kmosx: UpgradingToPantherByArchive&Install

What follows is a step-by-step description of installing Panther on Beige G3s that are already happily running Jaguar, in my case 10.2.8, on a hard drive's first partition that is less than 8 GB. 'Archive and Install' is an option in the Panther Installer, but first, you need to prepare your trusty Beige for the upgrade.

I chose to Archive and Install (A&I) because I wanted to save my user folders and settings, applications, applications settings and preferences, and most of my system settings. Jaguar had been running without issue on both of my Beiges, so I saw no reason to erase everything that was working so well, not to mention the hassle of having to reinstall all apps. Regardless of how Panther is installed on our Beiges, it can only be done with the help of XPostFacto, a nifty piece of freeware available here ( http://eshop.macsales.com/OSXCenter/XPostFacto/Framework.cfm?page=XPostFacto3.ht ml ). You also need to have an OS9 system, preferably on a different partition, and preferably OS 9.2.2.

More information about utilities mentioned below can all be found at http://www.versiontracker.com

b BEFORE YOU START

b 1) Check that all the software you currently use will run happily in Panther.

b 2) Download XPostFacto.
Once downloaded and unstuffed, PRINT THE INSTRUCTIONS. Then drag the XPF icon into both your OSX applications folder AND your OS9 applications folder. You will need to access both. It's also handy to drag it into your dock.

b 3) Clean up your system.
The goal is to have as few opportunities as possible for Panther and/or the installer to balk.
- If you have installed a TechToolPro eDrive, boot from your TTP CD and remove the eDrive.
- If you have installed any 'haxies', uninstall them. One of these is Unsanity's Application Enhancer (also known as APE), which will be in your system preferences pane. If you see an APE, usually the first icon on the left on the bottom row 'Other' of preference panes, click on the APE Manager. In the window that opens, click on the 'Information' bar in the center of the screen and, preferably, uninstall APE. It will be easy enough to reinstall once Panther is up and running.
- Also in system preferences, under 'Personal' open your Login preference pane and remove all login items.
- Also in system preferences, make sure your energy saver and your screen saver are set to NEVER.

b 4) Maintenance
- Run all CRON scripts (the daily/weekly/monthly UNIX maintenance commands). Software such as Macaroni or MacJanitor will do this for you if you do not leave your Mac turned on 24 hours a day.
- If you have a utility such as Cocktail or Onyx clean caches and log files.
- If available, boot from DiskWarrior CD (or another drive with DW) and run it.
- Reboot from your OSX drive, and repair permissions.
- BACK UP YOUR DRIVE! Use CarbonCopyCloner (CCC), Silverkeeper, or SuperDuper to clone your system to another partition or, preferably, an external drive. These utilites create a bootable copy of your system, so if your Panther install fails, you can use those same utilities to copy your clone back to its original drive/partition.

b 5) Completely shutdown your beige, then disconnect all Firewire devices.
It's OK to leave USB devices attached, but Firewire has caused some issues during Panther installs.

b 6) Read the XPF instructions carefully.
They will prepare you for the steps ahead.

b ARCHIVE AND INSTALL

b 1) Boot into your Jaguar system.

b 2) Insert your Panther Install CD 1, and just leave it. Do not click on the installer icon.

b 3) Run XPF (latest version is 3.0.b12).
- It may ask you to update. If so, let it do that. You'll then get the main XPF screen.
- At the top, select the volume on which you wish to install Panther. This will be your current OSX volume, the one you are booted to.
- Select 'Restart in OSX' (Should already be selected).
- 'Helper' is 'none'
- Click the 'Options' button. You will leave most of the settings here the way they are.
EXCEPT:
- Video: Check 'Use Old NDRVs'
- Throttle: For this install, move the throttle to the right to a setting of 8.
- DO NOT CHECK 'Enable L2/L3 caches'
- IF YOU HAVE A RADEON 7000 ME card installed and your monitor connected to it, you should pull down the 'output device' menu and select the last item. In my case it read 'ATY,RV100ad_A(CRT)'.
- The bottom half of the XPF screen should show the Panther Install CD highlighted.
- Click 'Install from CD' .

b 4) XPF will install a bunch of extensions and automatically reboot to the CD.
During the boot process, your screen may go black, and a bunch of white type may appear. Don't worry, just let it happen. Your Beige is in Verbose Mode for a short bit, but it will then return to 'normal' and boot into the Panther Install CD.

b 5) Panther Install: Options
- On the screen where you select the volume for Panther install, be sure to select the same OSX partition/volume that you have been working from. On this screen, you also will see an 'Options' button on the bottom. Click this button, then choose 'Archive and Install' and 'Preserve User and Network Settings'.

b 6) Panther Install: Customize
- Next, the install screen will appear. At the bottom of the screen, click the 'Customize' button. Be sure to select BSD system. Most of us installing Panther have also UNCHECKED the foreign language items. You can choose which, if any, of 'Other Applications' you want to install, and which printer drivers you'll need. The goal here is to keep your Panther install as 'clean' and small as possible.

b 7) Finish Installing off Disk 1.
Let the installer proceed on its own. At the beginning of one of my installs, the monitor went black very briefly. I quickly hit the shift key, which restored the monitor. It may have restored itself anyway, but I took no chances. The installs off Disk 1 took about 15 minutes.

b 8) Automatic Restart after Disk 1.
When the first part of the install from Disk 1 is complete, the Beige will try to restart. DURING THIS STAGE OF ARCHIVE AND INSTALL, the beige will not be able to reboot because the XPF extensions that enable Panther have been moved by the "archive" process." Your beige will hang up during startup, either with a black monitor or the grey screen with grey apple and spinning wheel. Don't worry. Once the CD has stopped spinnning, do a 3-finger restart (control-command(apple)-power buttons). At the chime, hold down the "option" key and your Beige will boot into your OS9 system. (Leave the Panther Install disk where it is, in the drive).

Once booted into OS9, Run XPF again (it runs in both 9 and X). This time, select "Restart in OSX" , no helper, and select your highlighted "10.3.X" volume (NOT the Panther install CD). Also,at the top of the XPF screen, pull down 'Cache' and choose 'Check Permissions'. Also pull down the 'Install' menu and choose 'Everything'. What you have done is allowed XPF to reinstall the extensions that were moved by the 'archive' process, and allowed XPF to check that all permissions are correct on the files copied from the Install CD to your new Panther volume.

Click "restart". (DO NOT CLICK 'Install from CD')

b 9) Finish Installing Panther.
At this point, you should successfully boot into your new Panther volume, and the Installer will pick up where it left off, asking you to insert other Install CDs as needed.

b AFTER INSTALLATION IS COMPLETE

b 1) Repair permissions

b 2) Install further upgrades (combo will take you to 10.3.7), repairing permissions after each one.

b 2) Shut down. Then reconnect firewire (don't reconnect until you've upgraded your system software as far as you plan to go).

b 3) If you have a Sonnet G3 or G4 ZIF upgrade,
go to the Sonnet website and download SonnetCache. Once installed on your system, it will enable your L2 cache.

b 4) Go ahead and reinstall APE if you had it before.
If you had other haxies installed, reinstall them one by one to see if they work properly and don't upset your system.

b 5) You can run XPF and reset the Throttle setting back to 0
(all the way to the left).

b TROUBLESHOOTING

If you have a problem along the way, read the XPF instructions carefully. There are all sorts of valuable nuggets that may help your troubleshooting efforts.

b YOUR PREVIOUS SYSTEM

If you look in your Finder, you will see a 'Previous System' folder. This contains everything from your Jaguar system that was 'archived' and not installed into your Panther system. You can easily move some things from here to your new system, such as custom monitor profiles.

b MY BEIGE HARDWARE, in case you want to see what worked for me

1) Beige Desktop, Rev A, 768 MB RAM,
- Sonnet ZIF G4/400
- Sonnet USB/FW card
- Western Digital 30 GB internal drive, connected as Master. Three partitions, OSX on first, 9.2.2 on second, general data storage on third.
- Original CD-ROM
- Original Zip drive

2) Beige Minitower, Rev C, 768 MB RAM
- Sonnet ZIF G4/500
- Keyspan USB2/FW card
- Siig Ultra/ATA PCI controller
- Radeon 7000 ME card
- IBM Deskstar 40 MB internal drive, connected to controller card. Partitions for OSX, Applications, data.
- Seagate Barracuda ATA V 120 GB internal drive, connected to separate channel on controller card. Partitions for OSX, 9.2.2, data.
- Sony CRX CD-RW 12x8x32 Spressa
- Original Zip drive.