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1 ******************** Page: i ******************** OS/2 2.0 Installation Guide February 18, 1992 DO NOT PRINT THIS PAGE DO NOT PRINT THIS PAGE DO NOT PRINT THIS PAGE 1 ******************** Page: ii ******************** Note Before using this information and the product it supports, be sure to read the general information under ■Notices┐ on page vii. First Edition< March 1992* The following paragraph does not apply to the United Kingdom or any country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION ■AS IS┐ WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This publication could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time. It is possible that this publication may contain reference to, or information about, IBM products (machines and programs), programming, or services that are not announced in your country. Such references or information must not be construed to mean that IBM intends to announce such IBM products, programming, or services in your country. Requests for technical information about IBM products should be made to your IBM Authorized Dealer or your IBM Marketing Representative. + Copyright International Business Machines Corporation 1992. All rights reserved. Note to U.S. Government Users ª Documentation related to restricted rights ª Use, duplication or disclosure is subject to restrictions set forth in GSA ADP Schedule Contract with IBM Corp. 1 ******************** Page: iii ******************** Contents Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii About This Book............................ ix How This Book is Organized ..................... ix Related Information . . . . . . . . . . . . . . . . . . . . . . . . . . .x Before You Begin........................... xi Chapter 1. Choosing an Installation Procedure.......... 1 Which Installation Procedure is Right for You?........... 2 Choosing the Basic Installation Procedure............. 3 Choosing an Alternative Installation Procedure.......... 4 Do You Want to Keep or Replace Your Operating System?.. 4 Is Your Hard Disk Divided Into Partitions?............ 5 What Types of Programs Do You Want to Run?......... 6 Do You Want to Run a Version of DOS with OS/2 2.0?..... 7 Dual Boot or Boot Manager?.................... 7 Using a Response File to Install OS/2 2.0............ 8 Chapter 2. Installing OS/2 2.0 as the Only Operating System (Basic Installation) . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Setting Up Your Hard Disk...................... 11 Selecting the Operating System Features............. 14 Learn How to Use a Mouse.................... 15 Install Preselected Features................... 15 Install All Features......................... 16 Select Features and Install.................... 16 Selecting Your System Configuration............... 16 Selecting the Features to Install................... 17 Selecting Advanced Options..................... 18 Installing a Device Support Diskette.............. 19 Migrating Your Programs..................... 20 Configuring Your WIN-OS/2 Desktop Appearance...... 22 Migrating Your CONFIG.SYS and AUTOEXEC.BAT Files... 22 Installing a Printer........................... 23 Viewing the Tutorial.......................... 24 + Copyright IBM Corp. 1992 iii 1 ******************** Page: iv ******************** Chapter 3. Adding OS/2 2.0 to a DOS System (Dual Boot)... 25 Dual Boot Requirements....................... 25 Setting Up Your System for Dual Boot............... 27 Making Sure Your DOS Directory Structure Is Correct .... 27 Creating or Modifying the AUTOEXEC.BAT and CONFIG.SYS Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Installing the OS/2 2.0 Operating System............. 30 Viewing the OS/2 Tutorial...................... 32 Starting the Dual Boot Feature................... 32 Chapter 4. Installing Multiple Operating Systems (Boot Manager) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 How This Chapter is Organized................... 33 An Overview of the Boot Manager................. 34 Hard Disk Management ........................ 36 Planning for a Boot Manager Setup............... 41 Sample FDISK Screen....................... 42 Getting Ready for Installation.................. 44 Starting the OS/2 2.0 Installation.................. 46 Installing OS/2 2.0 on a New System.............. 46 Installing OS/2 2.0 on an Existing System........... 47 Setting Up Your Hard Disk...................... 48 Deleting Existing Partitions.................... 49 Creating the Boot Manager Partition.............. 50 Creating Partitions for Operating Systems Other than OS/2 2.0 and for Logical Drives.................... 51 Creating the Partition or Logical Drive for OS/2 2.0..... 56 Specifying Options for the OS/2 2.0 Partition or Logical Drive 57 Saving Your Changes....................... 61 Continuing with OS/2 2.0 Installation................ 61 Selecting the Operating System Features........... 61 Formatting Logical Drives..................... 62 Viewing the Tutorial.......................... 62 Installing Other Operating Systems................ 63 Chapter 5. Using a Response File to Install........... 67 Understanding the Response File Installation.......... 67 Modifying the Response File..................... 67 Copying the Response File to a 3.5-Inch Diskette....... 69 Copying the Response File to a 5.25-Inch Diskette...... 70 Installing OS/2 2.0 from a Source Other than Drive A...... 71 iv OS/2 2.0 Installation Guide 1 ******************** Page: v ******************** Appendix A. Adding Features and Changing Your System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Features that You Can Add..................... 73 Changing Your Setup or Adding Features............. 75 Appendix B. Diagnosing System Problems............ 77 Recovering the CONFIG.SYS File.................. 77 Recovering the User INI File..................... 79 Recovering from Errors on the Hard Disk............. 80 Responding to Installation Errors.................. 82 Making the Boot Manager Startable................ 84 Appendix C. Examples of Installing OS/2 2.0 and Partitioning Your Hard Disk............................ 85 Example 1: Creating a Primary Partition and a Logical Drive for Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Example 2: Installing the Boot Manager, OS/2 2.0, and One Additional Operating System.................... 87 Example 3: Installing the Boot Manager, OS/2 2.0, and Two Additional Operating Systems................... 89 Example 4: Installing Boot Manager without Repartitioning the Entire Hard Disk........................... 92 Appendix D. Setting up a Migration Database.......... 97 Creating a Database Text File.................... 97 Running the PARSEDB Utility Program............. 100 Appendix E. Running Specific DOS from Within OS/2 2.0.. 103 Why Run DOS from Within OS/2 2.0?............... 103 Example of Running DOS LAN Requester from Within OS/2 2.0 104 Set Up Your System for Dual Boot.............. 104 Install OS/2 2.0.......................... 105 Create a DOS Startup Diskette................. 105 Modify the CONFIG.SYS and AUTOEXEC.BAT files..... 105 Create a DOS Session...................... 107 Verify That the Diskette is Startable.............. 108 Create a Diskette Image..................... 108 Modify the DOS Session ..................... 109 Restart the System........................ 109 Start the DOS LAN Requester Session............ 110 Release the Drive........................ 110 Contentsv 1 ******************** Page: vi ******************** Appendix F. Migrating from OS/2 Extended Edition to OS/2 2.0 111 Do Your Extended Edition Components Start Automatically? 112 Are You Already Running Extended Services or LAN Server with the OS/2 Operating System?................ 112 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 vi OS/2 2.0 Installation Guide 1 ******************** Page: vii ******************** Notices References in this publication to IBM products, programs, or services do not imply that IBM intends to make these available in all countries in which IBM operates. Any reference to an IBM product, program or service is not intended to state or imply that only IBM's product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any of IBM's intellectual property rights or other legally protectible rights may be used instead of the IBM product, program, or service. Evaluation and verification of operation in conjunction with other products, programs, or services, except those expressly designated by IBM, are the user's responsibility. IBM may have patents or pending patent applications covering subject matter in this document. The furnishing of this document does not give you any license to these patents. You can send license inquiries, in writing, to the IBM Director of Commercial Relations, IBM Corporation, Purchase, NY 10577. The following terms, denoted by an asterisk (*) in this publication, are trademarks of the IBM Corporation in the United States or other countries: AIX Current DisplayWrite Hollywood IBM Operating System/2 OS/2 Presentation Manager SAA Storyboard Systems Application Architecture WIN-OS/2 XGA + Copyright IBM Corp. 1992 vii 1 ******************** Page: viii ******************** The following terms, denoted by a double asterisk (**) in this publication, are trademarks of other companies as follows: Adobe Adobe Systems Incorporated Microsoft Microsoft Corporation Windows Microsoft Corporation viii OS/2 2.0 Installation Guide 1 ******************** Page: ix ******************** About This Book This book provides detailed instructions on installing the OS/2 2.0 operating system. How This Book is Organized This book has the following chapters and appendixes: Chapter 1 provides you with an overview of the various installation options. Chapter 2 describes a basic installation procedure that installs the OS/2 operating system as the only operating system on your hard disk. Chapter 3 describes the procedure for adding OS/2 2.0 to an existing DOS system, so that you can switch between the operating systems. Chapter 4 describes how to partition your hard disk during installation, so that you can install multiple operating systems. Chapter 5 describes how to use a response file (a file that contains information used by the installation program) to install the operating system. Appendix A describes how to add features after installation and how to change your system configuration. Appendix B describes how to recover from errors. Appendix C provides four examples of partitioning the hard disk during installation. Appendix D provides information on creating a database file that can be used to migrate DOS and Windows programs to the OS/2 desktop. Appendix E provides an example of setting up a specific version of DOS (DOS 4.0) to run in a DOS session of OS/2 2.0. Appendix F provides some tips for those who are installing OS/2 2.0 on a system that contains a version of OS/2 Extended Edition. + Copyright IBM Corp. 1992 ix 1 ******************** Page: x ******************** Related Information OS/2 2.0 Getting Started This book describes the graphical appearance of OS/2 2.0 and explains how to perform common tasks using a mouse. It also explains how to use the online information and provides information about some of the features of OS/2 2.0. OS/2 2.0 Quick Reference This card provides you with a very brief set of instructions on how to start the installation of the OS/2 operating system. It is intended primarily for those who want to accept most or all of the preselected choices during installation. Note that the card provides only limited instructions to get you started. This card also describes how to use the Master Help Index and provides an illustration of the OS/2 desktop. Brief descriptions of commonly performed tasks are also included. OS/2 2.0 Migrating to the OS/2 Workplace Shell This book contains information that can help you make a smooth transition to OS/2 2.0 if you are familiar with Microsoft Windows or a previous version of the OS/2 operating system. OS/2 2.0 Using the Operating System This book provides information about how to install programs and gives you more in-depth information about how to use the operating system. The following publication can be ordered separately: Remote Installation and Maintenance for OS/2 Version 2.0 (GG24-3780) This book provides detailed information about setting up remote installations (such as installations across a local area network). x OS/2 2.0 Installation Guide 1 ******************** Page: xi ******************** Before You Begin Before you begin installing OS/2* 2.0, consider the following: Does your computer have at least an 80386 microprocessor? OS/2 2.0 requires an 80386 (or higher) 32-bit microprocessor. Are you installing from a compact disc? This book describes how to install OS/2 2.0 using a series of installation diskettes. If you are installing from a compact disc (CD), refer to the instructions that come in the CD package. Are you installing from a diskette drive other than the one currently assigned as drive A? If you have a computer with multiple diskette drives and you want to install OS/2 2.0 from a drive other than A, you must change the startup sequence of your computer to assign that drive as A. For example, if you wanted to install from drive B, you would make drive B the first drive in the startup sequence. Refer to your computer system documentation to find out if you can change the startup sequence of your computer. Are you installing high-resolution display adapters? If you install an 8514/A display adapter or the Extended Graphics Array (XGA* ) adapter and you also select DOS and WIN-OS/2* support during installation, you will see the WIN-OS/2 Video window. (WIN-OS/2 is a feature of OS/2 2.0 that supports the independent processing of Microsoft ** Windows ** programs.) The WIN-OS/2 Video window prompts you to make a choice about how you want your Windows programs to be run. If you want these programs to run in windows (as opposed to full-screen), you must select the lower resolution for these displays (as described on the WIN-OS/2 Video window). If you do not select the lower resolution, you * Trademark of the IBM Corporation ** Trademark of the Microsoft Corporation + Copyright IBM Corp. 1992 xi 1 ******************** Page: xii ******************** will be able to run your Windows programs only in full-screen mode. Are you installing disk drives that come with a Device Support Diskette? If the installation program does not recognize your disk drive or SCSI (small computer system interface) adapter, it will install general device support to enable your device to operate. However, if the manufacturer of the device provided you with a separate Device Support diskette, you should install that diskette when the Advanced Options window is displayed. Is your computer connected to a local area network? With OS/2 2.0, it is possible to redirect the installation to a source other than drive A. In a local area network environment, the installation source can be a drive on the server. Installing over a local area network requires additional software, such as LAN Support software. For more information, refer to Remote Installation and Maintenance for OS/2 Version 2.0 (GG24-3780). xii OS/2 2.0 Installation Guide 1 ******************** Page: 1 ******************** Chapter 1. Choosing an Installation Procedure This book describes how to install the OS/2 2.0 operating system. It describes the basic installation procedure, which installs OS/2 2.0 as the only operating system on your hard disk. It also describes alternative installation procedures, for those who have unique system requirements (such as the need to install multiple operating systems). If you follow the basic installation procedure, you will be able to run programs written for DOS and Microsoft Windows as well as OS/2 programs--all under OS/2 2.0. + Copyright IBM Corp. 19921 1 ******************** Page: 2 ******************** Which Installation Procedure is Right for You? The OS/2 2.0 installation procedures have been designed with you in mind. You can tailor the installation procedure to meet your individual needs. For example: ▀ If you are installing on a computer that does not contain an operating system, you will probably want to follow the basic installation procedure. The basic installation procedure is designed for the person who wants to run OS/2 2.0 as the only operating system. ▀ If you are installing on a hard disk that already contains an operating system, you might want to consider one of the alternative installation procedures. Chapter 3 describes the method for adding OS/2 2.0 to a DOS system. Chapter 4 describes how to set up your hard disk so that you can have multiple operating systems installed. In deciding which procedure is right for you, you will have to decide whether you want to continue to use your existing operating system along with OS/2 2.0, or whether you want to replace the operating system with OS/2 2.0. Considerations for keeping or replacing your current operating system are discussed in further detail in ■Choosing an Alternative Installation Procedure┐ on page 4. 2 OS/2 2.0 Installation Guide 1 ******************** Page: 3 ******************** Choosing the Basic Installation Procedure If you know that you want to install OS/2 as your only operating system, you can use the basic installation procedure. Here is some information to get you started: The installation procedure begins when you insert the Installation Diskette and start the computer. From that point on, most of the information you need to help you install OS/2 2.0 can be found on the screens. During the installation, you will be asked to make choices about how you want your system set up. Each time you are asked to make a choice, a default (preselected) choice will be provided. (These choices will be highlighted on the screen.) If you know that you want to use these default choices, you can go now to the Quick Reference card, which will give you instructions on how to start the installation. However, if you want more information about the choices you can make during installation, or if you want assistance in completing the basic installation procedure, you can refer to Chapter 2, ■Installing OS/2 2.0 as the Only Operating System (Basic Installation)┐ on page 11. If you know that you want to install OS/2 as your only operating system, go now to one of these: ? ▌▌▌▌▌▌▌╣▌▌▌▌▌▌▌┘ ▌▌▌▌╣▌▌▌▌┘ ▌▌▌▌╣▌▌▌▌┘ Quick Chapter Reference 2 card ▌▌▌▌▌▌▌▌▌ ▌▌▌▌▌▌▌▌▌ If, instead, you want to learn more about the wide range of installation choices available to you, continue to ■Choosing an Alternative Installation Procedure┐ on page 4. Chapter 1. Choosing an Installation Procedure3 1 ******************** Page: 4 ******************** Choosing an Alternative Installation Procedure The installation procedure that is right for you will depend upon: Whether you want to keep or replace an existing operating system Whether your hard disk already contains partitions The types of programs you want to run. Do You Want to Keep or Replace Your Operating System? Before you decide whether to keep or replace your existing operating system, you should be aware of how OS/2 2.0 is installed on a variety of configurations: Previous versions of OS/2 Standard Edition OS/2 2.0 replaces any previous version of the operating system when it is installed. For example, if you have OS/2 Standard Edition Version 1.3 on your hard disk, OS/2 2.0 will replace the operating system files but will leave your other programs and data intact. However, if you want to keep the earlier version of the OS/2 operating system on your hard disk (so that both versions of the operating system are available to you), you can follow the procedure in Chapter 4, ■Installing Multiple Operating Systems (Boot Manager)┐ on page 33. OS/2 Extended Edition If you are installing OS/2 2.0 on an OS/2 Extended Edition system, the base operating system files will be replaced. OS/2 2.0 does not replace the Extended components (such as Communications Manager). You will need to upgrade these components to products that are compatible with OS/2 2.0. See Appendix F, ■Migrating from OS/2 Extended Edition to OS/2 2.0┐ on page 111 for more information. 4 OS/2 2.0 Installation Guide 1 ******************** Page: 5 ******************** DOS or DOS and Microsoft Windows If you are installing on a system that has DOS or DOS and Microsoft Windows, you can add OS/2 2.0 to the hard disk (as described in Chapter 3, ■Adding OS/2 2.0 to a DOS System (Dual Boot)┐ on page 25). By following the procedure in Chapter 3, you will be able to use the Dual Boot feature to switch to DOS in the event that you have a program that needs an actual version of DOS to run. Another way to keep your DOS operating system is to place OS/2 2.0 in a separate partition of the hard disk. (A partition is a fixed-size division of storage.) This method is described in Chapter 4, ■Installing Multiple Operating Systems (Boot Manager)┐ on page 33. If you no longer need to use your DOS operating system, you can do one of the following: You can install OS/2 2.0 according to the basic installation procedure in Chapter 2. During installation, you will receive messages informing you of steps you can take to set up for Dual Boot. You can ignore these messages. Your DOS operating system files will still exist on your hard disk, but you might not have access to them. You can back up all programs and data that you want to save and then format the hard disk when you install OS/2 2.0. Is Your Hard Disk Divided Into Partitions? Consider the way your hard disk is set up today. Do you have multiple partitions on your hard disk or only one partition? If you have only one partition, and your hard disk has sufficient free space, you can install OS/2 2.0 and continue to use the existing partition. (Remember, OS/2 2.0 replaces earlier versions of the OS/2 operating system, but it is added to a system that contains DOS.) Chapter 1. Choosing an Installation Procedure5 1 ******************** Page: 6 ******************** If you need to change the way your hard disk is partitioned, select Specify your own partition from the Installation Drive Selection screen. If you want more information about hard disk partitioning, see ■Hard Disk Management┐ on pages 36 through 40. What Types of Programs Do You Want to Run? To decide whether to keep or replace an existing operating system, it is helpful to understand how OS/2 2.0 runs programs from other operating systems. Included with OS/2 2.0 is support for running most DOS and Microsoft Windows programs. In other words, in most cases, you do not need to have a separate, specific DOS version (for example DOS 4.0) to run your DOS programs. The programs run in DOS or WIN-OS/2 sessions that are part of OS/2 2.0. The following is a summary of how DOS and Windows programs run under OS/2 2.0: ▀ Many DOS and Windows programs will run exactly as-is, without modification. ▀ Most other DOS and Windows programs will run under OS/2 2.0, but their performance can be significantly improved if you make changes to the settings of those programs. (Settings are characteristics that define the way a program operates.) ▀ A third class of DOS and Windows programs must be run under the control of the DOS operating system. You can switch from OS/2 2.0 to DOS to run such programs (if DOS is installed on your hard disk). However, as you will see in the following section, you can also run these programs from the OS/2 desktop. ▀ A fourth class of DOS and Windows programs must run in a version of DOS that is completely separate from OS/2 2.0. In other words, these programs require that DOS have exclusive use of the computer. (For example, some games require exclusive use of a computer because of the way they generate sound.) These types of programs can be run only when OS/2 2.0 (or any operating system other than DOS) is not running. 6 OS/2 2.0 Installation Guide 1 ******************** Page: 7 ******************** Do You Want to Run a Version of DOS with OS/2 2.0? If you have programs that you know must be run under DOS, you can choose to keep (or place) DOS on your hard disk and switch from OS/2 2.0 to DOS. For example, you can: Add OS/2 2.0 to your existing DOS partition (as described in Chapter 3) Add OS/2 2.0 to a separate partition on the hard disk (as described in Chapter 4) The Dual Boot and Boot Manager features will be discussed in more detail in the section that follows. However, there is another way to run programs under the DOS operating system that does not require either the Dual Boot or Boot Manager feature. Under OS/2 2.0, you can load a separate, specific DOS operating system and run it from the OS/2 desktop. You can load a version of DOS even if you follow the basic installation procedure (outlined in Chapter 2). Appendix E, ■Running Specific DOS from Within OS/2 2.0┐ on page 103 describes the methods you can use to run a program that requires specific DOS. Also included in that appendix is an example of setting up a DOS session that loads and runs DOS LAN Requester from your OS/2 desktop. Dual Boot or Boot Manager? The following is a list of things to consider when you are deciding between the Dual Boot and Boot Manager features: To use the Boot Manager, you must partition your hard disk during installation. If your current DOS partition is large enough to accommodate OS/2 2.0, you do not need to partition the hard disk to use Dual Boot. If the Boot Manager feature is installed, a Boot Manager menu is displayed each time you start your computer. You can then select which operating system you want to start. If you are using Dual Boot, you must shut down one operating system and switch to the other. Also, with Dual Boot, you do not have a choice about which operating system starts when you turn Chapter 1. Choosing an Installation Procedure7 1 ******************** Page: 8 ******************** on the computer. The operating system that was active when you last shut down the computer is the one that starts. If you use the Boot Manager feature, you can switch among multiple operating systems. (For example, you might want to have DOS 4.0, OS/2 2.0, and AIX* installed on your hard disk.) With Dual Boot installed, you can switch between OS/2 2.0 and DOS only. A Boot Manager setup requires careful planning. The beginning of Chapter 4 describes some of the things you should consider when you are setting up your partitions for multiple operating system installation. To find out more about the Dual Boot or Boot Manager feature, or to begin an installation procedure, choose one of the following: ? ▌▌▌▌▌▌▌╣▌▌▌▌▌▌▌┘ ▌▌▌▌╣▌▌▌▌┘ ▌▌▌▌╣▌▌▌▌┘ Chapter Chapter 3 4 ▌▌▌▌▌▌▌▌▌ ▌▌▌▌▌▌▌▌▌ Add OS/2 2.0 Install OS/2 to DOS (Dual 2.0 and other Boot). operating systems (Boot Manager) Using a Response File to Install OS/2 2.0 A specialized type of alternative installation is the response file installation. A response file contains information the installation program uses to set up a system. When a response file is used, the installation program does not prompt for decisions. This type of installation is typically used in multi-workstation environments, * Trademark of the IBM Corporation 8 OS/2 2.0 Installation Guide 1 ******************** Page: 9 ******************** where many computers are being set up. The response file installation is described in Chapter 5. Chapter 1. Choosing an Installation Procedure9 1 ******************** Page: 10 ******************** 10 OS/2 2.0 Installation Guide 1 ******************** Page: 11 ******************** Chapter 2. Installing OS/2 2.0 as the Only Operating System (Basic Installation) This chapter describes how to install OS/2 2.0 as the only operating system on your computer. It also provides information to help you make choices about which features of the operating system you want to install. You can use the procedure in this chapter whether you are installing on a new system or on a system that already contains data. For example, if you already have OS/2 Version 1.3 on your hard disk, you can use the procedure in this chapter to replace it with OS/2 2.0. The installation program will replace the operating system files from the previous OS/2 version but will leave the rest of your programs and data intact. When you install OS/2 2.0, it does not replace existing versions of DOS (unless you format the DOS partition). If you follow some preliminary steps before installing OS/2 2.0 (as outlined in Chapter 3, ■Adding OS/2 2.0 to a DOS System (Dual Boot)┐ on page 25), you can add OS/2 2.0 to a DOS partition and use the Dual Boot feature to switch back and forth between the operating systems. However, if you no longer need to use your current version of DOS, you can follow the procedure in this chapter. If you do not perform the preliminary steps in Chapter 3, you will see some messages during installation telling you how to set up your system for Dual Boot. If you do not want to use Dual Boot, simply ignore these messages. In the first part of the installation, you will make choices about how the hard disk on your system should be set up. Setting Up Your Hard Disk To begin the installation of the operating system, do the following: 1. Insert the Installation Diskette into drive A. (Make sure the label side of the diskette is up and the arrow on the diskette is pointing toward the computer.) 2. Turn on the computer. + Copyright IBM Corp. 1992 11 1 ******************** Page: 12 ******************** If the computer is already on, press and hold Ctrl+Alt and press Del to restart the system. The following screen appears: 3. Remove the Installation Diskette, insert Diskette1, and press Enter. You will be prompted at various points during installation to remove the diskette in drive A and to insert another diskette. Be sure to leave the diskette in drive A until the instructions direct you to replace it. You will replace diskettes several times before the operating system finishes copying information from the diskettes to the hard disk of your computer. Note: If an error message is displayed while you are installing the operating system, see ■Responding to Installation Errors┐ on page 82 for an explanation of the message and the corrective action. 4. As information is displayed, either accept it or change it. If you want to set up a default system, accept the preselected choice on each screen by pressing Enter. During this part of the installation, you will be asked whether you want to accept the default installation partition or to 12 OS/2 2.0 Installation Guide 1 ******************** Page: 13 ******************** specify your own partition. A partition is a fixed-size area on the hard disk. If you are installing on a disk that contains no data and you accept the default installation partition, the installation program installs the operating system in one partition that takes up the entire hard disk. If you are installing on a system that already contains partitions, the installation program indicates which partition it will use to install OS/2 2.0. You can either accept this default choice or select another partition. Accepting the default partition works well for most people. If you want to install the operating system in the default partition, simply accept the preselected choice. If you are not sure of a choice, press F1 for help. A note about partitioning If you want to create more than one partition on your hard disk, or if you receive a message stating that an existing partition is not large enough to hold OS/2 2.0, you will need to use the FDISK utility program to specify information about partitions. When you select other than the default partition, you see the FDISK utility screen. On this screen, you use the Options menu to create the partitions. (The Options menu is displayed when you highlight an entry on the FDISK screen and press Enter.) An example of creating more than one partition on the hard disk is included in ■Example 1: Creating a Primary Partition and a Logical Drive for Data┐ on page 85. You might want to follow that example now if you are setting up more than one partition on the hard disk. If you want to learn more about how a hard disk can be partitioned, see ■Hard Disk Management┐ on pages 36 through 40. 5. If you are installing ona new system or if you choose to format an existing partition, you will be asked to select a file system. A file system is the part of the operating system that provides access to files and programs on a disk. You can select either the High Performance File System or the File Allocation Table (FAT) file system. Chapter 2. Installing OS/2 2.0 (Basic Installation) 13 1 ******************** Page: 14 ******************** Select the FAT file system if you intend to share data in this partition with a version of DOS that is running independently of OS/2 2.0. For example, if you occasionally need to start DOS from a diskette and access the data in the OS/2 partition, the partition would have to be formatted for the FAT file system. (DOS uses the FAT file system, which does not recognize files created by the High Performance File System.) The High Performance File System provides fast access to large disk volumes and supports file names up to 254 characters in length. You will see a screen message when the hard disk preparation has completed. You will then be asked to restart your system by removing the diskette and pressing Enter. Selecting the Operating System Features After you restart the computer, you will see the OS/2 Setup and Installation window. In this part of installation, you make choices about which features of the operating system you want to install. To select a choice from the OS/2 Setup and Installation window, do one of the following: Use the Down Arrow (» ) key to highlight the choice, and then press Enter. 14 OS/2 2.0 Installation Guide 1 ******************** Page: 15 ******************** Move the mouse pointer until it is on the choice, and press mouse button 1. Then, move the mouse pointer until it is on the OK push button, and press mouse button 1. Learn How to Use a Mouse The default choice on this window is Learn how to use a mouse. If your system has a mouse attached, but you are unfamiliar with using the mouse, press Enter to select this choice. The Learn how to use a mouse program teaches you how to use the mouse to make selections from the window. When you exit from the program, you will be returned to the OS/2 Setup and Installation window so that you can make an installation choice. Install Preselected Features The Install preselected features choice copies the most commonly used features of the OS/2 operating system to your hard disk. It does not copy all the features of OS/2 2.0 to your hard disk. (For example, Install preselected features does not copy such features as the Command Reference or REXX Information online documents or the games that are provided with OS/2 2.0.) This choice is useful if you want to save hard disk space. (Note that the amount of hard disk space required for each of the installation choices is shown to the right of the choice.) If you want to see a list of the features that will not be installed, do the following: 1. Press F1 to displaya help window for OS/2 Setup and Installation. (Or, move the mouse pointer to the Help push button, and press mouse button 1.) 2. Press the Tab key to move the cursor to Install preselected features in the list at the bottom of the window. Then, press Enter. (Or, move the mouse pointer to Install preselected features and quickly press mouse button 1 twice.) 3. When you finish reading the help window, press Esc to return to the previous window. Chapter 2. Installing OS/2 2.0 (Basic Installation) 15 1 ******************** Page: 16 ******************** Install All Features The Install all features choice copies the entire OS/2 operating system (including all features) to your hard disk. Select Features and Install With the Select features and install choice, you indicate which features of the operating system you want to install. This choice is similar to Install preselected features because, by installing only certain features, you can save hard disk space. With this choice, however, you decide which features you want to install. If you choose Select features and install , you can also do the following: Format one or more hard disk partitions Enter commands from an OS/2 command prompt Change certain customization information, such as controlling the growth of the swap file. (A swap file contains segments of a program or data temporarily moved out of main storage.) Note that you can perform these tasks only if you choose Select features and install. Selecting Your System Configuration Next, you will see the System Configuration window, which lists your country configuration and device support (for example, mouse, keyboard, and display). If the values listed are correct, select the OK push button. To change any of the items, select the item and then select the OK push button. If you chose Select features and install , continue to the next section. Otherwise, go to ■Selecting Advanced Options┐ on page 18. 16 OS/2 2.0 Installation Guide 1 ******************** Page: 17 ******************** Selecting the Features to Install If you chose Select features and install , you see the second OS/2 Setup and Installation window. As you can see, check marks are shown in front of all features. This means that all features are preselected for installation. If there is a feature that you will not need, you can choose to remove the│ next to the feature. To remove the│ from the feature that you do not want to install, do one of the following: Move the mouse pointer to the feature and click once with mouse button 1. Move the cursor to the feature and press the Spacebar. If a More push button is displayed next to a feature, select the push button to view more choices. For example, if you decide you want to install only some of the documentation, you select the More push button to the right of Documentation to display a list of the documentation. Then, you remove the│ that is next to any documentation you do not want to install. Chapter 2. Installing OS/2 2.0 (Basic Installation) 17 1 ******************** Page: 18 ******************** Notice the number that is shown to the right of each feature. The number signifies the amount of hard-disk space required to install that feature. For a description of the features, press F1, or see ■Features that You Can Add┐ on page 73. You can also use the OS/2 Setup and Installation window to format any partitions you might have set up earlier in the installation. For example, if you created one or more logical drives within the extended partition earlier in the installation, you can format them now. (A logical drive is an area of the hard disk that is typically used to hold programs and data. It is assigned a unique drive letter and can be accessed from the other drives on the hard disk.) To format a partition or logical drive, select the Options menu bar choice, and then select Format. Indicate which file system (High Performance File System or File Allocation Table) you want to use to format the partition or logical drive. You can customize your system now by modifying the CONFIG.SYS and AUTOEXEC.BAT files. To do this, select Software configuration from the menu bar. Then select either Change OS/2 parameters or Change DOS parameters. For example, if you want to control the growth of the swap file, select Change OS/2 parameters. Then, specify the size on the window that is displayed. You can also specify that the swap file be placed on a different drive than the one on which OS/2 2.0 is installed. When you have finished making all the selections from this screen, select the Install push button. Selecting Advanced Options After most of the operating system files have been copied to the hard disk, you will see the Advanced Options window. From this window, you can select Install Device Support Diskette (if you have hardware that came with such a diskette). You can select Migrate Applications to place a copy of your DOS, Windows, or OS/2 programs in folders on the OS/2 desktop. If you selected WIN-OS/2 support earlier in the installation, you can customize the 18 OS/2 2.0 Installation Guide 1 ******************** Page: 19 ******************** appearance of the WIN-OS/2 desktop by selecting Configure WIN-OS/2 Desktop. Finally, you can select Migrate CONFIG.SYS/AUTOEXEC.BAT to copy customization information from a previous version of the OS/2 operating system to OS/2 2.0. To select one of the choices from the Advanced Options window, use the mouse or keyboard to place a check next to the feature. Then select OK. If you do not want to perform any of the tasks listed on the Advanced Options window, remove any check marks. Then, select OK. Installing a Device Support Diskette Select Install Device Support Diskette only if you are adding to your system a device that comes with a Device Support Diskette. Do not use this choice to install a printer. You use the Select Printer(s) window (which is displayed after the Advanced Options window) to select a printer. Chapter 2. Installing OS/2 2.0 (Basic Installation) 19 1 ******************** Page: 20 ******************** Migrating Your Programs Select Migrate Applications if you have OS/2, DOS, or Microsoft Windows programs on your hard disk. If you select this choice, you can make these programs part of the OS/2 desktop. You can then easily start one of these programs by double-clicking on the icon that represents the program. The programs on your hard disk are compared against a default database that is shipped with OS/2 2.0. If the programs are found in the database, settings are applied to them to optimize their performance under OS/2 2.0. The programs are then placed in a folder on the OS/2 desktop. The OS/2 programs are put in an OS/2 Programs folder. The DOS programs are put in a DOS Programs folder. The Windows programs are put in a Windows Programs folder. When you select Migrate Applications , you see the Find Programs window. From this window, you can request which hard disk drives you want searched. You can also indicate whether you want the search to include DOS programs, Microsoft Windows programs, OS/2 programs, or all types. When the search is completed, you see the Migrate Applications window. 20 OS/2 2.0 Installation Guide 1 ******************** Page: 21 ******************** In this window is a list of all programs from the default database that were found on your hard disk. Select the Add programs push button if you want to migrate any other programs on your hard disk that were not found in the default database. When you select this push button, you see the Additional Programs window. This window lists all programs on the specified drives of your hard disk. You can choose which of these programs you want to migrate. Any DOS programs are placed in the Additional DOS Programs folder. Any Microsoft Windows programs are placed in the Additional Windows Programs folder. These folders will be visible on your OS/2 desktop after installation is completed. Note that general settings are applied to these additional programs. You can change the settings to enhance the performance of the programs after the programs are migrated. Refer to the settings entry of the online Master Help Index after installation for information on changing settings. The Migrate Applications choice is also available to you after installation. To migrate programs after installation, select System Setup from the OS/2 System folder. Then, select Migrate Applications. Chapter 2. Installing OS/2 2.0 (Basic Installation) 21 1 ******************** Page: 22 ******************** Configuring Your WIN-OS/2 Desktop Appearance Select Configure WIN-OS/2 Desktop to indicate how you want WIN-OS/2 to look. You can install WIN-OS/2 with the standard interface provided by OS/2 2.0. You can make WIN-OS/2 look like an existing version of Microsoft Windows if you currently have it installed. If you select this choice, you can also choose to update your existing version of Microsoft Windows to look like WIN-OS/2 whenever it changes. Finally, you can choose to preserve how WIN-OS/2 currently looks if you have previously installed OS/2 2.0 with WIN-OS/2 support. Migrating Your CONFIG.SYS and AUTOEXEC.BAT Files Select Migrate CONFIG.SYS/AUTOEXEC.BAT to copy customization information from your existing operating system to OS/2 2.0. This choice is available only if a previous operating system exists on the hard disk. Note: If you select Automatically update CONFIG.SYS and AUTOEXEC.BAT from the Migrate CONFIG.SYS/AUTOEXEC.BAT window, you will notice that some device driver statements from the existing CONFIG.SYS file are copied to the new file but are preceded by the word ■REM┐ (remark). These device driver statements are preceded by ■REM┐ because some device drivers that were designed to operate with previous versions of DOS or the OS/2 operating system might not operate correctly with OS/2 2.0. The word ■REM┐causes the device driver to be inactive. You can edit the CONFIG.SYS file after installation, removing the word ■REM┐ from the lines that you want to be active. Save a copy of the CONFIG.SYS file before you modify it. If a device driver subsequently causes problems, you can use the procedures described later in this book to recover the CONFIG.SYS file. For specific information about these choices and for help using the choices, press F1 or select the Help push button. 22 OS/2 2.0 Installation Guide 1 ******************** Page: 23 ******************** Installing a Printer After you finish with the selections on the Advanced Options window, you will be prompted to insert Printer Driver Diskette 1. When you insert the diskette and press Enter, you see the Select Printer(s) window. On the Select Printer(s) window, indicate which printer should be used as your default printer, and select an associated port for the printer. Use the» key or the mouse to display additional printer selections. If you are not installing a printer, select Do Not Install Default Printer. After you select the printer, select OK. Depending on the selection you make, you might be prompted to insert other printer driver diskettes. If printer drivers exist on your system, you will be notified that they will be updated. You will also be prompted to insert one or more printer driver diskettes. Note that you can select only one printer during installation. To install additional printers after installation, refer to the Master Help Index for information. (You will see the Master Help Index on your screen after you finish installing the operating system.) Chapter 2. Installing OS/2 2.0 (Basic Installation) 23 1 ******************** Page: 24 ******************** Viewing the Tutorial After the operating system is installed and you have restarted the system, the OS/2 Tutorial is displayed: The tutorial shows you how to use the features of the OS/2 operating system. View the tutorial now to learn about OS/2 2.0 Where to go next? After you have viewed the tutorial, you can refer to OS/2 2.0 Using the Operating System for information on performing such tasks as installing programs on OS/2 2.0. 24 OS/2 2.0 Installation Guide 1 ******************** Page: 25 ******************** Chapter 3. Adding OS/2 2.0 to a DOS System (Dual Boot) This chapter describes how to install OS/2 2.0 on a hard disk that already has DOS installed so that you can use both operating systems. The OS/2 2.0 operating system is installed along with DOS in the primary partition of your hard disk. By following the procedures in this chapter, you set up your system to use Dual Boot. With Dual Boot, you can switch back and forth between your existing version of DOS and OS/2 2.0. Note: It is assumed that DOS is already installed on your system and that you are familiar with using DOS. You will add OS/2 2.0 to the same partition in which DOS resides. Keep in mind that, if you install this way, your existing version of DOS and OS/2 2.0 do not operate at the same time. You switch between the operating systems using the BOOT command. (When OS/2 2.0 is running, you can still take advantage of the DOS sessions that are part of OS/2 2.0.) Dual Boot Requirements Before you begin the procedures in this chapter, you should be aware of the following: DOS Version 3.2 or higher must be installed on your hard disk. OS/2 2.0 will work with DOS Version 3.2; however, to take full advantage of OS/2 capabilities, use DOS Version 3.3 or higher. The DOS operating system must exist on drive C before the OS/2 operating system is installed. The Dual Boot feature is operable only after OS/2 2.0 is installed. DOS uses the FAT file system only. Because OS/2 2.0 and DOS exist in the same partition, you cannot use the High Performance File System with the Dual Boot feature. The DOS partition on your hard disk must be active. (Use the FDISK utility program of DOS if you want to check to see if the DOS partition is active.) Be sure that the DOS operating + Copyright IBM Corp. 1992 25 1 ******************** Page: 26 ******************** system installed is the version you wish to use with the Dual Boot feature. Your primary partition must be large enough to accommodate both the DOS and OS/2 operating systems. (Note that the size of OS/2 2.0 depends upon which features you install.) You should consider the size of both operating systems and also leave room for the growth of a swap file. (A swap file contains segments of a program or data temporarily moved out of main storage.) A typical swap file is between 4MB and 8MB. For example, if your DOS system currently takes up 4MB and you are going to install all features of OS/2 2.0 (which require 30MB), your primary partition should be at least 40MB. (This will allow room for a swap file.) If you intend to place your programs and data in the primary partition, the partition will have to be large enough to accommodate those also. If your existing primary partition is not large enough, use the DOS FDISK command to change your hard disk setup. Follow the instructions in your DOS documentation. If you already have OS/2 Version 1.2 or 1.3 with the Dual Boot feature installed, you must make sure the partition is large enough to accommodate OS/2 2.0. QUESTION Do you have OS/2 Version 1.2 or 1.3 with the Dual Boot feature currently installed on your hard disk? If so, go to ■Installing the OS/2 2.0 Operating System┐ on page 30. 26 OS/2 2.0 Installation Guide 1 ******************** Page: 27 ******************** Setting Up Your System for Dual Boot Before you install OS/2 2.0, you will check to see that your DOS system is set up correctly. All DOS commands and utility programs must be located in a subdirectory, such as C:\DOS, and not in the root directory. (Most versions of DOS install the DOS commands and utility programs in a DOS subdirectory by default.) You must create or modify the DOS operating system CONFIG.SYS and AUTOEXEC.BAT files on your system and put them in the root directory of your hard disk before the OS/2 operating system is installed. This includes setting the SHELL, COMSPEC, PATH, and APPEND statements to find the DOS command files in the appropriate subdirectory. In the next section of this chapter, you will check to see that your setup meets these conditions. Making Sure Your DOS Directory Structure Is Correct 1. Start your computer using the DOS operating system that is on your hard disk, and go to the DOS command prompt. 2. For the Dual Boot feature to be installed correctly,a copy of your DOS CONFIG.SYS and AUTOEXEC.BAT files must be present in your root directory. All other DOS system files, including a copy of the COMMAND.COM file, must exist in a subdirectory. If your DOS system files and the COMMAND.COM file already exist in a subdirectory, go directly to ■Creating or Modifying the AUTOEXEC.BAT and CONFIG.SYS Files┐ on page 29. If your DOS system files and COMMAND.COM do not already exist in a subdirectory, continue to step 3. 3. Type the following command to createa DOS subdirectory on your C drive: MD C:\DOS and press Enter. Chapter 3. Adding OS/2 2.0 to a DOS System (Dual Boot) 27 1 ******************** Page: 28 ******************** 4. To make sure your root directory and DOS subdirectory are set up properly, follow these steps: a. Copy all the files from the root directory of the hard disk to the DOS subdirectory by typing: COPY C:\*.* C:\DOS Then press Enter. Note: Although this step copies your CONFIG.SYS and AUTOEXEC.BAT files to the DOS subdirectory, step 4c returns the files to where they properly belong. b. Delete all of your files from the root directory of the hard disk. Warning: Be sure to type the command correctly. When you enter the command, all files will be deleted, and you will not be able to recover the data. You will be asked if you are sure you want to use this command. Type: DEL C:\*.* Then press Enter. c. Place your existing AUTOEXEC.BAT file in the root directory by typing: COPY C:\DOS\AUTOEXEC.BAT C:\ Then press Enter. Place your existing CONFIG.SYS file back in the root directory by typing: COPY C:\DOS\CONFIG.SYS C:\ Then press Enter. d. Continue with ■Creating or Modifying the AUTOEXEC.BAT and CONFIG.SYS Files┐ on page 29. 28 OS/2 2.0 Installation Guide 1 ******************** Page: 29 ******************** Creating or Modifying the AUTOEXEC.BAT and CONFIG.SYS Files Before installing the OS/2 operating system, you must create or modify the DOS CONFIG.SYS and AUTOEXEC.BAT files on your hard disk. This includes setting the SHELL, COMSPEC, PATH, and APPEND statements to find the DOS command files in the appropriate subdirectory. 1. To create or modify the DOS AUTOEXEC.BAT and CONFIG.SYS files, use an editor (for example, EDLIN). Make sure that you specify the correct path for the editor. For example, if you use EDLIN to edit the AUTOEXEC.BAT file, you would type the following: C:\DOS\EDLIN C:\AUTOEXEC.BAT Make sure you edit the copies of AUTOEXEC.BAT and CONFIG.SYS that exist in the root directory. 2. Add the following statements, if they do not already exist, to the AUTOEXEC.BAT file. (If you have DOS 5.0 installed, make sure you place these statements before the C:\DOS\DOSSHELL statement.) SET COMSPEC=C:\DOS\COMMAND.COM PATH C:\DOS APPEND=C:\DOS COPY C:\DOS\COMMAND.COM C:\ >NUL 3. To the CONFIG.SYS file, add: SHELL=C:\DOS\COMMAND.COM /P Note: These statements include the minimum required parameters. You can specify additional parameters if you wish, but be sure that the DOS directory is specified as indicated. 4. If you are using DOS Version 4.0 and you want to use the DOS shell, make sure that the correct directory is specified in DOSSHELL.BAT. Edit DOSSHELL.BAT and, if necessary, change: @CD C:\ to @CD C:\DOS Chapter 3. Adding OS/2 2.0 to a DOS System (Dual Boot) 29 1 ******************** Page: 30 ******************** If this change is not made, you will receive the message: Mouse file missing or unreadable. 5. Remove any diskette from drive A. 6. Press and hold Ctrl+Alt; then press Del to restart the system. If the system does not operate, review the previous steps to make sure you have completed all of them. Remember, you must have a working copy of DOS installed and it must not be in the root directory. During OS/2 installation, OS/2 CONFIG.SYS and AUTOEXEC.BAT files are created. The OS/2 operating system places DOS CONFIG.SYS and AUTOEXEC.BAT files in the C:\OS2\SYSTEM subdirectory with a .DOS extension. This is to make sure that the OS/2 operating system uses the correct AUTOEXEC.BAT and CONFIG.SYS files. Continue with ■Installing the OS/2 2.0 Operating System.┐ Do not select the format option while installing the OS/2 operating system. After the operating system is installed, you can start the Dual Boot feature. (See ■Starting the Dual Boot Feature┐ on page 32.) Installing the OS/2 2.0 Operating System If you have DOS or Microsoft Windows programs that you want to install, do so before you install the OS/2 operating system. To install the operating system, do the following: 1. Insert the Installation Diskette into drive A. 2. Turn on the computer. If the computer is already on, press and hold Ctrl+Alt, and then press Del to restart the system. The following screen appears: 30 OS/2 2.0 Installation Guide 1 ******************** Page: 31 ******************** 3. Remove the Installation Diskette, insert Diskette1, and press Enter. You will be prompted at various points during installation to remove the diskette in drive A and to insert another diskette. Be sure to leave the diskette in drive A until the instructions direct you to replace it. You will replace diskettes several times before the operating system finishes copying information from the diskettes to the hard disk of your computer. Note: If an error message is displayed while you are installing the operating system, see ■Responding to Installation Errors┐ on page 82 for an explanation of the message and the corrective action. 4. As information is displayed, either accept it or change it. When you are prompted to select an installation drive, make sure you select drive C. Also, do not format your hard disk during installation. If you are not sure of a choice, press F1 for help. (Or, you can refer to Chapter 2, ■Installing OS/2 2.0 as the Only Operating Chapter 3. Adding OS/2 2.0 to a DOS System (Dual Boot) 31 1 ******************** Page: 32 ******************** System (Basic Installation)┐ on page 11, which provides additional information about installing OS/2 2.0.) Viewing the OS/2 Tutorial When the operating system is installed and you have restarted the system, the OS/2 Tutorial is displayed. View the tutorial now to learn about the new features of the OS/2 operating system. Starting the Dual Boot Feature After you have installed the OS/2 operating system, you use the BOOT command to switch from one operating system to another: If you are running the OS/2 operating system and want to switch to DOS, select an OS/2 command prompt from the Command Prompts folder. (The Command Prompts folder is located in the OS/2 System folder.) Then, type: BOOT /DOS and press Enter. Another way to switch to DOS is to double-click on the Dual Boot icon located in the Command Prompts folder. If you are running DOS and want to switch to the OS/2 operating system, type: C:\OS2\BOOT /OS2 at the DOS command prompt. Then press Enter. For additional information about the BOOT command, refer to the OS/2 Command Reference. Each time the system is shut down and restarted, it starts in whichever operating system was last being used. For example, if you shut down the system while DOS is running, your system will start in DOS the next time you turn on the system. Remember, however, that the OS/2 operating system and DOS do not operate at the same time. 32 OS/2 2.0 Installation Guide 1 ******************** Page: 33 ******************** Chapter 4. Installing Multiple Operating Systems (Boot Manager) This chapter describes how you can install multiple operating systems on the hard disk of your computer. To install multiple operating systems, you will set up multiple partitions on the hard disk during the installation of the OS/2 operating system. You will also install the Boot Manager feature. After the Boot Manager is installed and all the operating systems are installed in their own partitions, you use the Boot Manager startup menu to select one of the operating systems. Each time you start your system, you decide which operating system you want to be active. How This Chapter is Organized This chapter is separated into three major sections. It is recommended that you read the entire chapter. Section Page Number An overview of the Boot Manager 34 Hard disk management 36 Getting started with installing OS/2 2.0 and 43 partitioning the hard disk In addition, examples of installing multiple operating systems are provided in Appendix C, ■Examples of Installing OS/2 2.0 and Partitioning Your Hard Disk┐ on page 85. For example, if you want to see a brief, step-by-step example of installing DOS and OS/2 2.0, see Appendix C. + Copyright IBM Corp. 1992 33 1 ******************** Page: 34 ******************** An Overview of the Boot Manager If you are going to install multiple operating systems, you can use the Boot Manager feature to manage the selective startup of those systems. From the Boot Manager startup menu, you can select which operating system you want to use each time you start your system. The following is an example of a Boot Manager startup menu that includes three operating systems. You use the FDISK utility program during the installation of OS/2 2.0 to install the Boot Manager feature. FDISK is a program supplied with OS/2 2.0 that can be used to manage such tasks as creating and deleting the partitions on your hard disk. 34 OS/2 2.0 Installation Guide 1 ******************** Page: 35 ******************** The following is a brief list of the steps you follow to set up your hard disk for multiple operating systems. These steps are described in detail later in this chapter. Examples are provided in Appendix C, ■Examples of Installing OS/2 2.0 and Partitioning Your Hard Disk┐ on page 85. You install the Boot Manager in its own partition (1MB in size). You then create partitions for any operating systems (including OS/2 2.0) you are going to install. Next, you install the OS/2 2.0 operating system. Finally, you can install the other operating systems in the partitions you created for them. If you prefer, you can install the other operating systems at a later time. Important: You should understand how a hard disk is partitioned before you begin your installation. Make sure you read the following section on hard disk management. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 35 1 ******************** Page: 36 ******************** Hard Disk Management During installation, you have the option of installing the OS/2 operating system in one partition that takes up the entire hard disk. If, however, you choose to separate your hard disk into multiple partitions, you see the FDISK screen. From the FDISK screen, you specify the number and type of partitions that you want created. You can create primary partitions, which are typically used for operating systems. You can also create logical drives in an area of the hard disk that is outside the primary partitions. This area is known as the extended partition. The logical drives within the extended partition are typically used to hold programs and data. Your hard disk can be separated into a maximum of four partitions. You can have four primary partitions or three primary partitions and the extended partition. If you are going to install multiple operating systems on your hard disk, you must create one primary partition to contain the programs that manage the startup of multiple operating systems. (This partition is referred to as the Boot Manager partition.) After the Boot Manager partition is created, you can create up to three additional primary partitions (to hold three operating systems), as in the following example: ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌┘ Boot Manager ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ DOS 5.0 ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ OS/2 1.3 ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ OS/2 2.0 ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌ Figure 1. Hard Disk with Four Primary Partitions An important aspect of primary partitions is the fact that, at any moment in time, only one of the primary partitions is active. When a given primary partition is active, any other primary partitions 36 OS/2 2.0 Installation Guide 1 ******************** Page: 37 ******************** cannot be accessed. Therefore, the operating system in one primary partition cannot access the data in another primary partition. Another way of subdividing your hard disk is to create logical drives within an extended partition. Logical drives are typically used to hold programs and data. However, you can also install OS/2 2.0 in a logical drive, as in the following example: ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌┘ Boot Manager ▌▌▌▌▌▌▀ Primary Partition ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ DOS 5.0 ▌▌▌▌▌▌▀ Primary Partition ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ OS/2 1.3 ▌▌▌▌▌▌▀ Primary Partition ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ OS/2 2.0 ▌▌▀ Logical Drive ▌▌▌┘ ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ ▌▌▌▀ Extended Data ▌▌▀ Logical Drive Partition ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Data ▌▌▀ Logical Drive ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌ ▌▌▌ Figure 2. Hard Disk with Primary Partitions and Logical Drives The extended partition takes the place of one of the primary partitions on your hard disk. In other words, if you create logical drives within an extended partition, your hard disk can contain only three primary partitions. Note that you must have one primary partition in addition to the Boot Manager partition. In Figure 2, notice that two logical drives have been set aside for data. That data can be shared by all the operating systems (provided the file system formats of the logical drives are compatible with the operating systems). All of the logical drives exist within one partitionªthe extended partition. You don't explicitly create the extended partition. The extended partition is created the first time you create a logical (non-primary) drive. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 37 1 ******************** Page: 38 ******************** One of the differences between a logical drive and a primary partition is that each logical drive is assigned a unique drive letter. However, all primary partitions on a hard disk share the same drive letter. (On the first hard disk in your system, the primary partitions share drive C). This means that only one primary partition on a hard disk can be accessed at one time. (Note that the Boot Manager partition is different from other primary partitions because it is never assigned a drive letter.) ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌┘ Primary (Boot Manager) ▌▌▌▌▌▌▌▌▌▌▀ No drive letter. ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ ▌┘ Primary (DOS 5.0) ▌▌▌▌▌▌▌▌▀ These partitions share C: ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ (Only one can be active) Primary (OS/2 1.3) ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ ▌ Logical Drive ▌▌▌▌▌▌▌▌▌▌▀ D: (OS/2 2.0) ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Logical Drive (Data) ▌▌▌▌▌▌▌▌▌▌▀ E: ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Logical Drive (Data) ▌▌▌▌▌▌▌▌▌▌▀ F: ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌ Figure 3. Drive Letter Assignment Example Notice the drive letter assignments in this illustration. The operating system that is active when you start the system performs a process known as drive mapping , in which partitions and logical drives are assigned drive letters. All the primary partitions are mapped first and all logical drives within extended partitions are assigned subsequent drive letters (up through Z). Only one primary partition per hard disk can be active at a time. So, only one primary partition is actually assigned the letter C at any one time. The other primary partitions are not mapped. 38 OS/2 2.0 Installation Guide 1 ******************** Page: 39 ******************** An operating system maps only those drives with a format type that it supports. For example, DOS does not support the installable file system (IFS) format. (The High Performance File System is an example of an IFS format.) Therefore, any partition or logical drive that is formatted with IFS is not mapped by DOS and is not assigned a drive letter. In the following figure, DOS is active in a primary partition. (The other primary partitions are not mapped.) Drive D is formatted for the File Allocation Table (FAT) file system, which DOS recognizes. However, the next drive is formatted with a file system that DOS does not recognize. Therefore, DOS ignores this drive. Some versions of DOS (such as DOS Version 5.0) will recognize the last partition on the hard disk (in this example) and assign it the letter E. In other versions of DOS, no drives beyond the HPFS drive are recognized. Therefore, no data in those partitions can be used by DOS. ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌┘ Primary (Boot Manager) ▌▌▌▌▌▌▌▌▌▌▀ No drive letter. ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Primary (DOS) ▌▌▌▌▌▌▌▌▌▌▀ C: ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Primary (OS/2 2.0) ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Logical (Data) ▌▌▌▌▌▌▌▌▌▌▀ D: FAT format ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Logical (Data) ▌▌▌▌▌▌▌▌▌▌▀ DOS does not recognize this HPFS format ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Logical (Data) ▌▌▌▌▌▌▌▌▌▌▀ E: FAT format ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌ Figure 4. Example of Drive Mapping. This example illustrates the problem that can result when the operating system does not recognize a file format. You can avoid such a problem by placing the logical drive formatted for the High Performance File System at the end of the hard disk. Because of the problems that can result when drives are remapped, you should avoid deleting logical drives that exist in the middle of your hard disk. For example, if you were to delete a logical drive from the middle of your disk, the subsequent drives would be remapped. (Drive F would become drive E, and so on.) Chapter 4. Installing Multiple Operating Systems (Boot Manager) 39 1 ******************** Page: 40 ******************** Problems would result if any programs refer to the former drive letter. The following figure is an example of how drives are mapped in a system that has two hard disks. Hard Disk #1 Hard Disk #2 ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌┘ ▌ ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌┘ Boot Manager ▌▌▌▌▀ No drive Primary ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ ▌┘ letter ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Primary Primary ▌▌▌▌ C: D: ▌▌▌▌ ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Primary Primary ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ ▌ ▌ ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Logical Drive ▌▌▌▌▌▀ E: H: ▌▌▌▌▌ Logical Drive ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Logical Drive ▌▌▌▌▌▀ F: I: ▌▌▌▌▌ Logical Drive ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ ┌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌╗ Logical Drive ▌▌▌▌▌▀ G: J: ▌▌▌▌▌ Logical Drive ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌ ▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌▌ Figure 5. Example of Drive Mapping ina System with Two Hard Disks The important thing to remember when you are setting up your system is that only one primary partition can be accessible (active) on each hard disk at any system startup. On the other hand, all the logical drives within the extended partition are accessible (provided their file system formats are compatible with the starting operating system). 40 OS/2 2.0 Installation Guide 1 ******************** Page: 41 ******************** Planning for a Boot Manager Setup When you are planning your Boot Manager setup, be aware of the following: If you want to preserve existing partitions on your hard disk, you can install the Boot Manager partition at the end of the hard disk. Otherwise, create the Boot Manager partition at the beginning of the hard disk. Use primary partitions for DOS systems or previous releases of the OS/2 operating system. To prevent hard disk fragmentation and loss of usable disk space, create all primary partitions contiguously, at the beginning or end of the disk free space area. Put all installable file systems (such as the High Performance File System) at the end of the disk configuration. As mentioned earlier, some operating systems do not recognize installable file systems. By placing all installable file systems at the end of the disk, you can prevent the problem that results when drives are remapped. Be aware of specific operating-system restrictions on the hard disk. For example, to run properly, DOS 3.3 must be installed in a primary partition that is within the first 32MB of the hard disk. If you are installing a primary partition for DOS and you intend to load that version of DOS into a DOS session of OS/2 2.0, you will need to change the DOS CONFIG.SYS and AUTOEXEC.BAT files. (You do this after you finish installing the operating systems.) Refer to starting specific version in the DOS topic of the Master Help Index. (The Master Help Index is displayed on your screen after the OS/2 operating system is installed.) You can install both DOS and a version of the OS/2 operating system in the same primary partition if you want to use the Dual Boot feature within your Boot Manager setup. However, you will have to copy the BOOT.COM file from the OS/2 2.0 partition to the primary partition after you install OS/2 2.0. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 41 1 ******************** Page: 42 ******************** If you are using the IBM* DOS 5.00 Upgrade to update your DOS 3.3 or DOS 4.0 system, you should be aware that some versions of the upgrade will not recognize the DOS partition unless it is the only partition on the hard disk. You might have to do the following: 1. Make sure that the DOS partition is the only primary partition on your hard disk. 2. Install the DOS 5.00 Upgrade. 3. Add the Boot Manager partition and install OS/2 2.0. Note that an example of adding the Boot Manager to an existing system is outlined in ■Example 4: Installing Boot Manager without Repartitioning the Entire Hard Disk┐ on page 92. Sample FDISK Screen The following FDISK screen represents a typical hard disk layout of a 120MB hard disk with three operating systems installed. * Trademark of the IBM Corporation 42 OS/2 2.0 Installation Guide 1 ******************** Page: 43 ******************** In the previous screen, note the following: The Boot Manager partition is marked Startable. When you start your system, the Boot Manager will be in control. You can then choose which operating system you want to run. DOS 3.3 and DOS 5.0 are set up in primary partitions. However, only DOS Version 3.3 is accessible. Notice that the drive letter (C) is displayed on the line that contains information about the DOS 3.3 partition. The placement of the drive letter indicates which of the primary partitions will be active at the next system startup. DOS and previous versions of the OS/2 operating system can reside only in a primary partition on the first hard disk. They cannot reside in a logical drive within the extended partition. OS/2 2.0 resides in a logical drive in the extended partition (drive D in this example). Remember that OS/2 2.0 can reside in either a primary partition or in a logical drive within the extended partition. The logical drive labeled E is set aside for common tools or programs that can be shared by the operating systems. 55MB of free space is available. This area can be set aside for future use. For example, you could later add logical drives at the end of the free space without disturbing any currently installed partitions. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 43 1 ******************** Page: 44 ******************** Getting Ready for Installation To partition your hard disk and install multiple operating systems, you will follow the steps that are described in detail in the next section. An overview of the steps is provided in the following list. Examples of setting up your hard disk for multiple operating systems are provided in Appendix C, ■Examples of Installing OS/2 2.0 and Partitioning Your Hard Disk┐ on page 85. 1. Begin the installation of OS/2 2.0. 2. Set upa partition for the Boot Manager. 3. Set up any primary partitions on the first hard disk that you want to use to install other operating systems. Note: At this point, you can also set up logical drives within the extended partition for data or programs. 4. Set up the primary partition or logical drive for OS/2 2.0. 5. Install OS/2 2.0 in that primary partition or logical drive. After you have installed OS/2 2.0, you can install the other operating systems in the primary partitions that you set up in step 3. Note that OS/2 installation does not control the installation of the other operating systems. Each operating system must be installed with its own installation package. In the procedure that follows, the partitions for other operating systems are created first, and then the partition (or logical drive) for OS/2 2.0 is created. It is not necessary to create the partitions in this order. If you prefer, you can create the OS/2 partition (or logical drive) first, and then create the other partitions. 44 OS/2 2.0 Installation Guide 1 ******************** Page: 45 ******************** Back up your files! If you are going to change an existing partition on your hard disk, you must back up the data or programs in that partition before you begin installation. If you do not back up the data or programs before you repartition, they will be deleted. Refer to the documentation for your operating system for more information about backing up the files. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 45 1 ******************** Page: 46 ******************** Starting the OS/2 2.0 Installation 1. Insert the OS/2 Installation Diskette into drive A. 2. Turn on the computer. If the computer is already on, press and hold Ctrl+Alt, and press Del to restart the system. 3. When prompted to do so, remove the Installation Diskette, insert Diskette 1 , and press Enter. 4. If you are installing OS/2 2.0 ona new system (ona hard disk that does not currently contain an operating system), follow the instructions listed under ■Installing OS/2 2.0 on a New System.┐ Otherwise, go to ■Installing OS/2 2.0 on an Existing System┐ on page 47. Installing OS/2 2.0 on a New System If you are installing OS/2 2.0 on a new system (on a hard disk that does not currently contain an operating system), you see several introductory screens, followed by this screen: To install the Boot Manager, do the following: 1. Select option2 to display the FDISK screen. 2. Go to ■Creating the Boot Manager Partition┐ on page 50. 46 OS/2 2.0 Installation Guide 1 ******************** Page: 47 ******************** Installing OS/2 2.0 on an Existing System If you are installing OS/2 2.0 on an existing system (on a hard disk that currently contains an operating system), you see several introductory screens, followed by this screen: 1. Select option 2. Note: If your hard disk has previously defined partitions, and none of the partitions is large enough to install OS/2 2.0, you will see the Partitions Too Small screen instead of the Installation Drive Selection screen. Press Enter when the Partitions Too Small screen is displayed. You see the following screen: Chapter 4. Installing Multiple Operating Systems (Boot Manager) 47 1 ******************** Page: 48 ******************** 2. If you want to save the programs or data in the partition, use the BACKUP command (or its equivalent) from your existing operating system. Note: If you leave the installation at this point, you will have to restart the entire installation process. 3. If you have already backed up the data, or if you do not need to keep the data, press Enter to start the FDISK utility program. Setting Up Your Hard Disk The FDISK screen shows all partitions that are currently set up on your system. If you are installing the OS/2 operating system on a new system, go to ■Creating the Boot Manager Partition┐ on page 50. If partitions exist on your system, they are listed on the FDISK screen. Follow the procedures listed below under ■Deleting Existing Partitions┐ on page 49. 48 OS/2 2.0 Installation Guide 1 ******************** Page: 49 ******************** Deleting Existing Partitions To set up your system, you must make sure there is enough room on your hard disk to accommodate the desired setup. It might be necessary for you to delete some or all of the existing partitions on your hard disk. For example, if your hard disk currently has only one partition that takes up the entire hard disk, you must delete that partition. However, if your hard disk has ample free space, you can keep one or more existing partitions and add to them. (An example of installing the Boot Manager and OS/2 2.0 while preserving an existing partition is shown in ■Example 4: Installing Boot Manager without Repartitioning the Entire Hard Disk┐ on page 92.) Note that any changes you specify on the FDISK screen do not actually go into effect until you press F3 to exit FDISK. You will then be asked to confirm that you want to save your changes. Warning: All information you want to save must be backed up. Changing the size of a partition deletes all information about that partition, and the entire operating system must be reinstalled when the new partition is created. 1. Use the Up Arrow(«) or Down Arrow(») key to highlight the partition you want to delete. 2. Press Enter to display the Options menu. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 49 1 ******************** Page: 50 ******************** 3. Select Delete partition and press Enter. Notice that the information about the partition is deleted. The words Free Space are displayed in the space formerly occupied by the partition information. 4. Repeat steps1 through3 for any other partitions that you need to delete. 5. When you are finished deleting partitions, continue to ■Creating the Boot Manager Partition.┐ Creating the Boot Manager Partition The first partition you create is the Boot Manager partition. To create this partition: 1. Make sure that the Free Space line is highlighted. If it is not, press the Up Arrow (« ) or Down Arrow (» ) key until it is highlighted. 2. Press Enter to display the Options menu. 3. Select Install Boot Manager and press Enter. 4. Specify whether the partition should be at the beginning or the end of the available space on the hard disk. 50 OS/2 2.0 Installation Guide 1 ******************** Page: 51 ******************** Note: It is recommended that you install the Boot Manager partition at the beginning of the hard disk. However, the only restriction on the placement of the Boot Manager partition is that it be within the first 1GB (gigabyte) of the disk space. (A gigabyte is equal to 1 073 741 824 bytes, or 1024MB.) The procedures that follow show you how to create partitions for other operating systems before you create the partition or logical drive for OS/2 2.0. It is not necessary to create the partitions in this order. If you prefer, you can create the partition or logical drive for OS/2 2.0 before you create the other partitions. Creating Partitions for Operating Systems Other than OS/2 2.0 and for Logical Drives After you create the partition for the Boot Manager, create primary partitions for any DOS versions or previous versions of the OS/2 operating system that you are going to install. At this time, you can also create any logical drives for data or programs. (Some operating systems, such as AIX, require that their own disk utility program create the installation partition. The OS/2 2.0 FDISK utility program cannot create the partition for these operating systems.) If you are creating only one partition (for OS/2 2.0), go to ■Creating the Partition or Logical Drive for OS/2 2.0┐ on page 56. Otherwise, follow these steps to create partitions and logical drives: 1. Make sure that the Free Space line is highlighted. If it is not, press the Up Arrow (« ) or Down Arrow (» ) key until it is highlighted. 2. Press Enter to display the Options menu. 3. Select Create partition and press Enter. 4. Type the size (in MB) of the partition you are creating. Use the following chart to help you determine a minimum size for the partition. Note that some products (such as Extended Services for OS/2) require extra space in the OS/2 partition, even if you are installing them in their own partitions. For more specific information about partition sizes, see the documentation that Chapter 4. Installing Multiple Operating Systems (Boot Manager) 51 1 ******************** Page: 52 ******************** came with the product you are installing. For example, if you are installing Extended Services for OS/2, refer to the Extended Services of OS/2 Hardware and Software Reference for specific guidance. Table 1. Planning Table for Partition Sizes Contents Size Hard Disk Considerations DOS 3.3 2MB Must be in a primary partition within the first 32MB on the first hard disk. DOS 4.0 3MB Must be in a primary partition on the first hard disk. DOS 5.0 4MB Must be in a primary partition on the first hard disk. OS/2 1.x 20MB Must be in a primary partition on the first SE hard disk. Installs in less than 20MB, but segment swapping is inhibited. OS/2 1.x EE 30MB Must be in a primary partition on the first hard disk. Installs in less than 30MB with reduced function. OS/2 2.0 15-30MB Can be in a primary partition or logical drive. Installs in less than 20MB with reduced function. If you choose a minimum size for the partition, you might want to place the swap file on another partition. To do this, select Select features and install from the OS/2 Setup and Installation window. Then, select Software configuration. AIX Partition size determined and built by AIX Disk utility program. Partition is created at the end of the hard disk. Place system tools or common applications in a logical drive within the extended partition so that the data can be shared among the operating systems. 52 OS/2 2.0 Installation Guide 1 ******************** Page: 53 ******************** 5. Specify whether this isa primary partition ora logical drive within the extended partition. Consider the following: All versions of DOS must reside in primary partitions on the first hard disk. Versions of OS/2 before 2.0 must also reside in primary partitions. ╟ Your hard disk can be separated into a maximum of three primary partitions (in addition to the Boot Manager partition.) If you are going to create logical drives within an extended partition, you can set up two primary partitions (in addition to the Boot Manager partition). ╟ Remember that primary partitions cannot share data. Logical drives within an extended partition are shareable. This means that any data installed in the logical drive can be used by an operating system running from any other active logical drive on the system, if the file system formats are compatible. 6. Specify the location of the partition or logical drive you want to create. Select either Create at Start of Free Space or Create at End of Free Space. Note that the logical drives cannot be intermixed with primary partitions. Note: This option is not available when the amount of free space equals the size of the request. Once you have set up the partition, you use the Options menu choices to specify information about the partition. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 53 1 ******************** Page: 54 ******************** Options Menu Choices The following list describes each of the choices on the Options menu. Note that some of the options are available under certain conditions only. If you press Enter when an unavailable choice is highlighted, the system will respond with a warning beep. Install Boot Manager This choice is used only onceªwhen you create the partition for the Boot Manager. It is unavailable thereafter. Create partition This choice is used to create primary partitions and logical drives within the extended partition. You can use this choice whenever there is free space available on the hard disk. Add to Boot Manager menu This choice is used to add the name of a partition or logical drive to the Boot Manager startup menu. You should use this choice for any operating system that you want to be able to select when you start the system. When you select this choice, the New Name window is displayed. You use the New Name window to assign a meaningful name to the partition or logical drive. Change partition name This choice is used to change the name that you have previously assigned to a partition or logical drive. Assign C: partition This choice is used to specify which primary partition you want to be active (when more than one primary partition is installed on your system). The placement of the drive letter (C) tells you which primary partition will be visible (or accessible ) after you restart the system. Set startup values This choice is used to specify the actions of the Boot Manager startup menu. For example, with Set startup values, you can specify how long you want the Boot Manager menu to be displayed before the default 54 OS/2 2.0 Installation Guide 1 ******************** Page: 55 ******************** operating system is started. You can also specify which operating system you want as the default. Remove from Boot Manager menu This choice is used to delete a name from the Boot Manager startup menu. When you delete the name, you can no longer select the operating system associated with that name from the Boot Manager startup menu. Delete partition This choice is used to delete information about a primary partition or logical drive. After you exit from FDISK, all the data in the partition or logical drive is deleted. Set installable This choice is used to mark a partition or logical drive as the target for installation. For example, before you install OS/2 2.0, you set one primary partition (or logical drive) as installable. Later, when you install other operating systems, you mark their partitions as installable before you actually install the operating systems. After you install the operating system, the status of this partition is changed from Installable to Bootable. Make startable This choice is used to determine which primary partition is activated when you start your system. When you install the Boot Manager, it is automatically marked as startable. This means that the Boot Manager is in control when you start your system. Only one primary partition on the first hard disk can be made startable. If you set any other primary partition startable, the Boot Manager startup menu will not appear when you start the system. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 55 1 ******************** Page: 56 ******************** Specifying Options To specify options for the partition you just created: 1. Press Enter to display the Options menu. 2. Select Add to Boot Manager menu if you want this partition displayed on the Boot Manager startup menu. If you do not select this choice for the partition, you cannot select the operating system that exists in this partition from the menu at startup time. a. If you select Add to Boot Manager menu , you see the window in which you are asked to type a name for the partition. Type the name. b. Press the Enter key. If you have additional partitions to set up, follow the instructions outlined in ■Creating Partitions for Operating Systems Other than OS/2 2.0 and for Logical Drives┐ on page 51. Otherwise, continue to ■Creating the Partition or Logical Drive for OS/2 2.0.┐ Creating the Partition or Logical Drive for OS/2 2.0 After you have created the partitions for the Boot Manager and for each of the other operating systems you plan to install, create the partition or logical drive in which you will install OS/2 2.0. OS/2 2.0 can be installed in either a primary partition or a logical drive within the extended partition. Important: Some operating systems, such as AIX, use their own disk utility program to set up partitions. The partitions for such operating systems are created when you actually install the operating systems. You must leave sufficient space on the hard disk to accommodate these operating systems. To create the partition or logical drive for OS/2 2.0: 1. Make sure that the Free Space line is highlighted. If it is not, press the Up Arrow (« ) or Down Arrow (» ) key until it is highlighted. 2. Press Enter to display the Options menu. 56 OS/2 2.0 Installation Guide 1 ******************** Page: 57 ******************** 3. Select Create partition and press Enter. 4. Type the size (in MB) of the partition or logical drive you are creating. If you are going to install all features of OS/2 2.0, you need a partition of at least 30MB. 5. Specify whether this partition isa primary partition ora logical drive within the extended partition. If you have already marked three partitions as primary partitions, you might want to select Extended Logical Drive for OS/2 2.0. Your hard disk can be made up of a maximum of four primary partitions or three primary partitions and multiple logical drives within one extended partition. So, if you create a primary partition for OS/2 2.0 when three primary partitions already exist, you cannot create any logical drives. 6. Specify the location of the partition or logical drive you want to create. Note: This option is not available when the amount of free space equals the size of the request. Specifying Options for the OS/2 2.0 Partition or Logical Drive Once you have set up the partition or logical drive, you use the Options menu choices to specify certain information. For example, you use the Options menu to indicate which partition or logical drive to use for OS/2 2.0 installation. To specify options: 1. Press Enter to display the Options menu. 2. Highlight Add to Boot Manager menu and press Enter. 3. Type the name you want to assign to this partition or logical drive, and press Enter. 4. Press Enter to display the Options menu. 5. Highlight Set installable and press Enter. You must select Set installable for this partition or logical drive. By selecting Set installable , you indicate which partition or logical drive should be used for OS/2 2.0. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 57 1 ******************** Page: 58 ******************** 6. Use the Set startup values choice if you are going to have multiple operating systems installed. (You use Set startup values to configure the Boot Manager environment. In this window, you indicate how you want the Boot Manager startup menu displayed.) Note: You can indicate how you want your Boot Manager environment configured during this part of installation, or you can choose to configure the environment after installation. To configure the Boot Manager environment after installation, do the following: a. Double-click on OS/2 System. b. Highlight Drives and press mouse button 2 to display a pop-up menu for Drives. c. Select Create partition. When you select Set startup values from the Options menu of FDISK, the following screen is displayed: a. Specify the default drive: 1) Highlight the line on the FDISK screen that contains the information for the operating system you want preselected at startup time. For example, if you want OS/2 2.0 to be the preselected choice on the Boot Manager startup menu, highlight the OS/2 2.0 line. 58 OS/2 2.0 Installation Guide 1 ******************** Page: 59 ******************** 2) Press Enter to display the Options menu. 3) Select Set startup values and press Enter. 4) With Default highlighted, press Enter. Notice that the name of the partition you chose is listed next to Default. b. Set the menu display time: 1) Indicate how long you want the Boot Manager startup menu displayed when you start your system. If you want the menu displayed for a certain period of time before the default operating system starts, accept the value of Yes. If you want the menu to be displayed indefinitely (until you explicitly select a choice from the menu), highlight Timer and press Enter to change the value to No. 2) If you selected Yes for Timer , indicate how long you want the menu displayed before the default operating system is started. You can either accept the value listed next to Timeout or you can change the value. To change the value: a) Select Timeout and press Enter. b) Type the amount of time (in seconds) that you want the menu displayed before the preselected operating system is automatically started. c) Press Enter. c. Set the menu mode to indicate how you want the Boot Manager startup menu to be displayed. You can select Normal or Advanced. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 59 1 ******************** Page: 60 ******************** The normal mode menu looks like this: The advanced mode menu looks like this: To change the mode that is currently displayed: 1) Highlight Mode. 2) Press Enter. d. Press F3 to update your FDISK screen. 60 OS/2 2.0 Installation Guide 1 ******************** Page: 61 ******************** Saving Your Changes Once you have set up your hard disk, you must save your changes. 1. Press F3. 2. Select Save and Exit and press Enter. The options you select during your FDISK session will not be active until you select Save and Exit and press Enter. Note that you will be asked to reinsert the Installation Diskette and the numbered diskettes. Continuing with OS/2 2.0 Installation Once all your partitions are set up, continue installing OS/2 2.0. Follow the instructions on the screen. When the Installation Drive Selection screen is displayed, select option 1, Accept the drive. Selecting the Operating System Features Once the hard disk of your computer is set up, you see the OS/2 Setup and Installation window. In this part of installation, you make choices about which features of the operating system you want to install. If you want to format any logical drives (as described in the next section), select Select features and install from the OS/2 Setup and Installation window. If you need assistance in completing the screen, press the F1 key to see more information about your choices. (Or, you can refer to Chapter 2, ■Installing OS/2 2.0 as the Only Operating System (Basic Installation)┐ on page 11, which provides additional information about making selections on the screen.) Chapter 4. Installing Multiple Operating Systems (Boot Manager) 61 1 ******************** Page: 62 ******************** Formatting Logical Drives If you have any logical drives that you want to format, you can do so by selecting Format from the Options menu of the OS/2 Setup and Installation screen. For example, if you want to format one of your logical drives for the High Performance File System, you would do the following: 1. Select Options from the menu bar of the OS/2 Setup and Installation screen. 2. Select Format. 3. Specify the High Performance File System. Viewing the Tutorial After OS/2 installation is completed, you will see the OS/2 Tutorial. After you complete the tutorial, you can install any other operating systems for which you have created partitions. Note that it is not necessary to install the operating systems now. If you prefer, you can install them at a later time. 62 OS/2 2.0 Installation Guide 1 ******************** Page: 63 ******************** Installing Other Operating Systems When the Boot Manager and OS/2 2.0 are installed, you can install the other operating systems. Do you have more than one primary partition? If you set up more than one primary partition (other than the Boot Manager partition) when you set up your hard disk, follow this procedure before you begin the installation of the operating systems. You need to indicate which primary partition should be used for the operating system you are installing. For example, suppose three partitions (in addition to the Boot Manager partition) are set up on your hard disk: two primary partitions and one extended partition containing logical drives. If you want to install OS/2 Version 1.3 in the first primary partition, you have to make sure that the first primary partition is marked as installable. To set the partition to installable, do the following: 1. Double-click on OS/2 System. 2. Highlight Drives and press mouse button2 to displaya pop-up menu for Drives. 3. Select Create partition. The drive letter (for example, C:) is shown next to the primary partition that is active. (Remember that only one primary partition can be active, or accessible, at a time.) If the partition in which you want to install the operating system is not the active primary partition, do the following: 1. Highlight the partition in which you want to install the operating system. 2. Select Options from the menu bar. 3. Select Set installable. 4. Select Options from the menu bar. 5. Select Exit. 6. Select the Save push button from the window that is displayed. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 63 1 ******************** Page: 64 ******************** Once you set the correct primary partition as installable (if you have more than one primary partition), you can begin the installation of the other operating systems. Note: If you are going to install DOS and a version of the OS/2 operating system in the same primary partition, refer to Chapter 3, ■Adding OS/2 2.0 to a DOS System (Dual Boot)┐ on page 25 for instructions. Remember that to use the Dual Boot feature, you must install DOS in the partition before you install the OS/2 operating system. 1. Insert the installation diskette from the operating system you are installing. Then, press and hold Ctrl+Alt, and press Del to restart the system. 2. During installation, make sure that you install the operating system in the desired partition. If you are asked whether you want to format the partition, indicate that you do. FDISK sets up partitions but does not format them. 3. Press and hold Ctrl+Alt, and press Del to restart the system. 4. If you installed OS/2 Version 1.3 or DOS Version 5.0, you will need to make the Boot Manager partition startable. You should also follow the steps outlined below if, for any reason, the Boot Manager startup menu does not appear as you specified it during installation of OS/2 2.0. (For example, if you installed multiple operating systems and wanted the Boot Manager startup menu to appear but, instead, one of the other operating systems starts, you would need to make the Boot Manager partition startable. In DOS terminology, this is the same as making the partition active .) You can use the version of FDISK (or its equivalent) from the operating system that is active to make the Boot Manager partition startable. Or, you can do the following: a. Insert the OS/2 Installation Diskette into drive A. b. Press and hold Ctrl+Alt, and press Del to restart the system. c. When prompted to do so, remove the Installation Diskette, insert Diskette 1 , and press Enter. d. When the Welcome screen is displayed, remove the diskette from drive A. 64 OS/2 2.0 Installation Guide 1 ******************** Page: 65 ******************** e. Press and hold Ctrl+Alt, and press Del to restart the system. 5. If one of your primary partitions is set up for Dual Boot, copy the BOOT.COM file from OS/2 2.0 to the Dual Boot partition. (Copying the BOOT.COM file will replace the versions supplied by the other operating systems.) 6. If you have installed AIX, add it to the Boot Manager startup menu. With OS/2 running, do the following: a. Double-click on OS/2 System. b. Highlight Drives and press mouse button 2 to display a pop-up menu for Drives. c. Select Create partitions. d. When the Fixed Disk Utility window is displayed, highlight the line that contains information about AIX. e. Select Options from the menu bar. f. Select Add to Boot Manager menu. g. Type a name for the partition and press Enter. h. Select Options from the menu bar. i. Select Exit. j. Select the Save push button from the window that is displayed. You will now be able to select AIX from the Boot Manager startup menu. 7. Restore any programs or data that you backed up before you started the OS/2 installation. Chapter 4. Installing Multiple Operating Systems (Boot Manager) 65 1 ******************** Page: 66 ******************** 66 OS/2 2.0 Installation Guide 1 ******************** Page: 67 ******************** Chapter 5. Using a Response File to Install This chapter describes how to use a response file to install OS/2 2.0. It is intended primarily for people who will be setting up workstations for others. Understanding the Response File Installation If you have installed a previous version of the OS/2 operating system or if you have installed other operating systems, you are probably familiar with the typical installation procedure: you insert diskettes and answer screen prompts. When you use a response file, it is not necessary to answer any prompts. All the answers are in the response file. You place the response file on Diskette 1 and begin the installation as usual. The installation program will read the file (instead of prompting the user) for the installation information. Modifying the Response File A response file is included on the OS/2 installation diskettes. When you install the operating system, this response file (named SAMPLE.RSP) is placed in the OS2\INSTALL directory. So, after you install the operating system on your own system, you can modify the sample response file and then use it for installation on another workstation. You use an editor (such as the System Editor) to modify the response file. + Copyright IBM Corp. 1992 67 1 ******************** Page: 68 ******************** The following is an excerpt from the beginning of the sample response file: ************************************************************** *AlternateAdapter* ** * Specifies secondary adapter for two display systems.** This should be a lower or equal resolution display since * * the highest resolution display will be primary for PM.* ** * Valid Parms:*** * 0=None (DEFAULT)* * 1=Other than following (DDINSTAL will handle)* * 2=Monochrome Printer Adapter* * 3=Color Graphics Adapter** 4=Enhanced Graphics Adapter* * 5=PS/2 Display Adapter* * 6=Video Graphics Adapter* * 7=8514/A Adapter* * 8=XGA Adapter* ************************************************************** AlternateAdapter=0 ************************************************************** *BaseFileSystem* *** Specifies which file system should be used to format* * the install partition* ** * Valid Parms:*** * 1=HPFS (DEFAULT)* * 2=FAT* ************************************************************** BaseFileSystem=1 ************************************************************** * CDROM* ** * Specifies which, if any, CD ROM IFS files should be* * installed.*** * Valid Parms:* ** * 0 = None* * 1 = All** 2 = CD-ROM IFS (DEFAULT)* * 3 = IBM CD-ROM Device Drivers* ************************************************************** CDROM=2 As you can see, the file contains brief explanations of the installation options and lists the possible values for those options. All lines starting with an asterisk (*) are comments and may be 68 OS/2 2.0 Installation Guide 1 ******************** Page: 69 ******************** removed when you modify the file. If you do not modify a response, the default value is used. For example, suppose you want to set up a system in which no CD-ROM support is required. In the response file, you would indicate that no support be installed by entering: CDROM=0 Copying the Response File to a 3.5-Inch Diskette The following is a list of the steps you would perform to modify a response file and then place the response file on a copy of Diskette 1. 1. Makea copy of Diskette1. You will modify the copy. 2. Makea copy of the SAMPLE.RSP file (located in the OS2\INSTALL directory). 3. Use an editor (such as the System Editor) to modify and save the file. The file contains comments that explain each of the installation options. To save space when you copy the response file to diskette, delete the commented lines when you modify the file. 4. Copy the modified response file to the copy you made of Diskette 1. Use the name OS2SE20.RSP when you copy the file. 5. Copy the RSPINST.EXE file (located in the OS2\INSTALL directory) to the copy of Diskette 1. 6. Begin the installation of the workstation by inserting the Installation Diskette and restarting the system. 7. When prompted, insert the modified copy of Diskette1, and press Enter. From this point, the installation program will prompt only for the insertion of diskettes. No other installation screens will appear. Note that you can use this procedure to install the same set of options on multiple workstations. Using a response file, you can make sure that a group of workstations is set up with the same set of options. Chapter 5. Using a Response File to Install 69 1 ******************** Page: 70 ******************** Copying the Response File to a 5.25-Inch Diskette The following is a list of the steps you would perform to modify a response file and then place the response file on a copy of Diskette 1. To copy the response file onto a 5.25-inch diskette, you must make some modifications to Diskette 1. These modifications make room on the diskette for the response file. 1. Makea copy of Diskette1. You will modify the copy. 2. Make extra room on the copy of Diskette1 by deleting files that will not be needed in a response file installation: a. Delete the MOUSE.SYS file from the copy of Diskette 1. b. Delete the SYSINST2.EXE file from the copy of Diskette 1. c. Edit the CONFIG.SYS file that exists on the copy of Diskette 1. 1) Change the SET OS2_ SHELL statement from: set os2_ shell=sysinst2.exe to: set os2_ shell=rspinst.exe a:\os2se20.rsp 2) Delete the following statement: device=\mouse.sys 3. Makea copy of the SAMPLE.RSP file (located in the OS2\INSTALL directory). 4. Use an editor (such as the System Editor) to modify and save the file. The file contains comments that explain each of the installation options. Make sure you delete the commented lines when you modify the file. 5. Copy the modified response file to the copy you made of Diskette 1. Use the name OS2SE20.RSP when you copy the file. 6. Copy the RSPINST.EXE file (located in the OS2\INSTALL directory) to the copy of Diskette 1. 7. Begin the installation of the workstation by inserting the Installation Diskette and restarting the system. 70 OS/2 2.0 Installation Guide 1 ******************** Page: 71 ******************** 8. When prompted, insert the modified copy of Diskette1, and press Enter. From this point, the installation program will prompt only for the insertion of diskettes. No other installation screens will appear. Installing OS/2 2.0 from a Source Other than Drive A You can use a response file to direct the installation to a source other than drive A. For example, in a local area network, you could direct the installation to a drive on the server. This type of installation requires additional software (such as a LAN support product). For information on using a response file to redirect installation, refer to Remote Installation and Maintenance for OS/2 Version 2.0 (GG24-3780). Chapter 5. Using a Response File to Install 71 1 ******************** Page: 72 ******************** 72 OS/2 2.0 Installation Guide 1 ******************** Page: 73 ******************** Appendix A. Adding Features and Changing Your System Configuration This appendix describes how you can change your system configuration or add selected operating system features after OS/2 2.0 is installed. For example, you might decide to change your mouse or display. Or, you might decide that you want to add some features that you chose not to add during the initial installation. You can make the change or add the features without completely reinstalling the operating system. Features that You Can Add The following are the features you can add to your system: CD-ROM Device Support Provides system support for CD-ROM devices. Documentation Adds the OS/2 Tutorial , the OS/2 Command Reference , or the REXX Information. Fonts Provide additional fonts that determine the print style for your system. The OS/2 operating system offers bit-map fonts and fonts in Adobe ** Type 1 format for displaying and printing data on many output devices; however, the bit-map fonts are not supported for printing on vector devices, such as plotters. For compatibility, the operating system also supports the Presentation Manager* outline fonts. Optional System Utilities Provide a full set of system utility programs to: ╟ Back up the hard disk ** Trademark of Adobe Systems Incorporated * Trademark of the IBM Corporation + Copyright IBM Corp. 1992 73 1 ******************** Page: 74 ******************** ╟ Change file attributes ╟ Display the directory tree ╟ Manage partitions ╟ Label diskettes ╟ Link object modules ╟ Use the Picture Viewer ╟ Use PMREXX ╟ Recover files ╟ Restore backed-up files ╟ Sort files ╟ Use the Installation Aid. Tools and Games Provide productivity aids (such as an enhanced editor and a calculator) as well as games. OS/2 DOS and WIN-OS/2 Support Enables DOS and Microsoft Windows programs to run on the OS/2 operating system. High Performance File System Provides fast access to large disk volumes. Features of the High Performance File System include: ╟ File names up to 254 characters in length ╟ Large file support ╟ Strategic allocation of directory structures. REXX Installs the REXX Operating System/2* procedures language. This batch language can be used to develop Systems Application Architecture* (SAA*) programs. Serial Device Support Provides system support for attached serial devices, such as a modem, a serial plotter, or a serial printer assigned to a communications port. Note that this choice is not required for a mouse connected to a communications port. * Trademark of the IBM Corporation 74 OS/2 2.0 Installation Guide 1 ******************** Page: 75 ******************** Serviceability and Diagnostic Aids Provide information primarily for a technical coordinator to isolate and correct system problems. Optional Bit Maps Provide a set of bit maps that you can use to change the background of your system. Changing Your Setup or Adding Features To change your system configuration or selectively install (add) one or more features, do the following: 1. Make sure you havea copy of your numbered installation diskettes. 2. Select OS/2 System. 3. Select System Setup. 4. Select Selective Install. 5. From the System Configuration window, select the items you want to change (mouse, keyboard, display, or country). After making any changes, select the OK push button. 6. On the next screen, select the features that you want to add to your system. Note: If a More push button accompanies a feature, you must select the push button to view the features. For example, to install an online document, select Documentation and then select the More push button to display a list of documents. Then, make sure that there is a check mark next to the document you want to add. 7. When you are finished making selections, select Install. 8. When prompted to do so, insert the numbered installation diskettes to complete the process. Appendix A. Adding Features and Changing Your System Configuration 75 1 ******************** Page: 76 ******************** 76 OS/2 2.0 Installation Guide 1 ******************** Page: 77 ******************** Appendix B. Diagnosing System Problems The operating system provides several programs that help you gather diagnostic information when system problems occur so that you can isolate and correct these problems. You can learn more about these programs and the assistance they provide by selecting topics under the Problem determination heading in the Master Help Index. If your system cannot be started, however, it is not possible to run these programs or to get online help. This appendix provides information about such system failures and about how to recover from them. The following problems and their recovery procedures are described in this appendix: An invalid CONFIG.SYS file A corrupted INI file Hard disk errors Installation errors Failure of Boot Manager to start. Note: Backing up your system regularly may help you avoid having to re-create files in the event of a system failure. Recovering the CONFIG.SYS File The CONFIG.SYS file contains command statements that are used to configure your system during startup. If the file is changed incorrectly, you might not be able to restart the system or edit the file. (For example, some programs write information to the CONFIG.SYS file when they are installed. In some cases, this information can cause the CONFIG.SYS file to be unusable.) To recover the original version of the CONFIG.SYS file (as it was created when OS/2 2.0 was installed), you can use the following procedure: 1. Insert the Installation Diskette into drive A. 2. Turn on the computer. If the computer is already on, press and hold Ctrl+Alt, and press Del to restart the system. + Copyright IBM Corp. 1992 77 1 ******************** Page: 78 ******************** 3. When you are prompted to do so, remove the Installation Diskette and insert Diskette 1. 4. Press Enter. 5. When the Welcome screen is displayed, press Esc to display the command prompt. 6. Change to the drive where your operating system resides. For example, if the operating system is in drive C, type: C: and press Enter. 7. Rename the damaged CONFIG.SYS file. For example, type: REN CONFIG.SYS CONFIG.BAD and press Enter. 8. Copy the backup version of the CONFIG.SYS file to the root directory of the drive where your operating system resides. (The CONFIG.SYS backup file was created during OS/2 2.0 installation.) For example, if the operating system is in drive C, type: COPY C:\OS2\INSTALL\CONFIG.SYS C:\CONFIG.SYS and press Enter. 9. Remove Diskette1 from drive A. 10. Press and hold Ctrl+Alt, and press Del to restart the system. As mentioned earlier, this procedure reestablishes the original version of the CONFIG.SYS file (as it was created during OS/2 2.0 installation). If you made any changes to the CONFIG.SYS file after that time, you will have to edit the newly-copied CONFIG.SYS file and add those changes. 78 OS/2 2.0 Installation Guide 1 ******************** Page: 79 ******************** Recovering the User INI File The OS2.INI file, also referred to as the user INI file, is an operating system startup file that contains system settings such as application defaults, display options, and file options. The OS2SYS.INI file, also referred to as the system INI file, is an operating system file that contains information about installed fonts and printer drivers. If you receive a message that the OS2.INI file has been corrupted, replace both the OS2.INI file and the OS2 SYS.INI file on your hard disk. Use the following procedure to replace these two files with versions containing default values. 1. Insert the Installation Diskette into drive A. 2. Turn on the computer. If the computer is already on, press and hold Ctrl+Alt, and press Del to restart the system. 3. When you are prompted to do so, remove the Installation Diskette and insert Diskette 1. 4. Press Enter. 5. When the Welcome screen is displayed, press Esc to display the command prompt. 6. Change to the drive where your operating system resides. For example, if the operating system is in drive C, type: C: and press Enter. 7. Change to the OS2 subdirectory. Type: CD \OS2 and press Enter. 8. Erase the current version of the user INI file. Type: ERASE OS2.INI and press Enter. 9. Createa new user version of the user INI file. Type: MAKEINI OS2.INI INI.RC Appendix B. Diagnosing System Problems 79 1 ******************** Page: 80 ******************** and press Enter. 10. Erase the current version of the system INI file. Type: ERASE OS2SYS.INI and press Enter. 11. Create a new version of the system INI file. Type: MAKEINI OS2SYS.INI INISYS.RC and press Enter. 12. Remove Diskette 1 from drive A. 13. Press and hold Ctrl+Alt, and press Del to restart the system. You can protect your INI files by having them automatically backed up each time you start your system. For example, if you include the following statements in your CONFIG.SYS file, a backup copy of your current INI files and a backup copy of the INI files as they existed at the previous system startup will be made. (Note that this example assumes that the operating system is installed on drive C. Use the drive on which your copy of OS/2 2.0 is installed.) CALL=C:\OS2\XCOPY.EXE C:\OS2\*.INX C:\OS2\*.INY CALL=C:\OS2\XCOPY.EXE C:\OS2\OS2*.INI C:\OS2\*.INX By copying the INI files this way, you will always be able to recover a recent version of these files in case the user INI file becomes corrupted. Recovering from Errors on the Hard Disk The CHKDSK command with the parameter /F can be used to correct disk and directory errors. However, when you use the /F parameter, no activity can occur on the disk. Therefore, if you need to correct errors on the drive from which you normally start the operating system, you must use the version of CHKDSK that is on the installation diskettes (instead of the version that has been installed on the hard disk). To correct errors on the drive from which you normally start the operating system: 1. Insert the Installation Diskette into drive A. 80 OS/2 2.0 Installation Guide 1 ******************** Page: 81 ******************** 2. Turn on the computer. If the computer is already on, press and hold Ctrl+Alt, and press Del to restart the system. 3. When you are prompted to do so, remove the Installation Diskette and insert Diskette 1. 4. Press Enter. 5. When the Welcome screen is displayed, press Esc to display the command prompt. 6. Remove Diskette 1 and insert Diskette2 (the diskette that contains the CHKDSK command). 7. To correct the errors on your hard disk, type the following at the command prompt: CHKDSK C: /F and press Enter. (If your operating system resides on a drive other than C, use the appropriate drive letter instead.) 8. Remove the diskette from drive A. 9. Press and hold Ctrl+Alt, and press Del to restart the system. Appendix B. Diagnosing System Problems 81 1 ******************** Page: 82 ******************** Responding to Installation Errors If you receive one of the following error messages while installing the operating system, take the appropriate corrective action. Only some files were copied. You may be out of disk space. Explanation: (1) The installation program could not transfer one or more files, because a version of the files already exists on the hard disk with the read-only, system, or hidden attributes set. (2) The installation program stopped transferring files because there was not enough hard disk space available. Action: (1) Return the attributes of the OS/2 files to their original setting. Use the ATTRIB command to remove the read-only attributes. (2) Move non-OS/2 operating system files out of the installation partition. You can store these files in another partition or on a diskette. If you intend to format the installation partition, remember to first use the BACKUP command to save any important files. An error occurred when System Installation tried to copy a file. Explanation: (1) The installation program could not transfer one or more files, because a version of the files already exists on the hard disk with the read-only, system, or hidden attributes set. (2) The installation program stopped transferring files because there was not enough hard disk space available. (3) The hard disk might contain errors. Action: (1) Return the attributes of the OS/2 files to their original settings. Use the ATTRIB command to remove the read-only attributes. (2) Move non-OS/2 operating system files out of the installation partition. You can store these files in another partition or on a diskette. If you intend to format the installation partition, remember to first use the BACKUP command to save any important files. 82 OS/2 2.0 Installation Guide 1 ******************** Page: 83 ******************** (3) Follow the CHKDSK procedure outlined in the section ■Recovering from Errors on the Hard Disk┐ on page 80. An error occurred when System Installation tried to transfer system files to your hard disk. Your hard disk might be unusable. Explanation: The installation program stopped transferring files because there was not enough hard disk space available. The system files consist of the OS2LDR and OS2KRNLI files on the Installation Diskette. Action: Move non-OS/2 operating system files out of the installation partition. You can store these files in another partition or on a diskette. If you intend to format the installation partition, remember to first use the BACKUP command to save any important files. System Installation failed trying to load a module into memory. Explanation: The installation program could not load a system module because there is not enough memory. Action: Add more system memory. An error occurred when System Installation tried to allocate a segment of memory. Explanation: The installation program could not allocate a segment of memory because there is not enough memory. Action: Add more system memory. FDISK unsuccessful Explanation: Your hard disk controller might not be supported. Action: Copy the OS/2 device driver from the Device Support Diskette for the hard disk controller onto Diskette 1 and restart the installation. Appendix B. Diagnosing System Problems 83 1 ******************** Page: 84 ******************** SYS2027 Explanation: The system must be restarted. Action: Insert a system diskette and restart the system. SYS2030 Explanation: The system does not have enough memory to start the operating system. Action: Add more system memory. SYS3161 Explanation: The system detected an 8086 or 80286 processor. These processors are not supported by this version of the OS/2 operating system. Action: Upgrade your system so that your processor is compatible with the 80386 processor. Making the Boot Manager Startable If you installed the Boot Manager partition but the Boot Manager startup menu does not appear as expected when you start the system, you will need to make the Boot Manager partition startable. Do the following: 1. Insert the OS/2 Installation Diskette into drive A. 2. Press and hold Ctrl+Alt, and press Del to restart the system. 3. When prompted to do so, remove the Installation Diskette, insert Diskette 1 , and press Enter. 4. When the Welcome screen is displayed, remove the diskette from drive A. 5. Press and hold Ctrl+Alt, and press Del to restart the system. 84 OS/2 2.0 Installation Guide 1 ******************** Page: 85 ******************** Appendix C. Examples of Installing OS/2 2.0 and Partitioning Your Hard Disk This appendix shows four examples of partitioning the hard disk of your system during the installation of OS/2 2.0. Example 1 shows you how to delete an existing partition and set up two areas on the hard disk: a primary partition for OS/2 2.0 and a logical drive within the extended partition for data. The remaining examples show you how to set up your system so that you can install multiple operating systems in their own partitions. Example 1: Creating a Primary Partition and a Logical Drive for Data This example shows how an existing primary partition of 40MB, which takes up the entire hard disk space, is replaced by: A 30MB primary partition in which OS/2 2.0 will be installed A 10MB logical drive, which will be used for programs and data. This example does not involve the installation of the Boot Manager. 1. Back up any data you want to save from the existing partition. (Use the BACKUP command from your existing operating system.) 2. Insert the Installation Diskette, restart your system, and follow the instructions on the screen until the Installation Drive Selection screen is displayed. 3. From the Installation Drive Selection screen, start the FDISK program by selecting option 2, Specify a different drive or partition. 4. Delete the existing partition (which you have backed up): a. Press Enter to display the Options menu. b. Select Delete partition and press Enter. 5. Create the primary partition for OS/2 2.0: + Copyright IBM Corp. 1992 85 1 ******************** Page: 86 ******************** a. Press Enter to display the Options menu. b. Select Create partition and press Enter. c. Type the size of the primary partition (in this example, 30) and press Enter. d. Select Primary Partition and press Enter. e. Select Create at Start of Free Space and press Enter. 6. Indicate that this partition should be used for the OS/2 2.0 installation: a. Press Enter to display the Options menu. b. Select Set installable and press Enter. 7. Create the logical drive for data: a. Highlight the Free Space line. b. Press Enter to display the Options menu. c. Select Create partition and press Enter. d. Accept the size of the extended logical drive (10) by pressing Enter. e. Select Extended Logical Drive and press Enter. Note: If you had entered a number smaller than 10 for the size of the logical drive, you would also have to select from Create at Start of Free Space or Create at End of Free Space. 8. Exit FDISK: a. Press F3. b. Select Save and Exit and press Enter. 9. Continue with OS/2 installation until you see the OS/2 Setup and Installation window. 10. Format the logical drive: a. When the OS/2 Setup and Installation window is displayed, select Select features and install. b. Specify any changes to the System Configuration window. c. When the second OS/2 Setup and Installation window is displayed, select Options from the menu bar. d. Select Format. e. Indicate which file system you want to use to format the logical drive. 86 OS/2 2.0 Installation Guide 1 ******************** Page: 87 ******************** Note that you can format the logical drive for a file system that is different from the one with which you formatted the primary partition. For example, if the primary partition is formatted for the High Performance File System, you can format the logical partition for the File Allocation Table file system. This way, you can have both file systems installed on the hard disk. 11. Finish the installation of OS/2 2.0. Example 2: Installing the Boot Manager, OS/2 2.0, and One Additional Operating System In this example, an existing primary partition of 60MB (which takes up the entire hard disk space) is deleted and replaced by: A 1MB Boot Manager partition A 4MB primary partition, in which DOS 4.0 will be installed A 55MB logical drive, in which OS/2 2.0 will be installed. 1. Back up any data you want to save from the existing partition. (Use the BACKUP command from your existing operating system.) 2. Insert the Installation Diskette, restart your system, and follow the instructions on the screen until the Installation Drive Selection screen is displayed. 3. From the Installation Drive Selection screen, start the FDISK program by selecting option 2, Specify a different drive or partition. 4. Delete the existing partition (which you have backed up): a. Press Enter to display the Options menu. b. Select Delete partition and press Enter. 5. Create the Boot Manager partition and install the Boot Manager: a. Press Enter to display the Options menu. b. Select Install Boot Manager and press Enter. c. Select Create at Start of Free Space and press Enter. 6. Create the DOS 4.0 partition: a. Highlight the Free Space line. Appendix C. Examples of Installing OS/2 2.0 and Partitioning Your Hard Disk 87 1 ******************** Page: 88 ******************** b. Press Enter to display the Options menu. c. Select Create partition and press Enter. d. Type the size of the primary partition (in this example, 4) and press Enter. e. Select Primary Partition and press Enter. f. Select Create at Start of Free Space and press Enter. g. Press Enter to display the Options menu. h. Select Add to Boot Manager menu and press Enter. i. Type DOS and press Enter. 7. Create the OS/2 Version 2.0 logical drive: a. Highlight the Free Space line. b. Press Enter to display the Options menu. c. Select Create partition and press Enter. d. Accept the size of the extended logical drive (55) by pressing Enter. e. Select Extended Logical Drive and press Enter. Note: If you had entered a number smaller than 55 for the size of the logical drive, you would also have to select from Create at Start of Free Space or Create at End of Free Space. f. Press Enter to display the Options menu. g. Select Add to Boot Manager menu and press Enter. h. Type OS/2 2.0 and press Enter. 8. Set up OS/2 Version 2.0 as the default: a. Highlight the OS/2 2.0 line. b. Press Enter to display the Options menu. c. Select Set startup values and press Enter. d. Select Default and press Enter. e. Press F3. 9. Indicate which partition should be used for the OS/2 2.0 installation: a. Highlight the OS/2 2.0 line. b. Press Enter to display the Options menu. c. Select Set installable and press Enter. 10. Exit FDISK: a. Press F3 to exit FDISK. 88 OS/2 2.0 Installation Guide 1 ******************** Page: 89 ******************** b. Select Save and Exit and press Enter. 11. Finish the installation of OS/2 2.0. 12. When OS/2 installation is completed, begin the installation of DOS by inserting the DOS installation diskette. Then, press and hold Ctrl+Alt, and press Del to restart the system. Note: If you were installing DOS 5.0, you would also have to make the Boot Manager startable again, as outlined in ■Making the Boot Manager Startable┐ on page 84. Example 3: Installing the Boot Manager, OS/2 2.0, and Two Additional Operating Systems In this example, an existing primary partition of 60MB (which takes up the entire hard disk space) is deleted and replaced by: A 1MB Boot Manager partition A 4MB primary partition, in which DOS 4.0 will be installed A 20MB primary partition, in which OS/2 Version 1.3 will be installed A 35MB logical drive, in which OS/2 2.0 will be installed. Note that only one of the primary partitions can be active at a time. The primary partitions cannot share data. 1. Back up any data you want to save from the existing partition. (Use the BACKUP command from your existing operating system.) 2. Insert the Installation Diskette, restart your system, and follow the instructions on the screen until the Installation Drive Selection screen is displayed. 3. From the Installation Drive Selection screen, start the FDISK program by selecting option 2, Specify a different drive or partition. 4. Delete the existing partition (which you have backed up): a. Press Enter to display the Options menu. b. Select Delete partition and press Enter. 5. Create the Boot Manager partition and install the Boot Manager: Appendix C. Examples of Installing OS/2 2.0 and Partitioning Your Hard Disk 89 1 ******************** Page: 90 ******************** a. Press Enter to display the Options menu. b. Select Install Boot Manager and press Enter. c. Select Create at Start of Free Space and press Enter. 6. Create the DOS partition: a. Highlight the Free Space line. b. Press Enter to display the Options menu. c. Select Create partition and press Enter. d. Type the size of the primary partition (in this example, 4) and press Enter. e. Select Primary Partition and press Enter. f. Select Create at Start of Free Space and press Enter. g. Press Enter to display the Options menu. h. Select Add to Boot Manager menu and press Enter. i. Type DOS and press Enter. 7. Create the OS/2 Version 1.3 partition: a. Highlight the Free Space line. b. Press Enter to display the Options menu. c. Select Create partition and press Enter. d. Type the size of the primary partition (20) and press Enter. e. Select Primary Partition and press Enter. f. Select Create at Start of Free Space and press Enter. g. Press Enter to display the Options menu. h. Select Add to Boot Manager menu and press Enter. i. Type OS2 1.3 and press Enter. 8. Create the OS/2 2.0 logical drive: a. Highlight the Free Space line. b. Press Enter to display the Options menu. c. Select Create partition and press Enter. d. Accept the size of the extended logical drive (35) by pressing Enter. e. Select Extended Logical Drive and press Enter. Note: If you had entered a number smaller than 35 for the size of the logical drive, you would also have to select from Create at Start of Free Space or Create at End of Free Space. f. Press Enter to display the Options menu. g. Select Add to Boot Manager menu and press Enter. 90 OS/2 2.0 Installation Guide 1 ******************** Page: 91 ******************** h. Type OS/2 2.0 and press Enter. 9. Set up OS/2 Version 2.0 as the default: a. Highlight the OS/2 2.0 line. b. Press Enter to display the Options menu. c. Select Set startup values and press Enter. d. Select Default and press Enter. e. Press F3. 10. Indicate which partition should be used for the OS/2 2.0 installation: a. Highlight the OS/2 2.0 line. b. Press Enter to display the Options menu. c. Select Set installable and press Enter. 11. Exit FDISK: a. Press F3 to exit FDISK. b. Select Save and Exit and press Enter. 12. Complete the installation of OS/2 2.0. 13. With OS/2 2.0 running, make the DOS partition installable: a. Select OS/2 System. b. Select Command Prompts. c. Select OS/2 Full Screen. d. Type FDISK and press Enter. e. Highlight the DOS line. f. Press Enter to display the Options menu. g. Select Set installable and press Enter. h. Press F3 to exit FDISK. i. Select Save and Exit and press Enter. 14. Install DOS: a. Insert the DOS installation diskette. b. Press the Ctrl and Alt keys, and then press Del to restart the system. c. Follow the prompts on the screen to complete the DOS installation. 15. Restart the system by pressing the Ctrl and Alt keys and then pressing the Del key. 16. Select OS/2 2.0 from the Boot Manager startup menu. Appendix C. Examples of Installing OS/2 2.0 and Partitioning Your Hard Disk 91 1 ******************** Page: 92 ******************** 17. Make the OS/2 1.3 partition installable. a. Select OS/2 System. b. Select Command Prompts. c. Select OS/2 Full Screen. d. Type FDISK and press Enter. e. Highlight the OS2 1.3 line. f. Press Enter to display the Options menu. g. Select Set installable and press Enter. h. Press F3 to exit FDISK. i. Select Save and Exit and press Enter. 18. Install OS/2 Version 1.3: a. Insert the OS/2 Version 1.3 installation diskette. b. Press the Ctrl and Alt keys, and then press the Del key to restart the system. c. Follow the prompts on the screen to complete the installation. 19. Make the Boot Manager startable: a. With OS/2 1.3 running, select Manage Partitions from the Utilities group. b. Highlight the line that represents the Boot Manager. (The Boot Manager entry will not be identified as such, but you will recognize it by its 1MB size.) c. Select Options. d. Select Startable. 20. Restart the system to see the Boot Manager startup menu. Example 4: Installing Boot Manager without Repartitioning the Entire Hard Disk In this example, a hard disk of 60MB currently consists of a primary partition of 10MB (containing DOS) and a logical drive of 50MB. The primary (DOS) partition will be preserved, but the logical drive will be deleted and replaced by: A 1MB Boot Manager partition A 30MB logical drive, in which OS/2 2.0 will be installed A 19MB logical drive, which will be used for programs and data. 92 OS/2 2.0 Installation Guide 1 ******************** Page: 93 ******************** In this example, you will put the Boot Manager partition at the end of the hard disk. 1. Back up any data you want to save from the existing logical drive. (Use the BACKUP command from your existing operating system.) 2. Insert the Installation Diskette, restart your system, and follow the instructions on the screen until the Installation Drive Selection screen is displayed. 3. On the Installation Drive Selection screen, select option 2, Specify a different drive or partition. 4. Delete the existing logical drive (which you have backed up): a. Highlight the line that contains information about the logical drive. b. Press Enter to display the Options menu. c. Select Delete partition and press Enter. 5. Create the Boot Manager partition and install the Boot Manager: a. Make sure the Free Space line is highlighted. b. Press Enter to display the Options menu. c. Select Install Boot Manager and press Enter. d. Select Create at End of Free Space and press Enter. 6. Create the first logical drive (for OS/2 2.0): a. Highlight the Free Space line. b. Press Enter to display the Options menu. c. Select Create partition and press Enter. d. Type the size of the extended logical drive (in this example, 30) and press Enter. e. Select Extended Logical Drive and press Enter. f. Select Create at Start of Free Space and press Enter. g. Press Enter to display the Options menu. h. Select Add to Boot Manager menu and press Enter. i. Type OS/2 2.0 and press Enter. 7. Create the second logical drive (for programs and data): a. Highlight the Free Space line. b. Press Enter to display the Options menu. c. Select Create partition and press Enter. Appendix C. Examples of Installing OS/2 2.0 and Partitioning Your Hard Disk 93 1 ******************** Page: 94 ******************** d. Accept the size of the extended logical drive (19) by pressing Enter. e. Select Extended Logical Drive and press Enter. Note: If you had entered a number smaller than 19 for the size of the logical drive, you would also have to select from Create at Start of Free Space or Create at End of Free Space. 8. Set up OS/2 2.0 as the default: a. Highlight the OS/2 2.0 line. b. Press Enter to display the Options menu. c. Select Set startup values and press Enter. d. Select Default and press Enter. e. Press F3. 9. Indicate which partition should be used for the OS/2 2.0 installation: a. Highlight the OS/2 2.0 line. b. Press Enter to display the Options menu. c. Select Set installable and press Enter. 10. Add a name for the DOS partition to the Boot Manager startup menu: a. Highlight the line that contains information about the DOS partition. b. Press Enter to display the Options menu. c. Select Add to Boot Manager menu and press Enter. d. Type DOS and press Enter. 11. Exit FDISK: a. Press F3 to exit FDISK. b. Select Save and Exit and press Enter. 12. Continue with OS/2 installation until you see the OS/2 Setup and Installation window. 13. Format the logical drive: a. When the OS/2 Setup and Installation window is displayed, select Select features and install. b. Specify any changes to the System Configuration window. 94 OS/2 2.0 Installation Guide 1 ******************** Page: 95 ******************** c. When the second OS/2 Setup and Installation window is displayed, select Options from the menu bar. d. Select Format. e. Indicate which file system you want to use to format the logical drive. 14. Finish the installation of OS/2 2.0. Appendix C. Examples of Installing OS/2 2.0 and Partitioning Your Hard Disk 95 1 ******************** Page: 96 ******************** 96 OS/2 2.0 Installation Guide 1 ******************** Page: 97 ******************** Appendix D. Setting up a Migration Database This appendix shows you how to create a database to be used by the Migrate Applications utility program. It is intended primarily for the person who is responsible for administering installation for other users. OS/2 2.0 includes a default database of specifications for certain DOS, Windows, and OS/2 programs. This database, which is installed in the OS2\INSTALL directory, is named DATABASE.DAT. When you install OS/2 2.0 and migrate existing DOS, Windows, and OS/2 programs, this default database is searched. If your existing DOS, Windows, and OS/2 programs are listed in the database, they are placed in folders on the OS/2 desktop, and the appropriate settings are applied to them. You can create your own database of DOS, Windows, and OS/2 applications and then specify that database (instead of DATABASE.DAT) when you run the Migrate Applications program. Your database would include specific settings for DOS and Windows programs. Creating a Database Text File The first step is to use an editor to create a text file that lists settings for your programs. You can use DATABASE.TXT (the text file used to create the binary file, DATABASE.DAT) as a model for creating your own database file. The sample on the following page is based on the DATABASE.TXT file and is shown for purposes of illustration. + Copyright IBM Corp. 1992 97 1 ******************** Page: 98 ******************** REM =========================================================================== REM Migration data for DOS, Windows, and OS/2 applications. REM ============================= data begins ============================== REM --------------------------------------------------------------------------- REM Current* by IBM REM --------------------------------------------------------------------------- NAME CURRENT.EXE TITLE Current TYPE Windows ASSOC_FILE CURRENT.COM DEF_DIR \CURRENT MOUSE_EXCLUSIVE_ACCESS ON KBD_CTRL_BYPASS CTRL_ESC REM --------------------------------------------------------------------------- REM DisplayWrite* 5 1.0 by IBM REM --------------------------------------------------------------------------- NAME DW5.BAT TITLE DisplayWrite 5 TYPE DOS ASSOC_FILE DW5PG.COM DEF_DIR NULL MOUSE_EXCLUSIVE_ACCESS ON REM --------------------------------------------------------------------------- REM Hollywood* by IBM/Symantec REM --------------------------------------------------------------------------- NAME HW.EXE TITLE Hollywood TYPE Windows ASSOC_FILE COLORDEF.HW DEF_DIR \HWOOD MOUSE_EXCLUSIVE_ACCESS ON KBD_CTRL_BYPASS CTRL_ESC REM --------------------------------------------------------------------------- REM Storyboard* Live by IBM REM --------------------------------------------------------------------------- NAME SBMENU.EXE TITLE Storyboard Live TYPE DOS ASSOC_FILE ST.EXE DEF_DIR \SBLIVE When you create your database text file, group the settings for a given program on consecutive lines (as in the sample above). Use blank lines to mark the end of the settings for a program. * Trademark of the IBM Corporation 98 OS/2 2.0 Installation Guide 1 ******************** Page: 99 ******************** Each nonblank line begins with a token that is defined in the DBTAGS.DAT file. The following example is based on the DBTAGS.DAT file and is shown for purposes of illustration. // ============================================================================ // dbtags.dat -- DOS setting "tags" used by PARSEDB and MIGRATE. // ============================================================================ // ----------------------------------------------------------------------------1 REM NOP // Comment 2 NAME STR // Filename used to execute application 3 TITLE STR // Icon (desktop) title 4 TYPE BYTE // Application type // Valid settings: DOS, Windows, or OS/25 ASSOC_FILE STR // Associated file (NULL if one isn't // known) 6 DEF_DIR STR // Default installation directory (NULL // if there isn't one) 7 FOLDER STR // Name of folder to create and/or put // application icon in 8 MOUSE_EXCLUSIVE_ACCESS BOOL // Default: off 9 KBD_CTRL_BYPASS STR // Valid settings: NONE (default) The DBTAGS.DAT file includes information used by the Migrate Applications program (such as NAME and TITLE) as well as DOS settings (such as MOUSE_ EXCLUSIVE_ ACCESS and KBD_ CTRL_ BYPASS). Each program listed in the database text file must have at least the following information: NAME TITLE TYPE ASSOC_ FILE DEF_ DIR You can specify other DOS settings (in addition to MOUSE_ EXCLUSIVE_ ACCESS and KBD_ CTRL_ BYPASS). The migration information and the DOS settings are described in the DBTAGS.DAT file. For example, NAME refers to the name of the file that is used to run the program. TITLE refers to the name that will be shown below the icon for the program object. Appendix D. Setting up a Migration Database 99 1 ******************** Page: 100 ******************** ASSOC_ FILE is a file that is associated with the file defined in the NAME field. The Migration Applications program expects to find the associated file in the same directory as the file specified by NAME. DEF_ DIR is the directory in which the program will be installed if the default is accepted during installation. ASSOC_ FILE and DEF_ DIR must be entered, although you can specify NULL as a value for them (as in the DisplayWrite example on page 98.) As you can see, each line in the DBTAGS.DAT file contains the name of the setting and a type (for example, STR is the type for ASSOC_ FILE. The value for this setting must be a character string.) A complete list of the types follows: NOP Used for comments; any line with this type is ignored. STR A string value. INT An integer value. BOOL A value of ON or OFF. BYTE The type of program (either DOS, OS/2, or Windows). MLSTR A multi-line string with component lines on individual lines in the text database file. Note that you cannot edit the DBTAGS.DAT file or create a new one; however, the file is available as a reference when you are creating the database text file. Running the PARSEDB Utility Program Once your database text file is created, you run the PARSEDB utility program to compile the file into a binary database. To start PARSEDB, type the following statement from a command prompt: PARSEDB ^path|DBTAGS.DAT ^path|text_database ^path|binary_database where: DBTAGS.DAT is the file name that contains the definitions for the program settings 100 OS/2 2.0 Installation Guide 1 ******************** Page: 101 ******************** text_ database is the name of the file you create that contains the program settings for specific DOS, OS/2, or Windows programs. binary_ database is the name of the new database file. For example, type the following to create a binary database named MYDATA.DAT: PARSEDB DBTAGS.DAT MYDATA.TXT MYDATA.DAT Important: You must specify a file name for your binary database file or the Migrate Applications program will overwrite the default database file (DATABASE.DAT). PARSEDB checks the validity of all entries in MYDATA.TXT and compares them to the settings definitions in the DBTAGS.DAT file. If all entries are valid, PARSEDB creates a binary database named MYDATA.DAT. Errors in the text file cause PARSEDB to exit and display a message: A message that a file is corrupted indicates that there are embedded ASCII NUL characters in the text file. A message specifying an invalid setting indicates the use of a setting not found in the tag file. This message includes a line number and a file name. A message specifying that an entry has missing parameters indicates the absence of the minimum settings for the entry. Note: PARSEDB does not check for duplicate entries in the tag file or the text file. It also does not require settings to be in any particular order and is not case sensitive. Once your migration database is created, you can type its name in the Database field of the Find Programs window. (Find Programs is the first window you see after you select Migrate Applications .) Any programs on the hard disk that are found in your database would then be migrated to the OS/2 desktop. Appendix D. Setting up a Migration Database 101 1 ******************** Page: 102 ******************** 102 OS/2 2.0 Installation Guide 1 ******************** Page: 103 ******************** Appendix E. Running Specific DOS from Within OS/2 2.0 This appendix describes how you can run a specific, stand-alone version of DOS from the OS/2 desktop. (A specific version of DOS is different from a DOS session of OS/2 2.0. An example of a stand-alone version is DOS 4.0.) This appendix also provides an example of how to run DOS LAN Requester from the OS/2 desktop. Why Run DOS from Within OS/2 2.0? Most DOS programs run in the DOS support that is provided with OS/2 2.0, so most people will never need to run a specific DOS version from the OS/2 desktop. However, if you have a program that must run under the DOS operating system (rather than in a DOS session), you do not have to shut down OS/2 2.0 to run the program. You can run the program from the OS/2 desktop. There are three ways that you can accomplish this: You can install DOS in a primary partition and OS/2 2.0 in a logical drive within the extended partition. Then, you can set up a DOS session from within OS/2 2.0 that points to the DOS partition. (You follow the procedure in Chapter 4 to set up your system this way.) You can set up a DOS session that points to a DOS startup diskette inserted in a diskette drive. You can create a diskette image of a DOS startup diskette and place that image in a file in the same partition in which OS/2 2.0 exists. Then, you set up a DOS session that points to the diskette image file. If you are going to install DOS in a separate partition, you should create the DOS partition during OS/2 installation. However, the other methods do not require any setup during installation. + Copyright IBM Corp. 1992 103 1 ******************** Page: 104 ******************** The latter two methods are shown in the example that follows. More specific information about loading DOS into a DOS session can be found in the Master Help Index. (The Master Help Index is an online document that is available on your screen after installation.) The methods for loading DOS into a DOS session are described in the starting specific version entry of the DOS topic. Example of Running DOS LAN Requester from Within OS/2 2.0 In this example, assume that you have DOS and DOS LAN Requester on your hard disk. You have ample room to add OS/2 2.0 to the hard disk, and you have decided that you do not want to repartition your disk. DOS LAN Requester requires that DOS be running and therefore cannot run in a DOS session. However, you want to be able to run DOS LAN Requester from the OS/2 desktop. Here are the steps you would follow: Set Up Your System for Dual Boot In this example, assume that all DOS files were installed in a DOS subdirectory. (DOS 4.0 installs its files in the DOS subdirectory by default.) Also assume that the DOS AUTOEXEC.BAT and CONFIG.SYS files are located in the root directory. (Again, DOS 4.0 installs the files in the root directory by default.) Therefore, most of the setup procedures you need to use the Dual Boot feature have already been done. You will need to make one change to the SHELL statement of your CONFIG.SYS file. Using a DOS editor, edit the CONFIG.SYS file, changing the SHELL statement from: SHELL=C:\COMMAND.COM /E:2000 /P to: SHELL=C:\DOS\COMMAND.COM /E:2000 /P DOS 4.0 places a copy of COMMAND.COM in both the DOS subdirectory and in the root directory. However, when OS/2 2.0 is installed, the copy of COMMAND.COM that exists in the root 104 OS/2 2.0 Installation Guide 1 ******************** Page: 105 ******************** directory is erased. Therefore, you need to change the SHELL statement to point to the DOS subdirectory. Install OS/2 2.0 When you install OS/2 2.0, do the following: 1. When the Installation Drive Selection screen is displayed, accept drive C as your target for installation. 2. When you are prompted about formatting the partition, select Do Not Format the Partition. Note that you might receive the Dual Boot Warning screen during installation. If you changed the SHELL statement (as indicated in ■Set Up Your System for Dual Boot┐ on page 104), you can ignore this message. Create a DOS Startup Diskette 1. After OS/2 2.0 is installed, double-click on OS/2 System. 2. Double-click on Command Prompts. 3. Double-click on Dual Boot. 4. Once DOS 4.0 is started, createa DOS startup diskette as follows: a. Format a diskette using the FORMAT command with the /S option. This will create a DOS startup diskette. b. Enter the following COPY commands to copy three files from the hard disk to the diskette: COPY C:\CONFIG.SYS COPY C:\AUTOEXEC.BAT COPY C:\OS2\MDOS\FSFILTER.SYS Modify the CONFIG.SYS and AUTOEXEC.BAT files In the previous step, you copied the FSFILTER device driver to the DOS diskette. This device driver enables the specific version of DOS to access the OS/2 file system. The DEVICE statement for this device driver must be added to the CONFIG.SYS file on the DOS diskette. Appendix E. Running Specific DOS from Within OS/2 2.0 105 1 ******************** Page: 106 ******************** 1. Insert the DEVICE=FSFILTER.SYS statement before any other DEVICE statement in the CONFIG.SYS file on the diskette. 2. Delete any DEVICE= statement that is loading mouse support. Mouse support is provided through a separate OS/2 facility that will be loaded in the AUTOEXEC.BAT file. 3. Make sure that any references to files or programs in the CONFIG.SYS file include a drive and path extension. When you load a specific version of DOS from an image file on the hard disk, it is treated as though it were being loaded from drive A. DOS will not search drive C for programs unless the drive and path are specified. Therefore, you must modify any statements (for example, any DEVICE statements) to make sure that they refer to drive C. For example, change the following DEVICE statement from: DEVICE=\DXMC0MOD.SYS to: DEVICE=C:\DXMC0MOD.SYS Your CONFIG.SYS file should now look similar to this: BREAK=ON BUFFERS=50 FILES=30 LASTDRIVE=Z SHELL=C:\DOS\COMMAND.COM /E:2000 /P DEVICE=FSFILTER.SYS DEVICE=C:\DOS\ANSI.SYS INSTALL=C:\DOS\FASTOPEN.EXE C:=(50,25) DEVICE=C:\DXMA0MOD.SYS 001 DEVICE=C:\DXMC0MOD.SYS DEVICE=C:\DXMT0MOD.SYS S=12 C=12 ST=12 O=Y FCBS=16,8 INSTALL=C:\DOS\SHARE.EXE /F:4096 /L:25 Make these changes to the AUTOEXEC.BAT file on the DOS diskette: 1. If mouse support is needed, add this line to the AUTOEXEC.BAT file: C:\OS2\MDOS\MOUSE 106 OS/2 2.0 Installation Guide 1 ******************** Page: 107 ******************** This assumes OS/2 2.0 is installed on drive C. If OS/2 2.0 is installed on a different drive, change the drive letter accordingly. 2. Make sure that any references to files or programs in the AUTOEXEC.BAT file include a drive and path extension. Create a DOS Session Next, create and customize a DOS session that, when started, will load the DOS startup diskette. (This is to verify that the diskette can be started correctly.) Do the following: 1. At the DOS command prompt, enter c:\os2\boot /os2 to restart OS/2 2.0. 2. Double-click on OS/2 System. 3. Double-click on Command Prompts. 4. Display the pop-up menu for DOS Window by clicking on the icon and then pressing mouse button 2. 5. Select Create another. Next, customize the DOS session as follows: 1. Point to the newly created program icon and press mouse button 2. 2. Select the arrow to the right of Open. 3. Select Settings. 4. When the DOS Settings notebook is displayed, make sure that the Program page is visible. If it is not, select the Program tab. 5. Type* in the Path and file name field of the Program page. 6. Select the Session tab, click on DOS Window, and then click on DOS Settings. 7. From the list of DOS Settings, select DOS_ STARTUP_ DRIVE. In the Value field, type the location from which DOS will be loaded. Appendix E. Running Specific DOS from Within OS/2 2.0 107 1 ******************** Page: 108 ******************** A: 8. Select the Save push button. 9. Select the General tab and typea name in the Title field. This is the name that will appear below the icon for this DOS session. For example, you might want to call this ■DOS LAN Requester.┐ 10. Close the DOS Settings window by double-clicking on the title-bar icon. Verify That the Diskette is Startable Before you create an image file, make sure that the DOS diskette can be started. Do the following: 1. Make sure the diskette is inserted into drive A. 2. Double-click on the DOS LAN Requester icon you created in the previous set of steps. Create a Diskette Image After you verify that the DOS diskette can be started, use the VMDISK utility program to create a diskette image of the DOS diskette. (A file image of a diskette will load more quickly than the diskette. By creating the diskette image, you also eliminate the need to maintain the diskette.) With VMDISK, you specify the source drive (where the diskette is located) and the target location (the drive, path, and file name for the diskette image file.) The file name must be specified. If the target drive and path are not specified, the current path will be used. The current drive, though, must have sufficient space for the diskette image. For example, to create the diskette image in the root directory on drive C, do the following: 1. Display an OS/2 command prompt. 2. Type: VMDISK A: C:\DOS40.IMG 108 OS/2 2.0 Installation Guide 1 ******************** Page: 109 ******************** and press Enter. Modify the DOS Session Next, you modify the session so that it will load the DOS image file (rather than the DOS startup diskette). To modify the session: 1. Double-click on OS/2 System. 2. Double-click on Command Prompts. 3. Click on the DOS LAN Requester icon, and press mouse button 2. 4. Select the arrow to the right of Open. 5. Select Settings. 6. When the DOS Settings notebook is displayed, select the Session tab, and then click on DOS Settings. 7. From the list of DOS Settings, select DOS_ STARTUP_ DRIVE. In the Value field, type the path and file name of the DOS image file. In this example, you would type: C:\DOS40.IMG This setting indicates the location from which DOS will be loaded. Once DOS is loaded, the contents of the file will appear to be drive A. 8. Select the Save push button. 9. Close the DOS Settings window by double-clicking on the title-bar icon. Restart the System Before you start the DOS LAN Requester session, restart the system to reset the LAN adapter: 1. Display the pop-up menu for the OS/2 desktop by pointing toa blank space on the desktop and pressing mouse button 2. 2. Select Shut down. 3. After the shutdown has completed, restart OS/2 2.0. Appendix E. Running Specific DOS from Within OS/2 2.0 109 1 ******************** Page: 110 ******************** Start the DOS LAN Requester Session To start the DOS LAN Requester, double-click on the DOS LAN Requester icon. Release the Drive When the session has started, enter the following command: C:\OS2\MDOS\FSACCESS A: This command releases the diskette image and allows drive A to be used normally. 110 OS/2 2.0 Installation Guide 1 ******************** Page: 111 ******************** Appendix F. Migrating from OS/2 Extended Edition to OS/2 2.0 This appendix is intended for the person who is currently using a version of Operating System/2 Extended Edition 1.x (for example, OS/2 Extended Edition Version 1.3). When you install OS/2 2.0 on a system that contains a version of OS/2 Extended Edition, the base operating system files are replaced, but your other programs and data are left intact. For example, database files and configuration files used by the Extended Edition Database Manager and Communications Manager are preserved by OS/2 2.0. However, you should be aware that the Extended components provided with Extended Edition (Communications Manager, Database Manager, and LAN Requester) do not work after you install OS/2 2.0. Therefore, you will be unable to use these Extended components with OS/2 2.0, and you cannot access your data using these components. We recommend that you upgrade to Extended Services for OS/2 to restore your Communications Manager and Database Manager functions, and to upgrade to LAN Server 2.0 to restore your LAN Requester and LAN Server functions. Because OS/2 2.0 preserves your OS/2 Extended Edition environment, you can easily make the transition to the Extended Services or LAN Server 2.0 products. For example, any communication configuration files used by Communications Manager are preserved and can be used when you upgrade to Extended Services. So, after you install OS/2 2.0 on your OS/2 Extended Edition system, you should install the appropriate products (Extended Services or LAN Server 2.0 or both) to recover your Extended Edition components. Refer to the installation documentation for Extended Services for OS/2 or LAN Server 2.0. + Copyright IBM Corp. 1992 111 1 ******************** Page: 112 ******************** Do Your Extended Edition Components Start Automatically? If one of your OS/2 Extended Edition components (for example, Communications Manager) is automatically loaded when you start your computer, remove the automatic startup capability of the component before you install OS/2 2.0. Because OS/2 2.0 migrates your customization information, any programs that were automatically started under the Extended Edition version will be automatically started under OS/2 2.0. If Communications Manager is automatically started under OS/2 2.0, it will not operate properly. To find out how to remove the automatic startup capability, refer to the OS/2 Extended Edition documentation. For example, if the automatic startup capability is specified in your STARTUP.CMD file, edit the file and remove the line that starts the OS/2 Extended Edition component. Alternatively, if properties associated with Communications Manager include ■Open when system is started,┐ reset the property so that Communications Manager is not opened when the system is started. If you have already installed OS/2 2.0 and discover that one of the Extended Edition programs will not run, remove the automatic startup capability and restart OS/2 2.0. We recommend that you then upgrade to Extended Services for OS/2 to restore your Communications Manager and Database Manager functions, and to upgrade to LAN Server 2.0 to restore your LAN Requester and LAN Server functions. Are You Already Running Extended Services or LAN Server with the OS/2 Operating System? If you are already running Extended Services with your version of the OS/2 operating system, do the following: 1. Install OS/2 2.0 (to replace the existing base operating system files). 112 OS/2 2.0 Installation Guide 1 ******************** Page: 113 ******************** 2. From an OS/2 command prompt, issue the ESRESTOR command. This command will restore the Extended Services function. If you are already running LAN Server 2.0 with your version of the OS/2 operating system, do the following: 1. Install OS/2 2.0 (to replace the existing base operating system files). 2. Reinstall LAN Server 2.0. Refer to the installation documentation for LAN Server 2.0 for more information. Appendix F. Migrating from OS/2 Extended Edition to OS/2 2.0 113 1 ******************** Page: 114 ******************** 114 OS/2 2.0 Installation Guide 1 ******************** Page: 115 ******************** Index Boot Manager (continued) A installation of 46 active partition 36 installation on existing Add to Boot Manager menu system 47 choice 54 installation on new system 46 adding OS/2 to a DOS system 25 startup menu time, setting 59 Advanced Options window 19 after installation, adding system setup features 73 recommendations 41 AIX Boot Manager partition adding name to Boot Manager creating 50 placement of 41 startup menu 65 Boot Manager startup menu note about installing 51 configuring 58 Assign C: partition choice 54 example of 34 AUTOEXEC.BAT file creating or modifying for Dual Boot 29C migrating from a previous CD-ROM device support, adding version 22 after installation 73 modifying to load DOS from CD, installing from xi within OS/2 41, 106 Change partition name choice 54 autostart of Extended Edition CHKDSK command, recovering components 112 from errors on the hard disk 80 Command Reference B adding after installation 75 basic installation 11ª 24 choosing to install 17 communications port, adding bit maps, adding after support for 74 installation 75 compact disc, installing from xi bit-map fonts, adding after configuring WIN-OS/2 desktop 22 installation 73 CONFIG.SYS file BOOT command 32 creating or modifying for Dual Boot Manager Boot 29 example of setting up three migrating from a previous operating systems 89 version 22 example of setting up two modifying during operating systems 87 installation 16, 18 FDISK utility 48 modifying to load DOS from hard disk management 36 within OS/2 41, 105 + Copyright IBM Corp. 1992 115 1 ******************** Page: 116 ******************** CONFIG.SYS file (continued) DOS programs (continued) recovering 77 migrating 20 considerations for installing DOS 5.00 Upgrade, note about multiple operating systems7 installing 42 Create partition choice 54 creating DOS 5.0, note about installing 64 DOS, example of running a specific partitions and logical drives 51 version 104 the Boot Manager partition 50 drive mapping 38 the OS/2 partition 56 Dual Boot feature creating a migration database 97 copying BOOT.COM in a Boot creating or modifying Manager environment 65 AUTOEXEC.BAT and requirements 25 CONFIG.SYS 29 starting 32 customization information, migrating 22 E error messages, installation 82 D ESRESTOR command 113 DATABASE.DAT file 97 example of database, creating for adding partitions to an existing migration 97 database, default migration 97 hard disk 92 formatting a data partition 85 DBTAGS.DAT file 99 installing Boot Manager with default operating system, setting three operating systems 89 (for Boot Manager) 58 installing Boot Manager with two default printer, choosing 23 operating systems 87 Delete partition choice 55 installing Boot Manager without deleting partitions 49 repartitioning the entire Device Support Diskette, disk 92 installing 19 installing DOS and OS/2 in diagnostic aids, adding after separate partitions 87 installation 75 installing multiple partitions 87 directory structure, for Dual installing three operating Boot 27 systems 89 disk drive support, installing xii setting up two partitions 85 documentation, online Extended Edition, migrating adding after installation 75 from 111 choosing during installation 17 Extended Graphics Array adapter, DOS LAN Requester, example of running Windows programs on xi setting up for 104 DOS programs extended partition 36 installing in a Dual Boot setup 30 116 OS/2 2.0 Installation Guide 1 ******************** Page: 117 ******************** F installing (continued) failures, system 77 other operating systems 63 FAT file system 13 with a response file 67 FDISK installing disk drive support, note examples of using 85 about xii installing SCSI adapter support, screen 48 note about xii file systems, installing both 85 file system, choosing during installation 13L fonts, adding after installation 73 logical drive formatting a logical drive 18 description of 18, 36 formatting during installation 18 H hard disk management 36 logo screen 12, 31 high performance file system Dual Boot restriction 25M HPFS file system 13 Make startable choice 55 marking a partition as installable 55 I messages, installation 82 increasing partition size 47 migrating INI files, recovering 79 AUTOEXEC.BAT file 22 Install Boot Manager choice 54 CONFIG.SYS file 22 installable, marking a partition customization information 22 as 55 DOS programs 20 installation Windows programs 20 adding features after 73 migration database, creating your basic 11ª 24 own 97 installing AIX, note about 51 modem, adding support for 74 Boot Manager without modifying CONFIG.SYS file during repartitioning the entire installation 16, 18 disk 92 more than one operating system, both file systems, example installing 33 of 85 mouse, tutorial on using 15 multiple operating systems more than one operating considerations for installing7 system7 installing 33 multiple partitions, example of 87, 89 OS/2 on a DOS system 25 OS/2 only 11 Index 117 1 ******************** Page: 118 ******************** N partitions New Name window 54 defining 51 restriction on number of 36 setting up 51 O Partitions Too Small warning 47 planning the Boot Manager online documentation setup 41 adding after installation 75 primary partitions choosing during installation 17 restriction on number of 36 online help specifying which should be used problem determination 77 for installation 63 operating systems printer, choosing the default 23 installing additional 63 problem determination 77 recommended partition sizes for 52 optional bit maps, adding after installation 75Q optional utilities, adding after Quick Reference installation 73 description ofx OS/2 Extended Edition, migrating installing with3 from 111 OS/2 Setup and Installation windowR (1) 14 recommendations for a Boot OS/2 Setup and Installation window Manager setup 41 (2) 17 recommended partition sizes 52 OS/2 Tutorial recovering adding after installation 75 from errors on the hard disk 80 choosing to install 17 from system failures 77ª 81 OS/2 1.3 the CONFIG.SYS file 77 installing in a Boot Manager user and system INI files 79 setup 64 Remove from Boot Manager menu choice 55 P response file installation 67 PARSEDB utility program, REXX information description of 100 adding after installation 75 partition choosing to install 17 REXX program, adding after accepting the default 13 installation 74 active 36 adding a second 13 partition size and considerations,S planning table 52 sample response file 68 118 OS/2 2.0 Installation Guide 1 ******************** Page: 119 ******************** SCSI support, installing xiiW serial device support, adding 74 WIN-OS/2 desktop appearance, serial printer or plotter, adding specifying 22 support for 74 WIN-OS/2, definition of xi Set installable choice 55 Set startup values choice 54 Windows programs setting a partition installable 55 installing in a Dual Boot setting the Boot Manager default setup 30 operating system 58 migrating 20 setting up running on 8514/A or XGA partitions and logical drives 51 adapter xi two partitions, example of 85 specific version of DOS, example of running 104X starting the Dual Boot feature 32 XGA, running Windows programs on xi STARTUP.CMD file in OS/2 Extended Edition 112 swap file Numerics size considerations in Dual Boot 8514/A display adapter, running setup 26 Windows programs on xi specifying during installation 16, 18 System Configuration window 16 system problems, diagnosing 77 T timeout values, Boot Manager 59 troubleshooting 77 Tutorial adding after installation 75 choosing to install 17 U Upgrade, DOS 5.00 42 upgrading to DOS 5.00 before installing Boot Manager 42 user INI files, recovering 79 Using the Operating System description ofx utilities, system 73 Index 119