752 lines
32 KiB
Plaintext
752 lines
32 KiB
Plaintext
**********************************************************************
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Running Setup for Microsoft Whistler Advanced Server
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Release Notes, Part 3 of 4
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Beta 2
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**********************************************************************
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(c) 2001 Microsoft Corporation. All rights reserved.
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These notes support a preliminary release of a software program that
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bears the project code name Whistler.
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This part of the text file series explains how to set up Whistler
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Advanced Server. For background information that will help you make
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appropriate choices during Setup, see the earlier sections of the text
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file series.
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Sections to read if you are upgrading:
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1.0 Preparing Your System for an Upgrade
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3.2 Starting Setup for an Upgrade
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Sections to read if you are performing a new installation:
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2.0 Preparing Your System for a New Installation
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3.3 Starting Setup for a New Installation on an x86-based Computer
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4.0 Starting Setup on an Itanium-based Computer
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5.0 Planning for Unattended Setup
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6.0 Entering Server Settings for a New Installation
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7.0 Configuring Your Server
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======================================================================
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1.0 Preparing Your System for an Upgrade
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======================================================================
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This section describes the basic steps to prepare your
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server for an upgrade.
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1.1 Checking the System Log for Errors
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======================================================================
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Use Event Viewer to review the system log for recent or recurring
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errors that could cause problems during the upgrade. For information
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about viewing errors, see Whistler Help and Support Services for the
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operating system that you are running.
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1.2 Reviewing Hardware and Software
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======================================================================
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When you start Setup for an upgrade, the first process Setup carries
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out is a check for compatible hardware and software on your computer.
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Setup displays a report before continuing. Use this report, along
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with the information in Read1st.txt and the Application Compatibility
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section of Readme.doc (in the root directory of the Whistler CD), to
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determine whether you need to update your hardware, drivers, or
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software before upgrading. If you use an Internet service provider
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(ISP), pay special attention to any recommendations about updating
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the ISP software necessary for your Internet connectivity.
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1.3 Backing Up Files
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======================================================================
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Before upgrading, you should back up your current files. You can back
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up files to a disk, a tape drive, or another computer on your network.
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1.4 Uncompressing the Drive
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======================================================================
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Uncompress any DriveSpace or DoubleSpace volumes before upgrading to
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Whistler. Do not upgrade to Whistler on a compressed drive unless the
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drive was compressed with the NTFS file system compression feature.
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1.5 Preparing Mirror Sets and Other Disk Sets for Upgrade (Windows
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NT 4.0 Only)
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======================================================================
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If you are upgrading a computer from Windows NT 4.0 and it has a
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mirror set, volume set, stripe set, or stripe set with parity, prepare
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for the upgrade as follows:
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* For a mirror set, back up the data and break the mirror.
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* For a volume set, stripe set, or stripe set with parity, back up
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the data and delete the set (which will delete the data).
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After the upgrade, you can make the disk dynamic, restore backed-up
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data as needed, and make use of the variety of volume options (such as
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mirrored volumes) available with dynamic disks. For more information
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about dynamic disks, see Whistler Help and Support Services. To open
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Help and Support Services, after completing Setup, click Start, and
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then click Help and Support.
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1.6 Disconnecting UPS Devices
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======================================================================
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If you have an uninterruptible power supply (UPS) connected to your
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target computer, disconnect the connecting serial cable before running
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Setup. Whistler Setup attempts to automatically detect devices
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connected to serial ports, and UPS equipment can cause problems with
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the detection process.
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======================================================================
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2.0 Preparing Your System for a New Installation
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======================================================================
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This topic describes the basic steps to take in preparing your server
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for a new installation.
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If you are installing Advanced Server on server cluster nodes, be
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sure to read AdvSrv4.txt, "Upgrading and Installing on Cluster Nodes."
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2.1 Checking the System Log for Errors
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======================================================================
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If the computer already has a working operating system, review the
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system log for recent or recurring errors (especially hardware errors)
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that could cause problems during the installation. For information
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about viewing event logs, see Help for the operating system on your
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computer.
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2.2 Backing Up Files
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======================================================================
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Before you perform a new installation of Whistler Advanced Server, you
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should back up your current files, unless the computer has no files or
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the current operating system files have been damaged. You can back up
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files to a variety of different media, such as tape drives or the hard
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disks of other computers on the network.
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2.3 Uncompressing the Drive
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======================================================================
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Uncompress any DriveSpace or DoubleSpace volumes before installing
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Whistler. Do not install Whistler on a compressed drive unless the
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drive was compressed with the NTFS file system compression feature.
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2.4 Preparing Mirror Sets and Other Disk Sets (Windows NT 4.0 Only)
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======================================================================
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If you plan to perform a clean installation on a computer that
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currently runs Windows NT 4.0, and it has a mirror set, volume set,
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stripe set, or stripe set with parity, prepare for the installation
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as follows:
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* For a mirror set, back up the data and break the mirror.
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* For a volume set, stripe set, or stripe set with parity, back up
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the data and delete the set (which will delete the data).
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After installation is complete, you can make the disk dynamic,
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restore backed-up data as needed, and make use of the variety of
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volume options (such as mirrored volumes) available with dynamic
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disks. For more information about dynamic disks, see Whistler
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Help and Support Services. To open Help and Support Services, after
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completing Setup, click Start, and then click Help and Support.
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2.5 Disconnecting UPS Devices
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======================================================================
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If you have an uninterruptible power supply (UPS) connected to your
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target computer, disconnect the connecting serial cable before running
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Setup. Whistler Setup attempts to automatically detect devices
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connected to serial ports, and UPS equipment can cause problems with
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the detection process.
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======================================================================
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3.0 Starting Setup on an x86-based Computer
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======================================================================
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This section explains how to start Setup on an x86-based computer.
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For an explanation of how to start Setup on an Itanium-based computer,
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see "Starting Setup on an Itanium-based Computer" later in this text
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file series.
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How you start Setup depends on whether you are upgrading or
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performing a new installation, as described in the following sections.
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Setup works in several stages, prompting you for information, copying
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files, and restarting. Setup concludes with the Configure Your Server
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Wizard, which you can use to adjust the server configuration for your
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specific needs. Full online help (called Help and Support Services) is
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available when the Configure Your Server Wizard appears. To open
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Help and Support Services, click Start, and then click Help and
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Support.
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3.1 Providing a Mass Storage Driver or a HAL File
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======================================================================
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If you have a mass storage controller that requires a driver supplied
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by the manufacturer, or if you have a custom Hardware Abstraction
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Layer (HAL) file supplied by the manufacturer, you will need to
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provide the appropriate driver file or HAL file during Setup.
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3.1.1 Mass Storage Drivers and the Setup Process
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----------------------------------------------------------------------
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If you have a mass storage controller (such as a SCSI, RAID, or Fibre
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Channel adapter) for your hard disk, see if the controller is on the
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Hardware Compatibility List (HCL) that was released with the software,
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that is, Hcl.txt in the Support folder on the Whistler Advanced Server
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CD. This file (as contrasted with the updated HCL at
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http://www.microsoft.com/) lists only the devices for which drivers
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are included on the Whistler Advanced Server CD. If your controller is
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not listed in the HCL on the CD, but the manufacturer has supplied a
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separate driver file for use with Whistler, locate the CD or other
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medium containing the file before beginning Setup. During the early
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part of Setup, a line at the bottom of the screen will prompt you to
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press F6. Further prompts will guide you through supplying the driver
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file to Setup so that it can gain access to the mass storage
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controller.
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If you are not sure if your mass storage controller is supported, you
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can try running Setup. If the controller is not supported, an error
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message will indicate a problem with an inaccessible boot device.
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3.1.2 Using a Custom Hardware Abstraction Layer (HAL) File
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----------------------------------------------------------------------
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If you have a custom Hardware Abstraction Layer (HAL) file supplied
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by your computer manufacturer, before beginning Setup, locate the CD or other medium containing the file. During the early part of
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Setup, a line at the bottom of the screen will prompt you to press F6.
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At this time, do not press F6. Press F5 instead. After you press F5,
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follow the instructions that appear. In this way, you can include your
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HAL file in the Setup process.
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3.2 Starting Setup for an Upgrade
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======================================================================
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If you are upgrading to Whistler, you can start Setup from the CD
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or from a network. For information about the versions of Windows from
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which you can upgrade, see "Upgrading" earlier in this text file
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series.
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For information about starting Setup for a new installation,
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see "Starting Setup for a New Installation on an x86-based Computer"
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or "Starting Setup on an Itanium-based Computer" later in this text
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file series. For information about unattended Setup and other options
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available when starting Setup, see "Planning for Unattended Setup"
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later in this text file series.
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>>> To start an upgrade from the CD on a computer running Windows:
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1. Insert the CD in the CD-ROM drive, and wait for Setup to start.
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2. Follow the instructions that appear.
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>>> To start an upgrade from a network:
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1. On a network server, share the installation files, either by
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inserting the CD and sharing the CD-ROM drive, or by copying
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the files from the I386 folder on the CD to a shared folder.
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2. On the computer on which you want to install Whistler, connect to
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the shared Setup files:
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* If you are sharing the CD-ROM drive, connect to the shared
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drive and change to the I386 folder.
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* If you are sharing a folder, connect to that folder.
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3. Run Winnt32.exe.
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4. Follow the instructions that appear.
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3.3 Starting Setup for a New Installation on an x86-based Computer
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======================================================================
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The sections that follow, "Starting a New Installation from a CD"
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and "Starting a New Installation from a Network," provide procedures
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for starting Setup for a new installation. For information about
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starting Setup for an upgrade, see the previous section.
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For information about unattended Setup and other options available
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when starting Setup, see "Planning for Unattended Setup" later in this
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text file series.
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3.3.1 Starting a New Installation from a CD
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----------------------------------------------------------------------
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If you use the Whistler CD for running Setup, you have several options
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for starting Setup.
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Note: If you are running Setup on a computer running Windows 3.x or
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MS-DOS, for best efficiency, use disk caching. Otherwise, the setup
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process (started from Winnt.exe) could take a long time. The usual way
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to enable disk caching on a computer running Windows 3.x or MS-DOS is
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to use SMARTDrive. For information about SMARTDrive, see the
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documentation for WINDOWS 3.x or MS-DOS.
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>>> To start Setup from the CD on a computer running MS-DOS:
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1. Insert the CD in the CD-ROM drive.
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2. At the command prompt, type
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d:
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where d is the drive letter of the CD-ROM drive.
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3. Type
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cd i386
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4. Type
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winnt
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5. Follow the instructions that appear.
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>>> To start Setup from the CD on a computer running Windows 3.x:
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1. Using File Manager, change to the CD-ROM drive.
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2. Change to the I386 folder.
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3. Double-click Winnt.exe.
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4. Follow the instructions that appear.
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>>> To start Setup from the CD on a computer running Windows 95,
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Windows 98, Windows Millennium Edition, Windows NT, Windows 2000, or
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Whistler:
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1. Insert the CD in the CD-ROM drive, and wait for Setup to start.
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2. Follow the instructions that appear.
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Another way of using the Setup CD is to start the computer from
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the CD. This method applies only if you want to perform a new
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installation, not an upgrade. Using this method, you can perform an
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installation on a computer that does not have an operating system,
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although you can also use this method on computers that have operating
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systems.
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>>> To start Setup and perform a new installation by starting an
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x86-based computer from the CD:
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1. With the computer turned off, insert the CD in the drive.
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2. Start the computer and wait for Setup to start.
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3. Follow the instructions that appear.
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3.3.2 Starting a New Installation from a Network
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----------------------------------------------------------------------
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To install Whistler from a network, you share the files either
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directly from the CD or copy them to a shared folder. Then, you
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start the appropriate program to run Setup.
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>>> To install Whistler from a network (x86-based computers only):
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1. On a network server, share the installation files, either by
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inserting the CD and sharing the CD-ROM drive, or by copying
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the files from the I386 folder on the CD to a shared folder.
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2. On the computer on which you want to install Whistler, connect to
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the shared Setup files:
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* If you are sharing the CD-ROM drive, connect to the shared drive
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and change to the I386 folder.
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* If you are sharing a folder, connect to that folder.
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3. Find and run the appropriate file on the I386 folder of the CD
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or in the shared folder:
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* From a computer running MS-DOS or Windows 3.x, run Winnt.exe.
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* From a computer running Windows 95, Windows 98, Windows
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Millennium Edition, Windows NT, Windows 2000, or Whistler,
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run Winnt32.exe.
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4. Follow the instructions that appear.
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======================================================================
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4.0 Starting Setup on an Itanium-based Computer
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======================================================================
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This section explains how to start Setup on an Itanium-based
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computer. For an explanation of how to start Setup on an x86-based
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computer, see "Starting Setup on an x86-based Computer" earlier in
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this text file series.
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Important: Itanium-based computers require a minimum 100-MB FAT
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partition for the operation of the Extensible Firmware Interface
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(EFI). This EFI system partition stores programs and information files
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that EFI uses to start the operating system. Do not delete or reformat
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this partition. Whistler supports a new partition style called GUID
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partition table (GPT), which is available only in the Itanium-based
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editions of Whistler. The installation partition on an Itanium-based
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computer must be GPT. You can still read and write to Master Boot
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Record (MBR) volumes, which are common to most computers, but you
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cannot install on one. Dynamic MBR disks can be accessed by x86-based
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computers and Itanium-based computers running Windows 2000 or Whistler
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only. Dynamic GPT disks can be accessed only by Itanium-based
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computers running the Itanium editions of Whistler.
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>>> To start Setup on an Itanium-based computer:
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1. With the computer turned off, insert the Setup CD in the CD-ROM
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drive.
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2. Start the computer, and then press any key.
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3. Follow the instructions that appear.
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======================================================================
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5.0 Planning for Unattended Setup
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======================================================================
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This section provides general information about unattended Setup. For
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detailed instructions about running unattended Setup (also called
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automated installation), see the "Microsoft Windows 2000 Resource Kit,
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Deployment Planning Guide."
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To simplify the process of setting up Whistler on multiple computers,
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you can run Setup unattended. To do this, you create and use an answer
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file, a customized script that answers the Setup questions
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automatically. Then, you run Setup from the command line; that is, you
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run Winnt32.exe or Winnt.exe with the appropriate options for
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unattended Setup. Choose the command according to the operating system
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that is running when you start unattended Setup:
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* To start unattended Setup on a computer running MS-DOS or
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Windows 3.x, run Winnt.exe (with the appropriate options selected).
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* To start unattended Setup on a computer running Windows NT,
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Windows 95, Windows 98, Windows Millennium Edition, or Windows
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2000, run Winnt32.exe (with the appropriate options selected).
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To learn about unattended Setup, see the following sources:
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* For detailed instructions on running unattended Setup (also called
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automated installation), see the "Microsoft Windows 2000 Resource
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Kit, Deployment Planning Guide."
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* To view the command options available for Winnt.exe, on a computer
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running Windows 3.x or MS-DOS, insert the Whistler Setup CD in
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the CD-ROM drive and display the command prompt. Then, change to
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the CD drive, change to the I386 directory, and type
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winnt /?
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* To view the command options available for Winnt32.exe, on a
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computer running Windows 95, Windows 98, Windows Millennium
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Edition, Windows NT, Windows 2000, or Whistler, insert the
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Whistler Setup CD in the CD-ROM drive and display the command
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prompt (click Start, click Run, and then type cmd). Then change to
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the CD drive, change to the I386 directory, and type
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winnt32 /?
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======================================================================
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6.0 Entering Server Settings for a New Installation
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======================================================================
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If you are upgrading, you can skip this section because Setup will
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use your previous settings.
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After you start Setup, a process begins in which necessary Setup
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files are copied to the disk. During this process, Setup displays
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dialog boxes you can use to select various options.
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The following sections outline the items you will be specifying as
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you run Setup. Before working with these sections, see earlier
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sections in this text file series for important background information
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about issues such as partitions, file system choices, and the handling
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of TCP/IP name resolution. You can modify settings after running Setup
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by using the Configure Your Server Wizard or other configuration
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tools.
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Note: If you have a mass storage controller (such as a SCSI, RAID, or
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Fibre Channel adapter) for your hard disk, see "Providing a Mass
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Storage Driver or a HAL File" earlier in this text file. If you have
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specialized hardware requiring a custom Hardware Abstraction Layer
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(HAL) file supplied by your computer manufacturer, see "Using a Custom
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Hardware Abstraction Layer (HAL) File" earlier in this text file.
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6.1 Choosing or Creating a Partition for Whistler
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======================================================================
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During a new installation, a dialog box gives you the opportunity to
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create or specify a partition on which you want to install Whistler.
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You can create a partition from the unpartitioned space available,
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specify an existing partition, or delete an existing partition to
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create more unpartitioned disk space for the Whistler partition. If
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you specify any action that will cause information to be erased, you
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will be prompted to confirm your choice.
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For more information, see "Planning Disk Partitions for New
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Installations" earlier in this text file series.
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Important: If you delete an existing partition, you will cause any
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data on that partition to be erased. Performing a new installation of
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Whistler on a partition that contains another operating system will
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cause that operating system to be overwritten.
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6.2 Selecting Regional Settings
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======================================================================
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Use this screen to customize language and locale settings. You can
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set up Whistler to use multiple languages and regional settings.
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6.3 Personalizing Whistler Advanced Server
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======================================================================
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Enter your name and, optionally, your organization.
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6.4 Specifying a Licensing Mode
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======================================================================
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Select your client licensing mode. For information about licensing
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modes, see "Choosing a Licensing Mode" in AdvSrv1.txt. If you are
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unsure which mode to use, choose Per Server because you can change
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once from Per Server to Per Seat at no cost.
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6.5 Entering Your Computer Name
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======================================================================
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Enter a computer name. The recommended length for most languages is
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15 characters or less. For languages that require more storage space
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per character, such as Chinese, Japanese, and Korean, the recommended
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length is 7 characters or fewer.
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You should use only Internet-standard characters in the computer name.
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The standard characters are the numbers 0 to 9, uppercase and
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lowercase letters from A to Z, and the hyphen (-) character.
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If you are using the Microsoft DNS Service on your network, you
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can use a wider variety of characters, including Unicode characters
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and other nonstandard characters such as the ampersand (&). Using
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nonstandard characters might impact the interoperability of
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network software from other companies. For more information about
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DNS, see "Name Resolution for TCP/IP" earlier in this text file
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series.
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The maximum length for a computer name is 63 bytes. If the name is
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longer than 15 bytes (15 characters in most languages, 7 characters in
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some), computers running operating systems developed before Windows 2000 will recognize this computer by the first 15 bytes of the name only.
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If this computer will be part of a domain, you must choose a computer
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name different from any other computer in the domain. If this computer
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will be part of a domain and will use more than one operating system,
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you must use a different computer name with each of the operating
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systems installed. For example, if the computer name is FileServerNT
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when it is started with Windows NT Server 4.0, Enterprise Edition, it would
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need to have a different name, perhaps FileServerNew, when it is
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started with Whistler Advanced Server. This requirement also applies
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to a computer that will start with either of two different installations of
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Whistler.
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6.5.1 Setting the Administrator Account Password
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----------------------------------------------------------------------
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Setup creates a user account on your computer called Administrator
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that has administrative privileges for managing your computer's
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overall configuration. The Administrator account is intended for the
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person who manages this computer. For security reasons, you should
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specify a password for the Administrator account. Leaving the
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Administrator password box empty indicates no password for the
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account.
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The password can have up to 127 characters. For the strongest system
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security, use a password of at least 7 characters, and use a mixture
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of uppercase and lowercase letters, numbers, and other characters such
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as *, ?, or $.
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Important: For security reasons, you should assign a strong password
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to the Administrator account.
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The password you type in the Confirm password box must exactly match
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The password you type in Administrator password box. Take special care
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To remember and protect your password. After Setup is completed, for
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the highest security, change the name of the Administrator account (it
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cannot be deleted) and keep a strong password on the account at all
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times. For more information about security and the privileges held by
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the Administrator account and the Administrators group, see Whistler
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Help and Support Services. To open Help and Support Services, after
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completing Setup, click Start, and then click Help and Support.
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6.5.2 Choosing Server Components
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You can choose among certain components that will make up your server
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installation. For information about determining which components you
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need, see "Choosing Components to Install" earlier in this text file
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series. Components often needed on networks using TCP/IP include DHCP,
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DNS, and WINS. To install these components, during Setup, in the
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Windows Components dialog box, select Networking Services, click
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Details, and then select the component or components you need.
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If you complete Setup and then decide you need other components, you
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can add the necessary components later. There are two ways to do this:
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* Use the Configure Your Server Wizard. This wizard appears
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automatically when Setup is complete. You can also start this
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wizard at any time by using the following steps: click Start,
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point to Programs, point to Administrative Tools, and then click
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Configure Your Server.
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With this wizard, you can install appropriate sets of components
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for domain controllers or member servers, including file
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servers, print servers, Web and streaming media servers,
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application servers, Microsoft SharePoint servers, and networking
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and communications servers.
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* Use the Windows Components Wizard. To use this wizard, after
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running Setup, click Start, point to Settings, and then click
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Control Panel. In Control Panel, double-click Add or Remove
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Programs, and then click Add/Remove Windows Components (on the
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left).
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With this wizard, you can choose and install individual
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components.
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6.5.3 Setting the Date and Time
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----------------------------------------------------------------------
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Set the date, time, and time zone, and choose whether the system
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should automatically adjust for daylight saving time.
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6.5.4 Specifying Networking Settings
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----------------------------------------------------------------------
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You can specify networking information (for TCP/IP or other protocols)
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during Setup, or you can select the Typical settings option and then
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make any necessary changes to your networking configuration after
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installation, by using the Configure Your Server Wizard or other
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management tools. (For information about using protocols other than
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TCP/IP, read the documentation for your network adapter.)
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In Setup, you have three choices regarding IP addresses. For important
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background information about these choices, see "IP Addresses"
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earlier in this text file series. To assign IP addresses, you can:
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* Use the Whistler Advanced Server feature called Automatic Private
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IP Addressing (APIPA) to automatically assign IP addresses.
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You can allow Whistler to provide IP addresses automatically during
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Setup and then, after Setup, change your configuration to use DHCP,
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static addressing, or both. To open Whistler Help and Support
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Services (which includes information about DHCP and static IP
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addresses), after completing Setup, click Start, and then click
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Help and Support.
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* Provide for IP addresses to be dynamically assigned in your
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domain, by installing and configuring DHCP on a server to which
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you assign a static IP address. If you are not familiar with
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DHCP or the possible choices for a static IP address and its
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associated subnet mask, you should use APIPA, at
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least initially, as described in the previous paragraph.
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* Assign a static IP address to one or more servers. You must assign
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a server a static IP address if it will provide access to users
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on the Internet. For important information about obtaining an IP
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address, see "IP Addresses" earlier in this text file series.
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In addition, during Setup, you can provide the local server with the
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IP addresses of any DNS or WINS servers on your network.
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>>> To allow Setup to assign or obtain an IP address:
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* In Setup, in the Networking Settings dialog box, click Typical
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settings.
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Whistler Setup checks to see if there is a DHCP server in your
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domain. If there is a DHCP server in your domain, the server
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provides the IP address. If there is no DHCP server in your
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domain, Automatic Private IP Addressing (APIPA) assigns an IP
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address.
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>>> To specify a static local IP address and settings needed for DNS
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and WINS:
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1. In Setup, in the Networking Settings dialog box, click Custom
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settings.
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2. In the Networking Components dialog box, click Internet Protocol
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(TCP/IP).
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3. Click Properties.
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4. In the Internet Protocol (TCP/IP) Properties dialog box, click Use
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the following IP address.
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5. In IP address and Subnet mask, type the appropriate numbers (if
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appropriate, specify the Default gateway as well).
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6. Under Use the following DNS server addresses, type the address of
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a preferred DNS server and, optionally, an alternate DNS server.
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If the local server is the preferred or alternate DNS server, type
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the same IP address as assigned in the previous step.
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7. If you will use a WINS server, click Advanced, and then click the
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WINS tab of the Advanced TCP/IP Settings dialog box to add the
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IP address of one or more WINS servers.
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If the local server is a WINS server, type the IP address assigned
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in step 5.
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8. Click OK in each dialog box, and continue through Setup.
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6.5.5 Specifying the Workgroup or Domain Name
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----------------------------------------------------------------------
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A domain is a grouping of accounts and network resources under a
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single domain name and security boundary. A workgroup is a more basic
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grouping, intended only to help users find such things as printers and
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shared folders within that group. You will need to choose between
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workgroup and domain, and then specify a name for your workgroup or
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domain. For more information, see "Deciding Between Workgroups and
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Domains" earlier in this text file series.
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======================================================================
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7.0 Configuring Your Server
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======================================================================
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|
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When Setup completes the installation of Whistler, the computer
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restarts. Setup has now performed the basic installation. The
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Configure Your Server Wizard, which will appear on the screen if you
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log on as the Administrator, makes further configuration easy. At this
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point, you can register your copy of Whistler Advanced Server and use
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Configure Your Server.
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Also at this point, you can open Whistler Help and Support Services
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by clicking Start, and then clicking Help and Support. If you have
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used Windows NT in the past, one of the features you might find useful
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in Whistler Help and Support is New ways to do familiar tasks,
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available in the Help topics or by using Search in Help and Support
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Services.
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You can use the Configure Your Server Wizard to finish installing
|
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optional components that you choose during Setup. With this
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wizard you can configure domain controllers or member servers,
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including file servers, print servers, Web and streaming media
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servers, application servers, Microsoft SharePoint servers, and
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networking and communications servers.
|
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You can start the Configure Your Server Wizard at any time by
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clicking Start, pointing to Programs, pointing to Administrative
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Tools, and then clicking Configure Your Server. Other configuration
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|
tools are also available from Administrative Tools.
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(continued in AdvSrv4.txt)
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