1 Introduction

This manual describes how to install and configure the TruCluster Production Server, TruCluster Available Server, and TruCluster MEMORY CHANNEL products on the DIGITAL UNIX operating system.

Important Note

The procedures in this manual assume that each system's hardware and firmware are installed and configured as described in the TruCluster Software Products Hardware Configuration manual.
Do not begin the software installation until the hardware and firmware are installed and configured.

Clusters are complex entities. Before you begin the installation, please read this manual, paying close attention to the sections that deal directly with your type of installation. Understanding the various types of installations and becoming familiar with the general sequence of events can save time and prevent later problems.

This chapter provides the following information:

Installation types

License and subset information

Base system mandatory and optional subsets

General restrictions and considerations

Location of online documentation

Throughout this manual, the following abbreviations are used to refer to TruCluster products:

PS: TruCluster Production Server Software (Production Server)
AS: TruCluster Available Server Software (Available Server)
MC: TruCluster MEMORY CHANNEL Software (MEMORY CHANNEL)

1.1 Installation Types

There are three basic installation types:

full installation

Perform a full installation the first time you install a TruCluster product, or when you cannot (or choose not to) perform an upgrade. A full installation does not preserve any existing databases or configuration parameters.

Note that all TruCluster MEMORY CHANNEL Software installations are full installations.

rolling upgrade

Perform a rolling upgrade for Production Server or Available Server when clients need uninterrupted access to services. Each system is removed in turn, upgraded, and returned to the Production Server or Available Server cluster. The existing available server environment (ASE) database is automatically copied to the upgraded system when a system is returned to an ASE, so you do not have to set up services after completing the upgrade. The cluster remains in operation during a rolling upgrade.

DIGITAL recommends that you complete a rolling upgrade procedure as quickly as possible, and minimize any hardware and software changes during the upgrade.

simultaneous upgrade

This procedure requires that you shut down the Production Server or Available Server cluster. You can save and restore an existing ASE database, which means that you do not have to manually set up services after the installation. The cluster is not in operation during a simultaneous upgrade; no services are available to clients.

Note

When installing a TruCluster product in a cluster environment, use the same installation type for each system. Do not attempt to mix and match installation types. For example, you cannot perform a full installation on one member and then perform a rolling upgrade on another member. Decide which type of installation best fits your site's requirements, and use that installation type for all systems.

When installed as a separate product, TruCluster MEMORY CHANNEL Software is not part of a cluster environment. Therefore, the concept of rolling or simultaneous upgrade does not apply. For this reason, all TruCluster MEMORY CHANNEL Software software installations are considered full installations. However, you must delete existing MEMORY CHANNEL software subsets before installing the latest version of the product.

Table 1-1 shows the installation types supported for each TruCluster product.

Table 1-1: Supported Installation Types

Installation Type Production Server Available Server MEMORY CHANNEL Software

Full installation Yes Yes Yes

Rolling or simultaneous upgrade from Version 1.4 of the current product No Yes (if on DIGITAL UNIX Version 4.0B) not applicable

Rolling or simultaneous upgrade from Version 1.4A of the current product Yes Yes not applicable

Installation Type	Production Server	Available Server	MEMORY CHANNEL Software
Full installation	Yes	Yes	Yes
Rolling or simultaneous upgrade from Version 1.4 of the current product	No	Yes (if on DIGITAL UNIX Version 4.0B)	not applicable
Rolling or simultaneous upgrade from Version 1.4A of the current product	Yes	Yes	not applicable

Table 1-2 shows the rolling upgrade paths for Production Server. Table 1-3 shows the rolling upgrade paths for Available Server.

Table 1-2: Production Server Rolling Upgrade Paths

Current Product Intermediate Step Intermediate Step Intermediate Step Final Step

Production Server Version 1.4A on DIGITAL UNIX Version 4.0B Production Server Version 1.5 on DIGITAL UNIX Version 4.0D

Production Server Version 1.4 on DIGITAL UNIX Version 4.0A Production Server Version 1.4 on DIGITAL UNIX Version 4.0B Production Server Version 1.4A on DIGITAL UNIX Version 4.0B Production Server Version 1.5 on DIGITAL UNIX Version 4.0D

TruCluster Software Version 1.0 on DIGITAL UNIX Version 3.2G Production Server Version 1.4 on DIGITAL UNIX Version 4.0A Production Server Version 1.4 on DIGITAL UNIX Version 4.0B Production Server Version 1.4A on DIGITAL UNIX Version 4.0B Production Server Version 1.5 on DIGITAL UNIX Version 4.0D

Current Product	Intermediate Step	Intermediate Step	Intermediate Step	Final Step
Production Server Version 1.4A on DIGITAL UNIX Version 4.0B				Production Server Version 1.5 on DIGITAL UNIX Version 4.0D
Production Server Version 1.4 on DIGITAL UNIX Version 4.0A	Production Server Version 1.4 on DIGITAL UNIX Version 4.0B	Production Server Version 1.4A on DIGITAL UNIX Version 4.0B		Production Server Version 1.5 on DIGITAL UNIX Version 4.0D
TruCluster Software Version 1.0 on DIGITAL UNIX Version 3.2G	Production Server Version 1.4 on DIGITAL UNIX Version 4.0A	Production Server Version 1.4 on DIGITAL UNIX Version 4.0B	Production Server Version 1.4A on DIGITAL UNIX Version 4.0B	Production Server Version 1.5 on DIGITAL UNIX Version 4.0D

Table 1-3: Available Server Rolling Upgrade Paths

Current Product Intermediate Step Intermediate Step Final Step

Available Server Version 1.4A on DIGITAL UNIX Version 4.0B Available Server Version 1.5 on DIGITAL UNIX Version 4.0D

Available Server Version 1.4 on DIGITAL UNIX Version 4.0A Available Server Version 1.4 on DIGITAL UNIX Version 4.0B Available Server Version 1.5 on DIGITAL UNIX Version 4.0D

DECsafe Available Server Version 1.3 on DIGITAL UNIX Version 3.2G Available Server Version 1.4 on DIGITAL UNIX Version 4.0A Available Server Version 1.4 on DIGITAL UNIX Version 4.0B Available Server Version 1.5 on DIGITAL UNIX Version 4.0D

Current Product	Intermediate Step	Intermediate Step	Final Step
Available Server Version 1.4A on DIGITAL UNIX Version 4.0B			Available Server Version 1.5 on DIGITAL UNIX Version 4.0D
Available Server Version 1.4 on DIGITAL UNIX Version 4.0A	Available Server Version 1.4 on DIGITAL UNIX Version 4.0B		Available Server Version 1.5 on DIGITAL UNIX Version 4.0D
DECsafe Available Server Version 1.3 on DIGITAL UNIX Version 3.2G	Available Server Version 1.4 on DIGITAL UNIX Version 4.0A	Available Server Version 1.4 on DIGITAL UNIX Version 4.0B	Available Server Version 1.5 on DIGITAL UNIX Version 4.0D

This manual provides the information needed to upgrade from:

TruCluster Production Server Software Version 1.4A (the entire cluster must be at Version 1.4A on DIGITAL UNIX Version 4.0B)

TruCluster Available Server Software Version 1.4A (the entire ASE must be at Version 1.4A on DIGITAL UNIX Version 4.0B)

TruCluster Available Server Software Version 1.4 (the entire ASE must be at Version 1.4 on DIGITAL UNIX Version 4.0B)

If your cluster is not running one of these versions, you must perform one or more intermediate upgrades before you can migrate to Version 1.5. The procedures for upgrading to Version 1.4 and Version 1.4A of the TruCluster Software Products are described in the documentation for those releases.

Note

You do not have to remove TruCluster subsets when updating the DIGITAL UNIX operating system from Version 4.0A to Version 4.0B. See Section 4.6 for information on updating the operating system without reinstalling a TruCluster product.

1.2 License and Subset Information

Each of the following TruCluster products has a separate license:

TruCluster Production Server Software

TruCluster Available Server Software

TruCluster MEMORY CHANNEL Software

Note

You load and register only one TruCluster product license on each system; the licenses are mutually exclusive. For example, if you load an Available Server license, you cannot load a Production Server or MEMORY CHANNEL Software license on the same system. If you load a Production Server license, you cannot load an Available Server or MEMORY CHANNEL license on the same system.
The Production Server product includes both Available Server and MEMORY CHANNEL software; if you load a Production Server license, you can install and use the subsets for the Available Server and MEMORY CHANNEL products.

If you are setting up an available server environment (ASE) cluster, you will load an Available Server license on each member system. If you are setting up a Production Server cluster, you will load a Production Server license on each member system. The pre-installation procedures in Section 2.9 describe how to load a license product authorization key (PAK).

The set of subsets available for installation depends on which software license you register. Table 1-4 lists the subsets associated with each product license.

Table 1-4: Contents of TruCluster Subsets

Subset Name Description Contents License

TCRASE15n TruCluster Available Server Software asemgr utility and ASE daemons PS AS

TCRCMS15n TruCluster Cluster Monitor Cluster Monitor and supporting daemons PS AS

TCRCOMMON15n TruCluster Common Components Common installation checks and procedures for all TruCluster products PS AS MC

TCRCONF15n TruCluster Configuration Software Configuration and verification software for all TruCluster products PS AS MC

TCRDSVC15n TruCluster Production Server Software Connection manager and distributed raw disk (DRD) PS

TCRMAN15n TruCluster Reference Pages Reference pages for all TruCluster utilities and APIs, and MEMORY CHANNEL routines
Because all reference pages are distributed in a single subset, some may not apply to your product. Each reference page indicates which products support the described utility, command, or API.
PS AS MC

TCRMCA15n TruCluster MEMORY CHANNEL Software MEMORY CHANNEL driver and distributed lock manager (DLM) PS MC

Subset Name	Description	Contents	License
`TCRASE15n`	TruCluster Available Server Software	`asemgr` utility and ASE daemons	PS	AS
`TCRCMS15n`	TruCluster Cluster Monitor	Cluster Monitor and supporting daemons	PS	AS
`TCRCOMMON15n`	TruCluster Common Components	Common installation checks and procedures for all TruCluster products	PS	AS	MC
`TCRCONF15n`	TruCluster Configuration Software	Configuration and verification software for all TruCluster products	PS	AS	MC
`TCRDSVC15n`	TruCluster Production Server Software	Connection manager and distributed raw disk (DRD)	PS
`TCRMAN15n`	TruCluster Reference Pages	Reference pages for all TruCluster utilities and APIs, and MEMORY CHANNEL routines Because all reference pages are distributed in a single subset, some may not apply to your product. Each reference page indicates which products support the described utility, command, or API.	PS	AS	MC
`TCRMCA15n`	TruCluster MEMORY CHANNEL Software	MEMORY CHANNEL driver and distributed lock manager (DLM)	PS		MC

Table 1-5 shows the approximate disk space requirements, in megabytes (MB), for each Version 1.5 TruCluster subset in the root (/), /var, and /usr file systems.

Table 1-5: TruCluster Subset Sizes

Subset Root (/) File System (MB) /usr File System (MB) /var File System (MB) Total (MB)

TCRASE150 0.0383 7.6754 0.8262 8.5399

TCRCMS150 0 4.9470 0.0575 5.0045

TCRCOMMON150 0.0221 0.7494 0.0078 0.7793

TCRCONF150 0 0.0080 0 0.0080

TCRDSVC150 0 4.7012 1.0376 5.7388

TCRMAN150 0 0.6338 0 0.6338

TCRMCA150 0 1.7072 0 1.7072

PS Totals 0.0604 20.422 1.9291 22.4115

AS Totals 0.0604 14.0136 0.8915 14.9655

MC Totals 0.0221 3.0984 0.0078 3.1283

Subset	Root (`/`) File System (MB)	`/usr` File System (MB)	`/var` File System (MB)	Total (MB)
`TCRASE150`	0.0383	7.6754	0.8262	8.5399
`TCRCMS150`	0	4.9470	0.0575	5.0045
`TCRCOMMON150`	0.0221	0.7494	0.0078	0.7793
`TCRCONF150`	0	0.0080	0	0.0080
`TCRDSVC150`	0	4.7012	1.0376	5.7388
`TCRMAN150`	0	0.6338	0	0.6338
`TCRMCA150`	0	1.7072	0	1.7072
PS Totals	0.0604	20.422	1.9291	22.4115
AS Totals	0.0604	14.0136	0.8915	14.9655
MC Totals	0.0221	3.0984	0.0078	3.1283

1.3 Base System Mandatory and Optional Subsets

Table 1-6 describes the TruCluster product dependencies on DIGITAL UNIX and layered product subsets. Subsets listed as M are mandatory; these subsets must be loaded on a system in order to install TruCluster products. Subsets listed as O are optional; the "Comment" column describes why you might choose to load one or more of these subsets. See the DIGITAL UNIX Installation Guide for more information on these subsets and their dependencies.

Table 1-6: Mandatory and Optional Operating System Subsets

Subset Description Mandatory / Optional Comment

OSFBASE Base System M

OSFBIN Standard Kernel Objects M

OSFBINCOM Kernel Header and Common Files M

OSFHWBIN Hardware Kernel Modules M

OSFHWBINCOM Hardware Kernel Header and Common Files M

OSFCLINET Basic Networking Services M

OSFCMPLRS Compiler Back End M

OSFNFS NFS^® Utilities M

OSFATMBASE ATM Commands O Required if Asynchronous Transfer Mode (ATM) hardware is detected during the installation process.

OSFATMBIN ATM Kernel Modules O Required if ATM hardware is detected during the installation process.

OSFATMBINCOM ATM Kernel Header and Common Files O Used for kernel software development.

OSFATMBINOBJECT ATM Kernel Object O Used for kernel software development.

OSFDCMT Documentation Preparation Tools O Required by TruCluster Reference Pages subset (TCRMAN).

OSFMANxxx Reference Pages subsets (base system) O Some TruCluster reference pages refer to the DIGITAL UNIX operating system reference pages.

OSFLSMBASE Logical Storage Manager (LSM) O Required if setting up ASE services that use LSM.

OSFLSMBINCOM Logical Storage Manager Kernel Header and Common Files O Required if setting up ASE services that use LSM.

OSFLSMBIN LSM Kernel Modules O Required if setting up ASE services that use LSM.

OSFLSMX11 Logical Storage Manager GUI O Required to launch the LSM graphical user interface (GUI) from the Cluster Monitor.

OSFADVFS POLYCTR AdvFS O Required for the POLYCENTER Advanced File System (AdvFS).

OSFADVFSBIN POLYCTR AdvFS Kernel Objects O Required for AdvFS.

OSFRIS Remote Installation Service O Required to use a cluster member as a RIS server.

OSFINET Additional Networking Services O Required to use a cluster member as a RIS server.

OSFKTOOLS Kernel Debugging Tools O Required to use the distributed raw disk (DRD) extensions to the kernel debugging utility, kdbx.

Subset	Description	Mandatory / Optional	Comment
`OSFBASE`	Base System	M
`OSFBIN`	Standard Kernel Objects	M
`OSFBINCOM`	Kernel Header and Common Files	M
`OSFHWBIN`	Hardware Kernel Modules	M
`OSFHWBINCOM`	Hardware Kernel Header and Common Files	M
`OSFCLINET`	Basic Networking Services	M
`OSFCMPLRS`	Compiler Back End	M
`OSFNFS`	NFS^® Utilities	M
`OSFATMBASE`	ATM Commands	O	Required if Asynchronous Transfer Mode (ATM) hardware is detected during the installation process.
`OSFATMBIN`	ATM Kernel Modules	O	Required if ATM hardware is detected during the installation process.
`OSFATMBINCOM`	ATM Kernel Header and Common Files	O	Used for kernel software development.
`OSFATMBINOBJECT`	ATM Kernel Object	O	Used for kernel software development.
`OSFDCMT`	Documentation Preparation Tools	O	Required by TruCluster Reference Pages subset (`TCRMAN`).
`OSFMANxxx`	Reference Pages subsets (base system)	O	Some TruCluster reference pages refer to the DIGITAL UNIX operating system reference pages.
`OSFLSMBASE`	Logical Storage Manager (LSM)	O	Required if setting up ASE services that use LSM.
`OSFLSMBINCOM`	Logical Storage Manager Kernel Header and Common Files	O	Required if setting up ASE services that use LSM.
`OSFLSMBIN`	LSM Kernel Modules	O	Required if setting up ASE services that use LSM.
`OSFLSMX11`	Logical Storage Manager GUI	O	Required to launch the LSM graphical user interface (GUI) from the Cluster Monitor.
`OSFADVFS`	POLYCTR AdvFS	O	Required for the POLYCENTER Advanced File System (AdvFS).
`OSFADVFSBIN`	POLYCTR AdvFS Kernel Objects	O	Required for AdvFS.
`OSFRIS`	Remote Installation Service	O	Required to use a cluster member as a RIS server.
`OSFINET`	Additional Networking Services	O	Required to use a cluster member as a RIS server.
`OSFKTOOLS`	Kernel Debugging Tools	O	Required to use the distributed raw disk (DRD) extensions to the kernel debugging utility, `kdbx`.

1.4 General Restrictions and Considerations

Note the following general installation restrictions and considerations:

Do not install the product into a dataless environment.

It is recommended that you have at least 64 MB of memory available on each member system.

You must have superuser (root) privileges for the systems on which you will install the software.

Back up all systems before beginning the installation process.

If you generate a new system configuration file either by invoking the doconfig command without the -c option or by entering the sizer -n command, you must run the ase_fix_config utility after you enter the command. Section 3.7 describes the operation of the ase_fix_config utility.
The doconfig program automatically runs the ase_fix_config script only when differences in the SCSI bus configuration are detected.

After a cluster is created at, or upgraded to, Version 1.5, you cannot add a new system to the cluster unless that system is also at Version 1.5.

Section 4.1 lists additional restrictions for rolling upgrades.

1.5 Location of Online Documentation

Each book in the TruCluster Software documentation set is shipped as a set of Hypertext Markup Language (HTML) and graphics files in the /TCR/doc/html directory on the Associated Products Volume 2 CD-ROM. You can use the Netscape^® Navigator^TM World Wide Web browsing program to display these books.

If the DIGITAL UNIX installation program detects graphics capabilities on your system, it automatically installs Netscape Navigator. You can then invoke Netscape from an icon on the Common Desktop Environment (CDE) front panel or directly from the command line. Detailed help for Netscape is available through the help menus.

To access the TruCluster Software documentation from the viewer, click on the Open icon in the Netscape main window and enter the following file location in the Open Location: text entry field:

file:/mountpoint/TCR/doc/html/BOOKSHELF.HTM