# Appendix B. Install and Configure OS/2 Warp Version 4

This appendix details the steps needed to install your Requester #1 and Requester #2 systems with OS/2 Warp Version 4 for testing with the OS/2 PCM Compatibility Testkit Version 4.6

## Setting Up Client 1

Setting up client 1 consists of:

- Loading OS/2 Warp Version 4 on client 1

- Configuring client 1

- Installing the base test cases

- Installing the network test cases

### Loading OS/2 Warp Version 4 on Client 1

Follow these steps to install OS/2 Warp Version 4 on client 1:

Note: | All system names, addresses, user names, and passwords are case-sensitive and must be typed exactly as shown.

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. Make sure the machine is powered off.

3. Insert the OS/2 Warp Version 4 Installation Diskette in the a: drive.

4. Power on or restart the system.

5. When prompted for OS/2 Warp Version 4 Diskette 1, insert the diskette and press Enter.

6. When prompted for OS/2 Warp Version 4 Diskette 2, insert the diskette and the OS/2 Warp Version 4 CD and press Enter.

If the Welcome screen reading "OS/2 WARP Version 4 Installation" is not displayed, see "Resolving Problems during Installations".

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

2. Select 2. Advanced Installation and press Enter.

3. Select 2. Specify a different drive or partition and press Enter.

A warning message is displayed indicating all data on the hard drive will be lost. Be sure there is nothing left on the drive that might still be needed, and then press Enter to start the FDISK utility.

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

1. Using FDISK, partition the disk as follows:

- Create a c: drive as the primary partition, with a minimum of 350 MB.

- Set the partition as installable. When prompted for a name, use a name of your choice.

- Create a d: drive as an extended logical partition with a minimum of 230 MB for base test cases.

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

- Press F3 twice to save and exit from the FDISK utility.

Note: | When using FDISK to modify a partition, you must first delete the partition and then re-create it.

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 window, press Enter.

- Select 2. Advanced Installation and press Enter.

- Select 1. Accept the drive on the Installation Drive Selection screen and press Enter. (It should be the boot drive that was set as installable with FDISK.)

1. 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. Select 1. High Performance File System on the Select the File System screen and press Enter. Some of the test cases require HPFS in order to use file names greater than eight characters long.

Note: | If the boot partition 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. When loading is complete, an all blue screen is displayed requesting that the diskette be removed from the drive.

1. When loading is complete, 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. Click on Next.

2. Click on Next again and the Select System Default Printer window is displayed.

3. Select the type of printer that will be connected to client 1 for PCM base testing and click on OK.

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

5. In the Display Driver Install window, the video driver is already selected. Click on OK to accept the default.

6. The OS/2 Setup and Installation window displays the features that can be installed. The features selected for installation are marked with a check mark. Accept the defaults by clicking on Next.

7. In the Advanced Options window, turn off all options and click on OK.

8. In the OS/2 Warp Setup and Installation window, make sure the following services are selected:

- File and Print Client

- TCP/IP Services

- System Management Client

Click on Next the Configuration window is displayed.

1. Click on File and Print Sharing and provide the following information:

Workstation name: | IT01R01
Workstation description: | Requester #1
Domain name: | IT01D01D
Select Install LAN Server Administration |
Select Install sharing |

1. Click on Network Adapters for File and Print Sharing - will have been filled out already if OS/2 was able to detect the adapter card installed in the system. If no information is displayed, the adapter being used has to be identified to OS/2. This is done in step 28.

2. Click on User ID and Password. Enter USERID for the user ID and PASSWORD for the password.

3. Click on TCP/IP Services and enter the following information exactly as shown:

TCP/IP address | 10.3.227.80
Subnet mask | 255.255.254.0
Router | 10.3.226.1
Host Name | it01r01
TCP/IP Domain Name | test.company.com
Name Server | 10.3.199.2

1. Click on System Management Client and enter the following information:

System name | it01r01
Select NetBIOS protocol |
Network Address | AC010201
System Keywords | engineering

1. Click on Network Adapters and Protocol Services.

- If the system displays the adapter as selected, skip to step 29.

- If OS/2 Warp 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 window 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 window 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 window is displayed showing the adapter that was selected.

2. If OS/2 Warp detected an adapter card in the system, the Configuration window is displayed with the adapter selected. Set the address on the network card to 4000AC010201 using the following steps:

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

- Select Node Address/Network adapter address and click on CHANGE. The Change Configuration window 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: 4000AC010201

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

- Click on OK. The Configuration window is displayed again.

If any item does not have a check mark next to it, go back and make sure that the configuration information was entered correctly.

1. Click on Install.

2. Make sure the information displayed in the configuration window is correct. When you are ready to start the installation, click on OK.

A progress indicator displays the status of the installation as files are copied from the CD to the hard drive. This process typically takes about 10 minutes.

1. If the Monitor Configuration/Selection Utility window is displayed, Install using default for monitor type should already be selected.

2. Click on OK to continue installing.

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

This portion of the installation typically takes between 20 and 45 minutes, depending on the hardware and software peripherals you selected earlier.

1. When the installation is complete, the system automatically reboots.

2. When the system restarts, the Welcome to OS/2 window is displayed. Close this Welcome window.

3. From the Desktop, open the Programs folder.

4. Open the Utilities folder.

5. Scroll down through the Utilities folder and open the TME 10 NetFinity System Management Client folder.

6. Double-click on the TME 10 NetFinity Service Manager icon.

7. Double-click on the Security Manager icon.

- Turn off the Security Manager Access check box.

- Click on Select All under Services.

- Click on Set.

- Click on Exit.

- Close all folders.

### Installing the Base Test Cases on Client 1

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 Client 1

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.

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 Client 2

Client 2 is an OS/2 Warp Version 4 system. Although it is possible to install client 2 from a CD, you should use a network load to test the network hardware and software connections. This process consists of the following steps:

- Creating remote boot diskettes on the client 1 machine

- Using these diskettes on client 2 to create a network connection with client 1 and to load the operating system from the remote system

- Configuring the remote access phone book on client 2

Note: | All system names, addresses, user names, and passwords are case-sensitive and must be typed exactly as shown.

### Creating Remote Boot Diskettes on Client 1

To create boot diskettes, perform the following steps on client 1:

1. Have three high-density diskettes available. Label them "Remote Installation diskette," "OS/2 Diskette 1," and "OS/2 Diskette 2."

2. On the OS/2 Desktop of client 1, double-click on the OS/2 System icon.

3. Double-click on the System Setup icon.

4. Double-click on the Install/Remove icon.

5. Double-click on OS/2 Warp Remote Install icon.

6. In the OS/2 Warp Remote Install Setup - OS/2 Warp Installation window, click on Next.

7. Insert the OS/2 Warp 4 CD in the CD-ROM drive of client 1 and click on OK.

8. In the Remote Installation Diskettes window, click on Next to create the boot diskettes.

9. Select the network adapter that is installed in client 2.

If the adapter is not in the list, follow the directions to add the adapter that is in the target system. In order to complete these steps the adapter's OS2 driver and NIF files will be needed. After the adapter's driver is copied it can be highlighted in this list of adapters. The correct adapter should be highlighted before continuing on to the next step.

1. Click on Next to open the Create Installation Diskettes window.

2. Insert the "Remote Installation diskette" in the diskette drive. Click on OK.

3. When the diskette has been created and you are prompted to remove the diskette from the a: drive, do so and click on Next.

4. Insert the "OS/2 Diskette 1" diskette in the diskette drive. Click on OK.

5. When prompted to remove OS/2 Diskette 1, do so, and click on Next.

6. Insert the "OS/2 Diskette 2" diskette in the diskette drive. Click on OK.

7. After the diskette is created, the system prompts you to remove the diskette from the a: drive. Do that now.

8. The Create Installation Diskettes window is displayed. Reinsert OS/2 Diskette 1 in the a: drive and click on OK.

9. When prompted, remove the diskette and click on Next.

The remote installation diskettes are now ready for use on client 2.

Note: | You can use this set of diskettes to load OS/2 Warp Version 4 on any system that has the type of network adapter card you specified when created the diskettes.

1. The Remote Installation Status window is displayed on client 1. This window indicates the number of OS/2 workstations connected to client 1. It shows zero connections until client 2 makes a network connection when you restart it using the remote boot diskettes.

This window should also show connection status as "Available". If not, you cannot continue.

1. Take the diskettes to client 2 and follow the instructions in "Loading Client 2 over the Network" to use the diskettes to boot that system.

Leave the OS/2 Installation CD in the CD-ROM drive on client 1 and the Remote Installation Status window open on client 1 until you have finished installing client 2.

### Loading Client 2 over the Network

On client 1, the OS/2 installation CD should already be in the CD-ROM drive, and the Remote Installation Status window should be open.

To load client 2 over the network from client 1, follow these steps on client 2:

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. Make sure the machine is powered off.

3. Insert the Remote Installation diskette in the a: drive of client 2.

4. Power on or restart the system.

5. When prompted for OS/2 Warp Version 4 Diskette 1, insert the OS/2 Diskette 1 made on client 1, and press Enter.

6. When prompted for OS/2 Warp Version 4 Diskette 2, insert the OS/2 Diskette 2 made on client 1, and press Enter.

If the system responds that OS/2 Warp is already installed on your system, highlight Reinstall OS/2 Warp with Networking, and press Enter.

If the Welcome screen reading "OS/2 WARP Version 4 Installation" is not displayed, and instead a window is displayed that specifies that it cannot find the CD-ROM drive, client 2 was not able to connect with client 1. See "Resolving Network Problems" for suggestions.

1. At the Welcome screen, press Enter to start loading from the CD on client 1.

2. Select 2. Advanced Installation and press Enter.

3. Select 2. Specify a different drive or partition and press Enter.

A warning message is displayed indicating all data on the hard drive will be lost. Be sure there is nothing left on the drive that might still be needed, and then press Enter to start the FDISK utility.

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

1. Using FDISK, partition the disk as follows:

- Create a c: drive as the primary partition, with a minimum of 350 MB.

- Set the partition as installable. When prompted for a name, use a name of your choice.

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

- Press F3 twice to save and exit from the FDISK utility.

Note: | When using FDISK to modify a partition, you must first delete the partition and then re-create it.

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 window, press Enter.

- Select 2. Advanced Installation and press Enter.

- Select 1. Accept the drive on the Installation Drive Selection screen and press Enter. (It should be the boot drive that was set as installable with FDISK.)

Note: | A warning screen indicating IBM LAN Distance (Remote Access Client) Detected will be displayed if installing on a system which had the LAN Distance Client product previously installed with OS/2. Since you will be re-formatting the boot partition in the following steps, press Enter to continue the installation.

1. 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. Select 1. High Performance File System on the Select the File System screen and press Enter. Some of the test cases require HPFS in order to use file names greater than eight characters long.

Note: | If the boot partition 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. When loading is complete, an all blue screen is displayed requesting that the diskette be removed from the drive.

1. When loading is complete, 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 window. The following steps identify how the system should be configured.

If the CD-ROM drive in client 2 was not detected and it is a SCSI CD-ROM, click on the CD icon. Select SCSI II CD-ROM. After installation has completed, you can add the driver for the SCSI adapter as outlined in step 43.

1. Click on Next.

2. Click on Next again and the Select System Default Printer window is displayed.

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

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

5. In the Display Driver Install window, the video driver is already selected. Click on OK to accept the default.

6. The OS/2 Setup and Installation window displays the features that can be installed. The features selected for installation are marked with a check mark. Accept the defaults by clicking on Next.

7. In the Advanced Options window, turn off all options and click on OK.

8. In the OS/2 Warp Setup and Installation window, make sure the following services are selected:

- File and Print Client

- TCP/IP Services

- Remote Access Client

- System Management Client

Click on Next the Configuration window is displayed.

1. Click on File and Print Sharing and provide the following information:

Workstation name: | IT01R02
Workstation description: | Requester #2
Domain name: | IT01D01D
Select Install LAN Server Administration |
Select Install sharing |

1. Click on Network Adapters for File and Print Sharing - will have been filled out already if OS/2 was able to detect the adapter card installed in the system. If no information is displayed, the adapter being used has to be identified to OS/2. This is done in step 29.

2. Click on User ID and Password. Enter USERID for the user ID and PASSWORD for the password.

3. Click on Remote Access Client - enter the following information:

- If testing with analog lines and modems:

- Enter the phone number for the modem connected to the additional server (S01). This is required for the LAN Distance tests.

- 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 for NULL Modem testing on Client 2" for completing null modem testing setup.

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

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

1. Click on TCP/IP Services and enter the following information exactly as shown:

TCP/IP address | 10.3.227.81
Subnet mask | 255.255.254.0
Router | 10.3.226.1
Host Name | it01r02
TCP/IP Domain Name | test.company.com
Name Server | 10.3.199.2

1. Click on System Management Client and enter the following information:

System name | it01r02
Select NetBIOS protocol |
Network Address | AC010202
Select TCP/IP protocol |
System Keywords | engineering

1. Click on Network Adapters and Protocol Services.

- If the system displays the adapter as selected, skip to step 30.

- If OS/2 Warp 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 window 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 window 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 window is displayed showing the adapter that was selected.

2. If OS/2 Warp detected an adapter card in the system, the Configuration window is displayed with the adapter selected. Set the address on the network card to 4000AC010202 using the following steps:

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

- Select Node Address/Network adapter address and click on CHANGE. The Change Configuration window 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: 4000AC010202

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

- Click on OK. The Configuration window is displayed again.

If any item does not have a check mark next to it, go back and make sure that the configuration information was entered correctly.

1. Click on Install.

2. Make sure the information displayed in the configuration window is correct. When you are ready to start the installation, click on OK.

A progress indicator displays the status of the installation as files are copied from the CD to the hard drive. This process typically takes about 10 minutes.

1. If the Monitor Configuration/Selection Utility window is displayed, Install using default for monitor type should already be selected.

2. Click on OK to continue installing.

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

This portion of the installation typically takes between 20 and 45 minutes, depending on the hardware and software peripherals you selected earlier.

1. When the installation is complete, the system automatically reboots.

2. When the system restarts, the Welcome to OS/2 window is displayed. Close this Welcome window.

3. From the Desktop, open the Programs folder.

4. Open the Utilities folder.

5. Scroll down through the Utilities folder and open the TME 10 NetFinity System Management Client folder.

6. Double-click on the TME 10 NetFinity Service Manager icon.

7. Double-click on the Security Manager icon.

- Turn off the Security Manager Access check box.

- Click on Select All under Services.

- Click on Set.

- Click on Exit.

- Close all folders.

1. Open the Drives folder to verify that the CD-ROM drive was identified.

Note: | If the CD-ROM drive is a SCSI drive, make sure the device driver for the SCSI adapter is installed on the system and that config.sys contains the appropriate information. Copy the device driver file to the c:\os2\boot directory and add
    BASEDEV=xxx.ADD
to config.sys, where xxx is the name of the device driver.

### Setting up LAN Distance for NULL Modem testing on Client 2

Follow these steps to change the remote access phone book on client 2 when testing with a Null Modem cable instead of analog phone lines and modems.

1. Open an OS/2 window.

2. Type ldshuttl remote and press Enter.

3. Shutdown and reboot.

4. On reboot, open the Connections folder.

5. Double click on Network to open the icon view.

6. Open the Network Services folder.

7. Open Remote Access Client, MyWorkStation is highlighted.

8. Click on Selected, then Open As the Settings

9. Click on Phone Book tab, DIAL LOCATION is highlighted.

10. Click on Delete, and click on OK to confirm.

11. Click on Modems tab.

12. Click on Change to bring up the Null Modem settings window.

13. Click on Change

14. Select Nonswitched

15. Click on OK

16. Click on close from the system menu on the Null Modem settings window.

17. Click on Phone Book tab.

18. Click on Add

19. Select PSTN for Network Type.

20. Select Nonswitched for Line Type.

21. Click on OK, the Phone Book New Entry Settings window is displayed.

22. Type the name DIAL LOCATION for the Entry Name.

23. Click on close from the system menu on the phone book new entry window.

24. Click on close from the system menu on the MyWorkstation settings window.

25. Click on Yes to save LAN Distance settings.

26. Click on OK to continue closing.

27. Close the "LAN Distance Workstations" folder.

28. On the "LAN Distance Shuttle Option" window, select LAN Workstation and click on OK.

29. Close all folders.

30. Shutdown and reboot.

### Installing the Network Test Cases on Client 2

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.

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.