User's Guide to OS/2 Warp Version 3 - Part 5

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Reprint Courtesy of International Business Machines Corporation, © International Business Machines Corporation

User's Guide to OS/2 Warp Version 3
  1. Part 1: Installing OS/2
  2. Part 2: Exploring OS/2
  3. Part 3: Using OS/2
  4. Part 4: Troubleshooting
  5. Part 5: Advanced Installation
  6. Appendix A: Keyboard and Mouse Use
  7. Appendix B: Notices

Part 5 - Advanced Installation

Using Advanced Installation

This chapter provides examples of installing OS/2 on your computer using the Advanced Installation method. Advanced Installation is designed for experienced computer users who want to customize their installation in one or more of the following ways:

  • Select specific software features of OS/2 to install, rather than the preselected group (see Examples 1, 2, 3, 4, and 5)
  • Install OS/2 on a drive or partition other than C (see Examples 1, 2, and 3)
  • Install OS/2 in a logical drive (see Examples 1, 2, and 3)
  • Install OS/2 on a hard disk other than the first disk in the computer (see Example 3)
  • Select the HPFS file system (see step 21 in Example 1)
  • Install OS/2 so it can be used with Boot Manager (see Examples 1, 2, and 3)
  • Install OS/2 on a computer that does not have DOS and Windows on it (see Examples 4 and 5)
  • Install OS/2 in one primary partition and delete all existing information on your hard disk (see Example 5)

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, refer to Solving Installation Problems.

Planning for a Boot Manager Setup

During Advanced Installation, you will be asked to specify how you want to partition your hard disk. If you are installing more than one operating system, you will want to consider setting up multiple partitions to contain them. If you set up multiple partitions, you must install the Boot Manager feature. The Boot Manager helps you manage the selective startup of your operating systems. To find out more about partitioning your hard disk and installing Boot Manager, read Setting Up Your Hard Disk. before continuing with the Advanced Installation. For information about partition sizes, see [dpart].

Installing the Operating System

The sections that follow provide examples of typical installation setups.

  • Example 1 shows how to repartition your hard disk to create a Boot Manager partition, a primary partition for DOS and Windows, and a logical drive for OS/2.
  • Example 2 shows how to preserve an existing partition that already contains DOS and Windows, and create a Boot Manager partition and a logical drive for OS/2 on a hard disk that has available free space.
  • Example 3 shows an installation on a computer with two hard disks. In this example, a Boot Manager partition and a primary partition for DOS and Windows are created on the first hard disk. On the second hard disk, two logical drives are created, one to hold data (with drive letter D) and one for OS/2 (with drive letter E).
  • Example 4 and Example 5 show how to install OS/2 on a computer that has no other operating systems already installed on it. The Boot Manager is not installed in these installation examples.

Note: If you install OS/2 on a computer without Windows, you will not be able to use Windows programs. To make the installation as easy as possible, select the example that most closely resembles your system and the way you want to customize it. If you need more detailed explanations of the Boot Manager, the FDISK utility, the file systems available in OS/2, or hard disk partitioning, please read Setting Up Your Hard Disk.

Note: Be sure you have read As You Begin before installing OS/2.

Example 1

Creating a Boot Manager Partition, a Primary Partition for DOS and Windows, and a Logical Drive for OS/2 and Data. In the following example, a 120MB hard disk that contains one primary partition with DOS and Windows in it will be deleted and replaced with the following partitions:

  • A 1MB Boot Manager partition
  • A 20MB primary partition for DOS and Windows (drive C)
  • A 99MB logical drive for OS/2 and data (drive D)
    Use the following steps to set up your hard disk this way. Of course, you can customize the partition sizes to accommodate the size you want your partitions to be. Be aware that this procedure will delete all data currently on your hard disk.
    1. Back up any data you want to save from the existing partition. (Use your existing operating system to back up the data.)
    2. If your computer is on, close all running programs.
    3. Insert the Installation Diskette into drive A. If you are installing OS/2 from a CD, also insert the OS/2 CD into the CD-ROM drive.
    4. Turn your computer on. If your computer is already on, press Ctrl+Alt+Del to restart it.
    5. 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.
    6. Use the arrow keys on your keyboard to highlight Advanced Installation. Then press Enter.
    7. When the Installation Drive Selection screen appears, select option 2, specify a different drive or partition, and press Enter.
    8. When the Modifying Partitions Warning screen appears, press Enter to continue with the installation.
    9. Delete the existing partition (which you have backed up):
      a. At the FDISK screen, press any key to remove the message box.
      b. Highlight the line that contains the partition you want to delete.
      c. Press Enter to display the Options menu.
      d. Select Delete partition and press Enter.
      e. Repeat steps a through d for any other partitions you want to delete
  1. Create the Boot Manager partition and install the Boot Manager:
    a. Press Enter to display the Options menu.
    b. Select Install Boot Manager and press Enter.
    c. Select Create at Start of Free Space and press Enter.
  2. 11. Create the DOS and Windows primary partition:
    a. At the FDISK screen, highlight the Free Space line and press Enter.
    b. Select Create partition and press Enter.
    c. Type the size of the primary partition (in this example, 20) and press Enter.
    d. Select Primary Partition and press Enter.
    e. Select Create at Start of Free Space and press Enter.
    f. At the FDISK screen, press Enter to display the Options menu.
    g. Select Add to Boot Manager menu and press Enter.
    h. Type a name for this partition (for example, DOS/WIN) and press Enter.
  3. Create the logical drive for OS/2 and your data:
    a. At the FDISK screen, highlight the Free Space line and press Enter.
    b. Select Create partition and press Enter.
    c. Accept the size of the logical drive (in this example, 99) by pressing Enter.
    Note: If you had entered a number smaller than the remaining space on your hard disk (in this example, smaller than 99), you would also have to indicate if you wanted to create the logical drive at the end of free space or at the start of free space.
    d. Select Extended Logical Driveand press Enter.
    e. At the FDISK screen, press Enter to display the Options menu.
    f. Select Add to Boot Manager menu and press Enter.
    g. Type a name for this logical drive (for example, OS2/DATA) and press Enter.
  4. Set up OS/2 as the default (the operating system you want preselected at startup time):
    a. At the FDISK screen, highlight the OS2/DATA line (or whatever name you have given the logical drive) and press Enter.
    b. Select Set startup values and press Enter.
    c. Select Default and press Enter. The name you typed for the logical drive will appear next to Default.
    Note: If you want to change any other startup values, you can do so after installation or you can use the steps under Setting the Menu Display Time now. Then continue with step d.
    d. Press F3.
  5. Exit the FDISK screen:
    a. Press F3.
    b. Press any key to remove the message box.
    c. Select Save and exit and press Enter.
    d. When a message appears confirming that the hard disk partitioning is complete, remove Diskette 1 from drive A. Do not insert the Installation Diskette. Continue with step 15.
  6. Install DOS and Windows:
    a. Insert the DOS installation diskette into drive A, and then press Ctrl+Alt+Del to restart your computer.
    b. Follow the instructions that came with DOS to install it. If prompted to do so during the DOS installation, format the partition and logical drive you created in the previous steps.
    c. After DOS is installed, the Boot Manager menu appears. Select the DOS partition and press Enter.
    d. Install Windows in the primary partition you created for it (in this example, it is drive C). Follow the installation instructions that came with Windows.
    Note: If you receive a message about the Windows swapper file, you should avoid putting the swapper file in the same partition or logical drive as OS/2. However, if you put the Windows swapper file in the same partition or logical drive as OS/2, make sure you leave enough free space for OS/2, and create a temporary Windows swapper file.
  7. Continue the OS/2 installation:
    a. Insert the Installation Diskette into drive A and press Ctrl+Alt+Del to restart your computer.
    b. When the IBM logo screen appears, remove the Installation Diskette and insert Diskette 1into drive A. Then press Enter.
    c. When the Installation Drive Selection screen appears, select option 2, specify a different drive or partition, and press Enter.
    d. When the warning screen appears, press Enter to continue.
  8. Indicate which partition should be used to install OS/2:
    a. At the FDISK screen, press any key to remove the message box.
    b. Highlight the OS2/DATA line (or whatever name you have given the logical drive) and press Enter.
    c. Select Set installable and press Enter.
    d. Press F3 to exit the FDISK screen.
  9. When the Installation Drive Selection screen reappears, select option 1, Accept the drive, and press Enter. (In this example, the screen will show drive D as the selected drive.)
  10. When prompted to do so, remove Diskette 1from drive A and insert Diskette 2. Then press Enter. (If you are installing from a CD, you will not see any messages to remove and insert diskettes.)
  11. When a screen appears asking if you want to format the OS/2 partition, do one of the following:
    • Select Do not format the partition if you want to use the FAT file system. Then press Enter. Continue with step 22.
    • Select Format the partition if you want to use the HPFS file system. Then press Enter. Continue with step 21. Refer to Selecting a File System for an explanation of the file systems.
  12. When the Select the File System screen appears, select the file system with which you want to format the OS/2 logical drive.
  13. 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.
    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 1and press Enter, you will see the OS/2 logo screen, followed by the System Configuration screen:
  14. 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. If you need information about which device drivers to select for your primary or secondary display, refer to Video Procedures 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.
    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.
  15. 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:
    • 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.
    • 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.
      If you do not have a printer attached to your computer, select Do not install default printer and press Enter or click on OK. The OS/2 Setup and Installation screen appears:
  16. If you want to modify your CONFIG.SYS file, you can do so from the OS/2 Setup and Installation screen. Click on Software configuration in the menu bar at the top of the screen. Refer to Modifying the CONFIG.SYS File during Installation for more information.
  17. 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. The amount of hard disk space required for each feature is shown to the right of the feature.

Follow these steps:

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.

27. When the Advanced Options window appears, click on any options you do not

     want to select.  Then click on OK.

28. Follow the instructions that appear on each screen. If you are installing

     from diskettes, you will be asked to remove and insert diskettes,
     including one or more Printer Driver diskettes.  After inserting each
     diskette, click on OK or press Enter.

29. 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.

30. When prompted to do so, insert the Display Driver diskettes that are part

     of the OS/2 installation.

31. When a screen appears asking you to insert your Windows diskettes, do one

     of the following:
       o  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.
       o  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.
               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.
 32. When prompted to do so, remove the Windows diskette or CD and press Enter.
 33. When the OS/2 Installation is complete, you will be prompted to shut down
     and restart your computer.  Click on OK or press Enter.
 34. When your computer restarts, the OS/2 Tutorial will appear on your screen.
Please 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.
Example 2

Creating a Boot Manager Partition, Keeping an Existing Primary Partition for DOS and Windows (without Repartitioning), and Creating Logical Drives for OS/2 and Data

In this example, a hard disk of 120MB currently consists of a primary partition of 40MB (containing DOS and Windows) and a logical drive of 80MB (which might contain data). The DOS/Windows primary partition (drive C) will be preserved, but the logical drive will be deleted and replaced by:

  • A 1MB Boot Manager partition
  • A 39MB logical drive for data (drive D)
  • A 40MB logical drive for OS/2 (drive E)

In this example, you will create free space on your hard disk and then put the Boot Manager partition at the end of the free space. Of course, you can customize the partition sizes to accommodate the size you want your partitions to be. Be aware that this procedure will delete all data currently on the drive you are repartitioning.

1. Back up any data you want to save from the existing logical drive. (Use your existing operating system to back up the data.)

2. If your computer is on, close all running programs.

3. Insert the Installation Diskette into drive A. If you are installing OS/2 from a CD, also insert the OS/2 CD into the CD-ROM drive.

4. Turn your computer on. If your computer is already on, press Ctrl+Alt+Del to restart it.

5. 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.

6. Use the arrow keys on your keyboard to highlight Advanced Installation. Then press Enter.

7. When the Installation Drive Selection screen appears, select option 2, specify a different drive or partition, and press Enter.

8. When the Modifying Partitions Warning screen appears, press Enter to continue with the installation.

9. Delete the existing logical drive (which you have backed up):

a. At the FDISK screen, press any key to remove the message box.

b. Highlight the line that contains information about the logical drive you are going to delete. Then press Enter.

c. Select Delete partition from the Options menu and press Enter.

10. Create the Boot Manager partition and install the Boot Manager:

a. At the FDISK screen, highlight the Free Space line and press Enter.

b. Select Install Boot Manager and press Enter.

c. Select Create at End of Free Space and press Enter.

11. Create the first logical drive (for data):

a. At the FDISK screen, highlight the Free Space line and press Enter.

b. Select Create partition and press Enter.

c. Type the size of the extended logical drive (in this example, 39) and press Enter.

d. Select Extended Logical Driveand press Enter.

e. Select Create at Start of Free Space and press Enter.

12. Create the second logical drive (for OS/2):

a. At the FDISK screen, highlight the Free Space line and press Enter.

b. Select Create partition and press Enter.

c. Accept the size of the extended logical drive (in this example, 40) by pressing Enter.

Note: If you had entered a number smaller than the remaining space on your hard disk (in this example, smaller than 40), you would also have to indicate if you wanted to create the logical drive at the end of free space or at the start of free space.

d. Select Extended Logical Drive and press Enter.

e. Press Enter to display the Options menu.

f. Select Add to Boot Manager menu and press Enter.

g. Type a name for this logical drive (for example, OS/2) and press Enter.

13. Set up OS/2 as the default (the operating system you want preselected at startup time):

a. At the FDISK screen, highlight the OS/2 line (or whatever name you have given this logical drive) and press Enter.

b. Select Set startup values and press Enter.

c. Select Default and press Enter. The name you typed for the OS/2 logical drive will appear next to Default.

Note: If you want to change any other startup values, you can do so after installation or you can use the steps under Setting the Menu Display Time Then continue with step d.

d. Press F3.

14. Indicate which partition should be used to install OS/2:

a. At the FDISK screen, highlight the OS/2 line (or whatever name you have given this logical drive) and press Enter.

b. Select Set installable and press Enter.

15. Add a name for the DOS/Windows partition to the Boot Manager startup menu:

a. At the FDISK screen, highlight the line that contains information about the DOS/Windows partition.

b. Press Enter to display the Options menu.

c. Select Add to Boot Manager menu and press Enter.

d. Type a name for this partition (for example, DOS/WIN) and press Enter.

16. Exit the FDISK screen:

a. Press F3.

b. Select Save and Exit and press Enter.

17. Continue with the installation. You will be asked to reinsert the Installation Diskette and Diskette 1 Follow the messages on the screen.

18. When the Installation Drive Selection screen reappears, select option 1, Accept the drive, and press Enter. (In this example, the screen will show drive E as the selected drive.)

19. When prompted to do so, remove Diskette 1from drive A and insert Diskette 2. Then press Enter. (If you are installing from a CD, you will not see any messages to remove and insert diskettes.)

20. When the Select the File System screen appears, select the file system you want to use for your OS/2 drive. (Refer to Selecting a File System)

21. 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.

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 1and press Enter, you will see the OS/2 logo screen, followed by the System Configuration screen.

22. 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. If you need information about which device drivers to select for your primary or secondary display, refer Video Procedures. 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.

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.

23. 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:

  • 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.
  • 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.

If you do not have a printer attached to your computer, select Do not install default printer and press Enter or click on OK. The OS/2 Setup and Installation screen appears.

24. Click on Options on the menu bar at the top of the screen.

25. Click on Format on the pull-down menu. Then indicate which file system you want to use to format the logical drive you created to hold your data (in this example, the logical drive is drive D). Refer to Selecting a File System for an explanation of the file systems. Click on Format when you are done.

26. When a warning screen appears, click on Format to continue.

27. If you want to modify your CONFIG.SYS file, you can do so from the OS/2 Setup and Installation screen. Click on Software configuration on the menu bar at the top of the screen. Refer to Modifying the CONFIG.SYS File during Installation for more information.

28. 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.

The amount of hard disk space required for each feature is shown to the right of the feature.

Follow these steps:

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.

29. When the Advanced Options window appears, click on any options you do not want to select. Then click on OK.

30. Follow the instructions that appear on each screen. If you are installing from diskettes, you will be asked to remove and insert diskettes, including one or more Printer Driver diskettes. After inserting each diskette, click on OK or press Enter.

31. 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.

32. When prompted to do so, insert the Display Driver diskettes that are part of the OS/2 installation.

33. When the OS/2 Installation is complete, you will be prompted to shut down and restart your computer. Click on OK or press Enter.

34. When your computer restarts, the OS/2 Tutorial will appear on your screen. Please 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.

Example 3

Creating a Boot Manager Partition and a Primary Partition for DOS and Windows on the First Hard Disk, and Logical Drives for OS/2 and Data on the Second Hard Disk

In the following example, a system with two hard disk drives (one 80MB in size with DOS and Windows on it, and the other 200MB in size with programs and data on it) will be reformatted and replaced with the following partitions and logical drives:

  o  The first hard disk:
       -  A 1MB Boot Manager partition
       -  A 79MB primary partition for DOS and Windows (drive C)
  o  The second hard disk:
       -  A 155MB logical drive for programs and data (drive D)
       -  A 45MB logical drive for OS/2 (drive E)

Notice that in this example, because only one primary partition (drive C) is created on the first hard disk, no drive remapping occurs for your data drive drive D). That is, if your data files were previously in drive D on the second hard disk, they will still be in logical drive D after repartitioning and installing OS/2. Of course, you must back up your data files before repartitioning, and then restore the files to drive D when the OS/2 installation is completed.

You will also notice that when you create only logical drives on your second hard disk, the FDISK utility program will automatically set up a small (usually 1MB) primary partition at the start of free space. That is because it must reserve space for the partition table at the start of the hard disk. However, this partition will not be assigned a drive letter, and will not cause drive remapping or interfere with the use of the logical drives you create on this disk.

Use the following steps to set up your hard disks this way. Of course, you can customize the partition sizes to accommodate the size you want your partitions to be. Be aware that this procedure will delete all data currently on your hard disks.

  1. Back up any data you want to save from the existing partitions. (Use your existing operating system to back up the data.) Be sure to back up data on both hard disks.
  2. If your computer is on, close all running programs.
  3. Insert the Installation Diskette into drive A. If you are installing OS/2 from a CD, also insert the OS/2 CD into the CD-ROM drive.
  4. Turn your computer on. If your computer is already on, press Ctrl+Alt+Del to restart it.
  5. 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 a screen appears.
  6. Use the arrow keys on your keyboard to highlight Advanced Installation. Then press Enter.
  7. When the Installation Drive Selection screen appears, select option 2, specify a different drive or partition, and press Enter.
  8. When the Modifying Partitions Warning screen appears, press Enter to continue with the installation.
  9. Delete the existing partition on the first hard disk (which you have backed up):
a. At the FDISK screen, press any key to remove the message box.
b. Highlight the line that contains the partition you want to delete.
c. Press Enter to display the Options menu.
d. Select Delete partition and press Enter.
e. Repeat steps a through d for any other partitions you want to delete on the first hard disk.

10. Create the Boot Manager partition and install the Boot Manager:

a. Press Enter to display the Options menu.
b. Select Install Boot Manager and press Enter.
c. Select Create at Start of Free Space and press Enter.

11. Create the primary partition for DOS and Windows:

a. At the FDISK screen, highlight the Free Space line and press Enter.
b. Select Create partition and press Enter.
c. Accept the size of the partition (in this example, 79) by pressing Enter.

Note: If you had entered a number smaller than the remaining space on your hard disk (in this example, smaller than 79), you would also have to indicate if you wanted to create the partition at the end of free space or at the start of free space.

d. Select Primary Partition and press Enter.
e. At the FDISK screen, press Enter to display the Options menu.
f. Select Add to Boot Manager menu and press Enter.
g. Type a name for this primary partition (for example, DOS/WIN) and press Enter.

12. Delete the existing partition on the second hard disk (which you have backed up):

a. At the FDISK screen, press the Tab key to highlight Disk at the top
   of the screen.
b. Press the Right Arrow key to display the FDISK screen for the second
   hard disk.
c. Press the Tab key to highlight the first partition listed on the
   FDISK screen.
d. Highlight the line that contains the partition you want to delete and
   press Enter.
e. Select Delete partition and press Enter.
f. Repeat steps a through e for any other partitions you want to delete
   on the second hard disk.

13. Create the logical drive for OS/2:

a. At the FDISK screen, highlight the Free Space line and press Enter.
b. Select Create partition and press Enter.
c. Type the size of the logical drive (in this example, 45) and press Enter.
d. Select Extended Logical Drive and press Enter.
e. Select Create at End of Free Space and press Enter.
f. Press Enter to display the Options menu.
g. Select Add to Boot Manager menu and press Enter.
h. Type a name for this logical drive (for example, OS/2) and press Enter.

14. Set up OS/2 as the default (the operating system you want preselected at startup time):

a. At the FDISK screen, highlight the OS/2 line (or whatever name you
   have given the logical drive for OS/2) and press Enter.
b. Select Set startup values and press Enter.
c. Select Default and press Enter.  The name you typed for the OS/2
   logical drive will appear next to Default.

Note: If you want to change any other startup values, you can do so after installation or you can use the steps under Setting the Menu Display Time now. Then continue with step d.

d. Press F3.

15. Create the logical drive for data:

       a. At the FDISK screen, highlight the Free Space line and press Enter.
       b. Select Create partition and press Enter.
       c. Accept the size of the logical drive (in this example, 155) by
          pressing Enter.
          Note:  If you had entered a number smaller than the remaining space
          on your hard disk (in this example, smaller than 155), you would also
          have to indicate if you wanted to create the partition at the end of
          free space or at the start of free space.
       d. Select Extended Logical Drive and Press Enter.
 16. Exit the FDISK screen:
       a. Press F3.
       b. Press any key to remove the message box.
       c. Select Save and exit and press Enter.
       d. When a message appears confirming the hard disk partitioning is
          complete, remove Diskette 1from drive A.  Do not insert the
          Installation Diskette.  Continue with step 17.
 17. Install DOS and Windows on the first hard disk:
       a. Insert the DOS installation diskette into drive A, and then press
          Ctrl+Alt+Del to restart your computer.
       b. Follow the instructions that came with DOS to install it.  If
          prompted to do so during the DOS installation, format the partition
          and logical drives you created in the previous steps.
       c. After DOS is installed, the Boot Manager menu appears.  Select the
          DOS partition and press Enter.
       d. Install Windows in the primary partition you created for it (in this
          example, it is drive C).  Follow the installation instructions that
          came with Windows.
          Note:  If you receive a message about the Windows swapper file, you
          should avoid putting the swapper file in the same partition or
          logical drive as OS/2.  However, if you put the Windows swapper file
          in the same partition or logical drive as OS/2, make sure you leave
          enough free space for OS/2, and create a temporary Windows swapper
          file.
 18. Continue the OS/2 installation:
       a. Insert the Installation Diskette into drive A and press Ctrl+Alt+Del
          to restart your computer.
       b. When the IBM logo screen appears, remove the Installation Diskette
          and insert Diskette 1into drive A.  Then press Enter.
       c. When the Installation Drive Selection screen appears, select option
          2, specify a different drive or partition, and press Enter.
       d. When the warning screen appears, press Enter to continue.
 19. Indicate which partition should be used to install OS/2:
       a. At the FDISK screen, press any key to remove the message box.
       b. Press the Tab key to highlight Disk at the top of the FDISK screen.
       c. Press the Right Arrow key to display the FDISK screen for the second
          hard disk.
       d. Press the Tab key to highlight the first partition listed on the
          FDISK screen.
       e. Highlight the OS/2 line (or whatever name you have given the OS/2
          logical drive) and press Enter.
       f. Select Set installable and press Enter.
       g. Press F3 to exit the FDISK screen.
 20. When the Installation Drive Selection screen reappears, select option 1,
     Accept the drive, and press Enter.  (In this example, the screen will show
     drive E as the selected drive.)
 21. When prompted to do so, remove Diskette 1from drive A and insert Diskette
     2.  Then press Enter.  (If you are installing from a CD, you will not see
     any messages to remove and insert diskettes.)
 22. When a screen appears asking if you want to format the OS/2 partition, do
     one of the following:
       o  Select Do not format the partition if you want to use the FAT file
          system.  Then press Enter.  Continue with step 24.
       o  Select Format the partition if you want to use the HPFS file system.
          Then press Enter.  Continue with step 23.
         Refer to Selecting a File System for an explanation of the file
         systems.
 23. When the Select the File System screen appears, select the file system
     with which you want to format the OS/2 logical drive. If a warning screen
     appears, press Enter to continue with the installation.
 24. 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.
 25. 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 1and press Enter, you will see the OS/2 logo
     screen, followed by the System Configuration screen.
 26. 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.  If you need information
     about which device drivers to select for your primary or secondary
     display, refer to Video Procedures.
     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.
     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.
 27. 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:
       o  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.
       o  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.
         If you do not have a printer attached to your computer, select Do not
         install default printer and press Enter or click on OK. The OS/2 Setup
         and Installation screen appears.
 28. Click on Options on the menu bar at the top of the screen.
 29. Click on Format on the pull-down menu.  Then indicate which file system
     you want to use to format the logical drive you created to hold data (in
     this example, the logical drive is drive D).  Refer to Selecting a File
     System for an explanation of the file systems.  Click on Format when you
     are done.
 30. When a warning screen appears, click on Format to continue.
 31. If you want to modify your CONFIG.SYS file, you can do so from the OS/2
     Setup and Installation screen.  Click on Software configuration in the
     menu bar at the top of the screen.  Refer to Modifying the CONFIG.SYS File
     during Installation for more information.
 32. 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.
     The amount of hard disk space required for each feature is shown to the
     right of the feature.
     Follow these steps:
       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.
 33. When the Advanced Options window appears, click on any options you do not
     want to select.  Then click on OK.
 34. Follow the instructions that appear on each screen.  If you are installing
     from diskettes, you will be asked to remove and insert diskettes,
     including one or more Printer Driver diskettes.  After inserting each
     diskette, click on OK or press Enter.
 35. 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.
 36. When prompted to do so, insert the Display Driver diskettes that are part
     of the OS/2 installation.
 37. When a screen appears asking you to insert your Windows diskettes, do one
     of the following:
       o  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.
       o  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.
               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.
            d. When prompted to do so, remove the Windows diskette or CD and
               press Enter.
            e. When the OS/2 Installation is complete, you will be prompted to
               shut down and restart your computer.  Click on OK or press
               Enter.
            f. When your computer restarts, the OS/2 Tutorial will appear on
               your screen.
Please 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.
Example 4

Creating a Primary Partition for OS/2 and a Logical Drive for Data The following example shows how to set up your hard disk to install OS/2 in one partition and your data in another partition. It does not involve the installation of the Boot Manager. You can use this setup if you are installing on a computer that does not have DOS, Windows, or any other operating systems on it, or if you want to replace all existing operating systems with OS/2. In this example, an 80MB hard disk is replaced by:

  • A 45MB primary partition in which OS/2 will be installed (drive C)
  • A 35MB logical drive, which will be used to hold programs and data (drive D)

Use the following steps to set up your hard disk this way. Of course, you can customize the partition sizes to accommodate the size you want your partitions to be. Be aware that this procedure will delete all data currently on your hard disk.

  1. Back up any data you want to save from the existing partition. (Use your existing operating system to back up the data.)
  2. Insert the Installation Diskette into drive A. If you are installing OS/2 from a CD, also insert the OS/2 CD into the CD-ROM drive.
  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.
  5. Use the arrow keys on your keyboard to highlight Advanced Installation. Then press Enter.
  6. When the Installation Drive Selection screen appears, select option 2, specify a different drive or partition, and press Enter.
  7. When the Modifying Partitions Warning screen appears, press Enter to continue with the installation.
  8. Delete the existing partition (which you have backed up):
    a. At the FDISK screen, press any key to remove the message box.
    b. Press Enter to display the Options menu.
    c. Select Delete partition and press Enter.
  9. Create the primary partition for OS/2:
    a. Press Enter to display the Options menu.
    b. Select Create partition and press Enter.
    c. Type the size of the primary partition (in this example, 45) and press Enter.
    d. Select Primary Partition and press Enter.
    e. Select Create at Start of Free Space and press Enter.
  10. Indicate that this partition should be used to install OS/2:
    a. Press Enter to display the Options menu.
    b. Select Set installable and press Enter.
    c. Type a name for the partition (for example, OS/2), and press Enter.
  11. Create the logical drive for your data:
    a. Highlight the Free Space line.
    b. Press Enter to display the Options menu.
    c. Select Create partition and press Enter.
    d. Accept the size of the extended logical drive (in this example, 35) by pressing Enter.
    Note: If you had entered a number smaller than the remaining space on your hard disk (in this example, smaller than 35), you would also have to indicate if you wanted to create the logical drive at the end of free space or at the start of free space.
    e. Select Extended Logical Drive and press Enter.
  12. Exit the FDISK screen:
    a. Press F3.
    b. Select Save and Exit and press Enter.
  13. Follow the instructions on the screen to remove and insert diskettes.
  14. When the Welcome screen reappears, select Advanced Installation and press Enter.
  15. When the Installation Drive Selection screen reappears, select option 1, Accept the drive, and press Enter. (In this example, the screen will show drive C as the selected drive.)
  16. When prompted to do so, remove Diskette 1from drive A and insert Diskette 2. Then press Enter. (If you are installing from a CD, you will not see any messages to remove and insert diskettes.)
  17. When the Select the File System screen appears, select the file system you want to use for your OS/2 partition. (Refer to Selecting a File System.)
  18. When prompted to do so, remove and insert diskettes. 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 1and press Enter, you will see the OS/2 logo screen, followed by the System Configuration screen.
  19. 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.  If you need information
     about which device drivers to select for your primary or secondary
     display, refer to Video Procedures.
     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.
     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.
 20. 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:
       o  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.
       o  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.
         If you do not have a printer attached to your computer, select Do not
         install default printer and press Enter or click on OK. The OS/2 Setup
         and Installation screen appears.
 21. Click on Options on the menu bar at the top of the screen.
 22. Click on Format on the pull-down menu.  Then indicate which file system
     you want to use to format the logical drive you created to hold data (in
     this example, the logical drive is drive D). Refer to Selecting a File
     System for an explanation of the file systems.  Click on Format when you
     are done.
 23. When a warning screen appears, click on Format to continue.
 24. If you want to modify your CONFIG.SYS file, you can do so from the OS/2
     Setup and Installation screen.  Click on Software configuration on the
     menu bar at the top of the screen. Refer to Modifying the CONFIG.SYS File
     during Installation for more information.
 25. 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.
     The amount of hard disk space required for each feature is shown to the
     right of the feature.
     Follow these steps:
       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.
 26. When the Advanced Options window appears, click on any options you do not
     want to select.  Then click on OK.
 27. Follow the instructions that appear on each screen.  If you are installing
     from diskettes, you will be asked to remove and insert diskettes,
     including one or more Printer Driver diskettes.  After inserting each
     diskette, click on OK or press Enter.
 28. 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.
 29. When prompted to do so, insert the Display Driver diskettes that are part
     of the OS/2 installation.
 30. When the OS/2 Installation is complete, you will be prompted to shut down
     and restart your computer.  Click on OK or press Enter.
 31. When your computer restarts, the OS/2 Tutorial will appear on your screen.

Please 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.

Example 5

Creating One Primary Partition for OS/2

The following example shows how to set up your hard disk to install OS/2 in one primary partition (drive C). It does not involve the installation of the Boot Manager. You can use this setup if you want to reformat your existing hard disk and replace all the information on the disk with OS/2. You can also use this example if you want to reformat your hard disk with a different file system (for example, you now want to use the FAT file system on a computer that was previously formatted with the HPFS file system).

In this example, an 80MB hard disk is replaced by:

  • An 80MB primary partition in which OS/2 will be installed (drive C)

Use the following steps to set up your hard disk this way. Of course, the size of your hard disk may be different from the size of the disk used in this example. Be aware that this procedure will delete all data currently on your hard disk.

  1. Back up any data you want to save from the existing partition. (Use your
     existing operating system to back up the data.)
  2. Insert the Installation Diskette into drive A. If you are installing OS/2
     from a CD, also insert the OS/2 CD into the CD-ROM drive.
  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.
  5. Use the arrow keys on your keyboard to highlight Advanced Installation.
     Then press Enter.
  6. When the Installation Drive Selection screen appears, select option 2,
     specify a different drive or partition, and press Enter.
  7. When the Modifying Partitions Warning screen appears, press Enter to
     continue with the installation.
  8. Delete existing partitions (which you have backed up):
       a. At the FDISK screen, press any key to remove the message box.
       b. Press Enter to display the Options menu.
       c. Select Delete partition and press Enter.
       d. Repeat steps a through c for all partitions you want to delete.
  9. Create the primary partition for OS/2:
       a. Highlight the Free Space line and press Enter.
       b. From the Options menu, select Create partition and press Enter.
       c. Accept the size of the partition (in this example, 80) by pressing
          Enter.
       d. Select Primary Partition and press Enter.
 10. Indicate that this partition should be used to install OS/2:
       a. Press Enter to display the Options menu.
       b. Select Set installable and press Enter.
       c. Type a name for the partition (for example, OS/2), and press Enter.
 11. Exit the FDISK screen:
       a. Press F3.
       b. Select Save and Exit and press Enter.
 12. Follow the instructions on the screen to remove and insert diskettes.
 13. When the Welcome screen reappears, select Advanced Installation and press
     Enter.
 14. When the Installation Drive Selection screen reappears, select option 1,
     Accept the drive, and press Enter.  (In this example, the screen will show
     drive C as the selected drive.)
 15. When prompted to do so, remove Diskette 1from drive A and insert Diskette
     2.  Then press Enter.  (If you are installing from a CD, you will not see
     any messages to remove and insert diskettes.)
 16. When the Select the File System screen appears, select the file system you
     want to use for your OS/2 partition. (Refer to Selecting a File System.)
 17. When prompted to do so, remove and insert diskettes. 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 1and press Enter, you will see the OS/2 logo screen, followed by
     the System Configuration screen.
 18. 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.  If you need information
     about which device drivers to select for your primary or secondary
     display, refer to Video Procedures.
     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.
     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.
 19. 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:
       o  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.
       o  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.
         If you do not have a printer attached to your computer, select Do not
         install default printer and press Enter or click on OK. The OS/2 Setup
         and Installation screen appears.
 20. If you want to modify your CONFIG.SYS file, you can do so from the OS/2
     Setup and Installation screen.  Click on Software configuration on the
     menu bar at the top of the screen.  Refer to Modifying the CONFIG.SYS File
     during Installation for more information.
 21. 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.
     The amount of hard disk space required for each feature is shown to the
     right of the feature. Follow these steps:
       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.
 22. When the Advanced Options window appears, click on any options you do not
     want to select.  Then click on OK.
 23. Follow the instructions that appear on each screen.  If you are installing
     from diskettes, you will be asked to remove and insert diskettes,
     including one or more Printer Driver diskettes.  After inserting each
     diskette, click on OK or press Enter.
 24. 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.
 25. When prompted to do so, insert the Display Driver diskettes that are part
     of the OS/2 installation.
 26. When the OS/2 Installation is complete, you will be prompted to shut down
     and restart your computer.  Click on OK or press Enter.
 27. When your computer restarts, the OS/2 Tutorial will appear on your screen.

Please 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.

Configuring Your Boot Manager Menu

After installing OS/2 (and the Boot Manager), you can go back and make changes to the Boot Manager menu, such as how long the menu should be displayed and how information on the menu should appear. To do so, follow these steps:

  1. Open OS/2 System on your Desktop.
  2. Open Drive.
  3. Press mouse button 2 to display a pop-up menu.
  4. Select Create partition.
  5. At the Fixed Disk Utility screen, make any changes you want to the setting. Select Help if you need more information.
Setting the Menu Display Time

To indicate how long you want the Boot Manager startup menu displayed when you start your system, follow these steps:

1. From the Startup Values menu, you can do one of the following:
       o  If you want the menu displayed for a certain period of time before
          the default operating system starts, accept the value of Yes.
       o  If you want the menu to be displayed indefinitely (until you
          explicitly select a choice from the menu), highlight Timer and press
          Enter to change the value to No.
2. If you accepted the value of Yes, indicate how long you want the menu
   displayed before the default operating system is started. You can do one
   of the following:
       o  Accept the value listed next to Timeout.
       o  Change the value as follows:
            a. Select Timeout and press Enter.
            b. Type the amount of time (in seconds) that you want the menu
               displayed before the preselected operating system is
               automatically started.
            c. Press Enter.
Setting the Menu Mode

You can select either Normal or Advanced for the Boot Manager menu mode. If you select Advanced, your Boot Manager menu will include additional information about your partitions. To change the mode that is currently displayed, follow these steps:

  1. Highlight Mode on the Startup Values menu.
  2. Press Enter.

When you have finished configuring your Boot Manager menu, press F3.

Bypassing the Boot Manager Menu

After the Boot Manager is installed, you can use the SETBOOT command if you want to restart your computer to a specified drive without going through the Boot Manager menu. The SETBOOT command immediately restarts the system. The parameter for SETBOOT is /IBD:drive, where drive is the letter of a startable partition. For example, from the OS/2 command prompt, you can type:

setboot /ibd:e

to restart your system and start the operating system using drive E, without displaying the Boot Manager menu. See the Command Reference for more information about the SETBOOT command. (The Command Reference is located in the Information folder on your OS/2 Desktop.)

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:

  • 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.)

Using a Response File to Install OS/2

This section describes how to use a response file to install OS/2. It is intended primarily for people who will be setting up workstations for others to use.

Understanding Response File Installation

If you have installed previous versions of OS/2 or other operating systems, you are familiar with installation procedures that require you to insert and remove a series of diskettes and answer screen prompts. When you use a response file to install, it is not necessary to answer any screen prompts. All the answers are in a response file that you place on installation Diskette 1 The Installation program reads the file from Diskette 1instead of prompting you for the installation information.

Adding the Sample Response File to Your System

A sample response file is included on the OS/2 installation diskettes. When you install the operating system, this response file (called SAMPLE.RSP) is placed in the OS2\INSTALL directory. The SAMPLE.RSP file and other files needed for a response file installation are not automatically installed on your system if you installed OS/2 using the Easy Installation method. You must add these files to your system in order to use them. Follow these steps:

  1. Open OS/2 System on your Desktop.
  2. Open System Setup.
  3. Open Selective Install.  The Software Configuration screen appears.
  4. Select Optional System Utilities.
  5. Select the More push button to the right of Optional System Utilities.  A
     window appears with a list of utilities.
  6. Place a check mark next to Installation Utilities; then select Install.
  7. When prompted to do so, insert the requested installation diskettes.
     Select OK when you are done.
Modifying the Sample Response File

After you install the SAMPLE.RSP file on your own system, you can modify the SAMPLE.RSP file and use it to install OS/2 on another workstation. Use an editor (such as the System Editor) to modify the sample response file. The following is an excerpt from the sample response file:

*************************************
*AlternateAdapter
*;
*	Specifies secondary adapter for two display systems.
*	This should be a  lower or equal resolution display since
*	the highest resolution display will be primary for PM.
*
*	Valid Parms
*
*	   0=None (DEFAULT)
*	   1=Other than following (DDINSTAL will handle)
*	   2=Monochrome /Printer Adapter
*	   3=Color Graphics Adapter
*	   4=Enhanced Graphics Adapter
*	   5=PS/2 Display Adapter
*	   6=Video Graphics Adapter
*	   7=8514/A Adapter
*	   8=XGA Adapter
*	   9=SVGA Adapter
*************************************
AlternateAdapter=0
Copying the Response File to Diskette 1

Use the following steps to make changes to the sample response file. After making the changes, you will copy the file to a copy of Diskette 1. You must also make some modifications to the copy of Diskette 1to make room on it for the response file.

  1. Install OS/2 on a computer.
  2. Open OS/2 System on your Desktop.
  3. Open Command Prompts.
  4. Open OS/2 Window.
  5. Insert Diskette 1into drive A.
  6. Type diskcopy a: a: and press Enter.
  7. When prompted to do so, remove Diskette 1from drive A and insert a blank,
     formatted diskette.  (This diskette will be used to make a copy of
     Diskette 1)
  8. Make sure the copy of Diskette 1is in drive A.  Then type del a:\mouse.sys
     and press Enter.
  9. Type del a:\sysinst2.exe and press Enter.
 10. If you are installing from a CD, this step is not necessary; go to step
     10.  If you are installing from diskettes, type del a:\bundle and press
     Enter.
 11. To edit the CONFIG.SYS file on the copy of Diskette 1 type e a:\config.sys
     and press Enter.
 12. Change the following statement from:
     SET OS2_SHELL=SYSINST2.EXE to the following:
     SET OS2_SHELL=RSPINST.EXE A:\OS2SE30.RSP
 13. Delete the following statement from the CONFIG.SYS file:
     DEVICE=MOUSE.SYS
 14. Save and close the CONFIG.SYS file. At the prompt, type the following and
     press Enter after each command:
     CD\OS2\INSTALL
     COPY SAMPLE.RSP OS2SE30.RSP
 15. Use an editor (such as the System Editor) to make your changes to the
     response file so you can use it for installing OS/2. Then save and close
     the file.
 16. At the prompt, type the following and press Enter after each command:
     COPY OS2SE30.RSP A:
     COPY C:\RSPINST.EXE A:\
 17. Remove the copy of Diskette 1from drive A.
 18. If you have a non-Micro Channel computer, go to step 20. f you have a
     Micro Channel computer and the Reference Diskette contains ABIOS.SYS and
     *.BIO files, you will also need to modify the Installation Diskette that
     came with OS/2.  Follow these steps:
       a. Insert the Installation Diskette into drive A.
       b. Type diskcopy a: a: and press Enter.
       c. When prompted to do so, remove the Installation Diskette from drive A
          and insert a blank, formatted diskette.  Then press Enter. This makes
          a copy of the Installation Diskette, which you will use in the next
          step.
       d. Make sure the copy you just made of the Installation Diskette is in
          drive A.  Type the following and press Enter after each command:
          DEL A:\*.BIO
          DEL A:\ABIOS.SYS
       e. Remove the copy of the Installation Diskette from drive A and insert
          the Reference Diskette.
       f. Type the following and press Enter after each command:
          COPY A:\*.BIO C:\
          COPY A:\ABIOS.SYS C:\
       g. Remove the Reference Diskette from drive A and insert the copy of the
          Installation Diskette.  Type the following and press Enter after each
          command:
          COPY C:\*.BIO A:\
          COPY C:\ABIOS.SYS A:\
          Note:  This Installation Diskette copy is now system-specific. You
          will need to create a modified Installation Diskette for each type of
          system on which you are installing OS/2.
       h. Use this copy of the Installation Diskette during the installation
          process.
 19. When prompted for Diskette 1during the installation, insert the modified
     copy you made of Diskette 1and press Enter.
     From this point on, the Installation program will prompt only for the
     insertion of diskettes.  No other installation actions are necessary.
 20. When prompted to insert Diskette 1again, insert the original Diskette
     1into drive A.

Response files can be used to install the same set of options on multiple workstations. However, be sure that the workstations are set up with the same set of options and hardware.

Installing OS/2 from a Local Area Network Source

You can use a response file to direct the installation from a source other than a diskette in drive A. For example, in a local area network (LAN), you could direct the installation to a drive on the server. This type of installation requires additional software (such as a LAN support product). Be aware of the following requirements for remote installation of OS/2:

  o  The RAM requirements vary from 6MB to 10MB or more, depending on the
     installation variables.
       -  Redirected remote installation requires more RAM than disk
          installation because the SWAPPER.DAT file is not active.
       -  If you are doing a redirected remote installation without CID
          (configuration, installation, and distribution), you need only about
          6MB of RAM.
       -  If you are using CID, the RAM requirements usually range from 6MB to
          8MB.
       -  If you are using a process on top of CID, such as NVDM/2, 8MB to 10MB
          (or more) might be required.  The main variable with CID is the size
          of the REXX procedure and which dynamic link libraries it pulls in.
          With remote installation, the LAN connection utility programs are the
          main variables.  The version of OS/2 that you are installing is
          another variable.
  o  During remote installation, the SWAPPER.DAT file is not active because the
     disk partition containing the active swapper file cannot be formatted
     during installation.  The SWAPPER.DAT file can be made active, but the
     disk partition has to be a local partition and it has to be preformatted.
     To activate the SWAPPER.DAT file, you must edit the CONFIG.SYS file. To do
     this, replace the existing MEMMAN=NOSWAP statement with the following:
     MEMMAN=SWAP,PROTECT
     SWAPPATH=D:\ 2048 4096
  o  Personal computers might require more RAM because the network drivers
     might have to store more data in the RAM buffers until the processor is
     able to handle the data.
For more information, refer to the following IBM publications:
     OS/2 Version 2.1 Remote Installation and Maintenance
      (GG24-3780)
     NTS/2 Redirected Installation and Configuration Guide (S96F-8488)
     NTS/2 LAN Adapter and Protocol Support Configuration Guide (S96F-8489)
     Automated Installation for CID-Enabled OS/2 2.x (GG24-3783)
     Automated Installation for CID-Enabled Extended Services, LAN Server V3.0
     and Network Transport Services/2 (GG24-3781)

Setting Up Your Hard Disk

This chapter provides a detailed explanation of the Boot Manager feature available in OS/2, as well as information about hard disk partitioning and the FDISK utility program. This chapter will help you plan the setup of your hard disk before you begin installing OS/2.

In addition, this chapter provides detailed descriptions of some of the installation tasks that are outlined in Using Advanced Installation. If you want more information about an Advanced Installation task as you are installing, refer to the descriptions in this chapter.

What Is the Boot Manager?

When you install multiple operating systems on your computer, you can use the Boot Manager feature to manage the selective startup of those systems. The Boot Manager startup menu lets you select which operating system you want to be active each time you start your system.

The following is an example of what the Boot Manager startup menu would look like if you installed the Boot Manager and three operating systems. This menu would be displayed each time you started your computer, so that you could select which operating system should start.

You use the FDISK utility program during the installation of OS/2 to install the Boot Manager feature. FDISK is a program supplied with OS/2 that can be used to manage such tasks as creating and deleting the partitions on your hard disk. Partitions are divisions you create on your hard disk to use as separate storage areas.

The following is a brief list of the steps you follow to set up your hard disk for multiple operating systems.

  • You install the Boot Manager in its own partition (usually 1MB in size).
  • You then create partitions for any operating systems (including OS/2) you are going to install.
  • Next, you install the other operating systems in the partitions you created for them. (If you want OS/2 to work with DOS and Windows, you must install DOS and Windows first. Otherwise, most operating systems can be installed after installing OS/2.)
  • Finally, you install the OS/2 operating system.

Hard Disk Partitioning

A hard disk can be partitioned in several different ways. For example, your hard disk can have one partition that takes up the entire hard disk. However, if you are going to install multiple operating systems on your hard disk (and install the Boot Manager feature), you must separate the hard disk into multiple partitions. During the Advanced installation, you will be asked how you want your partitions set up. The default choice is to set up one partition (if you are installing on a hard disk with no data) or to preserve the setup of an existing hard disk. If you choose to specify your own partition, the FDISK screen is displayed. From the FDISK screen, you specify the number and type of partitions that you want created. Your hard disk can be separated into a maximum of four primary partitions. You can create primary partitions, which are typically used for operating systems. Note: If a partition is going to contain an operating system, the partition must be within the first 1024 cylinders. You can also create logical drives in an area of the hard disk that is outside the primary partitions. This area is known as the extended partition. The logical drives within the extended partition are typically used to hold programs and data. You can have four primary partitions or three primary partitions and one extended partition. If you are going to install multiple operating systems on your hard disk, you must create one primary partition to contain the programs that manage the startup of multiple operating systems. (This partition is referred to as the Boot Manager partition.) After the Boot Manager partition is created, you can create up to three additional primary partitions (to hold three operating systems). An important aspect of primary partitions is the fact that, at any moment in time, only one of the primary partitions is active. When a given primary partition is active, any other primary partitions on the same physical disk cannot be accessed. Therefore, the operating system in one primary partition cannot access the data in another primary partition on the same physical disk. Another way of subdividing your hard disk is to create logical drives within an extended partition. Logical drives are typically used to hold programs and data.

However, you can also install OS/2  in a logical drive.

The extended partition takes the place of one of the primary partitions on your hard disk. In other words, if you create logical drives within an extended partition, your hard disk can contain only three primary partitions. If two logical drives have been set aside for data. That data can be shared by all the operating systems (provided the file system formats of the logical drives are compatible with the operating systems). All of the logical drives exist within one partition-the extended partition. You don't explicitly create the extended partition. The extended partition is created the first time you create a logical (non-primary) drive. One of the differences between a logical drive and a primary partition is that each logical drive is assigned a unique drive letter. However, all primary partitions on a hard disk share the same drive letter. (On the first hard disk in your system, the primary partitions share drive C). This means that only one primary partition on a hard disk can be accessed at one time. (Note that the Boot Manager partition is different from other primary partitions because it is never assigned a drive letter.) If you want OS/2 to be able to access the data in the partition of another operating system (for example, the DOS partition), install OS/2 in a logical drive. Notice the drive letter assignments in this illustration. The operating system that is active when you start the system performs a process known as drive mapping, in which partitions and logical drives are assigned drive letters. All the primary partitions are mapped first and all logical drives within extended partitions are assigned subsequent drive letters (up through Z). Important: Only one primary partition per hard disk can be active at a time. So, only one primary partition is actually assigned the letter C at any one time. The other primary partitions are not mapped. An operating system maps only those drives with a format type that it supports. For example, DOS does not support the installable file system (IFS) format. (The High Performance File System is an example of an IFS format.) Therefore, any partition or logical drive that is formatted with IFS is not mapped by DOS and is not assigned a drive letter. In the following figure, DOS is active in a primary partition. (The other primary partitions are not mapped.) Drive D is formatted for the File Allocation Table (FAT) file system, which DOS recognizes. However, the next drive is formatted with a file system that DOS does not recognize. Therefore, DOS ignores this drive. Some versions of DOS (such as DOS Version 5.0) will recognize the last partition on the hard disk (in this example) and assign it the letter E. In other versions of DOS, no drives beyond the HPFS drive are recognized. Therefore, no data in those partitions can be used by DOS. Because of the problems that can result when drives are remapped, you should avoid deleting logical drives that exist in the middle of your hard disk. For example, if you were to delete a logical drive from the middle of your disk, the subsequent drives would be remapped. (Drive F would become drive E, and so on.) Problems would result if any programs refer to the former drive letter. The important thing to remember when you are setting up your system is that only one primary partition can be accessible (active) on each hard disk at any system startup. On the other hand, all the logical drives within the extended partition are accessible (provided their file system formats are compatible with the starting operating system). For example, suppose you had DOS 5.0 in one primary partition and OS/2 in another primary partition. One of your logical drives is formatted for FAT and contains a variety of DOS programs. You could start the DOS programs from either of the primary partitions. It is also important to understand what happens to the drive mapping if you add a hard disk after you install OS/2. The logical drives on your existing hard disk will be remapped if your second hard disk has a primary partition on it. Now, assume that you add a second hard disk to your system. The primary partition of that second hard disk will be assigned D. The logical drives of your first hard disk will be remapped. The existing logical drive D becomes E, E becomes F, and so forth. Because OS/2 is now in the logical drive assigned as E, all references to the drive letter (for example, statements in your CONFIG.SYS and INI files) will have to change. For this reason, it is strongly recommended that you place only logical drives on the hard disk that you are adding.

Planning for a Boot Manager Setup

When you are planning your Boot Manager setup, be aware of the following:

  • Use primary partitions for DOS systems or versions of the OS/2 operating system prior to 2.0.
  • To prevent the loss of usable disk space, create all primary partitions contiguously, at the beginning or end of the disk free space area.
  • Put all installable file systems (such as the High Performance File System) at the end of the disk configuration.
  • Be aware of specific operating-system restrictions on the hard disk. For example, to run properly, DOS 3.3 must be installed in a primary partition that is within the first 32MB of the hard disk.
  • If you are installing a primary partition for DOS and you intend to load that version of DOS into a DOS session of OS/2, you will need to change the DOS CONFIG.SYS and AUTOEXEC.BAT files. (You do this after you finish installing the operating systems.) Refer to specific DOS version in the starting topic of the Master Help Index. (The Master Help Index is displayed on your screen after the OS/2 operating system is installed.)
  • You can install both DOS and a version of the OS/2 operating system in the same primary partition if you want to use the Dual Boot feature within your Boot Manager setup. However, if DOS and OS/2 1.3 are in the primary partition, you will have to copy the BOOT.COM file from the OS/2 partition to the primary partition after you install OS/2.
  • If you are using the IBM DOS 5.00 Upgrade to update your DOS 3.3 or DOS 4.0 system, you should be aware that some versions of the upgrade will not recognize the DOS partition unless it is the only partition on the hard disk. You might have to do the following:
       1. Make sure that the DOS partition is the only primary partition on
          your hard disk.
       2. Install the DOS 5.00 Upgrade.
       3. Add the Boot Manager partition and install OS/2.
  o  If you have a system with a VESA SUPER I/O controller and two disk drives,
     the system will not start DOS from the Boot Manager menu.  Instead, it
     will display a non-system disk or disk error message.  For more
     information on this message, check the VESA controller documentation or
     contact the manufacturer.

The FDISK Utility Program

When you install OS/2 with the Advanced Installation method, you use the FDISK utility program to install the Boot Manager feature and to set up the partitions on your hard disk. During Advanced Installation, the FDISK screen appears so that you can see how the partitions are currently set up on your system.

The Options Menu

When you press the Enter key from the FDISK screen, the Options menu appears. The following list describes each of the choices on the Options menu. Some of the choices are available only under certain conditions. (They appear in black on the menu.) If you try to select an unavailable choice, the system will respond with a warning beep.

Install Boot Manager This choice is used only once--when you create the partition for the Boot Manager. It is unavailable thereafter. Create partition This choice is used to create primary partitions and logical drives within the extended partition. You can use this choice whenever free space is available on the hard disk.

Add to Boot Manager menu This choice is used to add the name of a partition or logical drive to the Boot Manager startup menu. You should use this choice for any operating system that you want to be able to select when you start the system. When you select this choice, the New Name window is displayed. You use the New Name window to assign a meaningful name to the partition or logical drive.

Change partition name This choice is used to change the name that you have previously assigned to a partition or logical drive. Assign C: partition This choice is used to specify which primary partition you want to be active (when more than one primary partition is installed on your system). The placement of the drive letter (C) tells you which primary partition will be visible (or accessible) after you restart the system. Set startup values This choice is used to specify the actions of the Boot Manager startup menu. For example, with Set startup values, you can specify how long you want the Boot Manager menu to be displayed before the default operating system is started. You can also specify which operating system you want as the default.

Remove from Boot Manager menu This choice is used to delete a name from the Boot Manager startup menu. When you delete the name, you can no longer select the operating system associated with that name from the Boot Manager startup menu.

Delete partition This choice is used to delete information about a primary partition or logical drive. After you exit from FDISK, all the data in the partition or logical drive is deleted. (If you want to save any of the data in a partition, be sure to back up the data be fore deleting the partition.)

Set installable This choice is used to mark a partition or logical drive as the target for installation. For example, during the installation of OS/2, you set one primary partition (or logical drive) as installable. (This partition or drive is the drive on which OS/2 is installed.)

After you install the operating system, the status of this partition will change from Installable to Bootable.

If you use FDISK after the OS/2 installation (in preparation for installing other operating systems), you can mark only primary partitions on the first hard disk as installable.

Any partition that is set installable must reside within the first 1024 cylinders of the hard disk. In addition, if you have more than two hard disk drives, be aware that some adapter manufacturers support the booting of partitions on the first two hard disk drives only.

Also note that some SCSI drives that use removable media cannot be partitioned. Make startable This choice is used to determine which primary partition is activated when you start your system. When you install the Boot Manager, it is automatically marked as Startable. This means that the Boot Manager is in control when you start your system. Only one primary partition on the first hard disk can be made startable. If you set any other primary partition startable, the Boot Manager startup menu will not appear when you start the system.

Creating a Boot Manager Setup

The following sections describe in detail how to delete and create partitions, how and why to make selections from the Options menu, and how to specify options for how the Boot Manager will start up. Using Advanced Installation provides quick procedures you can follow to perform these actions. You can refer to the sections here if you need more detailed information.

Deleting Existing Partitions

To set up your system for installation, you must make sure there is enough room on your hard disk to accommodate the desired partitions. If you use the Advanced Installation method to install OS/2, it might be necessary for you to delete some or all of the existing partitions on your hard disk.

For example, if your hard disk currently has only one partition that takes up the entire hard disk and you want to put OS/2 in its own partition, you must delete the existing partition. However, if your hard disk has ample free space for OS/2, you can keep one or more existing partitions and add to them.

Important: All information you want to save must be backed up. Changing the size of a partition deletes all information in that partition, and the entire operating system must be reinstalled when the new partition is created.

To delete an existing partition, you would follow these steps:

  1. On the FDISK screen, use the Up or Down Arrow key to highlight the partition you want to delete.
  2. Press Enter to display the Options menu.
  3. Select Delete partition and press Enter. The information about that partition is deleted, and the words Free Space appear in the space formerly occupied by the partition information.
  4. Repeat steps 1 through 3 for any other partitions you want to delete.

After deleting the partitions on your hard disk, you must create the Boot Manager partition.

Creating the Boot Manager Partition

During the Advanced Installation method, you must create a Boot Manager partition. To create this partition, follow these steps:

  1. Make sure that the Free Space line is highlighted on the FDISK screen.
    If it is not, use the Up or Down Arrow key to highlight it.
  2. Press Enter to display the Options menu.
  3. Select Install Boot Manager and press Enter.
  4. Specify whether the Boot Manager partition should be at the beginning or at the end of the available free space on the hard disk.
    Note: The only restriction on the placement of the Boot Manager partition is that it be within the first 1024 cylinders of the first hard disk. Typically, the first 1024 cylinders is equal to 1GB (gigabyte), or 1024MB.

After creating the Boot Manager partition, you can create any other partitions you need to install OS/2 and the other operating systems you want to use on your computer.

Creating Partitions for Other Operating Systems

After you create the partition for the Boot Manager, you create primary partitions for any DOS or Windows versions or previous versions of OS/2 that you are going to install. At this time, you can also create any logical drives for data or programs or to install OS/2. Consider the following before you begin creating the partitions:

  • If you prefer, and if you have sufficient free space on the hard disk, you can leave existing partitions intact until you have completely transferred data processing operations to OS/2.
  • You can install OS/2 in its own partition and place your programs and data in a separate logical drive. This arrangement makes it easier to back up those programs and data.
  • If multiple types of file systems are needed, determine if you want them in a separate partition or placed on a logical drive.
  • When determining how much space to allocate for the OS/2 partition, consider some of the tools and applications you will be installing and whether you want to install them in the OS/2 partition or on another logical drive. For example, if you want to install the OS/2 Toolkit, you can install it on a separate logical drive instead of the default partition used for OS/2.
  • Allow enough room in your OS/2 partition for the growth of a swap file. A swap file contains segments of a program or data temporarily moved out of main storage. The swap file (SWAPPER.DAT) requires at least 2MB of hard disk space but might require much more. You can include this space in your OS/2 partition, or you can set up a logical drive for the swap file.
  • Some operating systems, such as AIX*, require that their own disk utility program create the installation partition. The OS/2 FDISK utility program cannot create the partition for these operating systems. If you are going to install AIX, make sure you leave sufficient free space for it on the hard disk.
  • If you have applications that require other operating systems, such as AIX, check the amount of storage space recommended by the supplier.

To create partitions and logical drives for your other operating systems and for your programs and data, follow these steps:

  1. Make sure that the Free Space line is highlighted on the FDISK screen. If it is not, use the Up or Down Arrow key to highlight it.
  2. Press Enter to display the Options menu.
  3. Select Create partition and press Enter.
  4. Type the size (in MB) of the partition you are creating. Use the following table to help you determine a minimum size for the partition.

For specific information about partition sizes, refer to the documentation that came with the product you will be installing.

Planning Table for Partition Sizes
CONTENTS SIZE HARD DISK CONSIDERATIONS
DOS 3.3 2 MB Must be in a primary partition within the first 32MB on the first hard disk.
DOS 4.0 3 MB Must be in a primary partition on the first hard disk.
DOS 5.0 4 MB Must be in a primary partition on the first hard disk.
DOS 6.x 8 MB Must be in a primary partition on the first hard disk.
OS/2 1.x 20 MB Must be in a primary partition on the first hard disk.

SE Installs in less than 20MB, but segment swapping is inhibited.

OS/2 1.x 30 MB Must be in a primary partition on the first hard disk.

EE Installs in less than 30MB with reduced function.

OS/2 2.0 15-33 MB Can be in a primary partition or logical drive.

If you choose a minimum size for the partition, you might want to place the swap file on another partition.

OS/2 2.1 20-40 MB OS/2 2.1 can be in a primary partition or logical drive. If you choose a minimum size for the partition, you might want to place the swap file on another swap partition.
file and
5MB multi-media) If you want to install all the features and you want the swap file in the same partition, consider making the OS/2 partition larger.
OS/2 Version 3 25-45 MB (Plus 10MB for swap file and 10MB for multi-media) OS/2 can be in a primary partition or logical drive.

If you choose a minimum size for the partition, you might want to place the swap file on another partition.

If you want to install all the features and you want the swap file in the same partition, consider making the OS/2 partition larger.

AIX Partition size determined and built by AIX Disk utility program. Partition is created at the end of the hard disk.

Place system tools or common applications in a logical drive within the extended partition so that the data can be shared among the operating systems.

5. Specify whether this is a primary partition or a logical drive within the extended partition. Consider the following:

  • All versions of DOS must reside in primary partitions on the first

hard disk. Versions of OS/2 before 2.0 must also reside in primary partitions. (Remember that primary partitions cannot share data.)

  • Logical drives within an extended partition are shareable. This

means that any data installed in the logical drive can be used by an operating system running from any other active logical drive on the system, if the file system formats are compatible.

6. Specify the location of the partition or logical drive you want to create. Select either Create at Start of Free Space or Create at End of Free Space. Note that the logical drives cannot be intermixed with primary partitions. Note: This option is not available when the amount of free space equals the size of the request.

When you have set up the partition, you use the Options menu choices to specify information about the partition.

Specifying Options for the New Partition

To specify options for the partition you just created, use the following procedure. Refer to The Options Menu for detailed explanations of the choices on the Options menu.

  1. From the FDISK screen, Press Enter to display the Options menu.
  2. Select Add to Boot Manager menu if you want this partition displayed on the Boot Manager startup menu. If you do not select this choice for the partition, you cannot select the operating system that exists in this partition from the menu at startup time.
  3. If you selected Add to Boot Manager menu, you see the window in which you are asked to type a name for the partition. Type the name, and then press Enter.

If you have additional partitions to set up, follow the instructions outlined in Creating Partitions for Other Operating Systems. Otherwise, continue to Creating the Partition for OS/2.

Creating the Partition for OS/2

After you have created the partitions for the Boot Manager and for each of the other operating systems you plan to install, create the partition or logical drive in which you will install OS/2 OS/2 can be installed in either a primary partition or a logical drive within the extended partition.

Remember that some operating systems, such as AIX, use their own disk utility program to set up partitions. The partitions for such operating systems are created when you actually install the operating systems. You must leave sufficient space on the hard disk to accommodate these operating systems.

To create the partition or logical drive for OS/2, follow these steps:

  1. Make sure that the Free Space line is highlighted. If it is not, press the Up Arrow ( ) or Down Arrow ( ) key to highlight it.
  2. Press Enter to display the Options menu.
  3. Select Create partition and press Enter.
  4. Type the size (in MB) of the partition or logical drive you are creating. Note that the size of the swap file is based on the size of installed memory. The less memory you have, the larger the swap file. Thus, if your computer has a small amount of memory, you will need a larger partition. (You can also place the swap file on another partition. To do this, select Software configuration from the OS/2 Setup and Installation window that appears during the Installation program.) If you want to install all features and you want the swap file on the same partition, consider making the OS/2 partition large enough to accommodate all of those files.
  5. Specify whether this partition is a primary partition or a logical drive within the extended partition. If you have already marked three partitions as primary partitions, you might want to select Extended Logical Drive for OS/2. Your hard disk can be made up of a maximum of four primary partitions or three primary partitions and multiple logical drives within one extended partition. So, if you create a primary partition for OS/2 when three primary partitions already exist, you cannot create any logical drives.
  6. Specify the location of the partition or logical drive you want to create. Note: This option is not available when the amount of free space equals the size of the request.

Specifying Options for the OS/2 Partition

During the Installation program, you can use the Options menu choices to specify information about the OS/2 partition or logical drive:

  1. From the FDISK screen, press Enter to display the Options menu.
  2. Highlight Add to Boot Manager menu and press Enter.
  3. Type the name you want to assign to this partition or logical drive, and
     press Enter.
  4. Press Enter to display the Options menu.
  5. Highlight Set installable and press Enter.
     You must select Set installable for this partition or logical drive. By
     selecting Set installable, you indicate which partition or logical drive
     should be used for OS/2.

Specifying the Default Operating System

After you create partitions for all of your operating systems, including OS/2, you may specify which operating system should be started (by default) every time you start your computer. Follow these steps:

  1. Highlight the line on the FDISK screen that contains the information for
     the operating system you want preselected at startup time.  For example,
     if you want OS/2 to be the preselected choice on the Boot Manager startup
     menu, highlight the OS/2 Version 3 line.
  2. Press Enter to display the Options menu.
  3. Select Set startup values and press Enter.
  4. With Default highlighted, press Enter.  Notice that the name of the
     partition you chose is listed next to Default.
  5. Press F3.
     If you want to set the timer for how long the Boot Manager menu should be
     displayed and how information on the menu should appear, you can do so
     during the installation of OS/2 or you can do so after installation.  To
     set the timer and display mode now, continue with the sections that
     follow, "Setting the Menu Display Time" and "Setting the Menu Mode."
     Otherwise, go to step 6.
  6. Press F3

Setting the Menu Display Time

To indicate how long you want the Boot Manager startup menu displayed when you start your system, follow these steps:

  1. From the Set startup values menu, you can do one of the following:
       o  If you want the menu displayed for a certain period of time before
          the default operating system starts, accept the value of Yes.
       o  If you want the menu to be displayed indefinitely (until you
          explicitly select a choice from the menu), highlight Timer and press
          Enter to change the value to No.
  2. If you selected Yes for Timer, indicate how long you want the menu
     displayed before the default operating system is started.  You can do one
     of the following:
       o  Accept the value listed next to Timeout.
       o  Change the value as follows:
            a. Select Timeout and press Enter.
            b. Type the amount of time (in seconds) that you want the menu
               displayed before 	the preselected operating system is
               automatically started.
            c. Press Enter.

Setting the Menu Mode

You can select either Normal or Advanced for the Boot Manager menu mode. If you select Advanced, your Boot Manager menu will include additional information about your partitions. To change the mode that is currently displayed:

  1. Highlight Mode on the Set startup values menu.
  2. Press Enter.
When you have finished configuring your Boot Manager menu, press F3.  Then
continue with the installation of OS/2.

Selecting a File System

If you choose to format an existing partition during the Installation program, you will be asked to select a file system. A file system is the part of the operating system that provides access to files and programs on a disk. You can select either the File Allocation Table (FAT) file system or the High Performance File System (HPFS).

  • Select the FAT file system if you intend to share data in the partition with a version of DOS that is running independently of OS/2. (For example, if you occasionally need to start DOS from a diskette and access the data in the OS/2 partition, the partition would have to be formatted for the FAT file system.) DOS uses the FAT file system, and does not recognize files created by HPFS. Although DOS does not recognize HPFS, this is not the case for DOS sessions that are part of OS/2. If you plan to run your DOS programs in the DOS sessions that are part of OS/2, you can format for either file system. The only restriction for DOS programs running in these DOS sessions is that they will not recognize the longer file names in the HPFS partition.
  • HPFS has features that make it a better choice for larger hard disk partitions. It puts the directory at the seek center of the partition and is designed to allocate contiguous space for files. This feature helps prevent disk fragmentation. HPFS also handles write errors by writing to alternate space reserved for that purpose.

HPFS also supports file names up to 254 characters in length.

If you format an OS/2 partition for the FAT file system and the system memory is less than or equal to 6MB, support for HPFS is not automatically installed. You can add this support later (for example, if you want to format another partition for HPFS) using the Selective Install utility program (located in the System Setup folder).

If you are trying to decide whether to use HPFS, consider that it takes at least 200KB of system memory. If your computer has 6MB or less of memory, your system performance will be adversely affected.

Changing System Options from the OS/2 Setup and Installation Window

During Advanced Installation, the OS/2 Setup and Installation window appears so you can select the features of the operating system that you want to install. You can also use the menu bar at the top of the window to indicate an alternate drive for your swap file, and to modify your CONFIG.SYS file.

Installing the Swap File and WIN-OS/2 Support in a Logical Drive

If you use the Advanced Installation method, you can install the swap file and WIN-OS/2 support in another partition or logical drive to save hard disk space in your OS/2 partition. When you are setting up your partitions with the FDISK utility program, you can create a logical drive just for this purpose.

When the OS/2 Setup and Installation window appears during the installation process, follow these steps:

  1. Select Software configuration from the menu bar of the OS/2 Setup and Installation window.
  2. Select Change OS/2 parameters.
  3. Make sure the cursor is in the SWAPPATH field by selecting the field with the mouse or the Tab key. Replace the default location of the swap file with the desired location. For example, to place the swap file in the root directory of logical drive D, type d:\.
  4. Select OK or press Enter.
  5. Select the More push button next to WIN-OS/2 Support.
  6. Select the Down Arrow in the Destination drive field to change the drive to the desired logical drive (drive D in this example).
  7. Select OK.

Modifying the CONFIG.SYS File during Installation

During Advanced Installation, you can customize your system by modifying the CONFIG.SYS file. To do so, follow these steps when the OS/2 Setup and Installation window appears during installation:

  1. Select Software configuration from the menu bar at the top of the window.
  2. Select either Change OS/2 parameters or Change DOS parameters. For example, if you want to change the MINFREE setting for the swap file, select Change OS/2 parameters. Then specify the size on the window that is displayed. The MINFREE setting is used to specify when the system should warn you about the growth of the swap file.
  3. Select OK when you have finished making all the selections in the window. The OS/2 Setup and Installation window will reappear.
  4. Make your selections in the OS/2 Setup and Installation window to continue with the installation of OS/2.

Special Hardware Considerations

This chapter provides information to help you if you are installing OS/2 Version 3 on or using the following hardware:

  • 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
  • Pro AudioSpectrum 16

Using Gateway 2000 Computers

If you have an early version of a Gateway 2000 computer that does not work properly, your BIOS might be an early version. The company suggests that you replace the system board. Contact Gateway 2000, Inc. for information about upgrading your computer.

486 Math Coprocessors

If you have a Gateway 2000 computer with a 486 processor and a revision E system board, you could experience a divide underflow error. The error can occur when you are running software that takes advantage of the 486 math coprocessor. If this error occurs, you can upgrade to a revision F system board by contacting Gateway.

TRAP0002 Errors on Boot or Installation

Gateway computers that cause a TRAP0002 error are caused by one of the following:

  o  A bad Read Ahead Cache on the system board
  o  Bad memory

When the problem is a bad Read Ahead Cache on the system board, press Ctrl+Alt+Del to display a menu from which you can disable the external caching. Refer to your Gateway documentation for more information. Contact Gateway when this problem is encountered.

When the problem is bad memory, try moving each memory module to a different memory controller. If the problem is not corrected, determine which memory module is bad and replace it.

Gateway Nomad Notebook

If you receive a message that OS/2 is unable to operate your hard disk or your diskette drive, your computer needs a BIOS upgrade. If a TRAP error appears when the system is started, or during installation, disable caching on the system board. If the problem persists, contact Gateway 2000, Inc.

Using Phoenix, AMI, or Micronics BIOS

This section provides information about computers that require a BIOS upgrade to support OS/2 Version 3.

Phoenix BIOS

For questions about products that use Phoenix BIOS, call the computer manufacturer directly. If there are additional questions, contact Phoenix.

AMI BIOS

The later BIOS versions from American Megatrends, Inc. (AMI) provide a screen ID code, which is visible at the lower-left corner of the screen during the initial random access memory (RAM) count. The code can be made to reappear if you restart the system by pressing Ctrl+Alt+Del, or it can be frozen on screen by holding down the Ins key during system startup. This creates a keyboard error, which will stop the screen. On a system that uses AMI BIOS or AMI BIOS Plus, the message will be in the form:

aaaa-bbbb-mmddyy-Kc

On a system than uses AMI HI-Flex BIOS, the message will be in the form:

ee-ffff-bbbbbb-gggggggg-mmddyy-hhhhhhhh-c

If the screen ID code is in a form other than those above, one of the following is true:

  • The BIOS is a very early version. In this case, contact Washburn & Co.
  • The BIOS was produced by a company with source-code license. In this case, the system board manufacturer will be able to provide further information or updates. All Everex** 368 BIOS versions are in this category.

General Rules

  • If an IDE-type hard drive is installed, the date mmddyy should be 040990 or later for use with any operating system, including DOS. Special timing requirements of IDE drives were accommodated on the date noted.
  • If you use any other drive type, such as MFM, RLL, ESDI, or SCSI, the OS/2 operating system might install and operate correctly if mmddyy is 092588 or later, provided that the Keyboard Controller revision level is suitable for the OS/2 version being used. Also, in the case of SCSI hard drives, a driver compatible with the version of OS/2 operating system being installed might be provided by the controller manufacturer, and if so, a special installation procedure might apply.
  • Keyboard Controller revision level F (represented by "c" in the previous screen ID code examples) is expected to produce proper installation and operation of OS/2 versions 1.3x and 2.x.
 OS/2 1.0 or 1.1:   8, B, D, or F
 OS/2 1.2x:         D or F
 OS/2 1.3x or 2.:   F
  • If the Keyboard Controller revision level shows as 0 or M, the Keyboard Controller chip is not an AMI chip, even if an AMI license sticker was applied to it. If it is not an AMI chip, its performance under the OS/2 operating system is unknown. It might or might not work correctly. For some revision levels (usually "M"), an AMI chip can successfully replace a non-AMI chip, but this is not a general rule. Sometimes the nonstandard Keyboard Controller (usually "0") was used to combine system board functions not normally part of the controller. Substituting a standard chip causes the board to not function at all. In this case, there is no solution other than to replace the board. A revision level of 9 accompanied by a nonstandard ID code also indicates a nonstandard controller (and BIOS). The system board manufacturer should be contacted for further information.

BIOS Updates

If a BIOS prior to the previously noted dates requires replacement, note the following:

  • AMI BIOS and BIOS Plus series BIOS (16 character ID code) for cached system boards are customized for individual system board designs. You can obtain updates only from the system board manufacturer, unless you have one of the following:
    1. A BIOS with "aaaa" = E307. This BIOS can be replaced with a standard type.
    2. A BIOS for Northgate** or Motherboard Factory** system boards, except the Northgate Slimline**. This BIOS can be replaced by a standard type. The Slimline BIOS has the VGA BIOS in the same chips. They can be updated to the 040990 release, provided they are identified as Slimline, and the speed is specified (20, 25, or 33 MHz). The speed must be specified because different VGA code is required for the various speeds.
    3. A BIOS with "aaaa" = DAMI, DAMX, or EDAMI (usually for cached boards designed or built by AMI). This BIOS can be updated. Mylex or Leading Technology** boards with these prefixes can only be updated by the board manufacturer.
  • The complete screen ID code is necessary to determine whether a BIOS update for other system boards can be provided. In the case of the HI-Flex BIOS, the complete second and third lines of the ID code are also necessary. If not immediately visible on the screen, they can be viewed by pressing the Ins key during system startup.
  • If you have a hard disk drive from another manufacturer, it must be dated 092588 or later. If your hard disk drive is an earlier version, contact the dealer at your place of purchase, or the hard disk manufacturer, for information about upgrading the drive.

Micronics BIOS

If you have revision E of a Micronics system board, you might receive a divide underflow message, or your computer might not work properly. This board contains an early version of BIOS. If you purchased the board from Gateway, contact Gateway 2000, Inc. request an upgrade to revision F.

Using the ATI Graphics Ultra Pro Display Adapter

If you have an ATI Graphics Ultra Pro, you must run the INSTALL.EXE utility program provided by ATI before you install OS/2 Version 3. Note that this is a DOS program and you must, therefore, start DOS before you run the program. Note: If you have a Gateway 2000 system, refer also to "Black Lines on an OS/2 Logo Screen" in Solving Installation Problems

  1. Start DOS on your computer.
  2. Insert the ATI diskette into drive A.
  3. Type a:install.exe and press Enter. The Set Power-Up Configuration menu
     appears.
  4. Select Custom for Monitor Type.
  5. Make sure that VGA Memory Sizeis set to Shared for 1 MB video memory
     boards.
  6. Make sure that the refresh rate for 640 x 480 resolution is set to IBM
     Default or 60 Hz.
     Note:  Later during the installation of OS/2 Version 3, be sure to select
     8514 as the primary display type.

Using an EISA System with an Adaptec 1742A Controller Card

If you have an EISA system with an Adaptec 1742A controller card, you must run the Setup Configuration program provided on the Adaptec Card Setup Diskette before installing OS/2 Version 3. To set up the Adaptec card in the configuration using the Setup Diskette, do the following:

  1. Set the Enhanced mode setting to OFF.
  2. Set the Standard mode setting to ON.
  3. Set the Hex Address setting to C800.
  4. Set the I/O Port setting to 230H.
  5. Set the DMA channel setting to 5.
  6. Set the Parity Check setting to OFF.
  7. Set the Synchronous Negotiation setting to ON. If CD-ROM is not
     recognized, set this setting to OFF.
  8. Set the Enabled Disconnect setting to YES.
  9. Set the IRQ setting to 11 (default is 2).

Using an IBM PS/2 with ABIOS on the Reference Diskette

As part of the setup of your computer, you might have been advised to create a Reference Diskette (sometimes called a "Hardware System Program Diskette"). The Reference Diskette contains BIOS information (code about how your diskette drives, hard drives, and keyboard interact). The OS/2 Version 3 Installation program may prompt you to insert this diskette. If you have not created the Reference Diskette, do so before you begin the installation of OS/2 Version 3. Refer to your PS/2 documentation for instructions on creating this diskette.

Using an IBM PS/2 Model 76 or IBM ThinkPad with a Docking Station

If you are installing OS/2 Version 3 on an IBM PS/2 Model 76 or an IBM ThinkPad 700, 700C, 720, or 720C attached to a 3550 Docking Station, you need to replace the ABIOS files on the OS/2 Installation Diskette with files from the Reference Diskette. Do the following:

  1. If you are using a ThinkPad, detach it from the Docking Station.
  2. Create a Reference Diskette by following the documentation that came with
     your computer.
  3. Make a copy of the Installation Diskette. Type diskcopy a: a: and press
     Enter. Remove and insert diskettes when prompted to do so.
  4. Remove the copy from drive A and insert the original Installation
     Diskette.
  5. Turn your computer on.  If your computer is already on, press Ctrl+Alt+Del
     to restart it.
  6. When you are prompted to do so, remove the Installation Diskette, insert
     Diskette 1, and press Enter.
  7. When the Welcome screen appears, press F3 to display the command prompt.
  8. Insert the copy of the Installation Diskette into drive A.
  9. Type a:\del *.bio and press Enter.
 10. Remove the copy of the Installation Diskette and insert the Reference
     Diskette you created into drive A.
 11. If your computer has more than one diskette drive, insert the copy of the
     Installation Diskette into drive B. In the next two steps, you will be
     prompted to insert diskettes into both drive A and drive B.
     If you computer has only one diskette drive, when you are asked to insert
     a diskette into drive A, insert the Reference Diskette into your diskette
     drive. When you are asked to insert a diskette into drive B, insert the
     copy of the Installation Diskette into your diskette drive.
 12. Type copy a:\*.bio b:\ and press Enter.
 13. Type copy a:\abios.sys b:\ and press Enter.
 14. Turn off your computer.  If you are using a ThinkPad, return it to the
     Docking Station.

Using a System with an Aox Upgrade

If you have a system with a 286 processor that has been upgraded to a 386SX with an Aox upgrade and you want to install OS/2 Version 3, you must start the system with DOS and run the AOX232.EXE. Contact the Aox Technical Support Group to request a copy of AOX232.EXE before continuing with the installation of OS/2.

Using a Quantum II XL Hard Card

If you have a Quantum hard card, you must make a modification to the BASEDEV=IBM1S506.ADD line in the CONFIG.SYS file. To modify the BASEDEV statement, do the following:

  1. Edit the CONFIG.SYS file on Diskette 1.
  2. Change the BASEDEV statement to: BASEDEV=IBM1S506.ADD /A:1 /IRQ (The settings shown are the defaults for the Quantum hard card.)
  3. Save the CONFIG.SYS file.
  4. Install OS/2 Version 3.

Using a Sony, Panasonic, Creative Labs, IBM ISA, Philips, Mitsumi, BSR, or Tandy Non-SCSI CD-ROM Drive

For the Sony, Panasonic, Creative Labs, IBM ISA, Philips, Mitsumi, BSR, or Tandy non-SCSI drives to be recognized by OS/2 Version 3, the base port address specified on the CD-ROM BASEDEV statement in the CONFIG.SYS file must match the base I/O port address specified on the CD-ROM host adapter card.

Note: If you are installing OS/2 from a CD-ROM, you might first need to modify the BASEDEV statement for your CD-ROM device driver in the CONFIG.SYS file on the diskette labeled Diskette 1. See also the section called "Using an Unsupported CD-ROM or SCSI/CD-ROM Combination."

Modifying the CONFIG.SYS for the Sony CDU-31A Device Driver

The Sony SONY31A.ADD device driver supports the following CD-ROM drives:

Sony CDU-31A, CDU-7305
Sony CDU-33A, CDU-7405

This section lists the parameters that are supported for the Sony CD-ROM device driver. The parameters can be changed by modifying the BASEDEV=SONY31A.ADD line in the CONFIG.SYS file. Also change the transfer mode from the default, software polling transfer, to software interrupt transfer. The syntax for the

BASEDEV statement is as follows:
BASEDEV=SONY31A.ADD [/A:d][/AT:dd][/P:nnn][/I:nn][/V]

where:

[/A:d]    Identifies a specific adapter, d. The adapter is specified as a
          single-digit value which is zero based (for example, the first
          adapter is specified as /A:0).
[/AT:dd]  Sets the adapter type connected to the CD-ROM drive. Supported values
          are:
     00 = Sony CDB-334 (default)
     05 = Echo** Speech (with ESC614 chip)
                 Orchid** SoundWave 32
                 Orchid GameWave 32
                 Cardinal DSP16
     08 = MediaVision** Pro AudioSpectrum 16
[/P:nnn]  Specifies the base I/O port address of the interface card. The port
          address is specified as a four-digit hex value.  Leading zeros should
          be specified. The value must be the same number as the port address
          selected by the jumper on the host interface card.
          If this parameter is not specified, the default port address for the
          host adapter is used.  For the Sony CDB-334 host interface card, the
          default is 0340. For the Media Vision Pro AudioSpectrum 16 card, the
          default is 1F88.
[/I:nn]   Specifies the interrupt request (IRQ) channel number. This must match
          the value specified on the jumper setting on the interface card. If
          this parameter is not specified, the device driver will use software
          polling transfer.
          Note:  Some Sony CDB-334 host adapter cards do not include the
          plastic jumper switch to select the IRQ channel on the IRQ jumper
          block.  You must obtain and install the plastic jumper switch to
          enable the IRQ channel.
[/V]      Instructs the device driver to display the device driver revision
          level and CD-ROM product information at startup time.

The examples that follow illustrate how this CD-ROM is attached to the most common host adapters and indicate the required parameter switch settings for each CD-ROM drive.

Example 1: The Sony CDU-31A or CDU-33A CD-ROM drive is attached to a Sony CDB-334 host adapter. The Sony CDB-334 host adapter supports base I/O port addresses of 320h, 330h, 340h, or 360h. If the host adapter is set to its default port address of 340h, the CONFIG.SYS statement does not need to be modified and should appear as follows:

BASEDEV=SONY31A.ADD

If the CDB-334 host adapter is set to any port address other than the default of 340h, the CONFIG.SYS statement must be modified. For example, if the Sony CDB-334 host adapter is set to a base I/O port address of 360, the line in the CONFIG.SYS file should appear as follows:

BASEDEV=SONY31A.ADD /A:0 /P

If, in the above situation, the driver is operating in interrupt mode at IRQ channel 5, the line in your CONFIG.SYS file should appear as follows:

BASEDEV=SONY31A.ADD /A:0 /P:0360 /I

Example 2: The Sony CDU-31A or CDU-33A CD-ROM drive is attached to a MediaVision Pro AudioSpectrum 16 host adapter. In this case, the line in CONFIG.SYS must be modified and should appear as follows:

BASEDEV=SONY31A.ADD /A:0 /AT

Note: The default port address for the CDU-31A when attached to the PAS-16 card is 1F88. The Sony Desktop Library model numbers CDU-31A-LL/L and CDU-7305 include the PAS-16 adapter.

Example 3: The Sony CDU-31A or CDU-33A CD-ROM drive is attached to a Creative Labs Sound Blaster Pro, Sound Blaster 16, or Sound Blaster 16 MultiCD host adapter. The port address specified on the BASEDEV statement in CONFIG.SYS should be 10h above the base I/O port address specified on these adapter cards. For example, if the Sound Blaster card is set for a base I/O port address of 220h, the line in CONFIG.SYS should appear as follows:

BASEDEV=SONY31A.ADD /A:0 /P

Example 4: The Sony CDU-31A or CDU-33A CD-ROM drive is attached to the Echo Speech, Orchid SoundWave 32, Orchid GameWave 32, or Cardinal DSP16 host adapter.

In this case, the line in CONFIG.SYS must be modified and should appear as follows:

BASEDEV=SONY31A.ADD /A:0 /AT

Modifying the CONFIG.SYS for the Sony CDU-535 Device Driver

The Sony SONY535.ADD device driver supports the following CD-ROM drives:

Sony 531 series (CDU-531, 6201, 6205)
Sony 535 series (CDU-535, 6205, 7205)

This section lists the parameters that are supported for the Sony CD-ROM device driver. The parameters can be changed by modifying the BASEDEV=SONY535.ADD line in the CONFIG.SYS file. Also change the transfer mode from the default, software polling transfer, to software interrupt transfer. The syntax for the

BASEDEV statement is as follows:
BASEDEV=SONY535.ADD [P:nnn][/I:nn][/U:d,d...][/V]

where:

[/P:nnn]. Specifies the base I/O port address of the interface card. The value
          must be the same number as the port address specified by the jumper
          on the host interface card.
[/I:nn].  Specifies the interrupt request (IRQ) channel number. This must match
          the value specified on the jumper setting on the interface card. If
          this parameter is not specified, the device driver will use software
          polling transfer.
          Note:  Some Sony host adapter cards do not include the plastic jumper
          switch to select the IRQ channel on the IRQ jumper block.  You must
          obtain and install the plastic jumper switch to enable the IRQ
          channel.
[/U:d,d...]. Specifies the drive unit number which the Sony CD-ROM drive is set
          to.  The value of d must be set to 0, 1, 2, or 3.  If more than one
          Sony CD-ROM drive is attached to the adapter, this parameter must be
          specified.  If only one CD-ROM drive is attached to the adapter, and
          this parameter is not specified, then the default unit ID used by the
          driver is 0.
[/V].     Instructs the device driver to display the device driver revision
          level and CD-ROM product information at startup time.

The examples that follow illustrate how this CD-ROM is attached to the most common host adapters and indicate the required parameter switch settings for each CD-ROM drive.

Example 1: A Sony CD-ROM drive is attached to a Sony CDB-240 series host adapter. If the Sony host adapter is set to a base I/O port address of 360, the line in the CONFIG.SYS file should appear as follows:

BASEDEV=SONY535.ADD /P:360

Example 2: A Sony CD-ROM drive is attached to a Sony CDB-240 series host adapter. If the Sony CD-ROM drive is attached to the Sony host adapter at a base I/O port address of 360h, and the driver is operating in interrupt mode at IRQ channel 5, the line in the CONFIG.SYS file should appear as follows:

BASEDEV=SONY535.ADD /P:360 /I:5

Example 3: Multiple Sony CD-ROM drives are daisy-chained to a Sony CDB-240 series host adapter. If two Sony CD-ROM drives are daisy-chained from the Sony host adapter with the first drive set to drive unit 0 and the second set to drive unit 1, the line in the CONFIG.SYS file should appear as follows:

BASEDEV=SONY535.ADD /P:340 /U:0,1

Modifying CONFIG.SYS for the Panasonic Device Driver

The Panasonic device driver (SBCD2.ADD) supports the following CD-ROM drives:

  • Panasonic CR-521, 522, 523, 562, 563
  • Creative Labs OmniCD
  • IBM ISA CD-ROM drive

This section lists the parameters that are supported for the Panasonic CD-ROM device driver. The parameters can be changed by modifying the BASEDEV=SBCD2.ADD line in the CONFIG.SYS file. Also change the transfer mode from the default, software polling transfer, to software interrupt transfer. The syntax for the BASEDEV statement is as follows: BASEDEV=SBCD2.ADD

[/P:nnn][/T:n][/NS][/V]

where:

[./P:nnn] Specifies the base I/O port address of the interface card.  The value
          must be the same number as the port address selected by the jumper on
          the host interface card.
[./T:n]   Sets the adapter type connected to the CD-ROM drive. The supported
          value is:
     Creative Labs CD-ROM interface card (not Sound Blaster)
[./NS]    Disables drive select scan.  Driver will not scan for more than one
          CD-ROM drive.
[./V]     Instructs the device driver to display the device driver revision
          level and CD-ROM product information at startup time.

The examples that follow illustrate how this CD-ROM is attached to the most common host adapters and indicate the required parameter switch settings for each CD-ROM drive.

Example 1: A Panasonic, Creative Labs OmniCD, or IBM ISA CD-ROM drive is attached to a standard Panasonic or IBM ISA CD-ROM host adapter. The standard Panasonic or IBM ISA host adapter supports base I/O port addresses of 300h, 310h, 320h, or 330h. For example, if the adapter is set to a base I/O port address of 300, the line in the CONFIG.SYS file should appear as follows:

BASEDEV=SBCD2.ADD /P:300

Example 2: A Panasonic, Creative Labs OmniCD, or IBM ISA CD-ROM drive is attached to a Creative Labs Sound Blaster Pro, Sound Blaster 16, or Sound Blaster 16 MultiCD.

If the Sound Blaster card is set for a base I/O address of 220h, the line in CONFIG.SYS should appears as follows:

BASEDEV=SBCD2.ADD /P:220

Example 3: A Creative Labs OmniCD is attached to a standard Creative Labs CD-ROM host adapter (not Sound Blaster). The standard Creative Labs host adapter supports base I/O port addresses of 250h or 260h. For example, if the adapter is set to a base I/O port address of 250, the line in the CONFIG.SYS file should appear as follows:

BASEDEV=SBCD2.ADD /P:250 /T:2

Example 4: A Panasonic, Creative Labs OmniCD, or IBM ISA CD-ROM drive is attached to a MediaVision Jazz 16 sound card. If the MediaVision card is set for a base I/O port address of 300h, the line in the CONFIG.SYS file should appear as follows:

BASEDEV=SBCD2.ADD /P:300 /NS

Example 5: A Panasonic, Creative Labs OmniCD, or IBM ISA CD-ROM drive is attached to a Reveal audio card. If the Reveal audio card is set to a base I/O port address of 630h, the line in the CONFIG.SYS file should appear as follows:

BASEDEV=SBCD2.ADD /P:630

Modifying CONFIG.SYS for the Philips CD-ROM Device Drivers

The Philips device driver (LMS205.ADD) supports the following CD-ROM drives:

Philips CM205, CM225

The Philips device driver (LMS206.ADD) supports the following CD-ROM drives:

Philips CM205MS,CM225MS (multisession photo CD version of CM205)
Philips CM206, CM226

Note: If you have installed OS/2 and find that your CD-ROM drive does not function, you must copy the LMS206.ADD file from Diskette 1 to the \OS2 directory and add the following line to your CONFIG.SYS file:

BASEDEV=LMS206.ADD

This section lists the parameters that are supported for the Philips CD-ROM device drivers. The parameters can be changed by modifying the BASEDEV=LMS205.ADD (or LMS206.ADD) line in the CONFIG.SYS file. Also change the transfer mode from the default, software polling transfer, to software interrupt transfer. The syntax for the BASEDEV statement is as follows:

BASEDEV=LMS205.ADD [/P:nnn][/U:x][/M:y][/V]

where:

[./P:nnn] Specifies the base I/O port address of the interface card. The value
          must be the same number as the port address selected by the jumper on
          the host interface card.
[/U:x]    Identifies a specific unit, x.  Valid values for x are 0, 1, 2, and
          3.  The default is zero.  LMS205 and LMS206 locate all CM250 and
          CM260 host adapters and assign unit numbers based on the order in
          which each was found. This parameter tells LMS205 and LMS206 which
          BASEDEV line it is currently processing.
[/M:y]    Indicates the number of 2500-byte CD frame buffers that should be
          allocated by the LMS205.ADD or LMS2056.ADD driver. Valid values for y
          are 8,...,26.  The default is 16. Any value below the minimum (8)
          will be assigned the minimum (8).
[/V]      Instructs the device driver to display the device driver revision
          level and CD-ROM product information at startup time.

Modifying CONFIG.SYS for the Mitsumi CD-ROM Device Driver

The Mitsumi device driver (MITFX001.ADD) supports the following CD-ROM drives:

  • Mitsumi CRMC-FX001D
  • Mitsumi CRMC-FX001
  • Mitsumi CRMC-LU005S
  • Mitsumi CRMC-LU002S
  • BSR 6800
  • Tandy CDR-1000

This section lists the parameters that are supported for the Mitsumi CD-ROM device driver. The parameters can be changed by modifying the BASEDEV=MITFX001.ADD line in the CONFIG.SYS file. Also change the transfer mode from the default, software polling transfer, to software interrupt transfer. The syntax for the BASEDEV statement is as follows:

BASEDEV=MITFX001.ADD [/P:nnn][/I:nn][/V]

where:

[/P:nnn]  Specifies the base I/O port address of the interface card.  This must
          be the same number as specified by the DIP switch on the interface
          card.
[/I:nn]   Specifies the interrupt request (IRQ) channel number. This must match
          the value specified on the jumper setting on the interface card.  If
          this parameter is not specified, the device driver will use software
          polling transfer.
[/V]      Instructs the device driver to display the device driver revision
          level and CD-ROM product information at startup time.

The examples that follow illustrate how this CD-ROM is attached to the most common host adapters and indicate the required parameter switch settings for each CD-ROM drive.

Example 1: A Mitsumi CD-ROM drive is attached to a Mitsumi host adapter.

The Mitsumi host adapter supports I/O port address ranges from 300h to 3FCh. If the Mitsumi host adapter is set to a base I/O port address of either 300h or 340h, the statement in CONFIG.SYS does not need to be modified and should appear as follows:

BASEDEV=MITFX001.ADD

If the Mitsumi host adapter is set to an address other than those specified above, the BASEDEV statement needs to be modified. For example, if the Mitsumi host adapter is set to a base I/O port address of 320, the line in the CONFIG.SYS file should appear as follows:

BASEDEV=MITFX001.ADD /P:320

Example 2:A Mitsumi CD-ROM drive is attached to a Creative Labs Sound Blaster 16 MultiCD. If the Mitsumi CD-ROM port on the Sound Blaster 16 MultiCD is set to an I/O port address of 340, the line in CONFIG.SYS should appear as follows:

BASEDEV=MITFX001.ADD /P:340

Note: To enable interrupt transfer mode, which improves performance, the /I parameter must be specified. For example, to enable interrupt transfer mode for IRQ channel 10 at I/O port address of 320h, the line in the CONFIG.SYS file should appear as follows:

BASEDEV=MITFX001.ADD /P:320 /I:10

Using an Unsupported CD-ROM or SCSI/CD-ROM Combination

If you find that your drive or combination of CD-ROM drive and SCSI adapter is not supported by OS/2 Version 3, you can contact the manufacturer and obtain an OS/2 Adapter Device Driver (.ADD) file. Then, after you receive the .ADD file, use your current operating system and follow this procedure before you install OS/2:

  1. Make a copy of Diskette 1.  At a command prompt, type diskcopy a: a: and
     press Enter.
  2. Copy the .ADD file to the root directory on the copy of Diskette 1.  (The
     root directory is the first directory on the diskette.)  If there is not
     enough room, delete the following files from the copy of Diskette 1:
          For an ISA/EISA (non-Micro Channel) computer:  IBM2*.*
          For a Micro Channel computer:  IBM1*.*
     You will now have room to add device drivers to Diskette 1. However, if
     the .ADD driver is on a diskette, you might have to copy it to your hard
     disk before copying it to the copy of Diskette 1.
  3. Edit the CONFIG.SYS file located on the copy of Diskette 1:
       a. At the end of the file, add the appropriate BASEDEV= statement for
          your adapter.  For example, if your .ADD file is named T128SCSI.ADD,
          add the following BASEDEV= statement shown in capital letters:
               set cdrominst=1
               ifs=cdfs.ifs /q
               BASEDEV=T128SCSI.ADD
          The lowercase letters represent lines that already exist in your
          CONFIG.SYS file, and uppercase letters represent lines you need to
          insert.  This ensures proper placement and installation.
          Do not specify a file path for the .ADD file.
       b. Insert the letters REM before any lines in the CONFIG.SYS file that
          refer to the file you deleted in step 2 above.
  4. Begin the installation by inserting the Installation Diskette into drive A
     and restarting the system.  When prompted to insert Diskette 1, insert the
     copy that you modified.
  5. Install OS/2 Version 3, following the instructions in Using Easy
     Installation or Using Advanced Installation

When the installation is complete, you must make changes to the CONFIG.SYS file located in the root directory of the OS/2 partition in order to make your CD-ROM accessible. You must also copy the .ADD that you put on the copy of Diskette 1 to the \OS2 directory of the OS/2 drive. The OS/2 Installation program does not copy unsupported .ADD files automatically. Do the following

(in the following examples, X represents the OS/2 partition):
  1. Open the OS/2 System folder on the Desktop.
  2. Open Command Prompts.
  3. Open OS/2 Window.
  4. At the command prompt, type cd\os2 and press Enter.
  5. Insert Diskette 1 into drive A.  Then type the following, pressing Enter
     after each:
     COPY A:\OS2CDROM.DMD
     COPY A:\CDFS.IFS
  6. Remove Diskette 1 from drive A and insert the manufacturer-supplied device
     driver diskette (which contains the .ADD file).
  7. Type the following and then press Enter:
     COPY A:\T128SCSI.ADD
     where T128SCSI.ADD represents the name of the device driver file.
  8. Using a system editor, add the lines shown in uppercase letters to the
     CONFIG.SYS file as shown below. (Lowercase letters represent lines that
     already exist in your CONFIG.SYS file; uppercase letters represent lines
     you need to insert.  This ensures proper placement and installation.)
     basedev=ibm1s506.add
     basedev=os2dasd.dmd
     DEVICE=X:\OS2\OS2CDROM.DMD /Q
     IFS=X:\OS2\CDFS.IFS /Q
     set bookshelf=x:\os2\book . . .
     codepage=437,850
     devinfo=kbd,us,x:\os2\keyboard.dcp
     BASEDEV=T128SCSI.ADD
     devinfo=scr,vga,x:\os2\viotbl.dcp
  9. Save the CONFIG.SYS file and exit the editor.
 10. Shut down your system.

The above procedure is not guaranteed to make your CD-ROM work properly because the device drivers are made by manufacturers other than IBM. For further assistance, contact the manufacturer or your CD-ROM drive.

Using an IBM M-Audio Capture and Playback Adapter

The M-Audio adapter can be configured to automatically route any audio source attached to its LINE-IN jack to the LINE-OUT jack. This might be necessary if your CD-ROM drive is not attached internally to the audio card outputs. To enable this feature of the M-Audio card, add a P to the end of the DEVICE= statement for M-Audio in the CONFIG.SYS file, as in the following example:

DEVICE=d:\MMOS2\ACPADD2.SYS A P

where d represents the drive letter, which will already appear in your CONFIG.SYS file.

Using a Sound Blaster Adapter

Before you install the Sound Blaster adapter into your computer, you must know the interrupt level, I/O port address, and the DMA channels. These values were shown when you installed the adapter into your computer. If you do not know these values, you can do the following:

  • On a Micro Channel computer, run the Reference Diskette and look at the system configuration.
  • On an ISA/EISA (non-Micro Channel) computer, check the Dip switches on your Sound Blaster.

If your computer has a Token Ring Adapter or a SCSI adapter, you might have problems if you set Sound Blaster to use I/O port address 220. Choose a different address if you have either of these adapters installed. I/O address 240 is a good choice if 220 cannot be used. ISA and EISA (non-Micro Channel) computers use Interrupt level 7 for the printer (LPT) port. If you have this type of computer with a parallel printer, choose a different interrupt.

  • This release of OS/2 does not support MIDI recording.
  • Sound Blaster (non-SB PRO) does not support software volume control. The MMPM/2 Volume Control application will, therefore, be ineffective for these adapters.
  • If you have an older Sound Blaster (non-SB PRO) card, ensure that you upgrade the DSP module to Version 2.0 or higher. Versions 1.0 and 1.5 are not supported by the Sound Blaster device drivers.

Using a Pro AudioSpectrum 16

The Pro AudioSpectrum 16 is conceptually two sound cards in one adapter. The adapter provides support for the MediaVision Pro AudioSpectrum 16 and the Sound Blaster 2.0. A Yamaha OPL-3 chip is included for FM MIDI synthesis. It is used by the OS/2 device driver for MIDI playback and for MIDI background sound when playing games.

The FM MIDI hardware is the same as used in Creative Labs Sound Blaster adapters and is fixed to always respond at a single I/O base address. This commonality of hardware is the reason that multiple Pro AudioSpectrum 16 adapters and multiple Sound Blaster adapters cannot be used in a single computer. The OS/2 physical device driver does not use the Sound Blaster wave audio side of the adapter. This is left free for use by WIN-OS/2 sessions or by games running in DOS sessions. The Pro AudioSpectrum 16 side of the adapter requires one interrupt (IRQ), one Direct Memory Access (DMA) channel, and two I/O addresses. The Sound Blaster side also uses one interrupt (IRQ), one DMA channel, and two I/O addresses. The values for each side of the adapter must be unique just as those selected for other hardware adapters must be unique. I/O addresses 388 and 330 will not be seen in the device driver statement.

The Pro AudioSpectrum 16 configurations (DMA and IRQ) are set via software at system startup, based on parameters specified on the DEVICE= line of the CONFIG.SYS file. The values are set by OS/2 Multimedia installation. An example of the DEVICE= line that should appear in your CONFIG.SYS file for the Pro AudioSpectrum 16 device driver follows:

DEVICE=D:\MMOS2\MVPRODD.SYS /I:10 /D:5 /S:1,240,1,5 /N:PAS161$

where:

/N:xxxxx  Specifies the name of the driver.
/T:x      /T:1 = use on-board oscillator for OPL-3 (the default is /T:0).
/D:x      Sets the DMA channel.
/Q:x      Sets the IRQ channel.
/I:x      Sets the IRQ channel.
/B:xxx    Specifies HEX base board I/O location (the default is /B:388).
/W:x      If /W:1, enables warm boot reset (the default is /W:0).
/M:x,xxx  MPU [enabled,base address]
/F:x      FM synthesis (/F:1 is enabled by default).
/J:x      /J:1 causes a joystick to be enabled (the default is /J:0).
/S:x,xxx,x,x Sound Blaster [enable,base address,DMA,IRQ]

The Sound Blaster DMA is fixed at DMA channel 1. The I/O base address and IRQ settings are set differently based on the version of the Pro AudioSpectrum 16 adapter. Older adapters have these values set via jumpers on the card. The current versions set the Sound Blaster settings via software on the command line to MVPRODD.SYS (or MVSOUND.SYS for DOS).

As of this release of OS/2, the device driver MVPRODD.SYS does not know how to set the Sound Blaster IRQ from software. Only the first two parameters of the /S: parameters are used (enable and I/O location).