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<?xml version='1.0' encoding='UTF-8'?>
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<!DOCTYPE guide SYSTEM "/dtd/guide.dtd">
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nightmorph |
1.10 |
<!-- $Header: /var/cvsroot/gentoo/xml/htdocs/doc/en/openrc-migration.xml,v 1.9 2008/04/15 17:38:23 nightmorph Exp $ -->
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nightmorph |
1.1 |
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<guide link="/doc/en/openrc-migration.xml">
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<title>Baselayout and OpenRC Migration Guide</title>
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<author title="Author">
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<mail link="cardoe"/>
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</author>
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<author title="Author">
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<mail link="nightmorph"/>
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</author>
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<author title="Contributor">
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<mail link="uberlord"/>
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</author>
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<abstract>
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This guide shows you how to migrate from baselayout-1 to baselayout-2 and
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OpenRC.
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</abstract>
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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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<license/>
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nightmorph |
1.10 |
<version>1.6</version>
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vapier |
1.7 |
<date>2008-04-15</date>
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nightmorph |
1.1 |
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<chapter>
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<title>Background</title>
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<section>
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<title>What's baselayout?</title>
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<body>
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<p>
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Baselayout provides a basic set of files that are necessary for all systems to
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function properly, such as <path>/etc/hosts</path>. It also provides the basic
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filesystem layout used by Gentoo (i.e. <path>/etc</path>, <path>/var</path>,
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<path>/usr</path>, <path>/home</path> directories).
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</p>
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</body>
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</section>
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<section>
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<title>What's OpenRC?</title>
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<body>
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<p>
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OpenRC is a dependency-based rc system that works with whatever init is provided
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by the system, normally <path>/sbin/init</path>. However, it is <e>not</e> a
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replacement for <path>/sbin/init</path>. The default init used by Gentoo Linux
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is <c>sys-apps/sysvinit</c>, while Gentoo/FreeBSD uses the FreeBSD init provided
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by <c>sys-freebsd/freebsd-sbin</c>.
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</p>
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</body>
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</section>
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<section>
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<title>So why migrate?</title>
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<body>
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<p>
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Originally Gentoo's rc system was built into baselayout 1 and written entirely
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in bash. This led to several limitations. For example, certain system calls need
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to be accessed during boot and this required C-based callouts to be added. These
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callouts were each statically linked, causing the rc system to bloat over time.
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</p>
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<p>
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Additionally, as Gentoo expanded to other platforms like
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Gentoo/FreeBSD and Gentoo Embedded, it became impossible to require a bash-based
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rc system. This led to a development of baselayout 2, which is written in
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C and only requires a POSIX-compliant shell. During the development of
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baselayout 2, it was determined that it was a better fit if baselayout merely
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provided the base files and filesystem layout for Gentoo and the rc system
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was broken off into its own package. Thus we have OpenRC.
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</p>
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<p>
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OpenRC is primarily developed by <uri link="http://roy.marples.name/openrc">Roy
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Marples</uri> and supports all current Gentoo variations (i.e. Gentoo Linux,
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Gentoo/FreeBSD, Gentoo Embedded, and Gentoo Vserver) and other platforms such as
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FreeBSD and NetBSD.
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</p>
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</body>
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</section>
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</chapter>
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<chapter>
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<title>Migration to OpenRC</title>
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<section>
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<body>
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<p>
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nightmorph |
1.4 |
Migration to OpenRC is fairly straightforward; it will be pulled in as part of
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your regular upgrade process by your package manager. The most important step
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actually comes after you install the new <c>>=sys-apps/baselayout-2</c> and
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<c>sys-apps/openrc</c> packages. It is <e>critical</e> that you run
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<c>dispatch-conf</c> and ensure your <path>/etc</path> is up to date before
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rebooting. <brite>Failure to do so will result in an unbootable system</brite>
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and will require the use of the Gentoo LiveCD to perform the steps below to
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repair your system.
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nightmorph |
1.1 |
</p>
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<p>
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Once you've finished updating your config files, there are a few things to
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nightmorph |
1.4 |
verify prior to rebooting.
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</p>
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nightmorph |
1.1 |
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</body>
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</section>
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<section id="rc_conf">
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<title>/etc/conf.d/rc</title>
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<body>
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<p>
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<path>/etc/conf.d/rc</path> has been deprecated and any settings you have in
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there will need to be migrated to the appropriate settings in
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<path>/etc/rc.conf</path>. Please read through <path>/etc/rc.conf</path> and
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<path>/etc/conf.d/rc</path> and migrate the settings. Once you are complete,
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delete <path>/etc/conf.d/rc</path>.
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</p>
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</body>
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</section>
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<section id="modules">
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<title>Kernel modules</title>
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<body>
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<p>
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Normally, when you want certain kernel modules automatically loaded at boot, you
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place them into <path>/etc/modules.autoload.d/kernel-2.6</path> along with any
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parameters you wanted to pass to them. In baselayout-2, this file is not used
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anymore. Instead, autoloaded modules and module parameters are placed in one
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file, <path>/etc/conf.d/modules</path>, no matter the kernel version.
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</p>
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<p>
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An example old style configuration would be:
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</p>
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<pre caption="/etc/modules.autoload.d/kernel-2.6">
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ivtv
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cx88_dvb video_br=2
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</pre>
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<p>
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Converting the above example would result in the following:
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</p>
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<pre caption="/etc/conf.d/modules">
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<comment># Modules autoloaded at boot</comment>
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modules_2_6="ivtv cx88_dvb"
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<comment># Module parameters</comment>
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module_cx88_dvb_args_2_6="video_br=2"
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</pre>
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<p>
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In the above examples, the modules and their parameters would only be passed
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to 2.6.x series kernels. The new configuration allows for fine grained
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control over the modules and parameters based on kernel version.
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</p>
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<p>
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An in-depth example would be:
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</p>
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<pre caption="detailed example of /etc/conf.d/modules">
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<comment># Always load ochi1394 and ieee1394, no matter the kernel version</comment>
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modules="ohci1394 ieee1394"
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<comment># Only load tun and usbserial for 2.6.x series kernels</comment>
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modules_2_6="tun usbserial"
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<comment># Only load cx88_dvb for 2.6.23 kernels</comment>
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modules_2_6_23="cx88_dvb"
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<comment># Only load ivtv for 2.6.23-gentoo-r5</comment>
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modules_2_6_23_gentoo_r5="ivtv"
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<comment># For 2.6.23-gentoo-r5, pass video_br=2 to cx88_dvb</comment>
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module_cx88_dvb_args_2_6_23_gentoo_r5="video_br=2"
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<comment># For 2.6.x series kernels, always pass vendor and product</comment>
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module_usbserial_args_2_6="vendor=0x1410 product=0x2110"
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<comment># Always pass debug to ieee1394</comment>
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module_ieee1394_args="debug"
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</pre>
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<note>
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Please note the difference between <b>module_</b> and <b>modules_</b>.
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</note>
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</body>
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</section>
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nightmorph |
1.5 |
<section id="boot">
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<title>Boot runlevel</title>
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nightmorph |
1.1 |
<body>
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<p>
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nightmorph |
1.5 |
The <c>boot</c> runlevel performs several important steps for every machine. For
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example, making sure your root filesystem is mounted read/write, that your
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filesystems are checked for errors, that your mountpoints are available, and
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that the <path>/proc</path> pseudo-filesystem is started at boot.
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nightmorph |
1.1 |
</p>
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<p>
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nightmorph |
1.5 |
With OpenRC, volume management services for your block storage devices are no
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longer run automatically at boot. This includes lvm, raid, swap, device-mapper
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(dm), dm-crypt, evms, and the like. You must ensure the appropriate initscript
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for these services is in the <c>boot</c> runlevel, otherwise it's possible that
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your system will not boot!
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nightmorph |
1.1 |
</p>
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<p>
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While the OpenRC ebuild will attempt to do this migration for you, you should
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nightmorph |
1.5 |
verify that it migrated all the volume management services properly:
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nightmorph |
1.1 |
</p>
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nightmorph |
1.5 |
<pre caption="Display all services in boot runlevel">
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nightmorph |
1.1 |
# <i>ls -l /etc/runlevels/boot/</i>
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</pre>
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<p>
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nightmorph |
1.5 |
If you don't see root, procfs, mtab, swap, and fsck in the above listing,
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perform the following to add them to the <c>boot</c> runlevel:
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nightmorph |
1.1 |
</p>
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nightmorph |
1.9 |
<pre caption="Adding critical services to the boot runlevel">
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nightmorph |
1.5 |
# <i>rc-update add root boot</i>
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# <i>rc-update add procfs boot</i>
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# <i>rc-update add mtab boot</i>
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# <i>rc-update add fsck boot</i>
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nightmorph |
1.1 |
# <i>rc-update add swap boot</i>
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</pre>
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nightmorph |
1.2 |
<p>
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nightmorph |
1.5 |
If you know you use mdraid and lvm but do not see them above, you would run
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the following to add initscripts to the <c>boot</c> runlevel:
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nightmorph |
1.2 |
</p>
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nightmorph |
1.6 |
<pre caption="Adding raid and lvm to the boot runlevel">
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nightmorph |
1.5 |
# <i>rc-update add raid boot</i>
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# <i>rc-update add lvm boot</i>
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nightmorph |
1.2 |
</pre>
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nightmorph |
1.1 |
</body>
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</section>
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<section>
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nightmorph |
1.9 |
<title>Network</title>
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<body>
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<p>
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Due to baselayout and OpenRC being broken into two different packages, your
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net.eth0 initscript may disappear during the upgrade process. To replace this
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initscript please perform the following:
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</p>
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<pre caption="Adding back missing net.eth0 script">
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# <i>cd /etc/init.d</i>
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# <i>ln -s net.lo net.eth0</i>
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</pre>
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<p>
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If you are missing any other network initscripts, follow the instructions above
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nightmorph |
1.10 |
to re-add them. Simply replace <c>eth0</c> with the name of your network
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nightmorph |
1.9 |
device.
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</p>
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nightmorph |
1.10 |
<p>
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Also, <path>/etc/conf.d/net</path> no longer uses bash-style arrays for
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configuration. Please review <path>/usr/share/doc/openrc/net.example</path> for
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configuration instructions. Conversion should be relatively straight-forward,
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for example a static IP assignment would change as follows:
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</p>
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<pre caption="Old /etc/conf.d/net style">
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config_eth0=( "192.168.1.37 netmask 255.255.255.0 brd 192.168.1.255" )
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routes_eth0=( "default via 192.168.1.100" )
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</pre>
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<pre caption="New /etc/conf.d/net style">
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config_eth0="192.168.1.37 netmask 255.255.255.0 brd 192.168.1.255"
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routes_eth0="default via 192.168.1.100"
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</pre>
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nightmorph |
1.9 |
</body>
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| 286 |
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</section>
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| 287 |
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<section>
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| 288 |
nightmorph |
1.1 |
<title>Clock</title>
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<body>
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<p>
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Clock settings have been renamed from <path>/etc/conf.d/clock</path> to your
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system's native tool for adjusting the clock. This means on Linux it will be
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<path>/etc/conf.d/hwclock</path> and on FreeBSD it will be
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nightmorph |
1.2 |
<path>/etc/conf.d/adjkerntz</path>. The initscript in <path>/etc/init.d/</path>
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has also been renamed accordingly, so make sure it's in the appropriate
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runlevel.
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nightmorph |
1.1 |
</p>
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| 300 |
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<p>
|
| 301 |
|
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Additionally, the <c>TIMEZONE</c> variable is no longer in this file. Its
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| 302 |
vapier |
1.8 |
contents are instead found in the <path>/etc/timezone</path> file. If it
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doesn't exist, you will of course have to create it with your timezone. Please
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review both of these files to ensure their correctness.
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| 305 |
nightmorph |
1.1 |
</p>
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|
| 307 |
nightmorph |
1.9 |
<p>
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The proper value for this file is the path relative to your timezone from
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<path>/usr/share/zoneinfo</path>. For example, for someone living on the east
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coast of the United States, the following would be a correct setting:
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</p>
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| 313 |
|
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<pre caption="/etc/timezone">
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| 314 |
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America/New_York
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| 315 |
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</pre>
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| 316 |
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| 317 |
nightmorph |
1.1 |
</body>
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</section>
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|
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<section>
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|
|
<title>XSESSION</title>
|
| 321 |
|
|
<body>
|
| 322 |
|
|
|
| 323 |
|
|
<p>
|
| 324 |
|
|
The XSESSION variable is no longer found in <path>/etc/rc.conf</path>. The
|
| 325 |
|
|
<c>x11-apps/xinit</c> package now provides <path>/etc/env.d/90xsession</path>,
|
| 326 |
|
|
which can be used to set the XSESSION variable.
|
| 327 |
|
|
</p>
|
| 328 |
|
|
|
| 329 |
|
|
<p>
|
| 330 |
|
|
This variable will <b>NOT</b> be migrated for you by default, so you will need
|
| 331 |
|
|
to edit <path>/etc/env.d/90xsession</path>.
|
| 332 |
|
|
</p>
|
| 333 |
|
|
|
| 334 |
|
|
<impo>
|
| 335 |
|
|
You must run <c>env-update</c> after creating a file in <path>/etc/env.d</path>,
|
| 336 |
|
|
and then logout and login for it to take effect.
|
| 337 |
|
|
</impo>
|
| 338 |
|
|
|
| 339 |
|
|
</body>
|
| 340 |
|
|
</section>
|
| 341 |
|
|
<section>
|
| 342 |
vapier |
1.7 |
<title>EDITOR / PAGER</title>
|
| 343 |
nightmorph |
1.1 |
<body>
|
| 344 |
|
|
|
| 345 |
|
|
<p>
|
| 346 |
vapier |
1.7 |
The EDITOR variable is no longer found in <path>/etc/rc.conf</path>. Both
|
| 347 |
|
|
EDITOR and PAGER are set by default in /etc/profile. You should change this as
|
| 348 |
|
|
needed in your <path>~/.bashrc</path> (or equivalent) file or create
|
| 349 |
|
|
<path>/etc/env.d/99editor</path> and set the system default there.
|
| 350 |
nightmorph |
1.1 |
</p>
|
| 351 |
|
|
|
| 352 |
|
|
<impo>
|
| 353 |
|
|
You must run <c>env-update</c> after creating a file in <path>/etc/env.d</path>,
|
| 354 |
|
|
and then logout and login for it to take effect. If you set the variable in
|
| 355 |
|
|
<path>~/.bashrc</path>, you can re-source the file with <c>source
|
| 356 |
|
|
~/.bashrc</c>.
|
| 357 |
|
|
</impo>
|
| 358 |
|
|
|
| 359 |
|
|
</body>
|
| 360 |
|
|
</section>
|
| 361 |
|
|
<section>
|
| 362 |
|
|
<title>Finishing up</title>
|
| 363 |
|
|
<body>
|
| 364 |
|
|
|
| 365 |
|
|
<p>
|
| 366 |
|
|
Once you've finished updating your config files and initscripts, the last thing
|
| 367 |
|
|
to do is <b>reboot</b>. This is necessary because system state information is
|
| 368 |
|
|
not preserved during the upgrade, so you'll need to provide it with a fresh
|
| 369 |
|
|
boot.
|
| 370 |
|
|
</p>
|
| 371 |
|
|
|
| 372 |
|
|
</body>
|
| 373 |
|
|
</section>
|
| 374 |
|
|
</chapter>
|
| 375 |
|
|
</guide>
|