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    Solaris 10 5/08 InstallationGuide: Planning or Installationand Upgrade

    Sun Microsystems, Inc.4150 Network CircleSanta Clara, CA 95054U.S.A.

    PartNo: 820403810April 2008

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    Contents

    Preace .....................................................................................................................................................7

    Part I Overall Planning o Any Solaris Installation or Upgrade ..............................................................11

    1 Where to Find Solaris Installation Planning Inormation ............................................................ 13

    Where to Find Planning and System Requirement Inormation .................................................. 13

    2 What'sNew in Solaris Installation .................................................................................................... 15

    What's New in the Solaris 10 8/07 Release or Installation ............................................................. 15

    Upgrading the Solaris OS When Non-Global Zones Are Installed ........................................ 15

    New sysidkdb Tool Prevents Having to Congure Your Keyboard ..................................... 17

    NFSv4 Domain Name Congurable During Installation ....................................................... 18

    What's New in the Solaris 10 11/06 Release or Installation ........................................................... 18Enhanced Security Using the Restricted Networking Prole ................................................. 18

    Installing Solaris Trusted Extensions ........................................................................................ 19

    Solaris Flash Can Create an Archive That Includes Large Files .............................................. 20

    What's New in the Solaris 10 1/06 Release or Solaris Installation ................................................ 20

    Upgrading the Solaris OS When Non-Global Zones Are Installed ........................................ 20

    x86: GRUB Based Booting .......................................................................................................... 21

    Upgrade Support Changes or Solaris Releases ........................................................................ 22

    What's New in the Solaris 10 3/05 Release or Solaris Installation ................................................ 23

    Solaris Installation Changes Including Installation Unication ............................................ 23

    Custom JumpStart Installation Package and Patch Enhancements ....................................... 24

    Conguring Multiple Network Interaces During Installation .............................................. 25

    SPARC: 64-bit Package Changes ................................................................................................ 25

    Custom JumpStart Installation Method Creates New Boot Environment ............................ 26Reduced Networking Sotware Group ...................................................................................... 26

    3

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    5 GatheringInormation BeoreInstallation or Upgrade (Planning) ........................................... 53

    Checklist or Installation .................................................................................................................... 53

    Checklist or Upgrading ..................................................................................................................... 61

    Part II Understanding Installations That Relate to GRUB, Solaris Zones, andRAID-1 Volumes ......... 71

    6 x86: GRUB BasedBooting orSolaris Installation ......................................................................... 73

    x86: GRUB Based Booting (Overview) ............................................................................................. 73

    x86: How GRUB Based Booting Works .................................................................................... 74

    x86: GRUB Device Naming Conventions ................................................................................. 74

    x86: Where to Find Inormation About GRUB Based Installations ...................................... 75

    x86: GRUB Based Booting (Planning) .............................................................................................. 76

    x86: Perorming a GRUB Based Installation From the Network ............................................ 77

    Description o the GRUB Main Menu ....................................................................................... 77

    7 Upgrading When Solaris Zones AreInstalled on a System (Planning) ........................................81

    Solaris Zones (Overview) ................................................................................................................... 81

    Upgrading With Non-Global Zones ................................................................................................. 82

    Backing Up Your System Beore Perorming an Upgrade With Zones ................................ 84

    Disk Space Requirements or Non-Global Zones ............................................................................ 85

    8 CreatingRAID-1 Volumes (Mirrors) During Installation(Overview) .......................................... 87

    Why Use RAID-1 Volumes? .............................................................................................................. 87

    How Do RAID-1 Volumes Work? .................................................................................................... 88

    Overview o Solaris Volume Manager Components ...................................................................... 90

    State Database and State Database Replicas .............................................................................. 90

    RAID-1 Volumes (Mirrors) ........................................................................................................ 91RAID-0 Volumes (Concatenations) .......................................................................................... 92

    Example o RAID-1 Volume Disk Layout ........................................................................................ 92

    9 CreatingRAID-1 Volumes (Mirrors) During Installation(Planning) ........................................... 95

    System Requirement ........................................................................................................................... 95

    State Database Replicas Guidelines and Requirements .................................................................. 96Selecting Slices or State Database Replicas .............................................................................. 96

    Contents

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    Preace

    This book describes planning your installation or upgrade with the SolarisTM Operating System

    (OS) on both networked and nonnetworked SPARC and x86 architecture based systems. Thisbook also provides overviews o several technologies that relate to installation such as Solaris

    Zones, GRUB based booting, and the creation o RAID-1 volumes during installation.

    This book does not include instructions about how to set up system hardware or other

    peripherals.

    Note This Solaris release supports systems that use the SPARC and x86 amilies o processorarchitectures: UltraSPARC, SPARC64, AMD64, Pentium, and Xeon EM64T. The supported

    systems appear in the Solaris 10 Hardware Compatibility Listat

    http://www.sun.com/bigadmin/hcl . This document cites any implementation diferences

    between the platorm types.

    In this document these x86 related terms mean the ollowing:

    x86 reers to the larger amily o 64-bit and 32-bit x86 compatible products.

    x64 points out specic 64-bit inormation about AMD64 or EM64T systems.

    32-bit x86 points out specic 32-bit inormation about x86 based systems.

    For supported systems, see the Solaris 10 Hardware Compatibility List.

    Who Should UseThis BookThis book is intended or system administrators responsible or installing the Solaris OS. This

    book provides both o the ollowing types o inormation.

    Advanced Solaris installation planning inormation or enterprise system administrators

    who manage multiple Solaris machines in a networked environment

    Basic Solaris installation planning inormation or system administrators who perorm

    inrequent Solaris installations or upgrades

    7

    http://www.sun.com/bigadmin/hclhttp://www.sun.com/bigadmin/hcl
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    Related Books

    Table P1 lists documentation or system administrators.

    TABLE P1 Are You a System Administrator Who is Installing Solaris?

    Description Information

    Do you need toinstall a single system romDVDor CDmedia? TheSolaris installation program steps you through an installation.

    Solaris 10 5/08 Installation Guide: Basic Installations

    Do you need toupgrade orpatch your system with almost no

    downtime? Save system downtime when upgrading by using SolarisLive Upgrade.

    Solaris 10 5/08 Installation Guide: Solaris Live Upgrade and

    Upgrade Planning

    Do youneed to install a secure installation over the network or Internet?

    Use WAN boot to install a remote client. Or, do you need toinstall over

    the network rom a network installation image? The Solaris installationprogram steps you through an installation.

    Solaris 10 5/08 Installation Guide: Network-Based

    Installations

    Do youneed to install Solaris on multiple machines? Use JumpStartTM

    to automate your installation.Solaris 10 5/08 Installation Guide: Custom JumpStart and

    Advanced Installations

    Do youneed to install or patch multiple systems quickly? Use SolarisFlash sotware to create a Solaris Flash archive and install a copy o the

    OS on clone systems.

    Solaris 10 5/08 Installation Guide: Solaris Flash Archives

    (Creationand Installation)

    Do you need to b ack up your system? Chapter 23, Backing Up and Restoring File Systems

    (Overview), in System Administration Guide: Devices and

    File Systems

    Do youneed troubleshooting inormation, a list o known problems, or

    a list o patches or this release?

    Solaris Release Notes

    Do y ouneed to veriy t hat your system works on Solaris? SPARC: Solaris Sun Hardware Platorm Guide

    Do you need tocheck on which packages have been added, removed, or

    changed in this release?

    Solaris Package List

    Do youneed to veriy that your system anddevices work with Solaris

    SPARC andx86 based systems and other third-party vendors.

    Solaris Hardware Compatibility List or x86 Platorms

    Documentation, Support, andTraining

    The Sun web site provides inormation about the ollowing additional resources:

    Documentation (http://www.sun.com/documentation/) Support (http://www.sun.com/support/) Training (http://www.sun.com/training/)

    Preace

    Solaris 10 5/08Installation Guide: Planning or Installation and Upgrade April 20088

    http://www.sun.com/bigadmin/hclhttp://www.sun.com/documentation/http://www.sun.com/documentation/http://www.sun.com/documentation/http://www.sun.com/support/http://www.sun.com/support/http://www.sun.com/support/http://www.sun.com/training/http://www.sun.com/training/http://www.sun.com/training/http://www.sun.com/training/http://www.sun.com/support/http://www.sun.com/documentation/http://www.sun.com/bigadmin/hcl
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    Typographic ConventionsThe ollowing table describes the typographic conventions that are used in this book.

    TABLE P2 TypographicConventions

    Typeface Meaning Example

    AaBbCc123 The names o commands, les, anddirectories,

    and onscreen computer output

    Edit your .login le.

    Use ls -a to list all les.

    machine_name% you have mail.

    AaBbCc123 What youtype, contrasted with onscreen

    computer output

    machine_name% su

    Password:

    aabbcc123 Placeholder: replace with a real name or value The command to remove a le is rm

    flename.

    AaBbCc123 Book titles,new terms, and terms to be

    emphasized

    ReadChapter 6 in the User's Guide.

    A cache is a copy that is storedlocally.

    Do notsave the le.

    Note: Some emphasized items

    appear bold online.

    Shell Prompts in Command ExamplesThe ollowing table shows the deault UNIX system prompt and superuser prompt or the Cshell, Bourne shell, and Korn shell.

    TABLE P3 ShellPrompts

    Shell Prompt

    C shell machine_name%

    C shell orsuperuser machine_name#

    Bourne shell andKorn shell $

    Bourne shell andKorn shell orsuperuser #

    Preace

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    Overall Planning o Any Solaris Installation or

    Upgrade

    This part guides you through planning the installation or upgrade o the Solaris OperatingSystem when using any installation program.

    P A R T I

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    Where to Find Solaris Installation PlanningInormation

    This book contains two parts: the high-level planning o your installation or upgrade and

    overviews o several technologies that relate to installation. This chapter provides a roadmap

    through this book.

    Where to Find Planning and System Requirement Inormation

    The Solaris 10 5/08 Installation Guide: Planning or Installation and Upgrade provides system

    requirements and high-level planning inormation, such as planning guidelines or le systems,

    and upgrade planning and much more. The ollowing list describes the chapters in the planning

    book and provides links to those chapters.

    Chapter Descriptions Reference

    This chapter describes new eatures in the Solaris installation programs. Chapter 2, What's New in Solaris Installation,

    This chapter provides youwith inormation about decisions youneed to makebeore you install or upgrade the Solaris OS. Examples are deciding when to use a

    network installation image or DVD media anddescriptions o all the Solaris

    installation programs.

    Chapter 3, Solaris Installation and Upgrade(Roadmap),

    This chapter describes systemrequirements to install or upgrade to the Solaris

    OS. General guidelines orplanning the disk space anddeault swap spaceallocation are also provided. Upgrade limitations are also described.

    Chapter 4, System Requirements, Guidelines, and

    Upgrade (Planning),

    This chapter contains checklists to help yougather all o the inormation that youneed to install or upgrade your system. This inormation is useul, orexample, i

    you are perorming an interactive installation. You'll have all the inormation in

    the checklist that you'll need to do an interactive installation.

    Chapter 5, Gathering Inormation BeoreInstallation or Upgrade (Planning),

    1C H A P T E R 1

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    Chapter Descriptions Reference

    These chapters provide overviews o several technologies that relate to a Solaris

    OS installation or upgrade. Guidelines andrequirements related to thesetechnologies are also included. These chapters include inormation about GRUBbased booting, Solaris Zones partitioning technology, and RAID-1 volumes that

    can be created at installation.

    Part II

    Whereto FindPlanning and System Requirement Inormation

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    What's New in Solaris Installation

    This chapter describes new eatures in the Solaris installation programs. To view eatures or allo the Solaris OS, see Solaris 10 Whats New. This chapter describes the ollowing sections.

    What's New in the Solaris 10 8/07 Release or Installation on page 15 What's New in the Solaris 10 11/06 Release or Installation on page 18

    What's New in the Solaris 10 1/06 Release or Solaris Installation on page 20 What's New in the Solaris 10 3/05 Release or Solaris Installation on page 23

    What's New in the Solaris 10 8/07 Release or Installation

    Upgrading the Solaris OS When Non-Global Zones AreInstalled

    Starting with the Solaris 10 8/07 release, you can upgrade the Solaris OS when non-globalzones are installed without most o the limitations ound in previous releases.

    Note The only limitation to upgrading involves a Solaris Flash archive. When you use a Solaris

    Flash archive to install, an archive that contains non-global zones is not properly installed onyour system.

    Changes to accommodate systems that have non-global zones installed are summarized below.

    For the Solaris interactive installation program, you can upgrade or patch a system whennon-global zones are installed with CDs, as well as DVDs. Or you can use a networkinstallation image or either the DVD or CDs. Previously, you were limited to upgrading

    with a DVD. The time to upgrade or patch might be extensive, depending on the number onon-global zones that are installed.

    2C H A P T E R 2

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    For an automated JumpStart installation, you can upgrade or patch with any keyword that

    applies to an upgrade or patching. In previous releases, a limited number o keywords could

    be used. The time to upgrade or patch might be extensive, depending on the number o

    non-global zones that are installed.

    For Solaris Live Upgrade, you can upgrade or patch a system that contains non-global

    zones. I you have a system that contains non-global zones, Solaris Live Upgrade is the

    recommended upgrade program or program to add patches. Other upgrade programs

    might require extensive upgrade time, because the time required to complete the upgrade

    increases linearly with the number o installed non-global zones. I you are patching a

    system with Solaris Live Upgrade, you do not have to take the system to single-user mode

    and you can maximize your system's uptime.Solaris Live Upgrade creates a copy o the OS on the inactive boot environment. The

    inactive boot environment can be upgraded or patched when non-global zones are installed.

    The inactive boot environment can then be booted to become the new boot environment.

    Changes to accommodate systems that have non-global zones installed are the ollowing:

    A new package, SUNWlucfg, is required to be installed with the other Solaris Live

    Upgrade packages, SUNWlur and SUNWluu. This package is required or any system, not

    just a system with non-global zones installed.These three packages comprise the sotware needed to upgrade by using Solaris Live

    Upgrade. These packages include existing sotware, new eatures, and bug xes. I you do

    not install these packages on your system beore using Solaris Live Upgrade, upgrading

    to the target release ails.

    Creating a new boot environment rom the currently running boot environment

    remains the same as in previous releases with one exception. You can speciy a

    destination disk slice or a shared le system within a non-global zone.The argument to the -m option has a new optional eld, zonename. This new eld

    enables creating the new boot environment and speciying zones that contain separate

    le systems. This argument places the zone's le system on a separate slice in the new

    boot environment.

    The lumount command now provides non-global zones with access to their

    corresponding le systems that exist on inactive boot environments. When the global

    zone administrator uses the lumount command to mount an inactive boot environment,the boot environment is mounted or non-global zones as well.

    Comparing boot environments is enhanced. The lucompare command now generates a

    comparison o boot environments that includes the contents o any non-global zone.

    Listing le systems with the lufslist command is enhanced to display a list o le

    systems or both the global zone and the non-global zones.

    For step-by-step procedures or upgrading a system with non-global zones installed or orinormation on the Solaris Zones partitioning technology, see the ollowing reerences.

    What'sNew in theSolaris10 8/07 Release orInstallation

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    Description For More Information

    Upgrading with Solaris Live Upgrade on a system with

    non-global zones

    Chapter 9, Upgrading the Solaris OS on a System

    With Non-Global Zones Installed, in Solaris 10 8/07Installation Guide: Solaris Live Upgrade and Upgrade

    Planning

    Creating and using non-global zones System Administration Guide: Solaris

    Containers-Resource Management and Solaris Zones

    Upgrading with JumpStart Solaris 10 8/07 Installation Guide: Custom JumpStart

    and Advanced Installations

    Upgrading with the Solaris installation interactiveGUI Solaris 10 8/07 Installation Guide: Basic Installations

    New sysidkdb Tool Prevents Having to ConfgureYourKeyboardThis eature is new in the ollowing releases:

    For SPARC, starting with the Solaris 10 11/06 release For x86, starting with the Solaris 10 8/07 release

    The sysidkdb tool congures your USB language and its corresponding keyboard layout.

    The ollowing procedure occurs:

    I the keyboard is sel-identiying, the keyboard language and layout automaticallycongures during installation.

    I the keyboard is not sel-identiying, the sysidkdb tool provides you, during theinstallation, a list o supported keyboard layouts during installation, so that you can select alayout or keyboard conguration.

    SPARC: Previously, the USB keyboard assumed a sel-identiying value o 1 during theinstallation. Thereore, all o the keyboards that were not sel-identiying always congured ora U.S. English keyboard layout during installation.

    Note PS/2 keyboards are not sel-identiying. You are asked to select the keyboard layoutduring the installation.

    Prevent Prompting When You Use the JumpStart Program

    I the keyboard is not sel-identiying and you want to prevent being prompted during yourJumpStart installation, select the keyboard language in your sysidcfg le. For JumpStart

    installations, the deault is or the U.S. English language. To select another language and itscorresponding keyboard layout, set the keyboard keyword in your sysidcfg le.

    What'sNew in theSolaris10 8/07 Release or Installation

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    For more inormation, see one o the ollowing:

    Preconguring With the sysidcg File in Solaris 10 8/07 Installation Guide: Network-Based

    Installations sysidtool(1M) man page

    sysidcfg(4) man page

    NFSv4 Domain Name Confgurable During Installation

    Starting with the Solaris 10 8/07 release, the NFS version 4 domain can now be dened duringthe installation o the Solaris OS. Previously, the NFS domain name was dened during the rstsystem reboot ater installation.

    This new eature afects installation as ollows:

    The sysidtool command includes an enhanced sysidnfs4 program. The sysidnfs4program now runs during the installation process to determine whether an NFSv4 domainhas been congured or the network.

    For urther inormation, see the sysidtool(1M) and sysidnfs4(1M) man pages.During an interactive installation, the user is provided with the deault NFSv4 domain namethat is automatically derived rom the OS. The user can accept this deault. Or, the user canspeciy a diferent NFSv4 domain.

    As part o a Solaris JumpStart installation, a new keyword is available in the sysidcfg le.The user can now assign a value or the NFSv4 domain by using the new keyword,nfs4_domain.

    For urther inormation about this new keyword, see the sysidnfs4(1M) man page. Thisman page also provides an example o how to use this new keyword

    For urther inormation about the NFSv4 domain name conguration, see the SystemAdministration Guide: Network Services

    What's New in the Solaris 10 11/06 Release or Installation

    Enhanced Security Using the Restricted NetworkingProfle

    Starting with the Solaris 10 11/06 release, you can, during installation, set the deault behavioror network services to run in a much more secured manner. During an interactive installation(hands on), this new security option is provided in the installation conguration selectionscreens. For automated JumpStart installations (hands of), you can select a restricted network

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    prole by using a new service_profile keyword in the sysidcfg le. This security option is

    only available or initial installations. An upgrade maintains all previously set services. I

    necessary, you can restrict network services ater an upgrade by using the netservices

    command.

    I you choose to restrict network security, numerous services are ully disabled. Other services

    are still enabled, but these services are restricted to local connections only. Secure Shell remains

    available or remote administrative access to the system.

    With this restricted networking prole, you reduce your risk o exposure on the Internet or

    LAN. The system retains ull graphical desktop use and outbound network access. For example,

    you can still access your graphical interace, use browsers or email clients, and mount NFSv4 leshares.

    The network services can be enabled ater installation by using the netservices open

    command or by enabling individual services by using SMF commands. See Revising Security

    Settings Ater Installation on page 49.

    For additional inormation about this security option, see the ollowing reerences.

    TABLE 21 Additional Inormation About the Limited Network Prole

    Description For More Information

    Administersecurity or network services How toCreate an SMF Prolein SystemAdministration Guide: Basic Administration

    Reopen network services ater installation Revising Security Settings Ater Installation on

    page 49Plan installation conguration Planning Network Security on page 47

    Select restricted network security during a hands-on

    installation

    Chapter 2, Installing With the Solaris Installation

    Program (Tasks), in Solaris 10 8/07 InstallationGuide: Basic Installations

    Set up restricted network security or a JumpStartinstallation

    service_prole Keyword in Solaris 10 8/07Installation Guide: Network-Based Installations

    Installing Solaris Trusted Extensions

    Starting with the Solaris 10 11/06 release, Solaris Trusted Extensions provides multilevel

    security or the Solaris OS. This eature enables you to control inormation in a exible but

    highly secure manner. You can now enorce strict access controls to your data based on data

    sensitivity, not just data ownership.

    What'sNew in theSolaris 1011/06Release or Installation

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    An installation that accesses Solaris Trusted Extensions difers rom a standard installation. Fora list o these installation diferences and urther inormation about Solaris Trusted Extensions,see Installing or Upgrading the Solaris OS or Trusted Extensions in Solaris Trusted

    Extensions Installation and Confguration.

    Solaris Flash Can Create an Archive That IncludesLarge Files

    The flarcreate command no longer has size limitations on individual les. You can create a

    Solaris Flash archive that contains individual les that are greater than 4 Gbytes. The ollowingtwo archive utilities are available or use:

    The cpio archive utility is the deault. Individual les cannot be greater than 2 or 4 Gbytes.The size limitation depends on the version ocpio used.

    The portable archive interchange utility, pax, is invoked with the -L pax option. I the-L pax option is specied, the archive can be created without size limitations on individualles.

    For more inormation, see Creating an Archive That Contains Large Files in Solaris 10 8/07Installation Guide: Solaris Flash Archives (Creation and Installation).

    What's New in the Solaris 10 1/06 Release or SolarisInstallation

    This section describes the ollowing new installation eatures in the Solaris 10 1/06 release.

    Upgrading the Solaris OS When Non-Global Zones AreInstalled

    Solaris Zones partitioning technology provides the ability to congure non-global zones in a

    single instance o Solaris, the global zone. A non-global zone is an application executionenvironment in which processes are isolated rom all other zones. Starting with the Solaris 101/06 release and i you are running a system with non-global zones installed, you can usestandard Solaris upgrade programs to upgrade. You can use either the Solaris interactiveinstallation program or custom JumpStart to upgrade. There are some limitations to upgradingwith non-global zones installed.

    A limited number o custom JumpStart keywords are supported. For a list o supportedcustom JumpStart keywords, see Solaris 10 8/07 Installation Guide: Custom JumpStart andAdvanced Installations.

    What'sNew in theSolaris10 1/06 Release orSolarisInstallation

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    Wh t' N i th S l i 10 1/06 R l S l i I t ll ti

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    You must use the Solaris Operating System DVD or a network installation image created

    rom a DVD. You cannot use the Solaris Sotware CDs to upgrade a system. For more

    inormation about installing with this program, see Chapter 2, Installing With the Solaris

    Installation Program (Tasks), in Solaris 10 8/07 Installation Guide: Basic Installations.

    On a system with non-global zones installed, do not use Solaris Live Upgrade to upgrade

    your system. While you can create a boot environment with the lucreate command, the

    luupgrade command cannot upgrade a boot environment that has non-global zones

    installed. In that case, the upgrade ails and an error message is displayed.

    For details on using the Solaris interactive installation program, see Solaris 10 8/07 Installation

    Guide: Basic Installations

    x86: GRUB Based Booting

    Starting with the Solaris 10 1/06 release, the open source GNU GRand Unied Boot Loader

    (GRUB) has been adopted in the Solaris OS or x86 based systems. GRUB is responsible or

    loading a boot archive into the system's memory. A boot archive is a collection o critical lesthat is needed during system startup beore the root (/) le system is mounted. The boot archive

    is used to boot the Solaris OS.

    The most notable change is the replacement o the Solaris Device Conguration Assistant with

    the GRUB menu. The GRUB menu acilitates booting the diferent operating systems that are

    installed on your system. The GRUB menu is displayed when you boot an x86 based system.

    From the GRUB menu, you can select an OS instance to install by using the arrow keys. I you

    do not make a selection, the deault OS instance is booted.

    The GRUB based boot eature provides the ollowing improvements:

    Faster boot times

    Installation rom USB CD or DVD drives

    Ability to boot rom USB storage devices

    Simplied DHCP setup or PXE boot (no vendor-specic options)

    Elimination o all realmode drivers

    Ability to use Solaris Live Upgrade and the GRUB menu to quickly activate and all back to

    boot environments

    For more inormation about GRUB reer to the ollowing sections.

    What'sNew in theSolaris10 1/06 Release orSolarisInstallation

    Chapter 2 What's New in Solaris Installation 21

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    Task GRUB Task For More Information

    Installation Overview inormation about GRUB based

    booting

    x86: GRUB Based Booting (Overview) on page 73

    Installation planning or GRUBbased

    booting

    x86: GRUB Based Booting (Planning) on page 76

    How to boot andinstall over the network

    with the GRUB menu

    Installing the System From the Network With a DVD

    Image in Solaris 10 8/07 Installation Guide:Network-Based Installations

    How to boot and install with the GRUBmenu and the Custom JumpStart installation

    method

    Perorming a Custom JumpStart Installation inSolaris 10 8/07 Installation Guide: Custom JumpStart and

    Advanced Installations

    How to use the GRUB menu and Solaris Live

    Upgrade to activate andall back to boot

    environments

    Activating a Boot Environment in Solaris 10 8/07

    Installation Guide: Solaris Live Upgrade and Upgrade

    Planning

    Chapter 6, Failure Recovery: Falling Back to the

    Original Boot Environment (Tasks), in

    Solaris 10 8/07 Installation Guide: Solaris Live Upgrade

    and Upgrade Planning

    Locating the GRUB menu's menu.lst le Locating the GRUBMenus menu.lst File (Tasks)inSolaris 10 8/07 Installation Guide: Solaris Live Upgrade

    and Upgrade Planning

    System Administration How to perorm system administration tasks

    with the GRUB menu

    System Administration Guide: Basic Administration System Administration Guide: Devices and File

    Systems

    bootadm(1M)

    installgrub(1M)

    Note GNU is a recursive acronym or GNU's Not UNIX. For more inormation, go tohttp://www.gnu.org.

    Upgrade Support Changes or Solaris Releases

    Starting with the Solaris 10 1/06 release, you can upgrade the Solaris OS rom the Solaris 8, 9,or 10 releases. Upgrades rom the Solaris 7 release are not supported.

    What sNew in theSolaris10 1/06 Release orSolarisInstallation

    Solaris 10 5/08Installation Guide: Planning or Installation and Upgrade April 200822

    What'sNew in theSolaris10 3/05 Release orSolarisInstallation

    http://www.gnu.org/http://www.gnu.org/http://www.gnu.org/
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    What's New in the Solaris 10 3/05 Release or SolarisInstallation

    This section describes the ollowing new installation eatures in the Solaris 10 3/05 release.

    Solaris Installation Changes Including InstallationUnifcation

    Starting with the Solaris 10 3/05 release, several changes in the installation o the Solaris OS

    provide a more simplied and unied installation experience.

    The changes include the ollowing:

    This release has one installation DVD and several installation CDs. The Solaris Operating

    System DVD includes the content o all the installation CDs.

    Solaris Sotware 1 This CD is the only bootable CD. From this CD, you can access

    both the Solaris installation graphical user interace (GUI) and the console-based

    installation. This CD also enables you to install selected sotware products rom both the

    GUI and the console-based installation.

    Other Solaris Operating System CDs These CDs contain the ollowing:

    Solaris packages that the sotware prompts you to install i necessary ExtraValue sotware that includes supported and unsupported sotware Installers Localized interace sotware and documentation

    The Solaris Installation CD no longer exists.

    For both CD and DVD media, the GUI installation is the deault (i your system has enough

    memory). However, you can speciy a console-based installation with the text boot option.

    The installation process has been simplied, enabling you to select the language support at

    boot time, but select locales later.

    Note The (noninteractive) Solaris custom JumpStartTM installation method has not changed.

    To install the OS, simply insert the Solaris Sotware - 1 CD or the Solaris Operating System

    DVD and type one o the ollowing commands.

    For the deault GUI installation (i system memory permits), type boot cdrom. For the console-based installation, type boot cdrom - text.

    What sNew in theSolaris10 3/05 Release orSolarisInstallation

    Chapter 2 What's New in Solaris Installation 23

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    For instructions about how to install the Solaris OS by

    using CDor DVD media with the new text boot

    option

    Solaris 10 8/07 InstallationGuide: Basic Installations

    For changes to setting up an installation server with

    CD media

    Solaris 10 8/07 InstallationGuide: Network-Based

    Installations

    Accessing the GUI or Console-based Installations

    Starting with the Solaris 10 3/05 release, you can choose to install the sotware with a GUI orwith or without a windowing environment. I the memory is sucient, the GUI is displayed bydeault. I the memory is insucient or the GUI, other environments are displayed by deault.You can override deaults with the nowin or text boot options. However, you are limited by theamount o memory in your system or by installing remotely. Also, i the Solaris installationprogram does not detect a video adapter, the program is automatically displayed in aconsole-based environment.

    For specic memory requirements, see System Requirements and Recommendations onpage 37.

    Custom JumpStart Installation Package and PatchEnhancements

    Starting with the Solaris 10 3/05 release, when you install and upgrade the Solaris OS by usingthe custom JumpStart installation method, new customizations enable the ollowing:

    A Solaris Flash installation with additional packagesThe custom JumpStart prole package keyword has been enhanced to enable installing aSolaris Flash archive with additional packages. For example, you can install the same basearchive on two machines, but add a diferent set o packages to each machine. Thesepackages do not have to be a part o the Solaris OS distribution.

    An installation with additional packages that might not be part o the Solaris distribution

    The package keyword has also been enhanced to enable an installation with a package that is

    not part o the Solaris distribution. You no longer need to write a postinstallation script toadd extra packages.

    An installation with the ability to install Solaris OS patches

    The new custom JumpStart prole patch keyword enables the installation o Solaris OSpatches. This eature allows the installation o a list o patches that are specied in a patchle.

    For urther inormation, see Solaris 10 8/07 Installation Guide: Custom JumpStart and AdvancedInstallations.

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    Confguring Multiple Network Interaces DuringInstallation

    Starting with the Solaris 10 3/05 release, the Solaris installation programs enable you to

    congure multiple interaces during your installation. You can precongure these interaces in

    the sysidcfg le or your system. Or you can congure multiple interaces during the

    installation. For more inormation, see the ollowing documents:

    Solaris 10 8/07 Installation Guide: Network-Based Installations sysidtool(1M)

    sysidcfg(4)

    SPARC: 64-bit Package Changes

    In previous Solaris releases, the Solaris sotware was delivered in separate packages or 32-bit

    components and 64-bit components. Starting with the Solaris 10 3/05 release, packaging has

    been simplied with the delivery o most 32-bit components and 64-bit components in a single

    package. The combined packages retain the names o the original 32-bit packages, and the

    64-bit packages are no longer delivered.

    The removal o the 64-bit packages simplies installation and increases perormance:

    Reduces the number o packages, which simplies Custom JumpStart scripts that contain

    lists o packages

    Simplies the packaging system with only one package that groups sotware unctions

    Reduces installation time because ewer packages are installed

    The 64-bit packages are renamed with the ollowing conventions:

    I a 64-bit package has a 32-bit counterpart, the 64-bit package is named with the 32-bit

    package name. For example, a 64-bit library such as /usr/lib/sparcv9/libc.so.1

    previously would have been delivered in SUNWcslx, but now is delivered in SUNWcsl.The

    64-bit SUNWcslx package is no longer delivered.

    I a package does not have a 32-bit counterpart, the x sux is removed rom the name. For

    example, SUNW1394x becomes SUNW1394.

    This change means that you might need to modiy your custom JumpStart script or other

    package installation scripts to remove reerences to the 64-bit packages.

    Chapter 2 What's New in Solaris Installation 25

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    Custom JumpStart Installation Method Creates NewBoot Environment

    Starting with the Solaris 10 3/05 release, you can now use the JumpStart installation method to

    create an empty boot environment when you install the Solaris Operating System. The empty

    boot environment can then be populated with a Solaris Flash archive or later use.

    For urther inormation, see Chapter 8, Custom JumpStart (Reerence), in Solaris 10 8/07

    Installation Guide: Custom JumpStart and Advanced Installations.

    Reduced Networking Sotware Group

    Starting with the Solaris 10 3/05 release, you can now create a more secure system with ewer

    enabled network services by selecting or speciying the Reduced Networking sotware group

    (SUNWCrnet) during your installation. The Reduced Networking sotware group provides

    system administration utilities and a multiuser text-based console. SUNWCrnet enables the

    system to recognize network interaces. During the installation, you can customize yoursystem's conguration by adding sotware packages and by activating network services as

    needed.

    For urther inormation, see Solaris 10 8/07 Installation Guide: Custom JumpStart and Advanced

    Installations.

    Modiying Disk Partition Tables by Using a VirtualTable o Contents

    Starting with the Solaris 10 3/05 release, the Solaris installation program now enables you to

    load existing slices rom the virtual table o contents (VTOC.) You can now preserve and use

    the system's existing disk slice tables during your installation, rather than use the installer's

    deault disk layout.

    x86: Change in Deault Boot-Disk Partition Layout

    Starting with the Solaris 10 3/05 release, a new eature in the Solaris installation program is a

    boot-disk partition layout. This layout, by deault, accommodates the Service partition on Sun

    x86 based systems. This installation program enables you to preserve an existing Service

    partition.

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    The new deault includes the ollowing partitions.

    First partition Service partition (existing size on system)

    Second partition x86 boot partition (approximately 11 Mbytes) Third partition Solaris Operating System partition (remaining space on the boot disk)

    I you want to use this deault layout, select Deault when the Solaris installation program asksyou to choose a boot-disk layout.

    Note I you install the Solaris OS or x86 based systems on a system that does not currently

    include a Service partition, the Solaris installation program does not create a new Servicepartition. I you want to create a Service partition on your system, rst use your system'sdiagnostic CD to create the Service partition. Ater the Service partition is created, then installthe Solaris Operating System.

    For inormation about how to create the Service partition, see your hardware documentation.

    For more inormation, see Solaris 10 8/07 Installation Guide: Custom JumpStart and Advanced

    Installations.

    Chapter 2 What's New in Solaris Installation 27

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    Solaris Installation and Upgrade (Roadmap)

    This chapter provides you with inormation about decisions you need to make beore you

    install or upgrade the Solaris Operating System (Solaris OS). This chapter contains the

    ollowing sections:

    Task Map: Installing or Upgrading the Solaris Sotware on page 29

    Installing From the Network or From DVD or CDs? on page 32 Initial Installation, or Upgrade? on page 33 Choosing a Solaris Installation Method on page 33 Planning Network Security on page 47 Sun Java System Application Server Platorm Edition 9 on page 36

    Note This book uses the term slice, but some Solaris documentation and programs might reer

    to a slice as a partition.

    x86: To avoid conusion, this book distinguishes between x86 fdisk partitions and the divisions

    within the Solaris fdisk partition. The x86 fdisk divisions are called partitions. The divisions

    within the Solaris fdisk partition are called slices.

    Task Map: Installing or Upgrading the Solaris SotwareThe ollowing task map is an overview o the steps necessary to install or upgrade the Solaris OS

    when using any installation program. Use this task map to identiy all o the decisions that you

    need to make to complete the most ecient installation or your environment.

    3C H A P T E R 3

    29

    Task Map:Installingor Upgrading the Solaris Sotware

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    TABLE 31 Task Map: Installing or Upgrading the Solaris Sotware

    Task Description For Instructions

    Choose initial installation orupgrade.

    Decide i you want to perorm an initial installation or anupgrade.

    Initial Installation, or Upgrade?on page 33.

    Choose an installation

    program.

    The Solaris OS provides several programs orinstallation or

    upgrade. Choose the installation method that is most

    appropriate or your environment.

    Choosing a Solaris Installation

    Method on page 33.

    (Solaris interactive

    installation program) Choosea deault or custom

    installation.

    Decide which type installation is suitable or your environment: I youare using a graphical user interace (GUI) you can

    choose a deault or a custominstallation: A deault installation ormats the hard disk andinstalls

    a preselected set o sotware.

    A custom installation enables you to modiy the hard

    disk layout andselect the sotware that youwant to

    install.

    I youuse a text installer (non-graphical interace), you can

    select the deault values or edit the values to select thesotware youwant to install.

    For inormation on the Solaris

    installation program's choices, seeChapter 5, Gathering Inormation

    Beore Installation or Upgrade

    (Planning),

    For initial installations only,choose open network security

    or restricted network security.

    For an initial installation, determine whether to disable orconstrain network services to respond to local requests only

    during the installation. The deault is to select open network

    security during installation.

    Planning Network Security onpage 47

    Reviewsystem requirements.

    Also, plan andallocate disk

    space andswap space.

    Determine i your system meets the minimum requirements to

    install or upgrade. Allocate disk space on your system orthe

    components o the Solaris OS that youwant to install.Determine the appropriate swap-space layout or your system.

    Chapter 4, System Requirements,

    Guidelines, and Upgrade

    (Planning).

    Choose to install a system

    romlocal media orromthe

    network.

    Decide on the most appropriate installation media oryour

    environment.

    Installing From the Network or

    From DVD orCDs? on page 32.

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    TABLE 31 Task Map: Installing or Upgrading the Solaris Sotware (Continued)

    Task Description For Instructions

    Gather inormation about

    your system.

    For the Solaris installation program, complete the

    worksheet to collect all o the inormation that you need to

    install or upgrade.

    For the custom JumpStart installation method, decide

    which prole keywords to use in your prole. Then review

    the keyword descriptions to nd the inormation about

    your system that youneed.

    For the Solaris installation

    program, see either o the

    ollowing documents:

    For an initial installation:

    Checklist or Installation

    on page 53

    For an upgrade: Chapter 5,

    Gathering Inormation

    Beore Installation orUpgrade (Planning),

    For the custom JumpStart

    installation method, see

    Chapter 8, Custom JumpStart

    (Reerence), in Solaris 10 5/08

    Installation Guide: Custom

    JumpStart and Advanced

    Installations

    (Optional) Set systemparameters.

    Youcan precongure system inormation to avoid beingprompted orthe inormation during the installation or

    upgrade.

    Chapter 2, Preconguring SystemConguration Inormation

    (Tasks), in Solaris 10 5/08

    Installation Guide: Network-BasedInstallations.

    (Optional) Prepare to install

    the Solaris sotware rom thenetwork.

    I you chose to install the Solaris sotware rom the network,

    complete the ollowing tasks. (x86 based systems) Veriy that your system supports PXE

    Create an installation server Create a boot server (i necessary)

    Congure a DHCP server (i necessary)

    Set up systems to be installed rom the network

    To install over a local area network,

    see Chapter 6, Installing From theNetwork With CD Media (Tasks),

    in Solaris 10 5/08 InstallationGuide: Network-Based Installations.

    To install over a wide area network,

    see Chapter 11, Installing With

    WAN Boot (Tasks), inSolaris 10 5/08 InstallationGuide:

    Network-Based Installations.

    (Upgrade only) Perorm tasks

    prior to upgrade.

    Back up your system anddetermine i you can upgrade with

    disk space reallocation.

    Upgrade Planningon page 42.

    Perorm an installation or

    upgrade.

    Use the Solaris installation method that youchose to install or

    upgrade the Solaris sotware.

    The chapter or chapters that

    provide detailed instructions or

    the installation programs.

    Chapter 3 Solaris Installation and Upgrade (Roadmap) 31

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    TABLE 31 Task Map: Installingor Upgrading the Solaris Sotware (Continued)

    Task Description For Instructions

    Troubleshoot installation

    problems

    Review the troubleshooting inormation when you encounter

    problems with your installation.

    Appendix A, Troubleshooting

    (Tasks), in Solaris 10 5/08Installation Guide: Custom

    JumpStart and Advanced

    Installations.

    Installing From the Network or From DVD or CDs?

    The Solaris sotware is distributed on DVD or CD media so that you can install or upgradesystems that have access to a DVD-ROM or CD-ROM drive.

    You can set up the systems to install rom the network with remote DVD or CD images. Youmight want to set up systems this way or the ollowing reasons:

    I you have systems that do not have local DVD-ROM or CD-ROM drives

    I you are installing several systems and do not want to insert the discs into every local drive

    to install the Solaris sotware

    You can use all o the Solaris installation methods to install a system rom the network.However, by installing systems rom the network with the Solaris Flash installation eature orwith a custom JumpStart installation, you can centralize and automate the installation processin a large enterprise. For more details about the diferent installation methods, reer toChoosing a Solaris Installation Method on page 33.

    Installing the Solaris sotware rom the network requires initial setup. For inormation aboutpreparing to install rom the network, choose one o the ollowing options.

    For detailed instructions about preparing to install

    rom a local area network

    Chapter 6, Installing From the Network With CD

    Media (Tasks), in Solaris 10 5/08 Installation Guide:

    Network-Based Installations

    For instructions about preparing to install over a wide

    area network

    Chapter 11, Installing With WAN Boot (Tasks), in

    Solaris 10 5/08 InstallationGuide: Network-BasedInstallations

    For instructions about how to install x86 based clientsover the network by using PXE

    Overview o Booting andInstalling Over theNetwork With PXE in Solaris 10 5/08 Installation

    Guide: Network-Based Installations

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    Choosing a Solaris Installation Method

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    Initial Installation, or Upgrade?

    You can choose to perorm an initial installation or, i your system is already running the Solaris

    OS, you can upgrade your system.

    Initial Installation

    An initial installation overwrites the system's disk with the new version o the Solaris OS. I your

    system is not running the Solaris OS, you must perorm an initial installation.

    I the system is already running the Solaris OS, you can choose to perorm an initial installation.

    I you want to preserve any local modications, beore you install, you must back up the local

    modications. Ater you complete the installation, you can restore the local modications.

    You can use any o the Solaris installation methods to perorm an initial installation. For

    detailed inormation about the diferent Solaris installation methods, reer to Choosing a

    Solaris Installation Method on page 33.

    Upgrade

    You can upgrade the Solaris OS by using two upgrade methods: standard and Solaris Live

    Upgrade. A standard upgrade maintains as many existing conguration parameters as possible

    o the current Solaris OS. Solaris Live Upgrade creates a copy o the current system. This copy

    can be upgraded with a standard upgrade. The upgraded Solaris OS can then be switched tobecome the current system by a simple reboot. I a ailure occurs, you can switch back to the

    original Solaris OS with a reboot. Solaris Live Upgrade enables you to keep your system running

    while you upgrade and enables you to switch back and orth between Solaris OS releases.

    For more inormation about upgrading and the list o upgrade methods, see Upgrade

    Planning on page 42.

    Choosing a Solaris Installation Method

    The Solaris OS provides several programs or installation or upgrade. Each installation

    technology ofers diferent eatures that are designed or specic installation requirements and

    environments. Use the ollowing table to help you decide which installation method to use.

    Chapter 3 Solaris Installation and Upgrade (Roadmap) 33

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    TABLE 32 Choosing Your Installation Method

    Task Installation Method Reasons for Choosing This Program Instructions

    Install one system romCD-ROM or DVD-ROM

    media with an interactive

    program.

    Solaris installationprogram

    This program divides tasks into panels,prompts youor inormation, and ofers

    deault values.

    This program is not an ecient method

    when you have to install or upgrade

    multiple systems. For batch installations

    o multiple systems, use custom

    JumpStart or the Solaris Flash installation

    eature.

    Solaris 10 5/08Installation Guide: Basic

    Installations

    Install one system over a local

    area network.

    Solaris installation

    program over the

    network

    This program enables you to set upan image

    o the sotware you want toinstall on a server

    and install this image on a remote system. Iyou need to install multiple systems, youcan

    use the network installation image with the

    custom JumpStart and Solaris Flashinstallation methods to eciently install or

    upgrade systems on your network.

    Part II, Installing Over

    a Local Area Network,

    in Solaris 10 5/08Installation Guide:

    Network-Based

    Installations

    Automate the installation or

    upgrade o multiple systems

    based on proles you create.

    Custom JumpStart This program eciently installs multiple

    systems. But i you only have a ewsystems,

    the creation o a customJumpStartenvironment might be time consuming. For a

    ew systems, use the Solaris interactive

    installation program.

    Chapter 3, Preparing

    Custom JumpStart

    Installations (Tasks), inSolaris 10 5/08

    Installation Guide:

    Custom JumpStart and

    Advanced Installations

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    TABLE 32 Choosing YourInstallation Method (Continued)

    Task Installation Method Reasons for Choosing This Program Instructions

    Replicate the same sotware

    and conguration on multiplesystems.

    Solaris Flash archives This program saves installation time by

    installing all Solaris packages at once on

    your system. Other programs install each

    individual Solaris package and update the

    package map or each package.

    Solaris Flash archives are large les and

    require a signicant amount o disk

    space. To manage diferent installation

    congurations or to change yourinstallation conguration, you might

    consider using the custom JumpStart

    installation method. Alternatively, you

    can accomplish system-specic

    customizations by using a JumpStart

    nish script or an embedded Solaris Flash

    postdeployment script.

    Chapter 1, Solaris Flash

    (Overview), inSolaris 10 5/08Installation Guide:

    Solaris Flash Archives

    (Creation andInstallation)

    Install systems over a wide areanetwork (WAN) or the

    Internet.

    WAN boot I you want t o install a S olaris Flasha rchiveover the network, this program enables a

    secure installation.

    Chapter 9, WAN Boot(Overview), in

    Solaris 10 5/08

    Installation Guide:Network-Based

    Installations

    Upgrade a system while it is

    running.

    Solaris Live Upgrade This program enables youto upgrade or

    add patches to avoid the system down

    time related to a standard upgrade

    This program enables youto test an

    upgrade or new patches without afecting

    the current OS

    Chapter 2, Solaris Live

    Upgrade (Overview), in

    Solaris 10 5/08Installation Guide:

    Solaris Live Upgrade and

    Upgrade Planning

    Ater installing the Solaris OS,create an isolated application

    environment.

    Solaris Zonespartitioningtechnology

    This program creates isolated non-globalzones that provide a secure application

    environment. This isolation prevents

    processes that are running in one zone rommonitoring or afecting processes that are

    running in any other zones.

    Chapter 16,Introduction to Solaris

    Zones, in System

    Administration Guide:Solaris

    Containers-Resource

    Management and SolarisZones

    Chapter 3 Solaris Installation and Upgrade (Roadmap) 35

    Sun JavaSystemApplication ServerPlatormEdition9

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    Sun Java System Application Server Platorm Edition 9The Sun Java System Application Server Platorm Edition 9 provides or broad deployment o

    application services and web services. This sotware is automatically installed with the SolarisOS. You can nd documentation or the server in the ollowing areas:

    Description For More Information

    For documentation about

    starting the server

    Sun Java System Application Server 9.1 Quick Start Guide

    For the ull Application

    Server documentation sethttp://docs.sun.com/app/docs/coll/1343.3

    For the JavaTM EE5

    Tutorialhttp://java.sun.com/javaee/5/docs/tutorial/doc/index.html

    Solaris 10 5/08Installation Guide: Planning or Installation and Upgrade April 200836

    http://docs.sun.com/app/docs/coll/1343.3http://java.sun.com/javaee/5/docs/tutorial/doc/index.htmlhttp://java.sun.com/javaee/5/docs/tutorial/doc/index.htmlhttp://docs.sun.com/app/docs/coll/1343.3
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    System Requirements, Guidelines, and Upgrade(Planning)

    This chapter describes system requirements to install or upgrade to the Solaris OS. General

    guidelines or planning the disk space and deault swap space allocation are also provided. This

    chapter contains the ollowing sections:

    System Requirements and Recommendations on page 37

    Allocating Disk and Swap Space on page 38 Upgrade Planning on page 42 Locale Values on page 49 Platorm Names and Groups on page 50 x86: Partitioning Recommendations on page 50 How to Find the Version o the Solaris OS That Your System Is Running on page 52

    System Requirements and Recommendations

    TABLE 41 Memory, Swap, and Processor Recommendations

    Requirement Type Size

    Memory to install or upgrade SPARC: 512 MB is the recommended size. 128 MB is the minimum size.

    x86: 512 MB is the recommended size. 256 MB is the minimum size.

    Note Some optional installation eatures areenabled only when sucient memoryis

    present. For example, i your system has insucient memoryand youinstall rom a DVD,

    you install through the Solaris installation program 's text installer, notthrough the GUI.

    For more inormation about these memory requirements, see Table 42.

    Swap area 512 MB is the deault size.

    Note You might need to customize the swapspace. Swapspace is based on the size othe

    system's hard disk.

    4C H A P T E R 4

    37

    Allocating Diskand SwapSpace

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    TABLE 41 Memory, Swap,and Processor Recommendations (Continued)

    Requirement Type Size

    Processor requirements SPARC: 200MHz or aster processor is required.

    x86: 120MHz or aster processor is recommended. Hardware oating-point support is

    required.

    You can choose to install the sotware with a GUI or with or without a windowing environment.

    I there is sucient memory, the GUI is displayed by deault. Other environments are displayed

    by deault i memory is insucient or the GUI. You can override deaults with the nowin or

    text boot options. But, you are limited by the amount o memory in your system or by

    installing remotely. Also i the Solaris installation program does not detect a video adapter, it

    automatically displays in a console-based environment. Table 42 describes these

    environments and lists minimal memory requirements or displaying them.

    TABLE 42 Memory Requirementsor Display Options

    Memory Type of Installation Description

    SPARC: 64511MB x86: 256511 MB

    Text-based Contains no graphics, but provides a window and theability to open other windows.

    I you install by using the text boot option andthe systemhas enough memory, you are installing in a windowing

    environment. I youare installing remotely through a tipline orusing the nowin boot option, you are limited to the

    console-based installation.

    SPARC: 512 MB orgreater

    x86:512MB

    GUI-based Provideswindows, pull-down menus, buttons, scrollbars,

    and iconic images.

    Allocating Disk and Swap Space

    Beore you install the Solaris sotware, you can determine i your system has enough disk space

    by doing some high-level planning.

    General Disk Space Planning and Recommendations

    Planning disk space is diferent or everyone. Consider allocating space or the ollowing

    conditions, depending on your needs.

    Solaris 10 5/08Installation Guide: Planning or Installation and Upgrade April 200838

    l k d l

    Allocating Diskand SwapSpace

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    TABLE 43 General Disk Space and Swap Space Planning

    ConditionsforSpaceAllocations Description

    File systems For each le system that you create,allocate an additional 30 percent more disk space than youneed to enable you to upgrade to uture Solaris versions.

    By deault, the Solaris installation methods create only root (/)and /swap. When space is allocated

    or OS services, the /export directoryis also created. I you are upgrading to a major Solarisrelease, you might needto reslice your system or allocate double the space that youneed at

    installationtime. I you are upgrading to an update, you could prevent having to reslice your

    system by allocating extra disk space or uture upgrades. A Solaris update release needsapproximately 10 percent more disk space than the previous release. You can allocate an additional

    30 percent o disk space oreach le system to allow space orseveral Solaris updates.

    The /var le system I youintend t o use the crash dump eature savecore(1M), allocate double the amount o your

    physical memoryin the /var le system.

    Swap The Solaris installation program a llocates a d eault swap a rea o 5 12 M Bunder the ollowing

    conditions: I youuse the installation program's automatic layout o disk slices

    I you avoid manually changing the size o the swap slice

    By deault, the Solaris installation programs allocate swap space by placing swap so that it starts at

    the rst available disk cylinder (typically cylinder 0 on SPARCbased systems). This placement

    provides maximum space orthe root (/) le system during the deault disk layout andenables thegrowth o the root (/) le system during an upgrade.

    I you think you might need toexpand the swapareain the uture, you can place the swapslice so

    that it starts at another disk cylinder by using one o the ollowing methods. For the Solaris installation program, you can customize the disk layoutin cylinder mode and

    manually assign the swap slice to the desired location.

    For the customJumpStart installation program, you can assign the swap slice in the prole le.For more inormation about the JumpStart prole le, see Creating a Prole in

    Solaris 10 5/08 InstallationGuide: Custom JumpStart and Advanced Installations.

    For an overview o the swap space, see Chapter 20, Conguring Additional Swap Space (Tasks),

    in System Administration Guide: Devices and File Systems.

    A server that is providing home

    directory le systems

    By deault, home directories are usually located in the /export le system.

    The Solaris sotware groupyouare installing

    A sotware group is a grouping o sotware packages. When you are planning disk space, rememberthat you can add or remove individual sotware packages rom the sotware groupthat you select.For inormation about sotware groups, see Disk Space Recommendations or Sotware Groups

    on page 40.

    Chapter 4 System Requirements, Guidelines, and Upgrade (Planning) 39

    TABLE 4 3 General Disk Space and Swap Space Planning (Continued)

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    TABLE 43 General Disk Space and Swap Space Planning (Continued)

    Conditionsfor SpaceAllocations Description

    Upgrade I you are using Solaris Live Upgrade to upgrade an inactive boot environment and want

    inormation about disk space planning, see Solaris Live Upgrade Disk Space Requirementsin Solaris 10 5/08 Installation Guide: Solaris Live Upgrade and Upgrade Planning

    I you are using the Solaris installation programor customJumpstart to plan disk space, see

    Upgrading With Disk Space Reallocation on page 45

    I you have non-global zones installed on a system, see Disk Space Requirements or

    Non-Global Zones on page 85

    Languagesupport Forexample, Chinese,Japanese, orKorean. Iyouplanto install a singlelanguage,allocate

    approximately 0.7GB o additional disk space orthe language. I you plan to install all languagesupports, youneed to allocate up to approximately 2.5GB o additional disk space or the language

    supports, depending on the sotware group you install.

    Printingor mailsupport Allocateadditional space.

    Additional sotware orthird-party sotware

    Allocate additional space.

    Disk Space Recommendations or Sotware Groups

    The Solaris sotware groups are collections o Solaris packages. Each sotware group includes

    support or diferent unctions and hardware drivers.

    For an initial installation, you select the sotware group to install, based on the unctions that

    you want to perorm on the system.

    For an upgrade, you must upgrade to a sotware group that is installed on the system. For

    example, i you previously installed the End User Solaris Sotware Group on your system,

    you cannot use the upgrade option to upgrade to the Developer Solaris Sotware Group.

    However, during the upgrade you can add sotware to the system that is not part o the

    currently installed sotware group.

    When you are installing the Solaris sotware, you can choose to add or remove packages rom

    the Solaris sotware group that you selected. When you are selecting which packages to add orremove, you need to know about sotware dependencies and how the Solaris sotware is

    packaged.

    The ollowing gure shows the grouping o sotware packages. Reduced Network Support

    contains the minimal number o packages and Entire Solaris Sotware Group Plus OEM

    Support contains all the packages.

    Solaris 10 5/08Installation Guide: Planning or Installation and Upgrade April 200840

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    Table 44 lists the Solaris sotware groups and the recommended amount o disk space that you

    need to install each group.

    Note The disk space recommendations in Table 44 include space or the ollowing items.

    Swap space Patches Additional sotware packages

    You might nd that the sotware groups require less disk space than the amount that is listed in

    this table.

    TABLE 44 Disk Space Recommendationsor Sotware Groups

    Software Group Description Recommended Disk Space

    Entire Solaris Sotware Group

    Plus OEM Support

    Contains the packages orthe Entire Solaris Sotware Group plus

    additional hardware drivers, including drivers or hardware thatis not on the system at the time o installation.

    6.8 GB

    ReduceNetwork

    Support

    Core

    End User

    Developer

    Entire

    Entire Plus OEM

    FIGURE 41 Solaris Sotware Groups

    Chapter 4 System Requirements, Guidelines, and Upgrade (Planning) 41

    TABLE 44 Disk Space Recommendations or Sotware Groups (Continued)

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    TABLE 4 4 Disk Space Recommendations or Sotware Groups (Continued)

    Software Group Description Recommended Disk Space

    Entire Solaris Sotware Group Contains the packages or the Developer Solaris Sotware Group

    andadditional sotware that is needed orservers.

    6.7 GB

    Developer Solaris Sotware

    Group

    Contains the packages or the End User Solaris Sotware Group

    plus additional support or sotware development. The

    additional sotware development support includes libraries,include les, man pages, andprogramming tools. Compilers are

    not included.

    6.6 GB

    End User Solaris Sotware

    Group

    Contains the packages that provide the minimum code that is

    required to boot andrun a networked Solaris systemand the

    Common Desktop Environment.

    5.3 GB

    Core System Support Sotware

    Group

    Contains the packages that provide the minimum code that is

    required to boot andrun a networked Solaris system.

    2.0 GB

    Reduced Network Support

    Sotware Group

    Contains the packages that provide the minimum code that is

    required to boot andrun a Solaris system with limited networkservice support. The Reduced Network Support Sotware Group

    provides a multiuser text-based console andsystem

    administration utilities. This sotware group also enables thesystem to recognize network interaces, but does not activate

    network services.

    2.0 GB

    Upgrade PlanningYou can upgrade a system by using one o three diferent upgrade methods: Solaris LiveUpgrade, the Solaris installation program, and custom JumpStart.

    TABLE 45 Solaris Upgrade Methods

    Current Solaris OS Solaris Upgrade Methods

    Solaris 8, Solaris 9, Solaris 10 Solaris Live Upgrade Upgrades a system by creating and

    upgrading a copy o the running system

    The Solaris installation program Provides an interactive upgradewith a graphical user interace or command-line interace

    Custom JumpStart method Provides an automated upgrade

    Upgrade Limitations

    The ollowing table lists limitations when you upgrade a system under some conditions.

    Solaris 10 5/08Installation Guide: Planning or Installation and Upgrade April 200842

    Issue Description

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    Issue Description

    Upgrading to a

    diferent sotware

    group

    Youcannot upgrade your system to a sotware group that is not installed on the

    system. For example, i you previously installed the End User Solaris Sotware Group

    on your system, youcannot use the upgrade option to upgrade to the DeveloperSolaris Sotware Group. However, during the upgrade you can add sotware to the

    system that is not part o the currently installed sotware group.

    Upgrading when

    non-global zones are

    installed

    Youcan upgrade a system that has non-global zones installed with the Solaris

    installation program, Solaris Live Upgrade or JumpStart. The ollowing limitations

    apply: Solaris Live Upgrade is the recommend program to upgrade or patch a system.

    Other upgrade programs might require extensive upgrade time, because the time

    required to complete the upgrade increases linearly with the number o installednon-global zones. I you are patching a system with Solaris Live Upgrade, you do

    not have to take the system to single-user mode and you can maximize your

    system's uptime.

    When you use a Solaris Flash archive to install, an archive that contains

    non-global zones is not properly installed on your system.

    Upgrading with Veritas

    le systems

    The Solaris interactive installation and custom JumpStart programs do not present

    you with the opportunity to upgrade a system when youare using Veritas VxVM lesystems under these conditions: I the rootle system to be upgraded is under Veritas control. For example, i the

    root (/) le system is mounted on a /dev/vx/... device.

    I any Solaris sotware is installed on any le systemthat is under Veritas control.

    For example, i the /usr le system is mounted on a /dev/vx/... device.

    To upgrade when Veritas VxVM is congured, use one o the ollowing methods: Use Solaris Live Upgrade with this procedure, System Panics When Upgrading

    With Solaris Live Upgrade Running Veritas VxVm in Solaris 10 5/08

    Installation Guide: Solaris Live Upgrade and Upgrade Planning.

    I you have non-global zones installed, youmust migrate the afected le systems

    romVxVM le systems to UFS le systems. You cannotuse the Solaris Live

    Upgrade procedure in the previous procedure.

    Upgrade Programs

    You can perorm a standard interactive upgrade with the Solaris installation program or an

    unattended upgrade with the custom JumpStart installation method. Solaris Live Upgrade

    enables you to upgrade a running system.

    Chapter 4 System Requirements, Guidelines, and Upgrade (Planning) 43

    Upgrade Program Description For More Information

    Upgrade Planning

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    pg g p

    Solaris Live Upgrade Enables youto create a copy o the currently running system. The

    copy can be upgraded andthen a rebootswitches the upgraded

    copy to become the currently running system. Using Solaris LiveUpgrade reduces the downtime that is required to upgrade the

    Solaris OS. Also, Solaris Live Upgrade canprevent problems with

    upgrading. An example is the ability to recover rom an upgrade ithe power ails, because the copy being upgraded is not the

    currently running system.

    To plan ordisk space allocation when

    using Solaris Live Upgrade, see Solaris

    Live Upgrade Requirements inSolaris 10 5/08 InstallationGuide: Solaris

    Live Upgrade and Upgrade Planning.

    The Solaris

    installation program

    Guidesyouthroughan upgrade withan interactive GUI. Chapter 2,Installing WiththeSolaris

    Installation Program (Tasks), in

    Solaris 10 5/08 Installation Guide: BasicInstallations.

    Custom JumpStartprogram

    Provides an automated upgrade. A prole le andoptionalpreinstallation and postinstallation scripts provide the

    inormation required. When creating a custom JumpStart prole

    or an upgrade, speciyinstall_type upgrade. You must test thecustom JumpStart prole against the system's disk conguration

    and currently installed sotware beore you upgrade. Use the

    pfinstall -D command on the system that you are upgrading to

    test the prole. You cannot test an upgrade prole by using a diskconguration le.

    For more inormation about testing

    the upgrade option, reer to Testing a

    Prole in Solaris 10 5/08 Installation

    Guide: Custom JumpStart and

    Advanced Installations

    For more inormation about creating a

    upgrade prole, see Prole Examples

    in Solaris 10 5/08 Installation Guide:

    Custom JumpStart and Advanced

    Installations

    For more inormation about

    perorming an upgrade, see

    Perorming a Custom JumpStart

    Installation in Solaris 10 5/08Installation Guide: Custom JumpStart

    and Advanced Installations

    Installing a Solaris Flash Archive Instead o Upgrading

    The Solaris Flash installation eature provides a method o creating a copy o the wholeinstallation rom a master system that can be replicated on many clone systems. This copy is

    called a Solaris Flash archive. You can install an archive by using any installation program.

    Solaris 10 5/08Installation Guide: Planning or Installation and Upgrade April 200844

    Upgrade Planning

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    Caution A Solaris Flash archive cannot be properly created when a non-global zone is installed.The Solaris Flash eature is not compatible with Solaris Zones partitioning technology. I you

    create a Solaris Flash archive, the resulting archive is not installed properly when the archive isdeployed under these conditions:

    The archive is created in a non-global zone The archive is created in a global zone that has non-global zones installed

    Creating an ArchiveThat Contains Large Files

    The deault copy method that is used when you create a Solaris Flash archive is the cpio utility.Individual le sizes cannot be greater than 4 Gbytes. I you have large individual les, theflarcreate command with the -L pax option uses the pax utility to create an archive withoutlimitations on individual le sizes. Individual le sizes can be greater than 4 Gbytes.

    For inormation about installing an archive, see the ollowing table.

    Installation Program For More Information

    Solaris Live Upgrade Installing Solaris Flash Archives on a B oot

    Environment in Solaris 10 5/08 Installation Guide:

    Solaris Live Upgrade and Upgrade Planning

    Custom JumpStart To Prepare to Install a Solaris Flash Archive With a

    Custom JumpStart Installation in Solaris 10 5/08Installation Guide: Custom JumpStart and Advanced

    Installations

    Solaris interactive installation Chapter 4, Installing and Administering Solaris FlashArchives (Tasks), in Solaris 10 5/08 Installation

    Guide: Solaris Flash Archives (Creation andInstallation)

    WANboot Chapter 12, Installing With WAN Boot (Tasks), inSolaris 10 5/08 Installation Guide: Network-Based

    Installations

    Upgrading With Disk Space Reallocation

    The upgrade option in the Solaris installation program and the upgrade keyword in the customJumpStart program provide the ability to reallocate disk space. This reallocation automaticallychanges the sizes o the disk slices. You can reallocate disk space i the current le systems donot have enough space or the upgrade. For example, le systems might need more space or the

    upgrade or the ollowing reasons:

    Chapter 4 System Requirements, Guidelines, and Upgrade (Planning) 45

    The Solaris sotware group that is currently installed on the system contains new sotware in

    h l h l d d ll

    Upgrade Planning

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    the new release. Any new sotware that is included in a sotware group is automatically

    selected to be installed during the upgrade.

    The size o the existing sotware on the system has increased in the new release.

    The auto-layout eature attempts to reallocate the disk space to accommodate the new size

    requirements o the le system. Initially, auto-layout attempts to reallocate space, based on a set

    o deault constraints. I auto-layout cannot reallocate space, you must change the constraints

    on the le systems.

    Note Auto-layout does not have the ability to grow le systems. Auto-layout reallocates spaceby the ollowing process:

    1. Backing up required les on the le systems that need to change.

    2. Repartitioning the disks on the basis o the le system changes.

    3. Restoring the backup les beore the upgrade happens.

    I you are using the Solaris installation program, and auto-layout cannot determine how to

    reallocate the disk space, you must use the custom JumpStart program to upgrade.

    I you are using the custom JumpStart method to upgrade and you create an upgrade prole,

    disk space might be a concern. I the current le systems do not contain enough disk space

    or the upgrade, you can use the backup_media and layout_constraint keywords to

    reallocate disk space. For an example o how to use the backup_media and

    layout_constraint keywords in a prole, reer to Prole Examples in Solaris 10 5/08

    Installation Guide: Custom JumpStart and Advanced Installations.

    Using the Patch Analyzer When Upgrading

    The Patch Analyzer perorms an analysis on your system i you want to upgrade to one o these

    releases that ollow the initial Solaris 10 3/05 release.

    Solaris 10 1/06 release Solaris 10 6/06 release

    I you are already running the Solaris OS and have installed individual patches, upgrading to a

    subsequent Solaris 10 release causes the ollowing:

    Any patches that were supplied as part o one o the releases noted above are reapplied to

    your system. You cannot back out these patches.

    Any patches that were previously installed on your system and are not included in one o the

    releases noted above are removed.

    Solaris 10 5/08Installation Guide: Planning or Installation and Upgrade April 200846

    You can use the Patch Analyzer to determine which patches, i any, will be removed. For

    d t il d i t ti b t i th P t h A l t A di C U i th P t h

    Planning Network Security

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    detailed instructions about using the Patch Analyzer, reer to Appendix C, Using the Patch

    Analyzer When Upgrading (Tasks), in Solaris 10 5/08 Installation Guide: Solaris Live Upgrade

    and Upgrade Planning.

    Backing Up And Restarting Systems For an Upgrade

    Backing up your existing le systems beore you upgrade to the Solaris OS is highly

    recommended. I you copy le systems to removable media, such as tape, you can saeguard

    against data loss, damage, or corruption. For detailed instructions to back up your system, reer to Chapter 23, Backing Up and

    Restoring File Systems (Overview), in System Administration Guide: Devices and File

    Systems.

    To backup your system when non-global zones are installed, see Chapter 26, Solaris Zones

    Administration (Overview), in System Administration Guide: Solaris Containers-Resource

    Management and Solaris Zones.

    In previous releases, the restart mechanism enabled you to continue an upgrade ater a loss o

    power or other similar problem. Starting with the Solaris 10 8/07 release, the restart mechanism

    is unreliable. I you have a problem, your upgrade might not restart.

    Planning Network Security

    Starting with the Solaris 10 11/06 release, you have the option during an initial installation to

    change the network security settings so that all network services, except Secure Shell, are

    disabled or restricted to respond to local requests only. This option minimizes the potential

    vulnerabilities a remote attacker might try to exploit. In addition, this option provides a base or

    customers to enable only the services they require. This security option is only available during

    an initial installation, not during an upgrade. An upgrade maintains any set services that were

    previously set. I necessary, you can restrict network services ater an upgrade by using the

    netservices command.

    Chapter 4 System Requirements, Guidelines, and Upgrade (Planning) 47

    Depending on the installation program you are using, you can select to restrict network services

    or keep the services enabled by deault:

    Planning Network Security

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    or keep the services enabled by deault:

    For the Solaris interactive installation, you can select the option o enabling network

    services by deault as in previous Solaris releases. Or, you can select the option to restrictnetwork services. For a detailed description o hands-on installations, see Chapter 2,

    Installing With the Solaris Installation Program (Tasks), in Solaris 10 5/08 Installation

    Guide: Basic Installations.

    For an automated JumpStart installation, you can set this security restriction by using a new

    keyword, service_profile in the sysidcfg le. For urther inormation about this

    keyword, see service_prole Keyword in Solaris 10 5/08 Installation Guide: Network-Based

    Installations.

    Restricted Security Specifcs

    I you choose to restrict network security, numerous services are ully disabled. Other servic