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1 zhen 1.16 <?xml version="1.0" encoding="UTF-8"?>
2 drobbins 1.1 <!DOCTYPE guide SYSTEM "/dtd/guide.dtd">
3 zhen 1.3 <guide link="/doc/en/gentoo-x86-install.xml">
4 drobbins 1.21 <title>Gentoo Linux 1.4_rc2 Installation Instructions</title>
5 zhen 1.16 <author title="Chief Architect">
6     <mail link="drobbins@gentoo.org">Daniel Robbins</mail>
7     </author>
8     <author title="Author">Chris Houser</author>
9     <author title="Author">
10     <mail link="jerry@gentoo.org">Jerry Alexandratos</mail>
11     </author>
12     <author title="Ghost">
13     <mail link="g2boojum@gentoo.org">Grant Goodyear</mail>
14     </author>
15     <author title="Editor">
16     <mail link="zhen@gentoo.org">John P. Davis</mail>
17     </author>
18     <author title="Editor">
19     <mail link="Pierre-Henri.Jondot@wanadoo.fr">Pierre-Henri Jondot</mail>
20     </author>
21     <author title="Editor">
22     <mail link="stocke2@gentoo.org">Eric Stockbridge</mail>
23     </author>
24     <author title="Editor">
25     <mail link="rajiv@gentoo.org">Rajiv Manglani</mail>
26     </author>
27     <abstract>These instructions step you through the process of installing Gentoo
28 drobbins 1.21 Linux 1.4_rc2. The Gentoo Linux installation process supports various installation
29 zhen 1.6 approaches, depending upon how much of the system you want to custom-build from
30     scratch.
31     </abstract>
32 drobbins 1.25 <version>2.3.1</version>
33     <date>1 January 2003</date>
34 zhen 1.16 <chapter>
35     <title>About the Install</title>
36     <section>
37     <body>
38 zhen 1.26 <p>This new boot CD will boot from nearly any modern IDE CD-ROM drive, as well
39 drobbins 1.21 as many SCSI CD-ROM, assuming that your CD-ROM and BIOS both support booting.
40     Included on the CD-ROM is Linux support for IDE (and PCI IDE) (built-in to the
41     kernel) as well as support for all SCSI devices (available as modules.) In
42     addition, we provide modules for literally every kind of network card that
43     Linux supports, as well as tools to allow you to configure your network and
44     establish outbound (as well as inbound) <c>ssh</c> connections and download
45     files. </p>
46 zhen 1.26 <p>To install from the build CD, you will need to have a 486+ processor and
47 drobbins 1.21 ideally at least 64 Megabytes of RAM. (Gentoo linux has been successfully
48     built with 64MB of RAM + 64MB of swap space, but the build process is awfully
49     slow under those conditions.)</p>
50 zhen 1.26 <p>Gentoo Linux can be installed using one of three &quot;stage&quot; tarball files. The
51 drobbins 1.21 one you choose depends on how much of the system you want to compile yourself.
52     The stage1 tarball is used when one wants to bootstrap and build the entire
53     system from scratch. The stage2 tarball is used for building the entire system
54     from scratch, except for the bootstrap part which is already performed for you.
55     And the stage3 tarball already contains a basic Gentoo Linux system that has
56     been optimized for your system.</p>
57 zhen 1.26 <p> So, how does one beging the install process? First, you'll want to decide
58 drobbins 1.21 which one of our LiveCD ISO images to grab from
59 drobbins 1.23 <uri>http://www.ibiblio.org/gentoo/releases/1.4_rc2/x86/</uri>.
60 drobbins 1.22 In this directory, you'll see several subdirectories such as <c>athlon</c>
61 drobbins 1.24 for each of our various architecture-specific builds. Here's a low-down on
62     each arch directory and what it contains:</p>
63 zhen 1.26 <table>
64     <tr>
65     <th>Architecture</th>
66     <th>Description</th>
67     </tr>
68     <tr>
69     <ti>x86</ti>
70     <ti>Stage 1 tarballs and &quot;gentoo-basic&quot; liveCD -- will work on anything.</ti>
71     </tr>
72     <tr>
73     <ti>i586</ti>
74     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for i586+ CPUs</ti>
75     </tr>
76     <tr>
77     <ti>i686</ti>
78     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for i686+ CPUs</ti>
79     </tr>
80     <tr>
81     <ti>athlon</ti>
82     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for AMD Athlon CPUs</ti>
83     </tr>
84     <tr>
85     <ti>athlon-xp</ti>
86     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for AMD Athlon XP CPUs</ti>
87     </tr>
88     <tr>
89     <ti>athlon-mp</ti>
90     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for AMD Athlon MP CPUs</ti>
91     </tr>
92     <tr>
93     <ti>pentium3</ti>
94     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for Intel Pentium III and Pentium 4 CPUs</ti>
95     </tr>
96     </table>
97     <p>Inside each of these directories,
98 drobbins 1.22 you'll find a <path>livecd/</path> directory that contains LiveCDs. While these LiveCDs
99     will boot on any architecture, the install-related tarballs are optimized for a particular
100 zhen 1.26 CPU type and will not work on all systems, except for the &quot;gentoo-basic&quot; LiveCD in the <path>x86</path>
101 drobbins 1.24 directory which can be used to install on anything.
102 drobbins 1.22 </p>
103 zhen 1.26 <p> The LiveCDs are full CD images that should be burned to a CDR or CD-RW
104 drobbins 1.24 using CD burning software. Currently, we have two types of LiveCDs. The first
105 zhen 1.26 carries the &quot;gentoo-basic&quot; label, and is approximately 40MB in size and lives
106 drobbins 1.24 in the <path>x86/livecd/</path> directory. This LiveCD is of minimal size to
107     allow for a initial quick download and contains a stage1 tarball that can be
108     found in <path>/mnt/cdrom/gentoo/</path> after the CD has booted.</p>
109 zhen 1.26 <p>The second flavor of LiveCD we currently offer is labelled &quot;livecd-grp.&quot;
110 drobbins 1.24 These CDs (found in their respective <path>arch/livecd</path> directories)
111     contain stage1, 2 and 3 tarballs, and also contain a set of GRP packages
112     optimized for a specific architecture. Using these LiveCDs, it will be possible
113     for you to install a fully-functional Gentoo Linux system very quickly. The
114     downside is that these ISO images are large -- around 600MB -- so they can take
115     a while to download.</p>
116 zhen 1.26 <info>If for some reason your install gets interrupted at some point, you can
117 drobbins 1.24 reboot and restart. For example, if you have partitioned, installed the stageX
118     tarball, and are ready to chroot, you can restart the install if necessary.
119     Just re-boot with the LiveCD, then mount your drives/partitions to
120     <path>/mnt</path> as normal. Basically, you can do this at about any point
121     during the install, just not before partitioning for obvious reasons. </info>
122 zhen 1.26 <warn>If you encounter a problem with any part of the install and wish to
123 drobbins 1.21 report it as a bug, report it to <uri>http://bugs.gentoo.org</uri>. If the bug
124     needs to be moved upstream to the package maintainers (ie KDE) the
125     <e>developers</e> will take care of that. </warn>
126 zhen 1.26 <p>Now, let's quickly review the install process. First, we'll download, burn
127 drobbins 1.21 and boot a LiveCD. After getting a root prompt, we'll create partitions, create
128     our filesystems, and extract either a stage1, stage2 or stage3 tarball. If we
129     are using a stage1 or stage2 tarball, we will take the appropriate steps to get
130     our systems to stage3. Once our systems are at stage3, we can configure them
131     (tweaking config files, installing a bootloader, etc) and boot them and have a
132     fully-functional Gentoo Linux system. Depending on what stage of the build
133     process you're starting from, here's what's required for installation: </p>
134 zhen 1.26 <table>
135 zhen 1.16 <tr>
136     <th>stage tarball</th>
137     <th>requirements for installation</th>
138     </tr>
139     <tr>
140     <ti>1</ti>
141     <ti>partition/filesystem setup, emerge sync, bootstrap, emerge system, emerge linux sources, final configuration</ti>
142     </tr>
143     <tr>
144     <ti>2</ti>
145     <ti>partition/filesystem setup, emerge sync, emerge system, emerge linux sources, final configuration</ti>
146     </tr>
147     <tr>
148     <ti>3</ti>
149     <ti>partition/filesystem setup, emerge sync, final configuration</ti>
150     </tr>
151     </table>
152     </body>
153     </section>
154     </chapter>
155     <chapter>
156     <title>Booting</title>
157     <section>
158     <body>
159 drobbins 1.21 <p>Start by booting the LiveCD. If detected properly, you should see a fancy boot screen
160     with the Gentoo Linux logo on it. At this screen, you can hit Enter to begin the boot process,
161     hit F2 for help, or pass kernel boot options by typing <c>gentoo opt1 opt2</c>, etc.
162     Once you hit Enter, you'll be
163 zhen 1.6 greeted with a lot of text output
164     followed by the normal Gentoo Linux boot sequence.
165 drobbins 1.21 You will be automatically logged in as &quot;root&quot; and the root password will be
166     set to a random string for security purposes.
167 zhen 1.16 You should have a root (&quot;<c>#</c>&quot;) prompt on the current
168 drobbins 1.21 console, and can also open new root consoles by pressing Alt-F2, Alt-F3 and Alt-F4.
169     Get back to the one you started on by pressing (you guessed it) Alt-F1.
170 zhen 1.6 </p>
171 zhen 1.26 <p>You've probably also noticed that above your <c>#</c> prompt is a bunch of help text
172 drobbins 1.21 explaining how to do things like configure your network devices and where you can find
173     the Gentoo Linux stage tarballs and packages on your CD.
174 zhen 1.6 </p>
175 zhen 1.16 </body>
176     </section>
177     </chapter>
178     <chapter>
179     <title>Load Kernel Modules</title>
180     <section>
181     <body>
182     <p>If the PCI autodetection missed some of your hardware, you
183 zhen 1.6 will have to load the appropriate modules manually.
184     To view a list of all available network card modules, type <c>ls
185     /lib/modules/*/kernel/drivers/net/*</c>. To load a particular module,
186     type:
187     </p>
188 zhen 1.16 <pre caption="PCI Modules Configuration">
189 drobbins 1.1 # <c>modprobe pcnet32</c>
190 zhen 1.6 <comment>(replace pcnet32 with your NIC module)</comment>
191     </pre>
192 zhen 1.16 <p>Now, if you want to be able to access any SCSI hardware that wasn't detected
193 drobbins 1.21 during the initial boot autodetection process, you'll need to load the appropriate
194 zhen 1.6 modules from /lib/modules, again using <c>modprobe</c>:
195     </p>
196 zhen 1.16 <pre caption="Loading SCSI Modules">
197 drobbins 1.1 # <c>modprobe aic7xxx</c>
198     # <c>modprobe sd_mod</c>
199 zhen 1.6 </pre>
200 zhen 1.16 <p><c>aic7xxx</c> supports your SCSI controller and <c>sd_mod</c> supports SCSI hard disks.
201 zhen 1.6 <note>
202 drobbins 1.21 Support for a SCSI CD-ROMs and disks are built-in in the kernel.
203 zhen 1.16 </note></p>
204 drobbins 1.21 <p>If you are using hardware RAID, you'll need to load the
205 zhen 1.6 ATA-RAID modules for your RAID controller.
206     </p>
207 zhen 1.16 <pre caption="Loading RAID Modules">
208 drobbins 1.1 # <c>insmod ataraid</c>
209     # <c>insmod pdcraid</c>
210     <comment>(Promise Raid Controller)</comment>
211     # <c>insmod hptraid</c>
212     <comment>(Highpoint Raid Controller)</comment>
213 zhen 1.6 </pre>
214 zhen 1.16 <p>The Gentoo LiveCD should have enabled DMA on your disks, but if it did not,
215 zhen 1.6 <c>hdparm</c> can be used to set DMA on your drives. </p>
216 zhen 1.26 <pre caption="Setting DMA"><comment>Replace hdX with your disk device.</comment>
217 drobbins 1.21 # hdparm -d 1 /dev/hdX <comment>Enables DMA </comment>
218     # hdparm -d1 -A1 -m16 -u1 -a64 <comment>Enables DMA and other safe performance-enhancing options</comment>
219 zhen 1.26 # hdparm -X66 /dev/hdX <comment>Force-enables Ultra-DMA -- dangerous -- may cause some drives to mess up</comment></pre>
220 zhen 1.16 </body>
221     </section>
222     </chapter>
223     <chapter>
224     <title>Loading PCMCIA Kernel Modules</title>
225     <section>
226     <body>
227     <p>If you have a PCMCIA network card, you will need to do some additional
228 zhen 1.6 trickery.
229     </p>
230 zhen 1.16 <warn>To avoid problems with <c>cardmgr</c>, you <e>must</e> run it <e>before</e> you enter the chroot
231 zhen 1.6 portion of the install. </warn>
232 zhen 1.16 <pre caption="Loading PCMCIA Modules">
233 drobbins 1.1 # <i>insmod pcmcia_core</i>
234     # <i>insmod i82365</i>
235     # <i>insmod ds</i>
236     # <i>cardmgr -f</i>
237 zhen 1.6 </pre>
238 drobbins 1.21 <p>As <c>cardmgr</c> detects which hardware is present, your speaker should emit a
239 zhen 1.6 few reassuring beeps, and your PCMCIA network card should hum to life. You can
240 drobbins 1.21 of course insert the PCMCIA card after loading <c>cardmgr</c> too, if that's
241 zhen 1.6 preferable. (Technically, you need not run
242 drobbins 1.21 <c>cardmgr</c> if you know exactly which module your PCMCIA card requires.
243 zhen 1.6 But if you don't, loading all PCMCIA modules and see which sticks won't work,
244     as all PCMCIA modules load obligingly and hang around for a PCMCIA card to
245 drobbins 1.21 drop by. <c>cardmgr</c> will also unload the module(s) for any card when you
246 zhen 1.6 remove it). </p>
247 zhen 1.16 </body>
248     </section>
249     </chapter>
250     <chapter>
251     <title>Configuring Networking</title>
252     <section>
253     <title> PPPoE configuration</title>
254     <body>
255     <p>Assuming you need PPPoE to connect to the internet, the livecd (any version) has
256 drobbins 1.21 made things easy for you by including <c>rp-pppoe</c>. Use the provided <c>adsl-setup</c>
257 zhen 1.6 script to configure your connection. You will be prompted for the ethernet
258     device that is connected to your adsl modem, your username and password,
259     the IPs of your DNS servers, and if you need a basic firewall or not. </p>
260 zhen 1.16 <pre caption="Configuring PPPoE">
261 zhen 1.6 # <c> adsl-setup </c>
262     # <c> adsl-start </c>
263     </pre>
264 zhen 1.16 <p>If something goes wrong, double-check that you correctly typed
265 zhen 1.6 your username and password by looking at <path>/etc/ppp/pap-secrets</path> or
266     <path>/etc/ppp/chap-secrets</path>, and make sure you are using the right ethernet device. </p>
267 zhen 1.16 </body>
268     </section>
269     <section>
270     <title> Automatic Network Configuration </title>
271     <body>
272     <p>The Gentoo Linux install lets you configure a working network, allowing you to use
273 drobbins 1.21 <c>ssh</c>, <c>scp</c>, <c>lynx</c>, <c>irssi</c> or <c>wget</c> as needed before even beginning the installation process.
274 zhen 1.6 Even if you don't need to do these things now, you should go ahead and set up networking now.
275     Once networking is up, Portage will be able to use your configured network once you are inside
276     the chroot environment (required for installing Gentoo Linux).
277     The simplest way to set up networking is to run our new <c>net-setup</c>
278     script. </p>
279 zhen 1.16 <pre caption="Net-Setup Script">
280 drobbins 1.1 # <c>net-setup eth0</c>
281 zhen 1.6 </pre>
282 zhen 1.16 <p>Of course, if you prefer, you may still set up networking manually. </p>
283     </body>
284     </section>
285     <section>
286     <title>Manual DHCP Configuration</title>
287     <body>
288     <p>Network configuration is simple with DHCP; If your ISP is not using
289     DHCP, skip down to the static configuration section below. </p>
290     <pre caption="Network configuration with DHCP">
291 drobbins 1.1 # <c>dhcpcd eth0</c>
292 zhen 1.6 </pre>
293 zhen 1.16 <note>Some ISPs require you to provide a hostname. To do that,
294 zhen 1.6 add a <c>-h myhostname</c> flag to the dhcpcd command line above.
295     </note>
296 zhen 1.16 <p>If you receive <i>dhcpConfig</i> warnings, don't panic; the errors
297 zhen 1.6 are most likely cosmetic. Skip down to Network testing below.</p>
298 zhen 1.16 </body>
299     </section>
300     <section>
301     <title>Manual Static Configuration</title>
302     <body>
303     <p>We need to setup just enough networking so that we can download
304 zhen 1.6 sources for the system build, as well as the required localhost interface.
305     Type in the following commands, replacing
306     $IFACE with your network interface (typically <c>eth0</c>), $IPNUM
307     with your IP address, $BCAST with your broadcast address, and $NMASK
308     with your network mask. For the <c>route</c> command, replace
309     $GTWAY with your default gateway.
310     </p>
311 zhen 1.16 <pre caption="Static IP Network Configuration">
312 drobbins 1.1 # <c>ifconfig $IFACE $IPNUM broadcast $BCAST netmask $NMASK</c>
313     # <c>/sbin/route add -net default gw $GTWAY netmask 0.0.0.0 metric 1</c>
314 zhen 1.6 </pre>
315 zhen 1.16 <p>Now it's time to create the <path>/etc/resolv.conf</path>
316 zhen 1.6 file so that name resolution (finding Web/FTP sites by name, rather than just by IP address) will work.</p>
317 zhen 1.16 <p>Here's a template to follow for creating your /etc/resolv.conf file: </p>
318     <pre caption="/etc/resolv.conf template">
319 drobbins 1.1 domain mydomain.com
320     nameserver 10.0.0.1
321     nameserver 10.0.0.2
322 zhen 1.6 </pre>
323 zhen 1.16 <p>Replace <c>10.0.0.1</c> and <c>10.0.0.2</c> with the IP addresses of your
324 zhen 1.6 primary and secondary DNS servers respectively.</p>
325 zhen 1.16 </body>
326     </section>
327     <section>
328     <title>Proxy Configuration</title>
329     <body>
330     <p>If you are behind a proxy, it is necessary to configure your proxy before
331 zhen 1.6 you continue. We will export some variables to set up the proxy accordingly.
332     </p>
333 zhen 1.16 <pre caption="Setting a Proxy">
334     # <c>export http_proxy=&quot;machine.company.com:1234&quot; </c>
335     # <c>export ftp_proxy=&quot;$http_proxy&quot; </c>
336     # <c>export RSYNC_PROXY=&quot;$http_proxy&quot; </c>
337 zhen 1.6 </pre>
338 zhen 1.16 </body>
339     </section>
340     <section>
341     <title>Network Testing</title>
342     <body>
343     <p>Now that your network has been configured, the <c>/sbin/ifconfig -a</c> command should show
344 zhen 1.6 that your network card is working (look for <e>UP</e> and <e>RUNNING</e> in the output). </p>
345 zhen 1.16 <pre caption="/sbin/ifconfig for a working network card">
346 drobbins 1.1 eth0 Link encap:Ethernet HWaddr 00:50:BA:8F:61:7A
347     inet addr:192.168.0.2 Bcast:192.168.0.255 Mask:255.255.255.0
348     inet6 addr: fe80::50:ba8f:617a/10 Scope:Link
349     UP BROADCAST RUNNING MULTICAST MTU:1500 Metric:1
350     RX packets:1498792 errors:0 dropped:0 overruns:0 frame:0
351     TX packets:1284980 errors:0 dropped:0 overruns:0 carrier:0
352     collisions:1984 txqueuelen:100
353     RX bytes:485691215 (463.1 Mb) TX bytes:123951388 (118.2 Mb)
354     Interrupt:11
355 zhen 1.6 </pre>
356 zhen 1.16 <p>You may want to also try pinging your ISP's DNS server (found in <path>/etc/resolv.conf</path>),
357 zhen 1.14 and a website of choice, just to make sure that your packets are reaching the net, DNS name
358     resolution is working correctly, etc.
359 zhen 1.6 </p>
360 zhen 1.16 <pre caption="Further Network Testing">
361 zhen 1.15 # <c>ping www.some_website.com </c>
362 zhen 1.6 </pre>
363 zhen 1.16 </body>
364     </section>
365     <section>
366     <title>Networking is go!</title>
367     <body>
368     <p>Networking should now be configured and useable. You should be able to use the included
369 drobbins 1.21 <c>ssh</c>, <c>scp</c>, <c>lynx</c>, <c>irssi</c> and <c>wget</c> commands to connect to other machines on your LAN or the Internet.</p>
370 zhen 1.16 </body>
371     </section>
372     </chapter>
373     <chapter>
374     <title>Partition Configuration</title>
375     <section>
376     <body>
377     <p>Now that the kernel can see the network card and disk controllers, it's time
378 zhen 1.6 to set up disk partitions for Gentoo Linux.
379     </p>
380 zhen 1.16 <p>Here's a quick overview of the standard Gentoo Linux partition layout.
381 zhen 1.6 We're going to create at least three partitions: a swap partition, a root
382     partition (to hold the bulk of Gentoo Linux), and a special boot partition.
383     The boot partition is designed to hold the GRUB or LILO boot loader information as well as
384     your Linux kernel(s). The boot partition gives us a safe place to store
385     everything related to booting Linux. During normal day-to-day Gentoo Linux use,
386     your boot partition should remain <e>unmounted</e>. This prevents your kernel
387     from being made unavailable to GRUB (due to filesystem corruption) in the event
388     of a system crash, preventing the chicken-and-egg problem where GRUB can't read
389     your kernel (since your filesystem isn't consistent) but you can't bring your
390     filesystem back to a consistent state (since you can't boot!)
391     </p>
392 zhen 1.16 <p>Now, on to filesystem types. Right now, you have four filesystem options:
393 zhen 1.6 XFS, ext2, ext3 (journaling) and ReiserFS. ext2 is the tried and true Linux
394     filesystem but doesn't have metadata journaling. ext3 is the new version of
395     ext2 with both metadata journaling and ordered data writes, effectively
396     providing data journaling as well. ReiserFS is a B*-tree based filesystem
397     that has very good small file performance, and greatly outperforms both ext2 and
398     ext3 when dealing with small files (files less than 4k), often by a factor of
399     10x-15x. ReiserFS also scales extremely well and has metadata journaling.
400     As of kernel 2.4.18+, ReiserFS is finally rock-solid and highly recommended.
401     XFS is a filesystem with metadata journaling that
402 drobbins 1.21 is fully supported under Gentoo Linux's <path>xfs-sources</path> kernel, but
403     is generally not recommended due to its tendency to lose recently-modified
404     data if your system locks up or unexpectedly reboots (due to a power failure, for instance.)
405 zhen 1.6 </p>
406 zhen 1.16 <p>If you're looking for the most standard filesystem, use ext2. If you're looking
407 zhen 1.6 for the most rugged journalled filesystem, use ext3. If you're looking for a
408     high-performance filesystem with journaling support, use ReiserFS; both ext3 and ReiserFS are
409 drobbins 1.21 mature and refined.
410 zhen 1.6 Here are our basic recommended filesystem
411     sizes and types:
412     </p>
413 zhen 1.16 <table>
414     <tr>
415     <th>Partition</th>
416     <th>Size</th>
417     <th>Type</th>
418     <th>example device</th>
419     </tr>
420     <tr>
421     <ti>boot partition, containing kernel(s) and boot information</ti>
422     <ti>100 Megabytes</ti>
423     <ti>ext2/3 highly recommended (easiest); if ReiserFS then mount with <c>-o notail</c></ti>
424     <ti>/dev/hda1</ti>
425     </tr>
426     <tr>
427     <ti>swap partition (no longer a 128 Megabyte limit)</ti>
428     <ti>&gt;=2*Amount of RAM in this system is recommended but no longer (as of kernel 2.4.10) required</ti>
429     <ti>Linux swap</ti>
430     <ti>/dev/hda2</ti>
431     </tr>
432     <tr>
433     <ti>root partition, containing main filesystem (/usr, /home, etc)</ti>
434     <ti>&gt;=1.5 Gigabytes</ti>
435     <ti>ReiserFS, ext3 recommended; ext2 ok</ti>
436     <ti>/dev/hda3</ti>
437     </tr>
438     </table>
439 drobbins 1.21 <p>Before creating filesystems, you may want to initialize the
440     beginning of your HD using <c>dd</c>. Doing this will ensure that your new filesystem
441     will not be mis-indentified by Linux's mounting code.
442     This can be done as follows:
443 zhen 1.6 </p>
444 zhen 1.16 <pre caption="Initializing first 1024 Sectors of HD">
445 drobbins 1.21 # <c>dd if=/dev/zero of=/dev/hdxy bs=1024 count=1024 </c>
446 zhen 1.26 <comment>Replace /dev/hdxy with the device you wish to &quot;clean.&quot;</comment>
447 zhen 1.6 </pre>
448 drobbins 1.21 <p>At this point, create your partitions using <c>fdisk</c>. Note that your partitions
449     should be of type 82 if swap and 83 for regular filesystems (whether ReiserFS, ext2/3 or other). </p>
450     <note><c>cfdisk</c> is included on the install CD, and it is <i>considerably</i> easier to use than
451     <c>fdisk</c>. Just type <c>cfdisk</c> to run it; by default, cfdisk will work with <b>/dev/hda</b>. If /dev/hda is not the hard disk you want to partition, give the right value to cfdisk as a parameter. For example: <c>cfdisk /dev/hde</c></note>
452 zhen 1.26 <note>If <c>fdisk</c> or <c>cfdisk</c> instruct you to do so, please reboot to allow your system to detect the
453 drobbins 1.21 new partition configuration.</note>
454 zhen 1.26 <note>If you are using RAID your partitions will be a little different. You
455 drobbins 1.21 will have the partitions like this: <path>/dev/ataraid/discX/partY</path> X is
456     the arrays you have made, so if you only have made 1 array, then it will be
457     disc0.Y is the partition number as in <path>/dev/hdaY</path> </note>
458 zhen 1.26 <p>Once you've created your partitions, it's time to initialize
459 zhen 1.6 the filesystems that will be used to house our data. Initialize swap as follows:</p>
460 zhen 1.16 <pre caption="Initializing Swap">
461 drobbins 1.1 # <c>mkswap /dev/hda2</c>
462 zhen 1.6 </pre>
463 zhen 1.16 <p>You can use the <c>mke2fs</c> command to create ext2 filesystems.</p>
464     <pre caption="Creating an ext2 Filesystem">
465 drobbins 1.1 # <i>mke2fs /dev/hda1</i>
466 zhen 1.6 </pre>
467 zhen 1.16 <p>To create an XFS filesystem, use the <c>mkfs.xfs</c> command.</p>
468     <pre caption="Creating a XFS Filesystem">
469 drobbins 1.1 # <c>mkfs.xfs /dev/hda3</c>
470 zhen 1.6 </pre>
471 zhen 1.16 <note>
472 zhen 1.6 You may want to add a couple of additional flags to the <c>mkfs.xfs</c> command: <c>-d agcount=3 -l size=32m</c>.
473     The <c>-d agcount=3</c> command will lower
474     the number of allocation groups. XFS will insist on using at least 1 allocation group per 4 GB of your partition,
475     so, for example, if you hava a 20 GB partition you will need a minimum agcount of 5.
476     The <c>-l size=32m</c> command increases the journal size to 32 Mb, increasing performance.
477     </note>
478 zhen 1.16 <warn>
479 zhen 1.6 If you are installing an XFS partition over a previous ReiserFS partition,
480     later attempts to mount may fail without an explicit <c>mount -t xfs</c>.
481     The solution is to zero out the partition before creating the XFS filesystem:
482     <c>dd if=/dev/zero of=/dev/hd<comment>x</comment> bs=1k</c>.
483     </warn>
484 zhen 1.16 <p>If you'd like to use ext3, you can create ext3 filesystems using <c>mke2fs -j</c>.</p>
485     <pre caption="Creating an ext3 Filesystem">
486 drobbins 1.1 # <c>mke2fs -j /dev/hda3</c>
487 zhen 1.6 </pre>
488 zhen 1.16 <p>To create ReiserFS filesystems, use the <c>mkreiserfs</c> command.</p>
489     <pre caption="Creating a ReiserFS Filesystem">
490 drobbins 1.1 # <c>mkreiserfs /dev/hda3</c>
491 zhen 1.6 </pre>
492 zhen 1.16 <note>You can find out more about using ext3 under Linux 2.4 at
493 zhen 1.6 <uri>http://www.zip.com.au/~akpm/linux/ext3/ext3-usage.html</uri>.
494     </note>
495 zhen 1.16 </body>
496     </section>
497     </chapter>
498     <chapter>
499     <title>Mount Partitions</title>
500     <section>
501     <body>
502     <p>Now, we'll activate our new swap, since we may need the additional virtual memory that
503 zhen 1.6 provides later:
504     </p>
505 zhen 1.16 <pre caption="Activating Swap">
506 drobbins 1.1 # <c>swapon /dev/hda2</c>
507 zhen 1.6 </pre>
508 zhen 1.16 <p>Next, we'll create the <path>/mnt/gentoo</path> and <path>/mnt/gentoo/boot</path> mountpoints,
509 zhen 1.6 and we'll mount our filesystems to these mountpoints. </p>
510 zhen 1.16 <pre caption="Creating Mount Points">
511 drobbins 1.1 # <c>mkdir /mnt/gentoo</c>
512     # <c>mount /dev/hda3 /mnt/gentoo</c>
513     # <c>mkdir /mnt/gentoo/boot</c>
514     # <c>mount /dev/hda1 /mnt/gentoo/boot</c>
515 zhen 1.6 </pre>
516 zhen 1.26 <p>
517 zhen 1.6 If you are setting up Gentoo
518     Linux with a separate <path>/usr</path> or <path>/var</path>, these would get mounted to
519     <path>/mnt/gentoo/usr</path> and <path>/mnt/gentoo/var</path>, respectively.
520     </p>
521 zhen 1.26 <p>If you decide to use the GRP (Gentoo Reference Platform), now is the time to set it up.
522     </p>
523     <p>First, you will need to <c>cd</c> to the location of the packages directory, for the
524     liveCD you will find it at <path>/mnt/cdrom/gentoo/packages</path>. In that directory you
525     will find the <c>grp-install.sh</c> script, an <i>All</i> directory that contains all of the binary
526     packages, and a list of available GRP packages. To install any/all of these
527     package sets you should do the following: </p>
528     <pre caption="Using GRP">
529     # <c>sh grp-install.sh &lt;list of package lists&gt;</c>
530     <comment>where &lt;list of package lists&gt; may be any of the *-list.txt files found in the same directory.</comment>
531 drobbins 1.21 </pre>
532 zhen 1.26 <p><c>grp-install.sh</c> can be run multiple times without replacing existing installations. You can
533     do a <c>sh grp-install.sh</c> for a basic usage description if you are still a bit foggy.
534     </p>
535     <impo>If your <e>boot</e> partition (the one holding the kernel) is ReiserFS, be sure to mount it
536 zhen 1.6 with the <c>-o notail</c> option so GRUB gets properly installed. Make sure
537     that <c>notail</c> ends up in your new <path>/etc/fstab</path> boot partition entry, too.
538     We'll get to that in a bit.
539     </impo>
540 zhen 1.16 <impo>If you are having problems mounting your boot partition with ext2, try using
541 zhen 1.6 <c>mount /dev/hXX /mnt/gentoo/boot -t ext2 </c> </impo>
542 zhen 1.16 </body>
543     </section>
544     </chapter>
545     <chapter>
546     <title>Obtaining the Desired 'stage-x' Tarball</title>
547     <section>
548     <body>
549     <p>If you want to start from a stage1 tarball, then you're already set
550 drobbins 1.21 to go; you can find the stage1 tarball in <path>/mnt/cdrom/gentoo/</path>.
551 zhen 1.6 On the other hand, if you would prefer to start from a stage2 or stage3
552     tarball that has been optimized for your architecture you can download it
553     (into <path>/mnt/gentoo</path> would be the simplest)
554 zhen 1.14 from one of the Gentoo mirror sites. </p>
555 zhen 1.16 <pre caption="Downloading Required Stages">
556 drobbins 1.1 # <c>cd /mnt/gentoo</c>
557 zhen 1.14 <comment>Use lynx to get the URL for your tarball</comment>
558 drobbins 1.21 # <c>lynx http://www.ibiblio.org/pub/Linux/distributions/gentoo/releases/1.4_rc2/x86/</c>
559 zhen 1.14 # <c>wget <comment>insert required stage tarball here.</comment></c>
560 zhen 1.6 </pre>
561 zhen 1.16 </body>
562     </section>
563     </chapter>
564     <chapter>
565     <title>Unpacking the Stage Tarballs</title>
566     <section>
567     <body>
568     <p>Now it's time to extract the compressed stage tarball of your choice to <path>/mnt/gentoo</path>.
569 zhen 1.26 Then, we'll <c>chroot</c> over to the new Gentoo Linux build installation to &quot;enter&quot; the new
570 drobbins 1.21 Gentoo Linux system.
571 zhen 1.6 </p>
572 zhen 1.16 <impo>Be sure to use the <c>p</c> option with <c>tar</c>. Forgetting to do this will
573 drobbins 1.21 cause certain files to have incorrect permissions.</impo>
574 zhen 1.16 <p>If you are using the &quot;from scratch, build everything&quot; install method,
575 zhen 1.6 you will want to use the <path>stage1-ix86-1.4_beta.tbz2</path> image.
576     If you're using one of our bigger CDs, you'll also have a choice of a stage2 and stage3 image.
577     These images allow you to save time at the expense of configurability (we've already chosen
578 zhen 1.12 compiler optimizations and default USE variables for you.)
579 zhen 1.6 </p>
580 zhen 1.16 <pre caption="Unpacking the Stages">
581 drobbins 1.1 # <c>cd /mnt/gentoo</c>
582 drobbins 1.21 # <c>tar -xvjpf /mnt/cdrom/gentoo/stage?-*.tbz2</c>
583 drobbins 1.1 # <c>mount -o bind /proc /mnt/gentoo/proc</c>
584     # <c>cp /etc/resolv.conf /mnt/gentoo/etc/resolv.conf</c>
585 zhen 1.6 </pre>
586 zhen 1.16 <pre caption="Entering the chroot Environment">
587 drobbins 1.1 # <c>chroot /mnt/gentoo /bin/bash</c>
588     # <c>env-update</c>
589     Regenerating /etc/ld.so.cache...
590     # <c>source /etc/profile</c>
591 zhen 1.6 </pre>
592 zhen 1.16 <p>After you execute these commands, you'll be &quot;inside&quot; your new Gentoo Linux environment.
593 zhen 1.6 </p>
594 zhen 1.16 </body>
595     </section>
596     </chapter>
597     <chapter>
598     <title>Getting the Current Portage Tree using Rsync</title>
599     <section>
600     <body>
601     <p>Now, you'll need to run <c>emerge sync</c>. This will make sure that
602 zhen 1.6 you have the most current copy of the Portage tree. </p>
603 zhen 1.16 <pre caption="Updating Using Rsync">
604 zhen 1.6 # <c>emerge sync</c>
605     </pre>
606 zhen 1.16 <p>The Portage tree will be downloaded and stored in <path>/usr/portage</path>;
607 zhen 1.6 it's about 90Mb in size without tarballs.
608     </p>
609 zhen 1.16 </body>
610     </section>
611     </chapter>
612     <chapter>
613     <title>Setting Gentoo optimizations (make.conf)</title>
614     <section>
615     <body>
616     <p>Now that you have a working copy of the Portage tree, people using stage1 to
617 zhen 1.6 install will need to bootstrap their Gentoo Linux system as follows. First
618     edit the file <path>/etc/make.conf</path>. In this file, you should set your
619     <c>USE</c> flags, which specify optional functionality that you would
620     like to be built into packages; generally, the defaults (an <e>empty</e>
621     or unset <c>USE</c> variable) are fine.
622     More information on <c>USE</c> flags can be found
623     <uri link="http://www.gentoo.org/doc/en/use-howto.xml">here</uri>.
624     </p>
625 zhen 1.16 <p>You also should set appropriate <c>CHOST</c>, <c>CFLAGS</c> and
626 zhen 1.6 <c>CXXFLAGS</c> settings for the kind of system that you are creating
627     (commented examples can be found further down in the file.) Your best friend
628     is <path>man gcc</path> to figure out what additional <c>CFLAGS</c> and
629     <code>CXXFLAGS</code> are available. Search for 'Optimization'.
630     </p>
631 zhen 1.16 <p>If necessary, you can also set proxy information here if you are behind a
632 zhen 1.6 firewall.
633     </p>
634 zhen 1.16 <pre caption="Setting make.conf Options">
635 drobbins 1.1 # <c>nano -w /etc/make.conf</c> <comment>(Adjust these settings)</comment>
636 zhen 1.6 </pre>
637 zhen 1.16 <note>
638 zhen 1.6 People who need to substantially tweak the build process should take a look at
639     the <path>/etc/make.globals</path> file. This file comprises gentoo defaults and
640     should never be touched. If the defaults do not suffice, then new values should
641     be put in <path>/etc/make.conf</path>, as entries in <path>make.conf</path>
642     <comment>override</comment> the entries in <path>make.globals</path>. If you're
643     interested in tweaking USE settings, look in <path>/etc/make.profile/make.defaults</path>.
644 zhen 1.16 If you want to turn off any USE settings found here, add an appropriate <c>USE=&quot;-foo&quot;</c>
645 zhen 1.6 in /etc/make.conf (to turn off the <c>foo</c> USE setting.)
646     </note>
647 zhen 1.16 </body>
648     </section>
649     </chapter>
650     <chapter>
651 zhen 1.18 <title>Starting from Stage1</title>
652 zhen 1.16 <section>
653     <body>
654 zhen 1.18 <p>The stage1 tarball is for ultimate tweakage. If you have picked this tarball,
655     you are most likely looking to have an uber-optimized system. Have fun, because optimization
656     is what Gentoo Linux is all about!
657     </p>
658 zhen 1.16 <p>Now, it's time to start the &quot;bootstrap&quot; process. This process takes about two hours on
659 zhen 1.6 my 1200Mhz AMD Athlon system. During this time, the extracted build image will be prepped
660 zhen 1.18 for compiling the rest of the system. The GNU compiler suite will be built, as well as the GNU C library.
661 zhen 1.6 These are time consuming builds and make up the bulk of the bootstrap process.
662     </p>
663 zhen 1.16 <pre caption="Bootstrapping">
664 drobbins 1.1 # <c>cd /usr/portage</c>
665     # <c>scripts/bootstrap.sh</c>
666 zhen 1.6 </pre>
667 zhen 1.16 <p>The &quot;bootstrap&quot; process will now begin.
668 zhen 1.6 </p>
669 zhen 1.16 <note>
670 zhen 1.6 Portage by default uses <c>/var/tmp</c> during package building, often
671     using several hundred megabytes of temporary storage. If you would like to
672     change where Portage stores these temporary files, set a new PORTAGE_TMPDIR <e>before</e>
673     starting the bootstrap process, as follows:
674     </note>
675 zhen 1.16 <pre caption="Changing Portage's Storage Path">
676     # <c>export PORTAGE_TMPDIR=&quot;/otherdir/tmp&quot;</c>
677 zhen 1.6 </pre>
678 zhen 1.16 <p><c>bootstrap.sh</c> will build <c>binutils</c>, <c>gcc</c>, <c>gettext</c>,
679 zhen 1.6 and <c>glibc</c>, rebuilding <c>binutils</c>, <c>gcc</c>, and <c>gettext</c>
680     after <c>glibc</c>. Needless to say, this process takes a while.
681 zhen 1.18 Have a nice nap. Once this process completes, your system will be equivalent to a &quot;stage2&quot; system.
682 zhen 1.6 </p>
683 zhen 1.16 </body>
684     </section>
685     </chapter>
686     <chapter>
687 zhen 1.18 <title>Starting from Stage2</title>
688 zhen 1.16 <section>
689     <body>
690 zhen 1.18 <p>The stage2 tarball already has the bootstrapping done for you. All that you have
691     to do is install the rest of the system.
692 zhen 1.6 </p>
693 zhen 1.16 <note>
694 zhen 1.6 If you haven't done so, please edit <path>/etc/make.conf</path> to your flavor.
695     </note>
696 zhen 1.16 <pre caption="Installing the Rest of the System">
697 drobbins 1.25 # <c>export CONFIG_PROTECT=&quot;-*&quot;</c>
698 drobbins 1.1 # <c>emerge -p system</c>
699     <comment>[lists the packages to be installed]</comment>
700     # <c>emerge system</c>
701 zhen 1.6 </pre>
702 drobbins 1.25 <note>The <c>export CONFIG_PROTECT=&quot;-*&quot;</c> line ensures that any new scripts
703 zhen 1.6 installed to <path>/etc</path> will overwrite the old scripts (stored in
704     <path>sys-apps/baselayout</path>), bypassing Portage's new config file
705     management support. Type <c>emerge --help config</c> for more details.</note>
706 zhen 1.16 <p>It's going to take a while
707 zhen 1.6 to finish building the entire base system. Your reward is that it will be
708     thoroughly optimized for your system. The drawback is that you have to find a
709 zhen 1.16 way to keep yourself occupied for some time to come. The author suggests &quot;Star
710 zhen 1.18 Wars - Super Bombad Racing&quot; for the PS2. When this process completes, your system
711     will be the equivalent of a stage3 system.
712     </p>
713     </body>
714     </section>
715     </chapter>
716     <chapter>
717     <title>Starting from Stage3</title>
718     <section>
719     <body>
720     <p>The stage3 tarball is already configured for your system. There is not much to do for this stage,
721     but it is a very good idea to update your system to the newest available packages. </p>
722     <note>If you have not already edited <path>/etc/make.conf</path> to fit your specifications,
723     now would be a good time to do so. </note>
724     <pre caption="Getting up-to-date">
725     # <c>emerge sync</c>
726     # <c>emerge -up world</c>
727     <comment>lists [<i>packages</i>] to be installed</comment>
728     # <c>emerge -u world</c>
729     </pre>
730     </body>
731     </section>
732     </chapter>
733     <chapter>
734 zhen 1.26 <title>Using GRP</title>
735     <section>
736     <body>
737     <p>If you bind mounted <path>/mnt/cdrom/gentoo/packages</path> previously, you can take advantage of pre-built GRP package sets
738 drobbins 1.21 to avoid compiling certain popular and large packages. Currently, we provide full builds of everything you need for <c>openoffice-bin</c>,
739     <c>gnome</c>, <c>kde</c> and <c>xfree</c>. To merge these pre-built packages, type:</p>
740 zhen 1.26 <pre caption="Using GRP">
741 drobbins 1.21 # emerge --usepkgonly kde
742     </pre>
743 zhen 1.26 <p>Optionally, you can use pre-built packages combined with any updates available in your new Portage tree by typing:</p>
744     <pre caption="Using GRP with updates">
745 drobbins 1.21 # emerge --usepkg openoffice-bin
746     </pre>
747 zhen 1.26 </body>
748     </section>
749     </chapter>
750 drobbins 1.21 <chapter>
751 zhen 1.18 <title>Final Steps: Timezone</title>
752     <section>
753     <body>
754     <p>At this point, you should have system that's ready for final configuration.
755     We'll start the configuration process by setting the timezone. By setting the timezone before building
756     the kernel we ensure that users get reasonable <c>uname -a</c> output.
757     </p>
758     <p>Look for your timezone (or GMT if you using Greenwich Mean Time) in
759     <path>/usr/share/zoneinfo</path>. Then, make a symbolic link by typing:
760     </p>
761     <pre caption="Creating a symbolic link for timezome">
762     # <c>ln -sf /usr/share/zoneinfo/path/to/timezonefile /etc/localtime</c>
763     </pre>
764     <p>You might also want to check <path>/etc/rc.conf</path> to make sure your timezone settings
765     are correct.
766 zhen 1.6 </p>
767 zhen 1.16 </body>
768     </section>
769     </chapter>
770     <chapter>
771     <title>Final steps: kernel and system logger</title>
772     <section>
773     <body>
774     <note>
775 zhen 1.6 If you haven't done so, please edit <path>/etc/make.conf</path> to your flavor.
776     </note>
777 zhen 1.16 <p>You now need to merge Linux source ebuilds. Here are the ones we currently
778 zhen 1.6 offer:
779     </p>
780 zhen 1.16 <table>
781     <tr>
782     <th>ebuild</th>
783     <th>description</th>
784     </tr>
785     <tr>
786     <ti>
787     <path>gentoo-sources</path>
788     </ti>
789 drobbins 1.21 <ti>Our own performance and functionality-enhanced kernel does not include XFS support.</ti>
790 zhen 1.16 </tr>
791     <tr>
792     <ti>
793     <path>xfs-sources</path>
794     </ti>
795 drobbins 1.21 <ti>Highly-compatible kernel with XFS support.</ti>
796 zhen 1.16 </tr>
797     <tr>
798     <ti>
799     <path>openmosix-sources</path>
800     </ti>
801     <ti>A stock Linux kernel source tree patched with support for the GPL <uri link="http://www.openmosix.com">openMosix</uri> load-balancing/clustering technology</ti>
802     </tr>
803     <tr>
804     <ti>
805     <path>usermode-sources</path>
806     </ti>
807     <ti>A stock Linux kernel source tree patched with support for User-Mode Linux. (&quot;Linux inside Linux&quot; technology)</ti>
808     </tr>
809     <tr>
810     <ti>
811     <path>vanilla-sources</path>
812     </ti>
813     <ti>A stock Linux kernel source tree, just like you'd get from kernel.org</ti>
814     </tr>
815     </table>
816 drobbins 1.21 <warn>
817     If you are configuring your own kernel, be careful with the <i>grsecurity</i> option. Being too aggressive with your
818     security settings can cause certain programs (such as X) to not run properly. If in doubt, leave it out.
819 zhen 1.6 </warn>
820 drobbins 1.21 <p>Choose a kernel and then merge as follows:</p>
821 zhen 1.16 <pre caption="Emerging Kernel Sources">
822 drobbins 1.1 # <c>emerge sys-kernel/gentoo-sources</c>
823 zhen 1.6 </pre>
824 zhen 1.16 <p>Once you have a Linux kernel source tree available, it's time to compile your own custom kernel.
825 zhen 1.6 </p>
826 zhen 1.16 <pre caption="Compiling the Linux Kernel">
827 drobbins 1.1 # <c>cd /usr/src/linux</c>
828     # <c>make menuconfig</c>
829     # <c>make dep &amp;&amp; make clean bzImage modules modules_install</c>
830     # <c>mv /boot/bzImage /boot/bzImage.orig</c>
831     <comment>[if bzImage already exists]</comment>
832     # <c>cp /usr/src/linux/arch/i386/boot/bzImage /boot</c>
833 zhen 1.6 </pre>
834 zhen 1.16 <warn>For your kernel to function properly, there are several options that you will
835 zhen 1.6 need to ensure are in the kernel proper -- that is, they should <i>be enabled and not
836 zhen 1.16 compiled as modules</i>. You will need to enable the <i>&quot;Code maturity
837     level options --&gt; Prompt for development and/or incomplete code/drivers&quot;</i>
838 zhen 1.6 option to see several of these selections.
839 zhen 1.16 Under the &quot;File systems&quot; section, be sure to enable the <i>&quot;Device File System&quot;</i> (note that
840     you <e>don't</e> need to enable the &quot;/dev/pts file system support&quot; option). You'll also
841     need to enable the <i>&quot;Virtual Memory Filesystem&quot;</i>. Be sure to enable &quot;ReiserFS&quot; if you have
842     any ReiserFS partitions; the same goes for &quot;Ext3&quot;. If you're using XFS, enable the
843     &quot;SGI XFS filesystem support&quot;
844 zhen 1.6 option. It's always a good idea to leave ext2
845     enabled whether you are using it or not. Also, most people using IDE hard drives will
846 zhen 1.16 want to enable the &quot;USE DMA by default&quot; option; otherwise, your IDE drives may perform
847     very poorly. Of course, remember to enable &quot;IDE disk&quot; support as well -- otherwise your
848 zhen 1.6 kernel won't be able to see your IDE disks.
849     </warn>
850 zhen 1.16 <p>If you are using hardware RAID you will need to enable a couple more options in the kernel:
851 zhen 1.6 For Highpoint RAID controllers select hpt366 chipset support, support for IDE RAID controllers and Highpoint
852     370 software RAID.For Promise RAID controllers select PROMISE PDC202{46|62|65|67|68|69|70} support,
853     support for IDE RAID
854     controllers and Support Promise software RAID (Fasttrak(tm))
855     </p>
856 zhen 1.16 <p>If you use PPPoE to connect to Internet, you will need the following
857 zhen 1.6 options in the kernel (built-in or as preferably as modules) :
858 zhen 1.16 &quot;PPP (point-to-point protocol) support&quot;, &quot;PPP support for async serial ports&quot;,
859     &quot;PPP support for sync tty ports&quot;. The two compression options won't harm but
860     are not definitely needed, neither does the &quot;PPP over Ethernet&quot; option,
861 zhen 1.6 that might only be used by <i>rp-pppoe</i> when configured to do kernel mode PPPoE.
862     </p>
863 zhen 1.16 <p>If you have an IDE cd burner, then you need to enable SCSI emulation in the
864     kernel. Turn on &quot;ATA/IDE/MFM/RLL support&quot; ---&gt; &quot;IDE, ATA and ATAPI Block
865     devices&quot; ---&gt; &quot;SCSI emulation support&quot; (I usually make it a module), then
866     under &quot;SCSI support&quot; enable &quot;SCSI support&quot;, &quot;SCSI CD-ROM support&quot; and
867     &quot;SCSI generic support&quot; (again, I usually compile them as modules). If you
868     also choose to use modules, then <c>echo -e &quot;ide-scsi\nsg\nsr_mod&quot;
869     &gt;&gt; /etc/modules.autoload</c> to have them automatically added at boot time.
870 zhen 1.6 </p>
871 zhen 1.16 <note>
872 zhen 1.6 For those who prefer it,
873     it is now possible to install Gentoo Linux with a 2.2 kernel.
874 drobbins 1.21 However, doing this comes at a price:
875 zhen 1.6 you will lose many of the nifty features that
876     are new to the 2.4 series kernels (such as XFS and tmpfs
877     filesystems, iptables, and more), although the 2.2 kernel sources can be
878 drobbins 1.21 patched with ReiserFS and devfs support.
879     Gentoo linux boot scripts require either tmpfs or ramdisk support in the kernel, so
880 zhen 1.6 2.2 kernel users need to make sure that ramdisk support is compiled in (ie, not a module).
881     It is <comment>vital</comment> that a <e>gentoo=notmpfs</e> flag be added to the kernel
882     line in <path>/boot/grub/grub.conf</path> for the 2.2 kernel so that a ramdisk is mounted
883     for the bootscripts instead of tmpfs. If you choose not to use devfs, then
884     <e>gentoo=notmpfs,nodevfs</e> should be used instead.
885     </note>
886 zhen 1.16 <p>Your new custom kernel (and modules) are now installed. Now you need to choose a system
887 zhen 1.6 logger that you would like to install. We offer sysklogd, which is the traditional set
888     of system logging daemons. We also have msyslog and syslog-ng as well as metalog. Power users seem
889     to gravitate away from sysklogd (not very good performance) and towards the
890     newer alternatives.
891     If in doubt, you may want to try metalog, since it seems to be quite popular.
892     To merge your logger of choice, type <e>one</e> of the next four lines:
893     </p>
894 zhen 1.16 <pre caption="Emerging System Logger of Choice">
895 drobbins 1.1 # <c>emerge app-admin/sysklogd</c>
896     # <c>rc-update add sysklogd default</c>
897     <comment>or</comment>
898     # <c>emerge app-admin/syslog-ng</c>
899     # <c>rc-update add syslog-ng default</c>
900     <comment>or</comment>
901     # <c>emerge app-admin/metalog</c>
902     # <c>rc-update add metalog default</c>
903     <comment>or</comment>
904     # <c>emerge app-admin/msyslog</c>
905     # <c>rc-update add msyslog default</c>
906 zhen 1.6 </pre>
907 zhen 1.16 <warn>
908 zhen 1.6 In the case of syslog-ng you need to create
909     <path>/etc/syslog-ng/syslog-ng.conf</path>.
910     See <path>/etc/syslog-ng</path>
911     for a sample configuration file.
912     </warn>
913 zhen 1.16 <impo>
914 zhen 1.6 Metalog flushes output to the disk in blocks, so messages aren't immediately recorded into
915     the system logs. If you are trying to debug a daemon, this performance-enhancing behavior
916     is less than helpful. When your Gentoo Linux system is up and running, you can send
917     metalog a USR1 signal to temporarily turn off this message buffering (meaning that
918     <i>tail -f <path>/var/log/everything/current</path></i> will now work
919     in real time, as expected),
920     and a USR2 signal to turn buffering back on
921     again.
922     </impo>
923 zhen 1.16 <p>Now, you may optionally choose a cron package that you'd like to use.
924 zhen 1.6 Right now, we offer dcron, fcron and vcron. If you don't know which one to choose,
925     you might as well grab vcron. They can be installed as follows:
926     </p>
927 zhen 1.16 <pre caption="Choosing a CRON Daemon">
928 drobbins 1.1 # <c>emerge sys-apps/dcron</c>
929     # <c>crontab /etc/crontab</c>
930     <comment>or</comment>
931     # <c>emerge sys-apps/fcron</c>
932     # <c>crontab /etc/crontab</c>
933     <comment>or</comment>
934     # <c>emerge sys-apps/vcron</c>
935 zhen 1.2 <comment>You do not need to run <c>crontab /etc/crontab</c> if using vcron. </comment>
936 drobbins 1.1 <comment>Don't forget to add your *cron to the proper init level. </comment>
937     # <c>rc-update add *cron default </c>
938 zhen 1.6 </pre>
939 zhen 1.26 <!--<p>For more information how how cron works under Gentoo Linux,
940 drobbins 1.21 see <uri link="http://lists.gentoo.org/pipermail/gentoo-announce/2002-April/000151.html">this announcement</uri>.</p>-->
941 zhen 1.16 <p>For more information on starting programs and daemons at startup, see the
942 drobbins 1.21 <uri link="/doc/en/rc-scripts.xml">rc-script guide</uri>.
943 zhen 1.6 </p>
944 zhen 1.16 </body>
945     </section>
946     </chapter>
947     <chapter>
948     <title>Final steps: Install Additional Packages</title>
949     <section>
950     <body>
951     <p>If you need rp-pppoe to connect to the net, be aware that at this point
952 zhen 1.6 it has not been installed. It would be the good time to do it. </p>
953 zhen 1.16 <pre caption="Installing rp-pppoe">
954 drobbins 1.1 # <c>emerge rp-pppoe</c>
955 zhen 1.6 </pre>
956 zhen 1.16 <note> Please note that the rp-pppoe is built but not configured.
957 zhen 1.6 You will have to do it again using <c>adsl-setup</c> when you boot into your Gentoo system
958     for the first time.
959     </note>
960 zhen 1.16 <p>You may need to install some additional packages in the Portage tree
961 zhen 1.6 if you are using any optional features like XFS, ReiserFS or LVM. If you're
962     using XFS, you should emerge the <c>xfsprogs</c> ebuild:
963     </p>
964 zhen 1.16 <pre caption="Emerging Filesystem Tools">
965 drobbins 1.1 # <c>emerge sys-apps/xfsprogs</c>
966     <comment>If you'd like to use ReiserFS, you should emerge the ReiserFS tools: </comment>
967     # <c> emerge sys-apps/reiserfsprogs</c>
968     <comment>If you're using LVM, you should emerge the <c>lvm-user</c> package: </comment>
969 drobbins 1.21 # <c>emerge sys-apps/lvm-user</c>
970 zhen 1.6 </pre>
971 zhen 1.16 <p>If you're a laptop user and wish to use your PCMCIA slots on your first
972 zhen 1.6 real reboot, you'll want to make sure you install the <i>pcmcia-cs</i> package.
973     </p>
974 zhen 1.16 <pre caption="Emerging PCMCIA-cs">
975 drobbins 1.1 # <c>emerge sys-apps/pcmcia-cs</c>
976 zhen 1.6 </pre>
977 zhen 1.16 <warn>You will have to re-emerge <i>pcmcia-cs</i> after installation to get PCMCIA
978 zhen 1.10 to work.
979     </warn>
980 zhen 1.16 </body>
981     </section>
982     </chapter>
983     <chapter>
984     <title>Final steps: /etc/fstab</title>
985     <section>
986     <body>
987     <p>Your Gentoo Linux system is almost ready for use. All we need to do now is configure
988 zhen 1.6 a few important system files and install the GRUB boot loader.
989     The first file we need to
990     configure is <path>/etc/fstab</path>. Remember that you should use
991     the <c>notail</c> option for your boot partition if you chose to create a ReiserFS filesystem on it.
992     Remember to specify <c>ext2</c>, <c>ext3</c> or <c>reiserfs</c> filesystem types as appropriate.
993     </p>
994 zhen 1.16 <p>Use something like the <path>/etc/fstab</path> listed below, but of course be sure to replace &quot;BOOT&quot;,
995     &quot;ROOT&quot; and &quot;SWAP&quot; with the actual block devices you are using (such as <c>hda1</c>, etc.)</p>
996     <pre caption="Editing fstab"><comment>
997 drobbins 1.1 # /etc/fstab: static file system information.
998     #
999     # noatime turns of atimes for increased performance (atimes normally aren't
1000     # needed; notail increases performance of ReiserFS (at the expense of storage
1001     # efficiency). It's safe to drop the noatime options if you want and to
1002     # switch between notail and tail freely.
1003    
1004     # &lt;fs&gt; &lt;mountpoint&gt; &lt;type&gt; &lt;opts&gt; &lt;dump/pass&gt;
1005    
1006     # NOTE: If your BOOT partition is ReiserFS, add the notail option to opts.
1007     </comment>
1008     /dev/BOOT /boot ext2 noauto,noatime 1 2
1009     /dev/ROOT / ext3 noatime 0 1
1010     /dev/SWAP none swap sw 0 0
1011     /dev/cdroms/cdrom0 /mnt/cdrom iso9660 noauto,ro 0 0
1012     proc /proc proc defaults 0 0
1013 zhen 1.6 </pre>
1014 zhen 1.16 <warn>Please notice that <i>/boot</i> is NOT mounted at boottime.
1015 zhen 1.6 This is to protect the data in <i>/boot</i> from
1016     corruption. If you need to access <i>/boot</i>, please mount it!
1017     </warn>
1018 zhen 1.16 </body>
1019     </section>
1020     </chapter>
1021     <chapter>
1022     <title>Final steps: Root Password</title>
1023     <section>
1024     <body>
1025     <p>Before you forget, set the root password by typing: </p>
1026     <pre caption="Setting the root Password">
1027     # <c>passwd</c>
1028 zhen 1.6 </pre>
1029 zhen 1.16 </body>
1030     </section>
1031     </chapter>
1032     <chapter>
1033     <title>Final steps: /etc/hostname</title>
1034     <section>
1035     <body>
1036     <p>Edit this file so that it contains your fully-qualified domain name on a single line,
1037 zhen 1.6 i.e. <c>mymachine.mydomain.com</c>.
1038     </p>
1039 zhen 1.16 <pre caption="Configuring Hostname">
1040     # <c>echo mymachine.mydomain.com &gt; /etc/hostname</c>
1041 zhen 1.6 </pre>
1042 zhen 1.16 </body>
1043     </section>
1044     </chapter>
1045     <chapter>
1046     <title>Final steps: /etc/hosts</title>
1047     <section>
1048     <body>
1049     <p>This file contains a list of ip addresses and their associated hostnames.
1050 zhen 1.6 It's used by the system to resolve the IP addresses
1051     of any hostnames that may not be in your nameservers. Here's a template for this file:
1052     </p>
1053 zhen 1.16 <pre caption="Hosts Template">
1054 drobbins 1.1 127.0.0.1 localhost
1055     <comment># the next line contains your IP for your local LAN, and your associated machine name</comment>
1056     192.168.1.1 mymachine.mydomain.com mymachine
1057 zhen 1.6 </pre>
1058 zhen 1.16 <note>If you are on a DHCP network, it might be helpful to set <i>localhost</i> to your machine's
1059 zhen 1.6 actual hostname. This will help GNOME and many other programs in name resolution.
1060     </note>
1061 zhen 1.16 </body>
1062     </section>
1063     </chapter>
1064     <chapter>
1065     <title>Final Network Configuration</title>
1066     <section>
1067     <body>
1068     <p>Add the names of any modules that are necessary for the proper functioning of your system to
1069 zhen 1.6 <path>/etc/modules.autoload</path> file (you can also add any options you
1070     need to the same line.) When Gentoo Linux boots, these modules will be automatically
1071     loaded. Of particular importance is your ethernet card module, if you happened to compile
1072     it as a module:
1073     </p>
1074 zhen 1.16 <pre caption="/etc/modules.autoload"><comment>This is assuming that you are using a 3com card. Check <path>/lib/modules/`uname -r`/kernel/drivers/net</path> for your
1075 drobbins 1.1 card. </comment>
1076     3c59x
1077 zhen 1.6 </pre>
1078 zhen 1.16 <p>Edit the <path>/etc/conf.d/net</path> script to get your network configured for your
1079 zhen 1.6 first boot: </p>
1080 zhen 1.16 <pre caption="Boottime Network Configuration">
1081 drobbins 1.1 # <c>nano -w /etc/conf.d/net</c>
1082     # <c>rc-update add net.eth0 default</c>
1083 zhen 1.6 </pre>
1084 zhen 1.16 <p>If you have multiple network cards you need to create additional <path>net.eth<comment>x</comment></path>
1085 zhen 1.6 scripts for each one (<comment>x</comment> = 1, 2, ...): </p>
1086 zhen 1.16 <pre caption="Multiple Network Interfaces">
1087 drobbins 1.1 # <c>cd /etc/init.d</c>
1088     # <c>cp net.eth0 net.eth<comment>x</comment></c>
1089     # <c>rc-update add net.eth<comment>x</comment> default</c>
1090 zhen 1.6 </pre>
1091 zhen 1.16 <p>If you have a PCMCIA card installed, have a quick look into
1092 zhen 1.6 <path>/etc/init.d/pcmcia</path> to verify that things seem all right for your setup,
1093 zhen 1.10 then add this line to the top of <path>/etc/init.d/ethx</path>:
1094 zhen 1.6 </p>
1095 zhen 1.16 <pre caption="PCMCIA depend in /etc/init.d/net.ethx">
1096 drobbins 1.1 depend() {
1097     need pcmcia
1098     }
1099 zhen 1.6 </pre>
1100 zhen 1.16 <p>This makes sure that the PCMCIA drivers are autoloaded whenever your network is loaded.
1101 zhen 1.10 </p>
1102 zhen 1.16 </body>
1103     </section>
1104     </chapter>
1105     <chapter>
1106     <title>Final steps: Configure Basic Settings (including the international keymap setting)</title>
1107     <section>
1108     <body>
1109     <pre caption="Basic Configuration">
1110 drobbins 1.1 # <c>nano -w /etc/rc.conf</c>
1111 zhen 1.6 </pre>
1112 zhen 1.16 <p>Follow the directions in the file to configure the basic settings.
1113 zhen 1.6 All users will want to make sure that <c>CLOCK</c> is set to his/her
1114     liking. International keyboard users will want to set the <c>KEYMAP</c>
1115     variable (browse <path>/usr/share/keymaps</path> to see the various
1116     possibilities).
1117     </p>
1118 zhen 1.16 </body>
1119     </section>
1120     </chapter>
1121     <chapter>
1122     <title>Final steps: Configure GRUB</title>
1123     <section>
1124     <body>
1125     <p>The most critical part of understanding GRUB is getting comfortable with how GRUB
1126 zhen 1.6 refers to hard drives and partitions. Your Linux partition <path>/dev/hda1</path> is called
1127     <path>(hd0,0)</path> under GRUB. Notice the parenthesis around the hd0,0 - they are required.
1128 zhen 1.16 Hard drives count from zero rather than &quot;a&quot;, and partitions start at zero rather than one.
1129 zhen 1.6 Be aware too that with the hd devices, only harddrives are counted, not atapi-ide devices such as
1130     cdrom players, burners, and that the same construct can be used with scsi drives.
1131     (Normally they get higher numbers than ide drives except when the bios is configured
1132     to boot from scsi devices.) Assuming you have a harddrive on /dev/hda, a cdrom player on /dev/hdb,
1133     a burner on /dev/hdc and a second hardrive on /dev/hdd, for example, and no scsi harddrive
1134     <path>/dev/hdd7</path> gets translated to <path>(hd1,6)</path>.
1135    
1136     It might sound tricky, and tricky it is indeed, but as we will see, grub
1137     offers a tab completion mechanism that comes handy for those of you having
1138     a lot of harddrives and partitions and who are a little lost in the
1139     grub numbering scheme. Having gotten the feel for that,
1140     it's time to install GRUB.
1141     </p>
1142 zhen 1.16 <p>The easiest way to install GRUB is to simply type <c>grub</c> at your chrooted shell prompt: </p>
1143     <pre caption="Installing GRUB">
1144 drobbins 1.1 # <c>grub</c>
1145 zhen 1.6 </pre>
1146 zhen 1.16 <impo>If you are using hardware RAID this part will not work at
1147 zhen 1.6 this time.
1148     Skip to the section on making your <path>grub.conf</path>. After that we will complete the
1149     grub setup for RAID controllers
1150     </impo>
1151 zhen 1.16 <p>You'll be presented with the <c>grub&gt;</c> grub
1152 zhen 1.6 command-line prompt. Now, you need to type in the
1153     right commands to install the GRUB boot record onto your hard drive. In my example configuration,
1154     I want to install the GRUB boot record on my hard drive's MBR (master boot record), so that
1155     the first thing I see when I turn on the computer is the GRUB prompt. In my case, the commands
1156     I want to type are:
1157     </p>
1158 zhen 1.16 <pre caption="GRUB Commands">
1159 drobbins 1.1 grub&gt; <c>root (hd0,0)</c>
1160     grub&gt; <c>setup (hd0)</c>
1161     grub&gt; <c>quit</c>
1162 zhen 1.6 </pre>
1163 zhen 1.16 <p>Here's how the two commands work. The first <c>root ( )</c> command tells GRUB
1164 zhen 1.6 the location of your boot partition (in our example, <path>/dev/hda1</path> or
1165     <path>(hd0,0)</path> in GRUB terminology. Then, the second <c>setup ( )
1166     </c> command tells GRUB where to install the
1167     boot record - it will be configured to look for its special files at the <c>root
1168     ( )</c> location that you specified. In my case, I want the boot record on the
1169     MBR of the hard drive, so I simply specify <path>/dev/hda</path> (also known as <path>(hd0)</path>).
1170     If I were using another boot loader and wanted to set up GRUB as a secondary boot-loader, I
1171     could install GRUB to the boot record of a particular partition. In that case,
1172     I'd specify a particular partition rather than the entire disk. Once the GRUB
1173     boot record has been successfully installed, you can type <c>quit</c> to quit GRUB.
1174    
1175     <note> The tab completion mechanism of grub can be used from within grub,
1176     assuming you wrote <c> root (</c> and that you hit the TAB key, you would
1177     be prompted with a list of the available devices (not only harddrives),
1178     hitting the TAB key having written <c> root (hd</c>, grub would print the
1179     available harddrives and hitting the TAB key after writing <c> root (hd0,</c>
1180     would make grub print the list of partitions on the first harddrive.
1181    
1182     Checking the syntax of the grub location with completion should really help
1183     to make the right choice.
1184     </note>
1185    
1186     Gentoo Linux is now
1187     installed, but we need to create the <path>/boot/grub/grub.conf</path> file so that
1188     we get a nice GRUB boot menu when the system reboots. Here's how to do it.
1189     </p>
1190 zhen 1.16 <impo>To ensure backwards compatibility with GRUB, make sure to make a link from
1191 zhen 1.6 <i>grub.conf</i> to <i>menu.lst</i>. You can do this by doing
1192     <c>ln -s /boot/grub/grub.conf /boot/grub/menu.lst </c>. </impo>
1193 zhen 1.16 <p>Now, create the grub.conf file (<c>nano -w /boot/grub/grub.conf</c>), and add the following to it:
1194 zhen 1.6 </p>
1195 zhen 1.16 <pre caption="Grub.conf for GRUB">
1196 drobbins 1.1 default 0
1197     timeout 30
1198     splashimage=(hd0,0)/boot/grub/splash.xpm.gz
1199    
1200     title=My example Gentoo Linux
1201     root (hd0,0)
1202     kernel /boot/bzImage root=/dev/hda3
1203    
1204     <comment> #Below is for setup using hardware RAID</comment>
1205     title=My Gentoo Linux on RAID
1206     root (hd0,0)
1207     kernel /boot/bzImage root=/dev/ataraid/discX/partY
1208    
1209     <comment># Below needed only for people who dual-boot</comment>
1210     title=Windows NT Workstation
1211     root (hd0,5)
1212     chainloader +1
1213 zhen 1.6 </pre>
1214 zhen 1.16 <note>
1215 zhen 1.6 (hd0,0) should be written without any spaces inside the parentheses.
1216     </note>
1217 zhen 1.16 <impo>
1218 zhen 1.6 If you set up scsi emulation for an IDE cd burner earlier, then to get it to
1219 zhen 1.16 actually work you need to add an &quot;hdx=ide-scsi&quot; fragment to the kernel
1220     line in grub.conf (where &quot;hdx&quot; should be the device for your cd burner).
1221 zhen 1.6 </impo>
1222 zhen 1.16 <p>After saving this file, Gentoo Linux installation is complete. Selecting the first option will
1223 zhen 1.6 tell GRUB to boot Gentoo Linux without a fuss. The second part of the grub.conf file is optional,
1224     and shows you how to use GRUB to boot a bootable Windows partition.
1225     </p>
1226 zhen 1.16 <note>Above, <path>(hd0,0)</path> should point to your &quot;boot&quot; partition
1227 zhen 1.6 (<path>/dev/hda1</path> in our example config) and <path>/dev/hda3</path> should point to
1228     your root filesystem. <path>(hd0,5)</path> contains the NT boot
1229     loader.
1230 zhware 1.9 </note>
1231 zhen 1.16 <note>
1232 zhware 1.9 The path to the kernel image is relative to the boot partition. If for example you have separated boot partition <path>(hd0,0)</path> and root partition <path>(hd0,1)</path>, all paths in the grub.conf file above will become <path>/bzImage</path>.
1233 zhen 1.6 </note>
1234 zhen 1.16 <p>If you need to pass any additional options to the kernel, simply
1235 zhen 1.6 add them to the end of the <c>kernel</c> command. We're already passing one option
1236     (<c>root=/dev/hda3</c>), but you can pass others as well. In particular, you can
1237     turn off devfs by default (not recommended unless you know what you're doing) by
1238     adding the <c>gentoo=nodevfs</c> option to the <c>kernel</c> command.
1239     </p>
1240 zhen 1.16 <note>Unlike in earlier versions of Gentoo Linux, you no longer have to add
1241 zhen 1.6 <c>devfs=mount</c> to the end of the <c>kernel</c> line to enable devfs. In rc6
1242     devfs is enabled by default.
1243     </note>
1244 zhen 1.16 </body>
1245     </section>
1246     </chapter>
1247     <chapter>
1248     <title>Final steps: Configure LILO</title>
1249     <section>
1250     <body>
1251 drobbins 1.21 <p>While GRUB may be the new alternative for most people, it is not always the best choice.
1252     LILO, the LInuxLOader, is the tried and true workhorse of Linux bootloaders. Here's how to install
1253     LILO if you would like to use it instead of GRUB:
1254 zhen 1.16 </p>
1255     <p>The first step is to emerge LILO:
1256     </p>
1257     <pre caption="Emerging LILO">
1258     # <c>emerge lilo</c>
1259     </pre>
1260     <p>Now it is time to configure LILO. I will give you a small <i>lilo.conf</i> to use, and I will explain
1261     the different parts of the file.
1262     </p>
1263     <pre caption="Example lilo.conf">
1264     boot=/dev/hda
1265     map=/boot/map
1266     install=/boot/boot.b
1267     prompt
1268     timeout=50
1269     message=/boot/message
1270     lba32
1271     default=linux
1272    
1273     image=/boot/vmlinuz-2.4.20
1274     label=linux
1275     initrd=/boot/initrd-2.4.20.img
1276     read-only
1277     root=/dev/hda5
1278    
1279     #For dual booting windows/other OS
1280     other=/dev/hda1
1281     label=dos
1282    
1283     </pre>
1284     <li><i>boot=/dev/hda</i> tells LILO to install itself on the first hard disk on the first IDE controller. </li>
1285     <li><i>map=/boot/map</i> states the map file. In normal use, this should not be modified. </li>
1286     <li><i>install=/boot/boot.b</i> tells LILO to install the specified file as the new boot sector.
1287     In normal use, this should not be altered. If the install line is missing, LILO will
1288     assume a default of /boot/boot.b as the file to be used. </li>
1289     <li>The existence of <i>prompt</i> tells LILO to show you whatever is referenced in the message line.
1290     While it is not recommended that you remove the prompt line, if you do remove it, you can still
1291     get a prompt by holding down the [Shift] key while your machine starts to boot. </li>
1292     <li><i>timeout=50</i> sets the amount of time that LILO will wait for user input before proceeding
1293     with booting the default line entry. This is measured in tenths of a second, with 50 as the default. </li>
1294     <li><i>message=/boot/message</i> refers to the screen that LILO displays to let you select the
1295     operating system or kernel to boot. </li>
1296     <li><i>lba32</i> describes the hard disk geometry to LILO. Another common entry here is linear. You should
1297     not change this line unless you are very aware of what you are doing. Otherwise, you could put
1298     your system in an unbootable state. </li>
1299     <li><i>default=linux</i> refers to the default operating system for LILO to boot from the
1300     options listed below this line. The name linux refers to the label line below in each of the boot options. </li>
1301     <li><i>image=/boot/vmlinuz-2.4.20</i> specifies the linux kernel to boot with this particular boot option. </li>
1302     <li><i>label=linux</i> names the operating system option in the LILO screen. In this case,
1303     it is also the name referred to by the default line. </li>
1304     <li><i>initrd=/boot/initrd-2.4.20.img</i> refers to the initial ram disk image that is used at boot time
1305     to actually initialize and start the devices that makes booting the kernel possible. The initial
1306     ram disk is a collection of machine-specific drivers necessary to operate a SCSI card, hard drive, or any
1307     other device needed to load the kernel. You should never try to share initial ram disks between machines. </li>
1308     <li><i>read-only</i> specifies that the root partition (see the root line below) is read-only and cannot be
1309     altered during the boot process. </li>
1310     <li><i>root=/dev/hda5</i> tells LILO what disk partition to use as the root partition. </li>
1311     <note>Thanks to <uri link="http://www.redhat.com">Redhat.com</uri> for this information.
1312     </note>
1313     <p>After you have edited your <i>lilo.conf</i> file, it is time to run LILO to load the information
1314     into the MBR:
1315     </p>
1316     <pre caption="Running LILO">
1317     # <c>/sbin/lilo</c>
1318     </pre>
1319     <p>LILO is configured, and now your machine is ready to boot into Gentoo Linux!
1320     </p>
1321     </body>
1322     </section>
1323     </chapter>
1324     <chapter>
1325     <title>Final steps: Bootdisks</title>
1326     <section>
1327     <title>GRUB Bootdisks</title>
1328     <body>
1329 drobbins 1.21 <p>It is always a good idea to make a boot disk the first
1330 zhen 1.16 time you install any Linux distribution. This is a security
1331 drobbins 1.21 blanket, and generally not a bad thing to do. If you are using some kinds of hardware RAID, you may <e>need</e> make a GRUB boot
1332     disk. With these types of hardware RAID,
1333     if you try to install grub from your chrooted shell it will fail. If you are in this camp,
1334     make a GRUB
1335     boot disk, and when you reboot the first time you can install GRUB
1336 zhen 1.6 to the MBR. Make your
1337     bootdisk like this:
1338     </p>
1339 zhen 1.16 <pre caption="Creating a GRUB Bootdisk">
1340 drobbins 1.1 # <c>mke2fs /dev/fd0</c>
1341     # <c>mount /dev/fd0 /mnt/floppy</c>
1342     # <c>mkdir -p /mnt/floppy/boot/grub</c>
1343     # <c>cp /usr/share/grub/i386-pc/stage1 /mnt/floppy/boot/grub/</c>
1344     # <c>cp /usr/share/grub/i386-pc/stage2 /mnt/floppy/boot/grub/</c>
1345    
1346     # <c>grub</c>
1347    
1348     grub&gt; <c>root (fd0)</c>
1349     grub&gt; <c>setup (fd0)</c>
1350     grub&gt; <c>quit</c>
1351 zhen 1.6 </pre>
1352 zhen 1.26 <p>Now reboot and load the floppy. At the floppy's <c>grub&gt;</c> prompt, you can now execute the necessary <c>root</c>
1353 drobbins 1.21 and <c>setup</c> commands.</p>
1354 zhen 1.16 </body>
1355     </section>
1356     <section>
1357     <title>LILO Bootdisks</title>
1358     <body>
1359     <p>If you are using LILO, it is also a good idea to make a bootdisk:
1360     </p>
1361 zhen 1.18 <pre caption="Making a LILO Bootdisk">
1362     # <c>dd if=/boot/your_kernel of=/dev/fd0 </c>
1363     <comment>This will only work if your kernel is smaller than 1.4MB</comment>
1364     </pre>
1365 zhen 1.16 </body>
1366     </section>
1367     </chapter>
1368     <chapter>
1369     <title>Installation Complete!</title>
1370     <section>
1371     <body>
1372     <p>Now, Gentoo Linux is installed. The only remaining step is to exit the chrooted shell,
1373 zhen 1.6 udpate necessary configuration files,
1374     safely unmount your partitions
1375     and reboot the system:
1376     </p>
1377 zhen 1.16 <pre caption="Rebooting the System">
1378 drobbins 1.1 # <c>etc-update</c>
1379     # <c>exit</c>
1380     <codenote>This exits the chrooted shell; you can also type <c>^D</c></codenote>
1381     # <c>cd / </c>
1382     # <c>umount /mnt/gentoo/boot</c>
1383     # <c>umount /mnt/gentoo/proc</c>
1384     # <c>umount /mnt/gentoo</c>
1385     # <c>reboot</c>
1386 zhen 1.6 </pre>
1387 zhen 1.16 <note>
1388 zhen 1.6 After rebooting, it is a good idea to run the <c>update-modules</c> command to create
1389     the <path>/etc/modules.conf</path> file. Instead of modifying this file directly, you should
1390     generally make changes to the files in <path>/etc/modules.d</path>.
1391     </note>
1392 zhen 1.16 <impo>Remember if you are running hardware RAID, you must
1393 zhen 1.6 use the bootdisk for the first reboot.
1394     then go back and install grub the way everyone else did the first
1395 drobbins 1.21 time. You are done -- congratulations!</impo>
1396 zhen 1.16 <p>If you have any questions or would like to get involved with Gentoo Linux development,
1397 zhen 1.6 consider joining our gentoo-user and gentoo-dev mailing lists
1398 zhen 1.16 (there's a &quot;click to subscribe&quot; link on our <uri link="http://www.gentoo.org">main page</uri>).
1399 zhen 1.6 We also have a handy <uri link="http://www.gentoo.org/doc/en/desktop.xml">Desktop configuration guide</uri>
1400     that will
1401     help you to continue configuring your new Gentoo Linux system, and a useful
1402     <uri link="http://www.gentoo.org/doc/en/portage-user.xml">Portage user guide</uri>
1403     to help familiarize you with Portage basics. You can find the rest of the Gentoo Documentation
1404 zhen 1.16 <uri link="http://www.gentoo.org/main/en/docs.xml">here</uri>. If you have any other questions
1405 zhen 1.10 involving installation or anything for that matter, please check the Gentoo Linux
1406 zhen 1.16 <uri link="http://www.gentoo.org/doc/en/faq.xml">FAQ</uri>.
1407 zhen 1.6 Enjoy and welcome to Gentoo Linux!
1408     </p>
1409 zhen 1.16 </body>
1410     </section>
1411     </chapter>
1412     <chapter>
1413     <title>Gentoo-Stats</title>
1414     <section>
1415     <body>
1416     <p>The Gentoo Linux usage statistics program was started as an attempt to give the developers
1417 zhen 1.6 a way to find out about their user base. It collects information about Gentoo Linux usage to help
1418     us in set priorities our development. Installing it is completely optional, and it would be greatly
1419     appreciated if you decide to use it. Compiled statistics can be viewed at <uri>http://stats.gentoo.org/</uri>.
1420     </p>
1421 zhen 1.16 <p>The gentoo-stats server will assign a unique ID to your system.
1422 zhen 1.6 This ID is used to make sure that each system is counted only once. The ID will not be used
1423     to individually identify your system, nor will it be mached against an IP address or
1424     other personal information. Every precaution has been taken to assure your privacy in the
1425     development of this system. The following are the things that we are monitoring
1426 zhen 1.16 right now through our &quot;gentoo-stats&quot; program:
1427 zhen 1.6 </p>
1428 zhen 1.16 <ul>
1429     <li>installed packages and their version numbers</li>
1430     <li>CPU information: speed (MHz), vendor name, model name, CPU flags (like &quot;mmx&quot; or &quot;3dnow&quot;)</li>
1431     <li>memory information (total available physical RAM, total available swap space)</li>
1432     <li>PCI cards and network controller chips</li>
1433     <li>the Gentoo Linux profile your machine is using (that is, where the /etc/make.profile link is pointing to).</li>
1434     </ul>
1435     <p>We are aware that disclosure of sensitive information is a threat to most Gentoo Linux users
1436 zhen 1.6 (just as it is to the developers).
1437     </p>
1438 zhen 1.16 <ul>
1439     <li>Unless you modify the gentoo-stats program, it will never transmit sensitive
1440 zhen 1.6 information such as your passwords, configuration data, shoe size...</li>
1441 zhen 1.16 <li>Transmission of your e-mail addresses is optional and turned off by default.</li>
1442     <li>The IP address your data transmission originates from will never be logged
1443     in such a way that we can identify you. There are no &quot;IP address/system ID&quot; pairs.</li>
1444     </ul>
1445     <p>The installation is easy - just run the following commands:
1446 zhen 1.6 </p>
1447 zhen 1.16 <pre caption="Installing gentoo-stats">
1448 drobbins 1.1 # <c>emerge gentoo-stats</c> <codenote>Installs gentoo-stats</codenote>
1449     # <c>gentoo-stats --new</c> <codenote>Obtains a new system ID</codenote>
1450 zhen 1.6 </pre>
1451 zhen 1.16 <p>The second command above will request a new system ID and enter it into
1452 zhen 1.6 <path>/etc/gentoo-stats/gentoo-stats.conf</path> automatically. You can view this file
1453     to see additional configuration options.
1454     </p>
1455 zhen 1.16 <p>After that, the program should be run on a regular schedule
1456 zhen 1.6 (gentoo-stats does not have to be run as root). Add this line to your <path>crontab</path>:
1457     </p>
1458 zhen 1.16 <pre caption="Updating gentoo-stats with cron">
1459     <c>0 0 * * 0,4 /usr/sbin/gentoo-stats --update &gt; /dev/null</c>
1460     </pre>
1461     <p>The <c>gentoo-stats</c> program is a simple perl script which can be
1462 zhen 1.6 viewed with your favortive pager or editor: <path>/usr/sbin/gentoo-stats</path>. </p>
1463 zhen 1.16 </body>
1464     </section>
1465     </chapter>
1466 drobbins 1.1 </guide>

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