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Installation Overview

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This chapter is from the book

Installation Types: Install, Migrate, and Upgrade

Like many aspects of NetWare 6, the installation process is flexible, allowing you to choose the type of installation that best suits your situation. Information on three installation types is accessible under the Installation/Upgrade Options in Deployment Manager: Install NetWare 6, Upgrade to NetWare 6, and Migrate Using Novell NetWare Migration Wizard 6. The type of installation you choose depends on the circumstances of the installation.

Before you make a decision between installing, migrating, and upgrading, you should review what each entails and which can be used for your existing environment. Installations and upgrades take place directly on the server computer and are launched from the Operating System CD. Whether you perform an installation or upgrade depends on the current state of the computer. If the system is new and has no operating system, an installation is required. If the server is already installed and it meets the minimum requirements for NetWare 6, you can choose to install or upgrade. The difference is in how the existing server settings and data are handled. Performing an installation on an existing server ignores any existing settings and may reconfigure the server's volumes, meaning that data could be lost. An upgrade is performed when the installed server is running a previous NetWare version and you want to keep the data and settings intact.

CAUTION

Because an installation resets the computer's configuration, it is often called a new server installation. The upgrade form of the installation process is called an in-place upgrade.

TIP

Regardless of whether you are performing an upgrade or a migration, it is imperative that you back up the information on the existing server and validate that the backup can be used in the event of a failure.

The migration process takes the bindery or NDS information from an existing server and copies it over the network to the eDirectory tree on the new NetWare 6 server. In addition, a migration copies the existing files on the server to the volumes on the new server. This process allows the new server to replace the existing server but keeps the existing server intact in case there are problems with the installation.

CAUTION

The migration form of the installation process is called an across-the-wire migration.

In many ways, upgrades and migrations are the same; the existing configuration is used to create the new server, and the data files remain intact. In addition to the two servers involved, a migration is managed through a workstation connected to the network. Because migrations require three systems, one of the primary considerations when choosing between upgrading and migrating is availability of server and workstation hardware. If you do not have sufficient hardware resources to create a separate server for NetWare 6, you must perform an upgrade rather than a migration.

You should choose to do a new server installation in the following situations:

  • You purchased a new system to act as the NetWare server.

  • The existing servers will be maintained rather than replaced by the new server.

  • An existing server meets the NetWare 6 requirements, and the information on the SYS: volume can be lost.

You should choose to upgrade a server in the following situations:

  • You are limited in the amount of hardware available for the server installation.

  • You want the new NetWare 6 server to replace the existing server.

  • Your existing server's operating system is NetWare 4.x or 5.x.

You should choose an across-the-wire migration in the following situations:

  • You purchased a new system to act as the NetWare server, and existing hardware is not needed for the installation.

  • You want the new NetWare 6 server to replace the existing server.

  • Your existing server's operating system is NetWare 3.x, 4.x, 5.x, or 6 or Windows NT.

  • A workstation is available that can be configured to manage the migration.

NetWare 6 Installation Options

When performing even the most basic NetWare installation, you can choose from among many options. The default selections work well for most installations, and you should concentrate on knowing and understanding the defaults when preparing for Test 050-676. However, a real-world installation can take advantage of many of the available options. During the installation process, you are asked whether the installation should be run as an express installation or a custom installation and whether it is a new server, an upgrade, or a premigration.

An express installation performs a hardware detection and installs NetWare with default settings and components. This installation option assumes that the bootable DOS partition meets the minimum configuration requirements. Because it uses a set of default settings, an express installation runs with very little interaction from the administrator. On the other hand, a custom installation steps you through the configuration process and requires (at the very least) confirmation of the default selection.

The following are the default settings used for express installations:

  • 4GB SYS: volume (with free space on the primary disk drive beyond this size left unassigned)

  • Country Code 1 (US)

  • Codepage 437 (US English)

  • US Keyboard

  • VGA Plug and Play Video

  • Auto-Detect and Configure Mouse

  • Install Novell Distributed Print Services, NetWare Administration Server, and Novell Advanced Audit Services

The installation process and user interaction requirements vary, depending on whether you indicate that you are installing on a new server, upgrading an existing server, or performing a preinstallation migration. A new server installation removes existing SYS: partitions if they are found and asks whether to delete other NetWare partitions during the installation. However, it does not change other partitions, such as the boot partition. If you select Express Install with this option, the process initiates, and the first user interaction is the request to name the server. Because the New Server option deletes NetWare partitions, if you choose this option when installing NetWare 6 on an existing server, you need to be certain to have a backup of any data you want to retain.

An upgrade installation retains server configuration information as well as data files on the NetWare partitions. This means that a good portion of the configuration steps are handled automatically. A premigration installation prepares a new system to be used as the destination server in a migration, as discussed in detail in Chapter 4. Of the combinations, selecting Express Install and Upgrade (express upgrade) is the least time-consuming option, and choosing Custom Install and New Server requires the most interaction and therefore the most time.

The express upgrade uses the following default selections:

  • The existing startup directory will be renamed .OLD. For example, if the default setting was used to install the existing server, the startup directory will be named C:\NWSERVER.OLD after the upgrade.

  • Drivers for network adapters and disks will be autodiscovered.

  • Any products that are currently installed will be upgraded.

  • If they are not already installed, Native File Access, iManager, and Novell Advanced Audit Service will be installed by default.

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