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Fix bug #383523 - Kernel configuration should mention EGI GUID Partition support. Thanks to Justin "yoosty" for reporting

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/hb-install-ia64-kernel.xml,v 1.23 2011/09/03 07:18:27 swift Exp $ -->
8
9 <sections>
10
11 <version>14</version>
12 <date>2011-09-18</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 <keyval id="arch"/> systems, we will use <c>gentoo-sources</c> (contains
51 additional patches 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 ---&gt;
181 &lt;*&gt; VFAT (Windows-95) fs support
182
183 <comment>(Enable GPT partition label support if you used that previously</comment>
184 Partition Types ---&gt;
185 [*] Advanced partition selection
186 ...
187 [*] EFI GUID Partition support
188 </pre>
189
190 <p>
191 If you are using PPPoE to connect to the Internet or you are using a dial-up
192 modem, you will need the following options in the kernel:
193 </p>
194
195 <pre caption="Selecting PPPoE necessary drivers">
196 Device Drivers ---&gt;
197 Networking Support ---&gt;
198 &lt;*&gt; PPP (point-to-point protocol) support
199 &lt;*&gt; PPP support for async serial ports
200 &lt;*&gt; PPP support for sync tty ports
201 </pre>
202
203 <p>
204 The two compression options won't harm but are not definitely needed, neither
205 does the <c>PPP over Ethernet</c> option, that might only be used by <c>ppp</c>
206 when configured to do kernel mode PPPoE.
207 </p>
208
209 <p>
210 If you require it, don't forget to include support in the kernel for your
211 ethernet card.
212 </p>
213
214 <p>
215 If you have an Intel CPU that supports HyperThreading (tm), or you have a
216 multi-CPU system, you should activate "Symmetric multi-processing support":
217 </p>
218
219 <pre caption="Activating SMP support">
220 Processor type and features ---&gt;
221 [*] Symmetric multi-processing support
222 </pre>
223
224 <p>
225 If you use USB Input Devices (like Keyboard or Mouse) don't forget to enable
226 those as well:
227 </p>
228
229 <pre caption="Activating USB Support for Input Devices">
230 Device Drivers ---&gt;
231 [*] HID Devices ---&gt;
232 &lt;*&gt; USB Human Interface Device (full HID) support
233 </pre>
234
235 <p>
236 When you've finished configuring the kernel, continue with <uri
237 link="#compiling">Compiling and Installing</uri>.
238 </p>
239
240 </body>
241 </subsection>
242 <subsection id="compiling">
243 <title>Compiling and Installing</title>
244 <body>
245
246 <p>
247 Now that your kernel is configured, it is time to compile and install it. Exit
248 the configuration and start the compilation process:
249 </p>
250
251 <pre caption="Compiling the kernel">
252 # <i>make &amp;&amp; make modules_install</i>
253 </pre>
254
255 <p>
256 When the kernel has finished compiling, copy the kernel image to
257 <path>/boot</path>. Use whatever name you feel is appropriate for your kernel
258 choice and remember it as you will need it later on when you configure your
259 bootloader. Remember to replace <c><keyval id="kernel-name"/></c> with the
260 name and version of your kernel.
261 </p>
262
263 <pre caption="Installing the kernel">
264 # <i>cp vmlinux.gz /boot/<keyval id="kernel-name"/></i>
265 </pre>
266
267 <p>
268 Now continue with <uri link="#kernel_modules">Kernel Modules</uri>.
269 </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 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 kernels.
292 </p>
293
294 <p>
295 Now, let's see how to use genkernel. First, emerge the genkernel ebuild:
296 </p>
297
298 <pre caption="Emerging genkernel">
299 # <i>emerge genkernel</i>
300 </pre>
301
302 <p>
303 Now, compile your kernel sources by running <c>genkernel all</c>. Be aware
304 though, as <c>genkernel</c> compiles a kernel that supports almost all hardware,
305 this compilation will take quite a while to finish!
306 </p>
307
308 <note>
309 Users of LVM2 will probably want to add <c>--lvm2</c> to the genkernel
310 command-line.
311 </note>
312
313 <pre caption="Running genkernel">
314 # <i>genkernel all</i>
315 </pre>
316
317 <p>
318 Once <c>genkernel</c> completes, a kernel, full set of modules and
319 <e>initial ram disk</e> (initramfs) will be created. We will use the kernel
320 and initrd when configuring a boot loader later in this document. Write
321 down the names of the kernel and initrd as you will need it when writing
322 the bootloader configuration file. The initrd will be started immediately after
323 booting to perform hardware autodetection (just like on the Installation CD)
324 before your "real" system starts up.
325 </p>
326
327 <pre caption="Checking the created kernel image name and initrd">
328 # <i>ls /boot/kernel* /boot/initramfs*</i>
329 </pre>
330
331 </body>
332 </section>
333 <section id="kernel_modules">
334 <title>Kernel Modules</title>
335
336 <subsection>
337 <include href="hb-install-kernelmodules.xml"/>
338 </subsection>
339
340 </section>
341 </sections>

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