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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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<!-- $Header: /var/cvsroot/gentoo/xml/htdocs/doc/en/openrc-migration.xml,v 1.29 2011/04/14 05:56:41 nightmorph Exp $ -->
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<guide>
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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="Author">
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<mail link="robbat2"/>
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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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<version>10</version>
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<date>2011-05-28</date>
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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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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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</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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verify prior to rebooting.
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</p>
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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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<impo>
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The <b>module*</b> variables are not cumulative. The more version-specific
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variables will override the more general variables.
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</impo>
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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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<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># 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># Only load cx88_dvb for 2.6.23 kernels (other than -gentoo-r5)</comment>
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modules_2_6_23="cx88_dvb"
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<comment># Only load tun and usbserial for 2.6.x series kernels where x != 23</comment>
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modules_2_6="tun usbserial"
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<comment># Otherwise load ochi1394 and ieee1394</comment>
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modules="ohci1394 ieee1394"
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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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</body>
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</section>
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<section id="boot">
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<title>Boot runlevel</title>
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<body>
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<p>
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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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</p>
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<p>
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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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</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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verify that it migrated all the volume management services properly:
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</p>
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<pre caption="Display all services in boot runlevel">
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# <i>ls -l /etc/runlevels/boot/</i>
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</pre>
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<p>
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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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</p>
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<pre caption="Adding critical services to the boot runlevel">
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# <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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# <i>rc-update add swap boot</i>
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</pre>
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<p>
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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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</p>
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<pre caption="Adding mdraid and lvm to the boot runlevel">
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# <i>rc-update add mdraid boot</i>
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# <i>rc-update add lvm boot</i>
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</pre>
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</body>
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| 256 |
</section>
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| 257 |
<section>
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| 258 |
<title>Udev</title>
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<body>
|
| 260 |
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| 261 |
<p>
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| 262 |
OpenRC no longer starts <c>udev</c> by default, but it does need to be present
|
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in the <c>sysinit</c> runlevel to be started. The OpenRC ebuild should detect if
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<c>udev</c> was previously enabled and add it to the <c>sysinit</c> runlevel.
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However, to be safe, check if <c>udev</c> is present:
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</p>
|
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| 268 |
<pre caption="Verifying udev">
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# <i>ls -l /etc/runlevels/sysinit</i>
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lrwxrwxrwx 1 root root 14 2009-01-29 08:00 /etc/runlevels/sysinit/udev -> \
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/etc/init.d/udev
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</pre>
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| 274 |
<p>
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If <c>udev</c> is not listed, add it to the correct runlevel:
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</p>
|
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<pre caption="Adding udev to the sysinit runlevel">
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# <i>rc-update add udev sysinit</i>
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</pre>
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</body>
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</section>
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<section>
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| 285 |
<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 and re-add it to the default runlevel, please perform the
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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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# <i>rc-update add net.edh0 default</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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to re-add them. Simply replace <c>eth0</c> with the name of your network
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device.
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</p>
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|
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<p>
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Also, <path>/etc/conf.d/net</path> (oldnet) no longer uses bash-style arrays
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for configuration. Please review
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<path>/usr/share/doc/openrc-<version>/net.example</path> for configuration
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| 311 |
instructions. Conversion should be relatively straight-forward, converting to
|
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newlines for seperate entries, for example a static IP assignment would change
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as follows:
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| 314 |
</p>
|
| 315 |
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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" "10.0.0.0/8 via 192.168.1.2" )
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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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| 324 |
10.0.0.0/8 via 192.168.1.2"
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| 325 |
</pre>
|
| 326 |
|
| 327 |
</body>
|
| 328 |
</section>
|
| 329 |
<section>
|
| 330 |
<title>Clock</title>
|
| 331 |
<body>
|
| 332 |
|
| 333 |
<p>
|
| 334 |
Clock settings have been renamed from <path>/etc/conf.d/clock</path> to your
|
| 335 |
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
|
| 337 |
<path>/etc/conf.d/adjkerntz</path>. Systems without a working real time clock
|
| 338 |
(RTC) chip should use <path>/etc/init.d/swclock</path>, which sets the system
|
| 339 |
time based on the mtime of a file which is created at system shutdown. The
|
| 340 |
initscripts in <path>/etc/init.d/</path> have also been renamed accordingly, so
|
| 341 |
make sure the appropriate script for your system has been added to the boot
|
| 342 |
runlevel.
|
| 343 |
</p>
|
| 344 |
|
| 345 |
<p>
|
| 346 |
Additionally, the <c>TIMEZONE</c> variable is no longer in this file. Its
|
| 347 |
contents are instead found in the <path>/etc/timezone</path> file. If it
|
| 348 |
doesn't exist, you will of course have to create it with your timezone. Please
|
| 349 |
review both of these files to ensure their correctness.
|
| 350 |
</p>
|
| 351 |
|
| 352 |
<p>
|
| 353 |
The proper value for this file is the path relative to your timezone from
|
| 354 |
<path>/usr/share/zoneinfo</path>. For example, for someone living on the east
|
| 355 |
coast of the United States, the following would be a correct setting:
|
| 356 |
</p>
|
| 357 |
|
| 358 |
<pre caption="/etc/timezone">
|
| 359 |
America/New_York
|
| 360 |
</pre>
|
| 361 |
|
| 362 |
</body>
|
| 363 |
</section>
|
| 364 |
<section>
|
| 365 |
<title>XSESSION</title>
|
| 366 |
<body>
|
| 367 |
|
| 368 |
<p>
|
| 369 |
The XSESSION variable is no longer found in <path>/etc/rc.conf</path>. Instead,
|
| 370 |
you can set the XSESSION variable per-user in <path>~/.bashrc</path> (or
|
| 371 |
equivalent), or system-wide in <path>/etc/env.d/</path>.
|
| 372 |
</p>
|
| 373 |
|
| 374 |
<p>
|
| 375 |
Here's an example of setting XSESSION for the whole system:
|
| 376 |
</p>
|
| 377 |
|
| 378 |
<pre caption="Setting XSESSION system-wide">
|
| 379 |
# <i>echo 'XSESSION="Xfce4"' > /etc/env.d/90xsession</i>
|
| 380 |
</pre>
|
| 381 |
|
| 382 |
<impo>
|
| 383 |
You must run <c>env-update</c> after creating a file in <path>/etc/env.d</path>,
|
| 384 |
and then logout and login for it to take effect. If you set the variable in
|
| 385 |
<path>~/.bashrc</path>, you can re-source the file with <c>source
|
| 386 |
~/.bashrc</c>.
|
| 387 |
</impo>
|
| 388 |
|
| 389 |
</body>
|
| 390 |
</section>
|
| 391 |
<section>
|
| 392 |
<title>EDITOR and PAGER</title>
|
| 393 |
<body>
|
| 394 |
|
| 395 |
<p>
|
| 396 |
The EDITOR variable is no longer found in <path>/etc/rc.conf</path>. Both
|
| 397 |
EDITOR and PAGER are set by default in <path>/etc/profile</path>. You should
|
| 398 |
change this as needed in your <path>~/.bashrc</path> (or equivalent) file or
|
| 399 |
create <path>/etc/env.d/99editor</path> and set the system default there.
|
| 400 |
</p>
|
| 401 |
|
| 402 |
<impo>
|
| 403 |
You must run <c>env-update</c> after creating a file in <path>/etc/env.d</path>,
|
| 404 |
and then logout and login for it to take effect. If you set the variable in
|
| 405 |
<path>~/.bashrc</path>, you can re-source the file with <c>source
|
| 406 |
~/.bashrc</c>.
|
| 407 |
</impo>
|
| 408 |
|
| 409 |
</body>
|
| 410 |
</section>
|
| 411 |
<section>
|
| 412 |
<title>Boot log</title>
|
| 413 |
<body>
|
| 414 |
|
| 415 |
<p>
|
| 416 |
Previously, you could log the boot process by using
|
| 417 |
<c>app-admin/showconsole</c>. However, OpenRC now handles all logging
|
| 418 |
internally, so there's no need for the hacks that <c>showconsole</c> employed.
|
| 419 |
You can safely unmerge <c>showconsole</c>. To continue logging boot messages,
|
| 420 |
just set the appropriate variable in <path>/etc/rc.conf</path>. Logs will appear
|
| 421 |
in <path>/var/log/rc.log</path>.
|
| 422 |
</p>
|
| 423 |
|
| 424 |
<pre caption="Enabling boot logging in /etc/rc.conf">
|
| 425 |
rc_logger="YES"
|
| 426 |
</pre>
|
| 427 |
|
| 428 |
</body>
|
| 429 |
</section>
|
| 430 |
<section id="rc_sys">
|
| 431 |
<title>System sub-types: Virtualization special cases</title>
|
| 432 |
<body>
|
| 433 |
|
| 434 |
<p>
|
| 435 |
In the early versions of OpenRC, we explictly detected multiple types of
|
| 436 |
virtualization, and used that detection to note when certain init scripts
|
| 437 |
should be skipped, using the <b>keyword</b> call in the <b>depend</b>
|
| 438 |
functions.
|
| 439 |
</p>
|
| 440 |
|
| 441 |
<p>
|
| 442 |
However, as of the 0.7.0 release, you are required to explicitly configure the
|
| 443 |
sub-type using the <b>rc_sys</b> variable in <path>/etc/rc.conf</path>. The
|
| 444 |
sub-type should be set to match the virtualization environment that the given
|
| 445 |
root is in. In general, the non-empty <b>rc_sys</b> value should be within the
|
| 446 |
virtual containers; The host node will have <b>rc_sys=""</b>.
|
| 447 |
</p>
|
| 448 |
|
| 449 |
<impo>
|
| 450 |
If you do not have any specific sub-type, please use the default of an empty
|
| 451 |
string <b>""</b>. If the variable is unset, you will be given a warning and we
|
| 452 |
will attempt to use the old detection algorithm.
|
| 453 |
</impo>
|
| 454 |
|
| 455 |
<note>
|
| 456 |
If you do not know what value your system was using with the automatic
|
| 457 |
detection, you should temporarily comment out the <b>rc_sys</b> variable and
|
| 458 |
run the detection command, <c>rc -S</c>.
|
| 459 |
</note>
|
| 460 |
|
| 461 |
<pre caption="Setting system sub-type to none in /etc/rc.conf">
|
| 462 |
rc_sys=""
|
| 463 |
</pre>
|
| 464 |
|
| 465 |
<p>
|
| 466 |
The detection algorithm had to be replaced with manual configuration due to
|
| 467 |
the introduction of new sub-types and changes to the kernel that made prior
|
| 468 |
detection unreliable.
|
| 469 |
</p>
|
| 470 |
|
| 471 |
<table>
|
| 472 |
<tr>
|
| 473 |
<th>Subtype</th>
|
| 474 |
<th>Description</th>
|
| 475 |
<th>Notes</th>
|
| 476 |
</tr>
|
| 477 |
<tr>
|
| 478 |
<ti></ti>
|
| 479 |
<ti>Default, no sub-type</ti>
|
| 480 |
<ti>Not the same as unset; FreeBSD, Linux & NetBSD</ti>
|
| 481 |
</tr>
|
| 482 |
<tr>
|
| 483 |
<ti>jail</ti>
|
| 484 |
<ti>FreeBSD jails</ti>
|
| 485 |
<ti></ti>
|
| 486 |
</tr>
|
| 487 |
<tr>
|
| 488 |
<ti>lxc</ti>
|
| 489 |
<ti>Linux Containers</ti>
|
| 490 |
<ti>Not auto-detected</ti>
|
| 491 |
</tr>
|
| 492 |
<tr>
|
| 493 |
<ti>openvz</ti>
|
| 494 |
<ti>Linux OpenVZ</ti>
|
| 495 |
<ti></ti>
|
| 496 |
</tr>
|
| 497 |
<tr>
|
| 498 |
<ti>prefix</ti>
|
| 499 |
<ti>Prefix</ti>
|
| 500 |
<ti>Not auto-detected; FreeBSD, Linux & NetBSD</ti>
|
| 501 |
</tr>
|
| 502 |
<tr>
|
| 503 |
<ti>vserver</ti>
|
| 504 |
<ti>Linux vserver</ti>
|
| 505 |
<ti></ti>
|
| 506 |
</tr>
|
| 507 |
<tr>
|
| 508 |
<ti>xen0</ti>
|
| 509 |
<ti>Xen0 Domain</ti>
|
| 510 |
<ti>Linux & NetBSD</ti>
|
| 511 |
</tr>
|
| 512 |
<tr>
|
| 513 |
<ti>xenU</ti>
|
| 514 |
<ti>XenU Domain</ti>
|
| 515 |
<ti>Linux & NetBSD</ti>
|
| 516 |
</tr>
|
| 517 |
</table>
|
| 518 |
|
| 519 |
</body>
|
| 520 |
</section>
|
| 521 |
<section>
|
| 522 |
<title>Finishing up</title>
|
| 523 |
<body>
|
| 524 |
|
| 525 |
<p>
|
| 526 |
Once you've finished updating your config files and initscripts, the last thing
|
| 527 |
to do is <b>reboot</b>. This is necessary because system state information is
|
| 528 |
not preserved during the upgrade, so you'll need to provide it with a fresh
|
| 529 |
boot.
|
| 530 |
</p>
|
| 531 |
|
| 532 |
</body>
|
| 533 |
</section>
|
| 534 |
</chapter>
|
| 535 |
|
| 536 |
<chapter>
|
| 537 |
<title>Changed functionality</title>
|
| 538 |
<section>
|
| 539 |
<title>The pause action</title>
|
| 540 |
<body>
|
| 541 |
|
| 542 |
<p>
|
| 543 |
Previously it was possible to temporarily stop a service without taking down all
|
| 544 |
the depending services by using <c>/etc/init.d/service pause</c>. In OpenRC, the
|
| 545 |
<c>pause</c> action was removed; this functionality is supported by the
|
| 546 |
<c>/etc/init.d/service --nodeps stop</c>, which also works in the old
|
| 547 |
baselayout.
|
| 548 |
</p>
|
| 549 |
|
| 550 |
</body>
|
| 551 |
</section>
|
| 552 |
<section>
|
| 553 |
<title>rootfs entry in /etc/mtab</title>
|
| 554 |
<body>
|
| 555 |
|
| 556 |
<p>
|
| 557 |
Previously, the initial <b>rootfs</b> entry was removed from
|
| 558 |
<path>/etc/mtab</path>, and only the real root <path>/</path> entry was
|
| 559 |
present. The duplicate rootfs item was actually added back during shutdown.
|
| 560 |
In OpenRC, both entries must be present for full support of initramfs and
|
| 561 |
tmpfs-on-root. This also means that less writing is required during shutdown.
|
| 562 |
</p>
|
| 563 |
|
| 564 |
</body>
|
| 565 |
</section>
|
| 566 |
</chapter>
|
| 567 |
</guide>
|