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Revision 1.18 - (hide annotations) (download) (as text)
Sun Jun 22 01:13:03 2008 UTC (6 years ago) by nightmorph
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Changes since 1.17: +4 -4 lines
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updated USB HID config location. this update covers the handbooks and the USB guide. for the latter, i removed the section on kernel 2.4 configuration, as there are no 2.4 kernels supported by gentoo.

1 vapier 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     <!-- See http://creativecommons.org/licenses/by-sa/2.5 -->
6    
7 nightmorph 1.18 <!-- $Header: /var/cvsroot/gentoo/xml/htdocs/doc/en/handbook/hb-install-ia64-kernel.xml,v 1.17 2008/04/13 19:56:45 nightmorph Exp $ -->
8 vapier 1.1
9     <sections>
10    
11 nightmorph 1.18 <version>9.2</version>
12     <date>2008-06-21</date>
13 vapier 1.1
14     <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 1.6 located. Look for your timezone in <path>/usr/share/zoneinfo</path>, then copy
21     it to <path>/etc/localtime</path>. Please avoid the
22 vapier 1.1 <path>/usr/share/zoneinfo/Etc/GMT*</path> timezones as their names do not
23 neysx 1.6 indicate the expected zones. For instance, <path>GMT-8</path> is in fact
24     GMT+8.
25 vapier 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 1.6 # <i>cp /usr/share/zoneinfo/GMT /etc/localtime</i>
31 vapier 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 1.3 For IA64 systems, we will use <c>gentoo-sources</c> (contains additional patches
51 neysx 1.13 for extra features).
52 vapier 1.1 </p>
53    
54     <p>
55 nightmorph 1.3 Now install it using <c>emerge</c>.
56 vapier 1.1 </p>
57    
58     <pre caption="Installing a kernel source">
59 nightmorph 1.3 # <i>emerge gentoo-sources</i>
60 vapier 1.1 </pre>
61    
62     <p>
63     When you take a look in <path>/usr/src</path> you should see a symlink called
64     <path>linux</path> pointing to your kernel source. In this case, the installed
65     kernel source points to <c>gentoo-sources-<keyval id="kernel-version"/></c>.
66     Your version may be different, so keep this in mind.
67     </p>
68    
69     <pre caption="Viewing the kernel source symlink">
70     # <i>ls -l /usr/src/linux</i>
71     lrwxrwxrwx 1 root root 12 Oct 13 11:04 /usr/src/linux -&gt; linux-<keyval id="kernel-version"/>
72     </pre>
73    
74     <p>
75     Now it is time to configure and compile your kernel source. You can use
76     <c>genkernel</c> for this, which will build a generic kernel as used by the
77     Installation CD. We explain the "manual" configuration first though, as it is
78     the best way to optimize your environment.
79     </p>
80    
81     <p>
82     If you want to manually configure your kernel, continue now with <uri
83     link="#manual">Default: Manual Configuration</uri>. If you want to use
84     <c>genkernel</c> you should read <uri link="#genkernel">Alternative: Using
85     genkernel</uri> instead.
86     </p>
87    
88     </body>
89     </subsection>
90     </section>
91     <section id="manual">
92     <title>Default: Manual Configuration</title>
93     <subsection>
94     <title>Introduction</title>
95     <body>
96    
97     <p>
98     Manually configuring a kernel is often seen as the most difficult procedure a
99     Linux user ever has to perform. Nothing is less true -- after configuring a
100     couple of kernels you don't even remember that it was difficult ;)
101     </p>
102    
103     <p>
104     However, one thing <e>is</e> true: you must know your system when you start
105     configuring a kernel manually. Most information can be gathered by emerging
106     pciutils (<c>emerge pciutils</c>) which contains <c>lspci</c>. You will now
107     be able to use <c>lspci</c> within the chrooted environment. You may safely
108     ignore any <e>pcilib</e> warnings (like pcilib: cannot open
109     /sys/bus/pci/devices) that <c>lspci</c> throws out. Alternatively, you can run
110     <c>lspci</c> from a <e>non-chrooted</e> environment. The results are the same.
111     You can also run <c>lsmod</c> to see what kernel modules the Installation CD
112     uses (it might provide you with a nice hint on what to enable).
113     </p>
114    
115     <p>
116     Now go to your kernel source directory and execute <c>make menuconfig</c>. This
117     will fire up an ncurses-based configuration menu.
118     </p>
119    
120     <pre caption="Invoking menuconfig">
121     # <i>cd /usr/src/linux</i>
122     # <i>make menuconfig</i>
123     </pre>
124    
125     <p>
126     You will be greeted with several configuration sections. We'll first list some
127     options you must activate (otherwise Gentoo will not function, or not function
128     properly without additional tweaks).
129     </p>
130    
131     </body>
132     </subsection>
133     <subsection>
134     <title>Activating Required Options</title>
135     <body>
136    
137     <p>
138     Make sure that every driver that is vital to the booting of your system (such as
139     SCSI controller, ...) is compiled <e>in</e> the kernel and not as a module,
140     otherwise your system will not be able to boot completely.
141     </p>
142    
143     <p>
144     Now select the correct system type and processor type. If you don't know what
145     kind of IA64 system type you have, <c>DIG-compliant</c> is a good default
146     choice. If you are installing on an SGI system make sure you select the
147     SGI system type, your kernel may just lock up and refuse to boot otherwise.
148     </p>
149    
150     <pre caption="Selecting correct system type">
151     System type ---&gt;
152     <comment>(Change according to your system)</comment>
153     <i>DIG-compliant</i>
154     Processor type ---&gt;
155     <comment>(Change according to your system)</comment>
156     <i>Itanium 2</i>
157     </pre>
158    
159     <p>
160     Now go to <c>File Systems</c> and select support for the filesystems you use.
161     <e>Don't</e> compile them as modules, otherwise your Gentoo system will not be
162     able to mount your partitions. Also select <c>Virtual memory</c> and <c>/proc
163     file system</c>.
164     </p>
165    
166     <pre caption="Selecting necessary file systems">
167     File systems ---&gt;
168     Pseudo Filesystems ---&gt;
169     [*] /proc file system support
170     [*] Virtual memory file system support (former shm fs)
171    
172     <comment>(Select one or more of the following options as needed by your system)</comment>
173     &lt;*&gt; Reiserfs support
174     &lt;*&gt; Ext3 journalling file system support
175     &lt;*&gt; JFS filesystem support
176     &lt;*&gt; Second extended fs support
177     &lt;*&gt; XFS filesystem support
178    
179     <comment>(Be sure to enable VFAT support for the EFI partition)</comment>
180     DOS/FAT/NT Filesystems --->
181     &lt;*&gt; VFAT (Windows-95) fs support
182     </pre>
183    
184     <p>
185     If you are using PPPoE to connect to the Internet or you are using a dial-up
186     modem, you will need the following options in the kernel:
187     </p>
188    
189     <pre caption="Selecting PPPoE necessary drivers">
190     Device Drivers ---&gt;
191     Networking Support ---&gt;
192     &lt;*&gt; PPP (point-to-point protocol) support
193     &lt;*&gt; PPP support for async serial ports
194     &lt;*&gt; PPP support for sync tty ports
195     </pre>
196    
197     <p>
198     The two compression options won't harm but are not definitely needed, neither
199 nightmorph 1.5 does the <c>PPP over Ethernet</c> option, that might only be used by <c>ppp</c>
200     when configured to do kernel mode PPPoE.
201 vapier 1.1 </p>
202    
203     <p>
204     If you require it, don't forget to include support in the kernel for your
205     ethernet card.
206     </p>
207    
208     <p>
209     If you have an Intel CPU that supports HyperThreading (tm), or you have a
210     multi-CPU system, you should activate "Symmetric multi-processing support":
211     </p>
212    
213     <pre caption="Activating SMP support">
214     Processor type and features ---&gt;
215     [*] Symmetric multi-processing support
216     </pre>
217    
218     <p>
219     If you use USB Input Devices (like Keyboard or Mouse) don't forget to enable
220     those as well:
221     </p>
222    
223     <pre caption="Activating USB Support for Input Devices">
224     Device Drivers ---&gt;
225 nightmorph 1.18 [*] HID Devices ---&gt;
226 vapier 1.1 &lt;*&gt; USB Human Interface Device (full HID) support
227     </pre>
228    
229     <p>
230     When you've finished configuring the kernel, continue with <uri
231     link="#compiling">Compiling and Installing</uri>.
232     </p>
233    
234     </body>
235     </subsection>
236     <subsection id="compiling">
237     <title>Compiling and Installing</title>
238     <body>
239    
240     <p>
241     Now that your kernel is configured, it is time to compile and install it. Exit
242     the configuration and start the compilation process:
243     </p>
244    
245     <pre caption="Compiling the kernel">
246     # <i>make &amp;&amp; make modules_install</i>
247     </pre>
248    
249     <p>
250     When the kernel has finished compiling, copy the kernel image to
251     <path>/boot</path>. Use whatever name you feel is appropriate for your kernel
252     choice and remember it as you will need it later on when you configure your
253     bootloader. Remember to replace <c><keyval id="kernel-name"/></c> with the
254     name and version of your kernel.
255     </p>
256    
257     <pre caption="Installing the kernel">
258     # <i>cp vmlinux.gz /boot/<keyval id="kernel-name"/></i>
259     </pre>
260    
261     <p>
262     Now continue with <uri link="#kernel_modules">Kernel Modules</uri>.
263     </p>
264    
265     </body>
266     </subsection>
267     </section>
268     <section id="genkernel">
269     <title>Alternative: Using genkernel</title>
270     <body>
271    
272     <p>
273     If you are reading this section, you have chosen to use our <c>genkernel</c>
274     script to configure your kernel for you.
275     </p>
276    
277     <p>
278     Now that your kernel source tree is installed, it's now time to compile your
279     kernel by using our <c>genkernel</c> script to automatically build a kernel for
280     you. <c>genkernel</c> works by configuring a kernel nearly identically to the
281     way our Installation CD kernel is configured. This means that when you use
282     <c>genkernel</c> to build your kernel, your system will generally detect all
283     your hardware at boot-time, just like our Installation CD does. Because
284     genkernel doesn't require any manual kernel configuration, it is an ideal
285     solution for those users who may not be comfortable compiling their own kernels.
286     </p>
287    
288     <p>
289     Now, let's see how to use genkernel. First, emerge the genkernel ebuild:
290     </p>
291    
292     <pre caption="Emerging genkernel">
293     # <i>emerge genkernel</i>
294     </pre>
295    
296     <p>
297     Now, compile your kernel sources by running <c>genkernel --udev all</c>.
298     Be aware though, as <c>genkernel</c> compiles a kernel that supports almost all
299     hardware, this compilation will take quite a while to finish!
300     </p>
301    
302     <note>
303     Users of EVMS2 or LVM2 will probably want to add
304     <c>--evms2</c> or <c>--lvm2</c> to the genkernel command-line.
305     </note>
306    
307     <pre caption="Running genkernel">
308     # <i>genkernel --udev all</i>
309     </pre>
310    
311     <p>
312     Once <c>genkernel</c> completes, a kernel, full set of modules and
313     <e>initial root disk</e> (initrd) will be created. We will use the kernel
314     and initrd when configuring a boot loader later in this document. Write
315     down the names of the kernel and initrd as you will need it when writing
316     the bootloader configuration file. The initrd will be started immediately after
317     booting to perform hardware autodetection (just like on the Installation CD)
318     before your "real" system starts up.
319     </p>
320    
321     <pre caption="Checking the created kernel image name and initrd">
322     # <i>ls /boot/kernel* /boot/initramfs*</i>
323     </pre>
324    
325     </body>
326     </section>
327     <section id="kernel_modules">
328     <title>Kernel Modules</title>
329 nightmorph 1.16
330 vapier 1.1 <subsection>
331 nightmorph 1.16 <include href="hb-install-kernelmodules.xml"/>
332     </subsection>
333 vapier 1.1
334     </section>
335     </sections>

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