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release time. note that since this is beta1, the release dir and stage/media names have been adjusted accordingly. also, the handbooks are marked with a disclaimer=draft, so once the final is out, that will be removed and the release names adjusted. in the mean time, these are live. the beta is officially released. no, it's not april fools, but it is april 1st. :)

1 swift 1.1 <?xml version='1.0' encoding='UTF-8'?>
2     <!DOCTYPE sections SYSTEM "/dtd/book.dtd">
3    
4     <!-- The content of this document is licensed under the CC-BY-SA license -->
5 neysx 1.30 <!-- See http://creativecommons.org/licenses/by-sa/2.5 -->
6 swift 1.1
7 nightmorph 1.46 <!-- $Header: /var/cvsroot/gentoo/xml/htdocs/doc/en/handbook/draft/hb-install-alpha-kernel.xml,v 1.26 2008/03/31 21:48:58 nightmorph Exp $ -->
8 swift 1.1
9     <sections>
10 swift 1.11
11 nightmorph 1.46 <version>9.0</version>
12     <date>2008-04-01</date>
13 swift 1.11
14 swift 1.1 <section>
15     <title>Timezone</title>
16     <body>
17    
18     <p>
19     You first need to select your timezone so that your system knows where it is
20 neysx 1.39 located. Look for your timezone in <path>/usr/share/zoneinfo</path>, then copy
21     it to <path>/etc/localtime</path>. Please avoid the
22 neysx 1.30 <path>/usr/share/zoneinfo/Etc/GMT*</path> timezones as their names do not
23 neysx 1.39 indicate the expected zones. For instance, <path>GMT-8</path> is in fact
24     GMT+8.
25 swift 1.1 </p>
26    
27     <pre caption="Setting the timezone information">
28     # <i>ls /usr/share/zoneinfo</i>
29     <comment>(Suppose you want to use GMT)</comment>
30 neysx 1.39 # <i>cp /usr/share/zoneinfo/GMT /etc/localtime</i>
31 swift 1.1 </pre>
32    
33     </body>
34     </section>
35     <section>
36     <title>Installing the Sources</title>
37     <subsection>
38     <title>Choosing a Kernel</title>
39     <body>
40    
41     <p>
42     The core around which all distributions are built is the Linux kernel. It is the
43     layer between the user programs and your system hardware. Gentoo provides its
44     users several possible kernel sources. A full listing with description is
45     available at the <uri link="/doc/en/gentoo-kernel.xml">Gentoo Kernel
46     Guide</uri>.
47     </p>
48    
49     <p>
50 nightmorph 1.38 For alpha-based systems we have <c>gentoo-sources</c> (the default 2.6 kernel
51     source).
52 swift 1.1 </p>
53    
54     <pre caption="Installing a kernel source">
55 nightmorph 1.38 # <i>emerge gentoo-sources</i>
56 swift 1.1 </pre>
57    
58     <p>
59     When you take a look in <path>/usr/src</path> you should see a symlink called
60 neysx 1.33 <path>linux</path> pointing to your kernel source. In this case, the installed
61 nightmorph 1.38 kernel source points to <c>gentoo-sources-<keyval id="kernel-version"/></c>.
62     Your version may be different, so keep this in mind.
63 swift 1.1 </p>
64    
65     <pre caption="Viewing the kernel source symlink">
66     # <i>ls -l /usr/src/linux</i>
67 nightmorph 1.38 lrwxrwxrwx 1 root root 12 Oct 13 11:04 /usr/src/linux -&gt; linux-<keyval id="kernel-version"/>
68 swift 1.1 </pre>
69    
70     <p>
71 nightmorph 1.38 Now it is time to configure and compile your kernel source. You can use
72     <c>genkernel</c> for this, which will build a generic kernel as used by the
73     Installation CD. We explain the "manual" configuration first though, as it is
74 swift 1.1 the best way to optimize your environment.
75     </p>
76    
77     <p>
78     If you want to manually configure your kernel, continue now with <uri
79 nightmorph 1.38 link="#manual">Default: Manual Configuration</uri>. If you want to use
80     <c>genkernel</c> you should read <uri link="#genkernel">Alternative: Using
81 swift 1.1 genkernel</uri> instead.
82     </p>
83    
84     </body>
85     </subsection>
86     </section>
87     <section id="manual">
88     <title>Default: Manual Configuration</title>
89     <subsection>
90     <title>Introduction</title>
91     <body>
92    
93     <p>
94 neysx 1.7 Manually configuring a kernel is often seen as the most difficult procedure a
95 neysx 1.8 Linux user ever has to perform. Nothing is less true -- after configuring a
96 swift 1.1 couple of kernels you don't even remember that it was difficult ;)
97     </p>
98    
99     <p>
100     However, one thing <e>is</e> true: you must know your system when you start
101 swift 1.24 configuring a kernel manually. Most information can be gathered by emerging
102 swift 1.25 pciutils (<c>emerge pciutils</c>) which contains <c>lspci</c>. You will now
103 swift 1.24 be able to use <c>lspci</c> within the chrooted environment. You may safely
104     ignore any <e>pcilib</e> warnings (like pcilib: cannot open
105     /sys/bus/pci/devices) that <c>lspci</c> throws out. Alternatively, you can run
106 swift 1.25 <c>lspci</c> from a <e>non-chrooted</e> environment. The results are the same.
107 swift 1.24 You can also run <c>lsmod</c> to see what kernel modules the Installation CD
108     uses (it might provide you with a nice hint on what to enable).
109 swift 1.1 </p>
110    
111     <p>
112     Now go to your kernel source directory and execute <c>make menuconfig</c>. This
113     will fire up an ncurses-based configuration menu.
114     </p>
115    
116     <pre caption="Invoking menuconfig">
117     # <i>cd /usr/src/linux</i>
118     # <i>make menuconfig</i>
119     </pre>
120    
121     <p>
122     You will be greeted with several configuration sections. We'll first list some
123     options you must activate (otherwise Gentoo will not function, or not function
124     properly without additional tweaks).
125     </p>
126    
127     </body>
128     </subsection>
129     <subsection>
130     <title>Activating Required Options</title>
131     <body>
132    
133     <p>
134 nightmorph 1.46 First go to <c>File Systems</c> and select support for the filesystems you use.
135 swift 1.1 <e>Don't</e> compile them as modules, otherwise your Gentoo system will not be
136 vapier 1.22 able to mount your partitions. Also select <c>Virtual memory</c> and <c>/proc
137 nightmorph 1.38 file system</c>.
138 swift 1.1 </p>
139    
140     <pre caption="Selecting necessary file systems">
141 neysx 1.4 File systems ---&gt;
142     Pseudo Filesystems ---&gt;
143     [*] /proc file system support
144     [*] Virtual memory file system support (former shm fs)
145 swift 1.1
146     <comment>(Select one or more of the following options as needed by your system)</comment>
147     &lt;*&gt; Reiserfs support
148     &lt;*&gt; Ext3 journalling file system support
149     &lt;*&gt; JFS filesystem support
150     &lt;*&gt; Second extended fs support
151     &lt;*&gt; XFS filesystem support
152     </pre>
153    
154     <p>
155     If you are using PPPoE to connect to the Internet or you are using a dial-up
156     modem, you will need the following options in the kernel:
157     </p>
158    
159     <pre caption="Selecting PPPoE necessary drivers">
160 neysx 1.4 Device Drivers ---&gt;
161     Networking support ---&gt;
162     &lt;*&gt; PPP (point-to-point protocol) support
163     &lt;*&gt; PPP support for async serial ports
164     &lt;*&gt; PPP support for sync tty ports
165 swift 1.1 </pre>
166    
167     <p>
168     The two compression options won't harm but are not definitely needed, neither
169 nightmorph 1.38 does the <c>PPP over Ethernet</c> option, that might only be used by <c>ppp</c>
170     when configured to do kernel mode PPPoE.
171 swift 1.1 </p>
172    
173     <p>
174     If you require it, don't forget to include support in the kernel for your
175     ethernet card.
176     </p>
177    
178     <p>
179 vapier 1.9 The following options are recommended as well:
180 swift 1.1 </p>
181    
182 vapier 1.9 <pre caption="Recommended Alpha options">
183 swift 1.1 General setup ---&gt;
184     &lt;*&gt; SRM environment through procfs
185     &lt;*&gt; Configure uac policy via sysctl
186    
187     Plug and Play configuration ---&gt;
188     &lt;*&gt; Plug and Play support
189     &lt;M&gt; ISA Plug and Play support
190    
191     SCSI support ---&gt;
192     SCSI low-level drivers ---&gt;
193     &lt;*&gt; SYM53C8XX Version 2 SCSI support (NEW)
194     &lt;*&gt; Qlogic ISP SCSI support
195    
196     Network device support ---&gt;
197     Ethernet (10 or 100 Mbit) ---&gt;
198     &lt;M&gt; DECchip Tulip (dc21x4x) PCI support
199     &lt;M&gt; Generic DECchip &amp; DIGITAL EtherWORKS PCI/EISA
200     &lt;M&gt; EtherExpressPro/100 support (eepro100)
201     &lt;M&gt; EtherExpressPro/100 support (e100)
202     Ethernet (1000 Mbit) ---&gt;
203     &lt;M&gt; Alteon AceNIC
204     [*] Omit support for old Tigon I
205     &lt;M&gt; Broadcom Tigon3
206     [*] FDDI driver support
207     &lt;M&gt; Digital DEFEA and DEFPA
208     &lt;*&gt; PPP support
209     &lt;*&gt; PPP Deflate compression
210    
211     Character devices ---&gt;
212     [*] Support for console on serial port
213     [*] Direct Rendering Manager
214    
215     File systems ---&gt;
216     &lt;*&gt; Kernel automounter version 4 support
217     Network File Systems ---&gt;
218     &lt;*&gt; NFS
219     [*] NFSv3 client
220     &lt;*&gt; NFS server
221     [*] NFSv3 server
222     Partition Types ---&gt;
223     [*] Advanced partition selection
224     [*] Alpha OSF partition support
225     Native Language Support
226     &lt;*&gt; NLS ISO 8859-1
227    
228     Sound ---&gt;
229     &lt;M&gt; Sound card support
230     &lt;M&gt; OSS sound modules
231     [*] Verbose initialisation
232     [*] Persistent DMA buffers
233     &lt;M&gt; 100% Sound Blaster compatibles
234     </pre>
235    
236     <p>
237     When you've finished configuring the kernel, continue with <uri
238     link="#compiling">Compiling and Installing</uri>.
239     </p>
240    
241     </body>
242     </subsection>
243     <subsection id="compiling">
244     <title>Compiling and Installing</title>
245     <body>
246    
247     <p>
248     Now that your kernel is configured, it is time to compile and install it. Exit
249 swift 1.20 the configuration and start the compilation process:
250 swift 1.1 </p>
251    
252     <pre caption="Compiling the kernel">
253     # <i>make &amp;&amp; make modules_install</i>
254 vapier 1.6 # <i>make boot</i>
255 swift 1.1 </pre>
256    
257     <p>
258 neysx 1.7 When the kernel has finished compiling, copy the kernel image to
259 neysx 1.33 <path>/boot</path>. Recent kernels might create <path>vmlinux</path> instead of
260     <path>vmlinux.gz</path>. Keep this in mind when you copy your kernel image.
261 swift 1.1 </p>
262    
263     <pre caption="Installing the kernel">
264 vapier 1.6 # <i>cp arch/alpha/boot/vmlinux.gz /boot/</i>
265 swift 1.1 </pre>
266    
267     <p>
268 nightmorph 1.46 Now continue with <uri link="#kernel_modules">Kernel Modules</uri>.
269 swift 1.1 </p>
270    
271     </body>
272     </subsection>
273     </section>
274     <section id="genkernel">
275     <title>Alternative: Using genkernel</title>
276     <body>
277    
278     <p>
279     If you are reading this section, you have chosen to use our <c>genkernel</c>
280     script to configure your kernel for you.
281     </p>
282    
283     <p>
284 nightmorph 1.38 Now that your kernel source tree is installed, it's now time to compile your
285     kernel by using our <c>genkernel</c> script to automatically build a kernel for
286     you. <c>genkernel</c> works by configuring a kernel nearly identically to the
287     way our Installation CD kernel is configured. This means that when you use
288     <c>genkernel</c> to build your kernel, your system will generally detect all
289     your hardware at boot-time, just like our Installation CD does. Because
290     genkernel doesn't require any manual kernel configuration, it is an ideal
291     solution for those users who may not be comfortable compiling their own
292     kernels.
293 swift 1.1 </p>
294    
295     <p>
296     Now, let's see how to use genkernel. First, emerge the genkernel ebuild:
297     </p>
298    
299     <pre caption="Emerging genkernel">
300     # <i>emerge genkernel</i>
301     </pre>
302    
303     <p>
304     Now, compile your kernel sources by running <c>genkernel all</c>.
305     Be aware though, as <c>genkernel</c> compiles a kernel that supports almost all
306     hardware, this compilation will take quite a while to finish!
307     </p>
308    
309     <p>
310     Note that, if your boot partition doesn't use ext2 or ext3 as filesystem you
311     need to manually configure your kernel using <c>genkernel --menuconfig all</c>
312     and add support for your filesystem <e>in</e> the kernel (i.e. <e>not</e> as a
313     module).
314     </p>
315    
316     <pre caption="Running genkernel">
317     # <i>genkernel all</i>
318     </pre>
319    
320     <p>
321 nightmorph 1.38 Once <c>genkernel</c> completes, a kernel, full set of modules and <e>initial
322     root disk</e> (initrd) will be created. We will use the kernel and initrd when
323     configuring a boot loader later in this document. Write down the names of the
324     kernel and initrd as you will need it when writing the bootloader configuration
325     file. The initrd will be started immediately after booting to perform hardware
326     autodetection (just like on the Installation CD) before your "real" system
327     starts up.
328 swift 1.1 </p>
329    
330     <pre caption="Checking the created kernel image name and initrd">
331 swift 1.29 # <i>ls /boot/kernel* /boot/initramfs-*</i>
332 swift 1.1 </pre>
333    
334     </body>
335     </section>
336     <section id="kernel_modules">
337 nightmorph 1.46 <title>Kernel Modules</title>
338    
339 swift 1.1 <subsection>
340 nightmorph 1.46 <include href="hb-install-kernelmodules.xml"/>
341     </subsection>
342 swift 1.1
343     </section>
344     </sections>

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