Computing: Computer Administration

Installing OS/2 Warp 4.52 workstation.

The installation of OS/2 Warp 4.52 on a VMware virtual machine (I actually use VMware Workstation 16, running on Windows 10) is rather straight forward. However, not to exclude that the correct configuration of the VM and the chance to have chosen the "best" available installation files are the conditions of an installation without complications. Here are the settings of my VM:

You can download the software from the OS/2 Warp 4.52 page of the WinWorld website. The download contains 2 CDROM images, named "mcp2-refresh-boot-en.iso" and "mcp2-refresh-install-en.iso". Please, note that the OS/2 setup program references these CDROMs as "OS/2 Installation CDROM" and "OS/2 Warp CDROM" respectively. Also, note that the installer will (probably) not notice when you just switch the ISO; cf. CD switching not recognized in (some) virtual machines for help.

Be aware that this tutorial is about the installation of OS/2 Warp 4, and does not apply as such to other releases of the operating system. And it's about the installation on VMware; no idea, how far it applies to other virtualization software.

Before starting the installation, boot into the BIOS and change the boot sequence to: CDROM > HDD > removable devices!

Insert the "boot" CDROM and power on the virtual machine. The blue screen with the IBM logo is displayed for some seconds.

OS/2 Warp 4 installation: IBM logo

When invited to insert the "OS/2 Warp CDROM", switch the ISO (i.e. mount the "install" CDROM). After the "Welcome" screen (screenshot on the left), the description of the three phases installation process is displayed (screenshot on the right).

OS/2 Warp 4 installation: Welcome screen
OS/2 Warp 4 installation: Description of the installation phases

The next screen tells you that the volumes are too small to install OS/2 Warp 4 (screenshot on the left). This is a normal situation. In fact, the harddisk doesn't contain any partition thus the only volume (device) available is the CD-drive. Hit the ENTER key in order to modify the volume sizes (this actually means the creation of the disk partition, where OS/2 will be installed); the message, shown on the screenshot on the right, warns you that all data on the volume will be deleted (no importance, as there is no data on the new empty disk). Hit ENTER to start the partitioning tool.

OS/2 Warp 4 installation: Choosing to modify the installation volume
OS/2 Warp 4 installation: Warning that modifying a volume will destroy all its data

The logical volumes management tools has two views: The logical view (showing the harddisk partitions) and the physical view (showing the harddisk devices). It's the first of these that is opened when the tool is started. On a first screen, it warns a second time that a volume with minimum size = 120 MB is needed to install OS/2 Warp 4 (screenshot on the left). Then, the logical volumes are displayed (screenshot on the right). As the harddisk isn't partitioned at this stage, the lower tab (harddisk volumes) is empty.

OS/2 Warp 4 installation: Partitioning - Warning that there isn't an adequate disk volume available
OS/2 Warp 4 installation: Partitioning - Logical volumes management: No partitions available

Hit the F5 key on the keyboard to display the physical view. The 10 GB harddisk is shown in the upper tab, and in the lower tab, a free space area of the same size is displayed (screenshot on the left). Use the TAB key to navigate to the lower tab. This selects the free space area. Hit ENTER to display the possible actions. One single available: Create a new partition (screenshot on the right).

OS/2 Warp 4 installation: Partitioning - Physical volumes management: Free space area available
OS/2 Warp 4 installation: Partitioning - Physical volumes management: Choosing to create a new partition

Create the logical volume as a primary partition at the beginning of the free space area. Enter a partition name (I chose "OS2"), and set the partition size to the entire space available (this value is filled in by default) (screenshot on the left). On the screenshot on the right, you can now see, in the lower tab of the physical view, the new partition that will be created.

OS/2 Warp 4 installation: Partitioning - Creating a new partition
OS/2 Warp 4 installation: Partitioning - The new partition in 'Physical view'

If you go back to the logical view, you can't yet see the volume that will only be created after having rebooted. Push the F3 key to exit the partitioning tool. In the opening dialog window, be sure that Save the changes and exit is selected.

Now, change the CD (insert the "boot" CDROM) and press CTRL+ALT+DEL to reboot. The new partition will be created at startup of the system, as shown on the screenshot below.

OS/2 Warp 4 installation: Creation of the new partition at system reboot

No need to change the CD here; the "installation diskette" referred to here is well our "boot" CDROM. Press CTRL+ALT+DEL to reboot.

After the CTRL+ALT+DEL, the system restarts showing the IBM logo screen, and after having switched the CDROM, the "Welcome" and the "phases description" screens. Then, the Installation volume selection screen is displayed; accept the C: volume (screenshot on the left). On the next screen (no screenshot), you are asked if you want to perform a long or quick format (I changed the default option and did a quick format), and finally, you have to choose a file system. Normally, you would have the choice between FAT and HPFS. But, as FAT is limited to 4 GB and my disk has a size of 10 GB, only High Performance File System is available (screenshot on the right).

OS/2 Warp 4 installation: Accepting the C: drive as installation volume
OS/2 Warp 4 installation: Formatting the C: drive using HPFS

The setup program now starts copying the files from the CDROM to the harddisk. It then checks the computer's configuration (hardware detection), and finally reboots into the graphical installer.

OS/2 Warp 4 installation: Hardware support (main page)

Most of the settings shown are ok, in particular the IDE CDROM, the PS/2 mouse and the SVGA display. I did not install any multimedia device (audio card) here; I think that this could cause problems. Also, do not install any printer. The only changes that I made on this page were setting the locale to Luxembourg (the primary codepage should be 850, and not 437 as on the screenshot on the left), and the keyboard layout to German (screenshot on the right).

OS/2 Warp 4 installation: Choosing the locale
OS/2 Warp 4 installation: Choosing the keyboard layout

On the next screen, you can install additional hardware support (screenshot on the left). Default values are ok, with the only install being advanced power management. Then, you have to select a default printer: "Do not install default printer" is selected and ok (no screenshot). Finally, you must choose the primary display driver. The default selection is Generic VESA Unaccelerated & VGA GRADDS and is ok (screenshot on the right).

OS/2 Warp 4 installation: Hardware support (additional hardware)
OS/2 Warp 4 installation: Selecting the primary display driver

On the software selection screen, I accepted the defaults: all checkboxes selected, except for "Printer utilities".

OS/2 Warp 4 installation: Software selection

Basic operating system setup and configuration are now finished (screenshot on the left), and the setup program continues with the installation of the client component (essentially the network setup). The first information to enter are your first and last name; I let the "Department" and "Company" fields empty (screenshot on the right).

OS/2 Warp 4 installation: Client component - Installation tasks
OS/2 Warp 4 installation: Client component - User data

Then, you have to select the services that you want to install (screenshot on the left): File and Printer Sharing, TCP/IP, and Netscape Communicator are selected by default; I did not install Tivoli Management Agent. The screenshot on the right shows the Service Configuration page. Even though, all features, except "User ID and Password" have acceptable default settings, you should review them all, and some settings actually have to be changed!

OS/2 Warp 4 installation: Client component - Services selection
OS/2 Warp 4 installation: Client component - Services default settings

First, select Network Adapters and Provided Services. IBM OS/2 NetBIOS and IBM TCP/IP are ok, but the listed IBM PCI Ethernet Adapter Driver might not work correctly. Select it and click the Change adapter... button (screenshot on the left). In the opening Change Adapter window, select the AMD PCNet Ethernet Family Adapter (screenshot on the right).

OS/2 Warp 4 installation: Network adapter - Choose to change the default network adapter
OS/2 Warp 4 installation: Network adapter - Selecting the AMD PCNet Ethernet Family Adapter

I changed TCP/IP Services (screenshot on the left), selecting DHCP server is available on the LAN. As I haven't actually running a DHCP server in this part of my virtual network, this was not the best idea. Not that something goes wrong, just that the machine will take a rather long time to boot (OS/2 waiting for an IP lease that it will never get). Also, if I configure the presence of a DHCP server, I suppose that I also have to configure the presence of the DDNS server. Anyway, I haven't yet tested the network connection, thus no idea if it works correctly. I suggest that for now you simply let the default settings.

Configuration of File and Print Sharing Services: In the main window (screenshot on the left), you can set a host name (I use WK-OSII4), and add an optional description for your machine. Concerning the domain name, I think that this is not the TCP/IP name (as I thought when installing my virtual machine), but what in Windows is called "Workgroup". Anyway, I haven't yet tested file sharing, thus no idea if it works correctly. Let the default domain name, or set it to the workgroup name of the Windows machines present in your network (you can do this later, too). On the other hand, be sure that Install LAN Server Administration and Install sharing are selected. In the Network adapters for File and Print Sharing window (no screenshot), the AMD PCNet Ethernet Family Adapter should be listed and selected. Finally in the User ID and password window (screenshot on the right), enter the credentials necessary to access files and printers on other workgroup machines (or just enter any user name and password, and set the correct one later, if you need it).

OS/2 Warp 4 installation: File and printer sharing - Main settings
OS/2 Warp 4 installation: File and printer sharing - User name and password

You can let the default values for the other settings. Push the Install button to start installation. Before beginning, the setup program will ask your confirmation (screenshot on the left). The screenshot on the right has been taken during the installation process.

OS/2 Warp 4 installation: Starting the client component installation
OS/2 Warp 4 installation: Network adapters and protocol services installation

During installation of the client component, OS/2 Warp 4 reboots at least one time. As I said before, waiting for a DHCP lease makes the startup process lasting a rather long time, and even if you use manual network settings, booting may take time. So, if it seems that the machine hangs (with the network settings displayed), be patient and wait until the desktop shows up.

OS/2 Warp 4 installation: Boot up (LAN DHCP server not running)

Note: It sometimes happens that OS/2 hangs at the beginning of the boot process (before the blue IBM screen shows up). In this case, use CTRL+ALT+DEL to reboot and this time all should work normally.

When installation is finished, the system should boot into the OS/2 desktop. At the first startup of the operating system, you are asked if you want to select some further software packages to be installed. I did not install any of these at this stage.

OS/2 Warp 4 installation: Possibility to install further software

OS/2 Warp 4 is now installed. The next time, that you boot the system, OS/2 should have automatically increased screen resolution to 1024x768 pixels. If not, you can change display settings by right-clicking the desktop, choosing System setup from the opening context menu, and in the System setup window, double-clicking the System icon.

OS/2 Warp 4 installation: OS/2 Warp 4 desktop (1024x768 pixels screen resolution)

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