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  1. **********************************************************************
  2. Release Notes for Setup
  3. Microsoft Whistler Professional for Intel Itanium Systems
  4. Beta 2
  5. **********************************************************************
  6. (c) 2001 Microsoft Corporation. All rights reserved.
  7. These notes support a preliminary release of a software program that
  8. bears the project code name Whistler.
  9. When installing a new operating system, you need to make several
  10. choices. The Whistler Setup Wizard and this document guide you through
  11. these choices. You also learn how to connect your computer to a
  12. network.
  13. Important: Before you begin, you should also read the file
  14. Read1st.txt, which is on the Whistler Professional CD. This
  15. file contains late-breaking information that was unavailable
  16. when these release notes and Whistler Help were written,
  17. including preinstallation notes vital to the success of your
  18. installation.
  19. This document describes how to run the Whistler Setup Wizard and
  20. install Whistler on a single computer.
  21. ======================================================================
  22. CONTENTS
  23. ======================================================================
  24. 1.0 Before You Begin
  25. 2.0 Disk Partitioning Requirements for Itanium-based Computers
  26. 3.0 Starting an Itanium-based Computer for the First Time
  27. 4.0 Running the Whistler Setup Wizard
  28. ======================================================================
  29. 1.0 Before You Begin
  30. ======================================================================
  31. When you set up Whistler, you have to provide information
  32. about how you want to install the operating system. The procedures in
  33. these release notes help you to provide the necessary information. To
  34. ensure a successful installation, complete the following tasks,
  35. which are described in the sections that follow, before you install
  36. Whistler:
  37. * Make sure your hardware components meet the minimum requirements.
  38. * Obtain Whistler-compatible hardware and software, such as
  39. upgrade packs, new drivers, and so on.
  40. * Obtain network information.
  41. 1.1 Meeting Hardware Requirements
  42. ======================================================================
  43. Before you install Whistler, make sure your computer meets the
  44. following minimum hardware requirements:
  45. * 800 megahertz (MHz) Intel Itanium microprocessor
  46. * 1 gigabyte (GB) of RAM
  47. * VGA monitor or better
  48. * Keyboard
  49. * Mouse or compatible pointing device
  50. * CD-ROM drive
  51. For network installation:
  52. * Whistler-compatible network adapter card and related cable
  53. * Access to the network share that contains the Setup files
  54. To install Whistler automatically, you only need the Whistler
  55. Professional for Intel Itanium systems CD. To create an Extensible
  56. Firmware Interface (EFI) partition, insert a floppy disk that contains
  57. the EFI FDISK and FORMAT tools.
  58. For more information about EFI utilities, see the documentation
  59. supplied by your computer vendor.
  60. 1.2 Obtaining Network Information
  61. ======================================================================
  62. If your computer won't be connected to a network, skip this
  63. section.
  64. First, you need to decide whether your computer is joining a domain
  65. or a workgroup. If you don't know which option to choose or if your
  66. computer won't be connected to a network, select the Workgroup option.
  67. (You can join a domain later after you install Whistler.) If you
  68. select the Domain option, ask your network administrator to create a
  69. new computer account in that domain or reset your existing account.
  70. If your computer is currently connected to a network, request
  71. the following information from your network administrator before you
  72. begin the setup process:
  73. * Name of your computer
  74. * Name of the workgroup or domain
  75. * TCP/IP address (if your network doesn't have a Dynamic Host
  76. Configuration Protocol (DHCP) server)
  77. To connect to a network during the setup process, you must have the
  78. correct hardware installed on your computer and be connected by
  79. network cable.
  80. ======================================================================
  81. 2.0 Disk Partitioning Requirements for Itanium-based Computers
  82. ======================================================================
  83. Itanium-based computers that use EFI have specific partitioning
  84. requirements. The current EFI specification is capable of
  85. understanding the FAT file system only. There must be one partition
  86. that is formatted as a FAT partition. This partition is used to store
  87. programs and information files that EFI uses to automatically start
  88. Whistler.
  89. The current recommended size of the FAT partition is no less than
  90. 100 megabytes (MB) and no more than 1 gigabyte (GB).
  91. ======================================================================
  92. 3.0 Starting an Itanium-based Computer for the First Time
  93. ======================================================================
  94. When you first start an Itanium-based computer that does not have an
  95. operating system installed, the computer starts and then stops at the
  96. shell prompt. During startup, the EFI shell tries to identify file
  97. systems that it recognizes and assigns drive mapping similar to
  98. the MS-DOS-based drive letter assignment.
  99. The drive mappings are listed as fs0, fs1, and so on. A list of all
  100. recognized file systems and block-accessed hardware appears above
  101. the shell prompt when you first start the computer. For example, a
  102. drive mapping similar to the chart below might appear:
  103. fs0 : VenHw(Unknown Device:FF) /CDROM(Entry1)
  104. blk0 : VenHw(Unknown Device:01)
  105. blk1 : VenHw(Unknown Device:80)
  106. blk2 : VenHw(Unknown Device:FF) /CDROM(Entry1)
  107. To change to a specific drive from the command prompt, type its
  108. name followed by a colon. For example, to switch to the CD-ROM drive,
  109. type:
  110. fs0:
  111. ======================================================================
  112. 4.0 Running the Whistler Setup Wizard
  113. ======================================================================
  114. The installation process for Whistler systems is divided into two
  115. phases. The first phase is text-mode setup. The second phase is where
  116. the Whistler Setup Wizard gathers information such as regional
  117. settings, user names and passwords, and network information.
  118. During text-mode setup, files are copied to the computer, and you are
  119. prompted to create partitions and to choose whether you want to
  120. perform a manual or automatic installation. The Whistler Setup Wizard
  121. then copies the appropriate files to your hard disk, checks the
  122. hardware, and configures your installation. When the installation is
  123. complete, you're ready to log on to Whistler. Note that your
  124. computer restarts several times during the setup process.
  125. 4.1 Installing From the Whistler CD
  126. ======================================================================
  127. >>> To install Whistler from the CD:
  128. 1. Turn on your computer and insert the CD into your CD-ROM drive.
  129. 2. After approximately one minute, the EFI shell screen appears.
  130. 3. When the shell prompt appears, type the following, and then
  131. press ENTER:
  132. fs0:
  133. The command prompt now reads fs0:\>. This is the CD-ROM drive.
  134. Note: If partitions on your hard disk already exist, the
  135. mapping for the CD-ROM might be different than the previous
  136. example. To locate the CD, look for the FS mapping that
  137. reads:
  138. CD-ROM
  139. 4. At the fs0:\> prompt, type:
  140. SETUPLDR
  141. Text-mode setup for Whistler starts.
  142. 5. During text-mode setup, you are asked to create and delete
  143. partitions. You must create at least two partitions. One
  144. partition is for the operating system loader files; it must be a
  145. minimum of 100 MB and must be formatted as FAT.
  146. After creating the FAT partition, you can then create additional
  147. partitions for the operating system. The file system on these
  148. partitions can be FAT, FAT32, or NTFS.
  149. 6. Whistler provides a choice of automatic or manual
  150. installations.
  151. An automatic installation configures the computer for you,
  152. requiring a minimum of direction. To perform an automatic
  153. installation, press ENTER.
  154. A manual installation prompts you to enter information during
  155. the setup process.
  156. If you want to configure the computer in a certain way, such as
  157. by using a specific network configuration, you should perform a
  158. manual installation. To perform a manual installation, press C.
  159. 7. Text-mode setup continues and copies the necessary files to the
  160. hard disk. Once text-mode setup completes, the computer restarts
  161. automatically. If the computer stops responding after
  162. restarting, turn off or reset the computer.
  163. 8. When the computer restarts, GUI-mode setup starts automatically.
  164. If you selected a manual installation, you are prompted for
  165. additional information.
  166. 9. Once GUI-mode setup is complete, the computer restarts
  167. automatically.
  168. 4.2 Collecting User and Computer Information
  169. ======================================================================
  170. The Whistler Setup Wizard helps you gather information about you and
  171. your computer. Although much of this installation process is
  172. automatic, you might need to provide information or select settings on
  173. the following wizard pages, depending on the configuration of your
  174. computer:
  175. * Licensing Agreement. If you agree with the terms and want to
  176. continue the setup process, select the option labeled I accept
  177. this agreement.
  178. * Select Special Options. Customize the Whistler installation,
  179. language, and accessibility settings for new installations. You
  180. can set up Whistler to use multiple languages and regional
  181. settings.
  182. * Regional Settings. Change the system and user locale settings for
  183. different regions and languages.
  184. * Personalize Your Software. Type the full name of the person to
  185. whom this copy of Whistler is licensed and, optionally, the
  186. organization.
  187. * Computer Name and Password. Type a unique computer
  188. name that differs from other computer, workgroup, or domain
  189. names on your network. The Whistler Setup Wizard suggests a
  190. computer name, but you can change the name.
  191. * Date and Time Settings. Verify the date and time for your region,
  192. select the appropriate time zone, and then select whether you
  193. want Whistler to automatically adjust for daylight-savings time.
  194. * Networking Settings. Unless you're an advanced user, select the
  195. Typical settings option for your network configuration. To
  196. manually configure network clients, services, and protocols,
  197. select the Custom settings.
  198. * Workgroup or Computer Domain. During the setup process, you must
  199. join either a workgroup or a domain.
  200. For more information, see "Providing Networking Information"
  201. later in this document.
  202. * Network Identification Wizard. If your computer is connected to a
  203. network, this wizard prompts you to identify the users who will
  204. be using your computer. Each person with an account on the
  205. computer can be assigned different levels of access.
  206. 4.3 Providing Networking Information
  207. ======================================================================
  208. During or after the setup process, you need to join either a workgroup
  209. or a domain. If you won't be working on a network, select the option
  210. to join a workgroup.
  211. 4.3.1 Joining a Workgroup
  212. ----------------------------------------------------------------------
  213. A workgroup is one or more computers with the same workgroup name (for
  214. example, a peer-to-peer network). Any user can join a workgroup by
  215. simply typing the workgroup name--you don't need special permissions
  216. to join a workgroup. You must provide an existing or new workgroup
  217. name, or you can use the workgroup name that the Whistler Setup Wizard
  218. suggests.
  219. 4.3.2 Joining a Domain
  220. ----------------------------------------------------------------------
  221. A computer account identifies your computer to the domain, while the
  222. user account identifies you to your computer.
  223. A domain is a collection of computers defined by a network
  224. administrator. Unlike joining a workgroup, which you can do yourself,
  225. joining a domain requires permission from the network administrator.
  226. To join a domain during the setup process, you must already have an
  227. existing computer account in the domain you want to join. You are
  228. prompted to type a new computer account name. Before you run the
  229. Whistler Setup Wizard, ask your network administrator to create a
  230. computer account. Or if you have the appropriate privileges, you can
  231. create the account during the setup process and join the domain. To
  232. join a domain, you need to provide your user name and password.
  233. Note: If you have difficulty joining a domain during the setup
  234. process, join a workgroup instead, and then join the domain
  235. after you finish installing Whistler.
  236. 4.4 Logging on to Whistler
  237. ======================================================================
  238. When you install Whistler, Setup prompts you to create a user account for yourself and one for each person who regularly uses the computer, whether in an office or home.
  239. Important: The Administrator account is still active in Whistler, but you can only gain access to it when you are in safe mode. If you need to perform administrative-only tasks on your computer, such as managing accounts and resources, assign Administrator rights to your user account when you create it during Setup.
  240. If you have Administrator rights, you can assign permissions to each user account. For example, you can determine whether a user may install software, view other users' documents, and operate network resources such as printers and servers.
  241. 4.2 Creating a User Account
  242. ======================================================================
  243. Your user account identifies your user name and password, the groups
  244. you're a member of, which network resources you have access to, and
  245. your personal files and settings. Each person who regularly uses the
  246. computer should have a user account. The user account is identified by
  247. a user name and a password, both of which the user types when logging
  248. on to the computer. You can create individual user accounts after
  249. logging on to the computer by using an account with Administrator rights.
  250. >>> To create a user account:
  251. 1. Log on to the computer as a user with Administrator rights.
  252. 2. Click Start, and then click Control Panel.
  253. 3. Double-click User Accounts.
  254. 4. Click Create a new account.
  255. 5. Follow the instructions that appear.