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Choosing an upgrade path

About the Upgrade installation option

The Upgrade installation option leaves all non-root filesystems and partitions on your system as they currently are. On the root filesystem, it removes the old SCO OpenServer system and installs new versions of the previously installed packages, as well as any software that is new in Release 5.0.7.

The Upgrade installation option is available if:


NOTE: If you are running a version of SCO OpenServer previous to Release 5.0.5, the Upgrade installation option is not available to you. You need to choose from one of the other approaches listed in ``Options for upgrading existing SCO OpenServer systems''.

Supported paths for the Upgrade installation option

If you are upgrading from: You can upgrade to:
SCO OpenServer 5.0.5 Host SCO OpenServer 5.0.7 Host
SCO OpenServer 5.0.5 Desktop SCO OpenServer 5.0.7 Desktop
SCO OpenServer 5.0.5 Enterprise SCO OpenServer 5.0.7 Enterprise
SCO OpenServer 5.0.6 Host SCO OpenServer 5.0.7 Host
SCO OpenServer 5.0.6 Desktop SCO OpenServer 5.0.7 Desktop
SCO OpenServer 5.0.6 Enterprise SCO OpenServer 5.0.7 Enterprise
If you want to take this opportunity to upgrade to an Enterprise System configuration as well, see ``Upgrading to the Enterprise configuration from Host or Desktop''.


NOTE: An upgrade license for SCO OpenServer Release 5.0.7 is not necessarily a prerequisite for using the Upgrade installation option, nor is an upgrade license a guarantee that the Upgrade option will be available for your installation. The Upgrade option is one of several paths that the SCO OpenServer installation can follow; whether or not you can use this option depends entirely on the current version of SCO OpenServer that you are running.

For example, if you currently run SCO OpenServer Release 5.0.6, you can select the Upgrade installation option even if you purchased a full Release 5.0.7 license.

On the other hand, if you purchased an upgrade from SCO Open Desktop Release 3.0, you are not able to use the Upgrade option. Instead, you must select the Fresh installation type, then choose the option under Hard disk setup that is most appropriate for your upgrade -- probably Preserve.


If you want to use the Upgrade option, you must provide licenses for both the original system and the new system to which you are upgrading. Please have this information ready before proceeding with the upgrade installation.

Disk space requirements for the Upgrade installation option

Because the default configuration for SCO OpenServer Release 5.0.7 is larger than the default configuration for SCO OpenServer Releases 5.0.5 and 5.0.6, the root filesystem on your primary hard disk might not be large enough to hold the upgraded system. See ``Determining disk space requirements'' for space requirements.

If you want to choose the Upgrade option, but your root filesystem will not hold the new release, you have three options:


CAUTION: The filesystems offered during the installation for relocated components may contain data that you do not want to disturb, such as user accounts or DOS files installed by NeTraverse Merge. If you choose to relocate components to such filesystems, that data is lost.

Do not rely on being able to put additional data (such as user accounts) on the filesystems you choose for relocation. The relocation program uses nearly all the space in the chosen filesystems, in an attempt to create free space in the root filesystem.

Only filesystems in /etc/default/filesys are offered for relocated components. If you want to relocate components to filesystems that are not displayed at this stage of the installation, abort the installation, reboot your previous system, and run mkdev fs to place the filesystems in /etc/default/filesys.

See ``Upgrades and the relocation of software'' for more information on relocated filesystems.

Data retained with the Upgrade installation option

User data retained on the root filesystem in an Upgrade installation includes:

System data retained on the root filesystem includes:

Non-root filesystems and non-root disks are not changed, unless you select them to receive relocated components.

Recovering from a failed Upgrade installation

If an Upgrade installation fails, the installation program attempts to restore the previous system. The program displays a message about the expected state of the system, depending on the phase in which the upgrade failed.

You may need to perform a Fresh installation and restore your user data from backups.


Next topic: About the Preserve hard disk option
Previous topic: Options for upgrading existing SCO OpenServer systems

© 2003 Caldera International, Inc. All rights reserved.
SCO OpenServer Release 5.0.7 -- 11 February 2003