Upgrading the Operating System on a System Disk Shadow Set
It is important to upgrade the operating system
at a time when your system can afford to have its shadowing support
disabled. This is because you cannot upgrade
to new versions of the OpenVMS operating system on a shadowed system
disk. If you attempt to upgrade a system disk while it is an active
member of a shadow set, the upgrade procedure fails.
Procedure for Upgrading Your Operating System
This procedure is divided into four parts:
Preparing a shadowed system disk for the upgrade.
Performing the upgrade.
Enabling volume shadowing on the upgraded system.
Booting other nodes in an OpenVMS Cluster system from
the upgraded disk.
Preparing a Shadowed System Disk
On OpenVMS Cluster systems,
choose the node on which you want to perform the upgrade.
Create a nonshadowed system
disk to do the upgrade using either of these methods:
Use BACKUP to create a
compressed copy of the shadow set on a single scratch disk (a disk
with no useful data). See “Using BACKUP/IMAGE on a Shadow Set” for an example.
Enter the MOUNT/OVERRIDE=SHADOW_MEMBERSHIP
command on the upgrade disk to zero the shadowing-specific information
on the storage control block (SCB) of the disk. Do not mount the disk
for systemwide or clusterwide access; omit the /SYSTEM and /CLUSTER
qualifiers on the MOUNT command line.
Use the DCL command SET
VOLUME/LABEL=volume-label device-spec [:] to change the label on the upgrade disk. (The SET VOLUME/LABEL command
requires write access [W] to the index file on the volume. If you
are not the volume owner, you must have either a system UIC or the
SYSPRV privilege.) For OpenVMS Cluster systems, ensure that the volume
label is a unique name across the cluster.
NOTE: If you have to change the volume label of a disk
that is mounted across the cluster, be sure you change the label on
all nodes in the OpenVMS Cluster system. For example, you could propagate
the volume label change to all nodes in the cluster with one SYSMAN
utility command, after you define the environment as the cluster:
SYSMAN>SET ENVIRONMENT/CLUSTERSYSMAN>DO SET VOLUME/LABEL=new-labeldisk-device-name:
Ensure that the boot command
line or file boots from the upgrade disk. The manner in which you
store the boot command information depends on the processor on which
you are working. For more information about storing boot commands,
see the instructions in your hardware installation guide
or the upgrade and installation manual for your Alpha computer.
If volume shadowing is enabled on the node, disable
it according to the instructions in step 6. Otherwise, proceed to Performing the Upgrade .
Prepare to perform the
upgrade procedure by disabling system disk shadowing (if it is enabled)
on the node to be upgraded.
NOTE: You cannot perform an upgrade on a shadowed system
disk. If your system is set up to boot from a shadow set, you must
disable shadowing the system disk before performing the upgrade. This
requires changing SYSGEN parameter values interactively using the
SYSGEN utility.
The USE command defines the system parameter file
from which data is to be retrieved. You should replace the variable upgrade-disk with the name of the disk to be upgraded.
For the variable n in [SYSn.SYSEXE], use the system root directory you want to
boot from (this is generally the same root you booted from before
you started the upgrade procedure).
Disable shadowing of the system disk by setting the SYSGEN parameter
SHADOW_SYS_DISK to 0, as follows:
Type EXIT or press Ctrl/Z to exit the SYSGEN utility
and return to the DCL command level.
You must also change parameters in the MODPARAMS.DAT
file before shutting down the system. Changing
parameters before shutdown ensures that the new system parameter values
take effect when AUTOGEN reads the MODPARAMS.DAT file and reboots
the nodes. Edit upgrade-disk:[SYSn:SYSEXE]MODPARAMS.DAT to set SHADOWING and SHADOW_SYS_DISK
to 0.
Even if you plan to use the upgraded system disk
to upgrade the operating system on other OpenVMS Cluster nodes, you
should complete the upgrade on one node before altering parameters
for other nodes. Proceed to Performing the Upgrade .
Performing the Upgrade
Boot from and perform
the upgrade on the single, nonshadowed disk. Follow the upgrade procedure
described in the OpenVMS upgrade and installation manual.
If you are upgrading a
system that already has the volume shadowing software installed and
licensed, then skip to Part 3.
Otherwise,
you must register the Volume Shadowing for OpenVMS Product Authorization
Key (PAK) or keys. PAK registration is described in the release notes
and cover letter supplied with your installation kit.
Enabling Volume Shadowing on the Upgraded System
Once the upgrade is complete and the upgraded
node has finished running AUTOGEN, you can enable shadowing for the
upgraded node using the following steps.
Invoke the System Generation
utility (SYSGEN) by entering the following command:
$RUN SYS$SYSTEM:SYSGENSYSGEN>USE CURRENTSYSGEN>
The USE CURRENT command initializes the SYSGEN
work area with the source information from the current system parameter
file on disk. (To find out the current value of system parameters,
use the SHOW command [for example, SHOW SHADOWING] to see the current
system parameter values as well as the minimum, maximum, and default
values of the parameters.)
To enable shadowing, set the system parameter
SHADOWING to 2. If the system disk is to be a shadow set, set the
system parameter SHADOW_SYS_DISK to 1, and set the SHADOW_SYS_UNIT
parameter to the unit number of the virtual unit, as follows (assume
the system disk virtual unit is DSA54):
SYSGEN>SET SHADOWING 2SYSGEN>SET SHADOW_SYS_DISK 1SYSGEN>SET SHADOW_SYS_UNIT 54SYSGEN>WRITE CURRENT
Type EXIT or press Ctrl/Z to exit the SYSGEN utility
and return to the DCL command level.
To ensure that volume
shadowing is enabled each time AUTOGEN executes, edit the SYS$SYSTEM:MODPARAMS.DAT
file to set the shadowing parameters. For OpenVMS Cluster systems,
set system parameters in MODPARAMS.DAT on each node that uses volume
shadowing. See Chapter 3 for more information about editing the MODPARAMS.DAT
file.
Shut down the system on
which you performed the upgrade, and reboot.
Booting Other Nodes in the OpenVMS Cluster System from the
Upgraded Disk
If other nodes boot from the upgraded disk, the
OpenVMS upgrade procedure automatically upgrades and runs AUTOGEN
on each node when it is booted. The procedure for booting other nodes
from the upgraded disk differs based on whether the upgraded disk
has been made a shadow set.
If the upgraded disk is
not yet a shadow set:
Disable shadowing (if
it is enabled) for the system disk on the nodes to be upgraded.
Alter the boot files for
those nodes so they boot from the upgraded disk.
Make sure the system parameters
in the node-specific SYS$SYSTEM:MODPARAMS.DAT files are correct (as
described in “Setting System Parameters ”). When the OpenVMS upgrade procedure
invokes AUTOGEN, it uses these parameter settings.
Boot the nodes from the
upgraded disk.
If the upgraded disk is
already a shadow set member, additional steps are required:
For each node to be booted
from the upgraded disk, edit ALPHAVMSSYS.PAR
for Alpha systems and MODPARAMS.DAT to enable system disk shadowing.
Set SHADOWING to 2, SHADOW_SYS_DISK to 1, and SHADOW_SYS_UNIT to the
number of the system disk's virtual unit name. Remember to modify
the files on the upgraded disk, not on the system disk, prior to upgrade.
On Alpha computers, you
can use the SET BOOTDEF_DEV console command. For more information,
see the hardware information or the upgrade and installation manual
for your system.
Boot each node. With shadowing
enabled in each node's ALPHAVMSSYS.PAR
on the upgraded disk, the node can boot from the shadowed (upgraded)
system disk.
Once you have successfully upgraded the system
or systems and you have completed other postupgrade work (such as
layered product installations), perform the following steps:
Mount additional shadow
set members into the shadow set, if necessary. Do not use a command
procedure to add members to a system disk shadow set. For more information,
see “Booting from a System Disk Shadow Set”.
