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<?xml version='1.0' encoding="UTF-8"?>
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<!DOCTYPE guide SYSTEM "/dtd/guide.dtd">
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<!-- $Header: /var/cvsroot/gentoo/xml/htdocs/doc/en/gentoo-x86-tipsntricks.xml,v 1.9 2004/09/22 21:57:14 neysx Exp $ -->
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<guide link="/doc/en/gentoo-x86-tipsntricks.xml">
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<title>Gentoo/x86 Installation Tips & Tricks</title>
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<author title="Author">
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<mail link="swift@gentoo.org">Sven Vermeulen</mail>
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</author>
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<abstract>
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The Gentoo installation allows for very flexible approaches to the various
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installation methods. As it is almost impossible to insert every single tip or
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trick in the installation instructions this document tries to deal with all
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submitted tips and tricks for reference purposes.
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</abstract>
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<license/>
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<version>1.6</version>
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<date>September 25, 2004</date>
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<chapter>
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<title>Introduction</title>
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<section>
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<title>Preliminary</title>
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<body>
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<p>
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This document contains various tips and tricks for the Gentoo/x86 installation.
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Most of them are discussed in a dense way - they are meant as an addendum to the
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installation instructions and not as a replacement.
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</p>
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</body>
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</section>
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<section>
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<title>Contents</title>
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<body>
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<p>
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<b>Advanced Installations</b>
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</p>
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<ul>
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<li><uri link="#software-raid">Software RAID</uri></li>
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<li><uri link="#ata-raid-2.4">ATA RAID using 2.4 kernels</uri></li>
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<li><uri link="#livecd-kernel">Using the LiveCD kernel</uri></li>
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</ul>
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<p>
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<b>Simplifying the Installation</b>
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</p>
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<ul>
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<li><uri link="#leave_terminal">Leaving the Terminal</uri></li>
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</ul>
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<p>
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<b>Fixing Errors/Issues</b>
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</p>
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<ul>
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<li><uri link="#checking-disks">Extensive Testing of your Disks</uri></li>
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<li>
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<uri link="#recover">Recovering from a malfunctioning installation</uri>
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</li>
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</ul>
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</body>
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</section>
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</chapter>
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<chapter>
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<title>Advanced Installations</title>
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<section id="software-raid">
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<title>Software RAID</title>
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<body>
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<note>
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If you are not known to software raid, please read the <uri
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link="http://tldp.org/HOWTO/Software-RAID-HOWTO.html">Software-RAID-HOWTO</uri>.
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</note>
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<p>
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Once you are booted from the LiveCD, load the appropriate RAID modules. For
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instance, if you plan on using RAID-1:
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</p>
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<pre caption="Loading the RAID-1 module">
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# <i>modprobe raid1</i>
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</pre>
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<p>
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When you partition your disks, make sure that your partitions use <c>fd</c>
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(Linux raid autodetect) as Partition Type instead of <c>83</c> (Linux native).
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You can alter the partition type using the <c>t</c> command in <c>fdisk</c>.
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</p>
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<p>
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After partitioning, create the <path>/etc/mdadm.conf</path> file (yes, indeed,
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on the LiveCD environment) using <c>mdadm</c>, an advanced tool for <uri
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link="http://www.linuxdevcenter.com/pub/a/linux/2002/12/05/RAID.html">RAID
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management</uri>. For instance, to have your boot, swap and root partition
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mirrored (RAID-1) covering <path>/dev/sda</path> and <path>/dev/sdb</path>,
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you can use:
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</p>
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<pre caption="mdadm command example">
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# <i>mdadm --create --verbose /dev/md0 --level=1 --raid-devices=2 /dev/sda1 /dev/sdb1</i>
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# <i>mdadm --create --verbose /dev/md1 --level=1 --raid-devices=2 /dev/sda2 /dev/sdb2</i>
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# <i>mdadm --create --verbose /dev/md2 --level=1 --raid-devices=2 /dev/sda3 /dev/sdb3</i>
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</pre>
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<p>
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The Linux Software RAID driver will start creating the metadevices. You can see
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its progress in <path>/proc/mdstat</path>. Wait until the metadevices are
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completely finished before proceeding.
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</p>
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<p>
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From now onwards, use <path>/dev/md0</path> for the boot partition,
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<path>/dev/md1</path> for the swap partition and <path>/dev/md2</path> for the
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root partition.
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</p>
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<p>
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After mounting <path>/dev/md2</path> on <path>/mnt/gentoo</path>, don't forget
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to copy over <path>/etc/mdadm.conf</path> to <path>/mnt/gentoo/etc</path>.
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</p>
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<p>
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When you're configuring your kernel, make sure you have the appropriate RAID
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support <e>in</e> your kernel and not as module.
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</p>
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<p>
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When installing extra tools, emerge <c>mdadm</c> as well. Note that this
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isn't available on all LiveCDs so you might not be able to install Gentoo on a
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Software RAID when using a networkless installation!
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</p>
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<p>
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When configuring your bootloader, make sure it gets installed in the MBR of
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<e>both</e> disks if you use mirroring.
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</p>
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</body>
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</section>
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<section id="ata-raid-2.4">
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<title>ATA RAID using 2.4 kernels</title>
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<body>
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<p>
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Make sure you boot your LiveCD using the <c>doataraid</c> option. Once booted,
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check the contents of <path>/dev/ataraid</path>. It should contain various
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<path>disc*</path> directories for each harddisk available in the ATA RAID. An
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entire disk is displayed as <path>disc</path> while partitions are
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<path>part*</path>.
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</p>
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<p>
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Write down the various <path>/dev/ataraid/disc*/*</path> device files that you
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use to install Gentoo on. You will need to substitute the <path>/dev/hda</path>
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examples in the installation with this path.
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</p>
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<p>
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Before chrooting, bind-mount the <path>/dev</path> structure in the new
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environment:
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</p>
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<pre caption="Bind-mounting /dev">
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# <i>mount -o bind /dev /mnt/gentoo/dev</i>
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</pre>
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<p>
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When configuring your kernel, make sure you enable support for your ATA RAID
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chipset and options. For instance, a popular ATA RAID system is a <e>Promise
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FastTrack built-in RAID</e> in which case you definitely need <c>Promise
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FastTrack Options</c> built in into your kernel.
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</p>
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<p>
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When configuring GRUB, you first have to create a GRUB bootdisk. This is not as
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hard as you think. First install GRUB as you would, but when you come to the
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part where GRUB is getting installed in the MBR, follow the following
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instructions:
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</p>
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<pre caption="Creating a GRUB bootdisk">
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# <i>cd /boot/grub</i>
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# <i>dd if=stage1 of=/dev/fd0 bs=512 count=1</i>
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# <i>dd if=stage2 of=/dev/fd0 bs=512 seek=1</i>
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</pre>
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<p>
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You still need to write your <path>grub.conf</path> file. This is no different
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from the installation instructions, just make sure that your <c>root=</c> points
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to the ATA RAID device.
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</p>
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<p>
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After finishing the installation, boot with your GRUB bootdisk. You will be
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greeted by a GRUB prompt. Now configure GRUB to boot from the ATA RAID device:
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</p>
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<pre caption="Installing GRUB on the ATA RAID">
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grub> root (hd0,x)
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grub> setup (hd0)
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grub> quit
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</pre>
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<p>
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Now reboot (with the GRUB bootfloppy removed).
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</p>
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<p>
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LILO users can safely use the instructions mentioned in the installation
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instructions.
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</p>
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</body>
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</section>
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<section id="livecd-kernel">
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<title>Using the LiveCD kernel</title>
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<body>
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<p>
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If you don't want to compile a kernel yourself you can use the kernel from the
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LiveCD and copy it to your system. When you come to the point that you're asked
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to compile a kernel, go to another terminal (press Alt-F2) and log in with the
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root password you've supplied at the beginning of the installation.
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</p>
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<p>
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Copy over the kernel and modules to your Gentoo system:
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</p>
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<pre caption="Copying over the LiveCD kernel">
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<comment>(${KN} is the kernel name, usually something like 'gentoo' or 'smp')</comment>
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cdimage ~# <i>cp /mnt/cdrom/isolinux/${KN} /mnt/cdrom/isolinux/${KN}.gz /mnt/gentoo/boot</i>
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cdimage ~# <i>mkdir -p /mnt/gentoo/lib/modules</i>
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cdiamge ~# <i>cp -Rp /lib/modules/`uname -r` /mnt/gentoo/lib/modules</i>
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</pre>
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<p>
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Make sure you <c>emerge hotplug</c> and have it added to the boot runlevel. To
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have all modules that are currently running (from the LiveCD) loaded during
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bootup of your Gentoo system, run the following command from within the chrooted
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environment:
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</p>
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<pre caption="Adding all running modules to the modules.conf file">
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# <i>cat /proc/modules | cut -d ' ' -f 1 >> \</i>
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<i>/etc/modules.autoload.d/kernel-`uname -r | cut -d . -f -2`</i>
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# <i>modules-update</i>
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</pre>
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</body>
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</section>
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</chapter>
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<chapter>
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<title>Simplifying the Installation</title>
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| 265 |
<section id="leave_terminal">
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<title>Leaving your Terminal</title>
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<body>
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<p>
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Many people want to leave their system when it's compiling. In certain cases
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this is rather difficult as the installation is done in a public environment
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where you cannot trust everyone. If this is the case, you want to be able to
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perform the compilation in the background and log out from all terminals.
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</p>
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<p>
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There are several possible solutions for this. The first one is to use
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<c>screen</c>. After booting the LiveCD, set your root password and start a
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screen session:
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</p>
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<note>
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Not all LiveCDs provide screen. If this is the case, you will have to use one of
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the other methods described in this section.
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</note>
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<pre caption="Starting a screen session">
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# <i>screen -S gentoo</i>
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</pre>
|
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<p>
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Once inside the screen session you can perform the entire installation. When you
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want to leave your terminal, press <c>Ctrl-a, d</c> (that is, control and a at
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the same time, then followed by a d) to <e>detach</e> your screen session. You
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can now safely log out of your system.
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</p>
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<p>
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To regain access to your terminal, log in as root again and <e>attach</e> to
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the running screen session:
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</p>
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<pre caption="Attaching to a screen session">
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# <i>screen -x gentoo</i>
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</pre>
|
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<p>
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If you can't use screen, there is still a way to leave your terminal. Follow the
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installation instructions, but when you come to the point where a long-term
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compilation would be started (for instance the <c>./scripts/bootstrap.sh</c>
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step), use <c>nohup</c> which allows for a process to continue even when you log
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out. Don't forget the trailing "&", otherwise the process won't be placed in
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the background! Remember where you are (the <c>pwd</c> command will show you
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that) as you will need to know this later on.
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</p>
|
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<pre caption="Using nohup">
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# <i>pwd</i>
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/usr/portage
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# <i>nohup ./scripts/bootstrap.sh &</i>
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</pre>
|
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<p>
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Now exit the chrooted environment (<c>exit</c>) and the LiveCD session. Your
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compilation will continue in the background.
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</p>
|
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|
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<p>
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| 329 |
When you want to check the compilation, log in as root (on the LiveCD) and
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chroot back into your environment and go to the directory where you left off:
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</p>
|
| 332 |
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<pre caption="Chrooting back">
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| 334 |
# <i>chroot /mnt/gentoo /bin/bash</i>
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# <i>env-update && source /etc/profile</i>
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| 336 |
# <i>cd /usr/portage</i>
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| 337 |
</pre>
|
| 338 |
|
| 339 |
<p>
|
| 340 |
Now use the <c>less</c> command on the <path>nohup.out</path> file that is
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situated inside that directory. The compilation will append its output to that
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file, so if you want to follow the compilation progress, run <c>less
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| 343 |
nohup.out</c> and press <c>F</c> to follow the changes. When the compilation is
|
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finished, you can continue with the next step of the installation instructions.
|
| 345 |
</p>
|
| 346 |
|
| 347 |
<p>
|
| 348 |
If you ever get tired of following the changes, press <c>Ctrl-C</c> followed by
|
| 349 |
a <c>q</c>. This won't stop the compilation process, only the <c>less</c>
|
| 350 |
process.
|
| 351 |
</p>
|
| 352 |
|
| 353 |
</body>
|
| 354 |
</section>
|
| 355 |
</chapter>
|
| 356 |
|
| 357 |
<chapter>
|
| 358 |
<title>Fixing Errors/Issues</title>
|
| 359 |
<section id="checking-disks">
|
| 360 |
<title>Extensive Testing of your Disks</title>
|
| 361 |
<body>
|
| 362 |
|
| 363 |
<p>
|
| 364 |
If you think your disk needs to be thoroughly checked for consistency (bad
|
| 365 |
sectors and such), you can use the <c>-c</c> option while placing the ext2 or
|
| 366 |
ext3 filesystem on it (using <c>mke2fs</c>). This will perform a read-test and
|
| 367 |
will mark all bad blocks as such. If you are really paranoid, use <c>-c -c</c>
|
| 368 |
to perform an extensive read/write test.
|
| 369 |
</p>
|
| 370 |
|
| 371 |
<pre caption="Checking for disk consistency">
|
| 372 |
# <i>mke2fs -j -c /dev/hda3</i>
|
| 373 |
</pre>
|
| 374 |
|
| 375 |
</body>
|
| 376 |
</section>
|
| 377 |
<section id="recover">
|
| 378 |
<title>Recovering from a malfunctioning installation</title>
|
| 379 |
<body>
|
| 380 |
|
| 381 |
<p>
|
| 382 |
If for some reason your Gentoo installation fails, you don't have to redo the
|
| 383 |
installation all over again. Instead, you can safely "go" to the point where you
|
| 384 |
think you made a mistake (or where you think the instructions are flawed) and
|
| 385 |
try a different approach.
|
| 386 |
</p>
|
| 387 |
|
| 388 |
<p>
|
| 389 |
First of all you need to chroot back into your Gentoo Linux environment. Follow
|
| 390 |
the instructions again, but ignore the partitioning steps as your partitions are
|
| 391 |
already created and even populated. You can therefore immediately mount those
|
| 392 |
partitions at <path>/mnt/gentoo</path>. You should also ignore the steps about
|
| 393 |
stage extraction and modifying <path>make.conf</path> - you don't want to
|
| 394 |
overwrite your files do you?
|
| 395 |
</p>
|
| 396 |
|
| 397 |
<p>
|
| 398 |
Once chrooted inside your Gentoo Linux environment, immediately go to the step
|
| 399 |
where you think you should try a different approach. Don't redo all the steps
|
| 400 |
like bootstrapping and such unless that is the place where you think things
|
| 401 |
went wrong.
|
| 402 |
</p>
|
| 403 |
|
| 404 |
<p>
|
| 405 |
For instance, if you believe that you have a wrongly configured
|
| 406 |
<path>grub.conf</path>, you can immediately fire up your editor to update
|
| 407 |
<path>/boot/grub/grub.conf</path>.
|
| 408 |
</p>
|
| 409 |
|
| 410 |
<p>
|
| 411 |
Once you have tried a different approach for your situation, you should consider
|
| 412 |
how much of the subsequent steps you need to perform again. If the subsequent
|
| 413 |
steps are depending on your change, you will need to redo those.
|
| 414 |
</p>
|
| 415 |
|
| 416 |
<p>
|
| 417 |
For instance,
|
| 418 |
</p>
|
| 419 |
|
| 420 |
<ul>
|
| 421 |
<li>
|
| 422 |
if you have changed a variable inside <path>make.conf</path> you will need
|
| 423 |
to do all subsequent compiling since those depend on the settings inside
|
| 424 |
<path>make.conf</path>
|
| 425 |
</li>
|
| 426 |
<li>
|
| 427 |
if you have altered <path>/boot/grub/grub.conf</path> you can immediately
|
| 428 |
exit the chrooted environment and reboot as no subsequent steps are
|
| 429 |
depending on <path>grub.conf</path>
|
| 430 |
</li>
|
| 431 |
<li>
|
| 432 |
if you have recompiled your kernel you only need to make sure that your
|
| 433 |
bootloader configuration points to the correct kernel image (double-check
|
| 434 |
that you mounted your <path>/boot</path>!), then you can exit the chrooted
|
| 435 |
environment and reboot
|
| 436 |
</li>
|
| 437 |
<li>
|
| 438 |
if you have altered <path>/etc/fstab</path> you can exit the chrooted
|
| 439 |
environment and reboot
|
| 440 |
</li>
|
| 441 |
</ul>
|
| 442 |
|
| 443 |
<p>
|
| 444 |
As you can see, for most recovery operations you can immediately reboot. Only in
|
| 445 |
certain cases will you need to redo the subsequent installation steps.
|
| 446 |
</p>
|
| 447 |
|
| 448 |
</body>
|
| 449 |
</section>
|
| 450 |
|
| 451 |
</chapter>
|
| 452 |
|
| 453 |
</guide>
|