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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