# Appendix C. Install and Configure Convenience Package for OS/2 Warp Version 4

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

## Setting Up Client 1 or Client 2

Setting up the client 1 or client 2 consists of:

- Loading Convenience Package for OS/2 Warp Version 4 on client 1 or client 2

- Configuring client 1 or client 2

- 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.

Load client 1 or client 2 with Convenience Package for OS/2 Warp Version 4.

The following steps walk through the installation of the operating system on the system destined to be the client 1 or 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. Shut down or power off your system.

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.

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

9. The screen OS/2 Warp Version 4 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.

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 Version 4 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 PCM Testkit 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 partiton name, and press Enter.

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

- 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 Warp Version 4 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 Version 4 500], and press Enter.

- The partition name Warp Version 4 is presented, press Enter to accept.

- Add OS/2 Boot Volume to Boot Manager:

- Highlight the volume Warp Version 4.

- 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 500], and press Enter.

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

- 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 Version 4 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 Version 4 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.

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. 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.

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

6. 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.

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

8. The OS/2 Warp Version 4 Setup and Installation screen is presented. Accept the defaults and click on Next.

9. The Installing IBM OS/2 Warp Version 4 screen is displayed. Click on Next.

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

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

- File and Print Sharing Services

- TCP/IP Services

- Netscape Communicator

- Tivoli Management Agent

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:

- Select Install LAN Server Administration

- Select Install sharing.

Enter a Workstation name: | IT01R01 for client 1 or IT01R02 for client 2
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 37 to identify the network adapter and load the driver, then return to this step and continue.

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

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

TCP/IP address | 10.3.227.80 for client 1 or 10.3.227.81 for client 2
Subnet Mask | 255.255.254.0
Router | 10.3.226.1
Host Name | it01r01 for client 1 or it01r02 for client 2
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 Network Adapters and Protocol Services

- If the system displays the adapter as selected, skip to step 43.

- 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.

6. 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 4000AC010201 for client 1 or 4000AC010202 for client 2 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: 4000AC010201 for client 1 or 4000AC010202 for client 2.

- 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 Version 4 registration screen is displayed. Click on Exit to close the registration screen.

### Installing the Base Test Cases on Client 1 or Client 2

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 CDROM 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 or 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.