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