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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 <?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 <!-- $Header: /var/cvsroot/gentoo/xml/htdocs/doc/en/handbook/draft/hb-install-ia64-kernel.xml,v 1.10 2008/03/31 21:48:58 nightmorph Exp $ -->
8
9 <sections>
10
11 <version>9.0</version>
12 <date>2008-04-01</date>
13
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 located. Look for your timezone in <path>/usr/share/zoneinfo</path>, then copy
21 it to <path>/etc/localtime</path>. Please avoid the
22 <path>/usr/share/zoneinfo/Etc/GMT*</path> timezones as their names do not
23 indicate the expected zones. For instance, <path>GMT-8</path> is in fact
24 GMT+8.
25 </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 # <i>cp /usr/share/zoneinfo/GMT /etc/localtime</i>
31 </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 For IA64 systems, we will use <c>gentoo-sources</c> (contains additional patches
51 for extra features).
52 </p>
53
54 <p>
55 Now install it using <c>emerge</c>.
56 </p>
57
58 <pre caption="Installing a kernel source">
59 # <i>emerge gentoo-sources</i>
60 </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 Do not forget to enable DMA for your drives:
186 </p>
187
188 <pre caption="Activating DMA">
189 Device Drivers ---&gt;
190 ATA/ATAPI/MFM/RLL support ---&gt;
191 [*] Generic PCI bus-master DMA support
192 </pre>
193
194 <p>
195 If you are using PPPoE to connect to the Internet or you are using a dial-up
196 modem, you will need the following options in the kernel:
197 </p>
198
199 <pre caption="Selecting PPPoE necessary drivers">
200 Device Drivers ---&gt;
201 Networking Support ---&gt;
202 &lt;*&gt; PPP (point-to-point protocol) support
203 &lt;*&gt; PPP support for async serial ports
204 &lt;*&gt; PPP support for sync tty ports
205 </pre>
206
207 <p>
208 The two compression options won't harm but are not definitely needed, neither
209 does the <c>PPP over Ethernet</c> option, that might only be used by <c>ppp</c>
210 when configured to do kernel mode PPPoE.
211 </p>
212
213 <p>
214 If you require it, don't forget to include support in the kernel for your
215 ethernet card.
216 </p>
217
218 <p>
219 If you have an Intel CPU that supports HyperThreading (tm), or you have a
220 multi-CPU system, you should activate "Symmetric multi-processing support":
221 </p>
222
223 <pre caption="Activating SMP support">
224 Processor type and features ---&gt;
225 [*] Symmetric multi-processing support
226 </pre>
227
228 <p>
229 If you use USB Input Devices (like Keyboard or Mouse) don't forget to enable
230 those as well:
231 </p>
232
233 <pre caption="Activating USB Support for Input Devices">
234 Device Drivers ---&gt;
235 USB Support ---&gt;
236 &lt;*&gt; USB Human Interface Device (full HID) support
237 </pre>
238
239 <p>
240 When you've finished configuring the kernel, continue with <uri
241 link="#compiling">Compiling and Installing</uri>.
242 </p>
243
244 </body>
245 </subsection>
246 <subsection id="compiling">
247 <title>Compiling and Installing</title>
248 <body>
249
250 <p>
251 Now that your kernel is configured, it is time to compile and install it. Exit
252 the configuration and start the compilation process:
253 </p>
254
255 <pre caption="Compiling the kernel">
256 # <i>make &amp;&amp; make modules_install</i>
257 </pre>
258
259 <p>
260 When the kernel has finished compiling, copy the kernel image to
261 <path>/boot</path>. Use whatever name you feel is appropriate for your kernel
262 choice and remember it as you will need it later on when you configure your
263 bootloader. Remember to replace <c><keyval id="kernel-name"/></c> with the
264 name and version of your kernel.
265 </p>
266
267 <pre caption="Installing the kernel">
268 # <i>cp vmlinux.gz /boot/<keyval id="kernel-name"/></i>
269 </pre>
270
271 <p>
272 Now continue with <uri link="#kernel_modules">Kernel Modules</uri>.
273 </p>
274
275 </body>
276 </subsection>
277 </section>
278 <section id="genkernel">
279 <title>Alternative: Using genkernel</title>
280 <body>
281
282 <p>
283 If you are reading this section, you have chosen to use our <c>genkernel</c>
284 script to configure your kernel for you.
285 </p>
286
287 <p>
288 Now that your kernel source tree is installed, it's now time to compile your
289 kernel by using our <c>genkernel</c> script to automatically build a kernel for
290 you. <c>genkernel</c> works by configuring a kernel nearly identically to the
291 way our Installation CD kernel is configured. This means that when you use
292 <c>genkernel</c> to build your kernel, your system will generally detect all
293 your hardware at boot-time, just like our Installation CD does. Because
294 genkernel doesn't require any manual kernel configuration, it is an ideal
295 solution for those users who may not be comfortable compiling their own kernels.
296 </p>
297
298 <p>
299 Now, let's see how to use genkernel. First, emerge the genkernel ebuild:
300 </p>
301
302 <pre caption="Emerging genkernel">
303 # <i>emerge genkernel</i>
304 </pre>
305
306 <p>
307 Now, compile your kernel sources by running <c>genkernel --udev all</c>.
308 Be aware though, as <c>genkernel</c> compiles a kernel that supports almost all
309 hardware, this compilation will take quite a while to finish!
310 </p>
311
312 <note>
313 Users of EVMS2 or LVM2 will probably want to add
314 <c>--evms2</c> or <c>--lvm2</c> to the genkernel command-line.
315 </note>
316
317 <pre caption="Running genkernel">
318 # <i>genkernel --udev all</i>
319 </pre>
320
321 <p>
322 Once <c>genkernel</c> completes, a kernel, full set of modules and
323 <e>initial root disk</e> (initrd) will be created. We will use the kernel
324 and initrd when configuring a boot loader later in this document. Write
325 down the names of the kernel and initrd as you will need it when writing
326 the bootloader configuration file. The initrd will be started immediately after
327 booting to perform hardware autodetection (just like on the Installation CD)
328 before your "real" system starts up.
329 </p>
330
331 <pre caption="Checking the created kernel image name and initrd">
332 # <i>ls /boot/kernel* /boot/initramfs*</i>
333 </pre>
334
335 </body>
336 </section>
337 <section id="kernel_modules">
338 <title>Kernel Modules</title>
339
340 <subsection>
341 <include href="hb-install-kernelmodules.xml"/>
342 </subsection>
343
344 </section>
345 </sections>

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