Migrating to Netware 4.1 -- Ch 3 -- Installing and Upgrading to NetWare 4.x

Migrating to Netware 4.1

---

- 3 -

Installing and Upgrading to NetWare 4.x

• Installation Changes
• Installation Requirements
  • Hardware Requirements
  • Hardware Requirements for the Root Server
  • Software Requirements
  • Server Memory Requirements
  • Detailed Method for Estimating Server Memory Requirements
• Computing Server Disk Requirements
• NetWare 4 Installation
• Setting the Filename Format
• Upgrading to NetWare 4
  • Translation of Bindery in the Upgrade Process
  • The Upgrade Process
• The Migration Utility
  • Across-the-Wire Migration
  • Other Migration Issues

---

In this chapter, you will learn about the NetWare 4 installation and upgrade process. Before you begin, remember that NetWare 4 is a complex operating system, and its installation should be attempted only after careful design. A very important aspect of the design for a NetWare 4-based network is the NDS tree structure. During NetWare 4 installation, you are asked to make decisions about the NDS tree structure for your network. It is therefore essential that you have a good understanding of the NDS directory tree for your organization. Chapter 2, "Designing Your NDS Tree," covered the fundamentals of designing an NDS tree. You should have an understanding of the concepts described in that chapter before attempting an NDS installation. If you have additional questions about NDS and how it works, you might want to consult Chapter 13, "Managing NDS." Remember that after you have set up the basic NDS tree structure, it is difficult to make changes. You can save yourself a great deal of time and effort by doing things right the first time.

There are several options for migrating to NetWare 4. Preplanning and proper design are key in accomplishing these tasks efficiently.

The first NetWare 4 server you install defines the initial NDS partition, which also contains the [Root] object of the NDS tree. This first NetWare 4 server is called the root server. Your blueprint NDS tree design will help you decide which server is best situated to serve as the root server for your network. Unless you plan to perform a merge (see Chapter 15, "New and Improved Utilities"), you should begin the installation with the root server.

You have the following choices for how to set up NetWare 4 on a server:

• Simple Installation of NetWare 4.1 using the INSTALL program.
  
  
• Custom Installation of NetWare 4.1 using the INSTALL program.
  
  
• Upgrade a NetWare 3.1x server to NetWare 4.1 using the INSTALL program.
  
  
• Upgrade a NetWare 2.x, NetWare 3.x, or IBM LAN server to NetWare 4.1 across-the-wire using the migration utility MIGRATE.EXE.
  
  
• Upgrade a NetWare 2.x, NetWare 3.x, or IBM LAN server to NetWare 4.1 using the same-server option of the migration utility MIGRATE.EXE.

This chapter describes each of these procedures. Your choice of a method depends on the specific requirements of your network.

If you choose to use the INSTALL program, you have a number of options for a delivery method. You can install from these:

• A CD-ROM attached to the server being installed
  
  
• A CD-ROM on an existing NetWare server
  
  
• Floppy disks
  
  
• Network disks (after the first server is installed)

The INSTALL procedure is the same for each of the preceding methods. The differences are in time and cost.

Table 3.1 shows a rough estimate of the installation time for each delivery option. The figures are approximate; the actual installation time varies depending on the network speed, the CD-ROM data transfer rate, and the attentiveness of the installer. Most of the time is spent copying the online documentation, public utilities, and files.

TABLE 3.1 Estimated Installation Time

Network Installation Method	Installation Time (Minutes)
Network drive	30
CD-ROM	40
Floppy disk	90

As you can see from table 3.1, the fastest method is to use a network drive (assuming Ethernet speeds). However, you can't use the network drive method for the first server. Also, to use the network drive method, the NetWare server distribution must be copied onto an existing server, and this itself could be a time-consuming process.

Though the time estimate for the floppy-disk method is only a little more than twice the estimate for the CD-ROM method, you might want to consider the "annoyance" factor of having to insert the many installation disks.

To install over the network, you must have a logical connection from the server machine to the network source that has a copy of the distribution software (see fig. 3.1). You can establish this connection by placing the network client software on the server machine you are now installing and making a network connection to the NetWare distribution source (another server that holds the installation software). In figure 3.1, the network drive F is used to access the distribution source. Any other network drive besides F can be used to access the distribution source. The server distribution software can be either on a server disk or a CD-ROM.

Figure 3.1 Installing over a network.

---

NOTE: To install NetWare 4 over a network, you must have a network drive connected to the distribution directory.

---

---

NOTE: Do not use a memory manager such as HIMEM, 386MAX, or QEMM