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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 1.69 <title>Gentoo Linux 1.4_rc2 and 1.4_rc3 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 seo 1.41 <author title="Editor">
28     <mail link="seo@gentoo.org">Jungmin Seo</mail>
29     </author>
30 zhware 1.43 <author title="Editor">
31     <mail link="zhware@gentoo.org">Stoyan Zhekov</mail>
32     </author>
33 zhen 1.16 <abstract>These instructions step you through the process of installing Gentoo
34 drobbins 1.69 Linux 1.4_rc2 and 1.4_rc3. The Gentoo Linux installation process supports various installation
35 zhen 1.6 approaches, depending upon how much of the system you want to custom-build from
36     scratch.
37     </abstract>
38 drobbins 1.69 <version>2.3.18</version>
39     <date>26 Feb 2003</date>
40 zhen 1.16 <chapter>
41     <title>About the Install</title>
42     <section>
43     <body>
44 zhen 1.26 <p>This new boot CD will boot from nearly any modern IDE CD-ROM drive, as well
45 drobbins 1.21 as many SCSI CD-ROM, assuming that your CD-ROM and BIOS both support booting.
46     Included on the CD-ROM is Linux support for IDE (and PCI IDE) (built-in to the
47     kernel) as well as support for all SCSI devices (available as modules.) In
48     addition, we provide modules for literally every kind of network card that
49     Linux supports, as well as tools to allow you to configure your network and
50     establish outbound (as well as inbound) <c>ssh</c> connections and download
51     files. </p>
52 zhen 1.26 <p>To install from the build CD, you will need to have a 486+ processor and
53 drobbins 1.69 ideally at least 64 Megabytes of RAM. (Gentoo Linux has been successfully
54 drobbins 1.21 built with 64MB of RAM + 64MB of swap space, but the build process is awfully
55     slow under those conditions.)</p>
56 zhen 1.26 <p>Gentoo Linux can be installed using one of three &quot;stage&quot; tarball files. The
57 drobbins 1.21 one you choose depends on how much of the system you want to compile yourself.
58     The stage1 tarball is used when one wants to bootstrap and build the entire
59     system from scratch. The stage2 tarball is used for building the entire system
60     from scratch, except for the bootstrap part which is already performed for you.
61     And the stage3 tarball already contains a basic Gentoo Linux system that has
62     been optimized for your system.</p>
63 zhen 1.33 <p> So, how does one begin the install process? First, you'll want to decide
64 drobbins 1.21 which one of our LiveCD ISO images to grab from
65 drobbins 1.23 <uri>http://www.ibiblio.org/gentoo/releases/1.4_rc2/x86/</uri>.
66 drobbins 1.22 In this directory, you'll see several subdirectories such as <c>athlon</c>
67 drobbins 1.24 for each of our various architecture-specific builds. Here's a low-down on
68     each arch directory and what it contains:</p>
69 zhen 1.26 <table>
70     <tr>
71     <th>Architecture</th>
72     <th>Description</th>
73     </tr>
74     <tr>
75     <ti>x86</ti>
76     <ti>Stage 1 tarballs and &quot;gentoo-basic&quot; liveCD -- will work on anything.</ti>
77     </tr>
78     <tr>
79     <ti>i586</ti>
80     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for i586+ CPUs</ti>
81     </tr>
82     <tr>
83     <ti>i686</ti>
84     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for i686+ CPUs</ti>
85     </tr>
86     <tr>
87     <ti>athlon</ti>
88     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for AMD Athlon CPUs</ti>
89     </tr>
90     <tr>
91     <ti>athlon-xp</ti>
92     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for AMD Athlon XP CPUs</ti>
93     </tr>
94     <tr>
95     <ti>athlon-mp</ti>
96     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for AMD Athlon MP CPUs</ti>
97     </tr>
98     <tr>
99     <ti>pentium3</ti>
100     <ti>Stage 2 and 3 tarballs, GRP packages and liveCD for Intel Pentium III and Pentium 4 CPUs</ti>
101     </tr>
102     </table>
103     <p>Inside each of these directories,
104 drobbins 1.22 you'll find a <path>livecd/</path> directory that contains LiveCDs. While these LiveCDs
105     will boot on any architecture, the install-related tarballs are optimized for a particular
106 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>
107 drobbins 1.24 directory which can be used to install on anything.
108 drobbins 1.22 </p>
109 zhen 1.26 <p> The LiveCDs are full CD images that should be burned to a CDR or CD-RW
110 drobbins 1.24 using CD burning software. Currently, we have two types of LiveCDs. The first
111 zhen 1.26 carries the &quot;gentoo-basic&quot; label, and is approximately 40MB in size and lives
112 drobbins 1.24 in the <path>x86/livecd/</path> directory. This LiveCD is of minimal size to
113     allow for a initial quick download and contains a stage1 tarball that can be
114     found in <path>/mnt/cdrom/gentoo/</path> after the CD has booted.</p>
115 zhen 1.26 <p>The second flavor of LiveCD we currently offer is labelled &quot;livecd-grp.&quot;
116 drobbins 1.24 These CDs (found in their respective <path>arch/livecd</path> directories)
117     contain stage1, 2 and 3 tarballs, and also contain a set of GRP packages
118 zhen 1.50 optimized for a specific architecture. GRP is simply precompiled packages for
119     very large applications, such as XFree86. KDE, GNOME, OpenOffice, etc.
120     Using these LiveCDs, it will be possible
121 drobbins 1.24 for you to install a fully-functional Gentoo Linux system very quickly. The
122     downside is that these ISO images are large -- around 600MB -- so they can take
123     a while to download.</p>
124 zhen 1.26 <info>If for some reason your install gets interrupted at some point, you can
125 drobbins 1.24 reboot and restart. For example, if you have partitioned, installed the stageX
126     tarball, and are ready to chroot, you can restart the install if necessary.
127     Just re-boot with the LiveCD, then mount your drives/partitions to
128     <path>/mnt</path> as normal. Basically, you can do this at about any point
129     during the install, just not before partitioning for obvious reasons. </info>
130 zhen 1.26 <warn>If you encounter a problem with any part of the install and wish to
131 drobbins 1.21 report it as a bug, report it to <uri>http://bugs.gentoo.org</uri>. If the bug
132     needs to be moved upstream to the package maintainers (ie KDE) the
133     <e>developers</e> will take care of that. </warn>
134 zhen 1.26 <p>Now, let's quickly review the install process. First, we'll download, burn
135 drobbins 1.21 and boot a LiveCD. After getting a root prompt, we'll create partitions, create
136     our filesystems, and extract either a stage1, stage2 or stage3 tarball. If we
137     are using a stage1 or stage2 tarball, we will take the appropriate steps to get
138     our systems to stage3. Once our systems are at stage3, we can configure them
139     (tweaking config files, installing a bootloader, etc) and boot them and have a
140     fully-functional Gentoo Linux system. Depending on what stage of the build
141     process you're starting from, here's what's required for installation: </p>
142 zhen 1.26 <table>
143 zhen 1.16 <tr>
144     <th>stage tarball</th>
145     <th>requirements for installation</th>
146     </tr>
147     <tr>
148     <ti>1</ti>
149     <ti>partition/filesystem setup, emerge sync, bootstrap, emerge system, emerge linux sources, final configuration</ti>
150     </tr>
151     <tr>
152     <ti>2</ti>
153     <ti>partition/filesystem setup, emerge sync, emerge system, emerge linux sources, final configuration</ti>
154     </tr>
155     <tr>
156     <ti>3</ti>
157     <ti>partition/filesystem setup, emerge sync, final configuration</ti>
158     </tr>
159     </table>
160     </body>
161     </section>
162     </chapter>
163     <chapter>
164     <title>Booting</title>
165     <section>
166     <body>
167 drobbins 1.21 <p>Start by booting the LiveCD. If detected properly, you should see a fancy boot screen
168     with the Gentoo Linux logo on it. At this screen, you can hit Enter to begin the boot process,
169     hit F2 for help, or pass kernel boot options by typing <c>gentoo opt1 opt2</c>, etc.
170     Once you hit Enter, you'll be
171 zhen 1.6 greeted with a lot of text output
172     followed by the normal Gentoo Linux boot sequence.
173 drobbins 1.21 You will be automatically logged in as &quot;root&quot; and the root password will be
174     set to a random string for security purposes.
175 zhen 1.16 You should have a root (&quot;<c>#</c>&quot;) prompt on the current
176 drobbins 1.21 console, and can also open new root consoles by pressing Alt-F2, Alt-F3 and Alt-F4.
177     Get back to the one you started on by pressing (you guessed it) Alt-F1.
178 zhen 1.6 </p>
179 zhen 1.26 <p>You've probably also noticed that above your <c>#</c> prompt is a bunch of help text
180 drobbins 1.21 explaining how to do things like configure your network devices and where you can find
181     the Gentoo Linux stage tarballs and packages on your CD.
182 zhen 1.6 </p>
183 zhen 1.16 </body>
184     </section>
185     </chapter>
186     <chapter>
187     <title>Load Kernel Modules</title>
188     <section>
189     <body>
190     <p>If the PCI autodetection missed some of your hardware, you
191 zhen 1.6 will have to load the appropriate modules manually.
192     To view a list of all available network card modules, type <c>ls
193     /lib/modules/*/kernel/drivers/net/*</c>. To load a particular module,
194     type:
195     </p>
196 zhen 1.16 <pre caption="PCI Modules Configuration">
197 drobbins 1.1 # <c>modprobe pcnet32</c>
198 zhen 1.6 <comment>(replace pcnet32 with your NIC module)</comment>
199     </pre>
200 zhen 1.16 <p>Now, if you want to be able to access any SCSI hardware that wasn't detected
201 drobbins 1.21 during the initial boot autodetection process, you'll need to load the appropriate
202 zhen 1.6 modules from /lib/modules, again using <c>modprobe</c>:
203     </p>
204 zhen 1.16 <pre caption="Loading SCSI Modules">
205 drobbins 1.1 # <c>modprobe aic7xxx</c>
206     # <c>modprobe sd_mod</c>
207 zhen 1.6 </pre>
208 zhen 1.52 <p><c>aic7xxx</c> supports your SCSI controller and <c>sd_mod</c> supports SCSI hard disks. </p>
209 zhen 1.6 <note>
210 drobbins 1.21 Support for a SCSI CD-ROMs and disks are built-in in the kernel.
211 zhen 1.52 </note>
212 drobbins 1.21 <p>If you are using hardware RAID, you'll need to load the
213 zhen 1.6 ATA-RAID modules for your RAID controller.
214     </p>
215 zhen 1.16 <pre caption="Loading RAID Modules">
216 zhen 1.33 # <c>modprobe ataraid</c>
217     # <c>modprobe pdcraid</c>
218 drobbins 1.1 <comment>(Promise Raid Controller)</comment>
219 zhen 1.33 # <c>modprobe hptraid</c>
220 drobbins 1.1 <comment>(Highpoint Raid Controller)</comment>
221 zhen 1.6 </pre>
222 zhen 1.16 <p>The Gentoo LiveCD should have enabled DMA on your disks, but if it did not,
223 zhen 1.6 <c>hdparm</c> can be used to set DMA on your drives. </p>
224 zhen 1.26 <pre caption="Setting DMA"><comment>Replace hdX with your disk device.</comment>
225 drobbins 1.21 # hdparm -d 1 /dev/hdX <comment>Enables DMA </comment>
226 zhware 1.48 # hdparm -d1 -A1 -m16 -u1 -a64 /dev/hdX <comment>Enables DMA and other safe performance-enhancing options</comment>
227 zhen 1.26 # hdparm -X66 /dev/hdX <comment>Force-enables Ultra-DMA -- dangerous -- may cause some drives to mess up</comment></pre>
228 zhen 1.16 </body>
229     </section>
230     </chapter>
231     <chapter>
232     <title>Loading PCMCIA Kernel Modules</title>
233     <section>
234     <body>
235     <p>If you have a PCMCIA network card, you will need to do some additional
236 zhen 1.6 trickery.
237     </p>
238 zhen 1.16 <warn>To avoid problems with <c>cardmgr</c>, you <e>must</e> run it <e>before</e> you enter the chroot
239 zhen 1.6 portion of the install. </warn>
240 zhen 1.16 <pre caption="Loading PCMCIA Modules">
241 zhen 1.33 # <i>modprobe pcmcia_core</i>
242     # <i>modprobe i82365</i>
243     # <i>modprobe ds</i>
244 drobbins 1.1 # <i>cardmgr -f</i>
245 zhen 1.6 </pre>
246 drobbins 1.21 <p>As <c>cardmgr</c> detects which hardware is present, your speaker should emit a
247 zhen 1.6 few reassuring beeps, and your PCMCIA network card should hum to life. You can
248 drobbins 1.21 of course insert the PCMCIA card after loading <c>cardmgr</c> too, if that's
249 zhen 1.6 preferable. (Technically, you need not run
250 drobbins 1.21 <c>cardmgr</c> if you know exactly which module your PCMCIA card requires.
251 zhen 1.6 But if you don't, loading all PCMCIA modules and see which sticks won't work,
252     as all PCMCIA modules load obligingly and hang around for a PCMCIA card to
253 drobbins 1.21 drop by. <c>cardmgr</c> will also unload the module(s) for any card when you
254 zhen 1.6 remove it). </p>
255 zhen 1.16 </body>
256     </section>
257     </chapter>
258     <chapter>
259     <title>Configuring Networking</title>
260     <section>
261     <title> PPPoE configuration</title>
262     <body>
263     <p>Assuming you need PPPoE to connect to the internet, the livecd (any version) has
264 drobbins 1.21 made things easy for you by including <c>rp-pppoe</c>. Use the provided <c>adsl-setup</c>
265 zhen 1.6 script to configure your connection. You will be prompted for the ethernet
266     device that is connected to your adsl modem, your username and password,
267     the IPs of your DNS servers, and if you need a basic firewall or not. </p>
268 zhen 1.16 <pre caption="Configuring PPPoE">
269 zhen 1.6 # <c> adsl-setup </c>
270     # <c> adsl-start </c>
271     </pre>
272 zhen 1.16 <p>If something goes wrong, double-check that you correctly typed
273 zhen 1.6 your username and password by looking at <path>/etc/ppp/pap-secrets</path> or
274     <path>/etc/ppp/chap-secrets</path>, and make sure you are using the right ethernet device. </p>
275 zhen 1.16 </body>
276     </section>
277     <section>
278     <title> Automatic Network Configuration </title>
279     <body>
280     <p>The Gentoo Linux install lets you configure a working network, allowing you to use
281 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.
282 zhen 1.6 Even if you don't need to do these things now, you should go ahead and set up networking now.
283     Once networking is up, Portage will be able to use your configured network once you are inside
284     the chroot environment (required for installing Gentoo Linux).
285     The simplest way to set up networking is to run our new <c>net-setup</c>
286     script. </p>
287 zhen 1.16 <pre caption="Net-Setup Script">
288 drobbins 1.1 # <c>net-setup eth0</c>
289 zhen 1.6 </pre>
290 zhen 1.16 <p>Of course, if you prefer, you may still set up networking manually. </p>
291     </body>
292     </section>
293     <section>
294     <title>Manual DHCP Configuration</title>
295     <body>
296     <p>Network configuration is simple with DHCP; If your ISP is not using
297     DHCP, skip down to the static configuration section below. </p>
298     <pre caption="Network configuration with DHCP">
299 drobbins 1.1 # <c>dhcpcd eth0</c>
300 zhen 1.6 </pre>
301 zhen 1.16 <note>Some ISPs require you to provide a hostname. To do that,
302 zhen 1.6 add a <c>-h myhostname</c> flag to the dhcpcd command line above.
303     </note>
304 zhen 1.16 <p>If you receive <i>dhcpConfig</i> warnings, don't panic; the errors
305 zhen 1.6 are most likely cosmetic. Skip down to Network testing below.</p>
306 zhen 1.16 </body>
307     </section>
308     <section>
309     <title>Manual Static Configuration</title>
310     <body>
311     <p>We need to setup just enough networking so that we can download
312 zhen 1.6 sources for the system build, as well as the required localhost interface.
313     Type in the following commands, replacing
314     $IFACE with your network interface (typically <c>eth0</c>), $IPNUM
315     with your IP address, $BCAST with your broadcast address, and $NMASK
316     with your network mask. For the <c>route</c> command, replace
317     $GTWAY with your default gateway.
318     </p>
319 zhen 1.16 <pre caption="Static IP Network Configuration">
320 drobbins 1.1 # <c>ifconfig $IFACE $IPNUM broadcast $BCAST netmask $NMASK</c>
321     # <c>/sbin/route add -net default gw $GTWAY netmask 0.0.0.0 metric 1</c>
322 zhen 1.6 </pre>
323 zhen 1.16 <p>Now it's time to create the <path>/etc/resolv.conf</path>
324 zhen 1.6 file so that name resolution (finding Web/FTP sites by name, rather than just by IP address) will work.</p>
325 zhen 1.16 <p>Here's a template to follow for creating your /etc/resolv.conf file: </p>
326     <pre caption="/etc/resolv.conf template">
327 drobbins 1.1 domain mydomain.com
328     nameserver 10.0.0.1
329     nameserver 10.0.0.2
330 zhen 1.6 </pre>
331 zhen 1.16 <p>Replace <c>10.0.0.1</c> and <c>10.0.0.2</c> with the IP addresses of your
332 zhen 1.6 primary and secondary DNS servers respectively.</p>
333 zhen 1.16 </body>
334     </section>
335     <section>
336     <title>Proxy Configuration</title>
337     <body>
338     <p>If you are behind a proxy, it is necessary to configure your proxy before
339 zhen 1.6 you continue. We will export some variables to set up the proxy accordingly.
340     </p>
341 zhen 1.16 <pre caption="Setting a Proxy">
342     # <c>export http_proxy=&quot;machine.company.com:1234&quot; </c>
343 seo 1.42 # <c>export ftp_proxy=&quot;$http_proxy&quot; </c>
344     # <c>export RSYNC_PROXY=&quot;$http_proxy&quot; </c>
345 zhen 1.6 </pre>
346 zhen 1.16 </body>
347     </section>
348     <section>
349     <title>Network Testing</title>
350     <body>
351     <p>Now that your network has been configured, the <c>/sbin/ifconfig -a</c> command should show
352 zhen 1.6 that your network card is working (look for <e>UP</e> and <e>RUNNING</e> in the output). </p>
353 zhen 1.16 <pre caption="/sbin/ifconfig for a working network card">
354 drobbins 1.1 eth0 Link encap:Ethernet HWaddr 00:50:BA:8F:61:7A
355     inet addr:192.168.0.2 Bcast:192.168.0.255 Mask:255.255.255.0
356     inet6 addr: fe80::50:ba8f:617a/10 Scope:Link
357     UP BROADCAST RUNNING MULTICAST MTU:1500 Metric:1
358     RX packets:1498792 errors:0 dropped:0 overruns:0 frame:0
359     TX packets:1284980 errors:0 dropped:0 overruns:0 carrier:0
360     collisions:1984 txqueuelen:100
361     RX bytes:485691215 (463.1 Mb) TX bytes:123951388 (118.2 Mb)
362     Interrupt:11
363 zhen 1.6 </pre>
364 zhen 1.16 <p>You may want to also try pinging your ISP's DNS server (found in <path>/etc/resolv.conf</path>),
365 zhen 1.14 and a website of choice, just to make sure that your packets are reaching the net, DNS name
366     resolution is working correctly, etc.
367 zhen 1.6 </p>
368 zhen 1.16 <pre caption="Further Network Testing">
369 zhen 1.15 # <c>ping www.some_website.com </c>
370 zhen 1.6 </pre>
371 zhen 1.16 </body>
372     </section>
373     <section>
374     <title>Networking is go!</title>
375     <body>
376     <p>Networking should now be configured and useable. You should be able to use the included
377 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>
378 zhen 1.16 </body>
379     </section>
380     </chapter>
381     <chapter>
382     <title>Partition Configuration</title>
383     <section>
384     <body>
385     <p>Now that the kernel can see the network card and disk controllers, it's time
386 zhen 1.6 to set up disk partitions for Gentoo Linux.
387     </p>
388 zhen 1.16 <p>Here's a quick overview of the standard Gentoo Linux partition layout.
389 zhen 1.6 We're going to create at least three partitions: a swap partition, a root
390     partition (to hold the bulk of Gentoo Linux), and a special boot partition.
391     The boot partition is designed to hold the GRUB or LILO boot loader information as well as
392     your Linux kernel(s). The boot partition gives us a safe place to store
393     everything related to booting Linux. During normal day-to-day Gentoo Linux use,
394     your boot partition should remain <e>unmounted</e>. This prevents your kernel
395     from being made unavailable to GRUB (due to filesystem corruption) in the event
396     of a system crash, preventing the chicken-and-egg problem where GRUB can't read
397     your kernel (since your filesystem isn't consistent) but you can't bring your
398     filesystem back to a consistent state (since you can't boot!)
399     </p>
400 zhen 1.50 <p>Now, on to filesystem types. Right now, you have five filesystem options:
401     XFS, ext2, ext3 (journaling), jfs, and ReiserFS. ext2 is the tried and true Linux
402 zhen 1.6 filesystem but doesn't have metadata journaling. ext3 is the new version of
403     ext2 with both metadata journaling and ordered data writes, effectively
404     providing data journaling as well. ReiserFS is a B*-tree based filesystem
405     that has very good small file performance, and greatly outperforms both ext2 and
406     ext3 when dealing with small files (files less than 4k), often by a factor of
407     10x-15x. ReiserFS also scales extremely well and has metadata journaling.
408     As of kernel 2.4.18+, ReiserFS is finally rock-solid and highly recommended.
409     XFS is a filesystem with metadata journaling that
410 drobbins 1.21 is fully supported under Gentoo Linux's <path>xfs-sources</path> kernel, but
411     is generally not recommended due to its tendency to lose recently-modified
412     data if your system locks up or unexpectedly reboots (due to a power failure, for instance.)
413 zhen 1.50 Finially, jfs is IBM's own high performance journaling filesystem. Since it is obscure, we cannot comment either positvely nor negatively on its stability.</p>
414 zhen 1.16 <p>If you're looking for the most standard filesystem, use ext2. If you're looking
415 zhen 1.6 for the most rugged journalled filesystem, use ext3. If you're looking for a
416     high-performance filesystem with journaling support, use ReiserFS; both ext3 and ReiserFS are
417 drobbins 1.21 mature and refined.
418 zhen 1.6 Here are our basic recommended filesystem
419     sizes and types:
420     </p>
421 zhen 1.16 <table>
422     <tr>
423     <th>Partition</th>
424     <th>Size</th>
425     <th>Type</th>
426     <th>example device</th>
427     </tr>
428     <tr>
429     <ti>boot partition, containing kernel(s) and boot information</ti>
430     <ti>100 Megabytes</ti>
431     <ti>ext2/3 highly recommended (easiest); if ReiserFS then mount with <c>-o notail</c></ti>
432     <ti>/dev/hda1</ti>
433     </tr>
434     <tr>
435     <ti>swap partition (no longer a 128 Megabyte limit)</ti>
436 zhen 1.54 <ti>Generally, unless you are running a server, swapspace can be pretty flexible. Please consult the
437     below table for some loose guidelines on swap space.</ti>
438 zhen 1.16 <ti>Linux swap</ti>
439     <ti>/dev/hda2</ti>
440     </tr>
441     <tr>
442     <ti>root partition, containing main filesystem (/usr, /home, etc)</ti>
443     <ti>&gt;=1.5 Gigabytes</ti>
444     <ti>ReiserFS, ext3 recommended; ext2 ok</ti>
445     <ti>/dev/hda3</ti>
446     </tr>
447     </table>
448 zhen 1.54
449     <table>
450     <tr>
451     <th>Physical RAM</th>
452     <th>Swapspace Size</th>
453     </tr>
454     <tr>
455     <ti>0-48MB RAM</ti>
456     <ti>048-064MB RAM</ti>
457     <ti>064MB-128MB RAM</ti>
458     <ti>128-256MB RAM</ti>
459     <ti>256-512MB RAM</ti>
460     </tr>
461     <tr>
462     <ti>720MB</ti>
463     <ti>702MB</ti>
464     <ti>640MB</ti>
465     <ti>256MB</ti>
466     </tr>
467     </table>
468    
469 drobbins 1.21 <p>Before creating filesystems, you may want to initialize the
470     beginning of your HD using <c>dd</c>. Doing this will ensure that your new filesystem
471     will not be mis-indentified by Linux's mounting code.
472     This can be done as follows:
473 zhen 1.6 </p>
474 zhen 1.16 <pre caption="Initializing first 1024 Sectors of HD">
475 zhen 1.34 # <c>dd if=/dev/zero of=/dev/hdxy bs=1K count=1</c>
476 zhen 1.26 <comment>Replace /dev/hdxy with the device you wish to &quot;clean.&quot;</comment>
477 zhen 1.6 </pre>
478 zhware 1.43 <warn>The command above will destroy all data from <path>/dev/hdxy</path>.
479     Be careful and check twice which partition you specify for zeroing.
480     If you make a mistake it might result in a loss of data.
481     </warn>
482 drobbins 1.21 <p>At this point, create your partitions using <c>fdisk</c>. Note that your partitions
483     should be of type 82 if swap and 83 for regular filesystems (whether ReiserFS, ext2/3 or other). </p>
484     <note><c>cfdisk</c> is included on the install CD, and it is <i>considerably</i> easier to use than
485     <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>
486 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
487 drobbins 1.21 new partition configuration.</note>
488 zhen 1.26 <note>If you are using RAID your partitions will be a little different. You
489 drobbins 1.21 will have the partitions like this: <path>/dev/ataraid/discX/partY</path> X is
490     the arrays you have made, so if you only have made 1 array, then it will be
491     disc0.Y is the partition number as in <path>/dev/hdaY</path> </note>
492 zhen 1.26 <p>Once you've created your partitions, it's time to initialize
493 zhen 1.6 the filesystems that will be used to house our data. Initialize swap as follows:</p>
494 zhen 1.16 <pre caption="Initializing Swap">
495 drobbins 1.1 # <c>mkswap /dev/hda2</c>
496 zhen 1.6 </pre>
497 zhen 1.16 <p>You can use the <c>mke2fs</c> command to create ext2 filesystems.</p>
498     <pre caption="Creating an ext2 Filesystem">
499 drobbins 1.1 # <i>mke2fs /dev/hda1</i>
500 zhen 1.6 </pre>
501 zhen 1.16 <p>To create an XFS filesystem, use the <c>mkfs.xfs</c> command.</p>
502     <pre caption="Creating a XFS Filesystem">
503 drobbins 1.1 # <c>mkfs.xfs /dev/hda3</c>
504 zhen 1.6 </pre>
505 zhen 1.16 <note>
506 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>.
507     The <c>-d agcount=3</c> command will lower
508     the number of allocation groups. XFS will insist on using at least 1 allocation group per 4 GB of your partition,
509     so, for example, if you hava a 20 GB partition you will need a minimum agcount of 5.
510     The <c>-l size=32m</c> command increases the journal size to 32 Mb, increasing performance.
511     </note>
512 zhen 1.16 <warn>
513 zhen 1.6 If you are installing an XFS partition over a previous ReiserFS partition,
514     later attempts to mount may fail without an explicit <c>mount -t xfs</c>.
515     The solution is to zero out the partition before creating the XFS filesystem:
516     <c>dd if=/dev/zero of=/dev/hd<comment>x</comment> bs=1k</c>.
517     </warn>
518 zhen 1.16 <p>If you'd like to use ext3, you can create ext3 filesystems using <c>mke2fs -j</c>.</p>
519     <pre caption="Creating an ext3 Filesystem">
520 drobbins 1.1 # <c>mke2fs -j /dev/hda3</c>
521 zhen 1.6 </pre>
522 seo 1.32 <note>You can find out more about using ext3 under Linux 2.4 at
523     <uri>http://www.zip.com.au/~akpm/linux/ext3/ext3-usage.html</uri>.
524     </note>
525 zhen 1.16 <p>To create ReiserFS filesystems, use the <c>mkreiserfs</c> command.</p>
526     <pre caption="Creating a ReiserFS Filesystem">
527 drobbins 1.1 # <c>mkreiserfs /dev/hda3</c>
528 zhen 1.6 </pre>
529 zhen 1.50
530     <p>To create JFS filesystems, use the <c>mkfs.jfs</c> comamnd.</p>
531     <pre caption="Creating a JFS Filesystem">
532     # <c>mkfs.jfs /dev/hda3</c>
533     </pre>
534    
535 zhen 1.16 </body>
536     </section>
537     </chapter>
538     <chapter>
539     <title>Mount Partitions</title>
540     <section>
541     <body>
542     <p>Now, we'll activate our new swap, since we may need the additional virtual memory that
543 zhen 1.6 provides later:
544     </p>
545 zhen 1.16 <pre caption="Activating Swap">
546 drobbins 1.1 # <c>swapon /dev/hda2</c>
547 zhen 1.6 </pre>
548 zhen 1.16 <p>Next, we'll create the <path>/mnt/gentoo</path> and <path>/mnt/gentoo/boot</path> mountpoints,
549 zhen 1.6 and we'll mount our filesystems to these mountpoints. </p>
550 zhen 1.16 <pre caption="Creating Mount Points">
551 drobbins 1.1 # <c>mkdir /mnt/gentoo</c>
552     # <c>mount /dev/hda3 /mnt/gentoo</c>
553     # <c>mkdir /mnt/gentoo/boot</c>
554     # <c>mount /dev/hda1 /mnt/gentoo/boot</c>
555 zhen 1.6 </pre>
556 zhen 1.26 <p>
557 zhen 1.6 If you are setting up Gentoo
558     Linux with a separate <path>/usr</path> or <path>/var</path>, these would get mounted to
559     <path>/mnt/gentoo/usr</path> and <path>/mnt/gentoo/var</path>, respectively.
560     </p>
561 zhen 1.27 <impo>If your <e>boot</e> partition (the one holding the kernel) is ReiserFS, be sure to mount it
562 zhen 1.6 with the <c>-o notail</c> option so GRUB gets properly installed. Make sure
563     that <c>notail</c> ends up in your new <path>/etc/fstab</path> boot partition entry, too.
564     We'll get to that in a bit.
565     </impo>
566 zhen 1.16 <impo>If you are having problems mounting your boot partition with ext2, try using
567 zhen 1.6 <c>mount /dev/hXX /mnt/gentoo/boot -t ext2 </c> </impo>
568 zhen 1.16 </body>
569     </section>
570     </chapter>
571     <chapter>
572     <title>Obtaining the Desired 'stage-x' Tarball</title>
573     <section>
574     <body>
575 zhen 1.59 <p>If you are using a GRP CD to install, you already have all of the stage
576     tarballs available on the CD.
577     If this is the case, copy the tarball of your choice to <mnt>/mnt/gentoo</mnt>
578     </p>
579 zhen 1.55
580 zhen 1.59 <p>Alternatively, if you do not have a GRP CD, the stage1 tarball is still available on
581     the CD in <path>/mnt/cdrom/gentoo</path>. You will have to download the other stages though,
582     and the best place to download those to is <path>/mnt/gentoo</path>.
583     </p>
584    
585 zhen 1.16 <pre caption="Downloading Required Stages">
586 drobbins 1.1 # <c>cd /mnt/gentoo</c>
587 zhware 1.47 <comment>Use lynx to get the URL for your tarball:</comment>
588 drobbins 1.21 # <c>lynx http://www.ibiblio.org/pub/Linux/distributions/gentoo/releases/1.4_rc2/x86/</c>
589 zhware 1.47 <comment>Use <c>Up</c> and <c>Down</c> arrows keys (or the <c>TAB</c> key) to go to the right directory
590     Highlight the appropriate stage you want to download
591     Press <c>d</c> which will initiate the download
592     Save the file and quit the browser
593    
594     <b>OR</b> use wget from the command line:</comment>
595     # <c>wget <comment>insert URL to the required stage tarball here.</comment></c>
596 zhen 1.6 </pre>
597 zhen 1.16 </body>
598     </section>
599     </chapter>
600     <chapter>
601     <title>Unpacking the Stage Tarballs</title>
602     <section>
603     <body>
604     <p>Now it's time to extract the compressed stage tarball of your choice to <path>/mnt/gentoo</path>.
605 zhen 1.26 Then, we'll <c>chroot</c> over to the new Gentoo Linux build installation to &quot;enter&quot; the new
606 drobbins 1.21 Gentoo Linux system.
607 zhen 1.6 </p>
608 zhen 1.16 <impo>Be sure to use the <c>p</c> option with <c>tar</c>. Forgetting to do this will
609 drobbins 1.21 cause certain files to have incorrect permissions.</impo>
610 zhen 1.16 <p>If you are using the &quot;from scratch, build everything&quot; install method,
611 zhen 1.6 you will want to use the <path>stage1-ix86-1.4_beta.tbz2</path> image.
612     If you're using one of our bigger CDs, you'll also have a choice of a stage2 and stage3 image.
613     These images allow you to save time at the expense of configurability (we've already chosen
614 zhen 1.12 compiler optimizations and default USE variables for you.)
615 zhen 1.6 </p>
616 zhen 1.16 <pre caption="Unpacking the Stages">
617 drobbins 1.1 # <c>cd /mnt/gentoo</c>
618 drobbins 1.21 # <c>tar -xvjpf /mnt/cdrom/gentoo/stage?-*.tbz2</c>
619 drobbins 1.1 # <c>mount -o bind /proc /mnt/gentoo/proc</c>
620 zhen 1.44
621     <!--# <c>mount -o bind /dev /mnt/gentoo/dev</c>
622 drobbins 1.35 <comment>The /dev bind-mount is required for perl to build properly for some people.</comment>
623 zhen 1.44 -->
624 drobbins 1.1 # <c>cp /etc/resolv.conf /mnt/gentoo/etc/resolv.conf</c>
625 zhen 1.6 </pre>
626 zhen 1.30 <p>If you are going to use GRP, now would be a good time to execute the following commands:
627     </p>
628    
629     <pre caption="Getting ready for GRP">
630     # <c>mkdir /mnt/gentoo/GRP</c>
631     # <c>mount -o bind /mnt/cdrom/gentoo/packages /mnt/gentoo/GRP</c>
632     </pre>
633    
634 zhen 1.16 <pre caption="Entering the chroot Environment">
635 drobbins 1.1 # <c>chroot /mnt/gentoo /bin/bash</c>
636     # <c>env-update</c>
637     Regenerating /etc/ld.so.cache...
638     # <c>source /etc/profile</c>
639 zhen 1.49 <comment>The above points your shell to the new paths and updated binaries. </comment>
640 zhen 1.6 </pre>
641 zhen 1.16 <p>After you execute these commands, you'll be &quot;inside&quot; your new Gentoo Linux environment.
642 zhen 1.6 </p>
643 zhen 1.16 </body>
644     </section>
645     </chapter>
646     <chapter>
647     <title>Getting the Current Portage Tree using Rsync</title>
648     <section>
649     <body>
650     <p>Now, you'll need to run <c>emerge sync</c>. This will make sure that
651 zhen 1.6 you have the most current copy of the Portage tree. </p>
652 zhen 1.16 <pre caption="Updating Using Rsync">
653 zhen 1.60
654 zhen 1.6 # <c>emerge sync</c>
655 carpaski 1.64 # <c>export CONFIG_PROTECT="-*"</c>
656     # <c>export USE="-* bootstrap build"</c>
657     # <c>emerge portage</c>
658     # <c>unset USE</c>
659 zhen 1.60 </pre>
660 zhen 1.16 <p>The Portage tree will be downloaded and stored in <path>/usr/portage</path>;
661 zhen 1.6 it's about 90Mb in size without tarballs.
662     </p>
663 zhen 1.60 <note>The <c>export CONFIG_PROTECT=&quot;-*&quot;</c> line ensures that any new scripts
664     installed to <path>/etc</path> will overwrite the old scripts (stored in
665     <path>sys-apps/baselayout</path>), bypassing Portage's new config file
666     management support. Type <c>emerge --help config</c> for more details.</note>
667    
668 zhen 1.16 </body>
669     </section>
670     </chapter>
671     <chapter>
672     <title>Setting Gentoo optimizations (make.conf)</title>
673     <section>
674     <body>
675     <p>Now that you have a working copy of the Portage tree, people using stage1 to
676 zhen 1.6 install will need to bootstrap their Gentoo Linux system as follows. First
677     edit the file <path>/etc/make.conf</path>. In this file, you should set your
678     <c>USE</c> flags, which specify optional functionality that you would
679     like to be built into packages; generally, the defaults (an <e>empty</e>
680     or unset <c>USE</c> variable) are fine.
681     More information on <c>USE</c> flags can be found
682     <uri link="http://www.gentoo.org/doc/en/use-howto.xml">here</uri>.
683 zhen 1.38 A complete list of current USE flags can be found
684     <uri link="http://www.gentoo.org/dyn/use-index.xml">here</uri>.
685 zhen 1.6 </p>
686 zhen 1.16 <p>You also should set appropriate <c>CHOST</c>, <c>CFLAGS</c> and
687 zhen 1.6 <c>CXXFLAGS</c> settings for the kind of system that you are creating
688     (commented examples can be found further down in the file.) Your best friend
689     is <path>man gcc</path> to figure out what additional <c>CFLAGS</c> and
690     <code>CXXFLAGS</code> are available. Search for 'Optimization'.
691     </p>
692 zhen 1.16 <p>If necessary, you can also set proxy information here if you are behind a
693 zhen 1.6 firewall.
694     </p>
695 zhen 1.16 <pre caption="Setting make.conf Options">
696 drobbins 1.1 # <c>nano -w /etc/make.conf</c> <comment>(Adjust these settings)</comment>
697 zhen 1.6 </pre>
698 zhen 1.16 <note>
699 zhen 1.6 People who need to substantially tweak the build process should take a look at
700     the <path>/etc/make.globals</path> file. This file comprises gentoo defaults and
701     should never be touched. If the defaults do not suffice, then new values should
702     be put in <path>/etc/make.conf</path>, as entries in <path>make.conf</path>
703     <comment>override</comment> the entries in <path>make.globals</path>. If you're
704     interested in tweaking USE settings, look in <path>/etc/make.profile/make.defaults</path>.
705 zhen 1.16 If you want to turn off any USE settings found here, add an appropriate <c>USE=&quot;-foo&quot;</c>
706 zhen 1.6 in /etc/make.conf (to turn off the <c>foo</c> USE setting.)
707     </note>
708 zhen 1.16 </body>
709     </section>
710     </chapter>
711     <chapter>
712 zhen 1.18 <title>Starting from Stage1</title>
713 zhen 1.16 <section>
714     <body>
715 zhen 1.18 <p>The stage1 tarball is for ultimate tweakage. If you have picked this tarball,
716     you are most likely looking to have an uber-optimized system. Have fun, because optimization
717     is what Gentoo Linux is all about!
718     </p>
719 zhen 1.16 <p>Now, it's time to start the &quot;bootstrap&quot; process. This process takes about two hours on
720 zhen 1.6 my 1200Mhz AMD Athlon system. During this time, the extracted build image will be prepped
721 zhen 1.18 for compiling the rest of the system. The GNU compiler suite will be built, as well as the GNU C library.
722 zhen 1.6 These are time consuming builds and make up the bulk of the bootstrap process.
723     </p>
724 zhen 1.16 <pre caption="Bootstrapping">
725 drobbins 1.1 # <c>cd /usr/portage</c>
726     # <c>scripts/bootstrap.sh</c>
727 zhen 1.6 </pre>
728 zhen 1.16 <p>The &quot;bootstrap&quot; process will now begin.
729 zhen 1.6 </p>
730 zhen 1.16 <note>
731 zhen 1.6 Portage by default uses <c>/var/tmp</c> during package building, often
732     using several hundred megabytes of temporary storage. If you would like to
733     change where Portage stores these temporary files, set a new PORTAGE_TMPDIR <e>before</e>
734     starting the bootstrap process, as follows:
735     </note>
736 zhen 1.16 <pre caption="Changing Portage's Storage Path">
737     # <c>export PORTAGE_TMPDIR=&quot;/otherdir/tmp&quot;</c>
738 zhen 1.6 </pre>
739 zhen 1.16 <p><c>bootstrap.sh</c> will build <c>binutils</c>, <c>gcc</c>, <c>gettext</c>,
740 zhen 1.6 and <c>glibc</c>, rebuilding <c>binutils</c>, <c>gcc</c>, and <c>gettext</c>
741     after <c>glibc</c>. Needless to say, this process takes a while.
742 zhen 1.27 Have a nice nap. Once this process completes, your system will be equivalent to a &quot;stage2&quot; system,
743 zhen 1.33 which means you can now move on to the stage2 instructions.
744 zhen 1.6 </p>
745 zhen 1.16 </body>
746     </section>
747     </chapter>
748     <chapter>
749 zhen 1.18 <title>Starting from Stage2</title>
750 zhen 1.16 <section>
751     <body>
752 zhen 1.18 <p>The stage2 tarball already has the bootstrapping done for you. All that you have
753     to do is install the rest of the system.
754 zhen 1.6 </p>
755 zhen 1.16 <note>
756 zhen 1.6 If you haven't done so, please edit <path>/etc/make.conf</path> to your flavor.
757     </note>
758 zhen 1.16 <pre caption="Installing the Rest of the System">
759 drobbins 1.1 # <c>emerge -p system</c>
760     <comment>[lists the packages to be installed]</comment>
761     # <c>emerge system</c>
762 zhen 1.6 </pre>
763 zhen 1.60 <p>It's going to take a while
764 zhen 1.6 to finish building the entire base system. Your reward is that it will be
765     thoroughly optimized for your system. The drawback is that you have to find a
766 zhen 1.16 way to keep yourself occupied for some time to come. The author suggests &quot;Star
767 zhen 1.37 Wars - Super Bombad Racing&quot; for the PS2.
768     </p>
769     <p>When this process completes, your system will be the equivalent of a stage3 system. You have
770     a couple of choices on how to continue
771     at this point. You can move onto the stage3 instructions and complete those. Doing that will
772     get your system right up to date with what is in the current Portage tree. This is not necessary,
773     but it is highly recommended. If you do not choose to get up to date with the stage3 instructions,
774     you can move onto the GRP install section. If you do not wish to use GRP, you can move
775     onto <uri link="http://www.gentoo.org/doc/en/gentoo-x86-install.xml#doc_chp16">Chapter 16: Final Steps</uri>.
776 zhen 1.18 </p>
777     </body>
778     </section>
779     </chapter>
780     <chapter>
781     <title>Starting from Stage3</title>
782     <section>
783     <body>
784     <p>The stage3 tarball is already configured for your system. There is not much to do for this stage,
785     but it is a very good idea to update your system to the newest available packages. </p>
786 zhen 1.57
787 zhen 1.18 <note>If you have not already edited <path>/etc/make.conf</path> to fit your specifications,
788     now would be a good time to do so. </note>
789     <pre caption="Getting up-to-date">
790     # <c>emerge sync</c>
791     # <c>emerge -up world</c>
792     <comment>lists [<i>packages</i>] to be installed</comment>
793     # <c>emerge -u world</c>
794     </pre>
795 zhen 1.37 <p>Once you complete this step, you have some options on how to continue. If you are going to be using GRP,
796     please move onto the GRP section. If you are not going to use GRP, you may continue onto
797     <uri link="http://www.gentoo.org/doc/en/gentoo-x86-install.xml#doc_chp16">Chapter 16: Final Steps</uri>.
798 zhen 1.27 </p>
799 zhen 1.18 </body>
800     </section>
801     </chapter>
802     <chapter>
803 zhen 1.26 <title>Using GRP</title>
804     <section>
805     <body>
806 zhen 1.28 <p>You can take advantage of pre-built GRP package sets to avoid compiling certain popular and large packages. Currently, we provide full builds of everything you need for <c>openoffice-bin</c>,
807 zhen 1.27 <c>GNOME</c>, <c>KDE</c> and <c>xfree</c>.
808     </p>
809 seo 1.41 <p>First, you will need to <c>cd</c> to the location of the packages directory. We have already
810     mounted the directory at <path>/GRP</path>. In that directory you
811 zhen 1.27 will find the <c>grp-install.sh</c> script, an <i>All</i> directory that contains all of the binary
812     packages, and a list of available GRP packages. To install any/all of these
813     package sets you should do the following: </p>
814 zhen 1.26 <pre caption="Using GRP">
815 seo 1.41 # <c>cd /GRP</c>
816 zhen 1.27 # <c>sh grp-install.sh &lt;list of package lists&gt;</c>
817     <comment>where &lt;list of package lists&gt; may be any of the *-list.txt files found in the same directory.</comment>
818 drobbins 1.21 </pre>
819 zhen 1.27 <p><c>grp-install.sh</c> can be run multiple times without replacing existing installations. You can
820     do a <c>sh grp-install.sh</c> for a basic usage description if you are still a bit foggy.
821     </p>
822 zhen 1.26 </body>
823     </section>
824     </chapter>
825 drobbins 1.21 <chapter>
826 zhen 1.61 <title>Setting your Timezone</title>
827 zhen 1.18 <section>
828     <body>
829     <p>At this point, you should have system that's ready for final configuration.
830     We'll start the configuration process by setting the timezone. By setting the timezone before building
831     the kernel we ensure that users get reasonable <c>uname -a</c> output.
832     </p>
833     <p>Look for your timezone (or GMT if you using Greenwich Mean Time) in
834     <path>/usr/share/zoneinfo</path>. Then, make a symbolic link by typing:
835     </p>
836     <pre caption="Creating a symbolic link for timezome">
837     # <c>ln -sf /usr/share/zoneinfo/path/to/timezonefile /etc/localtime</c>
838     </pre>
839     <p>You might also want to check <path>/etc/rc.conf</path> to make sure your timezone settings
840     are correct.
841 zhen 1.6 </p>
842 zhen 1.16 </body>
843     </section>
844     </chapter>
845     <chapter>
846 zhen 1.61 <title>Installing the kernel and a System Logger</title>
847 zhen 1.16 <section>
848     <body>
849     <note>
850 zhen 1.6 If you haven't done so, please edit <path>/etc/make.conf</path> to your flavor.
851     </note>
852 zhen 1.16 <p>You now need to merge Linux source ebuilds. Here are the ones we currently
853 zhen 1.6 offer:
854     </p>
855 zhen 1.16 <table>
856     <tr>
857     <th>ebuild</th>
858     <th>description</th>
859     </tr>
860     <tr>
861     <ti>
862     <path>gentoo-sources</path>
863     </ti>
864 drobbins 1.21 <ti>Our own performance and functionality-enhanced kernel does not include XFS support.</ti>
865 zhen 1.16 </tr>
866     <tr>
867     <ti>
868     <path>xfs-sources</path>
869     </ti>
870 drobbins 1.21 <ti>Highly-compatible kernel with XFS support.</ti>
871 zhen 1.16 </tr>
872     <tr>
873     <ti>
874     <path>openmosix-sources</path>
875     </ti>
876     <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>
877     </tr>
878     <tr>
879     <ti>
880     <path>usermode-sources</path>
881     </ti>
882     <ti>A stock Linux kernel source tree patched with support for User-Mode Linux. (&quot;Linux inside Linux&quot; technology)</ti>
883     </tr>
884     <tr>
885     <ti>
886     <path>vanilla-sources</path>
887     </ti>
888     <ti>A stock Linux kernel source tree, just like you'd get from kernel.org</ti>
889     </tr>
890     </table>
891 drobbins 1.21 <warn>
892     If you are configuring your own kernel, be careful with the <i>grsecurity</i> option. Being too aggressive with your
893     security settings can cause certain programs (such as X) to not run properly. If in doubt, leave it out.
894 zhen 1.6 </warn>
895 drobbins 1.21 <p>Choose a kernel and then merge as follows:</p>
896 zhen 1.16 <pre caption="Emerging Kernel Sources">
897 drobbins 1.1 # <c>emerge sys-kernel/gentoo-sources</c>
898 zhen 1.6 </pre>
899 zhen 1.16 <p>Once you have a Linux kernel source tree available, it's time to compile your own custom kernel.
900 zhen 1.6 </p>
901 zhen 1.38 <p>Please note that <path>/usr/src/linux</path> is a symlink to your current emerged kernel source package,
902     which is set automatically by Portage at emerge time.
903     If you have multiple kernel source packages, it is necessary to set the <path>/usr/src/linux</path> symlink
904     to the correct one before proceeding.
905     </p>
906 zhen 1.16 <pre caption="Compiling the Linux Kernel">
907 drobbins 1.1 # <c>cd /usr/src/linux</c>
908 zhen 1.46 # <c>source /etc/profile</c>
909 zhen 1.49 <comment>Again, this updates your paths. If you get an error saying gcc is not found,
910     this is what you may have to do. </comment>
911 drobbins 1.1 # <c>make menuconfig</c>
912     # <c>make dep &amp;&amp; make clean bzImage modules modules_install</c>
913     # <c>mv /boot/bzImage /boot/bzImage.orig</c>
914     <comment>[if bzImage already exists]</comment>
915     # <c>cp /usr/src/linux/arch/i386/boot/bzImage /boot</c>
916 zhen 1.6 </pre>
917 zhen 1.16 <warn>For your kernel to function properly, there are several options that you will
918 zhen 1.6 need to ensure are in the kernel proper -- that is, they should <i>be enabled and not
919 zhen 1.16 compiled as modules</i>. You will need to enable the <i>&quot;Code maturity
920     level options --&gt; Prompt for development and/or incomplete code/drivers&quot;</i>
921 zhen 1.6 option to see several of these selections.
922 zhen 1.50 Under the &quot;File systems&quot; section, be sure to enable the <i>&quot;/dev&quot; file system support</i> (note that
923 zhen 1.16 you <e>don't</e> need to enable the &quot;/dev/pts file system support&quot; option). You'll also
924     need to enable the <i>&quot;Virtual Memory Filesystem&quot;</i>. Be sure to enable &quot;ReiserFS&quot; if you have
925     any ReiserFS partitions; the same goes for &quot;Ext3&quot;. If you're using XFS, enable the
926     &quot;SGI XFS filesystem support&quot;
927 zhen 1.6 option. It's always a good idea to leave ext2
928     enabled whether you are using it or not. Also, most people using IDE hard drives will
929 zhen 1.16 want to enable the &quot;USE DMA by default&quot; option; otherwise, your IDE drives may perform
930     very poorly. Of course, remember to enable &quot;IDE disk&quot; support as well -- otherwise your
931 zhen 1.6 kernel won't be able to see your IDE disks.
932     </warn>
933 zhen 1.16 <p>If you are using hardware RAID you will need to enable a couple more options in the kernel:
934 zhen 1.6 For Highpoint RAID controllers select hpt366 chipset support, support for IDE RAID controllers and Highpoint
935     370 software RAID.For Promise RAID controllers select PROMISE PDC202{46|62|65|67|68|69|70} support,
936     support for IDE RAID
937     controllers and Support Promise software RAID (Fasttrak(tm))
938     </p>
939 zhen 1.16 <p>If you use PPPoE to connect to Internet, you will need the following
940 zhen 1.6 options in the kernel (built-in or as preferably as modules) :
941 zhen 1.16 &quot;PPP (point-to-point protocol) support&quot;, &quot;PPP support for async serial ports&quot;,
942     &quot;PPP support for sync tty ports&quot;. The two compression options won't harm but
943     are not definitely needed, neither does the &quot;PPP over Ethernet&quot; option,
944 zhen 1.6 that might only be used by <i>rp-pppoe</i> when configured to do kernel mode PPPoE.
945     </p>
946 zhen 1.16 <p>If you have an IDE cd burner, then you need to enable SCSI emulation in the
947     kernel. Turn on &quot;ATA/IDE/MFM/RLL support&quot; ---&gt; &quot;IDE, ATA and ATAPI Block
948     devices&quot; ---&gt; &quot;SCSI emulation support&quot; (I usually make it a module), then
949     under &quot;SCSI support&quot; enable &quot;SCSI support&quot;, &quot;SCSI CD-ROM support&quot; and
950     &quot;SCSI generic support&quot; (again, I usually compile them as modules). If you
951     also choose to use modules, then <c>echo -e &quot;ide-scsi\nsg\nsr_mod&quot;
952     &gt;&gt; /etc/modules.autoload</c> to have them automatically added at boot time.
953 zhen 1.6 </p>
954 zhen 1.16 <note>
955 zhen 1.6 For those who prefer it,
956     it is now possible to install Gentoo Linux with a 2.2 kernel.
957 drobbins 1.21 However, doing this comes at a price:
958 zhen 1.6 you will lose many of the nifty features that
959     are new to the 2.4 series kernels (such as XFS and tmpfs
960     filesystems, iptables, and more), although the 2.2 kernel sources can be
961 drobbins 1.21 patched with ReiserFS and devfs support.
962     Gentoo linux boot scripts require either tmpfs or ramdisk support in the kernel, so
963 zhen 1.6 2.2 kernel users need to make sure that ramdisk support is compiled in (ie, not a module).
964     It is <comment>vital</comment> that a <e>gentoo=notmpfs</e> flag be added to the kernel
965     line in <path>/boot/grub/grub.conf</path> for the 2.2 kernel so that a ramdisk is mounted
966     for the bootscripts instead of tmpfs. If you choose not to use devfs, then
967     <e>gentoo=notmpfs,nodevfs</e> should be used instead.
968     </note>
969 zhen 1.16 <p>Your new custom kernel (and modules) are now installed. Now you need to choose a system
970 zhen 1.6 logger that you would like to install. We offer sysklogd, which is the traditional set
971     of system logging daemons. We also have msyslog and syslog-ng as well as metalog. Power users seem
972     to gravitate away from sysklogd (not very good performance) and towards the
973     newer alternatives.
974     If in doubt, you may want to try metalog, since it seems to be quite popular.
975     To merge your logger of choice, type <e>one</e> of the next four lines:
976     </p>
977 zhen 1.16 <pre caption="Emerging System Logger of Choice">
978 drobbins 1.1 # <c>emerge app-admin/sysklogd</c>
979     # <c>rc-update add sysklogd default</c>
980     <comment>or</comment>
981     # <c>emerge app-admin/syslog-ng</c>
982     # <c>rc-update add syslog-ng default</c>
983     <comment>or</comment>
984     # <c>emerge app-admin/metalog</c>
985     # <c>rc-update add metalog default</c>
986     <comment>or</comment>
987     # <c>emerge app-admin/msyslog</c>
988     # <c>rc-update add msyslog default</c>
989 zhen 1.6 </pre>
990 zhen 1.16 <warn>
991 zhen 1.6 In the case of syslog-ng you need to create
992     <path>/etc/syslog-ng/syslog-ng.conf</path>.
993     See <path>/etc/syslog-ng</path>
994     for a sample configuration file.
995     </warn>
996 zhen 1.16 <impo>
997 zhen 1.6 Metalog flushes output to the disk in blocks, so messages aren't immediately recorded into
998     the system logs. If you are trying to debug a daemon, this performance-enhancing behavior
999     is less than helpful. When your Gentoo Linux system is up and running, you can send
1000     metalog a USR1 signal to temporarily turn off this message buffering (meaning that
1001     <i>tail -f <path>/var/log/everything/current</path></i> will now work
1002     in real time, as expected),
1003     and a USR2 signal to turn buffering back on
1004 zhen 1.39 again. If you want to disable buffering permanently, you can change METALOG_OPTS="-B" to METALOG_OPTS="-B -s"
1005     in <path>/etc/conf.d/metalog</path>.
1006 zhen 1.6 </impo>
1007 zhen 1.16 <p>Now, you may optionally choose a cron package that you'd like to use.
1008 zhen 1.6 Right now, we offer dcron, fcron and vcron. If you don't know which one to choose,
1009     you might as well grab vcron. They can be installed as follows:
1010     </p>
1011 zhen 1.16 <pre caption="Choosing a CRON Daemon">
1012 drobbins 1.1 # <c>emerge sys-apps/dcron</c>
1013     # <c>crontab /etc/crontab</c>
1014     <comment>or</comment>
1015     # <c>emerge sys-apps/fcron</c>
1016     # <c>crontab /etc/crontab</c>
1017     <comment>or</comment>
1018     # <c>emerge sys-apps/vcron</c>
1019 zhen 1.2 <comment>You do not need to run <c>crontab /etc/crontab</c> if using vcron. </comment>
1020 drobbins 1.1 <comment>Don't forget to add your *cron to the proper init level. </comment>
1021     # <c>rc-update add *cron default </c>
1022 zhen 1.6 </pre>
1023 zhen 1.26 <!--<p>For more information how how cron works under Gentoo Linux,
1024 drobbins 1.21 see <uri link="http://lists.gentoo.org/pipermail/gentoo-announce/2002-April/000151.html">this announcement</uri>.</p>-->
1025 zhen 1.16 <p>For more information on starting programs and daemons at startup, see the
1026 drobbins 1.21 <uri link="/doc/en/rc-scripts.xml">rc-script guide</uri>.
1027 zhen 1.6 </p>
1028 zhen 1.16 </body>
1029     </section>
1030     </chapter>
1031     <chapter>
1032 zhen 1.61 <title>Installing miscellany necessary packages</title>
1033 zhen 1.16 <section>
1034     <body>
1035     <p>If you need rp-pppoe to connect to the net, be aware that at this point
1036 zhen 1.6 it has not been installed. It would be the good time to do it. </p>
1037 zhen 1.16 <pre caption="Installing rp-pppoe">
1038 zhen 1.40 # <c>USE="-X" emerge rp-pppoe</c>
1039 zhen 1.6 </pre>
1040 zhen 1.40
1041     <note>The <i>USE="-X"</i> prevents pppoe from installing its optional X interface, which is a good thing,
1042     because X and its dependencies would also be emerged. You can always recompile <i>rp-pppoe</i> with
1043     X support later.
1044     </note>
1045 zhen 1.16 <note> Please note that the rp-pppoe is built but not configured.
1046 zhen 1.6 You will have to do it again using <c>adsl-setup</c> when you boot into your Gentoo system
1047     for the first time.
1048     </note>
1049 zhen 1.16 <p>You may need to install some additional packages in the Portage tree
1050 zhen 1.6 if you are using any optional features like XFS, ReiserFS or LVM. If you're
1051 zhen 1.50 using XFS, you should emerge the <c>xfsprogs</c> package:
1052 zhen 1.6 </p>
1053 zhen 1.16 <pre caption="Emerging Filesystem Tools">
1054 drobbins 1.1 # <c>emerge sys-apps/xfsprogs</c>
1055     <comment>If you'd like to use ReiserFS, you should emerge the ReiserFS tools: </comment>
1056 zhen 1.50 # <c>emerge sys-apps/reiserfsprogs</c>
1057     <comment>If you'd like to use JFS, you should emerge the JFS tools: </comment>
1058     # <c>emerge jfsutils</c>
1059 drobbins 1.1 <comment>If you're using LVM, you should emerge the <c>lvm-user</c> package: </comment>
1060 drobbins 1.21 # <c>emerge sys-apps/lvm-user</c>
1061 zhen 1.6 </pre>
1062 zhen 1.16 <p>If you're a laptop user and wish to use your PCMCIA slots on your first
1063 zhen 1.6 real reboot, you'll want to make sure you install the <i>pcmcia-cs</i> package.
1064     </p>
1065 zhen 1.16 <pre caption="Emerging PCMCIA-cs">
1066 drobbins 1.1 # <c>emerge sys-apps/pcmcia-cs</c>
1067 zhen 1.6 </pre>
1068 zhen 1.16 <warn>You will have to re-emerge <i>pcmcia-cs</i> after installation to get PCMCIA
1069 zhen 1.10 to work.
1070     </warn>
1071 zhen 1.16 </body>
1072     </section>
1073     </chapter>
1074     <chapter>
1075 zhen 1.61 <title>Modifying /etc/fstab for your machine</title>
1076 zhen 1.16 <section>
1077     <body>
1078     <p>Your Gentoo Linux system is almost ready for use. All we need to do now is configure
1079 zhen 1.6 a few important system files and install the GRUB boot loader.
1080     The first file we need to
1081     configure is <path>/etc/fstab</path>. Remember that you should use
1082     the <c>notail</c> option for your boot partition if you chose to create a ReiserFS filesystem on it.
1083     Remember to specify <c>ext2</c>, <c>ext3</c> or <c>reiserfs</c> filesystem types as appropriate.
1084     </p>
1085 zhen 1.16 <p>Use something like the <path>/etc/fstab</path> listed below, but of course be sure to replace &quot;BOOT&quot;,
1086     &quot;ROOT&quot; and &quot;SWAP&quot; with the actual block devices you are using (such as <c>hda1</c>, etc.)</p>
1087     <pre caption="Editing fstab"><comment>
1088 drobbins 1.1 # /etc/fstab: static file system information.
1089     #
1090 zhware 1.31 # noatime turns off atimes for increased performance (atimes normally aren't
1091 drobbins 1.1 # needed; notail increases performance of ReiserFS (at the expense of storage
1092     # efficiency). It's safe to drop the noatime options if you want and to
1093     # switch between notail and tail freely.
1094    
1095     # &lt;fs&gt; &lt;mountpoint&gt; &lt;type&gt; &lt;opts&gt; &lt;dump/pass&gt;
1096    
1097     # NOTE: If your BOOT partition is ReiserFS, add the notail option to opts.
1098     </comment>
1099     /dev/BOOT /boot ext2 noauto,noatime 1 2
1100     /dev/ROOT / ext3 noatime 0 1
1101     /dev/SWAP none swap sw 0 0
1102     /dev/cdroms/cdrom0 /mnt/cdrom iso9660 noauto,ro 0 0
1103     proc /proc proc defaults 0 0
1104 zhen 1.6 </pre>
1105 zhen 1.16 <warn>Please notice that <i>/boot</i> is NOT mounted at boottime.
1106 zhen 1.6 This is to protect the data in <i>/boot</i> from
1107     corruption. If you need to access <i>/boot</i>, please mount it!
1108     </warn>
1109 zhen 1.16 </body>
1110     </section>
1111     </chapter>
1112     <chapter>
1113 zhen 1.61 <title>Setting the Root Password</title>
1114 zhen 1.16 <section>
1115     <body>
1116     <p>Before you forget, set the root password by typing: </p>
1117     <pre caption="Setting the root Password">
1118     # <c>passwd</c>
1119 zhen 1.56 </pre>
1120    
1121     <p>You will also want to add a non-root user for everyday use. Please consult
1122     the <uri link="http://www.gentoo.org/doc/en/faq.xml">Gentoo FAQ</uri>.
1123     </p>
1124 zhen 1.16 </body>
1125     </section>
1126     </chapter>
1127     <chapter>
1128 zhen 1.61 <title>Setting your Hostname</title>
1129 zhen 1.16 <section>
1130     <body>
1131     <p>Edit this file so that it contains your fully-qualified domain name on a single line,
1132 zhen 1.6 i.e. <c>mymachine.mydomain.com</c>.
1133     </p>
1134 zhen 1.16 <pre caption="Configuring Hostname">
1135     # <c>echo mymachine.mydomain.com &gt; /etc/hostname</c>
1136 zhen 1.6 </pre>
1137 zhen 1.16 </body>
1138     </section>
1139     </chapter>
1140     <chapter>
1141 zhen 1.61 <title>Modifying /etc/hosts</title>
1142 zhen 1.16 <section>
1143     <body>
1144     <p>This file contains a list of ip addresses and their associated hostnames.
1145 zhen 1.6 It's used by the system to resolve the IP addresses
1146     of any hostnames that may not be in your nameservers. Here's a template for this file:
1147     </p>
1148 zhen 1.16 <pre caption="Hosts Template">
1149 drobbins 1.1 127.0.0.1 localhost
1150     <comment># the next line contains your IP for your local LAN, and your associated machine name</comment>
1151     192.168.1.1 mymachine.mydomain.com mymachine
1152 zhen 1.6 </pre>
1153 zhen 1.16 <note>If you are on a DHCP network, it might be helpful to set <i>localhost</i> to your machine's
1154 zhen 1.6 actual hostname. This will help GNOME and many other programs in name resolution.
1155     </note>
1156 zhen 1.16 </body>
1157     </section>
1158     </chapter>
1159     <chapter>
1160     <title>Final Network Configuration</title>
1161     <section>
1162     <body>
1163     <p>Add the names of any modules that are necessary for the proper functioning of your system to
1164 zhen 1.6 <path>/etc/modules.autoload</path> file (you can also add any options you
1165     need to the same line.) When Gentoo Linux boots, these modules will be automatically
1166     loaded. Of particular importance is your ethernet card module, if you happened to compile
1167     it as a module:
1168     </p>
1169 stocke2 1.29 <pre caption="/etc/modules.autoload"><comment>This is assuming that you are using a 3com card.
1170     Check <path>/lib/modules/`uname -r`/kernel/drivers/net</path> for your card. </comment>
1171 drobbins 1.1 3c59x
1172 zhen 1.6 </pre>
1173 zhen 1.16 <p>Edit the <path>/etc/conf.d/net</path> script to get your network configured for your
1174 zhen 1.6 first boot: </p>
1175 zhen 1.16 <pre caption="Boottime Network Configuration">
1176 drobbins 1.1 # <c>nano -w /etc/conf.d/net</c>
1177     # <c>rc-update add net.eth0 default</c>
1178 zhen 1.6 </pre>
1179 zhen 1.16 <p>If you have multiple network cards you need to create additional <path>net.eth<comment>x</comment></path>
1180 zhen 1.6 scripts for each one (<comment>x</comment> = 1, 2, ...): </p>
1181 zhen 1.16 <pre caption="Multiple Network Interfaces">
1182 drobbins 1.1 # <c>cd /etc/init.d</c>
1183     # <c>cp net.eth0 net.eth<comment>x</comment></c>
1184     # <c>rc-update add net.eth<comment>x</comment> default</c>
1185 zhen 1.6 </pre>
1186 zhen 1.16 <p>If you have a PCMCIA card installed, have a quick look into
1187 zhen 1.6 <path>/etc/init.d/pcmcia</path> to verify that things seem all right for your setup,
1188 zhen 1.45 then add this line to the top of <path>/etc/init.d/net.ethx</path>:
1189 zhen 1.6 </p>
1190 zhen 1.16 <pre caption="PCMCIA depend in /etc/init.d/net.ethx">
1191 drobbins 1.1 depend() {
1192     need pcmcia
1193     }
1194 zhen 1.6 </pre>
1195 zhen 1.16 <p>This makes sure that the PCMCIA drivers are autoloaded whenever your network is loaded.
1196 zhen 1.10 </p>
1197 zhen 1.16 </body>
1198     </section>
1199     </chapter>
1200     <chapter>
1201     <title>Final steps: Configure Basic Settings (including the international keymap setting)</title>
1202     <section>
1203     <body>
1204     <pre caption="Basic Configuration">
1205 drobbins 1.1 # <c>nano -w /etc/rc.conf</c>
1206 zhen 1.6 </pre>
1207 zhen 1.16 <p>Follow the directions in the file to configure the basic settings.
1208 zhen 1.6 All users will want to make sure that <c>CLOCK</c> is set to his/her
1209     liking. International keyboard users will want to set the <c>KEYMAP</c>
1210     variable (browse <path>/usr/share/keymaps</path> to see the various
1211     possibilities).
1212     </p>
1213 zhen 1.16 </body>
1214     </section>
1215     </chapter>
1216     <chapter>
1217 zhen 1.61 <title>Configure a Bootloader</title>
1218 zhen 1.49 <section>
1219     <title>Notes</title>
1220     <body>
1221     <p> In the spirit of Gentoo, users now have more than one bootloader to choose from.
1222     Using our virtual package system, users are now able to choose between both GRUB and
1223     LILO as their bootloaders.
1224     </p>
1225     <p> Please keep in mind that having both bootloaders installed is not necessary.
1226     In fact, it can be a hinderance, so please only choose one.
1227     </p>
1228 drobbins 1.69 <impo>If you are installing Gentoo Linux on a system with an NVIDIA nForce or nForce2 chipset
1229     with an integrated GeForce graphics card, you should use LILO and avoid GRUB. With on-board
1230     video enabled, the low memory area of your RAM is used as video RAM. Since GRUB also uses low
1231     memory at boot time, it will experience an "out of memory" condition. So, if you have an nForce
1232     or potentially other board with on-board video, use LILO. Even if you're using off-board video
1233     right now, it'd be nice to be able to remove the graphics card and use the on-board video in a
1234     pinch, wouldn't it? :)</impo>
1235    
1236 zhen 1.49 </body>
1237     </section>
1238 zhen 1.16 <section>
1239 zhen 1.49 <title>Configuring GRUB</title>
1240 zhen 1.16 <body>
1241     <p>The most critical part of understanding GRUB is getting comfortable with how GRUB
1242 zhen 1.6 refers to hard drives and partitions. Your Linux partition <path>/dev/hda1</path> is called
1243     <path>(hd0,0)</path> under GRUB. Notice the parenthesis around the hd0,0 - they are required.
1244 zhen 1.16 Hard drives count from zero rather than &quot;a&quot;, and partitions start at zero rather than one.
1245 zhen 1.6 Be aware too that with the hd devices, only harddrives are counted, not atapi-ide devices such as
1246     cdrom players, burners, and that the same construct can be used with scsi drives.
1247     (Normally they get higher numbers than ide drives except when the bios is configured
1248     to boot from scsi devices.) Assuming you have a harddrive on /dev/hda, a cdrom player on /dev/hdb,
1249     a burner on /dev/hdc and a second hardrive on /dev/hdd, for example, and no scsi harddrive
1250     <path>/dev/hdd7</path> gets translated to <path>(hd1,6)</path>.
1251    
1252     It might sound tricky, and tricky it is indeed, but as we will see, grub
1253     offers a tab completion mechanism that comes handy for those of you having
1254     a lot of harddrives and partitions and who are a little lost in the
1255     grub numbering scheme. Having gotten the feel for that,
1256     it's time to install GRUB.
1257     </p>
1258 zhen 1.16 <p>The easiest way to install GRUB is to simply type <c>grub</c> at your chrooted shell prompt: </p>
1259     <pre caption="Installing GRUB">
1260 zhen 1.51 # <c>emerge grub</c>
1261 drobbins 1.1 # <c>grub</c>
1262 zhen 1.6 </pre>
1263 zhen 1.16 <impo>If you are using hardware RAID this part will not work at
1264 zhen 1.6 this time.
1265     Skip to the section on making your <path>grub.conf</path>. After that we will complete the
1266     grub setup for RAID controllers
1267     </impo>
1268 zhen 1.16 <p>You'll be presented with the <c>grub&gt;</c> grub
1269 zhen 1.6 command-line prompt. Now, you need to type in the
1270     right commands to install the GRUB boot record onto your hard drive. In my example configuration,
1271     I want to install the GRUB boot record on my hard drive's MBR (master boot record), so that
1272     the first thing I see when I turn on the computer is the GRUB prompt. In my case, the commands
1273     I want to type are:
1274     </p>
1275 zhen 1.68
1276     <pre caption="GRUB on the MBR">
1277     grub&gt; <c>root (hd0,0)</c> <codenote>Your boot partition</codenote>
1278     grub&gt; <c>setup (hd0)</c> <codenote>Where the boot record is installed, here, it is the MBR</codenote>
1279     </pre>
1280    
1281     <pre caption="GRUB not on the MBR">
1282 zhen 1.53 <comment>Alternatively, if you wanted to install the bootloader somewhere other than the MBR</comment>
1283 zhen 1.68 grub&gt; <c>root (hd0,0)</c> <codenote>Your boot partition</codenote>
1284     grub&gt; <c>setup (hd0,4)</c> <codenote>Where the boot record is installed, here it is /dev/hda5</codenote>
1285 drobbins 1.1 grub&gt; <c>quit</c>
1286 zhen 1.68 </pre>
1287    
1288     <p>Here's how the two commands work. The first <c>root ( )</c> command tells GRUB
1289 zhen 1.6 the location of your boot partition (in our example, <path>/dev/hda1</path> or
1290     <path>(hd0,0)</path> in GRUB terminology. Then, the second <c>setup ( )
1291     </c> command tells GRUB where to install the
1292     boot record - it will be configured to look for its special files at the <c>root
1293     ( )</c> location that you specified. In my case, I want the boot record on the
1294     MBR of the hard drive, so I simply specify <path>/dev/hda</path> (also known as <path>(hd0)</path>).
1295     If I were using another boot loader and wanted to set up GRUB as a secondary boot-loader, I
1296     could install GRUB to the boot record of a particular partition. In that case,
1297     I'd specify a particular partition rather than the entire disk. Once the GRUB
1298     boot record has been successfully installed, you can type <c>quit</c> to quit GRUB.
1299 zhen 1.52 </p>
1300 zhen 1.6
1301     <note> The tab completion mechanism of grub can be used from within grub,
1302     assuming you wrote <c> root (</c> and that you hit the TAB key, you would
1303     be prompted with a list of the available devices (not only harddrives),
1304     hitting the TAB key having written <c> root (hd</c>, grub would print the
1305     available harddrives and hitting the TAB key after writing <c> root (hd0,</c>
1306     would make grub print the list of partitions on the first harddrive.
1307    
1308     Checking the syntax of the grub location with completion should really help
1309     to make the right choice.
1310     </note>
1311    
1312 zhen 1.52 <p>
1313 zhen 1.6 Gentoo Linux is now
1314     installed, but we need to create the <path>/boot/grub/grub.conf</path> file so that
1315     we get a nice GRUB boot menu when the system reboots. Here's how to do it.
1316     </p>
1317 zhen 1.16 <impo>To ensure backwards compatibility with GRUB, make sure to make a link from
1318 zhen 1.6 <i>grub.conf</i> to <i>menu.lst</i>. You can do this by doing
1319     <c>ln -s /boot/grub/grub.conf /boot/grub/menu.lst </c>. </impo>
1320 zhen 1.16 <p>Now, create the grub.conf file (<c>nano -w /boot/grub/grub.conf</c>), and add the following to it:
1321 zhen 1.6 </p>
1322 zhen 1.16 <pre caption="Grub.conf for GRUB">
1323 drobbins 1.1 default 0
1324     timeout 30
1325     splashimage=(hd0,0)/boot/grub/splash.xpm.gz
1326    
1327     title=My example Gentoo Linux
1328     root (hd0,0)
1329 zhen 1.51 kernel (hd0,0)/boot/bzImage root=/dev/hda3
1330 drobbins 1.1
1331     <comment> #Below is for setup using hardware RAID</comment>
1332     title=My Gentoo Linux on RAID
1333     root (hd0,0)
1334 zhen 1.63 kernel (hd0,0)/boot/bzImage root=/dev/ataraid/dXpY
1335 drobbins 1.1
1336     <comment># Below needed only for people who dual-boot</comment>
1337     title=Windows NT Workstation
1338     root (hd0,5)
1339 zhen 1.67 chainloader (hd0,5)+1
1340 zhen 1.6 </pre>
1341 zhen 1.16 <note>
1342 zhen 1.6 (hd0,0) should be written without any spaces inside the parentheses.
1343     </note>
1344 zhen 1.16 <impo>
1345 zhen 1.6 If you set up scsi emulation for an IDE cd burner earlier, then to get it to
1346 zhen 1.16 actually work you need to add an &quot;hdx=ide-scsi&quot; fragment to the kernel
1347     line in grub.conf (where &quot;hdx&quot; should be the device for your cd burner).
1348 zhen 1.6 </impo>
1349 zhen 1.16 <p>After saving this file, Gentoo Linux installation is complete. Selecting the first option will
1350 zhen 1.6 tell GRUB to boot Gentoo Linux without a fuss. The second part of the grub.conf file is optional,
1351     and shows you how to use GRUB to boot a bootable Windows partition.
1352     </p>
1353 zhen 1.16 <note>Above, <path>(hd0,0)</path> should point to your &quot;boot&quot; partition
1354 zhen 1.6 (<path>/dev/hda1</path> in our example config) and <path>/dev/hda3</path> should point to
1355     your root filesystem. <path>(hd0,5)</path> contains the NT boot
1356     loader.
1357 zhware 1.9 </note>
1358 zhen 1.16 <note>
1359 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>.
1360 zhen 1.6 </note>
1361 zhen 1.16 <p>If you need to pass any additional options to the kernel, simply
1362 zhen 1.6 add them to the end of the <c>kernel</c> command. We're already passing one option
1363     (<c>root=/dev/hda3</c>), but you can pass others as well. In particular, you can
1364     turn off devfs by default (not recommended unless you know what you're doing) by
1365     adding the <c>gentoo=nodevfs</c> option to the <c>kernel</c> command.
1366     </p>
1367 zhen 1.16 <note>Unlike in earlier versions of Gentoo Linux, you no longer have to add
1368 zhen 1.6 <c>devfs=mount</c> to the end of the <c>kernel</c> line to enable devfs. In rc6
1369     devfs is enabled by default.
1370     </note>
1371 zhen 1.16 </body>
1372     </section>
1373 zhen 1.49 <section>
1374     <title>Configuring LILO</title>
1375 zhen 1.16 <body>
1376 drobbins 1.21 <p>While GRUB may be the new alternative for most people, it is not always the best choice.
1377     LILO, the LInuxLOader, is the tried and true workhorse of Linux bootloaders. Here's how to install
1378     LILO if you would like to use it instead of GRUB:
1379 zhen 1.16 </p>
1380     <p>The first step is to emerge LILO:
1381     </p>
1382     <pre caption="Emerging LILO">
1383     # <c>emerge lilo</c>
1384     </pre>
1385     <p>Now it is time to configure LILO. I will give you a small <i>lilo.conf</i> to use, and I will explain
1386     the different parts of the file.
1387     </p>
1388     <pre caption="Example lilo.conf">
1389     boot=/dev/hda
1390     map=/boot/map
1391     install=/boot/boot.b
1392     prompt
1393     timeout=50
1394     message=/boot/message
1395     lba32
1396     default=linux
1397    
1398     image=/boot/vmlinuz-2.4.20
1399     label=linux
1400     read-only
1401     root=/dev/hda5
1402    
1403     #For dual booting windows/other OS
1404     other=/dev/hda1
1405     label=dos
1406    
1407     </pre>
1408 zhen 1.52 <ul>
1409 zhen 1.16 <li><i>boot=/dev/hda</i> tells LILO to install itself on the first hard disk on the first IDE controller. </li>
1410     <li><i>map=/boot/map</i> states the map file. In normal use, this should not be modified. </li>
1411     <li><i>install=/boot/boot.b</i> tells LILO to install the specified file as the new boot sector.
1412     In normal use, this should not be altered. If the install line is missing, LILO will
1413     assume a default of /boot/boot.b as the file to be used. </li>
1414     <li>The existence of <i>prompt</i> tells LILO to show you whatever is referenced in the message line.
1415     While it is not recommended that you remove the prompt line, if you do remove it, you can still
1416     get a prompt by holding down the [Shift] key while your machine starts to boot. </li>
1417     <li><i>timeout=50</i> sets the amount of time that LILO will wait for user input before proceeding
1418     with booting the default line entry. This is measured in tenths of a second, with 50 as the default. </li>
1419     <li><i>message=/boot/message</i> refers to the screen that LILO displays to let you select the
1420     operating system or kernel to boot. </li>
1421     <li><i>lba32</i> describes the hard disk geometry to LILO. Another common entry here is linear. You should
1422     not change this line unless you are very aware of what you are doing. Otherwise, you could put
1423     your system in an unbootable state. </li>
1424     <li><i>default=linux</i> refers to the default operating system for LILO to boot from the
1425     options listed below this line. The name linux refers to the label line below in each of the boot options. </li>
1426     <li><i>image=/boot/vmlinuz-2.4.20</i> specifies the linux kernel to boot with this particular boot option. </li>
1427     <li><i>label=linux</i> names the operating system option in the LILO screen. In this case,
1428     it is also the name referred to by the default line. </li>
1429     <li><i>read-only</i> specifies that the root partition (see the root line below) is read-only and cannot be
1430     altered during the boot process. </li>
1431     <li><i>root=/dev/hda5</i> tells LILO what disk partition to use as the root partition. </li>
1432 zhen 1.52 </ul>
1433 zhen 1.16 <note>Thanks to <uri link="http://www.redhat.com">Redhat.com</uri> for this information.
1434     </note>
1435     <p>After you have edited your <i>lilo.conf</i> file, it is time to run LILO to load the information
1436     into the MBR:
1437     </p>
1438     <pre caption="Running LILO">
1439     # <c>/sbin/lilo</c>
1440     </pre>
1441     <p>LILO is configured, and now your machine is ready to boot into Gentoo Linux!
1442     </p>
1443     </body>
1444     </section>
1445     </chapter>
1446     <chapter>
1447 zhen 1.66 <title>Creating Bootdisks</title>
1448 zhen 1.16 <section>
1449     <title>GRUB Bootdisks</title>
1450     <body>
1451 drobbins 1.21 <p>It is always a good idea to make a boot disk the first
1452 zhen 1.16 time you install any Linux distribution. This is a security
1453 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
1454     disk. With these types of hardware RAID,
1455     if you try to install grub from your chrooted shell it will fail. If you are in this camp,
1456     make a GRUB
1457     boot disk, and when you reboot the first time you can install GRUB
1458 zhen 1.6 to the MBR. Make your
1459     bootdisk like this:
1460     </p>
1461 zhen 1.16 <pre caption="Creating a GRUB Bootdisk">
1462 drobbins 1.1 # <c>mke2fs /dev/fd0</c>
1463     # <c>mount /dev/fd0 /mnt/floppy</c>
1464     # <c>mkdir -p /mnt/floppy/boot/grub</c>
1465     # <c>cp /usr/share/grub/i386-pc/stage1 /mnt/floppy/boot/grub/</c>
1466     # <c>cp /usr/share/grub/i386-pc/stage2 /mnt/floppy/boot/grub/</c>
1467 zhen 1.66 # <c>umount /mnt/floppy</c>
1468 drobbins 1.1 # <c>grub</c>
1469    
1470     grub&gt; <c>root (fd0)</c>
1471     grub&gt; <c>setup (fd0)</c>
1472     grub&gt; <c>quit</c>
1473 zhen 1.6 </pre>
1474 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>
1475 drobbins 1.21 and <c>setup</c> commands.</p>
1476 zhen 1.16 </body>
1477     </section>
1478     <section>
1479     <title>LILO Bootdisks</title>
1480     <body>
1481     <p>If you are using LILO, it is also a good idea to make a bootdisk:
1482     </p>
1483 zhen 1.18 <pre caption="Making a LILO Bootdisk">
1484     # <c>dd if=/boot/your_kernel of=/dev/fd0 </c>
1485     <comment>This will only work if your kernel is smaller than 1.4MB</comment>
1486     </pre>
1487 zhen 1.16 </body>
1488     </section>
1489     </chapter>
1490     <chapter>
1491     <title>Installation Complete!</title>
1492     <section>
1493     <body>
1494     <p>Now, Gentoo Linux is installed. The only remaining step is to exit the chrooted shell,
1495 stocke2 1.65 update necessary configuration files,
1496 zhen 1.6 safely unmount your partitions
1497     and reboot the system:
1498     </p>
1499 zhen 1.16 <pre caption="Rebooting the System">
1500 drobbins 1.1 # <c>etc-update</c>
1501     # <c>exit</c>
1502     <codenote>This exits the chrooted shell; you can also type <c>^D</c></codenote>
1503     # <c>cd / </c>
1504     # <c>umount /mnt/gentoo/boot</c>
1505     # <c>umount /mnt/gentoo/proc</c>
1506 drobbins 1.36 # <c>umount /mnt/gentoo/dev</c>
1507 drobbins 1.1 # <c>umount /mnt/gentoo</c>
1508     # <c>reboot</c>
1509 zhen 1.6 </pre>
1510 zhen 1.16 <note>
1511 zhen 1.6 After rebooting, it is a good idea to run the <c>update-modules</c> command to create
1512     the <path>/etc/modules.conf</path> file. Instead of modifying this file directly, you should
1513     generally make changes to the files in <path>/etc/modules.d</path>.
1514     </note>
1515 zhen 1.16 <impo>Remember if you are running hardware RAID, you must
1516 zhen 1.6 use the bootdisk for the first reboot.
1517     then go back and install grub the way everyone else did the first
1518 drobbins 1.21 time. You are done -- congratulations!</impo>
1519 zhen 1.16 <p>If you have any questions or would like to get involved with Gentoo Linux development,
1520 zhen 1.6 consider joining our gentoo-user and gentoo-dev mailing lists
1521 zhen 1.16 (there's a &quot;click to subscribe&quot; link on our <uri link="http://www.gentoo.org">main page</uri>).
1522 zhen 1.6 We also have a handy <uri link="http://www.gentoo.org/doc/en/desktop.xml">Desktop configuration guide</uri>
1523     that will
1524     help you to continue configuring your new Gentoo Linux system, and a useful
1525     <uri link="http://www.gentoo.org/doc/en/portage-user.xml">Portage user guide</uri>
1526     to help familiarize you with Portage basics. You can find the rest of the Gentoo Documentation
1527 zhen 1.16 <uri link="http://www.gentoo.org/main/en/docs.xml">here</uri>. If you have any other questions
1528 zhen 1.10 involving installation or anything for that matter, please check the Gentoo Linux
1529 zhen 1.16 <uri link="http://www.gentoo.org/doc/en/faq.xml">FAQ</uri>.
1530 zhen 1.6 Enjoy and welcome to Gentoo Linux!
1531     </p>
1532 zhen 1.16 </body>
1533     </section>
1534     </chapter>
1535     <chapter>
1536     <title>Gentoo-Stats</title>
1537     <section>
1538     <body>
1539     <p>The Gentoo Linux usage statistics program was started as an attempt to give the developers
1540 zhen 1.6 a way to find out about their user base. It collects information about Gentoo Linux usage to help
1541     us in set priorities our development. Installing it is completely optional, and it would be greatly
1542     appreciated if you decide to use it. Compiled statistics can be viewed at <uri>http://stats.gentoo.org/</uri>.
1543     </p>
1544 zhen 1.16 <p>The gentoo-stats server will assign a unique ID to your system.
1545 zhen 1.6 This ID is used to make sure that each system is counted only once. The ID will not be used
1546     to individually identify your system, nor will it be mached against an IP address or
1547     other personal information. Every precaution has been taken to assure your privacy in the
1548     development of this system. The following are the things that we are monitoring
1549 zhen 1.16 right now through our &quot;gentoo-stats&quot; program:
1550 zhen 1.6 </p>
1551 zhen 1.16 <ul>
1552     <li>installed packages and their version numbers</li>
1553     <li>CPU information: speed (MHz), vendor name, model name, CPU flags (like &quot;mmx&quot; or &quot;3dnow&quot;)</li>
1554     <li>memory information (total available physical RAM, total available swap space)</li>
1555     <li>PCI cards and network controller chips</li>
1556     <li>the Gentoo Linux profile your machine is using (that is, where the /etc/make.profile link is pointing to).</li>
1557     </ul>
1558     <p>We are aware that disclosure of sensitive information is a threat to most Gentoo Linux users
1559 zhen 1.6 (just as it is to the developers).
1560     </p>
1561 zhen 1.16 <ul>
1562     <li>Unless you modify the gentoo-stats program, it will never transmit sensitive
1563 zhen 1.6 information such as your passwords, configuration data, shoe size...</li>
1564 zhen 1.16 <li>Transmission of your e-mail addresses is optional and turned off by default.</li>
1565     <li>The IP address your data transmission originates from will never be logged
1566     in such a way that we can identify you. There are no &quot;IP address/system ID&quot; pairs.</li>
1567     </ul>
1568     <p>The installation is easy - just run the following commands:
1569 zhen 1.6 </p>
1570 zhen 1.16 <pre caption="Installing gentoo-stats">
1571 drobbins 1.1 # <c>emerge gentoo-stats</c> <codenote>Installs gentoo-stats</codenote>
1572     # <c>gentoo-stats --new</c> <codenote>Obtains a new system ID</codenote>
1573 zhen 1.6 </pre>
1574 zhen 1.16 <p>The second command above will request a new system ID and enter it into
1575 zhen 1.6 <path>/etc/gentoo-stats/gentoo-stats.conf</path> automatically. You can view this file
1576     to see additional configuration options.
1577     </p>
1578 zhen 1.16 <p>After that, the program should be run on a regular schedule
1579 zhen 1.6 (gentoo-stats does not have to be run as root). Add this line to your <path>crontab</path>:
1580     </p>
1581 zhen 1.16 <pre caption="Updating gentoo-stats with cron">
1582     <c>0 0 * * 0,4 /usr/sbin/gentoo-stats --update &gt; /dev/null</c>
1583     </pre>
1584     <p>The <c>gentoo-stats</c> program is a simple perl script which can be
1585 zhen 1.6 viewed with your favortive pager or editor: <path>/usr/sbin/gentoo-stats</path>. </p>
1586 zhen 1.16 </body>
1587     </section>
1588     </chapter>
1589 drobbins 1.1 </guide>

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