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    Chapter 7

    Installation and Boot Process Overview

    7.1 Preparing for the Installation

    7.2 The Installation Process

    7.3 Boot Process7.4 Troubleshooting NOS Installation

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    Preparing for the Installation

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    Installing a NOS

    Netor! operating s"ste# $NOS%installation is the process of creatingan& cop"ing NOS s"ste# files to a har&&is!.

    B" purchasing a P' or ser(er ith apreinstalle& OS) a custo#er a(oi&s theco#ple* process of installation an&

    configuration. The &rabac! is that a custo#er #a"

    not be able to control the e*actfeatures) pac!ages) an& configurationof the OS or NOS.

    NOS ainistrators usuall" prefer to

    ha(e &irect control of softare (ersions)up&ates) an& patches installe& on thes"ste#.

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    Planning the System

    The NOS installation shoul& be carefull" prepare&. There is no one NOS that or!s ith all co#puter

    har&are) so &eter#ine hether the currentl" a(ailablehar&are ill or! ith the NOS.

    +eter#ine if the NOS supports all application softare that

    ill be loa&e& on the s"ste#. Beco#e fa#iliar ith the NOS itself. ,s part of the

    installation process) i#portant configuration &ecisions illha(e to be #a&e.

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    Planning Hardware Installation

    -erif" that e(er"thing specifie&in the installation plan is rea&"an& a(ailable before beginningthe installation.

    ,cti(ities inclu&e

    / -erif"ing the Installation Site/ -erif"ing the Poer Source

    / -erif"ing the 0PS Sie

    / ,&euate Te#perature in aSer(er oo#

    / -erif"ing the Netor!'onnection

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    Server Hardware Components

    'hec! the co#ponents that ill beuse& to asse#ble the netor!ser(er.

    So#e (en&ors &o not asse#ble allthe har&are for a netor! ser(erhen the" are or&ere&.

    -erif" that the ser(er chassis is thecorrect #o&el that as or&ere&an& the correct for# factor.

    ost ser(er chassis are either of atoer configuration) a i&e5 or

    6fat5 toer configuration) or a rac!5#ount configuration.

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    Server Hardware Components

    , rac!5#ount ser(erchassis #ust be #ounte&

    in an euip#ent rac!

    &esigne& for rac!5

    #ounte& har&are. The rac!s generall" co#e

    in se(eral sies $heights%.

    The rac! sie is #easure&

    in rac! units $0% an& astan&ar& rac! unit is 1.78

    inches.

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    Server Hardware Components

    -erif" that the folloing pro&ucts are or&ere&/ , #onitor that supports -9, resolution of at least 1:24 b"

    7;< &ots per inch $&pi%

    / 0PS is a(ailable for the netor! ser(er

    / ,n a&euate bac!up s"ste#

    / The correct cables ha(e been &eli(ere& to connect the S'SIchannel controller to the &is! &ri(es

    / The correct nu#ber an& t"pe of processors are a(ailableith #e#or" for the# to a&euatel" perfor# their function

    / The correct S'SI a&apter an& ,I+ controller

    / The correct =ibre 'hannel host bus a&apter $>B,%

    / The netor! interface car& $NI'%

    / Other har&are that #ight be reuire& for the netor! ser(er

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    Hardware Requirements

    The #ost current (ersions of popular NOSs) such as ?in&os @P an&e& >at 7) can onl" run on certain har&are configurations.

    ?hen choosing an NOS (ersion to install) (erif" that the !e" ele#entsof the s"ste# har&are #eet the #ini#u# reuire#ents of the NOS./ 'P0 t"pe $architecture%

    / 'P0 spee&

    / ,#ount of ,/ ,#ount of a(ailable har& &is! space

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    Creating a Hardware Inventory

    The har&are in(entor" shoul& be create& before an"installation progra#s are run or before an" atte#pt toprepare the har& &is! for installation.

    The har&are in(entor" shoul& inclu&e the folloingfor each &e(ice

    / +e(ice t"pe

    / anufacturer

    / o&el nu#ber

    / +e(ice &ri(er (ersion

    / BIOS re(ision nu#ber/ A*pansion car&s an& peripheral &e(ices attache& to

    the s"ste#

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    Creating a Hardware Inventory

    So#e installations #a" reuire #ore &etailsabout the har&are) such as the slot herean e*pansion car& is locate&) or e(en the

    u#per settings on a particular car&.

    ost of this infor#ation can be obtaine& b"using a utilit" such as +e(ice anager.

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    Identifying Hardware

    Using Device Manager

    In ?in&os 2::: the &e(iceappears ith a "ello uestion#ar! ne*t to the &e(ice na#ein +e(ice anager.

    The easiest a" to i&entif" if

    the har&are &ri(er has notbeen installe& is to loo! at the&e(ice an& if it has a uestion#ar! in a "ello circle ne*t toit.

    This icon #eans ?in&os2::: recognie& the &e(icebut coul& not fin& a suitable&ri(er for it.

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    Checking Hardware

    Compatibility Lists

    'hec! ith the NOS an&har&are #anufacturers to(erif" that the har&are isco#patible ith the NOS.

    ?hile softare an& har&are#anuals #a" containco#patibilit" infor#ation) the#ost up5to5&ate source ofthis infor#ation is the ?orl&?i&e ?eb.

    The e& >at ebsite offers ahar&are co#patibilit" list.

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    Verifying the Network

    To test network connectivitywhen using the TCP/IP protocol,all network operating systemsuse the pingcommand.

    Here are successful pingcommands using a TCP/IPaddress in Windows and Linux

    Here are unsuccessful ping

    commands in Windows andLinux.

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    The Installation Process

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    Installation Media

    T"picall") a NOS is installe& using a '+5O that containsthe s"ste# files an& an installation progra#.

    In so#e cases) a NOS is installe& (ia flopp" &is!s.

    If a high5spee& Internet connection is a(ailable) it #a" bepossible to install a (ersion of ?in&os) 0NI@) or Cinu* o(er a

    netor!. ?ith a C,N connection) it is possible to install #ost NOSs

    using the local netor!.

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    BIOS Settings

    The Basic InputDOutput S"ste#$BIOS% t"picall" resi&es in Oon the #otherboar& an& is thefirst progra# run hen a s"ste#is poere& on.

    It is responsible for testinghar&are &e(ices using aprocess calle& Poer5On SelfTest $POST%.

    The BIOS also loa&s theoperating s"ste# fro# (arious

    #e&ia) inclu&ing har& &is!s)flopp" &is!s) an& usuall" '+5Os.

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    The Installation Program

    An installation program controls andsimplifies the installation process.

    Depending on the NOS, the installation

    program prompts the user for

    configuration information. Most installation programs allow

    partitioning and formatting of the

    hard disk before copying system files.

    Partitioning and formatting arediscussed in the next few sections.

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    The Installation Program

    In Windows, the installation

    program is called setup.exe.

    On a Red Hat Linux system, the

    installation program is currentlycalled Anaconda.

    These programs guide the user

    through the NOS installation

    process.

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    The Installation Program

    Installation programs also give theuser the option to install a default

    set of components or choose each

    component manually.

    If installing a NOS for the first time,or installing a NOS on a non-production

    server, consider using one of these

    defaults. Using a default setting

    simplifies the installation process and

    ensures that a crippled or non-

    functioning system will not be created.

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    The Installation Program

    If the server is going to be putinto production, strongly

    consider a custom installation.

    Manually choosing the componentsand features will guarantee that

    the system is built for the

    specific tasks required in a

    specific environment.

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    Disk partitions

    In order to efficiently use the storage spaceon a hard disk, the disk is divided into

    sections called partitions or slices.

    Each partition, or slice, is a logical division

    of the hard disk. A disk can have one or more

    partitions. Typically, a network server is configured with

    multiple partitions before installing the NOS.

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    Disk partitions

    A system with multiple disk partitionshas the following advantages:

    Multiple operating systems can be installed on the

    same disk.

    Data can be physically separated from the system files

    to provide security, file management, and/or fault

    tolerance.

    specific partition, called a !s"ap! partition, can be

    created in order supplement the system #M and

    enhance performance.

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    Partitioning a disk

    On s"ste#s that use a +OS5t"pe partition table) such as?in&os an& Cinu*) the first sector of the &is! is calle& theaster Boot ecor& $B% or the aster Boot Sector.

    If the B or &is! label is corrupte& or otherise lost) the s"ste#ill no longer boot properl". =or this reason) a cop" of theBD&is! label shoul& be !ept as a bac!up on a flopp" &is!.

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    Partitioning a disk

    ost NOS installation softare inclu&es a progra# calle& =+ISE.=+ISE stan&s for fi*e& &is!. =+ISE progra#s are &esigne& to#anipulate the partition table of a har& &is!. , =+ISE progra#can be use& to create partitions) &elete partitions) an& setpartitions as Facti(e.

    Cinu* pro(i&es a (ersion of =+is! as ell) although the (ersionthat Cinu* uses is f&is!) ith all loercase letters. The Cinu*(ersion of f&is! is test5base& as ell but pro(i&es a #ore fle*ible#eans of partitioning a har& &is! than &oes icrosoft (ersion.

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    Partitioning a disk

    Cinu* pro(i&es its on tools that can be use& hen installing a Cinu*5onl" s"ste#.

    These are 90I tools that are #uch #ore easier to use than f&is!. There are so#ethir& part" tools that can be use& to partition a Cinu* s"ste#. The best5!non toolfor &oing this is PoerGuest Partitionagic

    FIPS is apartitioning tool is inclu&e& in the installation '+ that co#e ith #ostof the Cinu* &istributions. =irst Non&estructi(e Interacti(e Partitioning Splitting$=IPS% is a large partitioning tool that can be use& to split a =,T partition into to

    partitions. =IPS is #ost co##onl" use& on ?in&os s"ste#s that nee& to #a!e aseparate partition to install Cinu* on. =IPS &oes this b" first splitting the e*isting =,Tpartition. Then "ou can &elete that partition an& installing Cinu* on that nepartition.

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    $"ap %iles

    , sap file is an area of the har& &is! that is

    use& for (irtual #e#or". -irtual #e#or" is

    har& &is! space that is use& to supple#ent

    ,.

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    $"ap %iles

    ,lthough ?in&os uses a sap file) it &oesnot ha(e to be configure&. The sap file is

    create& as a file in the NOS partition.

    0NI@ s"ste#s t"picall" &e&icate an entire

    partition to sap space. This partition) or

    slice) is calle& the sap partition. The

    #ini#u# sie of the sap partition shoul& be

    eual to tice the co#puter ,) or 32 B)hiche(er a#ount is larger) but no #ore than

    12< B on a e& >at Cinu* s"ste#.

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    %ormatting the Disk

    When formatting a partition on a Windows NOS,

    choose between the following file systems:

    NTFS (New Technology File System) Recommendedfor network servers

    FAT32

    FAT

    When formatting a UNIX or Linux partition, choose

    between the following file systems:

    UFS (UNIX File System)

    EXT3

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    &reating an Initial dministrative ccount

    The ainistrati(e account has unrestricte& access to createan& &elete users an& files.

    An administrative account is very powerful and

    requires a "strong" password. A password is

    considered strong when it contains eight

    characters or more and does not use

    recognizable names or words found in adictionary. Strong passwords also use a

    combination of upper and lowercase letters,

    numbers, and other characters.

    For example: bUCc@n33r is a stronger password

    than buccaneer03!

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    &ompleting the Installation

    After providing the installation program with

    the necessary information, the program will

    create the NOS system files on the hard disk.

    Other basic applications and components will

    also be copied to the hard disk, as determined

    by the installation program. Depending on the size of the NOS, the number of

    selected components, and the speed of server,

    it can take from a few minutes to over an hour

    to complete the copying process.

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    The 'oot Process

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    The $teps of the 'oot Process

    The Windows 2000 boot process occurs in fivestages:

    Step 1.The pre-boot sequence

    Step 2.The boot sequence

    Step 3.The kernel load

    Step 4.The kernel initialization

    Step 5.The logon process

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    'asic %iles #e(uired

    The following is a list of major filesthat a Windows 2000 system needs in

    order to boot properly

    NTLDR

    Boot.ini

    Bootsect.dos (only if dual booting)

    Ntdetect.com

    Ntbootdd.sys

    Ntoskrnl.exe

    Hal.dll

    SYSTEM registry key

    Device drivers

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    'I)$ Interaction

    BIOS controls all aspects of the boot process.

    The instructions an& &ata in the O chip that control the boot

    process an& the co#puter har&are are !non as the Basic

    InputDOutput S"ste# $BIOS%.

    The Poer On Self Test $POST% +uring the POST) a co#puter

    ill test its #e#or" an& (erif" that it has all the necessar"

    har&are) such as a !e"boar& an& a #ouse. This infor#ation is

    use& b" the BIOS to control all aspects of the boot process.

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    Detailed $teps of the 'oot Process

    Step 1.Pre-boot Sequence The first step of the boot process is the

    POST. This is actually something that every

    computer will do, regardless of its operating

    system.

    After the computer completes the POST, it willallow for other adapter cards to run their own

    POSTs, such as a SCSI card that is equipped

    with its own BIOS, for example.

    After the POST routine is complete, the

    computer will locate a boot device and load

    the Master Boot Record (MBR) into memory,

    which in turn locates the active partition and

    loads it into memory.

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    Detailed $teps of the 'oot Process

    Step 2.Boot Sequence Once the co#puter loa&s NTC+) the boot seuence begins to

    gather infor#ation about har&are an& &ri(ers.

    NTC+ uses the Nt&etect.co#) boot.ini) an& bootsect.&os files.The bootsect.&os file ill onl" be use& in the e(ent that the

    co#puter is set up to &ual5boot. , #aor function pro(i&e& b" NTC+ is sitching the processorinto 325bit flat #e#or" #o&e.

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    Detailed $teps of the 'oot Process

    Step 3. Kernel Load The !ernel loa& phase begins ith Ntos!rnl.e*e loa&ing along

    ith the file. ,t this point NTC+ still pla"s a role in the boot

    process.

    NTC+ ill also rea& the s"ste# registr" !e" into #e#or") an&

    select the har&are configuration that is store& in the registr". Itill loa& the configuration nee&e& for the co#puter to boot.

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    Detailed $teps of the 'oot Process

    Step 4. Kernel Initialization

    The initial !ernel loa& phase is no co#plete an& the !ernel ill

    begin to initialie.

    Four additional steps will now take place:

    The har&are !e" is create&

    The clone control set is create&

    +e(ice &ri(ers are loa&e& an& initialie&

    Ser(ices are starte&

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    Detailed $teps of the 'oot Process

    Step 5. *ogon

    The *ogon screen begins the final step in the boot+up process.

    lthough this is the final step, it is not considered a completed or

    successful boot until a user logs on.

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    *inu 'oot Process

    The boot process beteen ?in&os 2::: an& Cinu* is (er"si#ilar.

    One #ain &ifference is the file t"pes that are use&. The na#esof the files t"pes that are use& to boot the to s"ste#s #a" be&ifferent) but the" essentiall" perfor# the sa#e functions.

    In the en&) both s"ste#s ill co#e to a logon pro#pt that illas! for a userna#e an& passor& to authenticate into thes"ste#.

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    nable to 'oot from Installation Media

    There are several steps to take if the system will notboot from a CD-ROM:

    'onsult the s"ste# Basic InputDOutput S"ste# $BIOS% setup #enu. ,hot!e" seuence is generall" reuire& to enter the BIOS #onitor.

    a!e sure that the BIOS is capable of supporting an& booting fro# a'+5O) an& that the correct boot seuence is configure& in BIOS.

    'onsult the &ocu#entation that ca#e ith the '+. a!e sure the '+contains s"ste# files an& is &esigne& to be bootable.

    nable to 'oot

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    nable to 'oot

    from Installation Media cont.0

    'hec! that the '+ is recognie& b" theoperating s"ste# an& proper &e(ice &ri(ersare a(ailable.

    'hec! to see if another s"ste# can boot fro#

    the '+ or rea& the '+. Inspect the &ata si&e for scratches)

    fingerprints) or &ust) if it is suspecte& that theproble# is ith the &isc itself.

    +eter#ine if the proble# is ith the '+5O&ri(e.

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    Problems During the Installation Process

    Partitioning or formatting the hard disk fails.

    Check the BIOS settings and hard disk documentation

    to troubleshoot this problem.

    The system "hangs" during the installation process.A hang is defined, as a period of several minutes

    during which there is no discernable activity on the

    system.

    The installation media cannot be read at some point during the installationprocess. This problem occurs "hen installing "ith a &D that is dirty or

    scratched.

    When something goes wrong during the installation

    process, use the "back" button or key so the

    configuration can be reversed. Here are some other

    common problems:

    i ll i bl

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    Post+installation Problems

    After installing the Network Operating System(NOS), the system may not load the NOS properly

    or will not allow a logon.

    If the system fails to load the NOS, consult

    the manufacturer website and documentation.

    First time load failures are difficult totroubleshoot.

    P i ll i P bl

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    Post+installation Problems

    Very specific information about thesystem and the NOS will need to be

    gathered. If the system reports

    specific errors, write those down and

    search for information about those

    errors on the web or in thedocumentation. If necessary, call a

    technical support line and ask for

    help.

    If unable to logon) the proble# is usuall" forgottenainistrator account infor#ation that asconfigure& &uring the installation process.