***************************************************************************** SCO.TXT ***************************************************************************** INSTALLATION GUIDE FOR THE SDMS SCO UNIX DRIVER V4.01.00 This file describes the features and use of the Symbios Logic SDMS device driver for the SCO UNIX 3.2v4x and OpenServer operating system environments. It is divided into the following sections: Introduction Features Description Installing Your SCO UNIX Driver Procedure 1, Existing System Installation Procedure 2, New System Installation Troubleshooting Important Additional Information ******************************* Introduction ******************************** SCO UNIX is the first UNIX operating system licensed for IBM-compatible microcomputers. The integrated communications, file system, international application support, and documentation create an ideal platform for those requiring a full-featured, UNIX-based operating system. SCO UNIX takes full advantage of the capabilities of the 80386 and above microprocessors. To connect SCSI devices to one or more host adapters, you must place the proper host adapter drivers in the SCO UNIX kernel. Your Symbios Logic Boot Time Loadable Driver (BTLD) diskette contains three packages: bhba is the driver for SCO UNIX 3.2v4x slha is the driver for SCO UNIX OpenServer CAM3 is the SCSI configuration tool You must link-edit the proper driver into the SCO UNIX kernel. The kernel must reside on the boot drive: either an internal, non-SCSI hard drive (IDE, ESDI, or ST506), or a SCSI hard drive attached to host adapter 0 with SCSI ID 0 and LUN 0. The BTLD permits an easy installation of UNIX with the software provided by SCO. The CAM3 SCSI configuration tool simplifies adding SCSI peripheral device support into the operating system. SCO UNIX 3.2v4x provides installation diskettes labeled N1, N2, and M1. Additional software is provided on CD-ROM, tape cartridge, or diskettes. These media, along with the Symbios Logic BTLD diskette, are needed to perform a new installation of your bhba driver onto a boot drive. SCO OpenServer provides only one installation diskette, labeled Boot Disk. This diskette, along with your Symbios Logic BTLD diskette (containing your slha driver), and other software media, are used during a SCO OpenServer installation. The following sections provide instruction on configuring the SCO UNIX kernel with your Symbios Logic driver, installing SCO UNIX onto a hard drive, and adding SCSI peripheral devices. These instructions assume you are familiar with UNIX system administration. * Features * Provides easy UNIX installation on a hard disk with the Symbios Logic Boot Time Loadable Driver (BTLD) diskette Provides easy SCSI device support installation with the Symbios Logic CAM3 SCSI configuration tool Multiple processor support (with SCO Symmetrical Multiprocessing Support package installed) Supports synchronous negotiation (including fast SCSI) Supports Wide SCSI (single-ended and differential) Supports Disconnect/Reselect Supports scatter/gather Allows tagged command queuing Provides dynamic interrupt mapping Supports target initiated negotiation Allows shared interrupts Supports Multiple LUNs Allows automatic drive spin up Supports RAID up to 1024 byte block sizes * Description * UNIX installation on a SCSI system requires creation of a SCO UNIX kernel that contains the SCSI driver to support SCSI devices. There are two possible installation procedures: 1. Loading or updating the proper Symbios Logic driver on a boot drive. 2. Installing UNIX and the proper Symbios Logic driver for the first time on a SCSI boot drive. Procedure 1: Existing System Installation If you plan to attach SCSI devices to a Symbios Logic host adapter while using a non-SCSI hard drive (IDE, ESDI, ST506) as the boot hard drive already containing a SCO UNIX system, execution of procedure 1 is all that is necessary. This installs the Symbios Logic driver on the non-SCSI boot drive. Some of the SCSI devices supported include tape drives, CD-ROM drives, and SCSI hard disk drives used as secondary storage. This procedure is also followed to replace a previously installed Symbios Logic driver on a SCSI or non-SCSI boot drive. Procedure 2: New System Installation If you plan to perform a new SCO UNIX installation that includes the proper Symbios Logic driver, then follow Procedure 2. Procedure 2 uses a Boot Time Loadable Driver (BTLD) to provide a user friendly method for installing SCO UNIX onto a hard disk drive. Each of these procedures is described in detail below. Symbios Logic recommends that you complete the entire installation in one session. You should have sufficient time (possibly over an hour) available to complete this without interruption. The Symbios Logic CAM3 SCSI Configuration Tool Both installation procedures may use the Symbios Logic CAM3 SCSI configuration tool to load your Symbios Logic SCSI driver into the SCO UNIX kernel. This utility is provided on the Symbios Logic BTLD diskette for SCO UNIX. The CAM3 main menu presents the following options: 1. Configure the Symbios Logic SCSI Device Driver 2. Add or Remove Specific Devices 3. Relink Unix 4. Remove All SCSI Devices 5. Show Current SCSI Configuration Some of these options are referred to in the following procedures. After completion of either installation procedure, you may invoke CAM3 again from the UNIX prompt by typing: mkdev cam3 In this way, you may use CAM3 to make subsequent changes to the system configuration. ********************** Installing Your SCO UNIX Driver ********************** Procedure 1: Existing System Installation This procedure assumes SCO UNIX is already installed on a hard disk drive. This installation is necessary to build a new UNIX kernel which includes the proper Symbios Logic host adapter driver. The basic steps for accomplishing this are outlined below. For more details on UNIX installation, refer to the SCO UNIX System Administrator's Reference manual. 1. Symbios Logic recommends creating a second copy of the UNIX kernel. Log in as root and issue the command: cp /unix /unix.good This creates a second copy of the UNIX kernel under the name /unix.good. Note: If any problems arise with the new UNIX kernel being built, this procedure ensures that a valid copy of the UNIX kernel will be available. To access this valid UNIX kernel, type at the colon after the boot message: unix.good 2. Install your Symbios Logic driver. a. Insert the Symbios Logic BTLD diskette in the drive and type: installpkg Press the Enter key to continue. b. A prompt appears to insert the requested diskette. Since the Symbios Logic diskette is already inserted, press the Enter key to continue. c. A prompt now asks for the name of the package. Type: bhba if your SCO UNIX is release 3.2v4x, or slha if your SCO UNIX is OpenServer. Press the Enter key to continue. d. If a driver is already present from a previous installation, a prompt inquires about replacing it. Replace it if there is reason to believe it is corrupted, or if you are installing a newer version. e. To execute CAM3, remove the Symbios Logic diskette from the drive (since CAM3 is now installed on the hard drive), then type: mkdev cam3 Press the Enter key to continue. f. The CAM3 main menu is displayed. To check what SCSI devices are installed, type 5 and press Enter to show the current SCSI configuration. If you are only updating the Symbios Logic driver, skip to step 6 to rebuild the kernel. g. From the CAM3 main menu, select option 1 to configure your Symbios Logic driver. Three options are displayed: 1. Configure Symbios Logic Host Adapter Software 2. Remove Symbios Logic Host Adapter Software from System Configuration 3. Return to Main Menu h. To configure your Symbios Logic host adapter software select 1 from this menu. i. A prompt is displayed to set the interrupt line to be used by the host adapter. The Symbios Logic driver performs dynamic interrupt mapping. Therefore, type 0 (zero) and press Enter. To exit this process, press Enter, or type q and press Enter. Note: If the system indicates that the proper interrupt lines for the SCSI host adapter are not available, review the section under Troubleshooting concerning possible kernel rebuild problems and edit the sdevice entries to eliminate the conflict. 3. Adding a SCSI Disk Drive. Note: If you are not adding a SCSI disk drive to this system, go to step 4. a. Select option 5 from the CAM3 main menu to show the SCSI configuration. Note each host adapter number assigned to a Symbios Logic host adapter. You need these throughout this installation procedure. b. From the CAM3 main menu, select option 2 to add or remove specific devices. A list appears showing the current configuration followed by a menu of these options: Add or Remove Specific Devices Menu Options 1. Reconfigure Sdsk (Disk Drive) 2. Reconfigure Stp (Tape Drive) 3. Reconfigure Srom (CD-ROM) 4. Invoke the SCO low level SCSI Configuration script 5. Return to the previous menu To add a SCSI disk drive, select option 1 to reconfigure Sdsk, and press Enter. c. Read the explanatory text that appears and follow the prompts. Press Enter at the next two prompts to scroll through the explanatory text. A prompt appears to add another SCSI disk. Type y and press Enter. Select option 2 to add a drive to the Symbios Logic host adapter and press Enter. d. The system prompts for the identifier of the host adapter that supports this device. If the default is correct, press Enter. If the default is not correct, type: bhba if your SCO UNIX is release 3.2v4x, or slha if your SCO UNIX is OpenServer. Press Enter. e. The system prompts for which host adapter supports the disk drive. Type the correct host adapter number and press Enter. If this is the first Symbios Logic host adapter added to the SCO UNIX kernel, the system prompts if you want to update the link-kit (add another host adapter). Type y and press Enter. If you entered the host adapter number incorrectly, type n, and press Enter. The system prompts for the host adapter identifier of the preceding step. f. With SCO OpenServer, the system prompts for the bus number of the disk drive. Since Symbios Logic host adapters support one bus per adapter, press Enter to get the default of zero, or type 0 (zero) and press Enter. With SCO 3.2v4x, this prompt does not appear. Proceed to the next step. g. The system prompts for the Target ID of the disk drive. Type the SCSI ID number of the disk drive and press Enter. If the ID entered is in the range 8-15, a prompt requests verification that the device you are adding is a wide (16-bit) device, as only wide devices may have IDs greater than 7. Type y and press Enter if the device is wide. Type n and press Enter if an ID greater than 7 is incorrectly entered for a narrow (8-bit) device. The Target ID prompt is then re-issued so you can enter the correct Target ID. h. The system prompts for the LUN (Logical Unit Number) of the disk drive. Type the desired LUN and press Enter, or press Enter for the default value of zero. i. The system prompts to update the SCSI Configuration file. Type y and press Enter if the displayed values are correct. Type n if the values are incorrect, and retry from step 3d. j. A prompt appears to create a new kernel. Type n (as this is done later) and press Enter. 4. Adding a SCSI Tape Drive. Note: If you are not adding a SCSI tape drive to this system, go to step 5. a. Select option 5 from the CAM3 main menu to show the SCSI configuration. Note the host adapter number of each Symbios Logic host adapter. You need these throughout this installation procedure. b. From the CAM3 main menu, select option 2 to add or remove specific devices. A list appears showing the current configuration followed by a menu of choices. To add a SCSI tape drive, select option 2 and press Enter. c. Instructions on using a SCSI tape drive are displayed. Press Enter at the next three prompts to scroll through the explanatory text and start the mkdev tape utility for installing a tape drive. d. The Tape Drive Configuration Program menu appears. Select option 1 to install a tape drive, and press Enter. e. The Tape Drive Installation Menu appears. Select option 4 to install a SCSI tape drive, and press Enter. From the next list select the type of SCSI tape drive to install, and press Enter. f. The system prompts to configure the tape drive. Type y and press Enter. g. The system prompts for the identifier of the host adapter that supports this device. If the default is correct, press Enter. If the default is not correct, type: bhba if your SCO UNIX is release 3.2v4x, or slha if your SCO UNIX is OpenServer. Press Enter. h. The system prompts for which host adapter supports the tape drive. Type the correct host adapter number and press Enter. If this is the first Symbios Logic host adapter added to the SCO UNIX kernel, the system prompts if you want to update the link-kit (add another host adapter). Type y and press Enter. If you entered the host adapter number incorrectly, type n, and press Enter. The system prompts for the host adapter identifier of the preceding step. i. With SCO OpenServer, the system prompts for the bus number of the tape drive. Since Symbios Logic host adapters support only one bus per adapter, press Enter to get the default of zero, or type 0 (zero) and press Enter. With SCO 3.2v4x, this prompt does not appear. Proceed to the next step. j. The system prompts for the SCSI ID of the tape drive. Type the SCSI ID number of the tape drive and press Enter. k. The system prompts for the LUN (Logical Unit Number) of the tape drive. Type 0 (zero) and press Enter. The system then prompts to update the SCSI configuration file. Type y and press Enter. l. A list is displayed showing the special devices created. Press Enter, and a list is displayed showing the links to the installed tape drive. When prompted for a boot string, type q and press Enter to return to the Tape Drive Configuration Program menu. Type q and press Enter to terminate the Tape Drive Configuration Program menu. m. A prompt appears to create a new kernel. Type n (as this is done later) and press Enter to return to the CAM3 main menu. 5. Adding a SCSI CD-ROM Drive. Note: If you are not adding a SCSI CD-ROM drive to this system, go to Step 6. a. Select option 5 from the CAM3 main menu to show the SCSI configuration. Note the host adapter number of each Symbios Logic host adapter. You need these throughout this installation procedure. b. From the CAM3 main menu, select option 2 to add or remove specific devices. A list appears showing the current configuration followed by a menu of choices. To add a CD-ROM drive, select option 3 and press Enter. c. Instructions on using a CD-ROM drive are displayed. Press Enter two more times at the prompts to scroll through the explanatory text and start the mkdev cdrom utility for installing a CD-ROM drive. d. The CD-ROM Configuration Program menu appears. Select option 1 to install a CD-ROM drive and press Enter. e. The system prompts to configure the CD-ROM Drive. Type y and press Enter. f. The system prompts for the identifier of the host adapter that supports this device. If the default is correct, press Enter. If the default is not correct, type: bhba if your SCO UNIX is release 3.2v4x, or slha if your SCO UNIX is OpenServer. Press Enter. g. The system prompts for which host adapter supports the CD-ROM drive. Type the correct host adapter number and press Enter. If this is the first Symbios Logic host adapter added to the SCO UNIX kernel, the system prompts if you want to update the link-kit (add another host adapter). Type y and press Enter. If you entered the host adapter number incorrectly, type n, and press Enter. The system prompts for the host adapter identifier of the preceding step. h. With SCO OpenServer, the system prompts for the bus number of the CD-ROM. Since Symbios Logic host adapters support only one bus per adapter, press Enter to get the default of zero, or type 0 (zero) and press Enter. With SCO 3.2v4x, this prompt does not appear. Proceed to the next step. i. The system prompts for the SCSI ID of the CD-ROM Drive. Type the SCSI ID number and press Enter. j. The system prompts for the LUN (Logical Unit Number) of the CD-ROM drive. Type 0 (zero) and press Enter. k. The system prompts to update the SCSI configuration file. Type y and press Enter. A prompt appears to configure a CD-ROM/TAPE installation device. Unless this is desired, type n and press Enter. A prompt appears to add a high-sierra file system. Type y and press Enter. The system displays the High Sierra/ISO9600 file system Configuration Program menu. Select option 1 to add high-sierra and press Enter. The system updates the SCSI configuration file and returns to the CD-ROM Configuration Program menu. Type q and press Enter to terminate the CD-ROM Configuration Program menu. l. A prompt appears to create a new kernel. Type n (as this is done later) and press Enter. 6. Rebuilding the Kernel. a. The system now returns to the CAM3 main menu. Select option 3 to relink UNIX and press Enter. b. A prompt appears asking to rebuild the kernel. Type y and press Enter. The kernel is now linked, which takes a few minutes. Messages appear while the kernel is linking. c. When the kernel is rebuilt, the system prompts as to whether this kernel is to boot by default. Type y and press Enter. d. The system prompts whether to rebuild the kernel environment. Type y and press Enter. When the CAM3 main menu appears, type q and press Enter. e. To activate the new kernel the you must reboot the system. Type the command: reboot Press Enter. f. Press Enter at the Boot: prompt and the new kernel loads. g. Log in as usual. * Procedure 2 * New System Installation This procedure installs SCO UNIX onto a hard disk drive. This installation is necessary to build a new UNIX kernel that includes your Symbios Logic driver. For more details on UNIX installation refer to the SCO UNIX System Administrator's Reference manual. 1. Link the Symbios Logic BTLD into the UNIX kernel during installation. a. Insert the SCO UNIX installation diskette and reboot the system. For SCO 3.4v4x this diskette is labeled N1, for SCO OpenServer this diskette is labeled Boot Disk. b. At the Boot: prompt type: link Press Enter. c. At the next prompt type: bhba if your SCO UNIX is release 3.2v4x, or slha if your SCO UNIX is OpenServer. Do not remove the diskette. Press Enter. d. When prompted, replace the diskette with the Symbios Logic BTLD diskette, and press Enter. When using the BTLD to install SCO UNIX, the CAM3 configuration tool is automatically installed. e. Continue from this point as a normal installation according to the SCO UNIX documentation. Note: For SCO 3.4v4x, you must include the Extended Utilities package during the installation. For SCO OpenServer, this is done automatically. f. Symbios Logic recommends creating a second copy of the UNIX kernel. Log in as root and issue the command: cp /unix /unix.good This creates a second copy of the UNIX kernel under the name /unix.good. Note: If any problems arise with building the new UNIX kernel, this procedure ensures that a valid copy of the UNIX kernel is still available. To access this valid UNIX kernel, type at the colon after the boot message: unix.good 2. Install SCSI device support. a. After rebooting the system, type: mkdev cam3 Press Enter to continue. b. Continue from Procedure 1, step 2f. * Troubleshooting * The following conditions should exist after a successful installation: The directory etc/conf/sdevice.d should contain a file named bhba or slha, depending on your SCO UNIX version. This file contains the sdevice entries. The directory etc/conf/cf.d contains files sdevice, mdevice, and mscsi. Files sdev.hdr and mdev.hdr describe the values of the possible field entries in the files sdevice and mdevice, respectively. The sdevice file should contain a bhba or slha entry for each Symbios Logic host adapter configured in the system. The second field in the sdevice file should read 'Y'. A bhba or slha entry should appear in the mdevice file. A bhba or slha entry for each configured SCSI device should appear in the mscsi file. Directory etc/conf/pack.d/bhha or directory etc/conf/pack.d/slha should exist and contain the files Driver.o and space.c. The following are some problems and their suggested solutions: AN INTERRUPT CONFLICT MESSAGE APPEARS. In the sdevice file, check the fifth field of the bhba or slha entry for a conflict with that of any competing driver. A SCSI DEVICE IS NOT FOUND. a. Reboot to observe the system configuration table when it appears. b. Look for bhba or slha entries for each SCSI device connected to a Symbios Logic host adapter. c. Check to see that the desired value for each field exists. UNIX SYSTEM BEHAVES UNRELIABLY AFTER A CONFIGURATION CHANGE. Whenever the hardware or software configuration is altered, you must rebuild the kernel. Use the Relink UNIX option of the CAM3 configuration tool, or change to the directory /etc/conf/cf.d and type: ./link_unix to rebuild the kernel. DURING KERNEL REBUILD, AN ERROR MESSAGE INDICATES THE CHARACTER DEVICE NUMBER OF DEVICE cn CONFLICTS WITH THE CHARACTER DEVICE NUMBER OF bhba OR slha. a. Reinstall the proper Symbios Logic driver using the installpkg utility. Remember to relink the kernel. b. Reboot the system. DURING INSTALLATION, THE ROOT DISK IS NOT FOUND, OR THE PARTITIONING OF THE DISK FAILS. a. If your boot drive is a SCSI disk, check that it is assigned SCSI ID 0 (zero), and is configured to host adapter 0 (zero), LUN 0 (zero). b. If a SCSI tape drive is used in the initial installation: Check that the tape drive is assigned SCSI ID 2, and that it is configured to host adapter 0 (zero), LUN 0 (zero). Check that the ID of the tape drive does not conflict with any other SCSI device ID. c. If a SCSI CD-ROM drive is used in the initial installation: Check that the CD-ROM drive SCSI ID is set to 5, and that it is configured to host adapter 0 (zero), LUN 0 (zero). Check that the ID of the CD-ROM drive does not conflict with any other SCSI device ID. d. During installation, you are given the option of retaining current partitions on the root hard disk. For instance, you could have a DOS partition or a user UNIX partition already established on the drive. Usually, these partitions are desired. However, the root and swap partitions are established during installation. If problems exist with these partitions, you may need to execute the DOS FDISK procedure to delete these partitions before installation. ********************** Important Additional Information ********************* How to Remove a SCSI Disk Drive From SCO UNIX 1. From the CAM3 main menu, select the option to add or remove specific devices. A list appears showing the current configuration followed by a menu of choices. To remove a SCSI disk drive, select option 4 and press Enter. 2. A user prompt to review SCSI ID information is displayed. After responding to the prompt, press Enter to start the mkdev .scsi utility for removing a SCSI disk drive. 3. The .scsi utility program menu appears. Select option 2 to remove a disk drive and press Enter. 4. The system prompts to remove a SCSI device. Select option 1 to remove a disk drive and press Enter. 5. The system prompts for the identifier of the host adapter that supports this device. If the default is correct, press Enter. If the default is not correct, type: bhba if your SCO UNIX is release 3.2v4x, or slha if your SCO UNIX is OpenServer Press Enter. 6. The system prompts for which SCSI host adapter supports the disk drive. Respond with the correct host adapter number, and press Enter. If this is the first Symbios Logic host adapter added to the SCO UNIX kernel, the system prompts if you want to update the link-kit (add another host adapter). Type y and press Enter. If you entered the host adapter number incorrectly, type n, and press Enter. The system prompts for the host adapter identifier of the preceding step. 7. With SCO OpenServer, the system prompts for the bus number of the disk drive. Since Symbios Logic host adapters support one SCSI bus per host adapter, press Enter to get the default value of zero. With SCO 3.2v4x, this prompt does not appear. Proceed with the next step. 8. The system prompts for the SCSI ID of the disk drive. Type the SCSI ID number and press Enter. 9. The system prompts for the LUN (Logical Unit Number) of the drive. Type the correct LUN and press Enter, or press Enter for the default value of 0 (zero). 10. The system prompts to update the SCSI configuration file. Type y and press Enter. The system updates the SCSI configuration file and returns to the Main CAM3 Program menu. 11. A prompt appears to create a new kernel to effect the system configuration change. Type n (as this is done later) and press Enter. After all unwanted SCSI disk drives are removed, go to step 6, Rebuilding the Kernel, in Procedure 1.