User's Guide to OS/2 Warp Version 3 - Part 1

As You Begin
This chapter contains preliminary information to get you ready to install OS/2*.

Complete all the procedures in this chapter. Then choose an installation method.

The OS/2 operating system can be installed over the following products:
 * OS/2 for Windows
 * OS/2 Version 1.3
 * DOS Versions 3.3 or later
 * Microsoft Windows Versions 3.1 or 3.11
 * Windows for Workgroups 3.1 or 3.11
 * Note: OS/2 does not enable the LAN connectivity function of Windows for Workgroups. For information on how to use the network function after installing OS/2, see the online book, Application Considerations.

If you do not need Windows function, you can install OS/2:
 * Without Windows
 * With an earlier version of Windows
 * However, you will not be able to run Windows programs.

Preparing Your System
Before installing OS/2, check the following: Note: Note: If the compression program you are using does not specifically state that it works with OS/2, you will not be able to use the compression program after OS/2 is installed. Note: Both DOS and Windows provide programs that check and list your memory and installed hardware. To view this information, do one of the following:
 * If you are installing on a computer that has Windows on it, make sure you have the diskettes or the CD that was used to install Windows.
 * Some computer manufacturers preinstall Windows on your computer, and then provide a utility program so you can create your own Windows diskettes. If Windows was preinstalled on your computer, create the Windows diskettes before you begin installing OS/2
 * If you used device drivers, fonts, or specific language information files different from those included on the Windows diskettes, or from those that were preinstalled on your computer, you might overwrite these files when installing OS/2. Reinstall those device drivers after installing OS/2.
 * Be sure the files on your hard disk are not compressed. If you are using a DOS compression program, such as Stacker**, AdStor, or DoubleSpace, decompress the disk on which DOS and Windows are installed. Refer to the manual that came with the compression program for instructions.
 * See updates to the Installation program in the README.INS file on the Installation Diskette. Follow these steps:
 * 1) Insert the Installation Diskette into drive A.
 * 2) Turn on the computer. If your computer is already on, press Ctrl+Alt+Del to restart the system.
 * 3) When prompted to do so, remove the Installation Diskette and insert Diskette 1 into the drive; then press Enter.
 * 4) When the Welcome screen appears, press F3 to display a command prompt.
 * 5) Remove Diskette 1 from drive A and reinsert the Installation Diskette. Then do one of the following:
 * 6) *To view the README file online, type tedit readme.ins and press Enter. Press PF4 to quit the editor.
 * 7) *To print a copy of the README file, type copy readme.ins > LPT1 and press Enter. (LPT1 represents the port to which your printer is connected. If you are using another port, type the correct port.)
 * Make sure you have the minimum hardware and software required to install OS/2:
 * An Intel** 80386 SX (or higher) 32-bit microprocessor
 * At least 4MB of random access memory (RAM)
 * A hard disk with 35MB to 50MB of free space, plus an additional 10MB of hard disk space for multimedia support (for example, for a sound card)
 * A 1.44MB diskette drive
 * VGA video support
 * An IBM-compatible mouse
 * If you have PC DOS 6.1 or later installed on your computer, type qconfig at the command line and press Enter.
 * If you have Windows installed on your computer, select Run from the File menu. Then type msd and press Enter.
 * Refer to Special Hardware Considerations if you are using any of the following equipment:
 * Gateway 2000**
 * A system with Phoenix**, AMI**, or Micronics** BIOS
 * ATI** Graphics Ultra** Pro display adapter
 * An EISA system with an Adaptec** 1742A controller card
 * IBM* PS/2 with ABIOS on the Reference Diskette
 * IBM PS/2 Model 76
 * IBM ThinkPad* with a Docking Station
 * A system with an Aox upgrade
 * Quantum** II Hard Card
 * Sony**, Panasonic**, Creative Labs, IBM ISA, Philips**, Mitsumi**, BSR, or Tandy non-SCSI CD-ROM drive
 * Unsupported CD-ROM or SCSI/CD-ROM combination
 * IBM M-Audio Capture and Playback Adapter
 * Sound Blaster**
 * ProAudio Spectrum** 16

Choosing Easy or Advanced Installation
Use Easy Installation to install OS/2 with preselected settings, based on your current hardware and software. The Easy Installation program installs the operating system in the same partition as your DOS and Windows (if you have DOS and Windows installed on your computer), uses the File Allocation Table (FAT) file system, and installs the following OS/2 features on your computer:

Documentation, including:
 * The OS/2 Tutorial
 * Command Reference
 * Windows in OS/2
 * Application Considerations
 * Performance Considerations
 * Printing in OS/2
 * Multimedia

All system fonts

Optional System Utilities, including:
 * Backup Hard Disk
 * Change File Attributes
 * Manage Partition
 * Restore Backed-Up Files
 * Sort Filter

Tools and Games, including:
 * Enhanced Editor
 * Seek and Scan
 * Chess
 * Solitaire
 * OS/2 DOS Support
 * Multimedia Software Support (if required capabilities are detected on your computer)
 * REXX
 * Optional Bit Maps
 * Advanced Power Management (if required capabilities are detected on your computer)
 * PCMCIA (if required capabilities are detected on your computer)

To use Easy Installation, go to Using Easy Installation.

Important

Use Advanced Installation only if you are an experienced computer user. This method lets you customize how OS/2 will be installed on your computer, including: To use Advanced Installation, go to Using Advanced Installation.
 * Installing OS/2 on a drive or partition other than C
 * Installing OS/2 in a logical drive
 * Using the HPFS file system
 * Selecting which of the OS/2 features you want to install
 * Installing OS/2 so it can be used with Boot Manager

Using Easy Installation
This chapter describes how to install OS/2 on your computer using the Easy Installation method. Easy Installation was designed to help you install OS/2 without having to answer technical questions about your computer and its attached hardware. Throughout the installation process, the program will search and detect the type of hardware and software you are using on your computer. Then, the Installation program will install a preselected set of the features of OS/2. If you would prefer to customize the installation of OS/2 on your computer, and if you are experienced at installing operating systems, you might want to use the Advanced Installation method. Refer to Using Advanced Installation for more information about that method. Easy Installation installs OS/2 using defaults (options that are preselected so you don't have to make decisions or selections). If you use this method, OS/2 will be installed as follows:
 * If DOS and Windows are in a primary, drive C partition, OS/2 will be installed in that partition.
 * The partition will not be reformatted.
 * The Dual Boot feature will be automatically set up for you, so you can start your computer from either DOS or OS/2.
 * If you are installing OS/2 Version 3 over a previous version of OS/2, your OS/2 Desktop will be preserved for you.

Preparing for the Installation
During Easy Installation, you will be asked to insert diskettes (or a compact disc (CD), if you are installing from a CD-ROM drive) and to remove diskettes. Follow the directions you see on the screen. Be prepared to: If you have any problems during the installation, press the F1 key to view the online help that is available whenever you see F1=Help at the bottom of a screen. If you have problems with any of your hardware or if you receive error messages during the installation, refer to Solving Installation Problems.
 * Indicate the type of printer that is connected to your computer. If you do not know the type of printer you are using, refer to the documentation that came with your printer.
 * Insert the original diskettes or CD that came with Microsoft Windows. Be sure to have your Windows diskettes or CD handy before you install OS/2.

Installing the Operating System
To install OS/2 using the Easy Installation method, follow these steps: After Diskette 6, you will be asked to reinsert the Installation Diskette and then reinsert Diskette 1. Follow the instructions on the screen. After you remove Diskette 1 and press Enter, you will see the System Configuration screen. A special note about Super VGA displays: If your system has a Super VGA (SVGA) display, you will see a screen at the end of the Installation program where you can configure your computer for the SVGA display. If you do not have a printer attached to your computer, select Do not install default printer and press Enter or click on OK. If you did not receive a Warning message at the beginning of the Installation program, go to step 12. The amount of hard disk space required for each feature is shown to the right of the feature. Follow these steps: For example: e:\winsetup where e: is the letter of the CD-ROM drive, and where \winsetup is the directory that contains the Windows files. View the Tutorial to learn about the features of OS/2 and how to use your Desktop. The tutorial also provides information to help you make the transition from DOS and Windows to OS/2. For more help on using the operating system, you can access the online help system. Press F1 anytime to get help, or if you see a Help push button at the bottom of a screen, you can click on it to get more information about that screen.
 * 1) If your computer is on, close all running applications.
 * 2) Insert the Installation Diskette into drive A.
 * 3) Turn your computer on. If your computer is already on, press Ctrl+Alt+Del to restart it.
 * 4) Remove the Installation Diskette from drive A and insert Diskette 1. Then press Enter. As files are loaded into memory, you will see messages asking you to wait, followed by a black screen. Then the screen appears.
 * 5) If you are installing OS/2 from diskettes, go to step 6. If you are installing from a CD, insert the OS/2 CD into the CD-ROM drive; then press Enter.
 * 6) Use the arrow keys on your keyboard to highlight Easy Installation. Then press Enter.
 * 7) Follow the instructions on the screen. If you are installing from diskettes, you will be asked to remove and insert diskettes as the installation progresses. If you are installing from a CD, you will not see any messages to remove diskettes.
 * 1) The System Configuration screen shows your country configuration and the hardware devices that the Installation program detected on your system. Check the choices on the screen to be sure they are correct. If any of the hardware listed on the screen is incorrect, use the mouse to click on the icon (the small picture) next to the device name. A screen will appear where you can indicate the correct information about your hardware device. If you are unsure about the hardware you are using, refer to the documentation that came with it. Follow the instructions on each screen. Click on Help if you need more information about any screen you see. If the information on the System Configuration screen is correct, click on OK.
 * 1) When the Select System Default Printer window appears, use the arrow keys or your mouse to highlight the name of your printer in the list of printer names. Then indicate the port to which your printer is attached:
 * 2) *If your printer is connected to a parallel port (the connector on the PC end of the printer cable has pins), click on the LPT1, LPT2, or LPT3 button Then press Enter.
 * 3) *If your printer is connected to a serial port (the connector on the PC end of the printer cable has holes), click on the COM1, COM2, COM3, or COM4 button. Then press Enter.
 * 1) If you received a Warning message at the beginning of the Installation program telling you that you did not have enough free disk space to install OS/2, but you decided to continue with the installation anyway, you will see the OS/2 Setup and Installation screen. Go to step 11.
 * 1) The OS/2 Setup and Installation screen lets you select the software features you want to install. You will notice that some features have a check mark next to them, which means they are selected for installation.
 * a. Click on options you do not want to install to deselect them. By deselecting features, you will save hard disk space.
 * b. If a More button appears to the right of an option, click on the button to see additional items you can select or deselect.
 * c. Click on Install when you are done making all your selections
 * 1) Follow the instructions that appear on each screen. You will be asked to remove and insert diskettes, including one or more Printer Driver diskettes.
 * 2) If you have a Super VGA (SVGA) display, you will see the Monitor Configuration/Selection Utility screen. Follow the instructions on the screen; click on Help if you need more information.
 * 3) When prompted to do so, insert the Display Driver diskettes that are part of the OS/2 installation.
 * 4) When a screen appears asking you to insert your Windows diskettes, do one of the following (if Windows was preinstalled on your computer when you bought it, you can skip this step and go to step 18):
 * 5) *If you installed Windows from diskettes, follow these steps:
 * a. Remove the OS/2 diskette that is currently in drive A.
 * b. Insert the requested Windows diskette and press Enter.
 * c. Continue removing and inserting your Windows diskettes as requested.
 * 1) *If you installed Windows from a CD, follow these steps:
 * a. Remove the OS/2 CD from the CD-ROM drive.
 * b. Insert the Windows CD into the CD-ROM drive and press Enter.
 * c. When prompted for the location of the Windows files on the CD, type the drive letter and directory name in the field provided.
 * 1) When prompted to do so, remove the Windows diskette or CD and press Enter.
 * 2) When the OS/2 Installation is complete, you will be prompted to shut down and restart your computer. Click on OK or press enter.
 * 3) When your computer restarts, the OS/2 Tutorial will appear on your screen.

Switching between OS/2 and DOS with Dual Boot
When you install OS/2 using the Easy Installation method, a Dual Boot feature is automatically set up for you as well. Dual Boot lets you switch back and forth between OS/2 and DOS (you might want to do this because some DOS programs do not run under OS/2).

Dual Boot also keeps track of which operating system should start when you turn on your computer. Each time you shut down and restart your computer, it will start (boot) in whichever operating system was last being used. For example, if you shut down your system while DOS is running, your system will start in DOS the next time you turn on your computer.

Starting the Dual Boot Feature
Use the Dual Boot function to switch from one operating system to another:
 * To switch from OS/2 to DOS:
 * Open OS/2 System on your Desktop.
 * Open Command Prompts.
 * Open Dual Boot.
 * When a message appears asking if you want your system to be reset, type Y and press Enter.

Note: If you want to run your DOS programs while OS/2 is running, you can use the DOS sessions that are part of OS/2 for most DOS programs. By using these sessions, you don't have to use Dual Boot, which shuts down your OS/2 session. To use a DOS session, open DOS Window or DOS Full Screen from the Command Prompts folder. For more information about the BOOT command, refer to the Command Reference. The Command Reference is located in the Information folder on your OS/2 Desktop.
 * To switch from DOS to OS/2:
 * At the DOS command prompt, type c:\os2\boot /os2
 * Press Enter.

Installing DOS after Installing OS/2
If you installed OS/2 on drive C, formatted the drive with the FAT file system, and you did not already have DOS installed, your system will still have the Dual Boot capability. However, you must install DOS to use the Dual Boot feature. To add Dual Boot after installing OS/2, follow these steps:
 * 1) Open OS/2 System on your Desktop.
 * 2) Open Command Prompts.
 * 3) Open Dual Boot. A Warning box appears reminding you that DOS was not installed and asking if you want to continue.
 * 4) Type Y and press Enter. You will see messages that your system is being prepared, and then a warning that you must shut down your system. Press Enter to close the window.
 * 5) Shut down your system:
 * a. Position the mouse pointer on a blank space on your Desktop and press mouse button 2.
 * b. Select Shut down... from the menu that appears.
 * c. When a message appears telling you to turn off your computer, do so.
 * 1) Install DOS on your computer. Follow the instructions that came in your DOS package.
 * 2) At the DOS command line, type c:\os2\boot /os2 and press Enter to return to your OS/2 Desktop.

What to Do if Dual Boot Does Not Work
If the BOOT command is unsuccessful when you try to switch from DOS to OS/2, you might have programs running that take up too much of your computer's memory. If so, close the programs before you use the BOOT command. If the programs are loaded from your AUTOEXEC.BAT file, you must deactivate the programs before using the BOOT command.

Using Windows Programs
When you install OS/2 on a computer that has Windows installed on it, all of your Windows functions are still available. If you installed OS/2 with the Easy Installation method, any Windows programs you had on your computer were automatically placed in folders on your OS/2 Desktop. You can also use the Windows Program Manager by opening a WIN-OS/2 command prompt from the Command Prompts folder in the OS/2 System folder. To use your Windows programs after installing OS/2, use the following procedures:
 * To run a Windows program from your OS/2 Desktop:
 * Open WIN-OS/2* Groups, or Windows Programs or Additional Windows Progams (whichever contains the program object you want to open).
 * Open the program you want to use.
 * To run a Windows program from the Windows Program Manager:
 * Open OS/2 System on your Desktop.
 * Open Command Prompts.
 * Open WIN-OS/2 Full Screen or WIN-OS/2 Window.
 * Open the program you want to use.

Installing Windows after Installing OS/2
If you installed OS/2 on a computer that did not have Microsoft Windows on it already, you can install Windows later if you have a partition formatted with the FAT file system. Follow these steps:
 * 1) Start your computer with DOS. Do one of the following:
 * 2) *Open Dual Boot in the Command Prompts folder.
 * 3) *Select DOS from the Boot Manager menu.
 * Note: If you have not installed DOS, refer to the procedure in Installing DOS after Installing OS/2.
 * 1) When a message appears asking if you want your system to be reset, type Y and press Enter.
 * 2) Install Windows in a FAT-formatted partition or logical drive.
 * 3) Shut down your computer, and then restart it with OS/2.
 * 4) Open System Setup in the OS/2 System folder.
 * 5) Open Selective Install
 * 6) When the System Configuration screen appears, select OK.
 * 7) On the OS/2 Setup and Installation screen, select WIN-OS/2 Support. Then select Install
 * 8) When the Advanced Options window appears, select OK to continue.
 * 9) When prompted to do so, insert and remove the numbered OS/2 installation diskettes.
 * 10) When prompted to do so, insert and remove the numbered Windows diskettes.
 * 11) When prompted to do so, shut down and restart your computer so the changes can take effect.

What to Do if You Have Problems during Installation
The installation of OS/2 is generally a straightforward process and, in most cases, you will not encounter any problems. However, if you do have problems either during the installation process or immediately afterwards, refer to Solving Installation Problems. Problems you might encounter include: If these or other problems occur, refer to Solving Installation Problems.
 * A blank screen after installation.
 * An error message with a number and, sometimes, text.
 * A hardware device that does not work. (This problem can occur if you are using hardware that is not supported by OS/2.)