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dnl	$OpenBSD: install,v 1.8 2003/01/04 00:18:08 miod Exp $
Installing OpenBSD is a relatively complex process, but if you have
this document in hand it shouldn't be too much trouble.

There are several ways to install OpenBSD onto a disk. The easiest way
in terms of preliminary setup is to use the OpenBSD ramdisk kernel that can
be booted from tape. Alternatively, if your mvme88k is hooked up in a
network you can find a server and arrange for a diskless setup which is a
convenient way to install on a machine whose disk does not currently hold
a usable operating system (see the section `Installing using a diskless
setup' below).


Installing using the OpenBSD ramdisk kernel.

The ramdisk kernel is a kernel that containes an OpenBSD filesystem holding
all utilities necessary to install OpenBSD on a local disk. It is distributed
as a binary file with the name bsd.rd.

After the initial probe messages you'll asked to start the install
or upgrade procedure. Proceed to the section `Running the installation
scripts' below.


Installing using a diskless setup.

First, you must setup a diskless client configuration on a server. If
you are using a OpenBSD system as the boot-server, have a look at the
diskless(8) manual page for guidelines on how to proceed with this.
If the server runs another operating system, you'll have to consult
documentation that came with it (on SunOS systems, add_client(8) is a
good start).

Second, you must configure the netboot parameters in the mvme88k Bug
using the NIOT command.  The Load Address should be 0xAF0000.  The
Execution Address should be 0xAF0008.

Your mvme88k expects to be able to download a second stage bootstrap
program via TFTP after having acquired its IP address through RevARP when
instructed to boot "over the net". It will look for a filename composed of
the machine's IP address followed by the machine's architecture, separated
by a period. For example, a sun4c machine which has been assigned IP
address 130.115.144.11, will make an TFTP request for a file that has
been named in the nvram.  Normally, this file is a second-stage
boot program, which should be located in a place where the TFTP daemon
can find it (remember, many TFTP daemons run in a chroot'ed environment).
You can find the boot program in `/usr/mdec/netboot' in the OpenBSD/mvme88k
distribution.

After the boot program has been loaded into memory and given control by
the PROM, it starts locating the machine's remote root directory through
the BOOTPARAM protocol. First a BOOTPARAM WHOAMI request is broadcast
on the local net. The answer to this request (if it comes in) contains
the client's name. This name is used in next step, a BOOTPARAM GETFILE
request -- sent to the server that responded to the WHOAMI request --
requesting the name and address of the machine that will serve the client's
root directory, as well as the path of the client's root on that server.

Finally, this information (if it comes in) is used to issue a REMOTE MOUNT
request to the client's root filesystem server, asking for an NFS file
handle corresponding to the root filesystem. If successful, the boot
program starts reading from the remote root filesystem in search of the
kernel which is then read into memory.


As noted above in the section `Preparing your System for OpenBSD Installation',
you have several options when choosing a location to store the installation
filesets. However, the easiest way is to put the *.tgz files you want
to install into the root directory for your client on the server.

Next, unpack `base{:--:}OSrev.tgz' and `etc{:--:}OSrev.tgz' on the server in the root
directory for your machine. If you elect to use a separately NFS-mounted
filesystem for `/usr' with your diskless setup, make sure the "./usr" base
files in base{:--:}OSrev.tgz end up in the correct location. One way to do this is
to temporarily use a loopback mount on the server, re-routing <root>/usr to
your server's exported OpenBSD "/usr" directory. Also put the kernel and the
install/upgrade scripts into the root directory.

A few configuration files need to be edited:

	<root>/etc/hosts
		Add the IP addresses of both server and client.

	<root>/etc/myname
		This files contains the client's hostname; use the same
		name as in <root>/etc/hosts.

	<root>/etc/fstab
		Enter the entries for the remotely mounted filesystems.
		For example:
			server:/export/root/client       /     nfs  rw 0 0
			server:/export/exec/sun4.OpenBSD /usr  nfs  rw 0 0

Now you must populate the `/dev' directory for your client. If the server
runs SunOS 4.x, you can simply change your working directory to `<root>/dev'
and run the MAKEDEV script: `sh MAKEDEV all' (this might require the edition
of MAKEDEV to change the PATH for it to work properly).

On SunOS 5.x systems, MAKEDEV can also be used, but there'll be error
messages about unknown user and groups. These errors are inconsequential
for the purpose of installing OpenBSD. However, you may want to correct them
if you plan to the diskless setup regularly. In that case, you may re-run
MAKEDEV on your OpenBSD machine once it has booted.

Boot your workstation from the server by entering the appropriate `boot'
command at the monitor prompt. Depending on the PROM version in your machine,
this command takes one of the following forms:

	187-bug> nbo 00 00 bsd -s

This will boot the OpenBSD kernel in single-user mode.

If you use a diskless setup with a separately NFS-mounted /usr filesystem,
mount /usr by hand now:

OpenBSD# mount /usr

At this point, it's worth checking the disk label and partition sizes on
the disk you want to install OpenBSD onto. OpenBSD understands SunOS-style
disklabels, so if your disk was previously used by SunOS there will be
a usable label on it. Use `disklabel -e <disk>' (where <disk> is the
device name assigned by the OpenBSD kernel, e.g. `sd0') to view and
modify the partition sizes. See the section `Preparing your System for
OpenBSD Installation' above for suggestions about disk partition sizes.
Make sure all your partitions start and end on cylinder boundaries.

NOTE: if you are installing on a SCSI disk that does *not* have a SunOS
or OpenBSD label on it, you may still be able to use disklabel(8) but you'll
have to create all partitions from scratch. If your disk is listed in
`/etc/disktab', you may use the entry (which in most cases only defines
a `c' partition to describe the whole disk) to put an initial label on
the disk.  DO NOT USE `disklabel -r ...' TO INITIALIZE YOUR DISK LABEL;
THIS WILL LEAD TO UNPREDICTABLE RESULTS. This deficiency will be fixed
in a next release.

Here follows an example of what you'll see while in the disklabel editor.
Do not touch any of the parameters except for the `label: ' entry and
the actual partition size information at the bottom (the lines starting
with `a:', `b:', ...).

The size and offset fields are given in sector units. Be sure to make
these numbers multiples of the of the number of sectors per cylinder:
the kernel might be picky about these things, but aside from this you'll
have the least chance of wasting disk space.
Partitions on which you intend to have a mountable filesystem, should
be given fstype `4.2BSD'. Remember, the `c' partition should describe
the whole disk.
The `(Cyl. x - y)' info that appears after the hash (`#') character is
treated as a comment and need not be filled in when altering partitions.

Special note: the line containing `8 partitions:' is best left alone,
even if you {:-define-:} less then eight partitions. If this line displays
a different number and the program complains about it (after you leave
the editor), then try setting it to `8 partitions:'.


<BEGIN SAMPLE DISKLABEL SCREEN>
OpenBSD# disklabel sd2
 # /dev/rsd2c:
type: SCSI
disk: SCSI disk
label: Hold Your Breath
flags:
bytes/sector: 512
sectors/track: 64
tracks/cylinder: 7
sectors/cylinder: 448
cylinders: 1429
rpm: 3600
interleave: 1
trackskew: 0
cylinderskew: 0
headswitch: 0           # milliseconds
track-to-track seek: 0  # milliseconds
drivedata: 0

8 partitions:
#        size   offset    fstype   [fsize bsize   cpg]
  a:    50176        0    4.2BSD        0     0     0   # (Cyl.    0 - 111)
  b:    64512    50176      swap                        # (Cyl.  112 - 255)
  c:   640192        0   unknown                        # (Cyl.    0 - 1428)
  d:   525504   114688    4.2BSD        0     0     0   # (Cyl.  256 - 1428)
<END SAMPLE DISKLABEL SCREEN>


If you are upgrading a OpenBSD installation, start the upgrade script:

OpenBSD# sh upgrade.sh

else, start the installation script:

OpenBSD# sh install.sh


These scripts will do most of the work of transferring the system from the
tar files onto your disk. You will frequently be asked for confirmation
before the script proceeds with each phase of the installation process.
Occasionally, you'll have to provide a piece of information such as the
name of the disk you want to install on or IP addresses and domain names
you want to assign. If your system has more than one disk, you may want
to look at the output of the dmesg(8) command to see how your disks
have been identified by the kernel.

The installation script goes through the following phases:

	- determination of the disk to install OpenBSD on
	- checking of the partition information on the disk
	- creating and mounting the OpenBSD filesystems
	- setup of IP configuration
	- extraction of the distribution tar files
	- installation of boot programs


Now try a reboot.  (If needed, swap your scsi id's first).  Initially
I'd suggest you "bo bsd -bs", then try multiuser after that.
if you boot single-user the OpenBSD incantation to make the root
filesystem writable is

    OpenBSD# mount -u /dev/sd0a /

Congratulations, you have successfully installed OpenBSD OSREV.  When you
reboot into OpenBSD, you should log in as "root" at the login prompt.
You should create yourself an account and protect it and the "root" account
with good passwords.

Some of the files in the OpenBSD OSREV distribution might need to be
tailored for your site.  In particular, the /etc/mail/sendmail.cf file
will almost definitely need to be adjusted, and other files in /etc will
probably need to be modified.  If you are unfamiliar with UN*X-like
system administration, it's recommended that you buy a book that
discusses it.