Gentoo Linux 1.4_rc4 Installation Instructions Daniel Robbins Chris Houser Jerry Alexandratos Grant Goodyear John P. Davis Pierre-Henri Jondot Eric Stockbridge Rajiv Manglani Jungmin Seo Stoyan Zhekov Jared Hudson Colin Morey Jorge Paulo Carl Anderson These instructions step you through the process of installing Gentoo Linux 1.4_rc4. The Gentoo Linux installation process supports various installation approaches, depending upon how much of the system you want to custom-build from scratch. 2.6.1 16 Apr 2003 About the Install

This new boot CD will boot from nearly any modern IDE CD-ROM drive, as well as many SCSI CD-ROM drives, assuming that your CD-ROM and BIOS both support booting. Included on the CD-ROM is Linux support for IDE (and PCI IDE) (built-in to the kernel) as well as support for all SCSI devices (available as modules.) In addition, we provide modules for literally every kind of network card that Linux supports, as well as tools to allow you to configure your network and establish outbound (as well as inbound) ssh connections and to download files.

To install from the build CD, you will need to have a 486+ processor and ideally at least 64 Megabytes of RAM. (Gentoo Linux has been successfully built with 64MB of RAM + 64MB of swap space, but the build process is awfully slow under those conditions.)

Gentoo Linux can be installed using one of three "stage" tarball files. The one you choose depends on how much of the system you want to compile yourself. The stage1 tarball is used when you want to bootstrap and build the entire system from scratch. The stage2 tarball is used for building the entire system from a bootstrapped state. The stage3 tarball already contains a basic Gentoo Linux system.

So, should you choose to start from a stage1, stage2, or stage3 tarball? Starting from a stage1 allows you to have total control over the optimization settings and optional build-time functionality that is initially enabled on your system. This makes stage1 installs good for power users who know what they are doing. Stage2 installs allow you to skip the bootstrap process, and doing this is fine if you are happy with the optimization settings that we chose for your particular stage2 tarball. Choosing to go with a stage3 allows for the fastest install of Gentoo Linux, but also means that your base system will have the optimization settings that we chose for you. Since major releases of Gentoo Linux have stage3's specifically optimized for various popular processors, this may be sufficient for you. If you're installing Gentoo Linux for the first time, consider using a stage3 tarball for installation.

So, how does one begin the install process? First, you will want to decide which one of our LiveCD ISO images to grab from http://www.ibiblio.org/gentoo/releases/1.4_rc4/x86/ . Please consider using one of our mirrors to alleviate the heavy load from the main server. A list of servers can be found at http://www.gentoo.org/main/en/mirrors.xml.

The LiveCDs are full CD images that should be burned to a CDR or CD-RW using CD burning software. Currently, we have two types of LiveCDs. The first carries the "gentoo-basic" label, and is approximately 40MB in size, contains only the stage 1 tarball and lives in the x86/livecd/ directory. This LiveCD is of minimal size to allow for a initial quick download and contains a stage1 tarball that can be found in /mnt/cdrom/gentoo/ after the CD has booted.

The second flavor of LiveCD we currently offer is labeled "gentoo-3stages." This CD is also found in x86/livecd. It contains stage 1, 2 and 3 tarballs. Using this LiveCD, it will be possible for you to install a fully-functional Gentoo Linux system very quickly.

What happened to i686, pentium3, athlon, athlon-mp stages, LiveCDs and GRP (Gentoo Reference Platform)? Gentoo 1.4_rc4 is meant to be a minimal release candidate only. 1.4_final will contain all the usual x86 architectures and GRP. If you want to install stages optimized for these other x86 architectures or GRP, use the 1.4_rc2 documentation, which can be found at http://www.gentoo.org/doc/en/gentoo-x86-1.4_rc2-install.xml

If you encounter a problem with any part of the install and wish to report it as a bug, report it to http://bugs.gentoo.org. If the bug needs to be sent upstream to the original software developers (eg the KDE team) the Gentoo Linux developers will take care of that for you.

Now, let us quickly review the install process. First, we will download, burn and boot a LiveCD. After getting a root prompt, we will create partitions, create our filesystems, and extract either a stage1, stage2 or stage3 tarball. If we are using a stage1 or stage2 tarball, we will take the appropriate steps to get our system to stage3. Once our system is at stage3, we can configure it (customize configuration files, install a boot loader, etc) and boot it and have a fully-functional Gentoo Linux system. Depending on what stage of the build process you're starting from, here is what is required for installation:

1partition/filesystem setup, emerge sync, bootstrap, emerge system, emerge kernel sources, final configuration2partition/filesystem setup, emerge sync, emerge system, emerge kernel sources, final configuration3partition/filesystem setup, emerge sync, final configuration
stage tarball requirements for installation
Booting

Start by booting the LiveCD. You should see a fancy boot screen with the Gentoo Linux logo on it. At this screen, you can hit Enter to begin the boot process, or boot the LiveCD with custom boot options by specifying a kernel followed by boot options and then hitting Enter. For example gentoo nousb nohotplug. Consult the following table for a list of available kernels and options or press F2 to view the help screen.

gentoobasic gentoo kernel (default)800800x600 framebuffer mode10241024x768 framebuffer mode (default)12801280x1024 framebuffer modenofbframebuffer mode disabledsmploads a smp kernel in noframebuffer modeacpienables acpi=on + loads acpi modules during initmemtestboots the memory testing program
Available kernels. description

doataraidloads ide raid modules from initrddofirewiremodprobes firewire modules in initrd (for firewire cdroms,etc)dokeymapenable keymap selection for non-us keyboard layoutsdopcmciastarts pcmcia servicedoscsiscan for scsi devices (breaks some ethernet cards)noapmdisables apm module loadnodetectcauses hwsetup/kudzu and hotplug not to runnodhcpdhcp does not automatically start if nic detectednohotplugdisables loading hotplug servicenoraiddisables loading of evms modulesnousbdisables usb module load from initrd, disables hotplugide=nodmaForce disabling of dma for malfunctioning ide devicescdcacheCache the entire runtime portion of cd in ram, This uses 40mb of RAM , but allows you to umount /mnt/cdrom and mount another cdrom.
Available boot options. description

Once you hit Enter, you will be greeted with the standard kernel booting output, kernel and initrd messages, followed by the normal Gentoo Linux boot sequence. You will be automatically logged in as "root" and the root password will be set to a random string for security purposes. You should have a root ("#") prompt on the current console, and can also switch to other consoles by pressing Alt-F2, Alt-F3 and Alt-F4. Get back to the one you started on by pressing Alt-F1. At this point you should set the root password, type passwd and follow the prompts.

You've probably also noticed that above your # prompt is a bunch of help text that explains how to do things like configure your Linux networking and telling you where you can find the Gentoo Linux stage tarballs and packages on your CD.

Load Kernel Modules

If the PCI autodetection missed some of your hardware, you will have to load the appropriate kernel modules manually. To view a list of all available network card modules, type ls /lib/modules/*/kernel/drivers/net/*. To load a particular module, type:

# modprobe pcnet32
(replace pcnet32 with your NIC module)

Likewise, if you want to be able to access any SCSI hardware that wasn't detected during the initial boot autodetection process, you will need to load the appropriate modules from /lib/modules, again using modprobe:

# modprobe aic7xxx
(replace aic7xxx with your SCSI adapter module)
# modprobe sd_mod
(sd_mod is the module for SCSI disk support)
Support for a SCSI CD-ROMs and disks are built-in in the kernel.

If you are using hardware RAID, you will need to load the ATA-RAID modules for your RAID controller.

# modprobe ataraid    
# modprobe pdcraid            
(Promise Raid Controller)    
# modprobe hptraid            
(Highpoint Raid Controller)    

The Gentoo LiveCD should have enabled DMA on your disks, but if it did not, hdparm can be used to set DMA on your drives.

Replace hdX with your disk device.
# hdparm -d 1 /dev/hdX Enables DMA 
# hdparm -d1 -A1 -m16 -u1 -a64 /dev/hdX
(Enables DMA and other safe performance-enhancing options)
# hdparm -X66 /dev/hdX
(Force-enables Ultra-DMA -- dangerous -- may cause some drives to mess up)
Configuring Networking
Maybe it just works?

If you're using a 1.4_rc3 or later LiveCD, it is possible that your networking has already been configured automatically for you. If so, you should be able to take advantage of the many included network-aware commands on the LiveCD such as ssh, scp, ping, irssi, wget and lynx, among others.

If networking has been configured for you, the /sbin/ifconfig command should list some internet interfaces besides lo, such as eth0:

eth0      Link encap:Ethernet  HWaddr 00:50:BA:8F:61:7A
          inet addr:192.168.0.2  Bcast:192.168.0.255  Mask:255.255.255.0
          inet6 addr: fe80::50:ba8f:617a/10 Scope:Link
          UP BROADCAST RUNNING MULTICAST  MTU:1500  Metric:1
          RX packets:1498792 errors:0 dropped:0 overruns:0 frame:0
          TX packets:1284980 errors:0 dropped:0 overruns:0 carrier:0
          collisions:1984 txqueuelen:100
          RX bytes:485691215 (463.1 Mb)  TX bytes:123951388 (118.2 Mb)
          Interrupt:11

You may want to also try pinging your ISP's DNS server (found in /etc/resolv.conf), and a Web site of choice, just to make sure that your packets are reaching the net, DNS name resolution is working correctly, etc.

# ping -c 3 www.yahoo.com 

Are you able to use your network? If so, you can skip the rest of this section.

PPPoE configuration

Assuming you need PPPoE to connect to the internet, the LiveCD (any version) has made things easy for you by including rp-pppoe. Use the provided adsl-setup script to configure your connection. You will be prompted for the ethernet device that is connected to your adsl modem, your username and password, the IPs of your DNS servers, and if you need a basic firewall or not.

#  adsl-setup 
#  adsl-start 

If something goes wrong, double-check that you correctly typed your username and password by looking at /etc/ppp/pap-secrets or /etc/ppp/chap-secrets, and make sure you are using the right ethernet device.

Automatic Network Configuration

The simplest way to set up networking if it didn't get configured automatically is to run the net-setup script.

# net-setup eth0

Of course, if you prefer, you may still set up networking manually. This is covered next.

Manual DHCP Configuration

Network configuration is simple with DHCP; If your ISP is not using DHCP, skip down to the static configuration section below.

# dhcpcd eth0
Some ISPs require you to provide a hostname. To do that, add a -h myhostname flag to the dhcpcd command line above.

If you receive dhcpConfig warnings, don't panic; the errors are most likely cosmetic. Skip down to Network testing below.

Manual Static Configuration

We need to setup just enough networking so that we can download sources for the system build, as well as the required localhost interface. Type in the following commands, replacing $IFACE with your network interface (typically eth0), $IPNUM with your IP address, $BCAST with your broadcast address, and $NMASK with your network mask. For the route command, replace $GTWAY with your default gateway.

# ifconfig $IFACE $IPNUM broadcast $BCAST netmask $NMASK
# /sbin/route add -net default gw $GTWAY netmask 0.0.0.0 metric 1

Now it is time to create the /etc/resolv.conf file so that name resolution (finding Web/FTP sites by name, rather than just by IP address) will work.

Here is a template to follow for creating your /etc/resolv.conf file:

domain mydomain.com
nameserver 10.0.0.1
nameserver 10.0.0.2

Replace 10.0.0.1 and 10.0.0.2 with the IP addresses of your primary and secondary DNS servers respectively.

Proxy Configuration

If you are behind a proxy, it is necessary to configure your proxy before you continue. We will export some variables to set up the proxy accordingly.

# export http_proxy="machine.company.com:1234" 
# export ftp_proxy="$http_proxy" 
# export RSYNC_PROXY="$http_proxy" 
Networking is go!

Networking should now be configured and usable. You should be able to use the included ssh, scp, lynx, irssi and wget commands to connect to other machines on your LAN or the Internet.

I don't have networking! If you don't have networking there is some help in the Gentoo Forums. Some useful links can be found at http://forums.gentoo.org/viewtopic.php?t=43025.
Setting your system's date and time

Now you need to set your system's date and time. You can do this using the date command.

# date
Thu Feb 27 09:04:42 CST 2003
(If your date is wrong, set your date with this next command)
# date 022709042003
(date MMDDhhmmCCYY)
Filesystems, partitions and block devices
Introduction to block devices

In this section, we'll take a good look at disk-oriented aspects of Gentoo Linux and Linux in general, including Linux filesystems, partitions and block devices. Then, once you're familiar with the ins and outs of disks and filesystems, you'll be guided through the process of setting up partitions and filesystems for your Gentoo Linux install.

To begin, I'll introduce "block devices". The most famous block device is probably the one that represents the first IDE drive in a Linux system:

/dev/hda

If your system uses SCSI drives, then your first hard drive will be:

/dev/sda

The block devices above represent an abstract interface to the disk. User programs can use these block devices to interact with your disk without worrying about whether your drivers are IDE, SCSI or something else. The program can simply address the storage on the disk as a bunch of contiguous, randomly-accessible 512-byte blocks.

Partitions and fdisk

Under Linux, we create filesystems by using a special command called mkfs (or mke2fs, mkreiserfs, etc,) specifying a particular block device as a command-line argument.

However, although it is theoretically possible to use a "whole disk" block device (one that represents the entire disk) like /dev/hda or /dev/sda to house a single filesystem, this is almost never done in practice. Instead, full disk block devices are split up into smaller, more manageable block devices called "partitions". Partitions are created using a tool called fdisk, which is used to create and edit the partition table that's stored on each disk. The partition table defines exactly how to split up the full disk.

We can take a look at a disk's partition table by running fdisk, specifying a block device that represents a full disk as an argument:

Alternate interfaces to the disk's partition table include cfdisk, parted and partimage
# fdisk /dev/hda 

or

# fdisk /dev/sda
Note that you should not save or make any changes to a disk's partition table if any of its partitions contain filesystems that are in use or contain important data. Doing so will generally cause data on the disk to be lost.

Once in fdisk, you'll be greeted with a prompt that looks like this:

Command (m for help): 

Type p to display your disk's current partition configuration:

Command (m for help): p

Disk /dev/hda: 240 heads, 63 sectors, 2184 cylinders
Units = cylinders of 15120 * 512 bytes

Device Boot    Start       End    Blocks   Id  System
/dev/hda1             1        14    105808+  83  Linux
/dev/hda2            15        49    264600   82  Linux swap
/dev/hda3            50        70    158760   83  Linux
/dev/hda4            71      2184  15981840    5  Extended
/dev/hda5            71       209   1050808+  83  Linux
/dev/hda6           210       348   1050808+  83  Linux
/dev/hda7           349       626   2101648+  83  Linux
/dev/hda8           627       904   2101648+  83  Linux
/dev/hda9           905      2184   9676768+  83  Linux

Command (m for help): 

This particular disk is configured to house seven Linux filesystems (each with a corresponding partition listed as "Linux") as well as a swap partition (listed as "Linux swap").

Notice the name of the corresponding partition block devices on the left hand side, starting with /dev/hda1 and going up to /dev/hda9. In the early days of the PC, partitioning software only allowed a maximum of four partitions (called "primary" partitions). This was too limiting, so a workaround called an extended partitioning was created. An extended partition is very similar to a primary partition, and counts towards the primary partition limit of four. However, extended partitions can hold any number of so-called logical partitions inside them, providing an effective means of working around the four partition limit.

All partitions hda5 and higher are logical partitions. The numbers 1 through 4 are reserved for primary or extended partitions.

So, In our example, hda1 through hda3 are primary partitions. hda4 is an extended partition that contains logical partitions hda5 through hda9. You would never actually use /dev/hda4 for storing any filesystems directly -- it simply acts as a container for partitions hda5 through hda9.

Also, notice that each partition has an "Id", also called a "partition type". Whenever you create a new partition, you should ensure that the partition type is set correctly. '83' is the correct partition type for partitions that will be housing Linux filesystems, and '82' is the correct partition type for Linux swap partitions. You set the partition type using the t option in fdisk. The Linux kernel uses the partition type setting to auto-detect filesystems and swap devices on the disk at boot-time.

Using fdisk to set up partitions

Now that you've had your introduction to the way disk partitioning is done under Linux, it's time to walk you through the process of setting up disk partitions for your Gentoo Linux installation. After we walk you through the process of creating partitions on your disk, your partition configuration will look like this:

Disk /dev/hda: 30.0 GB, 30005821440 bytes
240 heads, 63 sectors/track, 3876 cylinders
Units = cylinders of 15120 * 512 = 7741440 bytes

   Device Boot    Start       End    Blocks   Id  System
/dev/hda1   *         1        14    105808+  83  Linux
/dev/hda2            15        81    506520   82  Linux swap
/dev/hda3            82      3876  28690200   83  Linux

Command (m for help):

In our suggested "newbie" partition configuration, we have three partitions. The first one (/dev/hda1) at the beginning of the disk is a small partition called a boot partition. The boot partition's purpose is to hold all the critical data related to booting -- GRUB boot loader information (if you will be using GRUB) as well as your Linux kernel(s). The boot partition gives us a safe place to store everything related to booting Linux. During normal day-to-day Gentoo Linux use, your boot partition should remain unmounted for safety. If you are setting up a SCSI system, your boot partition will likely end up being /dev/sda1.

It's recommended to have boot partitions (containing everything necessary for the boot loader to work) at the beginning of the disk. While not necessarily required anymore, it is a useful tradition from the days when the lilo boot loader wasn't able to load kernels from filesystems that extended beyond disk cylinder 1024.

The second partition (/dev/hda2) is used to for swap space. The kernel uses swap space as virtual memory when RAM becomes low. This partition, relatively speaking, isn't very big either, typically somewhere around 512MB. If you're setting up a SCSI system, this partition will likely end up being called /dev/sda2.

The third partition (/dev/hda3) is quite large and takes up the rest of the disk. This partition is called our "root" partition and will be used to store your main filesystem that houses Gentoo Linux itself. On a SCSI system, this partition would likely end up being /dev/sda3.

Before we partition the disk, here's a quick technical overview of the suggested partition and filesystem configuration to use when installing Gentoo Linux:

boot partition, containing kernel(s) and boot information100 Megabytesext2/3 highly recommended (easiest); if ReiserFS then mount with -o notail/dev/hda1swap partition (no longer a 128 Megabyte limit, now 2GB)Generally, configure a swap area that is between one to two times the size of the physical RAM in your system.Linux swap/dev/hda2root partition, containing main filesystem (/usr, /home, etc)>=1.5 GigabytesReiserFS, ext3 recommended; ext2 ok/dev/hda3
Partition Size Type example device

OK, now to create the partitions as in the example and table above. First, enter fdisk by typing fdisk /dev/hda or fdisk /dev/sda, depending on whether you're using IDE or SCSI. Then, type p to view your current partition configuration. Is there anything on the disk that you need to keep? If so, stop now. If you continue with these directions, all existing data on your disk will be erased.

Following these instructions below will cause all prior data on your disk to be erased! If there is anything on your drive, please be sure that it is non-critical information that you don't mind losing. Also make sure that you have selected the correct drive so that you don't mistakenly wipe data from the wrong drive.

Now, it's time to delete any existing partitions. To do this, type d and hit Enter. You will then be prompted for the partition number you would like to delete. To delete a pre-existing /dev/hda1, you would type:

Command (m for help): d
Partition number (1-4): 1

The partition has been scheduled for deletion. It will no longer show up if you type p, but it will not be erased until your changes have been saved. If you made a mistake and want to abort without saving your changes, type q immediately and hit enter and your partition will not be deleted.

Now, assuming that you do indeed want to wipe out all the partitions on your system, repeatedly type p to print out a partition listing and then type d and the number of the partition to delete it. Eventually, you'll end up with a partition table with nothing in it:

Disk /dev/hda: 30.0 GB, 30005821440 bytes
240 heads, 63 sectors/track, 3876 cylinders
Units = cylinders of 15120 * 512 = 7741440 bytes

   Device Boot    Start       End    Blocks   Id  System

Command (m for help):

Now that the in-memory partition table is empty, we're ready to create a boot partition. To do this, type n to create a new partition, then p to tell fdisk you want a primary partition. Then type 1 to create the first primary partition. When prompted for the first cylinder, hit enter. When prompted for the last cylinder, type +100M to create a partition 100MB in size. You can see output from these steps below:

Command (m for help): n
Command action
   e   extended
   p   primary partition (1-4)
p
Partition number (1-4): 1
First cylinder (1-3876, default 1):
Using default value 1
Last cylinder or +size or +sizeM or +sizeK (1-3876, default 3876): +100M

Now, when you type p, you should see the following partition printout:

Command (m for help): p

Disk /dev/hda: 30.0 GB, 30005821440 bytes
240 heads, 63 sectors/track, 3876 cylinders
Units = cylinders of 15120 * 512 = 7741440 bytes

   Device Boot    Start       End    Blocks   Id  System
/dev/hda1             1        14    105808+  83  Linux

Next, let's create the swap partition. To do this, type n to create a new partition, then p to tell fdisk that you want a primary partition. Then type 2 to create the second primary partition, /dev/hda2 in our case. When prompted for the first cylinder, hit enter. When prompted for the last cylinder, type +512M to create a partition 512MB in size. After you've done this, type t to set the partition type, and then type in 82 to set the partition type to "Linux Swap". After completing these steps, typing p should display a partition table that looks similar to this:

Command (m for help): p

Disk /dev/hda: 30.0 GB, 30005821440 bytes
240 heads, 63 sectors/track, 3876 cylinders
Units = cylinders of 15120 * 512 = 7741440 bytes

   Device Boot    Start       End    Blocks   Id  System
/dev/hda1             1        14    105808+  83  Linux
/dev/hda2            15        81    506520   82  Linux swap

Finally, let's create the root partition. To do this, type n to create a new partition, then p to tell fdisk that you want a primary partition. Then type 3 to create the third primary partition, /dev/hda3 in our case. When prompted for the first cylinder, hit enter. When prompted for the last cylinder, hit enter to create a partition that takes up the rest of the remaining space on your disk. After completing these steps, typing p should display a partition table that looks similar to this:

Command (m for help): p

Disk /dev/hda: 30.0 GB, 30005821440 bytes
240 heads, 63 sectors/track, 3876 cylinders
Units = cylinders of 15120 * 512 = 7741440 bytes

   Device Boot    Start       End    Blocks   Id  System
/dev/hda1             1        14    105808+  83  Linux
/dev/hda2            15        81    506520   82  Linux swap
/dev/hda3            82      3876  28690200   83  Linux

Finally, we need to set the "bootable" flag on our boot partition and then write our changes to disk. To tag /dev/hda1 as a "bootable" partition, type a at the menu and then type in 1 for the partition number. If you type p now, you'll now see that /dev/hda1 has a * in the "Boot" column. Now, let's write our changes to disk. To do this, type w and hit enter. Your disk partitions are now properly configured for a Gentoo Linux install.

If fdisk or cfdisk instruct you to do so, please reboot to allow your system to detect the new partition configuration.
Creating filesystems

Now that the partitions have been created, it's time to set up filesystems on the boot and root partitions so that they can be mounted and used to store data. We will also configure the swap partition to serve as swap storage.

Gentoo Linux supports a variety of different types of filesystems; each type has its strengths and weaknesses and its own set of performance characteristics. Currently, we support the creation of ext2, ext3, XFS, JFS and ReiserFS filesystems.

ext2 is the tried and true Linux filesystem but doesn't have metadata journaling, which means that routine ext2 filesystem checks at startup time can be quite time-consuming. There is now quite a selection of newer-generation journaled filesystems that can be checked for consistency very quickly and are thus generally preferred over their non-journaled counterparts. Journaled filesystems prevent long delays when you boot your system and your filesystem happens to be in an inconsistent state.

ext3 is the journaled version of the ext2 filesystem, providing metadata journaling for fast recovery in addition to other enhanced journaling modes like full data and ordered data journaling. ext3 is a very good and reliable filesystem. It offers generally decent performance under most conditions. Because it does not extensively employ the use of "trees" in its internal design, it doesn't scale very well, meaning that it is not an ideal choice for very large filesystems, or situations where you will be handling very large files or large quantities of files in a single directory. But when used within its design parameters, ext3 is an excellent filesystem.

ReiserFS is a B*-tree based filesystem that has very good overall performance and greatly outperforms both ext2 and ext3 when dealing with small files (files less than 4k), often by a factor of 10x-15x. ReiserFS also scales extremely well and has metadata journaling. As of kernel 2.4.18+, ReiserFS is now rock-solid and highly recommended for use both as a general-purpose filesystem and for extreme cases such as the creation of large filesystems, the use of many small files, very large files, and directories containing tens of thousands of files. ReiserFS is the filesystem we recommend by default for all non-boot partitions.

XFS is a filesystem with metadata journaling that is fully supported under Gentoo Linux's xfs-sources kernel. It comes with a robust feature-set and is optimized for scalability. We only recommend using this filesystem on Linux systems with high-end SCSI and/or fibre channel storage and a uninterruptible power supply. Because XFS aggressively caches in-transit data in RAM, improperly designed programs (those that don't take proper precautions when writing files to disk, and there are quite a few of them) can lose a good deal of data if the system goes down unexpectedly.

JFS is IBM's own high performance journaling filesystem. It has recently become production-ready, and there hasn't been a sufficient track record to comment either positively nor negatively on its general stability at this point.

If you're looking for the most rugged journaling filesystem, use ext3. If you're looking for a good general-purpose high-performance filesystem with journaling support, use ReiserFS; both ext3 and ReiserFS are mature, refined and recommended for general use.

Based on our example above, we will use the following commands to initialize all our partitions for use:

# mke2fs -j /dev/hda1
# mkswap /dev/hda2
# mkreiserfs /dev/hda3

We choose ext3 for our /dev/hda1 boot partition because it is a robust journaling filesystem supported by all major boot loaders. We used mkswap for our /dev/hda2 swap partition -- the choice is obvious here. And for our main root filesystem on /dev/hda3 we choose ReiserFS, since it is a solid journaling filesystem offering excellent performance. Now, go ahead and initialize your partitions.

For your reference, here are the various mkfs-like commands available during the installation process:

mkswap is the command that is used to initialize swap partitions:

# mkswap /dev/hda2

You can use the mke2fs command to create ext2 filesystems:

# mke2fs /dev/hda1

If you would like to use ext3, you can create ext3 filesystems using mke2fs -j:

# mke2fs -j /dev/hda3
You can find out more about using ext3 under Linux 2.4 at http://www.zip.com.au/~akpm/linux/ext3/ext3-usage.html.

To create ReiserFS filesystems, use the mkreiserfs command:

# mkreiserfs /dev/hda3

To create an XFS filesystem, use the mkfs.xfs command:

# mkfs.xfs /dev/hda3
You may want to add a couple of additional flags to the mkfs.xfs command: -d agcount=3 -l size=32m. The -d agcount=3 command will lower the number of allocation groups. XFS will insist on using at least 1 allocation group per 4 GB of your partition, so, for example, if you have a 20 GB partition you will need a minimum agcount of 5. The -l size=32m command increases the journal size to 32 Mb, increasing performance.

To create JFS filesystems, use the mkfs.jfs command:

# mkfs.jfs /dev/hda3
Mount Partitions

Now, we will activate our newly-initialized swap volume, since we may need the additional virtual memory that it provides later:

# swapon /dev/hda2

Next, we will create the /mnt/gentoo and /mnt/gentoo/boot mount points, and we will mount our filesystems to these mount points. Once our boot and root filesystems are mounted, any files we copy or create inside /mnt/gentoo will be placed on our new filesystems. Note that if you are setting up Gentoo Linux with separate /usr or /var filesystems, these would get mounted to /mnt/gentoo/usr and /mnt/gentoo/var respectively.

If your boot partition (the one holding the kernel) is ReiserFS, be sure to mount it with the -o notail option so GRUB gets properly installed. Make sure that notail ends up in your new /etc/fstab boot partition entry, too. We will get to that in a bit. If you are going to use LILO with ReiserFS, then the -o notail is not needed. It's always safe to specify the -o notail option with ReiserFS if you're not sure what to do.
# mkdir /mnt/gentoo
# mount /dev/hda3 /mnt/gentoo
# mkdir /mnt/gentoo/boot
# mount /dev/hda1 /mnt/gentoo/boot
If you are having problems mounting your boot partition with ext2, try using mount /dev/hXX /mnt/gentoo/boot -t ext2
Stage tarballs and chroot
Selecting the desired stage tarball

Now, you need to decide which one you would like to use as a basis for the install if you haven't already.

If you are using the "from scratch, build everything" install method, you will want to use the stage1-x86-1.4_rc4.tar.bz2 image. If you're using one of our bigger CDs like the "3stages" ISO, you will also have a choice of a stage2 and stage3 image. These images allow you to save time at the expense of configurability (we've already chosen compiler optimizations and default USE variables for you.) The stages on the CD are accessible at /mnt/cdrom/gentoo, and you can type ls /mnt/cdrom/gentoo to see what's available on your CD.

If you would like to perform an install using a stage tarball that is not on your CD , this is still possible, but you'll need to download the stage you want using the following instructions. If you already have the stage tarball you want to use (most users), then proceed to the "Extracting the stage tarball" section.

# cd /mnt/gentoo
Use lynx to get the URL for your tarball:
# lynx http://www.ibiblio.org/pub/Linux/distributions/gentoo/releases/1.4_rc4/x86/
Use Up and Down arrows keys (or the TAB key) to go to the right directory
Highlight the appropriate stage you want to download
Press d which will initiate the download
Save the file and quit the browser

OR use wget from the command line:
# wget insert URL to the required stage tarball here.
Extracting the stage tarball

Now it is time to extract the compressed stage tarball of your choice to /mnt/gentoo/. Remember, you only need to unpack one stage tarball, either a stage1, stage2 or stage3. So, if you wanted to perform a stage3 install of Gentoo, then you would just unpack the stage3 tarball. Unpack the stage tarball as follows:

Be sure to use the p option with tar. Forgetting to do this will cause certain files to have incorrect permissions.
# cd /mnt/gentoo
Change "stage3" to "stage2" or "stage1" if you want to start from these stages instead.
If you downloaded your stage tarball, change the path below to begin with "/mnt/gentoo/"
instead of "/mnt/cdrom/gentoo/".
# tar -xvjpf /mnt/cdrom/gentoo/stage3-*.tar.bz2

If you downloaded your stage tarball to /mnt/gentoo, you can now delete it by typing rm /mnt/gentoo/stage*.tar.bz2.

Entering the chroot

Next, we will chroot over to the new Gentoo Linux build installation to "enter" the new Gentoo Linux system.

# mount -t proc proc /mnt/gentoo/proc
# cp /etc/resolv.conf /mnt/gentoo/etc/resolv.conf
# chroot /mnt/gentoo /bin/bash
# env-update
Regenerating /etc/ld.so.cache...
# source /etc/profile
(The above points your shell to the new paths and updated binaries.)

After you execute these commands, you will be "inside" your new Gentoo Linux environment in /mnt/gentoo. We can perform the rest of the installation process inside the chroot.

Getting the Current Portage Tree using sync

Now, you will need to run emerge sync. This command tells Portage to download the most recent copy of the Gentoo Linux Portage tree. The Portage tree contains all the scripts (called ebuilds) used to build every package under Gentoo Linux. Currently, we have ebuild scripts for close to 4000 packages. Once emerge sync completes, you will have a complete Portage tree in /usr/portage.

# emerge sync
Setting Gentoo optimizations (make.conf)

Now that you have a working copy of the Portage tree, it is time to customize the optimization and optional build-time settings to use on your Gentoo Linux system. Portage will use these settings when compiling any programs for you. To do this, edit the file /etc/make.conf. In this file, you should set your USE flags, which specify optional functionality that you would like to be built into packages if available; generally, the defaults (an empty or unset USE variable) are fine. More information on USE flags can be found here. A complete list of current USE flags can be found here.

You also should set appropriate CHOST, CFLAGS and CXXFLAGS settings for the kind of system that you are creating (commented examples can be found further down in the file.) These settings will be used to tell the C and C++ compiler how to optimize the code that is generated on your system. It is common for users with Athlon XP processors to specify a "-march=athlon-xp" setting in their CFLAGS and CXXFLAGS settings so that all packages built will be optimized for the instruction set and performance characteristics of their CPU, for example. The /etc/make.conf file contains a general guide for the proper settings of CFLAGS and CXXFLAGS.

If necessary, you can also set proxy information here if you are behind a firewall. Use the following command to edit /etc/make.conf using nano, a simple visual editor.

# nano -w /etc/make.conf
(Edit CHOST, CFLAGS, CXXFLAGS and any necessary USE or proxy settings)
People who need to substantially customize the build process should take a look at the /etc/make.globals file. This file comprises gentoo defaults and should never be touched. If the defaults do not suffice, then new values should be put in /etc/make.conf, as entries in make.conf override the entries in make.globals. If you're interested in customizing USE settings, look in /etc/make.profile/make.defaults. If you want to turn off any USE settings found here, add an appropriate USE="-foo" in /etc/make.conf to turn off any foo USE setting enabled by default in /etc/make.globals or /etc/make.profile/make.defaults.
Starting from Stage1
If you are not starting from a stage1 tarball, skip this section.

The stage1 tarball is for complete customization and optimization. If you have picked this tarball, you are most likely looking to have an uber-optimized and up-to-date system. Have fun, because optimization is what Gentoo Linux is all about! Installing from a stage1 takes a lot of time, but the result is a system that has been optimized from the ground up for your specific machine and needs.

Now, it is time to start the "bootstrap" process. This process takes about two hours on my 1200MHz AMD Athlon system. During this time, the GNU C library, compiler suite and other key system programs will be built. Start the bootstrap as follows:

# cd /usr/portage
# scripts/bootstrap.sh

The "bootstrap" process will now begin.

Portage by default uses /var/tmp during package building, often using several hundred megabytes of temporary storage. If you would like to change where Portage stores these temporary files, set a new PORTAGE_TMPDIR before starting the bootstrap process, as follows:
# export PORTAGE_TMPDIR="/otherdir/tmp"

bootstrap.sh will build binutils, gcc, gettext, and glibc, rebuilding binutils, gcc, and gettext after glibc. Needless to say, this process takes a while. Once this process completes, your system will be equivalent to a "stage2" system, which means you can now move on to the stage2 instructions.

Starting from Stage2 and continuing Stage1
This section is for those continuing a stage1 install or starting at stage2. If this is not you (ie. you're using a stage3,) then skip this section.

The stage2 tarball already has the bootstrapping done for you. All that you have to do is install the rest of the system.

If you are starting from a pre-built stage2 and want to ensure that your compiler toolchain is fully up-to-date, add the -u option to the commands below. If you don't know what this means, it's safe to skip this suggestion.
# emerge -p system
(lists the packages to be installed)
# emerge system

It is going to take a while to finish building the entire base system. Your reward is that it will be thoroughly optimized for your system. The drawback is that you have to find a way to keep yourself occupied for some time to come. The author suggests "Star Wars - Super Bombad Racing" for the PS2.

Building is now complete. Go ahead and skip down to the "Setting your time zone" section.

Starting from Stage3
This section is for those starting with stage3, and not for those who have started with stage1 or stage2 who should skip this section.

The stage3 tarball provides a fully-functional basic Gentoo system, so no building is required. However, since the stage3 tarball is pre-built, it may be slightly out-of-date. If this is a concern for you, you can automatically update your existing stage3 to contain the most up-to-date versions of all system packages by performing the following steps. Note that this could take a long time if your stage3 is very old; otherwise, this process will generally be quick and will allow you to benefit from the very latest Gentoo updates and fixes. In any case, feel free to skip these steps and proceed to the next section if you like.

# export CONFIG_PROTECT="-*"
# emerge -up system
(lists the packages that would be installed)
# emerge -u system
(actually merges the packages)
# unset CONFIG_PROTECT
Setting your time zone

Now you need to set your time zone.

Look for your time zone (or GMT if you are using Greenwich Mean Time) in /usr/share/zoneinfo. Then, make a symbolic link to /etc/localtime by typing:

# ln -sf /usr/share/zoneinfo/path/to/timezonefile /etc/localtime
Installing the kernel and a System Logger
If you haven't done so, please edit /etc/make.conf to your flavor.

You now need to merge Linux kernel sources. Here are the ones we currently offer:

gentoo-sources Our own performance and functionality-enhanced kernel does not include XFS support. xfs-sources Highly-compatible kernel with XFS support. openmosix-sources A stock Linux kernel source tree patched with support for the GPL openMosix load-balancing/clustering technology usermode-sources A stock Linux kernel source tree patched with support for User-Mode Linux. ("Linux inside Linux" technology) vanilla-sources A stock Linux kernel source tree, just like you would get from kernel.org
ebuild description
If you are configuring your own kernel, be careful with the grsecurity option. Being too aggressive with your security settings can cause certain programs (such as X) to not run properly. If in doubt, leave it out.

Choose a kernel and then merge as follows:

# emerge sys-kernel/gentoo-sources

Once you have a Linux kernel source tree available, it is time to compile your own custom kernel.

Please note that /usr/src/linux is a symlink to your current emerged kernel source package, and is set automatically by Portage at emerge time. If you have multiple kernel source packages, it is necessary to set the /usr/src/linux symlink to the correct one before proceeding.

# cd /usr/src/linux
# make menuconfig
# make dep && make clean bzImage modules modules_install
# cp /usr/src/linux/arch/i386/boot/bzImage /boot
For your kernel to function properly, there are several options that you will need to ensure are in the kernel proper -- that is, they should be enabled and not compiled as modules. Be sure to enable "ReiserFS" if you have any ReiserFS partitions; the same goes for "Ext3". If you're using XFS, enable the "SGI XFS filesystem support" option. It's always a good idea to leave ext2 enabled whether you are using it or not. Below are some common options that you will need:
Code maturity level options --->
  [*] Prompt for development and/or incomplete code/drivers"
(You need this to enable some of the options below.)
     ...

File systems --->
  <*> Reiserfs support
(Only needed if you are using reiserfs.)
       ... 
  <*> Ext3 journalling file system support
(Only needed if you are using ext3.)
       ...
  [*] Virtual memory file system support (former shm fs)
(Required for Gentoo Linux.)
       ...
  <*> JFS filesystem support
(Only needed if you are using JFS.)
       ...
  [*] /proc file system support
(Required for Gentoo Linux.)
  [*] /dev file system support (EXPERIMENTAL)
  [*]   Automatically mount at boot          
(Required for Gentoo Linux.)
  [ ] /dev/pts file system for Unix98 PTYs
(Uncheck this, it is NOT needed.)
       ...
  <*> Second extended fs support
(Only needed if you are using ext2.)
       ...
  <*> XFS filesystem support
(Only needed if you are using XFS.)

If you are using hardware RAID you will need to enable a couple more options in the kernel: For Highpoint RAID controllers select hpt366 chipset support, support for IDE RAID controllers and Highpoint 370 software RAID.For Promise RAID controllers select PROMISE PDC202{46|62|65|67|68|69|70} support, support for IDE RAID controllers and Support Promise software RAID (Fasttrak(tm))

If you use PPPoE to connect to Internet, you will need the following options in the kernel (built-in or as preferably as modules) : "PPP (point-to-point protocol) support", "PPP support for async serial ports", "PPP support for sync tty ports". The two compression options won't harm but are not definitely needed, neither does the "PPP over Ethernet" option, that might only be used by rp-pppoe when configured to do kernel mode PPPoE.

If you have an IDE cd burner, then you need to enable SCSI emulation in the kernel. Turn on "ATA/IDE/MFM/RLL support" ---> "IDE, ATA and ATAPI Block devices" ---> "SCSI emulation support" (I usually make it a module), then under "SCSI support" enable "SCSI support", "SCSI CD-ROM support" and "SCSI generic support" (again, I usually compile them as modules). If you also choose to use modules, then echo -e "ide-scsi\nsg\nsr_mod" >> /etc/modules.autoload to have them automatically added at boot time.

For those who prefer it, it is now possible to install Gentoo Linux with a 2.2 kernel. However, doing this comes at a price: you will lose many of the nifty features that are new to the 2.4 series kernels (such as XFS and tmpfs filesystems, iptables, and more), although the 2.2 kernel sources can be patched with ReiserFS and devfs support. Gentoo linux boot scripts require either tmpfs or ramdisk support in the kernel, so 2.2 kernel users need to make sure that ramdisk support is compiled in (ie, not a module). It is vital that a gentoo=notmpfs flag be added to the kernel line in /boot/grub/grub.conf or to the append line in /etc/lilo.conf for the 2.2 kernel so that a ramdisk is mounted for the boot scripts instead of tmpfs. If you choose not to use devfs, then gentoo=notmpfs,nodevfs should be used instead.

Your new custom kernel (and modules) are now installed. Now you need to choose a system logger that you would like to install. We offer sysklogd, which is the traditional set of system logging daemons. We also have msyslog and syslog-ng as well as metalog. Power users seem to gravitate away from sysklogd (not very good performance) and towards the newer alternatives. If in doubt, you may want to try metalog, since it seems to be quite popular. To merge your logger of choice, type one of the next four lines:

# emerge app-admin/sysklogd
# rc-update add sysklogd default
or
# emerge app-admin/syslog-ng
# rc-update add syslog-ng default
or
# emerge app-admin/metalog
# rc-update add metalog default
or
# emerge app-admin/msyslog
# rc-update add msyslog default
Metalog flushes output to the disk in blocks, so messages aren't immediately recorded into the system logs. If you are trying to debug a daemon, this performance-enhancing behavior is less than helpful. When your Gentoo Linux system is up and running, you can send metalog a USR1 signal to temporarily turn off this message buffering (meaning that tail -f /var/log/everything/current will now work in real time, as expected), and a USR2 signal to turn buffering back on again. If you want to disable buffering permanently, you can change METALOG_OPTS="-B" to METALOG_OPTS="-B -s" in /etc/conf.d/metalog.

Now, you may optionally choose a cron package that you would like to use. Right now, we offer dcron, fcron and vcron. If you do not know which one to choose, you might as well grab vcron. They can be installed as follows:

# emerge sys-apps/dcron
# rc-update add dcron default
# crontab /etc/crontab
or
# emerge sys-apps/fcron
# rc-update add fcron default
# crontab /etc/crontab
or
# emerge sys-apps/vcron
# rc-update add vcron default
You do not need to run crontab /etc/crontab if using vcron.

For more information on starting programs and daemons at startup, see the rc-script guide.

Installing miscellany necessary packages

If you need rp-pppoe to connect to the net, be aware that at this point it has not been installed. It would be the good time to do it.

# USE="-X" emerge rp-pppoe
The USE="-X" prevents pppoe from installing its optional X interface, which is a good thing, because X and its dependencies would also be emerged. You can always recompile rp-pppoe with X support later. Please note that the rp-pppoe is built but not configured. You will have to do it again using adsl-setup when you boot into your Gentoo system for the first time.

You may need to install some additional packages in the Portage tree if you are using any optional features like XFS, ReiserFS or LVM. If you're using XFS, you should emerge the xfsprogs package:

# emerge sys-apps/xfsprogs
If you would like to use ReiserFS, you should emerge the ReiserFS tools: 
# emerge sys-apps/reiserfsprogs
If you would like to use JFS, you should emerge the JFS tools: 
# emerge jfsutils
If you're using LVM, you should emerge the lvm-user package: 
# emerge sys-apps/lvm-user

If you're a laptop user and wish to use your PCMCIA slots on your first real reboot, you will want to make sure you install the pcmcia-cs package.

# emerge sys-apps/pcmcia-cs
You will have to re-emerge pcmcia-cs after installation to get PCMCIA to work.
Modifying /etc/fstab for your machine

Your Gentoo Linux system is almost ready for use. All we need to do now is configure a few important system files and install the boot loader. The first file we need to configure is /etc/fstab. Remember that you should use the notail option for your boot partition if you chose to create a ReiserFS filesystem on it. Remember to specify ext2, ext3 or reiserfs filesystem types as appropriate.

Use something like the /etc/fstab listed below, but of course be sure to replace "BOOT", "ROOT" and "SWAP" with the actual block devices you are using (such as hda1, etc.)

# /etc/fstab: static file system information.
#
# noatime turns off atimes for increased performance (atimes normally aren't
# needed; notail increases performance of ReiserFS (at the expense of storage
# efficiency).  It is safe to drop the noatime options if you want and to 
# switch between notail and tail freely.

# <fs>           <mount point>   <type>   <opts>          <dump/pass>

# NOTE: If your BOOT partition is ReiserFS, add the notail option to opts.

/dev/BOOT           /boot       ext2	 noauto,noatime	 1 2
/dev/ROOT           /           ext3	 noatime         0 1
/dev/SWAP           none        swap	 sw              0 0
/dev/cdroms/cdrom0  /mnt/cdrom  iso9660	 noauto,ro       0 0
proc                /proc       proc	 defaults        0 0
Please notice that /boot is NOT mounted at boot time. This is to protect the data in /boot from corruption. If you need to access /boot, please mount it!
Setting the Root Password

Before you forget, set the root password by typing:

# passwd

You will also want to add a non-root user for everyday use. Please consult the Gentoo FAQ.

Setting your Hostname

Edit this file so that it contains your fully-qualified domain name on a single line, i.e. mymachine.mydomain.com.

# echo mymachine.mydomain.com > /etc/hostname
Modifying /etc/hosts

This file contains a list of IP addresses and their associated hostnames. It is used by the system to resolve the IP addresses of any hostnames that may not be in your nameservers. Here is a template for this file:

127.0.0.1      localhost
# the next line contains your IP for your local LAN, and your associated machine name
192.168.1.1    mymachine.mydomain.com	mymachine
If you are on a DHCP network, it might be helpful to set localhost to your machine's actual hostname. This will help GNOME and many other programs in name resolution.
Final Network Configuration

Add the names of any modules that are necessary for the proper functioning of your system to /etc/modules.autoload file (you can also add any options you need to the same line.) When Gentoo Linux boots, these modules will be automatically loaded. Of particular importance is your ethernet card module, if you happened to compile it as a module:

This is assuming that you are using a 3com card. 
Check /lib/modules/`uname -r`/kernel/drivers/net for your card. 
3c59x

Edit the /etc/conf.d/net script to get your network configured for your first boot:

# nano -w /etc/conf.d/net
# rc-update add net.eth0 default

If you have multiple network cards you need to create additional net.ethx scripts for each one (x = 1, 2, ...):

# cd /etc/init.d
# cp net.eth0 net.ethx
# rc-update add net.ethx default

If you have a PCMCIA card installed, have a quick look into /etc/init.d/pcmcia to verify that things seem all right for your setup, then add this line to the top of /etc/init.d/net.ethx:

depend() {
	need pcmcia
}

This makes sure that the PCMCIA drivers are autoloaded whenever your network is loaded.

Final steps: Configure Basic Settings (including the international keymap setting)
# nano -w /etc/rc.conf

Follow the directions in the file to configure the basic settings. All users will want to make sure that CLOCK is set to his/her liking. International keyboard users will want to set the KEYMAP variable (browse /usr/share/keymaps to see the various possibilities).

Configure a Bootloader
Notes

In the spirit of Gentoo, users now have more than one bootloader to choose from. Using our virtual package system, users are now able to choose between both GRUB and LILO as their bootloaders.

Please keep in mind that having both bootloaders installed is not necessary. In fact, it can be a hindrance, so please only choose one.

If you are installing Gentoo Linux on a system with an NVIDIA nForce or nForce2 chipset with an integrated GeForce graphics card, you should use LILO and avoid GRUB. With on-board video enabled, the low memory area of your RAM may be used as video RAM. Since GRUB also uses low memory at boot time, it may experience an "out of memory" condition. So, if you have an nForce or potentially other board with on-board video, use LILO. Even if you're using off-board video right now, it would be nice to be able to remove the graphics card and use the on-board video in a pinch, wouldn't it? :)
Configuring GRUB

The most critical part of understanding GRUB is getting comfortable with how GRUB refers to hard drives and partitions. Your Linux partition /dev/hda1 is called (hd0,0) under GRUB. Notice the parenthesis around the hd0,0 - they are required. 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, not atapi-ide devices such as cdrom players, burners, and that the same construct can be used with scsi drives. (Normally they get higher numbers than ide drives except when the bios is configured to boot from scsi devices.) Assuming you have a harddrive on /dev/hda, a cdrom player on /dev/hdb, a burner on /dev/hdc, a second hard drive on /dev/hdd and no scsi harddrive, /dev/hdd7 gets translated to (hd1,6). It might sound tricky, and tricky it is indeed, but as we will see, grub offers a tab completion mechanism that comes handy for those of you having a lot of harddrives and partitions and who are a little lost in the grub numbering scheme. Having gotten the feel for that, it is time to install GRUB.

The easiest way to install GRUB is to simply type grub at your chrooted shell prompt:

# emerge grub
# grub
If you are using hardware RAID this part will not work at this time. Skip to the section on making your grub.conf. After that we will complete the grub setup for RAID controllers

You will be presented with the grub> grub command-line prompt. Now, you need to type in the right commands to install the GRUB boot record onto your hard drive. In my example configuration, I want to install the GRUB boot record on my hard drive's MBR (master boot record), so that the first thing I see when I turn on the computer is the GRUB prompt. In my case, the commands I want to type are:

grub> root (hd0,0) Your boot partition
grub> setup (hd0) Where the boot record is installed, here, it is the MBR
Alternatively, if you wanted to install the bootloader somewhere other than the MBR
grub> root (hd0,0) Your boot partition
grub> setup (hd0,4) Where the boot record is installed, here it is /dev/hda5
grub> quit

Here is how the two commands work. The first root ( ) command tells GRUB the location of your boot partition (in our example, /dev/hda1 or (hd0,0) in GRUB terminology. Then, the second setup ( ) command tells GRUB where to install the boot record - it will be configured to look for its special files at the root ( ) location that you specified. In my case, I want the boot record on the MBR of the hard drive, so I simply specify /dev/hda (also known as (hd0)). If I were using another boot loader and wanted to set up GRUB as a secondary boot-loader, I could install GRUB to the boot record of a particular partition. In that case, I would specify a particular partition rather than the entire disk. Once the GRUB boot record has been successfully installed, you can type quit to quit GRUB.

The tab completion mechanism of grub can be used from within grub, assuming you wrote root ( and that you hit the TAB key, you would be prompted with a list of the available devices (not only harddrives), hitting the TAB key having written root (hd, grub would print the available harddrives and hitting the TAB key after writing root (hd0, would make grub print the list of partitions on the first harddrive. Checking the syntax of the grub location with completion should really help to make the right choice.

Gentoo Linux is now installed, but we need to create the /boot/grub/grub.conf file so that we get a nice GRUB boot menu when the system reboots. Here is how to do it.

To ensure backwards compatibility with GRUB, make sure to make a link from grub.conf to menu.lst. You can do this by doing ln -s /boot/grub/grub.conf /boot/grub/menu.lst .

Now, create the grub.conf file (nano -w /boot/grub/grub.conf), and add the following to it:

default 0
timeout 30
splashimage=(hd0,0)/boot/grub/splash.xpm.gz

title=My example Gentoo Linux
root (hd0,0) 
kernel (hd0,0)/boot/bzImage root=/dev/hda3 

# Below is for setup using hardware RAID
title=My Gentoo Linux on RAID
root (hd0,0)
kernel (hd0,0)/boot/bzImage root=/dev/ataraid/dXpY

# Below needed only for people who dual-boot
title=Windows XP
root (hd0,5) 
chainloader (hd0,5)+1
(hd0,0) should be written without any spaces inside the parentheses. If you set up scsi emulation for an IDE cd burner earlier, then to get it to actually work you need to add an "hdx=ide-scsi" fragment to the kernel line in grub.conf (where "hdx" should be the device for your cd burner).

After saving this file, Gentoo Linux installation is complete. Selecting the first option will tell GRUB to boot Gentoo Linux without a fuss. The second part of the grub.conf file is optional, and shows you how to use GRUB to boot a bootable Windows partition.

Above, (hd0,0) should point to your "boot" partition (/dev/hda1 in our example config) and /dev/hda3 should point to your root filesystem. (hd0,5) contains the NT boot loader. The path to the kernel image is relative to the boot partition. If for example you have separated boot partition (hd0,0) and root partition (hd0,1), all paths in the grub.conf file above will become /bzImage.

If you need to pass any additional options to the kernel, simply add them to the end of the kernel command. We're already passing one option (root=/dev/hda3), but you can pass others as well. In particular, you can turn off devfs by default (not recommended unless you know what you're doing) by adding the gentoo=nodevfs option to the kernel command.

Unlike in earlier versions of Gentoo Linux, you no longer have to add devfs=mount to the end of the kernel line to enable devfs. In rc6 devfs is enabled by default.
Configuring LILO

While GRUB may be the new alternative for most people, it is not always the best choice. LILO, the LInuxLOader, is the tried and true workhorse of Linux bootloaders. Here is how to install LILO if you would like to use it instead of GRUB:

The first step is to emerge LILO:

# emerge lilo

Now it is time to configure LILO. Here is a sample configuration file /etc/lilo.conf

boot=/dev/hda
map=/boot/map
install=/boot/boot.b
prompt
timeout=50
lba32
default=linux

image=/boot/vmlinuz-2.4.20
	label=linux
	read-only
	root=/dev/hda3
	
#For dual booting windows/other OS
other=/dev/hda1
	label=dos
  • boot=/dev/hda tells LILO to install itself on the first hard disk on the first IDE controller.
  • map=/boot/map states the map file. In normal use, this should not be modified.
  • install=/boot/boot.b tells LILO to install the specified file as the new boot sector. In normal use, this should not be altered. If the install line is missing, LILO will assume a default of /boot/boot.b as the file to be used.
  • The existence of prompt tells LILO to display the classic lilo: prompt at bootup. While it is not recommended that you remove the prompt line, if you do remove it, you can still get a prompt by holding down the [Shift] key while your machine starts to boot.
  • timeout=50 sets the amount of time that LILO will wait for user input before proceeding with booting the default line entry. This is measured in tenths of a second, with 50 as the default.
  • lba32 describes the hard disk geometry to LILO. Another common entry here is linear. You should not change this line unless you are very aware of what you are doing. Otherwise, you could put your system in an unbootable state.
  • default=linux refers to the default operating system for LILO to boot from the options listed below this line. The name linux refers to the label line below in each of the boot options.
  • image=/boot/vmlinuz-2.4.20 specifies the linux kernel to boot with this particular boot option.
  • label=linux names the operating system option in the LILO screen. In this case, it is also the name referred to by the default line.
  • read-only specifies that the root partition (see the root line below) is read-only and cannot be altered during the boot process.
  • root=/dev/hda5 tells LILO what disk partition to use as the root partition.

After you have edited your lilo.conf file, it is time to run LILO to load the information into the MBR:

# /sbin/lilo

LILO is configured, and now your machine is ready to boot into Gentoo Linux!

Creating Bootdisks
GRUB Bootdisks

It is always a good idea to make a boot disk the first time you install any Linux distribution. This is a security blanket, and generally not a bad thing to do. If you are using some kinds of hardware RAID, you may need to make a GRUB boot disk. With these types of hardware RAID, if you try to install grub from your chrooted shell it will fail. If you are in this camp, make a GRUB boot disk, and when you reboot the first time you can install GRUB to the MBR. Make your bootdisks like this:

# mke2fs /dev/fd0
# mount /dev/fd0 /mnt/floppy
# mkdir -p /mnt/floppy/boot/grub
# cp /usr/share/grub/i386-pc/stage1 /mnt/floppy/boot/grub/
# cp /usr/share/grub/i386-pc/stage2 /mnt/floppy/boot/grub/
# umount /mnt/floppy
# grub

grub> root (fd0)
grub> setup (fd0)
grub> quit

Now reboot and load the floppy. At the floppy's grub> prompt, you can now execute the necessary root and setup commands.

LILO Bootdisks

If you are using LILO, it is also a good idea to make a bootdisk:

# dd if=/boot/your_kernel of=/dev/fd0 
This will only work if your kernel is smaller than 1.4MB
Installation Complete!

Now, Gentoo Linux is installed. The only remaining step is to update necessary configuration files, exit the chrooted shell, safely unmount your partitions and reboot the system:

# etc-update
# exit 
(This exits the chrooted shell; you can also type ^D)
# cd / 
# umount /mnt/gentoo/boot
# umount /mnt/gentoo/proc
# umount /mnt/gentoo
# reboot
After rebooting, it is a good idea to run the update-modules command to create the /etc/modules.conf file. Instead of modifying this file directly, you should generally make changes to the files in /etc/modules.d. Remember if you are running hardware RAID, you must use the bootdisk for the first reboot. then go back and install grub the way everyone else did the first time. You are done -- congratulations!

If you have any questions or would like to get involved with Gentoo Linux development, consider joining our gentoo-user and gentoo-dev mailing lists (more information on our mailing lists page). We also have a handy Desktop configuration guide that will help you to continue configuring your new Gentoo Linux system, and a useful Portage user guide to help familiarize you with Portage basics. You can find the rest of the Gentoo Documentation here. If you have any other questions involving installation or anything for that matter, please check the Gentoo Linux FAQ. Enjoy and welcome to Gentoo Linux!

Gentoo-Stats

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 http://stats.gentoo.org/.

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 matched 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:

  • installed packages and their version numbers
  • CPU information: speed (MHz), vendor name, model name, CPU flags (like "mmx" or "3dnow")
  • memory information (total available physical RAM, total available swap space)
  • PCI cards and network controller chips
  • the Gentoo Linux profile your machine is using (that is, where the /etc/make.profile link is pointing to).

We are aware that disclosure of sensitive information is a threat to most Gentoo Linux users (just as it is to the developers).

  • Unless you modify the gentoo-stats program, it will never transmit sensitive information such as your passwords, configuration data, shoe size...
  • Transmission of your e-mail addresses is optional and turned off by default.
  • 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.

The installation is easy - just run the following commands:

# emerge gentoo-stats   Installs gentoo-stats
# gentoo-stats --new    Obtains a new system ID

The second command above will request a new system ID and enter it into /etc/gentoo-stats/gentoo-stats.conf automatically. You can view this file to see additional configuration options.

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 crontab:

0 0 * * 0,4 /usr/sbin/gentoo-stats --update > /dev/null

The gentoo-stats program is a simple perl script which can be viewed with your favorite pager or editor: /usr/sbin/gentoo-stats.