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The first of many rewrites I'll be making to the guide to bring it up to stable xserver 1.6 standards. bug 229769

1 <?xml version='1.0' encoding='UTF-8'?>
2 <!DOCTYPE guide SYSTEM "/dtd/guide.dtd">
3 <!-- $Header: /var/cvsroot/gentoo/xml/htdocs/doc/en/xorg-config.xml,v 1.30 2009/06/10 18:28:53 nightmorph Exp $ -->
4
5 <guide link="/doc/en/xorg-config.xml">
6 <title>The X Server Configuration HOWTO</title>
7
8 <author title="Author">
9 <mail link="swift@gentoo.org">Sven Vermeulen</mail>
10 </author>
11 <author title="Author">
12 <mail link="nightmorph"/>
13 </author>
14
15 <abstract>
16 Xorg is the X Window server which allows users to have a graphical
17 environment at their fingertips. This HOWTO explains what Xorg is, how to
18 install it and what the various configuration options are.
19 </abstract>
20
21 <!-- The content of this document is licensed under the CC-BY-SA license -->
22 <!-- See http://creativecommons.org/licenses/by-sa/2.5 -->
23 <license/>
24
25 <version>1.22</version>
26 <date>2009-10-02</date>
27
28 <chapter>
29 <title>What is the X Window Server?</title>
30 <section>
31 <title>Graphical vs Command-Line</title>
32 <body>
33
34 <p>
35 The average user may be frightened at the thought of having to type in commands.
36 Why wouldn't he be able to point and click his way through the freedom provided
37 by Gentoo (and Linux in general)? Well, *big smile*, of course you are able to
38 do this. :-) Linux offers a wide variety of flashy user interfaces and
39 environments which you can install on top of your existing installation.
40 </p>
41
42 <p>
43 This is one of the biggest surprises new users come across: a graphical user
44 interface is nothing more than an application which runs on your system. It is
45 <e>not</e> part of the Linux kernel or any other internals of the system. It is
46 a powerful tool that fully enables the graphical abilities of your workstation.
47 </p>
48
49 <p>
50 As standards are important, a standard for drawing and moving windows on a
51 screen, interacting with the user through mouse, keyboard and other basic, yet
52 important aspects has been created and named the <e>X Window System</e>,
53 commonly abbreviated as <e>X11</e> or just <e>X</e>. It is used on Unix, Linux
54 and Unix-like operating systems throughout the world.
55 </p>
56
57 <p>
58 The application that provides Linux users with the ability to run graphical
59 user interfaces and that uses the X11 standard is Xorg-X11, a fork of
60 the XFree86 project. XFree86 has decided to use a license that might not be
61 compatible with the GPL license; the use of Xorg is therefore recommended.
62 The official Portage tree does not provide an XFree86 package anymore.
63 </p>
64
65 </body>
66 </section>
67 <section>
68 <title>The X.org Project</title>
69 <body>
70
71 <p>
72 The <uri link="http://www.x.org">X.org</uri> project created and
73 maintains a freely redistributable, open-source implementation of the X11
74 system. It is an open source X11-based desktop infrastructure.
75 </p>
76
77 <p>
78 Xorg provides an interface between your hardware and the graphical software
79 you want to run. Besides that, Xorg is also fully network-aware, meaning you
80 are able to run an application on one system while viewing it on a different
81 one.
82 </p>
83
84 </body>
85 </section>
86 </chapter>
87
88 <chapter>
89 <title>Installing Xorg</title>
90 <section>
91 <body>
92
93 <p>
94 Before installing Xorg you have to configure two important variables in the
95 <path>/etc/make.conf</path> file.
96 </p>
97
98 <p>
99 The first one is <c>VIDEO_CARDS</c>. This is used to set the video drivers that
100 you intend to use and is usually based on the kind and brand of card you have.
101 The most common settings are <c>nvidia</c> for Nvidia cards or <c>fglrx</c> for
102 ATI Radeon cards. Those are the proprietary drivers from Nvidia and ATI
103 respectively. If you would like to use the open source versions, use <c>nv</c>
104 rather than <c>nvidia</c> in the variable, but bear in mind that using this
105 driver means no 3D acceleration at all. The free <c>radeon</c> and
106 <c>radeonhd</c> drivers for ATI cards support 3D acceleration on older Radeons
107 but don't yet support all the features of the newer ones. <c>VIDEO_CARDS</c> may
108 contain more than one driver, in this case list of them should be separated with
109 spaces.
110 </p>
111
112 <p>
113 The second variable is <c>INPUT_DEVICES</c> and is used to determine which
114 drivers are to be built for input devices. In most cases setting it to
115 <c>keyboard mouse</c> should work just fine. If you use alternative input
116 devices, such as a Synaptics touchpad for a laptop, be sure to add it to
117 <c>INPUT_DEVICES</c>.
118 </p>
119
120 <p>
121 Now you should decide which drivers you will use and add necessary settings to
122 the <path>/etc/make.conf</path> file:
123 </p>
124
125 <pre caption="Sample make.conf entries">
126 <comment>(For mouse and keyboard support)</comment>
127 INPUT_DEVICES="keyboard mouse"
128 <comment>(For Nvidia cards)</comment>
129 VIDEO_CARDS="nvidia"
130 <comment>(OR, for ATI Radeon cards)</comment>
131 VIDEO_CARDS="fglrx"
132 </pre>
133
134 <p>
135 More instructions on how to configure nVidia and ATI cards can be found in
136 <uri link="/doc/en/nvidia-guide.xml">Gentoo Linux nVidia Guide</uri> and in
137 <uri link="/doc/en/ati-faq.xml">Gentoo Linux ATI FAQ</uri>. If you don't know
138 which drivers you should choose, refer to these guides for more information.
139 </p>
140
141 <note>
142 If the suggested settings don't work for you, you should run <c>emerge -pv
143 xorg-server</c>, check all the options available and choose those which apply to
144 your system. The example is for the amd64 architecture and
145 <c>xorg-server-1.2</c>.
146 </note>
147
148 <pre caption="Displaying all the driver options available">
149 # <i>emerge -pv xorg-server</i>
150
151 These are the packages that would be merged, in order:
152
153 Calculating dependencies... done!
154 [ebuild R ] x11-base/xorg-server-1.2.0-r3 USE="dri nptl xorg (-3dfx) -debug
155 -dmx -ipv6 -kdrive -minimal -sdl -xprint" INPUT_DEVICES="keyboard mouse -acecad
156 -aiptek -calcomp -citron -digitaledge -dmc -dynapro -elo2300 -elographics -evdev
157 -fpit -hyperpen -jamstudio -joystick -magellan -microtouch -mutouch -palmax
158 -penmount -spaceorb -summa -synaptics -tek4957 -ur98 -vmmouse -void -wacom"
159 VIDEO_CARDS="nvidia -apm -ark -chips -cirrus -cyrix -dummy -epson -fbdev -fglrx
160 -glint -i128 (-i740) -i810 (-impact) (-imstt) -mach64 -mga -neomagic (-newport)
161 (-nsc) -nv -r128 -radeon -rendition -s3 -s3virge -savage -siliconmotion -sis
162 -sisusb (-sunbw2) (-suncg14) (-suncg3) (-suncg6) (-sunffb) (-sunleo) (-suntcx)
163 -tdfx -tga -trident -tseng -v4l -vesa -vga -via -vmware -voodoo" 0 kB
164 </pre>
165
166 <p>
167 After setting all the necessary variables you can install the Xorg package.
168 </p>
169
170 <pre caption="Installing Xorg">
171 # <i>emerge xorg-server</i>
172 </pre>
173
174 <note>
175 You could install the <c>xorg-x11</c> metapackage instead of the more
176 lightweight xorg-server. Functionally, <c>xorg-x11</c> and <c>xorg-server</c>
177 are the same. However, <c>xorg-x11</c> brings in many more packages that
178 you probably don't need, such as a huge assortment of fonts in many different
179 languages. They're not necessary for a working desktop.
180 </note>
181
182 <p>
183 When the installation is finished, you might need to re-initialise some
184 environment variables before you continue. Just run <c>env-update</c> followed
185 by <c>source /etc/profile</c> and you're all set.
186 </p>
187
188 <pre caption="Re-initialising the environment variables">
189 # <i>env-update</i>
190 # <i>source /etc/profile</i>
191 </pre>
192
193 </body>
194 </section>
195 </chapter>
196 <chapter>
197 <title>Configuring Xorg</title>
198 <section>
199 <title>The xorg.conf File</title>
200 <body>
201
202 <p>
203 The configuration file of Xorg is called <path>xorg.conf</path> and it resides
204 in <path>/etc/X11</path>. Xorg provides an example configuration as
205 <path>/etc/X11/xorg.conf.example</path> which you can use to create your own
206 configuration. It is heavily commented, but if you are in need of more
207 documentation regarding the syntax, don't hesitate to read the man page:
208 </p>
209
210 <pre caption="Reading the xorg.conf man page">
211 # <i>man 5 xorg.conf</i>
212 </pre>
213
214 <p>
215 Happy reading for those of you willing to. We surely don't so we'll continue
216 with checking out how we can create the file automatically.
217 </p>
218
219 </body>
220 </section>
221 <section>
222 <title>Default: Automatic Generation of xorg.conf</title>
223 <body>
224
225 <p>
226 Xorg itself is able to guess most parameters for you. In most cases, you
227 will only have to change some lines to get the resolution you want up and
228 running. If you are interested in more in-depth tweaking, be sure to check the
229 resources at the end of this chapter. But first, let us generate a (hopefully
230 working) Xorg configuration file.
231 </p>
232
233 <pre caption="Generating an xorg.conf file">
234 # <i>Xorg -configure</i>
235 </pre>
236
237 <p>
238 Be sure to read the last lines printed on your screen when Xorg has finished
239 probing your hardware. If it tells you it failed at some point, you're forced to
240 manually write an <path>xorg.conf</path> file. Assuming that it didn't fail, it
241 will have told you that it has written <path>/root/xorg.conf.new</path> ready
242 for you to test. So let's test. :)
243 </p>
244
245 <pre caption="Testing the xorg.conf.new file">
246 # <i>X -config /root/xorg.conf.new</i>
247 </pre>
248
249 <p>
250 If all goes well, you should see a simple black and white pattern. Verify if
251 your mouse works correctly and if the resolution is good. If you received errors
252 about "/dev/mouse", try changing your mouse device to <c>/dev/input/mice</c> in
253 the "InputDevice" section of <path>xorg.conf</path>. You might not be able to
254 deduce the exact resolution, but you should be able to see if it's too low. You
255 can exit any time by pressing Ctrl-Alt-Backspace.
256 </p>
257
258 </body>
259 </section>
260 <section>
261 <title>Alternative: Semi-Automatic Generation of xorg.conf</title>
262 <body>
263
264 <p>
265 Xorg provides a tool called <c>xorgconfig</c> which will ask you for various
266 information regarding your system (graphical adapter, keyboard, ...). Based on
267 your input it will create a <path>xorg.conf</path> file.
268 </p>
269
270 <pre caption="Semi-Automatic Generation of xorg.conf">
271 # <i>xorgconfig</i>
272 </pre>
273
274 <p>
275 Another tool, also provided by Xorg, is <c>xorgcfg</c>, which will first
276 attempt to run <c>Xorg -configure</c> and then start the X server for more
277 final tweaking.
278 </p>
279
280 <pre caption="Using xorgcfg">
281 # <i>xorgcfg</i>
282 <comment>(In case X crashes or the configuration fails, try:)</comment>
283 # <i>xorgcfg -textmode</i>
284 </pre>
285
286 </body>
287 </section>
288 <section>
289 <title>Copying over xorg.conf</title>
290 <body>
291
292 <p>
293 Let us copy over the <path>xorg.conf.new</path> to
294 <path>/etc/X11/xorg.conf</path> now, so we won't have to continuously run
295 <c>X -config</c> -- typing just <c>X</c> or <c>startx</c> is easier. :)
296 </p>
297
298 <pre caption="Copying over xorg.conf">
299 # <i>cp /root/xorg.conf.new /etc/X11/xorg.conf</i>
300 </pre>
301
302 </body>
303 </section>
304 <section id="using_startx">
305 <title>Using startx</title>
306 <body>
307
308 <p>
309 Now try <c>startx</c> to start up your X server. <c>startx</c> is a script
310 that executes an <e>X session</e>, that is, it starts the X servers and some
311 graphical applications on top of it. It decides which applications to run
312 using the following logic:
313 </p>
314
315 <ul>
316 <li>
317 If a file named <path>.xinitrc</path> exists in the home directory, it will
318 execute the commands listed there.
319 </li>
320 <li>
321 Otherwise, it will read the value of the XSESSION variable and will execute
322 one of the sessions available in <path>/etc/X11/Sessions/</path>
323 accordingly. You can set the value of XSESSION in
324 <path>/etc/env.d/90xsession</path> to make it a default for all the users on
325 the system. For example, as root, run <c>echo XSESSION="Xfce4" >
326 /etc/env.d/90xsession</c>. This will create the <path>90xsession</path> file
327 and set the default X session to Xfce4.
328 </li>
329 <li>
330 If all of the above fail, it will fall back to a simple window manager,
331 usually <c>twm</c>.
332 </li>
333 </ul>
334
335 <pre caption="Starting X">
336 # <i>startx</i>
337 </pre>
338
339 <p>
340 If you see an ugly, loathsome, repulsive, deformed window manager, that's
341 <c>twm</c>. To finish the twm session, type in <c>exit</c> or Ctrl-D in the
342 upcoming xterms. You can also kill the X session using the Ctrl-Alt-Backspace
343 combination. This will however make X exit disgracefully -- something that you
344 might not always want. It doesn't hurt though. :)
345 </p>
346
347 </body>
348 </section>
349 </chapter>
350 <chapter>
351 <title>Tweaking xorg.conf</title>
352 <section>
353 <title>Setting your Resolution</title>
354 <body>
355
356 <p>
357 If you feel that the screen resolution is wrong, you will need to check two
358 sections in your configuration. First of all, you have the <e>Screen</e> section
359 which lists the resolutions, if any that your X server will run at. By
360 default, this section might not list any resolutions at all. If this is the
361 case, Xorg will estimate the resolutions based on the information in the
362 second section, <e>Monitor</e>.
363 </p>
364
365 <p>
366 What happens is that Xorg checks the settings of <c>HorizSync</c> and
367 <c>VertRefresh</c> in the <e>Monitor</e> section to compute valid resolutions.
368 For now, leave these settings as-is. Only when the changes to the <e>Screen</e>
369 section (which we will describe in a minute) don't work, then you will need to
370 look up the specs for your monitor and fill in the correct values. You can also
371 use a tool that searches for your monitor's specs, such as
372 <c>sys-apps/ddcxinfo-knoppix</c>.
373 </p>
374
375 <warn>
376 Do <b>not</b> "just" change the values of these two monitor related variables
377 without consulting the technical specifications of your monitor. Setting
378 incorrect values lead to out-of-sync errors at best and smoked up screens at
379 worst.
380 </warn>
381
382 <p>
383 Now let us change the resolutions. In the next example from
384 <path>/etc/X11/xorg.conf</path> we add the <c>Modes</c> lines and the
385 <c>DefaultDepth</c> so that our X server starts with 24 bits at 1024x768 by
386 default. Don't mind the given strings -- they are examples and will most likely
387 differ from the settings on your system.
388 </p>
389
390 <pre caption="Changing the Screen section in /etc/X11/xorg.conf">
391 Section "Screen"
392 Identifier "Default Screen"
393 Device "S3 Inc. ProSavage KN133 [Twister K]"
394 Monitor "Generic Monitor"
395 <i>DefaultDepth 24</i>
396 <comment># Skipping some text to improve readability</comment>
397 SubSection "Display"
398 Depth 24
399 <i>Modes "1024x768"</i>
400 EndSubSection
401 EndSection
402 </pre>
403
404 <p>
405 Run X (<c>startx</c>) to discover it uses the resolution you want. :)
406 </p>
407
408 </body>
409 </section>
410 <section>
411 <title>Configuring your Keyboard</title>
412 <body>
413
414 <p>
415 To setup X to use an international keyboard, search for the <e>InputDevice</e>
416 section that configures the keyboard and add the <c>XkbLayout</c> option to
417 point to the keyboard layout you want. As an example, we show you how to apply
418 for the Belgian layout. Just substitute the country-keycode with yours:
419 </p>
420
421 <pre caption="Changing the keyboard layout">
422 Section "InputDevice"
423 Identifier "Generic Keyboard"
424 Driver "keyboard"
425 Option "CoreKeyboard"
426 Option "XkbRules" "xorg"
427 Option "XkbModel" "pc105"
428 <i>Option "XkbLayout" "be"</i>
429 EndSection
430 </pre>
431
432 </body>
433 </section>
434 <section>
435 <title>Configuring your Mouse</title>
436 <body>
437
438 <p>
439 If your mouse isn't working, you will first need to find out if it is detected
440 by the kernel at all. Mice are (device-wise) seen as
441 <path>/dev/input/mouse0</path> (or <path>/dev/input/mice</path> if you want to
442 use several mice). In some cases <path>/dev/psaux</path> is used. In either
443 case you can check if the devices do represent
444 your mouse by checking the output of those files when you move your mouse. You
445 will usually see some junk on your screen. To end the session press
446 <c>Ctrl-C</c>.
447 </p>
448
449 <pre caption="Checking the device files">
450 # <i>cat /dev/input/mouse0</i>
451 <comment>(Don't forget to press Ctrl-C to end this)</comment>
452 </pre>
453
454 <p>
455 If your mouse isn't detected, verify if all the necessary modules are loaded.
456 </p>
457
458 <p>
459 If your mouse is detected, fill in the device in the appropriate
460 <e>InputDevice</e> section. In the next example you'll see we also set two other
461 options: <c>Protocol</c> (which lists the mouse protocol to be used -- most
462 users will use PS/2 or IMPS/2) and <c>ZAxisMapping</c> (which allows for the
463 mousewheel (if applicable) to be used).
464 </p>
465
466 <pre caption="Changing the mouse settings in Xorg">
467 Section "InputDevice"
468 Identifier "TouchPad Mouse"
469 Driver "mouse"
470 Option "CorePointer"
471 <i>Option "Device" "/dev/input/mouse0"</i>
472 <i>Option "Protocol" "IMPS/2"</i>
473 <i>Option "ZAxisMapping" "4 5"</i>
474 EndSection
475 </pre>
476
477 <p>
478 Run <c>startx</c> and be happy about the result. :) Congratulations, you now
479 (hopefully) have a working Xorg on your system. The next step is to remove this
480 ugly lightweight window manager and use a high-feature one (or even a desktop
481 environment) such as KDE or GNOME, but that's not part of this guide. :)
482 </p>
483
484 </body>
485 </section>
486 </chapter>
487 <chapter>
488 <title>Resources</title>
489 <section>
490 <title>Creating and Tweaking xorg.conf</title>
491 <body>
492
493 <p>
494 First of all, <c>man xorg.conf</c> provides a quick yet complete reference
495 about the syntax used by the configuration file. Be sure to have it open on a
496 terminal near you when you edit your configuration file!
497 </p>
498
499 <p>
500 Also, be sure to look at <path>/etc/X11/xorg.conf.example</path>; you may wish
501 to copy this and use it as a foundation for writing your own
502 <path>xorg.conf</path>.
503 </p>
504
505 <p>
506 You may find the X.org <uri link="http://www.x.org/wiki/FAQ">FAQ</uri> provided
507 on their website, in addition to their other documentation.
508 </p>
509
510 <p>
511 There are also many online resources on editing <path>xorg.conf</path>. We only
512 list few of them here, be sure to <uri link="http://www.google.com">Google</uri>
513 for more. :) As <path>xorg.conf</path> and <path>XF86Config</path> (the
514 configuration file for the XFree86 project) use the
515 same syntax for most configuration options and more information about
516 <path>XF86Config</path> is available, we'll list those resources as well.
517 </p>
518
519 <ul>
520 <li>
521 <uri link="http://tldp.org/HOWTO/XFree-Local-multi-user-HOWTO/">The XFree
522 Local Multi-User HOWTO</uri>
523 </li>
524 <li>
525 <uri
526 link="http://www-106.ibm.com/developerworks/edu/os-dw-linuxxwin-i.html">An
527 Introduction to XFree 4.x</uri> by Chris Houser
528 </li>
529 </ul>
530
531 </body>
532 </section>
533 <section>
534 <title>Other resources</title>
535 <body>
536
537 <p>
538 More information about installing and configuring various graphical desktop
539 environments and applications can be found in the <uri
540 link="/doc/en/?catid=desktop">Gentoo Desktop Documentation Resources</uri>
541 section of our documentation.
542 </p>
543
544 <p>
545 If you're upgrading to xorg-server-1.5 from an earlier version, then be sure to
546 read the <uri
547 link="/proj/en/desktop/x/x11/xorg-server-1.5-upgrade-guide.xml">migration
548 guide</uri>.
549 </p>
550
551 </body>
552 </section>
553 </chapter>
554 </guide>

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