upgrade revision 1.6 1 $NetBSD: upgrade,v 1.6 1998/11/04 14:23:40 minoura Exp $
2
3 The upgrade to NetBSD _VER is a binary upgrade; it can be quite difficult
4 to advance to a later version by recompiling from source due primarily
5 to interdependencies in the various components.
6
7 To do the upgrade, you must have the bootable install floppy
8 (boot.fs). You must also have at least the "base.tgz" and "kern.tgz"
9 binary distribution sets available, so that you can upgrade with it,
10 using one of the upgrade methods described below. Finally, you must
11 have sufficient disk space available to install the new binaries.
12 Since the old binaries are being overwritten in place, you only need
13 space for the new binaries, which weren't previously on the system.
14 If you have a few megabytes free on each of your root and /usr
15 partitions, you should have enough space.
16
17 Since upgrading involves replacing the boot blocks on your NetBSD
18 partition, the kernel, and most of the system binaries, it has the
19 potential to cause data loss. You are strongly advised to BACK UP ANY
20 IMPORTANT DATA ON YOUR DISK, whether on the NetBSD partition or on
21 another operating system's partition, before beginning the upgrade
22 process.
23
24 To upgrade your system, follow the following instructions:
25
26 Boot your machine using of the boot.fs floppy.
27
28 While booting, you will probably see several warnings. You
29 should be warned that no swap space is present, and that
30 init(8) cannot find /etc/rc. Do not be alarmed, these are
31 completely normal. When you reach the prompt asking you for a
32 shell name, just hit return. Note that once it booted, you
33 may remove the floppy from the drive.
34
35 You will be presented with some information about the upgrade
36 process and a warning message, and will be asked if you wish
37 to proceed with the upgrade process. If you answer
38 negatively, the upgrade process will stop, and your disk will
39 not be modified. If you answer affirmatively, the upgrade
40 process will begin, and your disk will be modified. You may
41 hit Control-C to stop the upgrade process at any time.
42 However, if you hit it at an inopportune moment, your system
43 may be left in an inconsistent (and possibly unusable) state.
44
45 You will be asked if you wish to upgrade your file systems to
46 the new file system format. If you do, reply affirmatively.
47 If you don't have your file systems upgraded now, you should
48 probably do it manually after the install process is complete,
49 by using "fsck -c 2". Read the fsck(8) manual page for more
50 details. Note that this step is only important when upgrading
51 from a pre-NetBSD 1.0 release.
52
53 The upgrade program will then check your root file system,
54 and, if you approved, will upgrade it to the new file system
55 format. It will then mount your root file system on /mnt.
56
57 If your file systems are being upgraded, the upgrade script
58 will copy the new fsck(8) program to your hard disk and
59 upgrade your remaining file systems.
60
61 The upgrade program will then automatically replace the boot
62 blocks on your disk with newer versions, and mount all of your
63 file systems under /mnt. (In other words, your root partition
64 will be mounted on /mnt, your /usr partition on /mnt/usr, etc.)
65
66 If you don't already have the NetBSD distribution sets on your
67 disk, look in the installation section for information on how
68 to transfer them to your disk.
69
70 If you don't have the disk space to copy all of the
71 distribution onto the hard drive, you can do the following:
72
73 Install a kernel on the hard drive as detailed a few
74 paragraphs below, then boot off the hard drive. Now
75 you can copy and install distribution sets
76 incrementally from your lone floppy drive.
77
78 Once the distribution sets are transferred to your disk,
79 continue here. (Obviously, if the NetBSD distribution sets
80 are already on your disk, because you've transferred them
81 before starting the upgrade process, you don't need to
82 transfer them again now!)
83
84 After the software has been transferred to the machine (or
85 mounted, in the case of upgrading via NFS or CD-ROM), change
86 into the directory containing the "base.tgz" distribution set.
87 Once you are there, run the "Set_tmp_dir" command, and hit
88 return at the prompt to select the default answer for the
89 temporary directory's path name. (It should be the path name
90 of the directory that you're in.)
91
92 Run the command "Extract kern" to upgrade the kernel.
93
94 Run the command "Extract base" to upgrade the base
95 distribution.
96
97 Repeat the above two steps for all of the sets you wish to
98 upgrade. (For each, change into the directory containing the
99 set, run "Set_tmp_dir" and accept the default path name, then
100 run the "Extract <setname>" command.)
101
102 If you were previously using the security distribution set,
103 you MUST upgrade to the new version, or you will not be able
104 to log in when the upgrade process is complete. Similarly, if
105 you were not previously using the security set, you must NOT
106 upgrade to the new version.
107
108 When you are done upgrading all of the distribution sets you
109 wish to upgrade, issue the command "Cleanup". It will clean
110 up the installation, by remaking some system databases. When
111 it is complete, all you have to do is to reboot(8) your system.
112
113 Your system has now been upgraded to NetBSD _VER.
114
115 After a new kernel has been copied to your hard disk, your
116 machine is a complete NetBSD _VER system. However, that
117 doesn't mean that you're finished with the upgrade process.
118 There are several things that you should do, or might have to
119 do, to insure that the system works properly.
120
121 First, if you did not upgrade your file systems to the new
122 file system format during the upgrade process, and you are
123 upgrading from a pre-1.0 NetBSD, you may want to do so now,
124 with "fsck -c 2". If you are unsure about the process, it's
125 suggested that you read the fsck(8) manual page.
126
127 Second, you will probably want to get the etc distribution,
128 extract it, and compare its contents with those in your /etc/
129 directory. You will probably want to replace some of your
130 system configuration files, or incorporate some of the changes
131 in the new versions into yours.
132
133 Third, you will probably want to update the set of device
134 nodes you have in /dev. If you've changed the contents of
135 /dev by hand, you will need to be careful about this, but if
136 not, you can just cd into /dev, and run the command "sh
137 MAKEDEV all".
138
139 Fourth, you must deal with certain changes in the formats of
140 some of the configuration files. The most notable change is
141 that the "options" given to many of the file systems in
142 /etc/fstab or by hand have changed, and some of the file
143 systems have changed names. *IMPORTANT*: ANY INSTANCES OF "ufs"
144 IN /etc/fstab MUST BE CHANGED TO "ffs". To find out what the
145 new options are, it's suggested that you read the manual page
146 for the file systems' mount commands, for example mount_nfs(8)
147 for NFS. (Note that the information for mounts of type "ffs",
148 i.e. Fast File Systems, are contained in the mount(8) man
149 page.)
150
151 Finally, you will want to delete old binaries that were part
152 of the version of NetBSD that you upgraded from and have since
153 been removed from the NetBSD distribution. If you are
154 upgrading from a pre-1.0 NetBSD, you might also
155 want to recompile any locally-built binaries, to take
156 advantage of the shared libraries. (Note that any new
157 binaries that you build will be dynamically linked, and
158 therefore take advantage of the shared libraries, by default.
159 For information on how to make statically linked binaries,
160 see the cc(1) and ld(1) manual pages.)
161