AppleShare IP 6.1 ships with a Mac OS 8.5 CD. Detailed steps on how to install both the operating system and AppleShare IP (ASIP) can be found in the "Getting Started with Mac OS 8.5 Server" manual that shipped with the software. A text file entitled "ASIP 6.1 Upgrade Instructions" can also be found on the CD, with information for users who are upgrading from a previous version of ASIP. For seasoned administrators and technical support engineers, outlined below are the steps involved for:

• Upgrading. Installing over a previous version of AppleShare or AppleShare IP.
• Upgrading with Clean Install: Upgrading a previous version of AppleShare, but doing a clean install of the OS at the same time.
• New Install. Installing Appleshare IP on a machine for the first time.

• Back Up. Before starting any upgrade procedure, whether it be hardware or software, it's a good idea to have a backup of all server data. This allows you to get the server back up and running in the shortest possible time, in the event of an unforeseen situation, such as a power outage during the installation procedure.
  • Back up essential ASIP files (Users & Groups Data file and the invisible PDS file on each server volume). To back up the invisible PDS files, you'll need to use a utility such as ResEdit or Norton Disk Editor to first make the files visible. Then drag them to a floppy or another volume, keeping track of which volume each PDS file came from, so you can restore it to the proper location, should you need to. Backing up these files is just a precaution.). Note that the ASIP First Aid Utility facilitates the process of backing up these files on your 5.x or 6.x server.
  • Verify that you have a recent back up of all server data. At a minimum, you can back up the existing System Folder to another volume as a precaution before proceeding (in addition to backing up the ASIP files, as described above).
  • If you are installing on a mail server, make sure you have a backup of the mail database.
• Install Mac OS 8.5, if desired. The minimum version of Mac OS that can be used with ASIP is 8.1, but installing 8.5 is required to use the TCP Filtering feature. The OS installation process also runs Disk First Aid on the Startup Disk and updates hard disk drivers as necessary. It would also be wise at this time to run Disk First Aid on all other server volumes, and rebuild desktop files, before putting the server back on line.
• Install ASIP 6.1. Select easy install to install everything, or custom install to select a subset of server components, as you prefer.
• Restart and run Easy Setup. Your serial number should still be available from the old preference files, and you should be ready to go. If you are running a version of the mail database that is earlier than 6.0, you must use the ASIP Mail Tool to update the database.

• Back up before starting any upgrade procedure, whether it be hardware or software. It is a good idea to have a backup of all server data. This allows you to get the server back up and running in the shortest possible time, in the event of an unforeseen situation, such as a power outage during the installation procedure.
  • Back up essential ASIP files (Users & Groups Data file and the invisible PDS file on each server volume). To back up the invisible PDS files, you'll need to use a utility such as ResEdit or Norton Disk Editor to first make the files visible. Then drag them to a floppy or another volume, keeping track of which volume each PDS file came from, so you can restore it to the proper location, should you need to. Backing up these files is just a precaution.). Note that the ASIP First Aid Utility facilitates the process of backing up these files on your ASIP 5.x or 6.x server.
  • Verify that you have a recent back up of all server data. At a minimum, you can back up the existing System Folder to another volume as a precaution before proceeding (in addition to backing up the ASIP files, as described above).
  • If you are installing on a mail server, make sure you have a backup of the mail database.
• Install Mac OS 8.5, if desired, choosing the "Clean Install" option. Mac OS 8.1 could also be installed, but 8.5 is required for TCP Filtering. The OS installation process will also run Disk First Aid on the Startup Disk and update hard disk drivers as necessary. It would also be wise at this time to run Disk First Aid on all other server volumes, and rebuild desktop files, before putting the server back on line.
• Configure control panels:
  • Date & Time: Remember to set the time zone, also.
  • Energy Saver: Use Server Settings to prevent the server from sleeping. You can also set it to restart after a power outage.
  • AppleTalk: Select appropriate interface for AppleTalk communications.
  • TCP/IP: Configure the TCP/IP control panel with a static IP address, subnet mask, router address, DNS servers.
• Install ASIP 6.1 Select easy install to install everything or custom install, to select a subset of server components, as you prefer. Restart the server after the installation is complete, but don't launch the ASIP applications yet.
• Restore ASIP files. If you used the ASIP First Aid utility to backup the files, use the same utility to restore them to their correct locations. If you backed up the files manually, follow these steps to restore:
  • Drag the new Users & Groups Data file from the Preferences folder to the desktop.
  • Drag your backup of the Users & Groups data file (from Previous System Folder) to the Preferences folder.
    • The AppleShare PDS files from your server volumes do not need to be restored at this point, because they did not get altered by the clean installation process UNLESS you didn't follow these instructions and opened a Web & File program before restoring the Users & Groups data file. If you did so, your PDS files would have been set back to default; you will know when this happened because all privileges of the folders are lost. If this should happen, you can quit any open ASIP applications and restore the AppleShare PDS files to the volumes they came from at this time. The files do not need to be invisible, but making them so prevents them from being inadvertently moved or renamed.
  • Restart the server.
• Run Easy Setup.

• Install Mac OS 8.5, if needed/desired. ASIP 6.1 will work with Mac OS version 8.1, except for TCP Filtering which requires Open Transport 2.0, a part of Mac OS 8.5. If a System Folder already exists on the machine, it is advisable to select the option to do a clean install. This process will also run Disk First Aid on the startup disk, and update the hard disk drivers if needed. It would also be wise at this time to run Disk First Aid and update drivers on all other server volumes, and rebuild desktop files, before putting the server on line.
• Configure control panels if needed:
  • Date & Time: Remember to set the time zone, also.
  • Energy Saver: Use Server Settings to prevent the server from sleeping. You can also set it to restart after a power outage.
  • AppleTalk: Select appropriate interface for AppleTalk communications.
  • TCP/IP: Configure the TCP/IP control panel with a static IP address, subnet mask, router address, DNS servers.
  • File Sharing: Enter owner name (which will become server administrator's account name), password (admin password), and server name.
• Install ASIP 6.1:
  • The ASIP 6.1 installer will detect if Open Doc (needed for the Administrator applications) is present, and install it, if needed.
• Run ASIP Easy Setup, following the prompts (have your serial number handy).