# Appendix A. Install and Configure OS/2 Warp Server for e-business or Convenience Package for OS/2 Warp Server for e-business

This appendix details the steps needed to install your domain controller and additional server with OS/2 Warp Server for e-business or Convenience Package for OS/2 Warp Server for e-business for testing with the OS/2 PCM Compatibility Testkit Version 4.6.

## Setting Up the Domain Controller

Setting up the domain controller consists of:

- Loading the domain controller

- Configuring the domain controller

- Installing the network test cases

Note: | All system names, addresses, user names, and passwords are case-sensitive and must be typed exactly as shown.
Note: | If the system supports RAID disks, configure the machine with a minimum of three physical disks and set up the RAID controller for RAID-1 or RAID-5 configuration. See "Netfinity Raid Information (ITLRAID)" for additional information.

Load the domain controller with OS/2 WARP Server for e-business or Convenience Package for OS/2 Warp Server for e-business.

The following steps walk through the installation of the operating system on the system destined to be the domain controller.

1. If there are any files on the hard drive of the system that you want to keep, make a copy of them now. This procedure will delete all files on the hard drive.

2. Shut down or power off all four systems in your test environment (the domain controller you are about to load, the additional server, and both client systems). Make sure the additional server and both clients remain shut down or powered off while you load the domain controller.

3. Insert the OS/2 Installation diskette in the a: drive.

4. Power on or restart the system.

5. When prompted for the OS/2 Diskette 1, insert the diskette and the OS/2 CD, and press Enter.

6. When prompted for the OS/2 Diskette 2, insert the diskette and press Enter.

7. At the Welcome screen, press Enter to start loading from the CD.

If the Welcome screen is not displayed, see "Resolving Problems during Installations".

1. The screen OS/2 Warp Server for e-business Installation is displayed, press Enter.

If there are no volumes or partitions defined:

- The Volumes Too Small screen is presented, press Enter.

- If there are partitions defined, but no volumes defined:

- The "Volume Conversion Utility" (VCU) will convert disk partitions that do not have volumes defined to compatibility volumes. Drive letters will be assigned to any partition that would be visible under previous versions of OS/2. Hidden partitions (2nd primary partition on a drive) will not be converted.

- The VCU conversion screen will be presented indicating the number of compatibility volumes created, and prompt you to reboot using the installation diskettes.

If there are volumes and partitions defined:

- The Installation Volume Selection screen will be displayed.

- Highlight 2. Specify your own installation volume, and press Enter.

1. A Modifying Volumes Warning is displayed indicating all data on the volumes will be lost. Be sure there is nothing left on the drive(s) that might still be needed, and then press Enter to start the Logical Volume Managment Tool (LVM).

2. If the message A volume of the following minimum size must be set installable: 120megabytes is displayed, press Enter.

If needed, press F3 to exit the installation and back up any necessary data.

Note: | If the system has both IDE and SCSI/RAID disks, and the IDE disk is in the boot sequence before the SCSI/RAID, then install OS/2 Boot manager and create the SADUMP partition on the IDE disk. The OS/2 boot partition, and at least one of the JFS partitions should be created on the SCSI/RAID disks.
Note: | If the system has more than 1 disk of a pariticular type, then define JFS logical partitions on at least 2 disks that can be used for testing the LVM function of having JFS volumes span physical disks. However, if the system has only 1 disk drive, then 2 partitions can be defined on the drive for testing LVM volume spanning.
Note: | If you know the system bios supports booting from a partition that begins or extends beyond 8.3GB (cylinder 1024) on large drives, then create a partition on the disk beyond the 8.3GB range for the OS/2 bootable volume. You can create a filler partition to take up the free space not allocated or required for PCM testing.
Note: | When using LVM to modify partitions and volumes, you must first delete the volumes and partitions and then re-create them.

1. The Logical Volume Management Tool - Logical View screen is displayed. Setup the disk partitions and volumns as follows:

- Install OS/2 Boot Manager

- In the Logical Volume section at the top, the entry [CDROM-1], may be the only entry, and the Disk Partition section at the bottom will be blank.

- Press Enter to bring up the Options screen.

- Highlight Install boot manager and press Enter.

- Press F5 to change to the physical view.

- Define Physical Partition for OS/2:

- Tab up to the Physical Disks section, and highlight the disk drive to be used for OS/2 installation.

- Tab down to the Disk Partition section, and highlight [free space 1].

- Press Enter to bring up the Options menu.

- Highlight Create a new partition, and press Enter.

- Highlight Primary Partition, and press Enter.

Note: | If you know the system BIOS supports booting from a partition that begins or extends beyond 8.3GB (1024 cylinders), then in the next step, select create at end of free space, otherwise select create at beginning free space.

- Highlight Create at the beginning of free space, and press Enter.

- Clear the entry field, and enter Warp Server for the partiton name, and press Enter.

- Set the size of the boot partition to 500 MB, and press Enter.

- Define Physical Partition for SADUMP:

- Tab up to the Physical Disks section, and highlight the disk drive to be used for the SADUMP partition.

- Tab down to the Disk Partition section, and highlight [free space 1].

- Press Enter to bring up the Options menu.

- Highlight Create a new partition, and press Enter.

- Highlight Logical Partition, and press Enter.

- Highlight Create at beginning of free space and press Enter.

- Clear the entry field presented, and enter SADUMP for the partiton name, and press Enter.

- Set the size of the dump partition to at least 20MB greater than installed memory, and press Enter.

- Define Physical Partition for JFS:

- Tab up to the Physical Disks section, and highlight the disk drive to be used for the Journaled File System (JFS).

- Tab down to Disk Partition section, and highlight [free space 1].

- Press enter to bring up the Options menu.

- Highlight Create a new partition, and press Enter.

- Highlight Logical Partition, and press Enter.

- Highlight Create at the end of free space, and press Enter.

- Clear the entry field, and enter JFS Drive1 for the partiton name, and press Enter.

- Set the size of the JFS partition to 100 MB, and press Enter.

Note: | If you have more than 1 disk, and the above JFS partition was created on the first disk, then use the steps from above to create a JFS partition on the second disk. This allows testing of volumes that span physical disks. Enter the second partition name as JFS Drive2, and set the size to 100MB. Otherwise, if you only have 1 disk, define the 2nd JFS partition on the same drive, and when the JFS Volume is setup it will span partitions.

- Press F5 to change to the Logical Volume Management Tool - Logical View.

- Define OS/2 Boot Volume:

- Press Enter for the Options menu.

- Highlight Create a new volume, and press Enter.

- Highlight Create a volume that can be made bootable, and press Enter.

- Highlight C: and press Enter.

- Type WSVR for e-business as the volume name, and press Enter.

- A pop-up panel asks you to choose the disk for creating the volume, press Enter.

- Highlight the disk drive selected for OS/2 installation, and press Enter.

- Highlight Use existing partition, and press Enter.

- Highlight [Warp Server 500], and press Enter.

- The partition name Warp Server is presented, press Enter to accept.

- Add OS/2 Boot Volume to Boot Manager:

- Highlight the volume WSVR for e-business.

- Press Enter for the Options menu.

- Highlight Set Boot Manager startup values, and press Enter.

- Highlight Default boot selection field, and press Enter.

- Highlight Save the changes, and press Enter.

- Define SADUMP volume:

- Press Enter for the Options menu.

- Highlight Create a new volume, and press enter.

- Highlight Create a volume that does not need to be bootable, and press Enter.

- Highlight Create a compatibility volume and press Enter.

- Highlight D: and press Enter.

- Type SADUMP as the volume name, and press Enter.

- A pop-up panel asks you to choose the disk for creating the volume, press Enter.

- Highlight the disk drive selected for SADUMP, and press Enter.

- Highlight Use existing partition, and press Enter.

- Highlight [SADUMP nnn], and press Enter.

- The partition name SADUMP is presented, press Enter to accept.

- Define JFS (Journaled File System) volume:

- Press Enter for the Options menu.

- Highlight Create a new volume, and press enter.

- Highlight Create a volume that does not need to be bootable, and press Enter.

- Highlight Create an LVM volume and press Enter.

- Highlight E: and press Enter.

- Type JFS Volume as the volume name, and press Enter.

- A pop-up panel asks you to choose a disk for creating the volume, and then press F6 to complete creation of the volume. Only press Enter for now.

- Highlight the disk drive selected for JFS Drive1, and press Enter.

- Highlight Use existing partition, and press Enter.

- Highlight [JFS Drive1 nnn], and press Enter.

- The partition name JFS Drive1 is presented, press Enter to accept.

Note: | If you have more that 1 physical disk installed, and created a second logical partition JFS Drive2, then continue to setup the JFS volume to span physical disk partitions. Otherwise, press F6 now to finish the LVM volume definition.

- Highlight the physical disk that JFS Drive2 was created on and press Enter.

- Highlight Use existing partition, and press Enter.

- Highlight [JFS Drive2 nnn], and press Enter.

- The partition name JFS Drive2 is presented, press Enter to accept.

- Press F6 to finish the LVM volume definition.

- The rest of the disks can be left as free space for now.

- Press F3 to exit.

- Highlight Save the changes and exit, and press Enter.

2. If disk partitions were modified, follow the instructions to reboot the system using the new disk partitions. Use the same installation diskettes as before.

- At the Welcome screen, press Enter.

- The OS/2 Warp Server for e-business installation screen is presented, press Enter.

- The Installation Volume Selection screen is presented, and the message in the middle of the screen should say OS/2 Warp Server for e-business will be installed on: Volume C. Highlight option 1. Accept the volume, and press Enter.

Note: | It will be the boot drive that was set as installable with LVM.

3. Select 2. Format the Partition on the Formatting the Installation Partition screen.

Note: | When disk partitions have been modified, the boot partition will be unformatted and this screen will not be presented.

4. The Formatting the Installation Volume screen is presented. Select option 1. Perform a long format, and press Enter.

5. On the Select the File System screen, highlight option 1. High Performance File System, and press Enter.

Note: | There are test cases that require HPFS in order to use file names greater than eight characters long.
Note: | If the boot volume is currently formatted, a warning screen is displayed indicating that the hard disk might contain data. Press Enter to continue with formatting.

The system starts copying data from the CD to the system's hard disk. A progress bar displays the status of this activity.

6. When loading is complete, an all blue screen is displayed requesting you to remove the diskette from the a: drive, and press Enter to reboot the system.

When the system boots this time, it is booting from the hard drive. The system automatically opens the System Configuration screen. The following steps identify how the system should be configured.

7. On the System Configuration screen, click on Next.

8. The System Configuration(cont.) screen is presented. Click on Next.

9. The Country Information screen is presented, choose the United States, and select codepage (437,850) and click on OK

10. The Select System Default Printer screen is displayed.

11. Select Do not install default printer and click on OK.

12. If your system recognizes a sound card, it opens the Multimedia Device Settings screen. Click on Selections to verify the adapter settings, and then click on OK.

13. In the Primary Display Driver Install screen, the video driver is already selected. Click on OK to accept the default.

14. The OS/2 Warp Server for e-business Setup and Installation screen is presented. Accept the defaults and click on Next.

15. The Installing IBM OS/2 Warp Server for e-business screen is displayed. Click on Next.

16. The Information screen is displayed, DO NOT ADD ANY INFORMATION ON THIS SCREEN, click on Next.

17. On the Select the services to install screen, check the following items:

- File and Print Sharing Services

- Click on more button and turn on check box for Generic Alerter Service, and click on OK.

- TCP/IP Services

- Click on more button and turn on check box for Network File System (NFS) Support, and click on OK.

- Netscape Communicator

- Tivoli Management Agent

- PSnS Backup and Recovery

- Advanced Print Services

- Click on more button and turn on the check boxes for Parrallel Port Attachment, and Print Postscript on non-Postscript printers, then click on OK.

1. Click on Next. The Configuration screen is displayed.

The next set of steps configure the characteristics of the domain controller. The test cases depend on this information. If you do not follow these instructions exactly, test cases might fail. On the left side of the screen is a list of the components to configure.

1. OS/2 Warp Server for e-business - explains the color codes of the check marks and needs no input.

2. Click on File and Print Sharing Services - do the following:

- Verify that the Domain controller radio button is selected.

Enter a Server name: | IT01D01
Enter a Domain name: | IT01D01D

1. Click on Network Adapters for File and Print Sharing - this will have been filled out already if OS/2 was able to detect the network adapter card installed in the system. If no information is displayed, or the wrong adapter is listed, then the installed network adapter needs to be identified to OS/2. Follow the instructions in step 41 to identify the network adapter and load the driver, then return to this step and continue.

2. Click on Autostart - in addition to the items already selected, also select the following:

- Alerter

- Generic Alerter

If this item is disabled, then the Generic Alerter service was not selected when File and Print Services was selected for installation (see step 30).

1. Click on User ID and Password - enter USERID for the user ID and PASSWORD for the password.

2. Click on TCP/IP Services - enter the following information:

TCP/IP address | 10.3.227.78
Subnet Mask | 255.255.254.0
Router | 10.3.226.1
Host Name | it01d01
TCP/IP Domain Name | test.company.com
Name Server | 10.3.199.2

You must use the TCP/IP addresses shown. If other addresses are used, the test cases that rely on the TCP/IP addresses will fail.

If the network being used is not isolated from other LAN segments the TCP/IP information here will not be valid with the existing network. This is why it is important to isolate this test environment if at all possible.

1. Click on Netscape Communicator, accept the defaults.

2. Click on Tivoli Management Agent, accept the defaults.

3. Click on PSnS Backup and Recovery - accept the defaults.

4. Click on Advanced Print Services - accept the defaults. Note: On OS/2 Warp Server for e-business systems only.

5. Click on Books - accept the defaults.

6. Click on Error Logging Services - enter the following information:

Route Alerts to: | IBM LAN Network Manager
Workstation ID: | IT01D01

1. Click on Network Adapters and Protocol Services

- If the system displays the adapter as selected, skip to step 45.

- If OS/2 did not detect the adapter card, the Add Adapter push button is displayed. Do the following steps to define the adapter. The following directions assume the adapter's device driver and Network Information File (NIF) are on a diskette. For example, the IBM token ring adapter has a device driver named ibmtok.os2 and a NIF file named ibmtok.nif.

1. Click on Other Adapter. The Network Adapter Driver Disk panel is displayed.

2. Insert the diskette with the OS/2 driver and NIF files in the a: drive and specify the directory where the system can find those files.

3. Click on OK. The Drivers Found panel is displayed. Select the adapter that is installed and make sure the correct LAN type is selected (Ethernet or Token-Ring).

4. Click on OK. The files are copied to the hard drive.

5. Remove the diskette and click on OK. The Configuration panel is displayed showing the adapter that was selected.

1. If OS/2 detected an adapter card in the system, the Configuration panel is displayed with the adapter selected. Set the address on the network card to 4000AC010001 using the following steps: (Ref #1.)

- Click on Settings. The Parameters for adapter_name Adapter panel is displayed.

- Select Node Address/Network adapter address and click on CHANGE. The Change Configuration panel is displayed.

Note: | Not all adapter cards allow you to define the network address for the LAN adapter. Having a defined network address makes the isolation of problems easier. If your adapter does not let you change the network address, skip this step.

- Enter the following value for the node address: 4000AC010001

- Click on OK. The Parameters for adapter_name Adapter panel is displayed.

- Click on OK. The Configuration panel is displayed.

All of the items should be selected with colored check marks indicating all the parameters have been provided to finish the installation of the domain controller.

1. Click on Install. A Configuration pop-up panel is displayed asking if it is OK to start the installation.

2. Click on OK The system begins the installation. A progress bar is displayed as the installation progresses. Load time is less than one hour. The system will reboot automatically when the installation is complete.

3. If the Monitor Configuration/Selection Utility panel is displayed, accept the defaults for monitor type and click on OK.

4. If the Select Display Resolution panel is displayed, click on OK to accept the default selection.

After the installation completes, the system automatically reboots and an OS/2 Warp Server for e-business registration screen is displayed. Click on Exit to close the registration screen.

### Installing Netfinity V5.2xx from CDROM

With OS/2 Warp Server for e-business, the Netfinity product is shipped on a separate CDROM. The Netfinity replaces previous versions of systems management that shipped on OS/2 Warp Server CDROMS, and needs to be installed on the domain controller and additional server following OS/2 installation.

The following steps outline installation and setup of Netfinity 5.2xx on the Domain Controller:

1. Insert the Netfinity CDROM in the CD drive.

2. Open an OS/2 Window session.

3. Change to F: (F: will be the CDROM drive if only the partitions needed for testing have been setup according to documentation.)

4. Change to F:\OS2\SERVICES

5. Type Install and press Enter.

6. The Netfinity Install screen is displayed, accept the defaults and click on OK

7. On the pop-up that says C:\NETFIN does not exist and will be created, click on OK.

8. Highlight Active Client Operation.

9. Turn on all check boxes under Optional services, and click on Install

10. When copying from the CDROM is finished, the Network Driver Configuration screen is displayed.

11. Enter IT01D01 as the System Name.

12. Highlight NetBIOS <disabled>, and click on Driver Enabled.

13. Enter AC010001 as the Network Address.

14. Highlight TCP/IP <disabled>, and click on Driver Enabled.

15. Enter engineering for System Keyword.

16. Click on Options button to display Netfinity Options menu.

17. Turn on check boxes for Service Execution Alerts and Show Support Program, leave the others off, click on OK.

18. Click on Save button, and on OK button on pop-up panel.

19. Click on Exit button.

20. A Change CONFIG.SYS panel will be presented, click on YES to have the installation automatically update config.sys.

21. A FFST/2 panel will be presented, click on No to not have alerts routed to the Netfinity Manager.

22. Click on OK on pop-up Netfinity Install Complete!.

### Installing the Network Test Cases on the Domain Controller

To install the network test cases:

1. Insert the OS/2 PCM Compatibility Testkit Version 4.6 CDROM.

2. Open an OS/2 window.

3. Change to the appropriate drive.

4. The installation program requires that your current drive be the one containing the Version 4.6 CDROM.

5. Type the following commands to install the network test cases:

cd lan_inst

install

1. When installation of the test cases has completed, remove the CDROM from the drive, and then shut down and restart the system.

The OS/2 PCM Compatibility Testkit Version 4.6 folder is added to the Desktop.

## Setting Up the Additional Server System

Setting up the additional server consists of:

- Loading the additional server

- Configuring the additional server

- Installing the base test cases

- Installing the network test cases

Note: | All system names, addresses, user names, and passwords are case-sensitive and must be typed exactly as shown.
Note: | If the system supports RAID disks, configure the machine with a minimum of three physical disks and set up the RAID controller for RAID-1 or RAID-5 configuration. See "Netfinity Raid Information (ITLRAID)" for additional information.

Load the additional server with OS/2 WARP Server for e-business or Convenience Package for OS/2 Warp Server for e-business.

The following steps walk through the installation of the operating system on the system destined to be the additional server.

1. If there are any files on the hard drive of the system that you want to keep, make a copy of them now. This procedure will delete all files on the hard drive.

2. Leave the domain controller on. (The additional server is currently shut down or powered off.)

3. Insert the OS/2 Installation diskette in the a: drive.

4. Power on or restart the system.

5. When prompted for the OS/2 Diskette 1, insert the diskette and the OS/2 CD, and press Enter.

6. When prompted for the OS/2 Diskette 2, insert the diskette and press Enter.

7. At the Welcome screen, press Enter to start loading from the CD.

If the Welcome screen is not displayed, see "Resolving Problems during Installations".

1. The screen OS/2 Warp Server for e-business Installation is displayed, press Enter.

If there are no volumes or partitions defined:

- The Volumes Too Small screen is presented, press Enter.

If there are partitions defined, but no volumes defined:

- The "Volume Conversion Utility" (VCU) will convert disk partitions that do not have volumes defined to compatibility volumes. Drive letters will be assigned to any partition that would be visible under previous versions of OS/2. Hidden partitions (2nd primary partition on a drive) will not be converted.

- The VCU conversion screen will be presented indicating the number of compatibility volumes created, and prompt you to reboot using the installation diskettes.

If there are volumes and partitions defined:

- The Installation Volume Selection screen will be displayed.

- Highlight 2. Specify your own installation volume, and press Enter.

1. A Modifying Volumes Warning is displayed indicating all data on the volumes will be lost. Be sure there is nothing left on the drive(s) that might still be needed, and then press Enter to start the Logical Volume Management Tool (LVM).

2. If the message A volume of the following minimum size must be set installable: 120megabytes is displayed, press Enter.

If needed, press F3 to exit the installation and back up any necessary data.

Note: | If the system has both IDE and SCSI/RAID disks, and the IDE disk is in the boot sequence before the SCSI/RAID, then install OS/2 Boot manager and create the PCMTEST partition on the IDE disk. The OS/2 boot partition, and at least one of the JFS partitions should be created on the SCSI/RAID disks.

Note: | If the system has more than 1 disk of a pariticular type, then define JFS logical partitions on at least 2 disks that can be used for testing the LVM function of having JFS volumes span physical disks. However, if the system has only 1 disk drive, then 2 partitions can be defined on the drive for testing LVM volume spanning.
Note: | If you know the system bios supports booting from a partition that begins or extends beyond 8.3GB (cylinder 1024) on large drives, then create a partition on the disk beyond the 8.3GB range for the OS/2 bootable volume. You can create a filler partition to take up the free space not allocated or required for PCM testing.
Note: | When using LVM to modify partitions and volumes, you must first delete the volumes and partitions and then re-create them.

1. The Logical Volume Management Tool - Logical View screen is displayed. Setup the disk partitions and volumns as follows:

- Install OS/2 Boot Manager

- In the Logical Volume section at the top, the entry [CDROM-1], may be the only entry, and the Disk Partition section at the bottom will be blank.

- Press Enter to bring up the Options screen.

- Highlight Install boot manager and press Enter.

- Press F5 to change to the physical view.

- Define Physical Partition for OS/2:

- Tab up to the Physical Disks section, and highlight the disk drive to be used for OS/2 installation.

- Tab down to the Disk Partition section, and highlight [free space 1].

- Press Enter to bring up the Options menu.

- Highlight Create a new partition, and press Enter.

- Highlight Primary Partition, and press Enter.

Note: | If you know the system BIOS supports booting from a partition that begins or extends beyond 8.3GB (1024 cylinders), then in the next step, select create at end of free space, otherwise select create at beginning free space.

- Highlight Create at the beginning of free space, and press Enter.

- Clear the entry field, and enter Warp Server for the partiton name, and press Enter.

- Set the size of the boot partition to 500 MB, and press Enter.

- Define Physical Partition for PCMTEST:

- Tab up to the Physical Disks section, and highlight the disk drive to be used for the PCMTEST partition.

- Tab down to the Disk Partition section, and highlight [free space 1].

- Press Enter to bring up the Options menu.

- Highlight Create a new partition, and press Enter.

- Highlight Logical Partition, and press Enter.

- Highlight Create at beginning of free space and press Enter.

- Clear the entry field presented, and enter PCMTEST for the partition name, and press Enter.

- Set the size of the pcmtest partition to at least 230MB, and press Enter.

- Define Physical Partition for JFS:

- Tab up to the Physical Disks section, and highlight the disk drive to be used for the Journaled File System (JFS).

- Tab down to Disk Partition section, and highlight [free space 1].

- Press enter to bring up the Options menu.

- Highlight Create a new partition, and press Enter.

- Highlight Logical Partition, and press Enter.

- Highlight Create at the end of free space, and press Enter.

- Clear the entry field, and enter JFS Drive1 for the partition name, and press Enter.

- Set the size of the JFS partition to 100 MB, and press Enter.

Note: | If you have more than 1 disk, and the above JFS partition was created on the first disk, then use the steps from above to create a JFS partition on the second disk. This allows testing of volumes that span physical disks. Enter the second partition name as JFS Drive2, and set the size to 100MB. Otherwise, if you only have 1 disk, define the 2nd JFS partition on the same drive, and when the JFS Volume is setup it will span partitions.

- Press F5 to change to the Logical Volume Management Tool - Logical View.

- Define OS/2 Boot Volume:

- Press Enter for the Options menu.

- Highlight Create a new volume, and press Enter.

- Highlight Create a volume that can be made bootable, and press Enter.

- Highlight C: and press Enter.

- Type WSVR for e-business as the volume name, and press Enter.

- A pop-up panel asks you to choose the disk for creating the volume, press Enter.

- Highlight the disk drive selected for OS/2 installation, and press Enter.

- Highlight Use existing partition, and press Enter.

- Highlight [Warp Server 500], and press Enter.

- The partition name Warp Server is presented, press Enter to accept.

- Add OS/2 Boot Volume to Boot Manager:

- Highlight the volume WSVR for e-business.

- Press Enter for the Options menu.

- Highlight Set Boot Manager startup values, and press Enter.

- Highlight Default boot selection field, and press Enter.

- Highlight Save the changes, and press Enter.

- Define PCMTEST volume:

- Press Enter for the Options menu.

- Highlight Create a new volume, and press enter.

- Highlight Create a volume that does not need to be bootable, and press Enter.

- Highlight Create a compatibility volume and press Enter.

- Highlight D: and press Enter.

- Type PCMTEST as the volume name, and press Enter.

- A pop-up panel asks you to choose the disk for creating the volume, press Enter.

- Highlight the disk drive selected for PCMTEST, and press Enter.

- Highlight Use existing partition, and press Enter.

- Highlight [PCMTEST nnn], and press Enter.

- The partition name PCMTEST is presented, press Enter to accept.

- Define JFS (Journaled File System) volume:

- Press Enter for the Options menu.

- Highlight Create a new volume, and press enter.

- Highlight Create a volume that does not need to be bootable, and press Enter.

- Highlight Create an LVM volume and press Enter.

- Highlight E: and press Enter.

- Type JFS Volume as the volume name, and press Enter.

- A pop-up panel asks you to choose a disk for creating the volume, and then press F6 to complete creation of the volume. Only press Enter for now.

- Highlight the disk drive selected for JFS Drive1, and press Enter.

- Highlight Use existing partition, and press Enter.

- Highlight [JFS Drive1 nnn], and press Enter.

- The partition name JFS Drive1 is presented, press Enter to accept.

Note: | If you have more that 1 physical disk installed, and created a second logical partition JFS Drive2, then continue to setup the JFS volume to span physical disk partitions. Otherwise, press F6 now to finish the LVM volume definition.

- Highlight the physical disk that JFS Drive2 was created on and press Enter.

- Highlight Use existing partition, and press Enter.

- Highlight [JFS Drive2 nnn], and press Enter.

- The partition name JFS Drive2 is presented, press Enter to accept.

- Press F6 to finish the LVM volume definition.

- The rest of the disks can be left as free space for now.

- Press F3 to exit.

- Highlight Save the changes and exit, and press Enter.

1. If disk partitions were modified, follow the instructions to reboot the system using the new disk partitions. Use the same installation diskettes as before.

- At the Welcome screen, press Enter.

- The OS/2 Warp Server for e-business installation screen is presented, press Enter.

- The Installation Volume Selection screen is presented, and the message in the middle of the screen should say OS/2 Warp Server for e-business will be installed on: Volume C. Highlight option 1. Accept the volume, and press Enter.

Note: | It will be the boot drive that was set as installable with LVM.

2. Select 2. Format the Partition on the Formatting the Installation Partition screen.

Note: | When disk partitions have been modified, the boot partition will be unformatted and this screen will not be presented.

1. The Formatting the Installation Volume screen is presented. Select option 1. Perform a long format, and press Enter.

2. On the Select the File System screen, highlight option 1. High Performance File System, and press Enter.

Note: | There are test cases that require HPFS in order to use file names greater than eight characters long.
Note: | If the boot volume is currently formatted, a warning screen is displayed indicating that the hard disk might contain data. Press Enter to continue with formatting.

The system starts copying data from the CD to the system's hard disk. A progress bar displays the status of this activity.

1. When loading is complete, an all blue screen is displayed requesting you to remove the diskette from the a: drive, and press Enter to reboot the system.

When the system boots this time, it is booting from the hard drive. The system automatically opens the System Configuration screen. The following steps identify how the system should be configured.

1. On the System Configuration screen, click on Next.

2. The System Configuration(cont.) screen is presented. Click on Next.

3. The Country Information screen is presented, choose the United States, and select codepage (437,850) and click on OK

4. The Select System Default Printer screen is displayed.

- If you have a parallel attached printer, highlight the printer model in the printers listbox, or if needed, use a printer driver diskette to install the printer and drivers now.

- If you have a network TCP/IP connected printer, choose Do not install default printer now, and follow the instructions later for defining and setting up the network attached printer.

1. If your system recognizes a sound card, it opens the Multimedia Device Settings screen. Click on Selections to verify the adapter settings, and then click on OK.

2. In the Primary Display Driver Install screen, the video driver is already selected. Click on OK to accept the default.

3. The OS/2 Warp Server for e-business Setup and Installation screen is presented. Accept the defaults and click on Next.

4. The Installing IBM OS/2 Warp Server for e-business screen is displayed. Click on Next.

5. The Information screen is displayed, DO NOT ADD ANY INFORMATION ON THIS SCREEN, click on Next.

6. On the Select the services to install screen, check the following items:

- File and Print Sharing Services

- Slist bClick on more button and turn on check box for Generic Alerter Service, and click on OK.

- TCP/IP Services

- Click on more button and turn on check box for Network File System (NFS) Support, and click on OK.

- Remote Access Services

- Netscape Communicator

- Tivoli Management Agent

- PSnS Backup and Recovery

- Advanced Print Services

- Click on more button and turn on the check boxes for Parrallel Port Attachment, and Print Postscript on non-Postscript printers, then click on OK.

1. Click on Next. The Configuration screen is displayed.

The next set of steps configure the characteristics of the additional server. The test cases depend on this information. If you do not follow these instructions exactly, test cases might fail. On the left side of the screen is a list of the components to configure.

1. OS/2 Warp Server for e-business - explains the color codes of the check marks and needs no input.

2. Click on File and Print Sharing Services - do the following:

- Select the Additional Server radio button. (note it defaults to Domain Controller)

Enter a Server name: | IT01S01
Enter a Domain name: | IT01D01D

1. Click on Network Adapters for File and Print Sharing - this will have been filled out already if OS/2 was able to detect the network adapter card installed in the system. If no information is displayed, or the wrong adapter is listed, then the installed network adapter needs to be identified to OS/2. Follow the instructions in step 44 on page 80 to identify the network adapter and load the driver, then return to this step and continue.

2. Click on Autostart - in addition to the items already selected, also select the following:

- Alerter

- Generic Alerter

If this item is disabled, then the Generic Alerter service was not selected when File and Print Services was selected for installation (see step 26).

1. Click on Remote Access Services - enter the following information:

- Configure port now - select YES

- COM port: set to COM1 (if COM1 is used for the mouse, then select COM2)

- If testing with analog phone lines and modems:

- Modem type: select the modem being used.

Note: | Be sure to use a modem that is supported by LAN Distance. Using an unsupported modem may cause problems while testing. See "Finding a Supported Modem" for more information.

- If testing with Null-Modem cable:

- Modem type: select the null modem.

Note: | Be sure follow the instructions in "Setting up LAN Distance Remote Services" step 9 for completing null modem testing setup.

- LAN type: select Ethernet if using Ethernet; otherwise, select Other.

Note: | You may need to reposition the Disk Space panel to select the LAN type.

1. Click on User ID and Password - enter USERID for the user ID and PASSWORD for the password.

2. Click on TCP/IP Services - enter the following information:

TCP/IP address | 10.3.227.79
Subnet Mask | 255.255.254.0
Router | 10.3.226.1
Host Name | it01s01
TCP/IP Domain Name | test.company.com
Name Server | 10.3.199.2

You must use the TCP/IP addresses shown. If other addresses are used, the test cases that rely on the TCP/IP addresses will fail.

If the network being used is not isolated from other LAN segments the TCP/IP information here will not be valid with the existing network. This is why it is important to isolate this test environment if at all possible.

1. Click on Netscape Communicator, accept the defaults.

2. Click on Tivoli Management Agent, accept the defaults.

3. Click on PSnS Backup and Recovery - accept the defaults.

4. Click on Advanced Print Services - accept the defaults. Note: On OS/2 Warp Server for e-business systems only.

5. Click on Books - accept the defaults.

6. Click on Error Logging Services - enter the following information:

Route Alerts to: | IBM LAN Network Manager
Workstation ID: | IT01S01

1. Click on Network Adapters and Protocol Services

- If the system displays the adapter as selected, skip to step 42.

- If OS/2 did not detect the adapter card, the Add Adapter push button is displayed. Do the following steps to define the adapter. The following directions assume the adapter's device driver and Network Information File (NIF) are on a diskette. For example, the IBM token ring adapter has a device driver named ibmtok.os2 and a NIF file named ibmtok.nif.

1. Click on Other Adapter. The Network Adapter Driver Disk panel is displayed.

2. Insert the diskette with the OS/2 driver and NIF files in the a: drive and specify the directory where the system can find those files.

3. Click on OK. The Drivers Found panel is displayed. Select the adapter that is installed and make sure the correct LAN type is selected (Ethernet or Token-Ring).

4. Click on OK. The files are copied to the hard drive.

5. Remove the diskette and click on OK. The Configuration panel is displayed showing the adapter that was selected.

2. If OS/2 detected an adapter card in the system, the Configuration panel is displayed with the adapter selected. Set the address on the network card to 4000AC010101 using the following steps: (Ref #2.)

- Click on Settings. The Parameters for adapter_name Adapter panel is displayed.

- Select Node Address/Network adapter address and click on CHANGE. The Change Configuration panel is displayed.

Note: | Not all adapter cards allow you to define the network address for the LAN adapter. Having a defined network address makes the isolation of problems easier. If your adapter does not let you change the network address, skip this step.

- Enter the following value for the node address: 4000AC010101

- Click on OK. The Parameters for adapter_name Adapter panel is displayed.

- Click on OK. The Configuration panel is displayed.

All of the items should be selected with colored check marks indicating all the parameters have been provided to finish the installation of the additional server.

1. Click on Install. A Configuration pop-up panel is displayed asking if it is OK to start the installation.

2. Click on OK The system begins the installation. A progress bar is displayed as the installation progresses. Load time is less than one hour. The system will reboot automatically when the installation is complete.

3. If the Monitor Configuration/Selection Utility panel is displayed, accept the defaults for monitor type and click on OK.

4. If the Select Display Resolution panel is displayed, click on OK to accept the default selection.

After the installation completes, the system automatically reboots and an OS/2 Warp Server for e-business registration screen is displayed. Click on Exit to close the registration screen.

1. At an OS/2 command prompt, go to the boot drive and change to the \wal directory. Using an editor, open the wcllocal.ini file. This file contains the keywords [TOKENRINGMACS] and [ETHERNETMACS], followed by a list of NIF files. Be sure the NIF file for the adapter card in this server is listed in the appropriate section (either the tokenringmacs or ethernetmacs). If it is not listed, then add the NIF file to the appropriate list. It is important to do this before LAN Distance is started.

### Installing Netfinity V5.2xx from CDROM

With OS/2 Warp Server for e-business and Convenience Package for OS/2 Warp Server for e-business, the Netfinity product is shipped on a separate CDROM. The Netfinity replaces previous versions of systems management that shipped on OS/2 Warp Server CDROMS, and needs to be installed on the domain controller and additional server following OS/2 installation.

The following steps outline installation and setup of Netfinity 5.2xx on the Additional Server:

1. Insert the Netfinity CDROM in the CD drive.

2. Open an OS/2 Window session.

3. Change to F: (F: will be the CDROM drive if only the partitions needed for testing have been setup according to documentation.)

4. Change to F:\OS2\MANAGER

5. Type Install and press Enter.

6. The Netfinity Install screen is displayed, accept the defaults and click on OK

7. On the pop-up that says C:\NETFIN does not exist and will be created, click on OK.

8. Turn on all check boxes under Optional services, and click on Install

9. When copying from the CDROM is finished, the Network Driver Configuration screen is displayed.

10. Enter IT01S01 as the System Name.

11. Highlight NetBIOS <disabled>, and click on Driver Enabled.

12. Enter AC010101 as the Network Address.

13. Highlight NetBIOS [alternate adapter], and click on Driver Enabled.

14. Enter AC010101 as the Network Address.

15. Highlight TCP/IP <disabled>, and click on Driver Enabled.

16. Enter engineering for System Keyword.

17. Click on Options button to display Netfinity Options menu.

18. Turn on check boxes for Service Execution Alerts and Show Support Program, leave the others off, click on OK.

19. Click on Save button, and on OK button on pop-up panel.

20. Click on Exit button.

21. A Change CONFIG.SYS panel will be presented, click on YES to have the installation automatically update config.sys.

22. A FFST/2 panel will be presented, click on No to not have alerts routed to the Netfinity Manager.

23. Click on OK on pop-up Netfinity Install Complete!.

### Setting Up LAN Distance Remote Services on the Additional Server

Depending on the LAN adapter installed, you may need to modify the Remote Connection setup before using the additional server as a Remote Connection Server. The adapter card in the Remote Connection Server is unique because it acts as a bridge to pass traffic from those remote workstations dialing it, to the local LAN. This adapter must be a supported adapter.

Select an adapter from the list of Tested and Approved adapters that passed the Remote Connections testing. A list of supported adapters is provided with the LAN Distance product on OS/2 Warp Server. See "Supported Network Adapters" in the online Network Adapters and Protocol Services Guide and "Supported Hardware" in the LAN Distance Server Guide.

Although you specified what modem and COM port to use during the installation process, additional steps are necessary to enable this server to act as a LAN Distance Remote Services server. Start the LAN Distance product and allow it to configure the transports for bridging, following these steps:

1. Double-click on the Remote Access Services icon on the Desktop and then double-click on the IBM Remote Access icon to start LAN Distance.

- A pop-up panel indicates that the LAN Distance product is starting and eventually a LAN Distance-Workstations panel is displayed with the IT01S01 server icon highlighted. If the network is not isolated, there might be other servers displayed in this panel.

- An error message indicating a failure to start the modem could be caused by any number of problems including:

- The modem is not supported by LAN Distance.

- The cable or modem is failing.

- The computer's COM port might be disabled.

- The com.sys driver might be missing from the config.sys file.

1. From the menu, click on Selected, Open as, and then Settings.

2. Enter USERID for the user ID and PASSWORD for the password. (These are the values you set earlier in the installation process and must be entered in uppercase.)

3. You are then prompted for a new password for USERID. Enter a new password of passphrase (use lowercase).

4. The IT01S01 - Settings panel displays the IBM LAN Distance Settings Notebook.

5. Click on the ADDRESS/LAN tab. The Adapter for bridging: field is displayed and after a few seconds an adapter will be highlighted in the list box. This should be the adapter that is being used in the system. Nothing needs to be selected here.

6. Click on the right arrow at the bottom of the Settings notebook until the Security tab is displayed and then click on the Security tab.

7. Click on Enable LAN Distance Security to turn off the checkbox.

8. If using a Null-Modem cable instead of analog phone lines and modems, then you must follow these steps to complete LAN Distance setup.

- Click on Modems tab.

- Click on Change to bring up the Null Modem Settings panel.

- Click on Change

- Select Nonswitched

- Click on Ok to return to the Null Modem Settings panel.

- Click on close from the system menu on the Null Modem Settings panel.

- Click on the left arrow at the bottom of the Settings notebook unitl the Answer is displayed.

- Click on Add to bring up the Answer Mode Criteria, New Entry Settings panel.

- PSTN should be selected for Network Type.

- NonSwitched should be selected for Line Type.

- Click on OK to bring up the Answer Mode, New Entry Settings panel.

- Enter NULLSVR for the Answer Mode Name.

- Click on Enable answer mode on startup.

- Click on close from the system menu symbol to return to the settings notebook.

1. Close the Settings notebook. A message is displayed providing the option to save the new notebook values.

2. Click on YES. A message is displayed indicating a shutdown of the system might be necessary.

3. Click on OK. Close the LAN Distance - Workstations panel. Click on YES to close the confirmation panel.

4. Shut down and reboot the server.

5. If using analog phone lines and modems for LAN Distance, then follow these steps when the system reboots.

- Start LAN Distance by double-clicking on the LAN Distance Remote Access icon, and then double-clicking on the IBM Remote Access icon. The LAN Distance - Workstations panel is displayed with IT01S01 selected.

1. Test the modem by clicking on Selected, Open as, and then Phone Book.

2. In the IT01S01 - PhoneBook notebook, enter a phone number in the Number: field and click on Dial. If the modem attempts to dial, it is working correctly.

- Close the LAN Distance product.

### Adding a Network Shared Printer to the Additional Server

This server is the print server for your test environment. The printer must be defined to the network and accessible from all four systems.

If you have a parallel attached printer, and you have already selected and installed the printer during OS/2 installation, then all that is needed here is to define the printer as a shared resource on the network.

Be sure to cable the printer into the parallel port of the additional server.

If you have a network TCP/IP attached printer, then you need to add the printer to your desktop, and install the printer drivers. Then continue to define the printer as a shared resource on the network.

If the printer is not already supported by the operating system, have the OS/2 printer driver handy to use when installing the printer.

Note: | When inserting a test system into the additional server location of an already stable test environment, the "Net Start Server" command in startup.cmd may fail to start, leaving only requester services started. The server services needs to be started in order to setup the printer as a shared resource, follow the steps listed here to verify that server services have started, and if needed to synchronize the server with the stable environment domain controller and start the server services.

1. Open an OS/2 window session.

2. Type net start, and press Enter.

Note: | The server service should be in the list displayed of services started. If not, then issue the command net start server. If the server service does not start, continue with the following steps below to synchronize the additonal server with the domain controller and start the server. If the server service is started, skip to step 7 below.

1. Type logon it01s01a /d:it01d01d /p:apw01s01 /v:d and press Enter.

2. Type net use x: domroot and press Enter.

3. Type x:\resync and press Enter.

4. Type net use x: /d and press Enter.

Note: | You can now continue with defining and adding the network printer.

1. If you did not install the printer during OS/2 installation, then follow these steps to install the printer and drivers now. If the printer has already been installed, then skip to 1.

- Double-click on the OS/2 System icon on the Desktop. The OS/2 System - Icon View is displayed.

- Double-click on Templates. The Templates - Icon View is displayed.

- Drag the Printer icon to the Desktop. The Create a Printer panel is displayed.

- Type ENVPRT in the Name: field and then click on Install New Printer Driver. The Install new printer driver panel is displayed listing all of the print drivers defined for this release of OS/2.

- Select the printer that is attached to this workstation and click on Install. A panel is displayed requesting the path to the OS/2 drivers. Because you loaded this system from the CD and the CD is still in the CD-ROM drive, it is likely the default path provided by OS/2 is correct. As long as the OS/2 Warp CD is still in the CD-ROM drive, click on OK. A pop-up panel will indicate a successful installation.

- Click on OK. The Create a Printer panel is displayed with the driver that was just loaded highlighted.

- Be sure the LPT1 port is selected along with the driver you just loaded and click on Create. You should see the printer that you just defined on the Desktop.

- Close the Templates icon view, and the OS/2 System icon view.

Now that the printer is defined on the Desktop, set it up as a shared resource by doing the following:

1. Double-click on LAN Services File and Print on the Desktop. The LAN Services File and Print - Icon View panel is displayed.

2. Double-click on the LAN Server Administration icon. Click on OK when the license panel is displayed.

3. If you were not already logged on to the system, you will need to enter a user ID and password.

Use IT01S01A for the user ID and APW01S01 for the password. The LAN Server Administration - Icon View panel is displayed.

1. Double-click on the IT01D01D icon. The IT01D01D - Icon View is displayed.

2. Double-click on the Printer Resource Definitions icon. The Printer Resource Definitions - Icon View panel is displayed.

Note: | When inserting a test system into the additional server location of an already stable test environment, the domain controller will already have an ENVPRT icon in the Printer Resource Definitions icon view. Double-click on the ENVPRT icon to open the setting view and continue with step 8 below.

1. Drag the Printer Template to a blank spot in the Printer Resource Definitions panel. The Printer Alias - Create panel is displayed.

2. Provide the following information:

- Alias: ENVPRT

- Description: Printer for Network

- Server name: IT01S01 (can be selected from the pull-down menu)

- Spooler queue name: ENVPRT (can be selected from the pull-down menu.)

Note: | If printer installed during OS/2 installation, use pull-down menu to select the queue name already created for the printer.

1. Click on Create. The Access Control Profile Does Not Exist panel is displayed.

2. Click on OK. The Access Controls Profile - Settings View is displayed.

3. Click on the Permissions tab, and then click on Add. The Add Access Control Entries panel is displayed.

4. Scroll to the bottom of the Entries listbox and highlight USERS Group in the list box, highlight Create and Permissions in the Permissions list box, and then click on OK. The Access Controls Profile - Settings View is displayed so you can review your selections.

5. Click on Create. The Resource Definitions - Icon View panel is displayed showing the printer icon that was just created (ENVPRT).

6. Close the remaining panels. The shared network printer is defined and ready to use.

### Installing the Base Test Cases on the Additional Server

IMPORTANT: When loading test cases, load all of the test cases at the same time.

The tests in the PCM Testkit can be installed on any local (non-network) drive, however, the drive partition defined for the base test cases should be used. The d: drive is used for all examples in the documentation. The selected PCM Testkit drive can be reformatted with this process. The config.sys file is modified during PCM Testkit installation, which will require the system to be shut down and rebooted after the test cases are loaded.

1. Insert the OS/2 PCM Compatibility Testkit Version 4.6 in the CD-ROM drive.

2. Open an OS/2 window.

Note: | If the d: drive is unformatted, format it now before continuing with installation of the base testcases. The drive can be formatted as either FAT or HPFS. For example:
    format d: /fs:fat
or
    format d: /fs:hpfs

1. Change to the \pcm_inst directory on the CDROM and type install.

2. Wait for the PCM Testing Setup - Main Menu window to open.

On this screen the default selections are:

- OS/2 Boot Partition = C

- Test Case Partition = D

- OS/2 Release = 4.5

- Format Testcase Partition = NO (Change to YES only if you are reformatting this partition)

- Format Type = FAT (or HPFS)

- Install PCM Testkit From: (CDROM or LAN Drive)

1. To change the defaults, select CONFIGURE to open the PCM Testing Configuration window. On this panel the default selections can be changed for:

- OS/2 Boot Partition

- Test Case Partition

- OS/2 Release/Driver Level

- Format Testcase Partition

- FAT or HPFS

- Source Drive for PCM Testkit INSTALLATION

1. Click on ACCEPT to save your changes and return to the main menu. Verify your selections.

2. Select Update CONFIG.SYS, STARTUP.CMD, AUTOEXEC.BAT.

3. Select all applicable test cases.

Note: | Do not select the PCMCIA, APM, SPEECH, and SMP tests if your system's shipped configuration does not support these features.

4. Click on RUN when you have completed all selections.

After each of the test cases is installed, a message is displayed to confirm completion. Verify your test case selections as these messages are displayed.

5. After the selected test cases are installed, click on DONE.

6. Click on OK in the PCMSETUP Activity Completed window.

7. Click on EXIT or select additional test cases to load.

8. Click on OK.

9. Shut down and reboot the system.

### Installing the Network Test Cases on the Additional Server.

To install the network test cases:

1. Insert the OS/2 PCM Compatibility Testkit Version 4.6 CDROM into the CD-ROM drive.

2. Open an OS/2 window.

3. Change to the appropriate drive.

The installation program requires that your current drive be the one containing the Version 4.6 CDROM.

1. Type the following commands to install the network test cases:

cd lan_inst

install

1. When installation of the test cases has completed, remove the CDROM or diskette from the drive, and then shut down and restart the system.

The OS/2 PCM Compatibility Testkit Version 4.6 folder is added to the Desktop.