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1 <?xml version='1.0'?>
2 <?xml-stylesheet href="/xsl/guide.xsl" type="text/xsl"?>
3 <!DOCTYPE guide SYSTEM "/dtd/guide.dtd">
4
5 <guide link="/doc/build.html">
6 <title>Gentoo Linux 1.4 Installation Instructions</title>
7 <author title="Chief Architect"><mail link="drobbins@gentoo.org">Daniel Robbins</mail></author>
8 <author title="Author">Chris Houser</author>
9 <author title="Author"><mail link="jerry@gentoo.org">Jerry Alexandratos</mail></author>
10 <author title="Ghost"><mail link="g2boojum@gentoo.org">Grant Goodyear</mail></author>
11 <author title="Editor"><mail link="zhen@gentoo.org">John P. Davis</mail></author>
12 <author title="Editor"><mail link="Pierre-Henri.Jondot@wanadoo.fr">Pierre-Henri Jondot</mail></author>
13 <author title="Editor"><mail link="stocke2@gentoo.org">Eric Stockbridge</mail></author>
14 <author title="Editor"><mail link="rajiv@gentoo.org">Rajiv Manglani</mail></author>
15
16 <abstract>These instructions step you through the process of installing Gentoo
17 Linux 1.4_rc1. The Gentoo Linux installation process supports various installation
18 approaches, depending upon how much of the system you want to custom-build from
19 scratch.</abstract>
20
21 <version>2.1</version>
22 <date>4 November 2002</date>
23
24 <chapter>
25 <title>About the Install</title>
26 <section>
27 <body>
28
29 <p>This new boot CD will boot from nearly any modern IDE CD-ROM drive, as well
30 as many SCSI CD-ROM, assuming that your CD-ROM and BIOS both support booting.
31 Included on the CD-ROM is Linux support for IDE (and PCI IDE)
32 (built-in to the kernel) as well as support for all SCSI devices (available as
33 modules). In addition, we provide modules for literally every kind of network
34 card that Linux supports, as well as tools to allow you to configure your
35 network and establish outbound <c>ssh</c> connections and download files. </p>
36
37 <p>To install from the build CD, you will need to have a 486+ processor and
38 ideally at least 64 Megabytes of RAM. (Gentoo linux has been successfully
39 built with 64MB of RAM + 64MB of swap space, but the build process is awfully
40 slow under those conditions.) To begin the install process, first grab the
41 livecd ISO images from
42 <uri>http://www.ibiblio.org/gentoo/releases/1.4_rc1/</uri>. The three stages make our life
43 easy with Gentoo. The stage1 is for building the entire system from scratch. Stage2 is for building
44 some of the system from scratch, and stage3 saves a lot of time because it is already
45 optimized for you specific system. At the moment only the stage1 tarball is
46 stored on the livecd, but you will be able to download a stage2 or
47 stage3 tarball optimized for your system after booting the livecd. </p>
48
49 <p>Now, let's quickly review the install process. We'll create partitions,
50 create our filesystems, and extract either a stage1, stage2 or stage3 tarball.
51 If we are using a stage1 or stage2 tarball, we will take the appropriate steps
52 to get our systems to stage3. Once our systems are at stage3, we can configure
53 them (tweaking config files, installing a bootloader, etc) and boot them and
54 have a fully-functional Gentoo Linux system. Depending on what stage of the build
55 process you're starting from, here's what's required for installation:</p>
56
57 <table>
58 <tr><th>stage tarball</th><th>requirements for installation</th></tr>
59 <tr><ti>1</ti><ti>partition/filesystem setup, emerge sync, bootstrap, emerge system, emerge linux sources, final configuration</ti></tr>
60 <tr><ti>2</ti><ti>partition/filesystem setup, emerge sync, emerge system, emerge linux sources, final configuration</ti></tr>
61 <tr><ti>3</ti><ti>partition/filesystem setup, emerge sync, final configuration</ti></tr>
62 </table>
63
64 </body>
65 </section>
66 </chapter>
67 <chapter>
68 <title>Booting</title>
69 <section>
70 <body>
71
72 <p>Start by booting the livecd. You'll be
73 greeted with a lot of text output
74 followed by the normal Gentoo Linux boot sequence.
75 Login as "root" (just hit &lt;enter&gt; for the password),
76 and then use the <c>passwd</c> command to change the root
77 password. (This root password is only for this installation session.
78 The reason for changing the password is that you will have to connect
79 to the net to complete the installation. Connecting to the internet with
80 the default root password is a <i>really</i> bad idea!)
81 You should have a root ("<c>#</c>") prompt on the current
82 console, and can also open new consoles by typing alt-f2, alt-f3, etc and then
83 hitting enter.</p>
84
85 <p>Next, you'll be greeted with a small list of commands available on the boot
86 CD, including <i>vi</i> and <i>nano</i>, and instructions for setting up
87 the network. Then, PCI autodetection will commence. The PCI autodetection process will automatically
88 load the appropriate kernel modules for many popular PCI SCSI and ethernet
89 devices. After this, you should have a root ("<c>#</c>") prompt on the current
90 console, and can also open new consoles by typing Alt-F2, Alt-F3, etc and then
91 hitting enter.</p>
92
93 </body>
94 </section>
95 </chapter>
96
97 <chapter>
98 <title>Load Kernel Modules</title>
99 <section>
100 <body>
101
102
103 <p>Hopefully you need only type <c>pci-setup</c> at the root prompt to
104 autodetect the hardware on your system and to load the appropriate
105 kernel modules.
106 </p>
107
108 <p>If the PCI autodetection missed some of your hardware, you
109 will have to load the appropriate modules manually.
110 To view a list of all available network card modules, type <c>ls
111 /lib/modules/*/kernel/drivers/net/*</c>. To load a particular module,
112 type: </p>
113
114 <pre caption = "PCI Modules Configuration">
115 # <c>modprobe pcnet32</c>
116 <comment>(replace pcnet32 with your NIC module)</comment>
117 </pre>
118
119 <p>Now, if you want to be able to access any SCSI hardware that wasn't detected
120 during the PCI autodetection process, you'll need to load the appropriate
121 modules from /lib/modules, again using <c>modprobe</c>:</p>
122
123 <pre caption = "Loading SCSI Modules">
124 # <c>modprobe aic7xxx</c>
125 # <c>modprobe sd_mod</c>
126 </pre>
127
128 <p>
129 <c>aic7xxx</c> supports your SCSI controller and <c>sd_mod</c> supports SCSI hard disks.
130 <note>
131 Support for a SCSI CD-ROMs in build-in in the kernel.
132 </note>
133 </p>
134
135 <p>If you are using hardware RAID, you need to load the
136 ATA-RAID modules for your RAID controller. </p>
137
138 <pre caption = "Loading RAID Modules">
139 # <c>insmod ataraid</c>
140 # <c>insmod pdcraid</c>
141 <comment>(Promise Raid Controller)</comment>
142 # <c>insmod hptraid</c>
143 <comment>(Highpoint Raid Controller)</comment>
144 </pre>
145
146 <p>The Gentoo LiveCD should have enabled DMA on your disks, but if it did not,
147 <c>hdparm</c> can be used to set DMA on your drives. </p>
148
149 <pre caption = "Setting DMA">
150 <comment>Replace hdX with your disk device. </comment>
151 # <c>hdparm -d 1 /dev/hdX </c>
152 <comment>Enables DMA </comment>
153 # <c>hdparm -X66 /dev/hdX </c>
154 <comment>Enables Ultra-DMA </comment>
155 </pre>
156
157 </body>
158 </section>
159 </chapter>
160
161 <chapter>
162 <title>Loading PCMCIA Kernel Modules</title>
163 <section>
164 <body>
165
166 <p>If you have a PCMCIA network card, you will need to do some additional
167 trickery.</p>
168
169 <warn>To avoid problems with <c>cardmgr</c>, you <e>must</e> run it <e>before</e> you enter the chroot
170 portion of the install. </warn>
171
172 <pre caption = "Loading PCMCIA Modules">
173 # <i>insmod pcmcia_core</i>
174 # <i>insmod i82365</i>
175 # <i>insmod ds</i>
176 # <i>cardmgr -f</i>
177 </pre>
178
179 <p>As cardmgr detects which hardware is present, your speaker should emit a
180 few reassuring beeps, and your PCMCIA network card should hum to life. You can
181 of course insert the PCMCIA card after loading cardmgr too, if that's
182 preferable. (Technically, you need not run
183 <i>cardmgr</i> if you know exactly which module your PCMCIA card requires.
184 But if you don't, loading all PCMCIA modules and see which sticks won't work,
185 as all PCMCIA modules load obligingly and hang around for a PCMCIA card to
186 drop by. <i>cardmgr</i> will also unload the module(s) for any card when you
187 remove it). </p>
188
189 </body>
190 </section>
191 </chapter>
192
193 <chapter>
194 <title>Configuring Networking</title>
195 <section>
196 <title> PPPoE configuration</title>
197 <body>
198
199 <p>Assuming you need PPPoE to connect to the internet, the livecd (any version) has
200 made things easy for you by including <i>rp-pppoe</i>. Use the provided <i>adsl-setup </i>
201 script to configure your connection. You will be prompted for the ethernet
202 device that is connected to your adsl modem, your username and password,
203 the IPs of your DNS servers, and if you need a basic firewall or not. </p>
204
205 <pre caption = "Configuring PPPoE">
206 # <i> adsl-setup </i>
207 # <i> adsl-start </i>
208 </pre>
209
210 <p>If something goes wrong, double-check that you correctly typed
211 your username and password by looking at <path>/etc/ppp/pap-secrets</path> or
212 <path>/etc/ppp/chap-secrets</path>, and make sure you are using the right ethernet device. </p>
213
214 </body>
215 </section>
216
217 <section>
218 <title> Automatic Network Configuration </title>
219 <body>
220
221 <p>The Gentoo Linux install lets you configure a working network, allowing you to use
222 <c>ssh</c>, <c>scp</c> or <c>wget</c> as needed before even beginning the installation process.
223 Even if you don't need to do these things now, you should go ahead and set up networking now.
224 Once networking is up, Portage will be able to use your configured network once you are inside
225 the chroot environment (required for installing Gentoo Linux).
226 The simplest way to set up networking is to run our new <c>net-setup</c>
227 script. </p>
228
229 <pre caption = "Net-Setup Script">
230 # <c>net-setup eth0</c>
231 </pre>
232
233 <p>Of course, if you prefer, you may still set up networking manually. </p>
234
235 </body>
236 </section>
237
238 <section>
239 <title>Manual DHCP Configuration</title>
240 <body>
241
242 <p>Network configuration is simple with DHCP; If your ISP is not using
243 DHCP, skip down to the static configuration section below. </p>
244
245 <pre caption="Network configuration with DHCP">
246 # <c>dhcpcd eth0</c>
247 </pre>
248
249 <note>Some ISPs require you to provide a hostname. To do that,
250 add a <c>-h myhostname</c> flag to the dhcpcd command line above.
251 </note>
252
253 <p>If you receive <i>dhcpConfig</i> warnings, don't panic; the errors
254 are most likely cosmetic. Skip down to Network testing below.</p>
255
256 </body>
257 </section>
258
259 <section>
260 <title>Manual Static Configuration</title>
261 <body>
262
263 <p>We need to setup just enough networking so that we can download
264 sources for the system build, as well as the required localhost interface.
265 Type in the following commands, replacing
266 $IFACE with your network interface (typically <c>eth0</c>), $IPNUM
267 with your IP address, $BCAST with your broadcast address, and $NMASK
268 with your network mask. For the <c>route</c> command, replace
269 $GTWAY with your default gateway. </p>
270
271 <pre caption = "Static IP Network Configuration">
272 # <c>ifconfig $IFACE $IPNUM broadcast $BCAST netmask $NMASK</c>
273 # <c>/sbin/route add -net default gw $GTWAY netmask 0.0.0.0 metric 1</c>
274 </pre>
275
276 <p>Now it's time to create the <path>/etc/resolv.conf</path>
277 file so that name resolution (finding Web/FTP sites by name, rather than just by IP address) will work.</p>
278
279 <p>Here's a template to follow for creating your /etc/resolv.conf file: </p>
280
281 <pre caption="/etc/resolv.conf template">
282 domain mydomain.com
283 nameserver 10.0.0.1
284 nameserver 10.0.0.2
285 </pre>
286
287 <p>Replace <c>10.0.0.1</c> and <c>10.0.0.2</c> with the IP addresses of your
288 primary and secondary DNS servers respectively.</p>
289 </body>
290 </section>
291
292 <section>
293 <title>Proxy Configuration</title>
294 <body>
295 <p>If you are behind a proxy, it is necessary to configure your proxy before
296 you continue. We will export some variables to set up the proxy accordingly. </p>
297 <pre>
298 # <c>export http_proxy="machine.company.com:1234" </c>
299 # <c>export ftp_proxy="$http_proxy" </c>
300 # <c>export RSYNC_PROXY="$http_proxy" </c>
301 </pre>
302
303 </body>
304 </section>
305
306 <section>
307 <title>Network Testing</title>
308 <body>
309 <p>Now that your network has been configured, the <c>/sbin/ifconfig -a</c> command should show
310 that your network card is working (look for <e>UP</e> and <e>RUNNING</e> in the output). </p>
311
312 <pre caption="/sbin/ifconfig for a working network card">
313 eth0 Link encap:Ethernet HWaddr 00:50:BA:8F:61:7A
314 inet addr:192.168.0.2 Bcast:192.168.0.255 Mask:255.255.255.0
315 inet6 addr: fe80::50:ba8f:617a/10 Scope:Link
316 UP BROADCAST RUNNING MULTICAST MTU:1500 Metric:1
317 RX packets:1498792 errors:0 dropped:0 overruns:0 frame:0
318 TX packets:1284980 errors:0 dropped:0 overruns:0 carrier:0
319 collisions:1984 txqueuelen:100
320 RX bytes:485691215 (463.1 Mb) TX bytes:123951388 (118.2 Mb)
321 Interrupt:11
322 </pre>
323
324 </body>
325 </section>
326
327 <section>
328 <title>Networking is go!</title>
329 <body>
330 <p>Networking should now be configured and useable. You should be able to use the included
331 <c>ssh</c>, <c>scp</c> and <c>wget</c> commands to connect to other machines on your LAN or the Internet.</p>
332 </body>
333 </section>
334 </chapter>
335
336 <chapter>
337 <title>Partition Configuration</title>
338 <section>
339 <body>
340
341 <p>Now that the kernel can see the network card and disk controllers, it's time
342 to set up disk partitions for Gentoo Linux.</p>
343
344 <p>Here's a quick overview of the standard Gentoo Linux partition layout.
345 We're going to create at least three partitions: a swap partition, a root
346 partition (to hold the bulk of Gentoo Linux), and a special boot partition.
347 The boot partition is designed to hold the GRUB or LILO boot loader information as well as
348 your Linux kernel(s). The boot partition gives us a safe place to store
349 everything related to booting Linux. During normal day-to-day Gentoo Linux use,
350 your boot partition should remain <e>unmounted</e>. This prevents your kernel
351 from being made unavailable to GRUB (due to filesystem corruption) in the event
352 of a system crash, preventing the chicken-and-egg problem where GRUB can't read
353 your kernel (since your filesystem isn't consistent) but you can't bring your
354 filesystem back to a consistent state (since you can't boot!) </p>
355
356 <p>Now, on to filesystem types. Right now, you have four filesystem options:
357 XFS, ext2, ext3 (journaling) and ReiserFS. ext2 is the tried and true Linux
358 filesystem but doesn't have metadata journaling. ext3 is the new version of
359 ext2 with both metadata journaling and ordered data writes, effectively
360 providing data journaling as well. ReiserFS is a B*-tree based filesystem
361 that has very good small file performance, and greatly outperforms both ext2 and
362 ext3 when dealing with small files (files less than 4k), often by a factor of
363 10x-15x. ReiserFS also scales extremely well and has metadata journaling.
364 As of kernel 2.4.18+, ReiserFS is finally rock-solid and highly recommended.
365 XFS is a filesystem with metadata journaling that
366 is fully supported under Gentoo Linux's <path>xfs-sources</path> kernel, but be warned that it
367 is highly unstable at this time.
368 </p>
369
370 <p>
371 If you're looking for the most standard filesystem, use ext2. If you're looking
372 for the most rugged journalled filesystem, use ext3. If you're looking for a
373 high-performance filesystem with journaling support, use ReiserFS; both ext3 and ReiserFS are
374 mature and refined. Please be careful with XFS; this filesystem has a tendency to fry lots of data
375 if the system crashes or you lose power. Originally, it seemed like a promising filesystem but it
376 now appears that this tendency to lose data is a major achilles' heel.
377 Here are our basic recommended filesystem
378 sizes and types: </p>
379
380 <table>
381 <tr>
382 <th>Partition</th>
383 <th>Size</th>
384 <th>Type</th>
385 <th>example device</th>
386 </tr>
387 <tr>
388 <ti>boot partition, containing kernel(s) and boot information</ti>
389 <ti>100 Megabytes</ti>
390 <ti>ext2/3 highly recommended (easiest); if ReiserFS then mount with <c>-o notail</c></ti>
391 <ti>/dev/hda1</ti>
392 </tr>
393 <tr>
394 <ti>swap partition (no longer a 128 Megabyte limit)</ti>
395 <ti>&gt;=2*Amount of RAM in this system is recommended but no longer (as of kernel 2.4.10) required</ti>
396 <ti>Linux swap</ti>
397 <ti>/dev/hda2</ti>
398 </tr>
399 <tr>
400 <ti>root partition, containing main filesystem (/usr, /home, etc)</ti>
401 <ti>&gt;=1.5 Gigabytes</ti>
402 <ti>ReiserFS, ext3 recommended; ext2 ok</ti>
403 <ti>/dev/hda3</ti>
404 </tr>
405 </table>
406
407 <p>Before creating your partitions, it is a <e>very</e> good idea to initialize the beginning of your HD using <c>dd</c>. Doing this will ensure that you have no issues with mounting previously <i>fat32</i> partitions, like <path>/boot</path> for example. To do this you would do:</p>
408
409 <pre caption = "Initializing first 1024 Sectors of HD">
410 # <c>dd if=/dev/zero of=/dev/hdaBOOT bs=1024 count=1024 </c>
411 <comment>BOOT is the partition that holds your <path>/boot</path>.</comment>
412 </pre>
413
414 <p>At this point, create your partitions using fdisk. Note that your partitions
415 should be of type 82 if swap and 83 for regular filesystems (whether ReiserFS <e>or</e> ext2/3). </p>
416
417 <note><i>cfdisk</i> is included on the install CD, and it is *considerably* easier to use than
418 <i>fdisk</i>. Just type <c>cfdisk</c> to run it. </note>
419
420 <note>If you are using RAID your partitions will be a little
421 different.
422 You will have the partitions like this:
423 <path>/dev/ataraid/discX/partY</path>
424 X is the arrays you have made, so if you only have made 1
425 array, then it will
426 be disc0.Y is the partition number as in <path>/dev/hdaY</path>
427 </note>
428
429
430 <p>Once you've created your partitions, it's time to initialize
431 the filesystems that will be used to house our data. Initialize swap as follows:</p>
432
433 <pre caption= "Initializing Swap">
434 # <c>mkswap /dev/hda2</c>
435 </pre>
436
437 <p>You can use the <c>mke2fs</c> command to create ext2 filesystems.</p>
438
439 <pre caption = "Creating an ext2 Filesystem">
440 # <i>mke2fs /dev/hda1</i>
441 </pre>
442
443 <p>To create an XFS filesystem, use the <c>mkfs.xfs</c> command.</p>
444
445 <pre caption = "Creating a XFS Filesystem">
446 # <c>mkfs.xfs /dev/hda3</c>
447 </pre>
448
449 <note>
450 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>.
451 The <c>-d agcount=3</c> command will lower
452 the number of allocation groups. XFS will insist on using at least 1 allocation group per 4 GB of your partition,
453 so, for example, if you hava a 20 GB partition you will need a minimum agcount of 5. The <c>-l size=32m</c> command
454 increases the journal size to 32 Mb, increasing performance.
455 </note>
456
457 <warn>
458 If you are installing an XFS partition over a previous ReiserFS partition, later attempts to mount may fail without
459 an explicit <c>mount -t xfs</c>. The solution is to zero out the partition before creating the XFS filesystem:
460 <c>dd if=/dev/zero of=/dev/hd<comment>x</comment> bs=1k</c>.
461 </warn>
462 <p>If you'd like to use ext3, you can create ext3 filesystems using <c>mke2fs -j</c>.</p>
463
464 <pre caption = "Creating an ext3 Filesystem">
465 # <c>mke2fs -j /dev/hda3</c>
466 </pre>
467
468 <p>To create ReiserFS filesystems, use the <c>mkreiserfs</c> command.</p>
469 <pre caption = "Creating a ReiserFS Filesystem">
470 # <c>mkreiserfs /dev/hda3</c>
471 </pre>
472
473 <note>You can find out more about using ext3 under Linux 2.4 at <uri>http://www.zip.com.au/~akpm/linux/ext3/ext3-usage.html</uri>.</note>
474
475 </body>
476 </section>
477 </chapter>
478
479 <chapter>
480 <title>Mount Partitions</title>
481 <section>
482 <body>
483
484 <p>Now, we'll activate our new swap, since we may need the additional virtual memory that
485 provides later: </p>
486
487 <pre caption = "Activating Swap">
488 # <c>swapon /dev/hda2</c>
489 </pre>
490
491 <p>Next, we'll create the <path>/mnt/gentoo</path> and <path>/mnt/gentoo/boot</path> mountpoints,
492 and we'll mount our filesystems to these mountpoints. </p>
493
494 <pre caption = "Creating Mount Points">
495 # <c>mkdir /mnt/gentoo</c>
496 # <c>mount /dev/hda3 /mnt/gentoo</c>
497 # <c>mkdir /mnt/gentoo/boot</c>
498 # <c>mount /dev/hda1 /mnt/gentoo/boot</c>
499 </pre>
500
501 <p>If you are setting up Gentoo
502 Linux with a separate <path>/usr</path> or <path>/var</path>, these would get mounted to
503 <path>/mnt/gentoo/usr</path> and <path>/mnt/gentoo/var</path>, respectively. </p>
504
505 <impo>If your <e>boot</e> partition (the one holding the kernel) is ReiserFS, be sure to mount it
506 with the <c>-o notail</c> option so GRUB gets properly installed. Make sure
507 that <c>notail</c> ends up in your new <path>/etc/fstab</path> boot partition entry, too.
508 We'll get to that in a bit.</impo>
509
510 <impo>If you are having problems mounting your boot partition with ext2, try using
511 <c>mount /dev/hXX /mnt/gentoo/boot -t ext2 </c> </impo>
512 </body>
513 </section>
514 </chapter>
515
516 <chapter>
517 <title>Obtaining the Desired 'stage-x' Tarball</title>
518 <section>
519 <body>
520
521 <p>If you want to start from a stage1 tarball, then you're already set
522 to go; you can find the stage1 tarball in <path>/cdroot/nocompress</path>.
523 On the other hand, if you would prefer to start from a stage2 or stage3
524 tarball that has been optimized for your architecture you can download it
525 (into <path>/mnt/gentoo</path> would be the simplest)
526 from one of the Gentoo mirror sites: </p>
527
528 <pre caption = "Downloading Required Stages">
529 # <c>cd /mnt/gentoo</c>
530 # <c>env TMPDIR="/mnt/gentoo" lynx http://www.ibiblio.org/pub/Linux/distributions/gentoo/releases/1.4_rc1/x86/</c>
531 </pre>
532 </body>
533 </section>
534 </chapter>
535
536 <chapter>
537 <title>Unpacking the Stage Tarballs</title>
538 <section>
539 <body>
540
541 <p>Now it's time to extract the compressed stage tarball of your choice to <path>/mnt/gentoo</path>. Then, we'll <c>chroot</c> over to the new Gentoo Linux build installation. </p>
542
543 <impo>Be sure to use the <c>p</c> option with <c>tar</c>. Forgetting to do this will cause certain files to contain incorrect permissions.</impo>
544
545 <p>If you are using the "from scratch, build everything" install method, you will want to use the <path>stage1-ix86-1.4_beta.tbz2</path> image.
546 If you're using one of our bigger CDs, you'll also have a choice of a stage2 and stage3 image. These images allow you to save time at the
547 expense of configurability (we've already chosen compiler optimizations and default USE variables for you.) The stage3 image now also includes complete linux sources and a Portage tree snapshot, eliminating the need to do an <c>emerge sync</c> later, but it is highly recommended to do so anyway. </p>
548
549 <pre caption = "Unpacking the Stages">
550 # <c>cd /mnt/gentoo</c>
551 # <c>tar -xvjpf /path/to/stage?-*.tbz2</c>
552 # <c>mount -o bind /proc /mnt/gentoo/proc</c>
553 # <c>cp /etc/resolv.conf /mnt/gentoo/etc/resolv.conf</c>
554 </pre>
555
556 <pre caption = "Entering the chroot Environment">
557 # <c>chroot /mnt/gentoo /bin/bash</c>
558 # <c>env-update</c>
559 Regenerating /etc/ld.so.cache...
560 # <c>source /etc/profile</c>
561 </pre>
562
563 <p>After you execute these commands, you'll be "inside" your new Gentoo Linux environment. </p>
564
565 </body>
566 </section>
567 </chapter>
568
569 <chapter>
570 <title>Getting the Current Portage Tree using Rsync</title>
571 <section>
572 <body>
573 <p>Now, you'll need to run <c>emerge sync</c>. This will make sure that
574 you have the most current copy of the Portage tree. </p>
575
576 <pre caption = "Updating Using Rsync">
577 # <c>emerge sync</c>
578 </pre>
579
580 <p>The Portage tree will be downloaded and stored in <path>/usr/portage</path>;
581 it's about 90Mb in size without tarballs.</p>
582 </body>
583 </section>
584 </chapter>
585
586 <chapter>
587 <title>Progressing from stage1 to stage2</title>
588 <section>
589 <body>
590
591 <p>If you are a stage2 or stage3 tarball, then we've already bootstrapped
592 for you. There is no reason for you to bootstrap again, unless you decided to
593 do an <c>emerge sync</c> and want to ensure that you have an up-to-the-minute
594 current Gentoo Linux system. Most people using stage2 or stage3 tarballs will
595 <i>not</i> want to bootstrap again, since it can take over two hours even on
596 very fast machines.</p>
597
598 <p>Now that you have a working copy of the Portage tree, people using stage1 to
599 install will need to bootstrap their Gentoo Linux system as follows. First
600 edit the file <path>/etc/make.conf</path>. In this file, you should set your
601 <c>USE</c> flags, which specify optional functionality that you would
602 like to be built into packages; generally, the defaults (an <e>empty</e>
603 or unset <c>USE</c> variable) are fine.
604 More information on <c>USE</c> flags can be found <uri link="http://www.gentoo.org/doc/en/use-howto.xml">here</uri>.
605 </p>
606
607
608 <p>You also should set appropriate <c>CHOST</c>, <c>CFLAGS</c> and
609 <c>CXXFLAGS</c> settings for the kind of system that you are creating
610 (commented examples can be found further down in the file.) Your best friend
611 is <path>man gcc</path> to figure out what additional <c>CFLAGS</c> and
612 <code>CXXFLAGS</code> are available. Search for 'Optimization'.
613 </p>
614
615 <p>If necessary, you can also set proxy information here if you are behind a
616 firewall.</p>
617
618 <pre caption = "Setting make.conf Options">
619 # <c>nano -w /etc/make.conf</c> <comment>(Adjust these settings)</comment>
620 </pre>
621
622 <note>
623 People who need to substantially tweak the build process should take a look at
624 the <path>/etc/make.globals</path> file. This file comprises gentoo defaults and
625 should never be touched. If the defaults do not suffice, then new values should
626 be put in <path>/etc/make.conf</path>, as entries in <path>make.conf</path>
627 <comment>override</comment> the entries in <path>make.globals</path>. If you're
628 interested in tweaking USE settings, look in <path>/etc/make.profile/make.defaults</path>.
629 If you want to turn off any USE settings found here, add an appropriate <c>USE="-foo"</c>
630 in /etc/make.conf (to turn off the <c>foo</c> USE setting.)
631 </note>
632
633 <p>Now, it's time to start the "bootstrap" process. This process takes about two hours on
634 my 1200Mhz AMD Athlon system. During this time, the extracted build image will be prepped for compiling the rest ofthe system. The GNU compiler suite will be built, as well as the GNU C library.
635 These are time consuming builds and make up the bulk of the bootstrap process. </p>
636
637 <pre caption = "Bootstrapping">
638 # <c>cd /usr/portage</c>
639 # <c>scripts/bootstrap.sh</c>
640 </pre>
641
642 <p>The "bootstrap" process will now begin.</p>
643 <note>
644
645 Portage by default uses <c>/var/tmp</c> during package building, often
646 using several hundred megabytes of temporary storage. If you would like to
647 change where Portage stores these temporary files, set a new PORTAGE_TMPDIR <e>before</e>
648 starting the bootstrap process, as follows:
649 </note>
650
651 <pre caption = "Changing Portage's Storage Path">
652 # <c>export PORTAGE_TMPDIR="/otherdir/tmp"</c>
653 </pre>
654
655 <p><c>bootstrap.sh</c> will build <c>binutils</c>, <c>gcc</c>, <c>gettext</c>,
656 and <c>glibc</c>, rebuilding <c>binutils</c>, <c>gcc</c>, and <c>gettext</c>
657 after <c>glibc</c>. Needless to say, this process takes a while.
658 Have a nice nap. Once this process completes, your system will be in a "stage2" state. </p>
659
660 </body>
661 </section>
662 </chapter>
663
664 <chapter>
665 <title>Timezone</title>
666 <section>
667 <body>
668
669 <impo>It is extremely important that this step is completed, no matter which stage tarball you use. Major clock drift will be experienced if you do not set localtime correctly, let alone subtle issues when emerging packages later.</impo>
670
671 <p>At this point, you should have a stage2 system that's ready for final configuration. We'll start this process by setting the timezone. By setting the timezone before building the kernel we ensure that users get reasonable <c>uname -a</c> output.</p>
672
673 <p>Look for your timezone (or GMT if you using Greenwich Mean Time) in <path>/usr/share/zoneinfo</path>. Then, make a symbolic link by typing:</p>
674
675 <pre caption = "Creating a symbolic link for timezome">
676 # <c>ln -sf /usr/share/zoneinfo/path/to/timezonefile /etc/localtime</c>
677 </pre>
678
679 <p>You might also want to check <path>/etc/rc.conf</path> to make sure your timezone settings
680 are correct.</p>
681 </body>
682 </section>
683 </chapter>
684
685 <chapter>
686 <title>Progressing from stage2 to stage3</title>
687 <section>
688 <body>
689 <p>Once your build image has been bootstrapped and you're at stage2 (again, if you are using a stage3 tarball than these steps are not required)
690 it's time to build or install the rest of the base
691 system.</p>
692
693 <note>
694 If you haven't done so, please edit <path>/etc/make.conf</path> to your flavor.
695 </note>
696
697 <pre caption = "Installing the Rest of the System">
698 # <c>export CONFIG_PROTECT=""</c>
699 # <c>emerge -p system</c>
700 <comment>[lists the packages to be installed]</comment>
701 # <c>emerge system</c>
702 </pre>
703
704 <note>The <c>export CONFIG_PROTECT=""</c> line ensures that any new scripts
705 installed to <path>/etc</path> will overwrite the old scripts (stored in
706 <path>sys-apps/baselayout</path>), bypassing Portage's new config file
707 management support. Type <c>emerge --help config</c> for more details.</note>
708
709 <p>It's going to take a while
710 to finish building the entire base system. Your reward is that it will be
711 thoroughly optimized for your system. The drawback is that you have to find a
712 way to keep yourself occupied for some time to come. The author suggests "Star
713 Wars - Super Bombad Racing" for the PS2. When <c>emerge system</c> completes,
714 you'll have a stage3 Gentoo Linux system.</p>
715
716 </body>
717 </section>
718 </chapter>
719 <chapter>
720
721 <title>Final steps: kernel and system logger</title>
722 <section>
723 <body>
724
725 <note>
726 If you haven't done so, please edit <path>/etc/make.conf</path> to your flavor.
727 </note>
728
729 <p>You now need to merge Linux source ebuilds. Here are the ones we currently
730 offer:</p>
731
732 <table>
733 <tr><th>ebuild</th><th>description</th></tr>
734 <tr><ti><path>gentoo-sources</path></ti><ti>Our own performance and functionality-enhanced kernel based on -ac.</ti></tr>
735 <tr><ti><path>xfs-sources</path></ti><ti>A snapshot of the SGI XFS CVS Linux source tree; this is the kernel to run if you want bleeding edge(cvs) xfs support.</ti></tr>
736 <tr><ti><path>openmosix-sources</path></ti><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></tr>
737 <tr><ti><path>usermode-sources</path></ti><ti>A stock Linux kernel source tree patched with support for User-Mode Linux. ("Linux inside Linux" technology)</ti></tr>
738 <tr><ti><path>vanilla-sources</path></ti><ti>A stock Linux kernel source tree, just like you'd get from kernel.org</ti></tr>
739 </table>
740
741 <warn>Please note that <i>gentoo-sources</i> is heavily patched and may not be stable. Using <i>vanilla-sources</i> might be a better idea if you encounter numerous problems. If you are using
742 <i>gentoo-sources</i> beware of <i>grsecurity</i>, especially with <i>X</i>. It is best to disable <i>grsecurity</i>unless you are absolutely
743 sure that you need it.
744 </warn>
745
746 <p>Choose one and then merge as follows:</p>
747
748 <pre caption = "Emerging Kernel Sources">
749 # <c>emerge sys-kernel/gentoo-sources</c>
750 </pre>
751
752 <p>Once you have a Linux kernel source tree available, it's time to compile your own custom kernel. </p>
753
754 <pre caption = "Compiling the Linux Kernel">
755 # <c>cd /usr/src/linux</c>
756 # <c>make menuconfig</c>
757 # <c>make dep &amp;&amp; make clean bzImage modules modules_install</c>
758 # <c>mv /boot/bzImage /boot/bzImage.orig</c>
759 <comment>[if bzImage already exists]</comment>
760 # <c>cp /usr/src/linux/arch/i386/boot/bzImage /boot</c>
761 </pre>
762
763 <warn>For your kernel to function properly, there are several options that you will
764 need to ensure are in the kernel proper -- that is, they should <i>be enabled and not
765 compiled as modules</i>. You will need to enable the <i>"Code maturity
766 level options --> Prompt for development and/or incomplete code/drivers"</i>
767 option to see several of these selections.
768 Under the "File systems" section, be sure to enable the <i>"Device File System"</i> (note that
769 you <e>don't</e> need to enable the "/dev/pts file system support" option). You'll also
770 need to enable the <i>"Virtual Memory Filesystem"</i>. Be sure to enable "ReiserFS" if you have
771 any ReiserFS partitions; the same goes for "Ext3". If you're using XFS, enable the
772 "SGI XFS filesystem support"
773 option. It's always a good idea to leave ext2
774 enabled whether you are using it or not. Also, most people using IDE hard drives will
775 want to enable the "USE DMA by default" option; otherwise, your IDE drives may perform
776 very poorly. Of course, remember to enable "IDE disk" support as well -- otherwise your
777 kernel won't be able to see your IDE disks.
778 </warn>
779
780 <p>If you are using hardware RAID you will need to enable a couple more options in the kernel:
781 For Highpoint RAID controllers select hpt366 chipset support, support for IDE RAID controllers and Highpoint
782 370 software RAID.For Promise RAID controllers select PROMISE PDC202{46|62|65|67|68|69|70} support, support for IDE RAID
783 controllers and Support Promise software RAID (Fasttrak(tm))</p>
784
785 <p>If you use PPPoE to connect to Internet, you will need the following
786 options in the kernel (built-in or as preferably as modules) :
787 "PPP (point-to-point protocol) support", "PPP support for async serial ports",
788 "PPP support for sync tty ports". The two compression options won't harm but
789 are not definitely needed, neither does the "PPP over Ethernet" option,
790 that might only be used by <i>rp-pppoe</i> when configured to do kernel mode PPPoE.
791 </p>
792
793 <p>If you have an IDE cd burner, then you need to enable SCSI emulation in the
794 kernel. Turn on "ATA/IDE/MFM/RLL support" ---> "IDE, ATA and ATAPI Block
795 devices" ---> "SCSI emulation support" (I usually make it a module), then
796 under "SCSI support" enable "SCSI support", "SCSI CD-ROM support" and
797 "SCSI generic support" (again, I usually compile them as modules). If you
798 also choose to use modules, then <c>echo -e "ide-scsi\nsg\nsr_mod"
799 >> /etc/modules.autoload</c> to have them automatically added at boot time. </p>
800
801 <note>
802 For those who prefer it,
803 it is now possible to install Gentoo Linux with a 2.2 kernel.
804 Such stability will come at a price:
805 you will lose many of the nifty features that
806 are new to the 2.4 series kernels (such as XFS and tmpfs
807 filesystems, iptables, and more), although the 2.2 kernel sources can be
808 patched with Reiserfs and devfs support.
809 Gentoo linux bootscripts require either tmpfs or ramdisk support in the kernel, so
810 2.2 kernel users need to make sure that ramdisk support is compiled in (ie, not a module).
811 It is <comment>vital</comment> that a <e>gentoo=notmpfs</e> flag be added to the kernel
812 line in <path>/boot/grub/grub.conf</path> for the 2.2 kernel so that a ramdisk is mounted
813 for the bootscripts instead of tmpfs. If you choose not to use devfs, then
814 <e>gentoo=notmpfs,nodevfs</e> should be used instead.
815 </note>
816
817 <p>Your new custom kernel (and modules) are now installed. Now you need to choose a system
818 logger that you would like to install. We offer sysklogd, which is the traditional set
819 of system logging daemons. We also have msyslog and syslog-ng as well as metalog. Power users seem
820 to gravitate away from sysklogd (not very good performance) and towards the
821 newer alternatives.
822 If in doubt, you may want to try metalog, since it seems to be quite popular.
823 To merge your logger of choice, type <e>one</e> of the next four lines: </p>
824
825
826 <pre caption = "Emerging System Logger of Choice">
827 # <c>emerge app-admin/sysklogd</c>
828 # <c>rc-update add sysklogd default</c>
829 <comment>or</comment>
830 # <c>emerge app-admin/syslog-ng</c>
831 # <c>rc-update add syslog-ng default</c>
832 <comment>or</comment>
833 # <c>emerge app-admin/metalog</c>
834 # <c>rc-update add metalog default</c>
835 <comment>or</comment>
836 # <c>emerge app-admin/msyslog</c>
837 # <c>rc-update add msyslog default</c>
838 </pre>
839
840 <warn>
841 In the case of syslog-ng you need to create
842 <path>/etc/syslog-ng/syslog-ng.conf</path>.
843 See <path>/etc/syslog-ng</path>
844 for a sample configuration file.
845 </warn>
846
847 <impo>
848 Metalog flushes output to the disk in blocks, so messages aren't immediately recorded into
849 the system logs. If you are trying to debug a daemon, this performance-enhancing behavior is less than helpful. When your
850 Gentoo Linux system is up and running, you can send
851 metalog a USR1 signal to temporarily turn off this message buffering (meaning that
852 <i>tail -f <path>/var/log/everything/current</path></i> will now work
853 in real time, as expected),
854 and a USR2 signal to turn buffering back on
855 again.
856 </impo>
857
858 <p>Now, you may optionally choose a cron package that you'd like to use. Right now, we offer dcron, fcron and vcron. If you don't know which one to choose, you might as well grab vcron. They can be installed as follows:</p>
859
860 <pre caption = "Choosing a CRON Daemon">
861 # <c>emerge sys-apps/dcron</c>
862 # <c>crontab /etc/crontab</c>
863 <comment>or</comment>
864 # <c>emerge sys-apps/fcron</c>
865 # <c>crontab /etc/crontab</c>
866 <comment>or</comment>
867 # <c>emerge sys-apps/vcron</c>
868 # <c>crontab /etc/crontab</c>
869 <comment>Don't forget to add your *cron to the proper init level. </comment>
870 # <c>rc-update add *cron default </c>
871 </pre>
872
873 <p>For more information how how cron works under Gentoo Linux, see <uri link="http://lists.gentoo.org/pipermail/gentoo-announce/2002-April/000151.html">this announcement</uri>.</p>
874 <p>For more information on starting programs and daemons at startup, see the <uri link="/doc/rc-scripts.html">rc-script guide</uri>. </p>
875 </body>
876 </section>
877 </chapter>
878
879 <chapter>
880 <title>Final steps: Install Additional Packages</title>
881 <section>
882 <body>
883
884 <p>If you need rp-pppoe to connect to the net, be aware that at this point
885 it has not been installed. It would be the good time to do it. </p>
886
887 <pre caption = "Installing rp-pppoe">
888 # <c>emerge rp-pppoe</c>
889 </pre>
890
891 <note> Please note that the rp-pppoe is built but not configured.
892 You will have to do it again using <c>adsl-setup</c> when you boot into your Gentoo system
893 for the first time. </note>
894
895
896 <p>You may need to install some additional packages in the Portage tree
897 if you are using any optional features like XFS, ReiserFS or LVM. If you're
898 using XFS, you should emerge the <c>xfsprogs</c> ebuild: </p>
899
900 <pre caption = "Emerging Filesystem Tools">
901 # <c>emerge sys-apps/xfsprogs</c>
902 <comment>If you'd like to use ReiserFS, you should emerge the ReiserFS tools: </comment>
903 # <c> emerge sys-apps/reiserfsprogs</c>
904 <comment>If you're using LVM, you should emerge the <c>lvm-user</c> package: </comment>
905 # <c>emerge --usepkg sys-apps/lvm-user</c>
906 </pre>
907
908
909 <p>If you're a laptop user and wish to use your PCMCIA slots on your first
910 real reboot, you'll want to make sure you install the <i>pcmcia-cs</i> package. </p>
911
912 <pre caption = "Emerging PCMCIA-cs">
913 # <c>emerge sys-apps/pcmcia-cs</c>
914 </pre>
915
916 </body>
917 </section>
918 </chapter>
919
920 <chapter>
921 <title>Final steps: /etc/fstab</title>
922 <section>
923 <body>
924 <p>Your Gentoo Linux system is almost ready for use. All we need to do now is configure
925 a few important system files and install the GRUB boot loader.
926 The first file we need to
927 configure is <path>/etc/fstab</path>. Remember that you should use
928 the <c>notail</c> option for your boot partition if you chose to create a ReiserFS filesystem on it.
929 Remember to specify <c>ext2</c>, <c>ext3</c> or <c>reiserfs</c> filesystem types as appropriate.</p>
930
931 <p>Use something like the <path>/etc/fstab</path> listed below, but of course be sure to replace "BOOT",
932 "ROOT" and "SWAP" with the actual block devices you are using (such as <c>hda1</c>, etc.)</p>
933 <pre caption = "Editing fstab">
934 <comment>
935 # /etc/fstab: static file system information.
936 #
937 # noatime turns of atimes for increased performance (atimes normally aren't
938 # needed; notail increases performance of ReiserFS (at the expense of storage
939 # efficiency). It's safe to drop the noatime options if you want and to
940 # switch between notail and tail freely.
941
942 # &lt;fs&gt; &lt;mountpoint&gt; &lt;type&gt; &lt;opts&gt; &lt;dump/pass&gt;
943
944 # NOTE: If your BOOT partition is ReiserFS, add the notail option to opts.
945 </comment>
946 /dev/BOOT /boot ext2 noauto,noatime 1 2
947 /dev/ROOT / ext3 noatime 0 1
948 /dev/SWAP none swap sw 0 0
949 /dev/cdroms/cdrom0 /mnt/cdrom iso9660 noauto,ro 0 0
950 proc /proc proc defaults 0 0
951 </pre>
952
953 <warn>Please notice that <i>/boot</i> is NOT mounted at boottime. This is to protect the data in <i>/boot</i> from
954 corruption. If you need to access <i>/boot</i>, please mount it!
955 </warn>
956
957 </body>
958 </section>
959 <section>
960 <title>Final steps: Root Password</title>
961 <body>
962 <p>Before you forget, set the root password by typing: </p>
963
964 <pre caption = "Setting the root Password">
965 # <i>passwd</i>
966 </pre>
967
968 </body>
969 </section>
970
971 <section>
972 <title>Final steps: /etc/hostname</title>
973 <body>
974 <p>Edit this file so that it contains your fully-qualified domain name on a single line, i.e. <c>mymachine.mydomain.com</c>. </p>
975
976 <pre caption = "Configuring Hostname">
977 # <c>echo mymachine.mydomain.com > /etc/hostname</c>
978 </pre>
979
980 </body>
981 </section>
982
983 <section>
984 <title>Final steps: /etc/hosts</title>
985 <body>
986 <p>This file contains a list of ip addresses and their associated hostnames. It's used by the system to resolve the IP addresses
987 of any hostnames that may not be in your nameservers. Here's a template for this file: </p>
988
989 <pre caption = "Hosts Template">
990 127.0.0.1 localhost
991 <comment># the next line contains your IP for your local LAN, and your associated machine name</comment>
992 192.168.1.1 mymachine.mydomain.com mymachine
993 </pre>
994
995 <note>If you are on a DHCP network, it might be helpful to set <i>localhost</i> to your machine's
996 actual hostname. This will help GNOME and many other programs in name resolution.
997 </note>
998
999 </body>
1000 </section>
1001
1002 <section>
1003 <title>Final Network Configuration</title>
1004 <body>
1005
1006
1007 <p>Add the names of any modules that are necessary for the proper functioning of your system to
1008 <path>/etc/modules.autoload</path> file (you can also add any options you
1009 need to the same line.) When Gentoo Linux boots, these modules will be automatically
1010 loaded. Of particular importance is your ethernet card module, if you happened to compile
1011 it as a module:
1012 </p>
1013
1014 <pre caption="/etc/modules.autoload">
1015 <comment>This is assuming that you are using a 3com card. Check <path>/lib/modules/`uname -r`/kernel/drivers/net</path> for your
1016 card. </comment>
1017 3c59x
1018 </pre>
1019
1020 <p>Edit the <path>/etc/conf.d/net</path> script to get your network configured for your
1021 first boot: </p>
1022
1023 <pre caption = "Boottime Network Configuration">
1024 # <c>nano -w /etc/conf.d/net</c>
1025 # <c>rc-update add net.eth0 default</c>
1026 </pre>
1027
1028
1029 <p>If you have multiple network cards you need to create additional <path>net.eth<comment>x</comment></path>
1030 scripts for each one (<comment>x</comment> = 1, 2, ...): </p>
1031
1032 <pre caption="Multiple Network Interfaces">
1033 # <c>cd /etc/init.d</c>
1034 # <c>cp net.eth0 net.eth<comment>x</comment></c>
1035 # <c>rc-update add net.eth<comment>x</comment> default</c>
1036 </pre>
1037
1038
1039 <p>If you have a PCMCIA card installed, have a quick look into
1040 <path>/etc/init.d/pcmcia</path> to verify that things seem all right for your setup,
1041 then add </p>
1042
1043 <pre caption = "PCMCIA Options">
1044 depend() {
1045 need pcmcia
1046 }
1047 </pre>
1048
1049 <p>to the top of your <path>/etc/init.d/net.eth<comment>x</comment></path> file.
1050 This makes sure that the PCMCIA drivers are autoloaded whenever your network is loaded. </p>
1051
1052 </body>
1053 </section>
1054
1055 <section>
1056 <title>Final steps: configure basic settings (including the international keymap setting)</title>
1057 <body>
1058
1059 <pre caption="basic configuration">
1060 # <c>nano -w /etc/rc.conf</c>
1061 </pre>
1062
1063 <p>Follow the directions in the file to configure the basic settings.
1064 All users will want to make sure that <c>CLOCK</c> is set to his/her
1065 liking. International keyboard users will want to set the <c>KEYMAP</c>
1066 variable (browse <path>/usr/share/keymaps</path> to see the various
1067 possibilities). </p>
1068
1069 </body>
1070 </section>
1071
1072 <section>
1073 <title>Final steps: Configure GRUB</title>
1074 <body>
1075
1076 <p>The most critical part of understanding GRUB is getting comfortable with how GRUB refers to hard drives and partitions.
1077 Your Linux partition <path>/dev/hda1</path> is called <path>(hd0,0)</path> under GRUB. Notice the parenthesis around the hd0,0 - they are required.
1078 Hard drives count from zero rather than "a", and partitions start at zero rather than one. Be aware too that with the hd devices, only harddrives are counted,
1079 not atapi-ide devices such as cdrom players, burners, and that the same
1080 construct can be used with scsi drives. (Normally they get higher numbers
1081 than ide drives except when the bios is configured to boot from scsi devices.)
1082
1083 Assuming you have a harddrive on /dev/hda, a cdrom player on /dev/hdb,
1084 a burner on /dev/hdc and a second hardrive on /dev/hdd, for example,
1085 and no scsi harddrive
1086 <path>/dev/hdd7</path> gets translated to <path>(hd1,6)</path>.
1087
1088 It might sound tricky, and tricky it is indeed, but as we will see, grub
1089 offers a tab completion mechanism that comes handy for those of you having
1090 a lot of harddrives and partitions and who are a little lost in the
1091 grub numbering scheme. Having gotten the feel for that,
1092 it's time to install GRUB.
1093 </p>
1094
1095 <p>The easiest way to install GRUB is to simply type <c>grub</c> at your chrooted shell prompt: </p>
1096
1097 <pre caption = "Installing GRUB">
1098 # <c>grub</c>
1099 </pre>
1100
1101 <impo>If you are using hardware RAID this part will not work at
1102 this time.
1103 Skip to the section on making your <path>grub.conf</path>. After that we will complete the
1104 grub setup for RAID controllers</impo>
1105
1106 <p>You'll be presented with the <c>grub&gt;</c> grub
1107 command-line prompt. Now, you need to type in the
1108 right commands to install the GRUB boot record onto your hard drive. In my example configuration,
1109 I want to install the GRUB boot record on my hard drive's MBR (master boot record), so that
1110 the first thing I see when I turn on the computer is the GRUB prompt. In my case, the commands
1111 I want to type are:</p>
1112
1113 <pre caption = "GRUB Commands">
1114 grub&gt; <c>root (hd0,0)</c>
1115 grub&gt; <c>setup (hd0)</c>
1116 grub&gt; <c>quit</c>
1117 </pre>
1118
1119 <p>Here's how the two commands work. The first <c>root ( )</c> command tells GRUB
1120 the location of your boot partition (in our example, <path>/dev/hda1</path> or
1121 <path>(hd0,0)</path> in GRUB terminology. Then, the second <c>setup ( )</c> command tells GRUB where to install the
1122 boot record - it will be configured to look for its special files at the <c>root
1123 ( )</c> location that you specified. In my case, I want the boot record on the
1124 MBR of the hard drive, so I simply specify <path>/dev/hda</path> (also known as <path>(hd0)</path>). If I were using
1125 another boot loader and wanted to set up GRUB as a secondary boot-loader, I
1126 could install GRUB to the boot record of a particular partition. In that case,
1127 I'd specify a particular partition rather than the entire disk. Once the GRUB
1128 boot record has been
1129 successfully installed, you can type <c>quit</c> to quit GRUB.
1130 <note> The tab completion mechanism of grub can be used from within grub,
1131 assuming you wrote <c> root (</c> and that you hit the TAB key, you would
1132 be prompted with a list of the available devices (not only harddrives),
1133 hitting the TAB key having written <c> root (hd</c>, grub would print the
1134 available harddrives and hitting the TAB key after writing <c> root (hd0,</c>
1135 would make grub print the list of partitions on the first harddrive.
1136
1137 Checking the syntax of the grub location with completion should really help
1138 to make the right choice.
1139 </note>
1140 Gentoo Linux is now
1141 installed, but we need to create the <path>/boot/grub/grub.conf</path> file so that
1142 we get a nice GRUB boot menu when the system reboots. Here's how to do it.</p>
1143
1144 <impo>To ensure backwards compatibility with GRUB, make sure to make a link from
1145 <i>grub.conf</i> to <i>menu.lst</i>. You can do this by doing
1146 <c>ln -s /boot/grub/grub.conf /boot/grub/menu.lst </c>. </impo>
1147
1148 <p>Now, create the grub.conf file (<c>nano -w /boot/grub/grub.conf</c>), and add the following to it: </p>
1149
1150 <pre caption = "Grub.conf for GRUB">
1151 default 0
1152 timeout 30
1153 splashimage=(hd0,0)/boot/grub/splash.xpm.gz
1154
1155 title=My example Gentoo Linux
1156 root (hd0,0)
1157 kernel /boot/bzImage root=/dev/hda3
1158
1159 <comment> #Below is for setup using hardware RAID</comment>
1160 title=My Gentoo Linux on RAID
1161 root (hd0,0)
1162 kernel /boot/bzImage root=/dev/ataraid/discX/partY
1163
1164 <comment># Below needed only for people who dual-boot</comment>
1165 title=Windows NT Workstation
1166 root (hd0,5)
1167 chainloader +1
1168 </pre>
1169
1170 <note>
1171 (hd0,0) should be written without any spaces inside the parentheses.
1172 </note>
1173
1174 <impo>
1175 If you set up scsi emulation for an IDE cd burner earlier, then to get it to
1176 actually work you need to add an "hdx=ide-scsi" fragment to the kernel
1177 line in grub.conf (where "hdx" should be the device for your cd burner).
1178 </impo>
1179
1180 <p>After saving this file, Gentoo Linux installation is complete. Selecting the first option will
1181 tell GRUB to boot Gentoo Linux without a fuss. The second part of the grub.conf file is optional, and shows you how to
1182 use GRUB to boot a bootable Windows partition.</p>
1183
1184 <note>Above, <path>(hd0,0)</path> should point to your "boot" partition
1185 (<path>/dev/hda1</path> in our example config) and <path>/dev/hda3</path> should point to
1186 your root filesystem. <path>(hd0,5)</path> contains the NT boot
1187 loader.</note>
1188
1189 <p>If you need to pass any additional options to the kernel, simply
1190 add them to the end of the <c>kernel</c> command. We're already passing one option
1191 (<c>root=/dev/hda3</c>), but you can pass others as well. In particular, you can
1192 turn off devfs by default (not recommended unless you know what you're doing) by
1193 adding the <c>gentoo=nodevfs</c> option to the <c>kernel</c> command.
1194 </p>
1195
1196 <note>Unlike in earlier versions of Gentoo Linux, you no longer have to add
1197 <c>devfs=mount</c> to the end of the <c>kernel</c> line to enable devfs. In rc6
1198 devfs is enabled by default.
1199 </note>
1200
1201 <p>If you are using hardware RAID, you must make a GRUB boot
1202 disk. With hardware RAID
1203 if you try to install grub from your chrooted shell it will fail. So we
1204 will make a GRUB
1205 boot disk, and when you reboot the first time we will install GRUB
1206 to the MBR. Make your
1207 bootdisk like this: </p>
1208
1209 <pre caption = "Creating a RAID Bootdisk">
1210 # <c>mke2fs /dev/fd0</c>
1211 # <c>mount /dev/fd0 /mnt/floppy</c>
1212 # <c>mkdir -p /mnt/floppy/boot/grub</c>
1213 # <c>cp /usr/share/grub/i386-pc/stage1 /mnt/floppy/boot/grub/</c>
1214 # <c>cp /usr/share/grub/i386-pc/stage2 /mnt/floppy/boot/grub/</c>
1215
1216 # <c>grub</c>
1217
1218 grub&gt; <c>root (fd0)</c>
1219 grub&gt; <c>setup (fd0)</c>
1220 grub&gt; <c>quit</c>
1221 </pre>
1222
1223
1224 </body>
1225 </section>
1226 </chapter>
1227
1228 <chapter>
1229 <title>Installation Complete!</title>
1230 <section>
1231 <body>
1232 <p>Now, Gentoo Linux is installed. The only remaining step is to exit the chrooted shell,
1233 udpate necessary configuration files,
1234 safely unmount your partitions
1235 and reboot the system: </p>
1236
1237 <pre caption = "Rebooting the System">
1238 # <c>etc-update</c>
1239 # <c>exit</c>
1240 <codenote>This exits the chrooted shell; you can also type <c>^D</c></codenote>
1241 # <c>cd / </c>
1242 # <c>umount /mnt/gentoo/boot</c>
1243 # <c>umount /mnt/gentoo/proc</c>
1244 # <c>umount /mnt/gentoo</c>
1245 # <c>reboot</c>
1246 </pre>
1247
1248 <note>
1249 After rebooting, it is a good idea to run the <c>update-modules</c> command to create
1250 the <path>/etc/modules.conf</path> file. Instead of modifying this file directly, you should
1251 generally make changes to the files in <path>/etc/modules.d</path>.
1252 </note>
1253
1254 <impo>Remember if you are running hardware RAID, you must
1255 use the bootdisk for the first reboot.
1256 then go back and install grub the way everyone else did the first
1257 time. You are done, congratulations</impo>
1258
1259 <p>If you have any questions or would like to get involved with Gentoo Linux development,
1260 consider joining our gentoo-user and gentoo-dev mailing lists
1261 (there's a "click to subscribe" link on our <uri link="http://www.gentoo.org">main page</uri>).
1262 We also have a handy <uri link="/doc/desktop.html">Desktop configuration guide</uri> that will
1263 help you to continue configuring your new Gentoo Linux system, and a useful
1264 <uri link="http://www.gentoo.org/doc/portage-user.html">Portage user guide</uri>
1265 to help familiarize you with Portage basics. You can find the rest of the Gentoo Documentation
1266 <uri link = "http://www.gentoo.org/index-docs.html">here</uri>.
1267 Enjoy and welcome to Gentoo Linux!</p>
1268 </body>
1269 </section>
1270 </chapter>
1271
1272 <chapter>
1273 <title>Gentoo-Stats</title>
1274 <body>
1275 <p>The Gentoo Linux usage statistics program was started as an attempt to give the developers a way to find out about their user base. It collects information about Gentoo Linux usage to help us in set priorities our development. Installing it is completely optional, and it would be greatly appreciated if you decide to use it. Compiled statistics can be viewed at <uri>http://stats.gentoo.org/</uri>.</p>
1276
1277 <p>The gentoo-stats server will assign a unique ID to your system. This ID is used to make sure that each system is counted only once. The ID will not be used to individually identify your system, nor will it be mached against an IP address or other personal information. Every precaution has been taken to assure your privacy in the development of this system. The following are the things that we are monitoring right now through our "gentoo-stats" program:</p>
1278 <ul>
1279 <li>installed packages and their version numbers</li>
1280 <li>CPU information: speed (MHz), vendor name, model name, CPU flags (like "mmx" or "3dnow")</li>
1281 <li>memory information (total available physical RAM, total available swap space)</li>
1282 <li>PCI cards and network controller chips</li>
1283 <li>the Gentoo Linux profile your machine is using (that is, where the /etc/make.profile link is pointing to).</li>
1284 </ul>
1285
1286 <p>We are aware that disclosure of sensitive information is a threat to most Gentoo Linux users (just as it is to the developers).</p>
1287
1288 <ul>
1289 <li>Unless you modify the gentoo-stats program, it will never transmit sensitive information such as your passwords, configuration data, shoe size...</li>
1290 <li>Transmission of your e-mail addresses is optional and turned off by default.</li>
1291 <li>The IP address your data transmission originates from will never be logged in such a way that we can identify you. There are no "IP address/system ID" pairs.</li>
1292 </ul>
1293
1294 <p>The installation is easy - just run the following commands:</p>
1295
1296 <pre caption="Installing gentoo-stats">
1297 # <c>emerge gentoo-stats</c> <codenote>Installs gentoo-stats</codenote>
1298 # <c>gentoo-stats --new</c> <codenote>Obtains a new system ID</codenote>
1299 </pre>
1300
1301 <p>The second command above will request a new system ID and enter it into <path>/etc/gentoo-stats/gentoo-stats.conf</path> automatically. You can view this file to see additional configuration options.</p>
1302
1303 <p>After that, the program should be run on a regular schedule (gentoo-stats does not have to be run as root). Add this line to your <path>crontab</path>:</p>
1304
1305 <pre caption="Updating gentoo-stats with cron">
1306 <c>0 0 * * 0,4 /usr/sbin/gentoo-stats --update > /dev/null</c>
1307 </pre>
1308
1309 <p>The <c>gentoo-stats</c> program is a simple perl script which can be viewed with your favortive pager or editor: <path>/usr/sbin/gentoo-stats</path>.</p>
1310
1311 </body>
1312 </chapter>
1313
1314
1315
1316
1317 </guide>

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