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- Installing OS/2 2.0
- A Guide for DOS Users
-
-
- Copyright (c) 1992, Stephen Best
- CompuServe 100033,340
-
- April 21, 1992
-
-
- This is a guide for DOS (or DOS/Windows) users installing
- OS/2 2.0 for the first time. What follows is a personal
- approach for moving to OS/2 2.0 and hopefully will get you up
- and running quicker than you would be otherwise, and with a
- new system that really shows what OS/2 2.0 can do.
-
- Now I know pretty well every OS/2 stalwart will find
- something to disagree with in this guide ... but if it helps
- YOU build a better system then my goal has been achieved.
-
- First the disclaimer: I take no responsibility for clagged
- systems (even if you followed my instructions exactly). This,
- I stress, is just ONE approach to setting up an OS/2 2.0
- system ... other methodologies are equally valid. But this is
- what I did, and it worked ...
-
-
- A few words about machine sizing: you'll have noticed that
- the minimum stated requirements for OS/2 2.0 are an Intel
- 80386SX with 4 megs of memory. My personal opinion is that
- the CPU speed is not critical (and I get good performance on
- my 16 MHz 386DX) ... but don't expect to drive large screens
- without some sort of video coprocessor to move all those bits
- around. A standard VGA display (640x480 16 colour) uses 150k
- of video memory but a SuperVGA setup (1024x768 256 colour)
- requires 5 times as much. So if your CPU has to take time-out
- to help move all this data around, it won't be available to
- the applications you're running.
-
- As for the memory requirement ... I strongly advise all OS/2
- 2.0 users to seriously consider aiming for a total of, say, 8
- megs (high-speed motherboard or Microchannel bus) memory to
- give OS/2 2.0 room to move. The actual amount you require
- will depend on application mix, speed of your disk subsystem
- etc ... but if you see your hard disk light on continuously,
- more memory is the easy and cheap fix.
-
-
- Now for the install. My procedure requires you to install
- OS/2 2.0 twice, firstly on top of your existing DOS or
- DOS/Windows setup and secondly as a clean install.
-
- The first install will get you up and running fast and, if
- you haven't played with OS/2 2.0 before, you're in for a
- treat. And IBM has done a great job of providing a transition
- from your current environment so hopefully you'll find most
- of your old stuff still intact and usable. Don't expect
- optimum performance from this install ... we'll get to this
-
-
-
-
-
-
- later. What's important in this step is to provide a platform
- to check out your existing DOS and Windows applications, and
- satisfy yourself that they do indeed run as advertised.
-
- For the second install, you will need to re-partition and re-
- format all drives. This is important for best performance but
- it also means that you'll have to migrate your old
- applications manually ... a bit more time consuming but
- you'll only have to do it once.
-
- Ok, so here's the procedure. Please feel free to
- modify/ignore steps if you feel you know what you're doing.
-
-
-
- First Install
-
- This is the first install of OS/2 2.0 you'll do. You're
- probably keen to get OS/2 2.0 up and running and this is what
- the following will help you do. Not a perfect install, but
- we'll do that later.
-
-
- 1. Backup your complete system to floppies using the BACKUP
- command that comes with DOS 3.3 (or later). Later you'll
- use the OS/2 2.0 RESTORE command to (selectively) reload
- your files on the new configuration. Now BACKUP isn't the
- speediest or most exciting utility but if you use this you
- can be sure that you won't lose anything in the
- transition. If you've got other utilities or a tape drive
- you may choose to use this as well, but unless you're
- certain that the software will run under OS/2 2.0, play it
- safe. If you've got a second hard disk, you can use this
- instead. Microsoft floppies make great backup material :-
- ).
-
- 2. Open your OS/2 2.0 box and build a small mountain with
- the floppies: install on top then 1-15 (for 3.5 inch) and
- driver disks 1-5 at the bottom. You'll notice that there's
- also lots of manuals/booklets/cards etc ... read all these
- and you'll be an OS/2 guru! See if you got an OS/2 lapel
- badge in your box ... I didn't either <sigh>.
-
- 3. Stick the install floppy in drive 'A' and press Ctrl-Alt-
- Delete to start the boot process. Just follow the
- instructions and load OS/2 on top of your existing system.
- Do not elect 're-partition/re-format your drive' at this
- time. Install as much of the OS/2 system as disk space
- will allow (ideally you'll have 40 megs free and can
- install everything).
-
- 4. Keep inserting those floppies as instructed. See the hard
- disk light flashing while you're between floppies ...
- welcome to multithreading! You'll come to a tutorial
- window eventually ... do the complete tutorial (the OS/2
- setup is still working in the background anyway).
-
-
-
-
-
-
- 5. After you've done the tutorial and the shell has filled
- out, do a shutdown to save everything. To do this: click
- the right mouse button anywhere on the blank space of the
- desktop and select shutdown. (Note: always do a shutdown
- before powering down your system).
-
- 6. Re-boot when shutdown is complete and now give OS/2 2.0 a
- real workout. Start up your old applications (which
- hopefully will have been migrated). Kick off a few Windows
- applications etc and generally satisfy yourself that
- everything runs. The Workplace shell takes a bit of
- getting used to but you'll soon master it (though it may
- take you a bit longer if you write for the computer press
- :-)). Don't expect good performance yet ... there's a few
- knobs to tweak and we'll get to these later.
-
- 7. Like it? Work ok? Go directly to Second Install.
-
-
-
- Second Install
-
- Welcome to the second install. You've decided that you're
- ready for the Second Generation of personal computing. The
- steps that follow will give you a real OS/2 system with
- better performance.
-
-
- 1. Assemble your OS/2 2.0 and backup floppy mountains. You
- may want to do some planning on what you need to install,
- where it'll go etc. This is a good time for leaving behind
- all those files you've had for years and years and never
- used.
-
- 2. Boot from the OS/2 2.0 installation floppy again but this
- time we are going to re-partition and re-format ... so
- anything on your disk(s) will be lost. We are going to
- install HPFS on all drives and HPFS works best on large
- partitions. The OS/2 2.0 Installation Guide goes into
- great detail about Boot Manager and the dual boot option
- ... but if all your software functions ok under OS/2 you
- don't need these.
-
- 3. Select the re-partition and re-format options and setup
- the partition(s) as HPFS. HPFS (High Performance File
- System) is a successor to FAT. It has a TOTALLY different
- layout on disk and is unreadable by DOS ... but OS/2 fully
- supports DOS applications reading/writing to it. When it
- comes to serious disk I/O, FAT just can't hack it.
-
- 4. Proceed as before but this time select which components
- you actually want. There's potential for big savings in
- disk real estate here ... so if you don't want it, don't
- install it. Also, there's no de-install function (yet!)
- and some of these can take a bit of weeding out. Let's go
- through the list:
-
-
-
-
-
-
- CD Rom (0.1MB) - you seem to get these files whether
- you want them of not!
-
- Documentation (0.8MB) - the doco for OS/2 lives online
- so you'll probably need all these.
-
- Fonts (1.1MB) - not much of a selection of fonts, but
- they're FREE!
-
- Optional System Utilities (1.2MB) - you'll probably
- need most of these eventually.
-
- Tools and Games (5.7MB) - as the size shows, there's
- big savings to be had here. On my system, Terminal
- Emulation (no ZModem), PMChart and Personal
- Productivity didn't make it to my hard disk and I
- saved 4 megs in the deal. The Enhanced Editor is
- very nice but you already get a PM editor (E.EXE)
- which is adequate for most tasks.
-
- DOS and WIN-OS2 Support (4.3MB) - you'll probably want
- DOS (especially if you plan on initially running
- DOS applications). The Windows support is an
- additional 3 megs so if you don't want it,
- deselect it.
-
- HPFS (0.4MB) - as we're setting up a HPFS system,
- you'll need these.
-
- Rexx (0.4MB) - REXX is IBM's 'batch' command language
- and even if you're a non-programmer, you can do
- some pretty slick things with this.
-
- Serial Device Support (0.1MB) - select this.
-
- Serviceability and Diagnostics (0.6MB) - you probably
- don't need these (but this is where PSTAT and
- PATCH live if you miss them later).
-
- Optional Bitmaps (0.2MB) - as they say, optional.
-
- Aim to have 10-15 megs free on your boot drive (the
- default paging drive) after you rebuild your system. The
- actual requirement will depend on the amount of memory
- you've got and the application mix ... but you don't want
- to be the one to find all those 'low memory' bugs
- potentially lurking around.
-
- 5. Skip the Migration function as you won't have anything on
- your disks at this stage to migrate.
-
- 6. Do a shutdown after the system comes up, as before.
-
- 7. Re-boot.
-
- 8. If you have any, format your other disk(s) as HPFS
- (select the appropriate disk icon from the Drives folder).
-
-
-
-
-
-
- 9. Open an OS/2 window or full-screen session and kick off
- the RESTORE of all your DOS and Windows applications,
- files etc. You will not need to restore DOS itself or
- Windows (apart from maybe some of the mini- apps) as OS/2
- 2.0 now provides full support. Also you can leave behind
- all those DOS add-ons (memory managers, disk
- cache/defragger/fixit/compression tools, task switcher,
- file manager, Adobe Type Manager etc etc) as the
- functionality is provided by OS/2 itself or otherwise
- inappropriate. Note that if you have Lotus 123 3.0, MS
- Word 5/5.5, Wingz or DeScribe you already own OS/2
- versions so re-install these from the original floppies.
-
- After all wanted applications have been reloaded, start
- the Migration utility (in the System Setup folder) to
- build program reference icons.
-
- 10.You can save even more disk space by browsing through the
- system files and doing a bit of pruning. For example, you
- may not want QBASIC.EXE and QBASIC.HLP (in the MDOS
- subdirectory). Also, you can zap MIRRORS.DLL and OASIS.DLL
- (in the DLL subdirectory) if you won't be running Windows
- applications or drivers ported with these tools. These
- four files alone will buy you back well over a meg. Also,
- if you don't intend on doing any programming, LINK.EXE,
- LINK386.EXE, RC.EXE, RCPP.ERR and RCPP.EXE (all in the OS2
- subdirectory) can go. Hopefully, you'll know exactly what
- the file does (or did) before you delete it ...
-
- 11.Here's a few tips on getting better performance from your
- new system. Firstly, look at the cache size on the first
- line of your CONFIG.SYS file ... you may want to increase
- this to 512K-1024K depending on the amount of memory
- you've got. Also, because all your hard disks are now
- HPFS, you can delete the DISKCACHE statement. You'll
- obviously need to reboot to implement these changes.
-
- As for individual session parameters (in the settings
- notebook), if you've installed the WIN-OS2 capability you
- can get much better performance by setting EMS and XMS
- size to zero and DPMI size to (say) 3-6MB (depending on
- application). If you've got an 8514/A or XGA (or
- equivalent) turn off VIDEO_8514A_XGA_IOTRAP and turn on
- VIDEO_SWITCH_NOTIFICATION. There's a whole swag of other
- knobs to play with but just doing the above will make a
- BIG difference. Overall, you can expect at least
- comparable performance (with Windows sessions running
- fullscreen) to that of Windows 3.0 native.
-
- 12.Other than that, all that remains is to customise the
- desktop, setup folders etc and generally have fun with
- your new system. Give all those 32 bits in your system
- some real exercise!
-
-
- Happy OS/2'ing.