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1 zhen 1.3 <?xml version='1.0' encoding="UTF-8"?>
2 antifa 1.11 <?xml-stylesheet href="/xsl/guide.xsl" type="text/xsl"?>
3 antifa 1.12 <!DOCTYPE guide SYSTEM "/dtd/guide.dtd">
5 drobbins 1.1
6 zhen 1.2 <guide link="/doc/en/altinstall.xml">
7 drobbins 1.1 <title>The Gentoo Linux alternative installation method HOWTO</title>
8 gerrynjr 1.9 <author title="Contributor"><mail link="gerrynjr@gentoo.org">Gerald Normandin Jr.</mail></author>
9     <author title="Contributor"><mail link="lordviram@rebelpacket.net">Travis Tilley</mail></author>
10     <author title="Contributor"><mail link="volontir@yahoo.com">Oleg Raisky</mail></author>
11     <author title="Contributor"><mail link="luminousit@hotmail.com">Alex Garbutt</mail></author>
12     <author title="Contributor"><mail link="alex@openvs.com">Alexandre Georges</mail></author>
13 drobbins 1.1 <author title="Contributor"><mail link="davoid@gentoo.org">Faust A.
14     Tanasescu</mail></author>
15 swift 1.7 <author title="Contributor"><mail link="aliz@gentoo.org">Daniel Ahlberg</mail></author>
16     <author title="Editor"><mail link="swift@gentoo.org">Sven Vermeulen</mail></author>
17 gerrynjr 1.9 <author title="Editor"><mail link="antifa@gentoo.org">Ken Nowack</mail></author>
18 drobbins 1.1 <abstract>
19     This HOWTO is meant to be a repository of alternative Gentoo installation
20     methods, for those with special installation needs such as lack of a cdrom
21     or a computer that cant boot cds.
22     </abstract>
24 gerrynjr 1.9 <version>0.31</version>
25     <date>17 July 2003</date>
27     <license/>
28 drobbins 1.1
29     <chapter>
30     <title>About this document</title>
31     <section>
32     <body>
34     <p>If the standard boot-from-CD install method doesn't work for you
35     (or you just don't like it),
36     help is now here. This document serves to
37     provide a repository of alternative Gentoo Linux installation techniques
38     to those who need them.
39     Or, if you prefer, it serves as
40     a place to put your wacky installation methods. If you have an
41     installation method that you yourself find useful, or you have devised an
42     amusing way of installing gentoo, please dont hesitate to write something
43 gerrynjr 1.9 up and <mail link="antifa@gentoo.org">send it to me.</mail></p>
46     </body>
47     </section>
48     </chapter>
50     <chapter>
51     <title>Booting the LiveCD with Smart BootManager</title>
52     <section>
54     <body>
55     <p>Download Smart BootManager <uri link="http://btmgr.sourceforge.net/index.php3?body=download.html">http://btmgr.sourceforge.net/index.php3?body=download.html</uri>. Linux source or binary format and windows .exe versions are available as well as many language packs. However, at this time, the prefered method would be to use the binary format, as the source will not compile with newer versions of nasm.</p>
57     <p>Either compile the package from source or just grab the binary. There are several options that can be utilized while creating your boot floppy, as seen below.</p>
59     <pre caption="Smart BootManager Options">
60     <i>sbminst [-t theme] [-d drv] [-b backup_file] [-u backup_file]
62     -t theme select the theme to be used, in which the theme could be:
63     us = English theme de = German theme
64     hu = Hungarian theme zh = Chinese theme
65     ru = Russian theme cz = Czech theme
66     es = Spanish theme fr = French theme
67     pt = Portuguese theme
70     -d drv set the drive that you want to install Smart BootManager on;
71     for Linux:
72     /dev/fd0 is the first floppy driver,
73     /dev/hda is the first IDE harddisk driver.
74     /dev/sda is the first SCSI harddisk driver.
75     for DOS:
76     0 is the first floppy drive
77     128 is the first hard drive;
79     -c disable CD-ROM booting feature;
81     -b backup_file backup the data that will be overwrited for
82     future uninstallation;
84     -u backup_file uninstall Smart BootManager, should be used alone;
86     -y do not ask any question or warning.</i>
87     </pre>
89     <pre caption="Using sbminst to build the boot floppy">
90     # <i>sbminst -t us -d /dev/fd0</i>
91     </pre>
92     <note> Replace fd0 with your repective floppy device name if yours is different. </note>
93     <p>Now simply place the floppy in the floppy drive of the computer you'd like to boot the LiveCD on, as well as placing the LiveCD in the CD-ROM and boot the computer.</p>
95     <p>You'll be greeted with the Smart BootManager dialog. Select your CD-ROM and press ENTER to boot the LiveCD. Once booted proceed with the standard installation instructions.</p>
97     <p>Further information on Smart BootManager may be found at <uri>http://btmgr.sourceforge.net/</uri></p>
98     </body>
99     </section>
100     </chapter>
103     <chapter>
104     <title>Knoppix Installation</title>
105     <section>
107     <body>
108     <p>Booting from the <uri link="http://www.knoppix.org/">Knoppix</uri> LiveCD is a way to have a fully functional linux system while you're compiling Gentoo. Tux Racer will help you pass the time while you wait for bootstrap.</p>
110     <p>Boot from the Knoppix CD. It generally does a really good job of hardware detection. Although, you may have to add some boot options. </p>
112     <p>By default Knoppix boots into a KDE 3.0 desktop. The first thing I did was open a konsole and typed <c>sudo passwd root</c>. This lets you set the root password for Knoppix.</p>
114     <p> Next, I su to root and typed <c>usermod -d /root -m root</c>. This sets user roots home directory to /root (the Gentoo way) from /home/root (the Knoppix way). If you do not do this, then you will receive errors when emerging about "/home/root: not found" or something to that effect.</p>
116     <p>I then typed <c>exit</c> and then <c>su</c> back into root. This loads the change that was made with the usermod command. At this point, you can pick up with the standard install documentation at step 6. </p>
117     </body>
118     </section>
119     </chapter>
121     <chapter>
122     <title>Installing from Stage 1 without network access</title>
123     <section>
124     <body>
127     <p>Burn a LiveCD iso.</p>
129     <p>Get the latest portage snapshot from <uri>http://distro.ibiblio.org/pub/linux/distributions/gentoo/snapshots/</uri> (or your favorite <uri link="http://www.gentoo.org/main/en/mirrors.xml">mirror</uri>). Either place this tarball on an existing partition on the box your are installing to, or burn it to a CD.</p>
131     <p>You'll also need a package list for the stage packages. Place the following dl-list.sh script on the same medium as the portage snapshot, you'll need it later.</p>
133     <pre caption="dl-list.sh">
134     #!/bin/bash
136     # set your defaults here:
137     user_defs() {
139     # portage directory (without a trailing "/"):
140     portage_dir="/usr/portage"
142     # default download mirror (without a trailing "/"):
143     gentoo_mirror="http://www.ibiblio.org/pub/Linux/distributions/gentoo"
145     # default sourceforge mirror (unc, telia, belnet):
146     sourceforge_mirror="unc"
148     # fix gnu mirror entries
149     gnu_url="ftp:\/\/ftp.gnu.org\/pub\/gnu"
151     }
154     #------------------------------------------------------------
156     # function to remove temporary files
157     cleanup() {
159     rm -f $temp_file_1 $temp_file_2
160     exit $1
162     }
164     # set user defaults
165     user_defs
167     # set the complete url for the sourceforge mirror
168     # (the \'s are needed because this goes in a sed command)
169     sourceforge_mirror_complete="http:\/\/$sourceforge_mirror.dl.sourceforge.net\/sourceforge"
171     # initialize counters
172     num_files=0
173     num_alt_urls=0
174     total_size=0
176     # initialize lists (arrays)
177     declare -a def_urls_arr
178     declare -a alt_urls_arr
180     # create 2 temporary files
181     temp_file_1=`mktemp -t dl-list.XXXXXX` || cleanup 1
182     temp_file_2=`mktemp -t dl-list.XXXXXX` || cleanup 1
184     # run "emerge -p &lt;args&gt;" (too easy to forget the "-p" in the command line...)
185     emerge -p $@ &gt; $temp_file_1 || cleanup 1
187     # remove the lines that do not contain the word "ebuild"
188     sed -n -e '/ebuild/p' $temp_file_1 &gt; $temp_file_2
190     # count how many lines were left
191     num_ebuilds=`wc -l $temp_file_2 | sed -e 's/\(.*\) \(.*\)/\1/'`
193     # extract the useful information from those lines: category, package and version
194     #sed -e 's:\(.*\) \(.*\)/\(.*\)-\([0-9].*\) \(.*\) \(.*\):\2 \3 \4:' $temp_file_2 &gt; $temp_file_1
195     sed -e 's:\(.*\) \(.*\)/\(.*\)-\([0-9].*\):\2 \3 \4:' $temp_file_2 &gt; $temp_file_1
197     # display starting message :)
198     echo -n "Generating list " &gt;&amp;2
200     # process each package in turn
201     while read category package version rest
202     do
204     # form the name of the digest file
206     digest_file="$portage_dir/$category/$package/files/digest-$package-$version"
208     # process the contents of the digest file
209     while read md5_flag md5_sum file_name file_size
210     do
212     # form the default url to download the file
213     def_urls_arr[$num_files]="$gentoo_mirror/distfiles/$file_name"
215     # increment the file counter
216     num_files=$(($num_files + 1))
218     # update the size accumulator (in kilobytes)
219     total_size=$(($total_size + $file_size / 1024))
221     done &lt; $digest_file
223     # form the "ebuild depend" command line
224     ebuild_depend_cmd="ebuild $portage_dir/$category/$package/$package-${version}.ebuild depend"
226     # execute the "ebuild depend" command
227     $ebuild_depend_cmd || cleanup 1
229     # form the name of the dependency file
230     dependency_file="/var/cache/edb/dep/$category/$package-$version"
232     # read in the 4th line from the dependency file,
233     # which contains the official download urls
234     alt_urls=`head -n 4 $dependency_file | tail -n 1`
236     # ignore empty url list
237     if [ -n "$alt_urls" ]
238     then
240     # split the urls list into $1..$N
241     set $alt_urls
243     # process each url in turn
244     for i in $@
245     do
247     # remove the (use)? strings from the url list
248     alt_url_tmp=`echo "$i" | sed -e '/\?$/d'`
250     # remove the "mirror://gnome" urls
251     alt_url_tmp=`echo "$alt_url_tmp" | sed -e '/^mirror:\/\/gnome/d'`
253     # remove the "mirror://kde" urls
254     alt_url_tmp=`echo "$alt_url_tmp" | sed -e '/^mirror:\/\/kde/d'`
256     # remove the "mirror://gentoo" urls (already included)
257     alt_url_tmp=`echo "$alt_url_tmp" | sed -e '/^mirror:\/\/gentoo/d'`
259     # translate the "mirror://sourceforge" urls into valid urls
260     alt_url_tmp=`echo "$alt_url_tmp" | sed -e "s/mirror:\/\/sourceforge/$sourceforge_mirror_complete/"`
262     # translate the "mirror://gnu" urls into valid urls
263     alt_url_tmp=`echo "$alt_url_tmp" | sed -e "s/mirror:\/\/gnu/$gnu_url/"`
264     # ignore empty urls
265     if [ -n "$alt_url_tmp" ]
266     then
268     # add the url to the list
269     alt_urls_arr[$num_alt_urls]=$alt_url_tmp
271     # increment the alternate url counter
272     num_alt_urls=$(($num_alt_urls + 1))
274     fi
276     done
278     fi
280     # a progress bar :)
281     echo -n "." &gt;&amp;2
283     done &lt; $temp_file_1
285     # display ending message :)
286     echo " done." &gt;&amp;2
288     # display default urls list
289     for i in ${def_urls_arr[@]}; do echo $i; done | sort
291     # display alternate urls list
292     for i in ${alt_urls_arr[@]}; do echo $i; done | sort
294     # display totals
295     echo "Totals:" $num_ebuilds "ebuilds," $num_files "files," $num_files "default urls," \n
296     $num_alt_urls "alternate urls," "${total_size}Kb." &lt;&amp;2
298     # remove temporary files and exit
299     cleanup 0
300     </pre>
302     <p>Follow all instructions of Gentoo Install Doc up to "chroot /mnt/gentoo" in Step 8. If you only have one CD-ROM remember to use the <c>cdcache</c> option while booting so you can unmount the LiveCD and mount your portage snapshot CD.</p>
304     <p>Run "passwd" and get a new password for root. Open a new virtual console (Alt-F2) and login as root with your new password.</p>
306     <p>On the new console (F2) continue with Install Doc up to running bootstrap.sh script.</p>
308     <p>Go back to the first console (Alt-F1, without chroot) and mount a second CD on <c>/mnt/gentoo/mnt/cdrom2</c>. Copy portage tarball from cdrom2 and unpack it to <c>/mnt/gentoo/usr/portage</c>. Further, grab the dl-list.sh script and place it in <c>/usr/sbin</c> and make it executable.</p>
310     <pre caption="Mount the snapshot cd">
311     # <i>umount /mnt/cdrom</i>
312     # <i>mkdir /mnt/gentoo/mnt/cdrom2</i>
313     # <i>mount /dev/cdroms/cdrom0 /mnt/gentoo/mnt/cdrom2</i>
314     # <i>cp /mnt/gentoo/mnt/cdrom2/portage-$date.tar.bz2 /mnt/gentoo/usr/portage</i>
315     # <i>cp /mnt/gentoo/mnt/cdrom2/dl-list.sh /mnt/gentoo/usr/sbin</i>
316     # <i>cd /mnt/gentoo/usr/portage</i>
317     # <i>tar xvjpf portage-$date.tar.bz2</i>
318     # <i>chmod +x /mnt/gentoo/usr/sbin/dl-list.sh</i>
319     </pre>
321     <p>Switch back to F2 console. Now if you try to run bootstrap.sh it will fail because it won't be able to download any files. We will fetch these files somewhere else and put them in /usr/portage/distfiles (on F2 console). </p>
323     <p>You need a list of Stage1 packages: glibc, baselayout, texinfo, gettext, zlib, binutils, gcc, ncurses plus their dependencies. </p>
325     <note>Note that you need the versions of each package synced with your portage tree.</note>
327     <p>Now us the dl-list.sh script to generate the package list that you need. Then copy the subsequent list to a floppy.</p>
329     <pre caption="Using dl-list.sh">
330     # <i>dl-list.sh glibc baselayout texinfo gettext zlib binutils gcc ncurses > stage1.list</i>
331     # <i>mount -t vfat /dev/fd0 /mnt/floppy</i>
332     # <i>cp /mnt/gentoo/stage1.list /mnt/floppy</i>
333     # <i>umount /mnt/floppy</i>
334     </pre>
336     <p>Take the floppy to the machine that has fast access and feed this list to wget:</p>
338     <pre caption="Use wget to grab your source packages">
339     # <i>wget -N -i stage1.list</i>
340     </pre>
343     <p>Once you have obtained all the files, take them to the computer and copy them to <c>/mnt/gentoo/usr/portage/distfiles</c>. You will then be able to run <c>bootstrap.sh</c>. Repeate this same wget fetch and place procedure for stage2 and 3.</p>
345 drobbins 1.1
347     </body>
348     </section>
349     </chapter>
351     <chapter>
352     <title>Netboot install</title>
353     <section>
354     <title>Requirements</title>
355     <body>
356     <p>The requirements for a netboot install are a host computer than can
357     provide a tftp server and a computer
358     that can netboot itself via either bios or a floppy drive used to boot GRUB
359     or another network bootloader. A dhcp server might also be necessary. Of
360     course, you will also need the latest build ISO, which can be found at
361 swift 1.6 <uri>http://distro.ibiblio.org/pub/linux/distributions/gentoo/releases/</uri></p>
362 gerrynjr 1.9 <note>Due to changes in the LiveCD, this procedure will only work for the 1.2 LiveCD. </note>
363 drobbins 1.1 </body>
364     </section>
366     <section>
367     <title>Overview</title>
368     <body>
370     <p>In order to load images off the network, the first thing a netboot machine
371     must do is obtain an IP address. There are multiple ways of obtaining
372     an IP address, and any
373     one of them will do. Personally, I prefer to use GRUB for everything, but if
374     your computer supports booting from a network already then grub might not
375     be necessary, even if it might be easier to just use GRUB's <c>ifconfig</c> command
376     instead of setting up a bootp or dhcp server.</p>
378     <p>Once your computer has obtained an IP address, the next logical step is to find
379     out what you are going to be booting and where it might be held. Once again,
380     it would be easiest to do this with GRUB commands as opposed to setting up
381     a bootp or dhcp server. You will also need to specify how to obtain an initrd
382     and tell the kernel that it will be using this as it's root filesystem.</p>
384     <p>With your kernel loaded and root filesystem mounted, you may proceed
385     with installation as normal. The build image could be loaded from a cd, or it
386     can be downloaded from the network via tftp.</p>
388     </body>
389     </section>
390     <section>
391     <title>Using GRUB</title>
392     <body>
394     <p>To use GRUB for network booting purposes, you must first have GRUB
395     compiled with support for your network card. It doesn't matter if you install
396     to floppy, or to the hard drive of the computer you wish to install Gentoo
397     on. If your install target already has GRUB with network support installed,
398     then you are one step ahead. GRUB can be downloaded from
399     <uri>ftp://alpha.gnu.org/gnu/grub/</uri></p>
401     <p>A configure example for enabling tulip support, the network card in my
402     box:</p>
404     <pre caption="Manual GRUB installation">
405     # <i>./configure --enable-tulip --prefix=/usr</i>
406     # <i>make &amp;&amp; make install</i>
407     </pre>
409     <p>If you are currently in Gentoo and wish to install GRUB using Gentoo
410     tools, then you need to install step by step in order to configure in support
411     for your network card. An example for using ebuild to install GRUB with
412     tulip support:</p>
414     <pre caption="Installing and configuring GRUB on Gentoo Linux">
415     # <i>ebuild /usr/portage/sys-apps/grub/grub-0.91.ebuild clean fetch unpack</i>
416     # <i>cd /var/tmp/portage/grub-0.91/work/grub-0.91/</i>
417     # <i>./configure --prefix=/usr --sbindir=/sbin --mandir=/usr/share/man \ </i>
418     > <i>--infodir=/usr/share/info --enable-tulip</i>
419     # <i>make</i>
420     # <i>touch /var/tmp/portage/grub-0.91/.compiled</i>
421     # <i>cd /usr/portage/</i>
422     # <i>ebuild sys-apps/grub/grub-0.91.ebuild install merge</i>
423     </pre>
425     <p>Now that we have the GRUB shell itself installed, we need to install to
426     a boot sector. Although you could install GRUB to the boot sector of your
427     install computer's hard drive, here we will assume that you are installing
428     GRUB on a boot floppy. There are two ways of doing this. You can use the GRUB
429     shell itself, or you can use a provided script called <c>grub-install</c>. It is
430     preferable to use <c>grub-install</c> when installing GRUB to a floppy.</p>
432     <pre caption="grub-install example">
433     # <i>mkfs.ext2 /dev/fd0</i>
434     # <i>mount /dev/fd0 /mnt/floppy/</i>
435     # <i>grub-install --root-directory=/mnt/floppy/ '(fd0)'</i>
436     # <i>umount /mnt/floppy/</i>
437     </pre>
439     <p><c>grub-install</c> does not always work... and isn't always the best way to install
440     GRUB. And since the GRUB shell works exactly like GRUB would when booted
441     via the boot sector, it might be more desirable just to use the GRUB shell. Here
442     is an example of how to use the GRUB shell to install GRUB to a floppy:</p>
444     <pre caption="Using the GRUB shell instead">
445     # <i>mkfs.ext2 /dev/fd0</i>
446     # <i>mount /dev/fd0 /mnt/floppy/</i>
447     # <i>mkdir -p /mnt/floppy/boot/grub/</i>
448     # <i>cp -v /usr/share/grub/i386-pc/* /mnt/floppy/boot/grub/</i>
449     # <i>grub</i>
450     grub> <i>root (fd0)</i>
451     grub> <i>setup (fd0)</i>
452     grub> <i>quit</i>
453     # <i>umount /mnt/floppy/</i>
454     </pre>
456     <p>Now that we have a bootable GRUB floppy, we need to set up the host tftp server
457     (I suggest netkit's tftp server)
458     for loading our kernel and initrd. If you use inetd then you will need
459     a line in your <path>/etc/inetd.conf</path> that looks
460     like this:</p>
462     <pre caption="/etc/inetd.conf">
463     tftp dgram udp wait nobody /usr/sbin/tcpd in.tftpd
464     </pre>
466     <p>To install the netkit tftp server under gentoo linux, emerge net-misc/netkit-tftp</p>
468     <note>There is an ebuild for xinetd... if you prefer to use this than feel free to do
469     so. However I do not use xinetd, and do not know how to set up tftp with it. If you
470     use it and such, please send me info on how to get xinetd working and I will include
471     them in this howto.</note>
473     <p>Now that we have our tftp server ready, we need a kernel and a root initrd to
474     put in it. You can compile a custom kernel yourself, but make sure it has all the
475     things necessary for running gentoo (like devfs) and for netbooting (like initrd
476     support). The root initrd will be the rescue.gz included in the gentoo ISO.</p>
478     <impo>Mounting an ISO file without burning it to cd requires loopback filesystem
479     support.</impo>
481     <pre>
482     # <i>mkdir /tftpboot</i>
483     # <i>mount -o loop /path/to/gentoo-ix86-1.1a.iso /mnt/cdrom/</i>
484     # <i>cp /mnt/cdrom/isolinux/kernel /mnt/cdrom/isolinux/rescue.gz /tftpboot</i>
485     # <i>chmod 644 /tftpboot/*</i>
486     # <i>umount /mnt/cdrom/</i>
487     </pre>
489     <p>Boot the machine you want to install to with your incredibly usefull grub floppy.
490     Once booted you need to specify a way for the machine to get
491     its IP address, specify where
492     to get a kernel and it's options, and where to get it's initrd.</p>
494     <pre>
495 gerrynjr 1.9 grub> <i>ifconfig --address=<c>ip.add.re.ss</c> --server=<c>ip.add.re.ss</c></i>
496 drobbins 1.1 grub> <i>root (nd)</i>
497     grub> <i>kernel /tftpboot/kernel devfs=nomount vga=normal load_ramdisk=1 </i>
498     <i>prompt_ramdisk=0 ramdisk_size=24000 root=/dev/ram0 rw</i> <comment>(all on one line)</comment>
499     grub> <i>initrd /tftpboot/rescue.gz</i>
500     grub> <i>boot</i>
501     </pre>
503     <note>You can also use bootp and dhcp to configure your ip via grub. Use the bootp
504     and dhcp commands.</note>
506     <p>Now that you have your machine booted, you can install as normal. Refer to the
507     from source cd install howto.</p>
509     </body>
510     </section>
511     </chapter>
513 gerrynjr 1.9 <chapter><title>Diskless install using PXE boot</title>
515     <section><title>Requirements</title>
516     <body>
517     <p>You will need a network card on the diskless client that uses the PXE protocol to boot, like many 3com cards. You will also need a BIOS that supports booting from PXE.</p>
518     </body></section>
520     <section><title>Server base setup</title>
521     <body>
522     <p>Create directories: The first thing to do is to create the directories where your diskless system will be stored. Create a directory called <c>/diskless</c> which houses a directory for each diskless client. For the rest of this howto we'll be working on the client 'eta'.</p>
524     <pre caption="directory setup">
525     # <i>mkdir /diskless</i>
526     # <i>mkdir /diskless/eta</i>
527     # <i>mkdir /diskless/eta/boot</i>
528     </pre>
530     <p>DHCP and TFTP setup: The client will get boot informations using DHCP and download all the required files using TFTP. Just emerge DHCP and configure it for your basic needs. Then, add the following on <c>/etc/dhcp/dhcpd.conf</c>.</p>
532     <note>This provide a static IP adress for the client and the path of a PXE boot image, here pxegrub. You have to replace the MAC address of the Ethernet card of the client and the directory where you will put the client files with the one you use.</note>
534     <pre caption="dhcp.conf">
535     option option-150 code 150 = text ;
536     host eta {
537     hardware ethernet 00:00:00:00:00:00;
538     fixed-address <c>ip.add.re.ss</c>;
539     option option-150 "/eta/boot/grub.lst";
540     filename "/eta/boot/pxegrub";
541     }
542     </pre>
544     <p>For TFTP, emerge <c>app-admin/tftp-hpa</c>. In <c>/etc/conf.d/in.tftpd</c>, put the following :</p>
546     <pre caption="in.tftpd">
547     INTFTPD_PATH="/diskless"
548     INTFTPD_USER="nobody"
549     INTFTPD_OPTS="-u ${INTFTPD_USER} -l -vvvvvv -p -c -s ${INTFTPD_PATH}"
550     </pre>
552     <p>Setup GRUB: To provide PXE booting I use GRUB. You have to compile it by yourself to enable the PXE image compilation ... but that's quite easy. First, get the latest version of the GRUB source code (<c>emerge -f grub</c> will place the tarball in <c>/usr/portage/distfiles</c>). Copy the tarball to <c>/diskless</c> and then build it to make the pxe capable binary. Once the binary is built, copy it to the diskless client's boot directory. Then edit it's grub.lst config file.</p>
554     <pre caption="grub setup">
555     # <i>tar zxvf grub-0.92.tar.gz</i>
556     # <i>cd grub-0.92</i>
557     # <i>./configure --help</i>
558     <codenote>In the options you will see a list of supported network interface drivers. </codenote>
559     <codenote>Select the driver compatible with your card. Herein referenced a $nic</codenote>
560     # <i>./configure --enable-diskless --enable-$nic</i>
561     # <i>make</i>
562     # <i>cd stage2</i>
563     # <i>cp pxegrub /diskless/eta/boot/pxegrub</i>
564     # <i>nano -w /diskless/eta/boot/grub.lst</i>
565     </pre>
567     <pre caption="grub.lst">
568     default 0
569     timeout 30
571     title=Diskless Gentoo
572     root (nd)
573     kernel /eta/bzImage ip=dhcp root=/dev/nfs nfsroot=<c>ip.add.re.ss</c>:/diskless/eta
574 drobbins 1.1
575 gerrynjr 1.9 <codenote>For the nfsroot option, the IP address is the one of the server and </codenote>
576     <codenote>the directory is the one where your diskless client files are located (on the server).</codenote>
577     </pre>
579     <p>Setup NFS: NFS is quite easy to configure. The only thing you have to do is to add a line on the <c>/etc/exports</c> config file :</p>
581     <pre caption="/etc/exports">
582     # <i>nano -w /etc/exports</i>
583     NFS file systems being exported. See exports(5).
584     /diskless/eta eta(rw,sync,no_root_squash)
585     </pre>
587     <p>Update your hosts: One important thing to do now is to modify your <c>/etc/hosts</c> file to fit your needs. </p>
589     <pre caption="/etc/hosts">
590 localhost
592 eta.example.com eta
593 sigma.example.com sigma
594     </pre>
595     </body>
596     </section>
598     <section><title>Creating the system on the server</title>
600     <body>
602     <p>Reboot the server on a Gentoo LiveCD. Follow the standard install procedure as explained in the Gentoo Install Howto BUT with the following differences. When you mount the file system, do the following (where hdaX is the partition where you created the /diskless directory). You do not need to mount any other partitions as all of the files will reside in the <c>/diskless/eta</c> directory.</p>
604     <pre caption="mounting the filesystem">
605     #<i> mount /dev/hda3 /mnt/gentoo</i>
606     </pre>
608     <p>Stage tarballs and chroot: This example uses a stage3 tarball. Mount <c>/proc</c> to your diskless directory and chroot into it to continue with the install. Then follow the installation manual until kernel configuration.</p>
610     <warn>Be very careful where you extract your stage tarball. You don't want to end up extracting over your existing installation.</warn>
612     <pre caption="extracting the stage tarball">
613     # <i>cd /mnt/gentoo/diskless/eta/</i>
614     # <i>tar -xvjpf /mnt/cdrom/gentoo/stage3-*.tar.bz2</i>
615     # <i>mount -t proc /proc /mnt/gentoo/diskless/eta/proc</i>
616     # <i>cp /etc/resolv.conf /mnt/gentoo/diskless/eta/etc/resolv.conf</i>
617     # <i>chroot /mnt/gentoo/diskless/eta/ /bin/bash</i>
618     # <i>env-update</i>
619     # <i>source /etc/profile</i>
620     </pre>
622     <p>Kernel configuration: When you do the <c>make menuconfig</c> of your kernel configuration, don't forget to enable the following options with the others recommended into the install howto.</p>
624     <pre caption="menuconfig options">
625     - Your network card device support
627     - Under "Networking options" :
629     [*] TCP/IP networking
630     [*] IP: kernel level autoconfiguration
631     [*] IP: DHCP support
632     [*] IP: BOOTP support
635     - Under "File systems --> Network File Systems" :
637     &lt;*&gt; NFS file system support
638     [*] Provide NFSv3 client support
639     [*] Root file system on NFS
640     </pre>
642     <p>Next configure your diskless client's <c>/etc/fstab</c>.</p>
644     <pre caption="/etc/fstab">
645     # <i>nano -w /etc/fstab</i>
646     /dev/cdroms/cdrom0 /mnt/cdrom iso9660 noauto,ro 0 0
647     proc /proc proc defaults 0 0
648     tmpfs /dev/shm tmpfs defaults 0 0
649     </pre>
651     <p>Bootloader. Dont install another bootloader because we already have one - pxegrub. Simply finish the install and restart the server. Start the services you'll need to boot the new client: DHCP, TFTPD, and NFS.</p>
653     <pre caption="Starting services">
654     # <i>/etc/init.d/dhcp start</i>
655     # <i>/etc/init.d/tftpd start</i>
656     # <i>/etc/init.d/nfs start</i>
657     </pre>
659     </body></section>
661     <section><title>Booting the new client</title>
662     <body>
663     <p>For the new client to boot properly, you'll need to configure the bios and the network card to use PXE as the first boot method - before CD-ROM or floppy. For help with this consult your hardware manuals or maufacturers website. The network card should get an IP address using DHCP and download the GRUB PXE image using TFTP. Then, you should see a nice black and white GRUB bootmenu where you will select the kernel to boot and press Enter. If everything is ok the kernel should boot, mount the root filesystem using NFS and provide you with a login prompt. Enjoy.</p>
664     </body></section>
666     </chapter>
667 drobbins 1.1
670     <chapter> <title>Installing Gentoo from an existing Linux distribution </title>
671     <section> <title> Requirements </title>
672     <body>
673     <p>In order to install Gentoo from your existing Linux distribution you need to
674     have chroot command installed, and have a copy of the Gentoo installation
675     tarball or ISO you want to install. A network connection would be preferable if
676     you want more than what's supplied in your tarball. (by the way, a tarball is
677     just a file ending in .tbz or .tar.gz). The author used RedHat Linux 7.3 as the
678     "host" operating system, but it is not very important. Let's get started! </p>
679     </body>
680     </section>
682     <section> <title> Overview </title>
683     <body>
684     <p>We will first allocate a partition to Gentoo by resizing our existing Linux partition, mount the partition, untar the tarball that is mounted, chroot inside the proto-system and start building. Once the bootstrap process is done, we will do some final configuration on the system so as to make sure it boots, then we are ready to reboot and use Gentoo. </p>
685     </body>
686     </section>
688     <section> <title> How should we make space for gentoo? </title>
689     <body>
691     <p>
692     The root partition is the filesystem mounted under "/". A quick run of mount on my system shows what I am talking about. We well also use df (disk free) to see how much space I have left and how I will be resizing. Note that it is not mandatory to resize your root partition! You could be resizing anything else supported by our resizer, but let's talk about that later.</p>
695     <pre caption="Filesystem information">
696     # <i>mount</i>
697     /dev/hdb2 on / type ext3 (rw)
698     none on /proc type proc (rw)
699     none on /dev/pts type devpts (rw,gid=5,mode=620)
700     none on /dev/shm type tmpfs (rw)
701     # <i>df -h </i>
702     Filesystem Size Used Avail Use% Mounted on
703     /dev/hdb2 4.0G 1.9G 2.4G 82% /
704     none 38M 0 38M 0% /dev/shm
705     </pre>
707     <p>As we can see, the partition mounted as "/" named /dev/hdb2 has 2.4 gigabytes free. In my case, I think I will resize it as to leave 400Megs free of space, therefore allocating 2 gigabytes for Gentoo. Not bad, I could have quite some stuff installed. However, think that even one gigabyte is enough for most users. So let's partition this thing! </p>
709     </body> </section>
711     <section> <title> Building parted to resize partition </title>
712     <body>
713     <p>Parted is an utility supplied by the GNU foundation, an old and respectable huge project whose software you are using in this very moment. There is one tool, however, that is extremely useful for us at the moment. It's called parted, partition editor and we can get it from <uri>
714 klieber 1.5 http://www.gnu.org/software/parted/</uri>
715 drobbins 1.1 </p>
716     <note> There are other tools for doing resize of partitions as well, but author
717     is unsure/uninterested whether PartitionMagic(tm) or other software of the kind
718     do the job. It's the reader's job to check them out </note>
720     <p>
721     Look up on that page the type of filesystem you want to resize and see if parted
722     can do it. If not, you're out of luck, you will have to destroy some partition
723     to make space for gentoo, and reinstall back. Go ahead by downloading the
724     software, install it. Here we have a problem. We want to resize our Linux root
725     partition, therefore we must boot from a floppy disk a minimal linux system and
726     use previously-compiled parted copied to a diskette in order to resize "/".
727     However, if you can unmount the partition while still in Linux you are lucky,
728     you don't need to do what follows. Just compile parted and run it on an
729     unmounted partition you chose to resize. Here's how I did it for my system.
730     </p>
732     <impo> Make sure that the operations you want to do on your partition are
733     supported by parted! </impo>
735     <p> Get tomsrtbt boot/root disk (free of charge) from <uri>
736     http://freshmeat.net/tomsrtbt" </uri>, create a floppy as suggested in the
737     Documentation that accompanies the software package and insert a new floppy in
738     the drive for the next step. </p>
740     <note> Note again that Linux is synonym of "There's one more way to do it". Your
741     objective is to run parted on an unmounted partition so it can do its work. You
742     might use some other boot/root diskset other than tomsrtbt. You might not even
743     need to do this step at all, that is only umount the filesystem you want to
744     repartition in your Linux session and run parted on it. </note>
746     <pre caption="Utility disk creation">
747     # <i>mkfs.minix /dev/fd0</i>
748     480 inodes
749     1440 blocks
750     Firstdatazone=19 (19)
751     Zonesize=1024
752     Maxsize=268966912
753     </pre>
755     We will now proceed with the build of parted. If it's not already downloaded and untarred, do so now and cd into the corresponding directory. Now run the following set of commands to build the utility and copy it to your floppy disk.
757     <pre caption="Building the utility floppy">
758     # <i> mkdir /floppy; mount -t minix /dev/fd0 /floppy &amp;&amp;
759     export CFLAGS="-O3 -pipe -fomit-frame-pointer -static" &amp;&amp; ./configure
760     &amp;&amp; make &amp;&amp; cp parted/parted /floppy &amp;&amp; umount /floppy </i>
761     </pre>
763     <p>
764     Congratulations, you are ready to reboot and resize your partition. Do this only
765     after taking a quick look at the parted documentation on the GNU website. The
766     resize should take under 30 minutes for the largest hard-drives, be patient.
767     Reboot your system with the tomsrtbt boot disk (just pop it inside), and once
768     you are logged in, switch the disk in the drive with your utility disk we have
769     created above and type mount /dev/fd0 /floppy to have parted under /floppy.
770     There you go. Run parted and you will be able to resize your partition. Once
771     this lenghty process done, we are ready to have the real fun, by installing
772 swift 1.8 gentoo. Reboot back into your old Linux system for now. Drive you wish to
773     operate on is the drive containing the partition we want to resize. For
774     example, if we want to resize /dev/hda3, the drive is /dev/hda
775     </p>
776 drobbins 1.1
777     <pre caption="Commands to run once logged into tomsrtbt system">
778     # <i>mount /dev/fd0 /floppy </i>
779     # <i>cd /floppy; ./parted [drive you wish to operate on]</i>
780     (parted) <i> print </i>
781     Disk geometry for /dev/hdb: 0.000-9787.148 megabytes
782     Disk label type: msdos
783     Minor Start End Type Filesystem Flags
784     1 0.031 2953.125 primary ntfs
785     3 2953.125 3133.265 primary linux-swap
786     2 3133.266 5633.085 primary ext3
787     4 5633.086 9787.148 extended
788     5 5633.117 6633.210 logical
789     6 6633.242 9787.148 logical ext3
790     (parted) <i> help resize </i>
791     resize MINOR START END resize filesystem on partition MINOR
793     MINOR is the partition number used by Linux. On msdos disk labels, the
794     primary partitions number from 1-4, and logical partitions are 5
795     onwards.
796     START and END are in megabytes
797     (parted) <i> resize 2 3133.266 4000.000 </i>
798     </pre>
800     <impo> Be patient! The computer is working! Just look at the hardware LED on
801     your case to see that it is really working. This should take between 2 and 30
802     minutes. </impo>
804     <p>Once you have resized, boot back into your old linux as described. Then go to
805 swift 1.7 <uri link="/doc/en/gentoo-x86-install.xml">http://www.gentoo.org/doc/en/gentoo-x86-install.xml</uri> and follow steps 6 through 17. Don't forget to create the <path>/mnt/gentoo</path> directory before proceeding with step 7. In step 8 you have to download the requested stage-tarball as we're not working from a LiveCD.
806 drobbins 1.1
808     Enjoy!
809     </p>
810     </body>
811     </section>
812     </chapter>
813     </guide>

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