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Introduction..................................................................................................................................... 3
Objectives ....................................................................................................................................... 4
The Role of HMC ........................................................................................................................... 5
Access the HMC ............................................................................................................................. 6
Install and Configure WebSM Client Component.......................................................................... 7
Install and Configure WebSM Client Component.......................................................................... 8
Install and Configure WebSM Client Component (continued) ...................................................... 9
HMC Remote Access: WebSM PC-client Mode.......................................................................... 10
Managed System Power On: Partition Standby Mode ................................................................. 12
Select Partition Standby Mode...................................................................................................... 13
Partitions, Profiles, and Attributes ................................................................................................ 14
Create the First Logical Partition.................................................................................................. 16
Create the First Logical Partition.................................................................................................. 17
Create the First Logical Partition (continued) .............................................................................. 18
Assign System CPU and Memory Resources............................................................................... 19
LPAR Real Mode Memory Addressing Region Sizes.................................................................. 21
Real Mode Memory Addressing Region Size Summary.............................................................. 22
Rule of Thumb for Large Real Mode Memory ............................................................................. 23
Assign I/O Resources to the LPAR .............................................................................................. 24
Assign I/O Resources to an LPAR................................................................................................ 25
Assign I/O Resources to an LPAR................................................................................................ 26
Select Other LPAR Attributes ...................................................................................................... 27
Review the Partition Information: Inventory................................................................................ 29
Create the LPAR’s SMS Mode Profile......................................................................................... 30
HMC View of the Managed System............................................................................................. 31
Activate and Install the First Partition .......................................................................................... 32
Select the First Boot Device for the LPAR................................................................................... 33
Select the First Boot Device for the LPAR................................................................................... 34
Select and Commit the CD-ROM as the First Boot Device ......................................................... 35
Perform Overwrite of Base Operating System from CD .............................................................. 36
Modify Default AIX Installation Settings..................................................................................... 37
AIX Installation Settings: Select Disk(s)...................................................................................... 38
BOS Installation and Customization: Set Terminal Type............................................................. 39
Complete the BOS Installation and Customization ...................................................................... 40
Network Settings for the Partition ................................................................................................ 41
Activate the Partition Using Normal Profile................................................................................. 42
Miscellaneous: Login to LPAR and Issue AIX Commands ......................................................... 43
Miscellaneous: Enable Remote Command Execution for SSH.................................................... 44
Miscellaneous: Remote HMC Access Using SSH........................................................................ 45
Miscellaneous: PuTTY Configuration.......................................................................................... 46
Summary ....................................................................................................................................... 47
More Information.......................................................................................................................... 48
Trademarks ................................................................................................................................... 49
Author Biographical Information
This publication may refer to products that are not currently available in all countries.
IBM makes no commitment to make available any products referred to herein.
Introduction
Welcome to this online course, entitled “IBM eServer pSeries Logical Partitioning:
Installation and Configuration.” This course shows you how to set up your IBM®
eServer® pSeries® environment to be able to work with logical partitioning (LPAR). You
will learn how to install and configure the necessary components and also how to create
an LPAR.
[NOTE: This course is not intended to teach the fundamentals of logical partitioning.
The references at the end of the course provide this introductory information along with
details that help support the materials presented here.]
Objectives
The role of HMC
Install and configure WebSM to remotely access HMC
Activate the Managed System in partition standby mode
Create a logical partition with a default normal profile
Create an alternate SMS partition profile
Install AIX on one LPAR using AIX 5.2 CD
Reactivate the LPAR
Install and configure OpenSecure Shell command on a
PC-based client
Objectives
In this course, you will learn the process for installation and configuration of LPAR on
the pSeries server. We start off by looking at the role of the Hardware Management
Console (HMC) when working with an LPAR environment. Next, we will show you how
to set up Web System Management (WebSM) to be able to remotely access HMC. You
will then learn how to activate the managed system in “partition standby” mode, to
prepare the system to be LPARed.
You will learn how to create a logical partition, and the different types of profiles that can
be used when creating the partition. You will also learn how to copy an existing partition
to create an alternate system management services (SMS) partition profile. Next, you
will see the steps involved in installing AIX® 5.2 onto a partition from CD-ROM.
You will next see how to reactivate the newly installed partition. We will wrap things up
by showing you a few tools and commands you will find helpful in working with your
LPARed pSeries server.
The Role of HMC
The Hardware Management Console is crucial to the pSeries LPAR environment. The
HMC is required for LPARing any pSeries server. It is also needed for the pSeries 630,
pSeries 650, pSeries 655, pSeries 670, and pSeries 690 servers, even if these servers
are not LPARed. HMC is used for creating partition profiles that define the processor,
memory, and I/O resources allocated to an individual partition; and it is also integral to
starting, stopping, and shutting down a partition.
You can use the HMC to open a virtual console for each partition, allowing you to issue
commands against a specific LPAR. HMC can also be used to display system
resources and status information. In essence, the HMC is a service focal point for
problem determination to find problems, report them, and store changes in the
hardware.
The HMC can be accessed remotely via the WebSM client. We will show you how to
setup the WebSM client in this course as well.
Access the HMC
Configure LPARs using Java-based Web System Management (WebSM) interface on HMC.
HMC login window displays and prompts you to enter User ID/password. The login banner
looks similar to illustration below.
Login: hscroot
Password: abc123
The HMC ships with a predefined user ID and password. These are:
Login = hscroot
Password = abc123
In this example, we are not using the predefined user ID and password; rather we are
using a separately created ID, “hmcroot.”
Install and Configure WebSM Client Component
Access the HMC remotely from either an AIX or a PC-based client
machine. Access to the HMC can occur through:
Graphical User Interface (GUI), i.e., WebSM
Command Line Interface (CLI) via rexec or ssh commands
There are two methods for installing the WebSM client. You can install it from the
browser. Or, you can use the File Transfer Protocol (FTP) to copy the setup.exe file
from the AIX server to your client and run the executable there.
To install the code from the browser, enter the URL shown in this slide (in red),
substituting either the name of your pSeries server (if you are using DNS), or the
TCP/IP address of your server (in place of 10.31.209.51). The next two slides take you
through installation steps for this option.
You can also use FTP to get the setup.exe file onto your local PC. The setup.exe file is
located in the /usr/websm/pc_client directory on the AIX server. Here are the commands
you will need in order to FTP the setup.exe file to your local PC for installation:
1. At a DOS prompt, type in ftp 10.31.209.71 and then hit “Enter”
2. Sign into the server with an appropriate user ID and password
3. At the prompt, type in bin and then hit “Enter”
4. Type in get /usr/websm/pc_client/setup.exe and then hit “Enter”
5. Type in quit and then hit “Enter”
In this example, we used the TCP/IP address of the AIX server when FTPing to the
server. You can also use the host name if you have DNS (Domain Name System) set
up in your environment.
Let’s continue to the next slide to see how to download and install the WebSM client
from the browser.
Install and Configure WebSM Client Component
To download and start the installation process of the WebSM client for the Windows
platform, click on the ‘Windows NT/2000/XP’ link. This will download the setup.exe to
your PC. After the setup.exe file install image has been downloaded to your PC, invoke
the executable. This will bring you to the next screen, the Remote Client Installer
screen.
Install and Configure WebSM Client Component (continued)
Login as:hscroot
Password:abc123
Not every setup screen is shown in this course. For example, the following information
does not pertain to screens presented here, but does detail information you will be
required to fill out when installing the WebSM client.
You will be presented with a few installation setup screens that ask for additional
information. To install using the default location, click Next. Otherwise, type the
designed location and then click Next.
A confirmation panel opens, showing you the installation location, the package being
installed, and the approximate size of the installation package. Click Next to start the
installation. If any of the information shown is incorrect, click the Back button to make
any necessary corrections. Default values are recommended for most installations.
You will see a status panel while the WebSM client is being installed. Once the
installation has completed, a message in the status panel will tell you that the
installation completed successfully. Click Finish to close the status panel display.
The WebSM client is now installed on your PC, allowing you to work with the HMC
environment remotely.
Once the WebSM client is installed, you are ready to access the HMC remotely. To do
this, double click the Web-based System Manager Remote Client icon on the
desktop. You will see the Log On dialog box shown in the slide. Enter either the host
name or the TCP/IP address of the AIX server in the Host name field. You will also
need to provide a user ID and password to log in. The default user ID is hscroot and
the default password is abc123.
If you previously set up SSL for the WebSM client, you will be able to select the Enable
secure communication option. When all parameters are completed, click the Log On
button. Logging into the HMC remotely will take you to the next screen.
Managed System Power On: Partition Standby Mode
1
5 4
2
3
The first step to enable LPAR on a pSeries server is to verify system state information.
To do this, you must follow these steps:
1. Using the navigation area in the left pane, click the + symbol next to the HMC
hostname. The hostname in this example is 10.31.209.51.
2. Click on Server and Partition Application.
3. Next click on Server Management. This will bring up the server information
displayed in the content area in the right pane of the HMC.
4. Verify these values: State = No Power and “Operator Panel Value” = OK
5. Right click on the system serial number or system name. The serial number is
shown in this example as having a value of p690A.
6. Select Power On.
By selecting “Power On,” you will be able to select the power on mode shown in the
next slide.
Select Partition Standby Mode
Select Partition
Standby and then
click OK button
To put the Managed System in standby mode, select Partition Standby as shown in
this slide. When you have selected the standby power on mode, click OK to continue.
Partitions, Profiles and Attributes
Minimum=1 CPU
Desired= 2 CPUs
CPU Maximum= 4 CPUs
Normal Minimum=1 GB
Memory Desired=3 GB
: Maximum=4GB
Partition1 :
Required=U1.9-P1-I1
SMS I/O
Partitions U1.9-P1/Z1
Partition2 Desired=U1.9-P1-I10
Logical Partitions
When creating logical partitions, you need to establish a minimum of one partition
profile. The partition profile defines the resources you want to assign to each partition.
Each partition can have one or more profiles. You activate a partition by selecting one of
its profiles. You can use alternate profiles to start a partition with a different number of
resources or to start partitions in different boot modes.
This slide shows that Partition 1 has two partition profiles: Normal and SMS. The
Normal partition profile has specific resource allocations for CPU, memory, and I/O. The
boot mode is also selected. These resource allocations are specified in the profile
attributes. For example, the profile attributes for CPU is a minimum of one CPU with a
maximum of four CPUs. The desired number of CPUs for this partition is two. You also
see a minimum, desired, and maximum specified for the memory to be allocated to this
partition. The I/O has both “required” and “desired” disk allocations. We will look at the
disk allocations in more detail in a few slides.
Once you have determined the number and types of partition profiles and associated
profile attributes for each profile, you are ready to create the partitions.
Create the First Logical Partition
A pSeries server must be defined as a NIM master before any NIM nodes are defined.
The NIM master manages the configuration database containing the information for the
NIM nodes. A NIM master must be at the latest AIX level with the NIM master file sets
installed.
Partition Name:
p690lpA1
Profile Name:
Normal
You will now be asked to provide memory resource profile attributes, as shown in the
lower screen. We see this system has 16,384 megabytes of memory available. As with
the processor resources, you need to specify the desired, minimum, and maximum
memory for this LPAR.
You also have the option to specify if the small real mode address region is to be used.
If you do not select this option, the large real mode address region will be used. We
examine the differences between small and large real mode address regions on the
next slide. When finished making memory selections, press Next to continue.
LPAR Real Mode Memory Addressing Region Sizes
LPAR logical Real Mode Addressing
memory range memory region size
[ 1 GB - 16 GB ] = 1GB
Pre-GA3
[ > 16 GB ] = 16 GB
AIX5.1 [ 0.25 GB - 4 GB ] = 0.25 GB
GA3 + APAR IY31961 and
Small Real Mode attribute in LPAR profile not [ 4.25 GB -16 GB ] = 1 GB
selected
[ > 16 GB ] = 16 GB
AIX 5L
[ 1 GB - 16 GB ] = 1 GB
Pre- GA3
[ > 16 GB ] = 16 GB
If you did not select the Small Real Mode Address Region option on the previous slide
when you assigned your minimum, desired, and maximum memory amounts in the
partition profile, the partition will use large real mode addressing. Each large real mode
memory address range is associated with a scalable Real Mode Address Region of a
particular size (256 megabytes, one gigabyte, and 16 gigabytes).
The Real Mode Address Region size is determined by the maximum partition memory
size that you specify. Take the example shown in this slide as an example. If large real-
mode memory addressing regions are used, an LPAR logical memory range from one
gigabyte to 16 gigabytes will use a real-mode addressing memory region size of 16
gigabytes. Anything over 16 gigabytes will also use a real-mode addressing memory
region size of 16 gigabytes.
Real Mode Memory Addressing Region Size Summary
Maximum memory size Real Mode Address Region
Size
0.15 GB - 4 GB 0.25 GB
4.25 GB - 16 GB 1 GB
> 16 GB 16 GB
To prevent the "Not enough contiguous real mode memory" message, for Large Real
Mode Memory cases, start those partitions whose memory sizes are larger than 16 GB
first.
1 GB P2 16 GB P5
Memory Axis
P1 P3 P4
For "smal real mode memory" cases, LPAR order of startup is not an issue.
This last tip can help prevent the message “Not enough contiguous real mode memory”
from occurring. Using the Memory Axis in the slide shown in this chart, let’s look at an
example. Below are the partitions and the amount of memory they each have. Each
partition is labeled as partition 1 (P1), partition 2 (P2), etc.
• P1 = 2 gigabytes
• P2 = 10 gigabytes
• P3 = 16 gigabytes
• P4 = 20 gigabytes
• P5 = 24 gigabytes
With this configuration, you will want to start the partitions that are larger than 16
gigabytes first, and then start the smaller partitions. This will give a start order of:
• P4, P5, P1, P2, and finally, P3
Note that for small real mode memory address region sizes, the order of LPAR startup
is not an issue.
Assign I/O Resources to the LPAR
The physical location code of the disk drive highlighted in blue is: U1.9-P2/Z2-Aa
In the current I/O subsystem, each I/O subsystem has four ultra 3 integrated SCSI
controllers. The SCSI IDs for the drives in each four pack are 1, 2, 3, 4 and 5, 6, 7, 8
and 9, 10, 11, 12 and 13, 14, 15, 16 from left to right.
To determine the physical location code of a particular disk drive, let’s look at drive
number 3, highlighted in blue.
This disk drive has a physical location code of: U1.9-P2/Z2-Aa.
This location code is derived from the formula: Ux.y-P2.72-Aa
(as shown in the rectangular box on this diagram).
“x” is equal to the rack number.
“y” is equal to the I/O subsystem EIA position in the rack.
If you look at the physical location code again, U1.9-P2/Z2-Aa, you can see it is
telling us that drive number 3 is located in rack number 1, and the I/O subsystem
EIA position in the rack is 9.
The partition you are creating will need disk drives assigned to it for rootvg and other
volume groups. The rootvg volume group holds the server code binaries. Additional
volume groups may be defined as necessary. An example is to create a second volume
group to hold the JFS (journaled file system) log for a Domino server’s file system.
Assign I/O Resources to an LPAR
The partition needs PCI slots for network adapters and other
devices dedicated to user access and event reporting to the HMC.
U1.9-P1 U1.8-P2
There are two planars shown here, planar P1 and planar P2. The PCI slots in each
planar are numbered from 1 to 10, counting from left to right. In this example, slot 10 in
U 1.9-P1 is associated with a SCSI PCI adapter dedicated to the CD-ROM media
device.
Slot 11/P1/Z1 in U 1.9-P1 is associated with a 4-pack disk bay enclosure in the I/O
planar board 1.
I/O adapters are physically installed in one of many drawers in a pSeries server.
However, with logical partitioning, any I/O adapter in any I/O drawer can be assigned to
any partition.
You will see that the information related to the front and rear view of the I/O subsystem
is important as we move to the next slide where we show the WebSM—which requires
you to select the I/O resources to be added to the LPAR.
Assign I/O Ressources to an LPAR
Each of the I/O drawers is shown in the left navigation pane. Scroll up and down this
navigation area and select which I/O resources you want in the ‘required’ and ‘desired’
profile attributes of this partition profile. To add resources to either of these categories,
highlight the I/O resource in the left navigation pane and press the Add button.
When you have completed your selections, click the Next button to continue.
Select other LPAR Attributes
You can choose from multiple boot modes. Let’s examine each of the options in detail:
• Normal—This option boots the operating system as specified in the SMS settings.
• SMS—This option boots to the System Management Services (SMS) menus. The
SMS menus include:
Password utilities
Display error log
Remote initial program load setup
SCSI utilities
Select console
MultiBoot
Select language
OK prompt
• DIAG_DEFAULT—This power on option is similar to DIAG_STORED, except that
the system boots up using the default boot list that is stored in the system firmware.
• DIAG_STORED—This option causes the system to perform a service mode boot
using the service mode boot list saved on the managed system. If the system boots
AIX from the disk drive and AIX diagnostics are loaded on the disk drive, AIX boots
to the diagnostics menu. Using this profile to boot the system is the preferred way to
run online diagnostics.
• OPEN_FIRMWARE—This profile is used by service representatives to obtain further
debug information. When enabled, the system boots to the open firmware prompt.
We will select Normal for the boot mode for this first partition. After making your
selections for the service authority and boot mode settings, press Next to continue.
Review the Partition Information: Inventory
When you are satisfied with the configuration options you have chosen, click Finish and
the partition profile will be created.
Create the LPAR's SMS Mode Profile
To copy a system profile, follow these steps in the WebSM client interface:
1. In the left navigation pane, click the + next to the system name or TCP/IP address.
2. Click on Server and Partition Application.
3. Click on Server Management. This will bring up the server information in the
content area in the right pane of the HMC.
4. Highlight the name of the partition profile you just created.
5. From the WebSM menu, click Selected -> Copy.
6. In the Copy Profile window, type the new profile name. In this example, the profile
being copied is named ‘Normal,’ and we have chosen a profile name of ‘SMS.’
7. Click OK on the first Copy Profile screen.
This brings you to the next Copy Profile screen. On the second screen:
1. Click the Other tab and select the boot mode option of SMS.
2. Click OK to complete the profile copy operation.
To copy a partition profile, you must be a member of one of the following roles: System
Administration or Advanced Operator.
HMC View of the Managed System
2
step 2. Press 2 for select boot device
On the next screen, you will need to select the boot device. Here select option 2.
Select Boot Devices. Press Enter to confirm your selection.
These two selections will dictate the device used for first boot for the LPAR.
Select and Commit the CD-ROM as the First Boot Device
Selecting this option will set the CD-ROM as the first boot device.
Perform Overwrite of Base Operating System from CD
Next steps:
1. Boot from AIX product CD
2. Set BOS installation settings, including:
Perform new & complete overwrite install of AIX on hdisk0
Use English as primary language
Use default options in More Options menu
3. Start BOS installation & configure system
The next set of slides will take you through these steps:
1. Boot from the CD which contains the AIX operating system code.
2. Set specific BOS (base operating system) installation settings.
3. Start the actual installation of the operating system, and thus, configure the LPAR.
On the next screen, ‘Installation and Settings,’ verify that the installation settings are
correct by checking:
The method of installation (new and complete overwrite)
The disk or disks you want to install
The primary language environment settings, and
The advanced options.
If the default choices are correct, type 0 and press Enter to begin the BOS installation.
To change any system settings, type 1 for System Settings and press Enter. You will
be able to select the method of installation and from which disks you want to install. In
this case, we need to change the installation method from ‘Preservation’ to ‘New and
Complete Overwrite.’ The next slide shows the screen you receive after selecting the
‘New and Complete Overwrite’ installation method.
AIX Installation Settings: Select Disk(s)
The final screen you will see is the ‘Overwrite Installation Summary’ screen. Here you
can verify the installation options you have specified. If you are satisfied with your
choices, select option 1. Continue with Install and press Enter to start the actual
installation process.
BOS Installation and Customization: Set Terminal Type
On the ‘Installation Assistant’ menu, select ‘Set Date and Time’ and complete the
following:
• Set the date and time to current values.
• Set the correct time zone.
• Press Esc+3 to return to the ‘Installation Assistant’ menu.
Back at the ‘Installation Assistant’ menu, set the root password for the partition to
ibmaix.
You will now be taken to the Minimum Configuration: Startup screen shown on the next
slide.
Network Settings for the Partition
When installation has completed, exit the ‘Installation Assistant’ menu. You will now
need to use the HMC or the WebSM to reactivate the partition based on its normal
profile. We will show you how to do this on the next slide.
Activate the Partition using Normal Profile
This will bring up the ‘Activate Partition’ screen shown in this slide. Select the Normal
activation profile and press OK to start the partition. The newly configured and installed
partition is now ready for use.
The remainder of this course provides some additional hints and tips you may find
useful when creating and installing LPARs on your pSeries server.
Miscellaneous: Login to LPAR and Issue AIX Commands
The prtconf command prints the system configuration information. Output includes:
• System model and serial number
• Processor type
• Number of processors
• processor clock speed
• CPU type
• Name of any associated LPARs
• Total memory
• Network information
• And more
Miscellaneous: Enable Remote Command Execution for SSH
The PuTTY utility enables you to have secure, remote network connectivity to the HMC.
PuTTY provides data encryption, data integrity, and authentication. Using the PuTTY
interface, there is no need to be sitting at the same machine where you are typing
commands. The commands and responses can be securely sent over a network, so you
can sit at one computer and give commands to another one, or to more than one other
computer.
The PuTTY executable can be downloaded from the Web site shown in this chart.
Miscellaneous: PuTTY Configuration
HMC IP address
The session information is shown here. For the Host Name (or IP address) field, enter
the host name or TCP/IP address of the system within which you want to use the
PuTTY utility. The protocol you will find most useful in executing remote commands to
an LPAR with PuTTY is the SSH protocol.
When you have specified the correct configuration parameters, press the Open button
to launch PuTTY over secure shell, SSH. You will be taken to the screen on the next
slide.
The
End
Summary
In this course, you learned how to configure HMC and also how to configure the
WebSM client to remotely access the HMC.
You also learned what steps are necessary in preparing your pSeries server to enable it
for logical partitioning.
This course also covered details showing you how to create and configure a logical
partition. You were shown how to copy that partition profile, creating an SMS partition
profile.
Additionally, you learned about some miscellaneous tools that you can use in your own
environment to install and configure LPAR on your own server.
We think you will now agree that the LPAR capability available on the pSeries servers
offers you a great deal of flexibility in configuring different environments for various
workloads.
• Redbook: Complete Partitioning Guide for IBM eServer pSeries Servers (SG24-
7039) can be found at…
ibm.com/redbooks Æ search for SG24-7039
• The Logical Partitioning, Frequently Asked Questions web site which can be
found at …
ibm.com/eserver/pseries/lpar/faq_2.html
Microsoft, Windows, and the Windows logo are trademarks or registered trademarks of
Microsoft Corporation.
All other trademarks and registered trademarks are the properties of their respective
companies.