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<?xml version='1.0' encoding='UTF-8'?>
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<!DOCTYPE sections SYSTEM "/dtd/book.dtd">
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<!-- The content of this document is licensed under the CC-BY-SA license -->
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<!-- See http://creativecommons.org/licenses/by-sa/2.5 -->
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nightmorph |
1.17 |
<!-- $Header: /var/cvsroot/gentoo/xml/htdocs/doc/en/handbook/hb-install-x86+amd64-kernel.xml,v 1.16 2007/08/03 10:48:04 nightmorph Exp $ -->
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<sections>
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1.6 |
<abstract>
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The Linux kernel is the core of every distribution. This chapter
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explains how to configure your kernel.
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</abstract>
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nightmorph |
1.17 |
<version>5.4</version>
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<date>2007-08-12</date>
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<section>
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<title>Timezone</title>
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<body>
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<p>
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You first need to select your timezone so that your system knows where it is
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located. Look for your timezone in <path>/usr/share/zoneinfo</path>, then copy
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it to <path>/etc/localtime</path>. Please avoid the
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1.1 |
<path>/usr/share/zoneinfo/Etc/GMT*</path> timezones as their names do not
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neysx |
1.11 |
indicate the expected zones. For instance, <path>GMT-8</path> is in fact
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GMT+8.
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1.1 |
</p>
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<pre caption="Setting the timezone information">
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# <i>ls /usr/share/zoneinfo</i>
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<comment>(Suppose you want to use GMT)</comment>
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# <i>cp /usr/share/zoneinfo/GMT /etc/localtime</i>
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1.1 |
</pre>
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</body>
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</section>
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<section>
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<title>Installing the Sources</title>
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<subsection>
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<title>Choosing a Kernel</title>
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<body>
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<p>
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The core around which all distributions are built is the Linux kernel. It is the
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layer between the user programs and your system hardware. Gentoo provides its
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users several possible kernel sources. A full listing with description is
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available at the <uri link="/doc/en/gentoo-kernel.xml">Gentoo Kernel
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Guide</uri>.
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</p>
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neysx |
1.2 |
<p test="func:keyval('arch')='x86'">
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nightmorph |
1.8 |
For x86-based systems we have, amongst other kernels, <c>gentoo-sources</c>
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(kernel source patched with performance-enhancing features).
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1.1 |
</p>
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neysx |
1.2 |
<p test="func:keyval('arch')='AMD64'">
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nightmorph |
1.10 |
For AMD64-based systems we have <c>gentoo-sources</c> (kernel source patched
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with amd64 specific fixes for stability, performance and hardware support).
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</p>
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1.1 |
<p>
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nightmorph |
1.8 |
Choose your kernel source and install it using <c>emerge</c>.
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</p>
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<pre caption="Installing a kernel source">
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# <i>emerge gentoo-sources</i>
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1.1 |
</pre>
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<p>
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When you take a look in <path>/usr/src</path> you should see a symlink called
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<path>linux</path> pointing to your kernel source. In this case, the installed
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kernel source points to <c>gentoo-sources-<keyval id="kernel-version"/></c>.
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Your version may be different, so keep this in mind.
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1.1 |
</p>
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<pre caption="Viewing the kernel source symlink">
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# <i>ls -l /usr/src/linux</i>
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lrwxrwxrwx 1 root root 12 Oct 13 11:04 /usr/src/linux -> linux-<keyval id="kernel-version"/>
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neysx |
1.1 |
</pre>
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<p>
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1.2 |
Now it is time to configure and compile your kernel source. You can use
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<c>genkernel</c> for this, which will build a generic kernel as used by the
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Installation CD. We explain the "manual" configuration first though, as it is
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the best way to optimize your environment.
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</p>
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<p>
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If you want to manually configure your kernel, continue now with <uri
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link="#manual">Default: Manual Configuration</uri>. If you want to use
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<c>genkernel</c> you should read <uri link="#genkernel">Alternative: Using
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genkernel</uri> instead.
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</p>
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</body>
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</subsection>
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</section>
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<section id="manual">
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<title>Default: Manual Configuration</title>
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<subsection>
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<title>Introduction</title>
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<body>
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<p>
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Manually configuring a kernel is often seen as the most difficult procedure a
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Linux user ever has to perform. Nothing is less true -- after configuring a
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couple of kernels you don't even remember that it was difficult ;)
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</p>
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<p>
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However, one thing <e>is</e> true: you must know your system when you start
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configuring a kernel manually. Most information can be gathered by emerging
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pciutils (<c>emerge pciutils</c>) which contains <c>lspci</c>. You will now
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be able to use <c>lspci</c> within the chrooted environment. You may safely
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ignore any <e>pcilib</e> warnings (like pcilib: cannot open
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/sys/bus/pci/devices) that <c>lspci</c> throws out. Alternatively, you can run
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<c>lspci</c> from a <e>non-chrooted</e> environment. The results are the same.
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You can also run <c>lsmod</c> to see what kernel modules the Installation CD
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uses (it might provide you with a nice hint on what to enable).
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</p>
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<p>
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Now go to your kernel source directory and execute <c>make menuconfig</c>. This
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will fire up an ncurses-based configuration menu.
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</p>
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<pre caption="Invoking menuconfig">
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# <i>cd /usr/src/linux</i>
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# <i>make menuconfig</i>
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</pre>
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<p>
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You will be greeted with several configuration sections. We'll first list some
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options you must activate (otherwise Gentoo will not function, or not function
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properly without additional tweaks).
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</p>
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</body>
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</subsection>
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<subsection>
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<title>Activating Required Options</title>
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<body>
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<p>
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First of all, activate the use of development and experimental code/drivers.
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You need this, otherwise some very important code/drivers won't show up:
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</p>
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neysx |
1.2 |
<pre caption="Selecting experimental code/drivers">
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1.1 |
Code maturity level options --->
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[*] Prompt for development and/or incomplete code/drivers
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</pre>
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<p>
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Make sure that every driver that is vital to the booting of your system (such as
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SCSI controller, ...) is compiled <e>in</e> the kernel and not as a module,
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otherwise your system will not be able to boot completely.
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</p>
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neysx |
1.2 |
</body>
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<body test="func:keyval('arch')='AMD64'">
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<p>
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We shall then select the exact processor type. The x86_64 kernel maintainer
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strongly recommends users enable MCE features so that they are able to be
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notified of any hardware problems. On x86_64, these errors are not printed to
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<c>dmesg</c> like on other architectures, but to <path>/dev/mcelog</path>. This
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requires the <c>app-admin/mcelog</c> package.
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</p>
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<pre caption="Selecting processor type and features">
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Processor type and features --->
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[ ] Intel MCE Features
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[ ] AMD MCE Features
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Processor family (AMD-Opteron/Athlon64) --->
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( ) AMD-Opteron/Athlon64
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( ) Intel EM64T
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( ) Generic-x86-64
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</pre>
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</body>
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<body test="func:keyval('arch')='x86'">
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neysx |
1.1 |
<p>
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Now select the correct processor family:
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</p>
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<pre caption="Selecting correct processor family">
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Processor type and features --->
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<comment>(Change according to your system)</comment>
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(<i>Athlon/Duron/K7</i>) Processor family
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</pre>
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neysx |
1.2 |
</body>
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<body>
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neysx |
1.1 |
<p>
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Now go to <c>File Systems</c> and select support for the filesystems you use.
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<e>Don't</e> compile them as modules, otherwise your Gentoo system will not be
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able to mount your partitions. Also select <c>Virtual memory</c> and <c>/proc
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neysx |
1.2 |
file system</c>.
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</p>
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</body>
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<body test="func:keyval('arch')='x86'">
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neysx |
1.1 |
<pre caption="Selecting necessary file systems">
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File systems --->
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Pseudo Filesystems --->
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[*] /proc file system support
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[*] Virtual memory file system support (former shm fs)
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<comment>(Select one or more of the following options as needed by your system)</comment>
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<*> Reiserfs support
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<*> Ext3 journalling file system support
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<*> JFS filesystem support
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<*> Second extended fs support
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<*> XFS filesystem support
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</pre>
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neysx |
1.2 |
</body>
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<body test="func:keyval('arch')='AMD64'">
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<pre caption="Selecting necessary file systems">
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File systems --->
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Pseudo Filesystems --->
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[*] /proc file system support
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[*] Virtual memory file system support (former shm fs)
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<comment>(Select one or more of the following options as needed by your system)</comment>
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<*> Reiserfs support
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<*> Ext3 journalling file system support
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<*> JFS filesystem support
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<*> Second extended fs support
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<*> XFS filesystem support
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</pre>
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</body>
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<body>
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neysx |
1.1 |
<p>
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Do not forget to enable DMA for your drives:
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</p>
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<pre caption="Activating DMA">
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Device Drivers --->
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ATA/ATAPI/MFM/RLL support --->
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[*] Generic PCI bus-master DMA support
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</pre>
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<p>
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If you are using PPPoE to connect to the Internet or you are using a dial-up
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modem, you will need the following options in the kernel:
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</p>
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neysx |
1.2 |
<pre caption="Selecting PPPoE necessary drivers" test="func:keyval('arch')='AMD64'">
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Device Drivers --->
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Networking Support --->
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<*> PPP (point-to-point protocol) support
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<*> PPP support for async serial ports
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<*> PPP support for sync tty ports
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</pre>
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| 266 |
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<pre caption="Selecting PPPoE necessary drivers" test="func:keyval('arch')='x86'">
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neysx |
1.1 |
Device Drivers --->
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Networking support --->
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<*> PPP (point-to-point protocol) support
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<*> PPP support for async serial ports
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<*> PPP support for sync tty ports
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</pre>
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| 275 |
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<p>
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| 276 |
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The two compression options won't harm but are not definitely needed, neither
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nightmorph |
1.10 |
does the <c>PPP over Ethernet</c> option, that might only be used by <c>ppp</c>
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when configured to do kernel mode PPPoE.
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neysx |
1.1 |
</p>
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<p>
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If you require it, don't forget to include support in the kernel for your
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ethernet card.
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| 284 |
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</p>
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| 286 |
neysx |
1.2 |
<p test="func:keyval('arch')='x86'">
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neysx |
1.1 |
If you have an Intel CPU that supports HyperThreading (tm), or you have a
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multi-CPU system, you should activate "Symmetric multi-processing support":
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</p>
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neysx |
1.2 |
<p test="func:keyval('arch')='AMD64'">
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| 292 |
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If you have a multi-CPU Opteron or a multi-core (e.g. AMD64 X2) system, you
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should activate "Symmetric multi-processing support":
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| 294 |
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</p>
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| 295 |
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neysx |
1.1 |
<pre caption="Activating SMP support">
|
| 297 |
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Processor type and features --->
|
| 298 |
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[*] Symmetric multi-processing support
|
| 299 |
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</pre>
|
| 300 |
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| 301 |
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<note>
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| 302 |
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In multi-core systems, each core counts as one processor.
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| 303 |
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</note>
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| 304 |
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<p>
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| 306 |
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If you use USB Input Devices (like Keyboard or Mouse) don't forget to enable
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those as well:
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</p>
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| 310 |
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<pre caption="Activating USB Support for Input Devices">
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| 311 |
neysx |
1.2 |
Device Drivers --->
|
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USB Support --->
|
| 313 |
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<*> USB Human Interface Device (full HID) support
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| 314 |
neysx |
1.1 |
</pre>
|
| 315 |
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| 316 |
neysx |
1.2 |
</body>
|
| 317 |
|
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<body test="func:keyval('arch')='x86'">
|
| 318 |
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|
| 319 |
neysx |
1.1 |
<p>
|
| 320 |
nightmorph |
1.10 |
If you want PCMCIA support for your laptop, don't forget to enable
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neysx |
1.1 |
support for the PCMCIA card bridge present in your system:
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| 322 |
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</p>
|
| 323 |
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| 324 |
nightmorph |
1.10 |
<pre caption="Enabling PCMCIA support">
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| 325 |
neysx |
1.1 |
Bus options (PCI, PCMCIA, EISA, MCA, ISA) --->
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PCCARD (PCMCIA/CardBus) support --->
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| 327 |
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<*> PCCard (PCMCIA/CardBus) support
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| 328 |
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<comment>(select 16 bit if you need support for older PCMCIA cards. Most people want this.)</comment>
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| 329 |
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<*> 16-bit PCMCIA support
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|
|
[*] 32-bit CardBus support
|
| 331 |
|
|
<comment>(select the relevant bridges below)</comment>
|
| 332 |
|
|
--- PC-card bridges
|
| 333 |
|
|
<*> CardBus yenta-compatible bridge support (NEW)
|
| 334 |
|
|
<*> Cirrus PD6729 compatible bridge support (NEW)
|
| 335 |
|
|
<*> i82092 compatible bridge support (NEW)
|
| 336 |
|
|
<*> i82365 compatible bridge support (NEW)
|
| 337 |
|
|
<*> Databook TCIC host bridge support (NEW)
|
| 338 |
|
|
</pre>
|
| 339 |
|
|
|
| 340 |
|
|
<p>
|
| 341 |
|
|
When you've finished configuring the kernel, continue with <uri
|
| 342 |
|
|
link="#compiling">Compiling and Installing</uri>.
|
| 343 |
|
|
</p>
|
| 344 |
|
|
|
| 345 |
|
|
</body>
|
| 346 |
|
|
</subsection>
|
| 347 |
|
|
<subsection id="compiling">
|
| 348 |
|
|
<title>Compiling and Installing</title>
|
| 349 |
|
|
<body>
|
| 350 |
|
|
|
| 351 |
|
|
<p>
|
| 352 |
|
|
Now that your kernel is configured, it is time to compile and install it. Exit
|
| 353 |
|
|
the configuration and start the compilation process:
|
| 354 |
|
|
</p>
|
| 355 |
|
|
|
| 356 |
nightmorph |
1.10 |
<pre caption="Compiling the kernel">
|
| 357 |
neysx |
1.2 |
# <i>make && make modules_install</i>
|
| 358 |
|
|
</pre>
|
| 359 |
|
|
|
| 360 |
neysx |
1.1 |
<p>
|
| 361 |
|
|
When the kernel has finished compiling, copy the kernel image to
|
| 362 |
|
|
<path>/boot</path>. Use whatever name you feel is appropriate for your kernel
|
| 363 |
|
|
choice and remember it as you will need it later on when you configure your
|
| 364 |
neysx |
1.2 |
bootloader. Remember to replace <c><keyval id="kernel-name"/></c> with the
|
| 365 |
|
|
name and version of your kernel.
|
| 366 |
neysx |
1.1 |
</p>
|
| 367 |
|
|
|
| 368 |
|
|
<pre caption="Installing the kernel">
|
| 369 |
neysx |
1.2 |
# <i>cp arch/<keyval id="arch-sub"/>/boot/bzImage /boot/<keyval id="kernel-name"/></i>
|
| 370 |
neysx |
1.1 |
</pre>
|
| 371 |
|
|
|
| 372 |
neysx |
1.4 |
<p>
|
| 373 |
|
|
Now continue with <uri link="#kernel_modules">Kernel Modules</uri>.
|
| 374 |
|
|
</p>
|
| 375 |
|
|
|
| 376 |
neysx |
1.1 |
</body>
|
| 377 |
|
|
</subsection>
|
| 378 |
|
|
</section>
|
| 379 |
|
|
<section id="genkernel">
|
| 380 |
|
|
<title>Alternative: Using genkernel</title>
|
| 381 |
|
|
<body>
|
| 382 |
|
|
|
| 383 |
|
|
<p>
|
| 384 |
|
|
If you are reading this section, you have chosen to use our <c>genkernel</c>
|
| 385 |
|
|
script to configure your kernel for you.
|
| 386 |
|
|
</p>
|
| 387 |
|
|
|
| 388 |
|
|
<p>
|
| 389 |
|
|
Now that your kernel source tree is installed, it's now time to compile your
|
| 390 |
|
|
kernel by using our <c>genkernel</c> script to automatically build a kernel for
|
| 391 |
|
|
you. <c>genkernel</c> works by configuring a kernel nearly identically to the
|
| 392 |
|
|
way our Installation CD kernel is configured. This means that when you use
|
| 393 |
|
|
<c>genkernel</c> to build your kernel, your system will generally detect all
|
| 394 |
|
|
your hardware at boot-time, just like our Installation CD does. Because
|
| 395 |
|
|
genkernel doesn't require any manual kernel configuration, it is an ideal
|
| 396 |
|
|
solution for those users who may not be comfortable compiling their own kernels.
|
| 397 |
|
|
</p>
|
| 398 |
|
|
|
| 399 |
|
|
<p>
|
| 400 |
|
|
Now, let's see how to use genkernel. First, emerge the genkernel ebuild:
|
| 401 |
|
|
</p>
|
| 402 |
|
|
|
| 403 |
|
|
<pre caption="Emerging genkernel">
|
| 404 |
|
|
# <i>emerge genkernel</i>
|
| 405 |
|
|
</pre>
|
| 406 |
|
|
|
| 407 |
neysx |
1.2 |
</body>
|
| 408 |
|
|
<body test="func:keyval('arch')='x86'">
|
| 409 |
|
|
|
| 410 |
neysx |
1.1 |
<p>
|
| 411 |
nightmorph |
1.10 |
Next, copy over the kernel configuration used by the Installation CD to the
|
| 412 |
|
|
location where genkernel looks for the default kernel configuration:
|
| 413 |
neysx |
1.1 |
</p>
|
| 414 |
|
|
|
| 415 |
|
|
<pre caption="Copying over the Installation CD kernel config">
|
| 416 |
|
|
# <i>zcat /proc/config.gz > /usr/share/genkernel/x86/kernel-config-2.6</i>
|
| 417 |
|
|
</pre>
|
| 418 |
|
|
|
| 419 |
neysx |
1.2 |
</body>
|
| 420 |
|
|
<body>
|
| 421 |
|
|
|
| 422 |
neysx |
1.1 |
<p>
|
| 423 |
|
|
Now, compile your kernel sources by running <c>genkernel all</c>. Be aware
|
| 424 |
|
|
though, as <c>genkernel</c> compiles a kernel that supports almost all
|
| 425 |
|
|
hardware, this compilation will take quite a while to finish!
|
| 426 |
|
|
</p>
|
| 427 |
|
|
|
| 428 |
|
|
<p>
|
| 429 |
|
|
Note that, if your boot partition doesn't use ext2 or ext3 as filesystem you
|
| 430 |
|
|
might need to manually configure your kernel using <c>genkernel --menuconfig
|
| 431 |
|
|
all</c> and add support for your filesystem <e>in</e> the kernel (i.e.
|
| 432 |
|
|
<e>not</e> as a module). Users of EVMS2 or LVM2 will probably want to add
|
| 433 |
|
|
<c>--evms2</c> or <c>--lvm2</c> as argument as well.
|
| 434 |
|
|
</p>
|
| 435 |
|
|
|
| 436 |
|
|
<pre caption="Running genkernel">
|
| 437 |
|
|
# <i>genkernel all</i>
|
| 438 |
|
|
</pre>
|
| 439 |
|
|
|
| 440 |
|
|
<p>
|
| 441 |
|
|
Once <c>genkernel</c> completes, a kernel, full set of modules and
|
| 442 |
|
|
<e>initial root disk</e> (initrd) will be created. We will use the kernel
|
| 443 |
|
|
and initrd when configuring a boot loader later in this document. Write
|
| 444 |
|
|
down the names of the kernel and initrd as you will need it when writing
|
| 445 |
|
|
the bootloader configuration file. The initrd will be started immediately after
|
| 446 |
|
|
booting to perform hardware autodetection (just like on the Installation CD)
|
| 447 |
|
|
before your "real" system starts up.
|
| 448 |
|
|
</p>
|
| 449 |
|
|
|
| 450 |
|
|
<pre caption="Checking the created kernel image name and initrd">
|
| 451 |
|
|
# <i>ls /boot/kernel* /boot/initramfs*</i>
|
| 452 |
|
|
</pre>
|
| 453 |
|
|
|
| 454 |
|
|
</body>
|
| 455 |
|
|
</section>
|
| 456 |
|
|
<section id="kernel_modules">
|
| 457 |
|
|
<title>Kernel Modules</title>
|
| 458 |
|
|
<subsection>
|
| 459 |
|
|
<title>Configuring the Modules</title>
|
| 460 |
|
|
<body>
|
| 461 |
|
|
|
| 462 |
|
|
<p>
|
| 463 |
neysx |
1.2 |
You should list the modules you want automatically loaded in
|
| 464 |
|
|
<path>/etc/modules.autoload.d/kernel-2.6</path>. You can add extra options to
|
| 465 |
|
|
the modules too if you want.
|
| 466 |
neysx |
1.1 |
</p>
|
| 467 |
|
|
|
| 468 |
|
|
<p>
|
| 469 |
nightmorph |
1.17 |
To view all available modules, run the following <c>find</c> command. Don't
|
| 470 |
|
|
forget to substitute "<kernel version>" with the version of the kernel you
|
| 471 |
|
|
just compiled:
|
| 472 |
neysx |
1.1 |
</p>
|
| 473 |
|
|
|
| 474 |
|
|
<pre caption="Viewing all available modules">
|
| 475 |
nightmorph |
1.17 |
# <i>find /lib/modules/<kernel version>/ -type f -iname '*.o' -or -iname '*.ko'</i>
|
| 476 |
neysx |
1.1 |
</pre>
|
| 477 |
|
|
|
| 478 |
|
|
<p>
|
| 479 |
nightmorph |
1.16 |
For instance, to automatically load the <c>3c59x.ko</c> module, edit the
|
| 480 |
neysx |
1.2 |
<path>kernel-2.6</path> file and enter the module name in it.
|
| 481 |
neysx |
1.1 |
</p>
|
| 482 |
|
|
|
| 483 |
neysx |
1.2 |
<pre caption="Editing /etc/modules.autoload.d/kernel-2.6">
|
| 484 |
|
|
# <i>nano -w /etc/modules.autoload.d/kernel-2.6</i>
|
| 485 |
neysx |
1.1 |
</pre>
|
| 486 |
|
|
|
| 487 |
neysx |
1.2 |
<pre caption="/etc/modules.autoload.d/kernel-2.6">
|
| 488 |
neysx |
1.1 |
3c59x
|
| 489 |
|
|
</pre>
|
| 490 |
|
|
|
| 491 |
|
|
<p>
|
| 492 |
|
|
Continue the installation with <uri link="?part=1&chap=8">Configuring
|
| 493 |
|
|
your System</uri>.
|
| 494 |
|
|
</p>
|
| 495 |
|
|
|
| 496 |
|
|
</body>
|
| 497 |
|
|
</subsection>
|
| 498 |
|
|
</section>
|
| 499 |
|
|
</sections>
|