Installing and Upgrading Operating Systems

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Installing and Upgrading Operating Systems

• Guide to Operating Systems
• Third Edition

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Objectives

• After reading this chapter and completing the
  exercises you will be able to
• Understand the overall process of operating
  system installation and upgrading
• Prepare for operating system installation and
  understand the factors involved in making the
  decision to upgrade

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Objectives (continued)

• Install and upgrade the following operating
  systems and understand the various options
  presented in
• Windows 2000 Server and Professional
• Windows XP
• Windows Server 2003
• NetWare 6.0 and 6.5
• Mac OS X

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Objectives (continued)

• Install Red Hat Enterprise Linux 3.0 and
  understand the basic differences between
  UNIX-type installation and those of other
  operating systems covered in this chapter
• Review upgrading from one version to the next

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Installing an Operating System

• Varies from one OS to another
• Certain features common to all installations
• Installation involves
• Checking the computer - meets or exceeds the
  hardware and/or software requirements for the OS
• Ensuring that all equipment is powered on and
  operating correctly

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Installing an Operating System (continued)

• Floppy disks or CDs on hand
• Understanding the general features of the OS
• Up-to-date device drivers
• Pertinent information available about your
  computer and peripheral devices

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Installing an Operating System (continued)

• May need to provide
• Where to install the operating system
• Type of installation
• Information about you, your company, and your
  computer
• Licensing information
• Which components of the OS you want to install

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Preparing for Installation

• PC must be working correctly
• Fix any defective hardware
• Hardware turned on and ready for use
• Information available about your hardware

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Preparing for Installation (continued)

• Obtain any special drivers
• Many operating systems have minimum hardware
  requirements
• Hardware compatibility list (HCL)
• list that contains names and models for all
  hardware supported by the OS

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Preparing for Installation (continued)

• Enough time to complete OS installation

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Upgrading an Operating System

• General upgrade considerations
• Backup and safety procedures
• Specific steps to upgrade

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Preparing for an Upgrade

• Is upgrade necessary?
• Information about system that may be needed
  during the upgrade
• Make a complete backup of your current system and
  data before upgrading

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Preparing for an Upgrade (continued)

• Consider
• whether you need to upgrade
• whether the time is right to upgrade
• Microsoft offers pre-releases in the form of
  alpha, beta, and release candidate (RC)

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Preparing for an Upgrade (continued)

• Production computer
• computer used to perform real work
• If unavailable would cause a loss of productivity
• Check the computer against the requirements of
  the new OS

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Preparing for an Upgrade (continued)

• Keep records of custom software
• Open Database Connectivity (ODBC)
• rules on accessing databases
• some databases may not be accessible when you
  upgrade

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Making Backups Before Upgrades

• Backup
• copying files from a computer to another medium
• important part of day-to-day computer operation
• most operating systems have a backup utility

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Making Backups Before Upgrades (continued)

• Considerations when backing up your information
• close everything before starting a backup
• have the software needed to restore the backups
• actually make a full backup
• new system is able to read your backup without
  problems

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Conducting a Test Upgrade

• Test an upgrade before you do it to a production
  computer
• Upgrade test is to simulate what would happen in
  a real upgrade
• Discover any problems that might occur

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Conducting a Test Upgrade (continued)

• Deal with any software issues that arise
• Test the computer for a couple of days
• Repeat the test installation process starting
  with a clean computer
• all unnecessary software and hardware have been
  removed

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Installing and Upgrading Windows 2000

• Several ways to install
• CD-ROMs
• over the network
• in unattended mode

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Hardware Requirements

• You will need at least the hardware recommended
  in Table 4-4

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Installing Windows 2000

• Project 4-2 addresses how Windows 2000 Setup
  works
• HAL
• hardware abstraction layer
• consisting of the code that talks directly to the
  computers hardware
• Windows Update feature available

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Upgrading to Windows 2000

• Upgrade from Windows 95/98
• PC meets the minimum system requirements
• Obtain new drivers for the devices
• Decide if you want to upgrade to NTFS from FAT16
  or FAT32
• Password for the Administrator account

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Upgrading to Windows 2000 (continued)

• Obtain Windows 2000 drivers
• Protocol of preference is TCP/IP
• Use the steps on pages 190 and 191 to upgrade a
  Windows NT Server domain

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Installing and Upgrading Windows XP

• Windows XP stands for experience
• Home and Professional versions
• Professional version has more features

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Hardware Requirements

• It is important that your hardware is listed on
  the hardware compatibility list (HCL) for Windows
  XP

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Installing Windows XP

• Concept of activation
• 30 days to activate your copy of Windows XP
• either by phone or online
• activation linked solely to the BIOS
• Files and Settings Transfer Wizard

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Upgrading to Windows XP

• Upgrade from these operating systems
• Windows 98
• Windows Me
• Windows NT
• Windows 2000

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Upgrading to Windows XP (continued)

• Insert the Windows XP CD-ROM
• Wait for the Autorun program to automatically
  start the Setup program
• Check system compatibility

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Upgrading to Windows XP (continued)

• Obtain product activation code from Microsofts
  Web site

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Installing and Upgrading Windows Server 2003

• Windows Server 2003 is the next generation OS

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Installing and Upgrading Windows Server 2003
(continued)

• Products
• Standard Edition
• Enterprise Edition
• Datacenter Edition
• Web Edition
• Small Business Server

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Hardware Requirements
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Installing Windows Server 2003

• Place CD-ROM in drive and turn on PC
• Very similar to install Windows 2000 Server

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Upgrading to Windows Server 2003

• Upgrade from Windows 2000 Server family to
  Windows Server 2003
• Before you upgrade
• backup your system
• hardware is compatible
• meets hardware requirements
• obtain any needed drivers

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Upgrading to Windows Server 2003 (continued)

• Obtain the product activation code from Microsoft

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Installing and Upgrading UNIX Linux

• We will use red hat Enterprise Linux 3.0
• Other versions of UNIX are very similar

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Installing Linux

• You will get a set of CD-ROMs in the package
  Install Red Hat from a CD-ROM
• Boot Red Hat Enterprise Linux 3.0 from the CD-ROM
• 15 minutes to over one hour to install
• You do not need to make partitions or format your
  disk ahead of time

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Upgrading Linux

• Based on Red Hat Enterprise Linux 3.0
• Upgrades from any version should work
• Upgrade is similar to an installation

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Installing and Upgrading NetWare 6.5

• Steps for NetWare 6.5 are very similar to those
  for NetWare 6.0

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Hardware Requirements
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Installing NetWare 6.5

• Steps you through the process
• Evaluation kits are available
• Step-by-step instructions on the web site
• very good documentation on the web site

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Upgrading NetWare 6.5

• Upgrade from
• NetWare 4.2 with Support Pack 9
• NetWare 5.1 with Support Pack 6
• NetWare 6 with Support Pack 3

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Hardware Requirements
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Installing Mac OS X

• Install directly from the CD-ROM
• Complete step-by-step instructions are given in
  project 4-5

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Installing Mac OS X (continued)

• Double-click the Mac OS X icon
• You will
• select a destination drive
• read important information
• agree to the software license

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Installing Mac OS X (continued)

• Installation takes from 6 minutes to over 45
  minutes

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Upgrading Mac OS

• Three basic steps
• backup all data and configuration files
• check the disk for errors
• upgrade the hard disk drivers

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Updating Operating Systems

• Every vendor provides
• bug fixes
• security patches
• interim upgrades

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Windows Updates

• First introduced in Windows 98

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NetWare Updates

• Consolidated Support Packs
• approximately twice a year
• collection of patches and updates
• order a DVD or download
• Beta program available
• See Novells web site

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Linux Updates

• Red Hat Network Update Module
• included with subscription
• access to software updates
• timely and automatic updates

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Mac Updates

• Free software updates on a regular basis are
  available
• Mac OS X automatically checks for these updates
• weekly basis
• manual basis
• need Internet connection

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Summary

• Overview of clean installations or upgrade
  installs
• Make sure an install or upgrade is necessary
• Working backup
• Overview of installs and upgrades
• Detailed steps in Hands-on Projects

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Summary (continued)

• Regular checks for updates and patches