diff --git a/en_US.ISO8859-1/books/handbook/install/chapter.sgml b/en_US.ISO8859-1/books/handbook/install/chapter.sgml index 0b08100068..86afc67a3d 100644 --- a/en_US.ISO8859-1/books/handbook/install/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/install/chapter.sgml @@ -1,5362 +1,5362 @@ Jim Mock Restructured, reorganized, and parts rewritten by Randy Pratt The sysinstall walkthrough, screenshots, and general copy by Installing FreeBSD Synopsis installation FreeBSD is provided with a text-based, easy to use installation program called Sysinstall. This is the default installation program for FreeBSD, although vendors are free to provide their own installation suite if they wish. This chapter describes how to use Sysinstall to install FreeBSD. After reading this chapter, you will know: How to create the FreeBSD installation disks. How FreeBSD refers to, and subdivides, your hard disks. How to start Sysinstall. The questions Sysinstall will ask you, what they mean, and how to answer them. Before reading this chapter, you should: Read the supported hardware list that shipped with the version of FreeBSD you are installing, and verify that your hardware is supported. In general, these installation instructions are written for i386 (PC compatible) architecture computers. Where applicable, instructions specific to other platforms (for example, Alpha) will be listed. Pre-installation Tasks Inventory Your Computer Before installing FreeBSD you should attempt to inventory the components in your computer. The FreeBSD installation routines will show you the components (hard disks, network cards, CDROM drives, and so forth) with their model number and manufacturer. FreeBSD will also attempt to determine the correct configuration for these devices, which includes information about IRQ and IO port usage. Due to the vagaries of PC hardware this process is not always completely successful, and you may need to correct FreeBSD's determination of your configuration. If you already have another operating system installed, such as Windows or Linux, it is a good idea to use the facilities provided by those operating systems to see how your hardware is already configured. If you are really not sure what settings an expansion card is using, you may find it printed on the card itself. Popular IRQ numbers are 3, 5, and 7, and IO port addresses are normally written as hexadecimal numbers, such as 0x330. We recommend you print or write down this information before installing FreeBSD. It may help to use a table, like this: Sample Device Inventory Device Name IRQ IO port(s) Notes First hard disk N/A N/A 4GB, made by Seagate, first IDE master CDROM N/A N/A First IDE slave Second hard disk N/A N/A 2GB, made by IBM, second IDE master First IDE controller 14 0x1f0 Network card N/A N/A Intel 10/100 Modem N/A N/A 3Com 56K faxmodem, on COM1 …
Backup Your Data If the computer you will be installing FreeBSD on contains valuable data then ensure you have it backed up, and that you have tested the backups before installing FreeBSD. The FreeBSD installation routine will prompt you several times before writing any data to your disk, but once that process has started it cannot be undone. Decide Where to Install FreeBSD If you want FreeBSD to use all your disk, then there is nothing more to concern yourself with at this point — you can skip to the next section. However, if you need FreeBSD to co-exist with other operating systems then you need to have a rough understanding of how data is laid out on the disk, and how this affects you. Disk Layouts for the i386 A PC disk can be divided into discrete chunks. These chunks are called partitions. By design, the PC only supports four partitions per disk. These partitions are called primary partitions. To work around this limitation and allow more than four partitions, a new partition type was created, the extended partition. A disk may contain only one extended partition. Special partitions, called logical partitions, can be created inside this extended partition. Each partition has a partition ID, which is a number used to identify the type of data on the partition. FreeBSD partitions have the partition ID 165. In general, each operating system that you use will identify partitions in a particular way. For example, DOS, and its descendants, like Windows, assign each primary and logical partition a drive letter, starting with C:. FreeBSD must be installed into a primary partition. FreeBSD can keep all its data, including any files that you create, on this one partition. However, if you have multiple disks, then you can create a FreeBSD partition on all, or some, of them. When you install FreeBSD, you must have one partition available. This might be a blank partition that you have prepared, or it might be an existing partition that contains data that you no longer care about. If you are already using all the partitions on all your disks, then you will have to free one of them for FreeBSD using the tools provided by the other operating systems you use (e.g., fdisk on DOS or Windows). If you have a spare partition then you can use that. However, you may need to shrink one or more of your existing partitions first. A minimal installation of FreeBSD takes as little as 100MB of disk space. However, that is a very minimal install, leaving almost no space for your own files. A more realistic minimum is 250MB without a graphical environment, and 350MB or more if you want a graphical user interface. If you intend to install a lot of third party software as well, then you will need more space. You can use a commercial tool such as Partition Magic to resize your partitions to make space for FreeBSD. The tools directory on the CDROM contains two free software tools which can carry out this task, FIPS and PResizer. Documentation for both of these is in the same directory. Incorrect use of these tools can delete the data on your disk. Be sure that you have recent, working backups before using them. Using an existing partition unchanged Suppose that you have a computer with a single 4GB disk that already has a version of Windows installed, and you have split the disk into two drive letters, C: and D:, each of which is 2GB in size. You have 1GB of data on C:, and 0.5GB of data on D:. This means that your disk has two partitions on it, one per drive letter. You can copy all your existing data from D: to C:, which will free up the second partition, ready for FreeBSD. Shrinking an existing partition Suppose that you have a computer with a single 4GB disk, that already has a version of Windows installed. When you installed Windows you created one large partition, giving you a C: drive that is 4GB in size. You are currently using 1.5GB of space, and want FreeBSD to have 2GB of space. In order to install FreeBSD you will need to either: Backup your Windows data, and then reinstall Windows, asking for a 2GB partition at install time. Use one of the tools such as Partition Magic, described above, to shrink your Windows partition. Disk Layouts for the Alpha Alpha You will need a dedicated disk for FreeBSD on the Alpha. It is not possible to share a disk with another operating system at this time. Depending on the specific Alpha machine you have, this disk can either be a SCSI disk or an IDE disk, as long as your machine is capable of booting from it. Following the conventions of the Digital / Compaq manuals all SRM input is shown in uppercase. SRM is case insensitive. To find the names and types of disks in your machine, use the SHOW DEVICE command from the SRM console prompt: >>>show device dka0.0.0.4.0 DKA0 TOSHIBA CD-ROM XM-57 3476 dkc0.0.0.1009.0 DKC0 RZ1BB-BS 0658 dkc100.1.0.1009.0 DKC100 SEAGATE ST34501W 0015 dva0.0.0.0.1 DVA0 ewa0.0.0.3.0 EWA0 00-00-F8-75-6D-01 pkc0.7.0.1009.0 PKC0 SCSI Bus ID 7 5.27 pqa0.0.0.4.0 PQA0 PCI EIDE pqb0.0.1.4.0 PQB0 PCI EIDE This example is from a Digital Personal Workstation 433au and shows three disks attached to the machine. The first is a CDROM drive called DKA0 and the other two are disks and are called DKC0 and DKC100 respectively. Disks with names of the form DKx are SCSI disks. For example DKA100 refers to a SCSI with SCSI target ID 1 on the first SCSI bus (A), whereas DKC300 refers to a SCSI disk with SCSI ID 3 on the third SCSI bus (C). Devicename PKx refers to the SCSI host bus adapter. As seen in the SHOW DEVICE output SCSI CDROM drives are treated as any other SCSI hard disk drive. IDE disks have names similar to DQx, while PQx is the associated IDE controller. Collect Your Network Configuration Details If you intend to connect to a network as part of your FreeBSD installation (for example, if you will be installing from an FTP site, or an NFS server), then you need to know your network configuration. You will be prompted for this information during the installation so that FreeBSD can connect to the network to complete the install. Connecting to an Ethernet Network, or Cable/DSL Modem If you connect to an Ethernet network, or you have an Internet connection via cable or DSL, then you will need the following information: IP address. IP address of the default gateway. Hostname. DNS server IP addresses. If you do not know this information, then ask your system administrator or service provider. They may say that this information is assigned automatically, using DHCP. If so, make a note of this. Connecting Using a Modem If you dial up to an ISP using a regular modem then you can still install FreeBSD over the Internet, it will just take a very long time. You will need to know: The phone number to dial for your ISP. The COM: port your modem is connected to. The username and password for your ISP account. Check for FreeBSD Errata Although the FreeBSD project strives to ensure that each release of FreeBSD is as stable as possible, bugs do occasionally creep into the process. On very rare occasions those bugs affect the installation process. As these problems are discovered and fixed they are noted in the FreeBSD Errata, posted on the FreeBSD web site. You should check the errata before installing to make sure that there are no late-breaking problems which you should be aware of. Information about all the releases, including the errata for each release, can be found on the release information section of the FreeBSD web site. Prepare the Boot Discs FreeBSD can be installed from a number of different media; CDROM, DVD, FTP (both anonymous and non-anonymous), NFS, tape, or an existing MS-DOS partition. If you have FreeBSD on CDROM or DVD, and your computer allows you to boot from the CDROM or DVD (typically a BIOS option called Boot Order or similar) then you can skip this section. The FreeBSD CDROM and DVD images are bootable and can be used to install FreeBSD without any other special preparation. The FreeBSD installation process is started by booting your computer into the FreeBSD installer—it is not a program you run within another operating system. To do this, you must create some floppy disks that can be booted from, and then boot from them. If you are not installing directly from CDROM, DVD, or FTP then you are probably preparing your own installation media (e.g., an MS-DOS partition), which must be prepared before you install FreeBSD. This is a slightly more advanced, infrequent activity, and is documented in . This includes the scenario where you want to create your own FTP site on your own network so that other computers can use your site as a FreeBSD FTP installation site. In general, to create boot floppy images, follow these steps: Acquire the Boot Floppy Images The boot discs are available on your installation media in the floppies directory, and can also be downloaded from the floppies directory. The floppy images have a .flp extension. The floppies/ directory contains a number of different images, and the ones you will need to use depends on the version of FreeBSD you are installing, and in some cases, the hardware you are installing to. In most cases you will need two files, kern.flp and mfsroot.flp, but check README.TXT in the same directory to be sure. Your FTP program must use binary mode to download these disk images. Some web browsers have been known to use text (or ASCII) mode, which will be apparent if you cannot boot from the disks. Prepare the Floppy Disks You must prepare one floppy disk per image file you had to download. It is imperative that these disks are free from defects. The easiest way to test this is to format the disks for yourself. Do not trust pre-formatted floppies. If you try to install FreeBSD and the installation program crashes, freezes, or otherwise misbehaves, one of the first things to suspect is the floppies. Try writing the floppy image files to some other disks and try again. - Write the Image Files to the Floppy Disks. + Write the Image Files to the Floppy Disks The .flp files are not regular files you copy to the disk. Instead, they are images of the complete contents of the disk. This means that you cannot use commands like DOS' copy to write the files. Instead, you must use specific tools to write the images directly to the disk. DOS If you are creating the floppies on a computer running DOS/Windows, then we provide a tool to do this called fdimage. If you are using the floppies from the CDROM, and your CDROM is the E: drive, then you would run this: E:\> tools\fdimage floppies\kern.flp A: Repeat this command for each .flp file, replacing the floppy disk each time, being sure to label the disks with the name of the file that you copied to them. Adjust the command line as necessary, depending on where you have placed the .flp files. If you do not have the CDROM, then fdimage can be downloaded from the tools directory on the FreeBSD FTP site. If you are writing the floppies on a Unix system (such as another FreeBSD system) you can use the &man.dd.1; command to write the image files directly to disk. On FreeBSD, you would run: &prompt.root; dd if=kern.flp of=/dev/fd0 On FreeBSD, /dev/fd0 refers to the first floppy disk (the A: drive). /dev/fd1 would be the B: drive, and so on. Other Unix variants might have different names for the floppy disk devices, and you will need to check the documentation for the system as necessary. You are now ready to start installing FreeBSD. Starting the Installation By default, the installation will not make any changes to your disk(s) until you see the following message: Last Chance: Are you SURE you want continue the installation? If you're running this on a disk with data you wish to save then WE STRONGLY ENCOURAGE YOU TO MAKE PROPER BACKUPS before proceeding! We can take no responsibility for lost disk contents! The install can be exited at any time prior to the final warning without changing the contents of the hard drive. If you are concerned that you have configured something incorrectly you can just turn the computer off before this point, and no damage will be done. Booting Booting for the i386 Start with your computer turned off. Turn on the computer. As it starts it should display an option to enter the system set up menu, or BIOS, commonly reached by keys like F2, F10, Del, or Alt S . Use whichever keystroke is indicated on screen. In some cases your computer may display a graphic while it starts. Typically, pressing Esc will dismiss the graphic and allow you to see the necessary messages. Find the setting that controls which devices the system boots from. This is commonly shown as a list of devices, such as Floppy, CDROM, First Hard Disk, and so on. If you needed to prepare boot floppies, then make sure that the floppy disk is selected. If you are booting from the CDROM then make sure that that is selected instead. In case of doubt, you should consult the manual that came with your computer, and/or its motherboard. Make the change, then save and exit. The computer should now restart. If you needed to prepare boot floppies, as described in then one of them will be the first boot disc, probably the one containing kern.flp. Put this disc in your floppy drive. If you are booting from CDROM, then you will need to turn on the computer, and insert the CDROM at the first opportunity. If your computer starts up as normal, and loads your existing operating system then either: The disks were not inserted early enough in the boot process. Leave them in, and try restarting your computer. The BIOS changes earlier did not work correctly. You should redo that step until you get the right option. FreeBSD will start to boot. If you are booting from CDROM you will see a display similar to this: Verifying DMI Pool Data ........ Boot from ATAPI CD-ROM : 1. FD 2.88MB System Type-(00) Uncompressing ... done BTX loader 1.00 BTX version is 1.01 Console: internal video/keyboard BIOS drive A: is disk0 BIOS drive B: is disk1 BIOS drive C: is disk2 BIOS drive C: is disk3 BIOS 639kB/261120kB available memory FreeBSD/i386 bootstrap loader, Revision 0.8 (murray@builder.freebsdmall.com, Thu Jan 17 19:28:57 PST 2002) /kernel text=0x266691 data=0x407c+0x20d68 \ | Hit [Enter] to boot immediately, or any other key for command prompt. Booting [kernel] in 9 seconds... _ If you are booting from floppy disc, you will see a display similar to this: Verifying DMI Pool Data ........ BTX loader 1.00 BTX version is 1.01 Console: internal video/keyboard BIOS drive A: is disk0 BIOS drive C: is disk1 BIOS 639kB/261120kB available memory FreeBSD/i386 bootstrap loader, Revision 0.8 (murray@builder.freebsdmall.com, Thu Jan 17 19:28:57 PST 2002) /kernel text=0x266691 data=0x407c+0x20d68 | Please insert MFS root floppy and press enter: Follow these instructions by removing the kern.flp disc, insert the mfsroot.flp disc, and press Enter. Irrespective of whether you booted from floppy or CDROM, the boot process will then get to this point: Hit [Enter] to boot immediately, or any other key for command prompt. Booting [kernel] in 9 seconds... _ Either wait ten seconds, or press Enter. This will then launch the kernel configuration menu. Booting for the Alpha Alpha Start with your computer turned off. Turn on the computer and wait for a boot monitor prompt. If you needed to prepare boot floppies, as described in then one of them will be the first boot disc, probably the one containing kern.flp. Put this disc in your floppy drive and type the following command to boot the disk (substituting the name of your floppy drive if necessary): >>>BOOT DVA0 -FLAGS '' -FILE '' If you are booting from CDROM, insert the CDROM into the drive and type the following command to start the installation (substituting the name of the appropriate CDROM drive if necessary): >>>BOOT DKA0 -FLAGS '' -FILE '' FreeBSD will start to boot. If you are booting from a floppy disc, at some point you will see the message: Please insert MFS root floppy and press enter: Follow these instructions by removing the kern.flp disc, insert the mfsroot.flp disc, and press Enter. Irrespective of whether you booted from floppy or CDROM, the boot process will then get to this point: Hit [Enter] to boot immediately, or any other key for command prompt. Booting [kernel] in 9 seconds... _ Either wait ten seconds, or press Enter. This will then launch the kernel configuration menu. Kernel Configuration The kernel is the core of the operating system. It is responsible for many things, including access to all the devices you may have on your system, such as hard disks, network cards, sound cards, and so on. Each piece of hardware supported by the FreeBSD kernel has a driver associated with it. Each driver has a two or three letter name, such as sa for the SCSI sequential access driver, or sio for the Serial I/O driver (which manages COM ports). When the kernel starts, each driver checks the system to see whether or not the hardware it supports exists on your system. If it does, then the driver configures the hardware and makes it available to the rest of the kernel. This checking is commonly referred to as device probing. Unfortunately, it is not always possible to do this in a safe way. Some hardware drivers do not co-exist well together, and probing for one piece of hardware can sometimes leave another in an inconsistent state. This is a basic limitation of the design of the PC. Many older devices are called ISA devices—as opposed to PCI devices. The ISA specification requires each device to have some information hard coded into it, typically the Interrupt Request Line number (IRQ) and IO port address that the driver uses. This information is commonly set by using physical jumpers on the card, or by using a DOS based utility. This was often a source of problems, because it was not possible to have two devices that shared the same IRQ or port address. Newer devices follow the PCI specification, which does not require this, as the devices are supposed to cooperate with the BIOS, and be told which IRQ and IO port addresses to use. If you have any ISA devices in your computer then FreeBSD's driver for that device will need to be configured with the IRQ and port address that you have set the card to. This is why carrying out an inventory of your hardware (see ) can be useful. Unfortunately, the default IRQs and memory ports used by some drivers clash. This is because some ISA devices are shipped with IRQs or memory ports that clash. The defaults in FreeBSD's drivers are deliberately set to mirror the manufacturer's defaults, so that, out of the box, as many devices as possible will work. This is almost never an issue when running FreeBSD day-to-day. Your computer will not normally contain two pieces of hardware that clash, because one of them would not work (irrespective of the operating system you are using). It becomes an issue when you are installing FreeBSD for the first time because the kernel used to carry out the install has to contain as many drivers as possible, so that many different hardware configurations can be supported. This means that some of those drivers will have conflicting configurations. The devices are probed in a strict order, and if you own a device that is probed late in the process, but conflicted with an earlier probe, then your hardware might not function or be probed correctly when you install FreeBSD. Because of this, the first thing you have the opportunity to do when installing FreeBSD is look at the list of drivers that are configured into the kernel, and either disable some of them, if you do not own that device, or confirm (and alter) the driver's configuration if you do own the device but the defaults are wrong. This probably sounds much more complicated than it actually is. shows the first kernel configuration menu. We recommend that you choose the Start kernel configuration in full-screen visual mode option, as it presents the easiest interface for the new user.
Kernel Configuration Menu
The kernel configuration screen () is then divided into four sections. A collapsible list of all the drivers that are currently marked as active, subdivided into groups such as Storage, and Network. Each driver is shown as a description, its two three letter driver name, and the IRQ and memory port used by that driver. In addition, if an active driver conflicts with another active driver then CONF is shown next to the driver name. This section also shows the total number of conflicting drivers that are currently active. Drivers that have been marked inactive. They remain in the kernel, but they will not probe for their device when the kernel starts. These are subdivided into groups in the same way as the active driver list. More detail about the currently selected driver, including its IRQ and memory port address. Information about the keystrokes that are valid at this point in time.
The Kernel Device Configuration Visual Interface
At this point there will always be conflicts listed. Do not worry about this, it is to be expected; all the drivers are enabled, and as has already been explained, some of them will conflict with one another. You now have to work through the list of drivers, resolving the conflicts. Resolving Driver Conflicts Press X. This will completely expand the list of drivers, so you can see all of them. You will need to use the arrow keys to scroll back and forth through the active driver list. shows the result of pressing X.
Expanded Driver List
Disable all the drivers for devices that you do not have. To disable a driver, highlight it with the arrow keys and press Del. The driver will be moved to the Inactive Drivers list. If you inadvertently disable a device that you need then press Tab to switch to the Inactive Drivers list, select the driver that you disabled, and press Enter to move it back to the active list. Do not disable sc0. This controls the screen, and you will need this unless you are installing over a serial cable. Only disable atkbd0 if you are using a USB keyboard. If you have a normal keyboard then you must keep atkbd0. If there are no conflicts listed then you can skip this step. Otherwise, the remaining conflicts need to be examined. If they do not have the indication of an allowed conflict in the message area, then either the IRQ/address for device probe will need to be changed, or the IRQ/address on the hardware will need to be changed. To change the driver's configuration for IRQ and IO port address, select the device and press Enter. The cursor will move to the third section of the screen, and you can change the values. You should enter the values for IRQ and port address that you discovered when you made your hardware inventory. Press Q to finish editing the device's configuration and return to the active driver list. If you are not sure what these figures should be then you can try using -1. Some FreeBSD drivers can safely probe the hardware to discover what the correct value should be, and a value of -1 configures them to do this. The procedure for changing the address on the hardware varies from device to device. For some devices you may need to physically remove the card from your computer and adjust jumper settings or DIP switches. Other cards may have come with a DOS floppy that contains the programs used to reconfigure the card. In any case, you should refer to the documentation that came with the device. This will obviously entail restarting your computer, so you will need to boot back into the FreeBSD installation routine when you have reconfigured the card. When all the conflicts have been resolved the screen will look similar to .
Driver Configuration With No Conflicts
As you can see, the active driver list is now much smaller, with only drivers for the hardware that actually exists being listed. You can now save these changes, and move on to the next step of the install. Press Q to quit the device configuration interface. This message will appear: Save these parameters before exiting? ([Y]es/[N]o/[C]ancel) Answer Y to save the parameters and the probing will start. After displaying the probe results in white on black text Sysinstall will start and display its main menu ().
Sysinstall Main Menu
Reviewing the Device Probe Results The last few hundred lines that have been displayed on screen are stored and can be reviewed. To review the buffer, press Scroll Lock. This turns on scrolling in the display. You can then use the arrow keys, or PageUp and PageDown to view the results. Press Scroll Lock again to stop scrolling. Do this now, to review the text that scrolled off the screen when the kernel was carrying out the device probes. You will see text similar to , although the precise text will differ depending on the devices that you have in your computer.
Typical Device Probe Results avail memory = 254611456 (248644K bytes) Preloaded elf kernel "kernel" at 0xc069a000. Preloaded mfs_root "/mfsroot" at 0xc069a084. md1: Malloc disk npx0: <math processor> on motherboard npx0: INT 16 interface pcib0: <Host to PCI bridge> on motherboard pci0: <PCI bus> on pcib0 pcib1: <VIA 82C598MVP (Apollo MVP3) PCI-PCI (AGP bridge> at device 1.0 on pci0 pci1: <PCI bus> on pcib1 pci1: <Matrox MGA G200 AGP graphics accelerator> at 0.0 irq 11 isab0: <VIA 82C586 PCI-ISA bridge> at device 7.0 on pci0 isa0: <ISA bus> on isab0 atapci0: <VIA 82C586 ATA33 controller> port 0xe000-0xe00f at device 7.1 on pci0 ata0: at 0x1f0 irq 14 on atapci0 uhci0: <VIA 83C572 USB controller> port 0xe400-0xe41f irq 10 at device 7.2 on pci0 usb0: <VIA 83C572 USB controller> on uhci0 usb0: USB revision 1.0 uhub0: VIA UHCI root hub, class 9/0, rev 1.00/1.00, addr 1 uhub0: 2 ports with 2 removable, self powered chip1: <VIA 82C586B ACPI interface> at device 7.3 on pci0 ed0: <NE2000 PCI Ethernet (RealTek 8029)> port 0xe800-0xe81f irq 9 at device 10.0 on pci0 ed0: address 52:54:05:de:73:1b, type NE2000 (16bit) isa0: too many dependant configs (8) isa0: unexpected small tag 14 orm0; <Option ROM> at iomem 0xc0000-0xc7fff on isa0 fdc0: <NEC 72065B or clone> at port 0x3f0-0x3f5,0x3f7 irq6 drq2 on isa0 fdc0: FIFO enabled, 8 bytes threshold fd0: <1440-KB 3.5" drive> on fdc0 drive 0 atkbdc0: <keyboard controller (i8042)> at port 0x60-0x64 on isa0 atkbd0: <AT Keyboard> flags 0x1 irq 1 on atkbdc0 kbd0 at atkbd0 psm0: <PS/2 Mouse> irq 12 on atkbdc0 psm0: model Generic PS/2 mouse, device ID 0 vga0: <Generic ISA VGA> at port 0x3c0-0c3df iomem 0xa0000-0xbffff on isa0 sc0: <System console> at flags 0x100 on isa0 sc0: VGA <16 virtual consoles, flags-0x300> sio0 at port 0x3f8-0x3ff irq 4 flags 0x10 on isa0 sio0: type 16550A sio1: at port 0x2f8-0x2ff irq3 on isa0 sio1: type 16550A ppc0: <Parallel port> at port 0x378-0x37f irq 7 on isa0 ppc0: SMC-like chipset (ECP/EPP/PS2/NIBBLE) in COMPATIBLE mode ppc0: FIFO with 16/16/15 bytes threshold ppbus0: IEEE1284 device found /NIBBLE Probing for PnP devices on ppbus0: ppi0: <Parallel I/O> on ppbus0 plip0: <PLIP network interface> on ppbus0 ad0: 8063MB <IBM-DHEA-38451> [16383/16/63] at ata0-master using UDMA33 acd0: CDROM <DELTA OTC-H101/ST3 F/W by OIPD> at ata0-slave using PIO4 Mounting root from ufs:/dev/md0c /stand/sysinstall running as init on vty0
Check the probe results carefully to make sure that FreeBSD found all the devices you expected. If a device was not found, then it will not be listed. If the device's driver required configuring with the IRQ and port address then you should check that you entered them correctly. If you need to make changes to the UserConfig device probing, its easy to exit the sysinstall program and start over again. Its also a good way to become more familiar with the process.
Select Sysinstall Exit
Use the arrow keys to select Exit Install from the Main Install Screen menu. The following message will display: User Confirmation Requested Are you sure you wish to exit? The system will reboot (be sure to remove any floppies from the drives). [ Yes ] No The install program will start again if the CDROM is left in the drive and [Yes] is selected. If you are booting from floppies it will be necessary to remove the mfsroot.flp floppy and replace it with kern.flp before rebooting. Introducing Sysinstall Sysinstall is the installation application provided by the FreeBSD Project. It is console based and is divided into a number of menus and screens that you can use to configure and control the installation process. The Sysinstall menu system is controlled by the arrow keys, Enter, Space, and other keys. A detailed description of these keys, and what they do, is contained in Sysinstall's usage information. To review this information, ensure that the Usage entry is highlighted and that the [Select] button is selected, as shown in , then press Enter. The instructions for using the menu system will be displayed. After reviewing them, press Enter to return to the Main Menu.
Selecting Usage From Sysinstall Main Menu
Selecting The Documentation Menu From the Main Menu, select Doc with the arrow keys and press Enter.
Selecting Documentation Menu
This will display the Documentation Menu.
Sysinstall Documentation Menu
It is important to read the documents provided. To view a document, select it with the arrow keys and press Enter. When finished reading a document, pressing Enter will return to the Documentation Menu. To return to the Main Installation Menu, select Exit with the arrow keys and press Enter. Selecting The Keymap Menu To change the keyboard mapping, use the arrow keys to select Keymap from the menu and press Enter.
Sysinstall Main Menu
A different keyboard mapping may be chosen by selecting the menu item using up/down arrow keys and pressing Space. Pressing Space again will unselect the item. When finished, choose the &gui.ok; using the arrow keys and press Enter. Only a partial list is shown in this screen representation. Selecting &gui.cancel; will use the default keymap and return to the Main Install Menu.
Sysinstall Keymap Menu
Installation Options Screen Select Options and press Enter.
Sysinstall Main Menu
Sysinstall Options
The default values are usually fine for most users and do not need to be changed. The description of the selected item will appear at the bottom of the screen highlighted in blue. Notice that one of the options is Use Defaults to reset all values to startup defaults. Press F1 to read the help screen about the various options. Pressing Q will return to the Main Install menu. Begin A Standard Installation The Standard installation is the option recommended for those new to Unix or FreeBSD. Use the arrow keys to select Standard and then press Enter to start the installation.
Begin Standard Installation
Allocating Disk Space Your first task is to allocate disk space for FreeBSD, and label that space so that Sysinstall can prepare it. In order to do this you need to know how FreeBSD expects to find information on the disk. BIOS Drive Numbering Before you install and configure FreeBSD on your system, there is an important subject that you should be aware of, especially if you have multiple hard drives. DOS Microsoft Windows In a PC running a BIOS-dependent operating system such as MS-DOS or Microsoft Windows, the BIOS is able to abstract the normal disk drive order, and the operating system goes along with the change. This allows the user to boot from a disk drive other than the so-called primary master. This is especially convenient for some users who have found that the simplest and cheapest way to keep a system backup is to buy an identical second hard drive, and perform routine copies of the first drive to the second drive using Ghost or XCOPY . Then, if the first drive fails, or is attacked by a virus, or is scribbled upon by an operating system defect, he can easily recover by instructing the BIOS to logically swap the drives. It is like switching the cables on the drives, but without having to open the case. SCSI BIOS More expensive systems with SCSI controllers often include BIOS extensions which allow the SCSI drives to be re-ordered in a similar fashion for up to seven drives. A user who is accustomed to taking advantage of these features may become surprised when the results with FreeBSD are not as expected. FreeBSD does not use the BIOS, and does not know the logical BIOS drive mapping. This can lead to very perplexing situations, especially when drives are physically identical in geometry, and have also been made as data clones of one another. When using FreeBSD, always restore the BIOS to natural drive numbering before installing FreeBSD, and then leave it that way. If you need to switch drives around, then do so, but do it the hard way, and open the case and move the jumpers and cables. An Illustration from the Files of Bill and Fred's Exceptional Adventures: Bill breaks-down an older Wintel box to make another FreeBSD box for Fred. Bill installs a single SCSI drive as SCSI unit zero and installs FreeBSD on it. Fred begins using the system, but after several days notices that the older SCSI drive is reporting numerous soft errors and reports this fact to Bill. After several more days, Bill decides it is time to address the situation, so he grabs an identical SCSI drive from the disk drive archive in the back room. An initial surface scan indicates that this drive is functioning well, so Bill installs this drive as SCSI unit four and makes an image copy from drive zero to drive four. Now that the new drive is installed and functioning nicely, Bill decides that it is a good idea to start using it, so he uses features in the SCSI BIOS to re-order the disk drives so that the system boots from SCSI unit four. FreeBSD boots and runs just fine. Fred continues his work for several days, and soon Bill and Fred decide that it is time for a new adventure -- time to upgrade to a newer version of FreeBSD. Bill removes SCSI unit zero because it was a bit flaky and replaces it with another identical disk drive from the archive. Bill then installs the new version of FreeBSD onto the new SCSI unit zero using Fred's magic Internet FTP floppies. The installation goes well. Fred uses the new version of FreeBSD for a few days, and certifies that it is good enough for use in the engineering department. It is time to copy all of his work from the old version. So Fred mounts SCSI unit four (the latest copy of the older FreeBSD version). Fred is dismayed to find that none of his precious work is present on SCSI unit four. Where did the data go? When Bill made an image copy of the original SCSI unit zero onto SCSI unit four, unit four became the new clone. When Bill re-ordered the SCSI BIOS so that he could boot from SCSI unit four, he was only fooling himself. FreeBSD was still running on SCSI unit zero. Making this kind of BIOS change will cause some or all of the Boot and Loader code to be fetched from the selected BIOS drive, but when the FreeBSD kernel drivers take-over, the BIOS drive numbering will be ignored, and FreeBSD will transition back to normal drive numbering. In the illustration at hand, the system continued to operate on the original SCSI unit zero, and all of Fred's data was there, not on SCSI unit four. The fact that the system appeared to be running on SCSI unit four was simply an artifact of human expectations. We are delighted to mention that no data bytes were killed or harmed in any way by our discovery of this phenomenon. The older SCSI unit zero was retrieved from the bone pile, and all of Fred's work was returned to him, (and now Bill knows that he can count as high as zero). Although SCSI drives were used in this illustration, the concepts apply equally to IDE drives. Disk Organization The smallest unit of organization that FreeBSD uses to find files is the filename. Filenames are case-sensitive, which means that readme.txt and README.TXT are two separate files. FreeBSD does not use the extension (.txt) of a file to determine whether the file is program, or a document, or some other form of data. Files are stored in directories. A directory may contain no files, or it may contain many hundreds of files. A directory can also contain other directories, allowing you to build up a hierarchy of directories within one another. This makes it much easier to organize your data. Files and directories are referenced by giving the file or directory name, followed by a forward slash, /, followed by any other directory names that are necessary. If you have directory foo, which contains directory bar, which contains the file readme.txt, then the full name, or path to the file is foo/bar/readme.txt. Directories and files are stored in a filesystem. Each filesystem contains exactly one directory at the very top level, called the root directory for that filesystem. This root directory can then contain other directories. So far this is probably similar to any other operating system you may have used. There are a few differences; for example, DOS uses \ to separate file and directory names, while MacOS uses :. FreeBSD does not use drive letters, or other drive names in the path. You would not write c:/foo/bar/readme.txt on FreeBSD. Instead, one filesystem is designated the root filesystem. The root filesystem's root directory is referred to as /. Every other filesystem is then mounted under the root filesystem. No matter how many disks you have on your FreeBSD system, every directory appears to be part of the same disk. Suppose you have three filesystems, called A, B, and C. Each filesystem has one root directory, which contains two other directories, called A1, A2 (and likewise B1, B2 and C1, C2). Call A the root filesystem. If you used the ls command to view the contents of this directory you would see two subdirectories, A1 and A2. The directory tree looks like this. / | +--- A1 | `--- A2 A filesystem must be mounted on to a directory in another filesystem. So now suppose that you mount filesystem B on to the directory A1. The root directory of B replaces A1, and the directories in B appear accordingly. / | +--- A1 | | | +--- B1 | | | `--- B2 | `--- A2 Any files that are in the B1 or B2 directories can be reached with the path /A1/B1 or /A1/B2 as necessary. Any files that were in /A1 have been temporarily hidden. They will reappear if B is unmounted from A. If B had been mounted on A2 then the diagram would look like this; / | +--- A1 | `--- A2 | +--- B1 | `--- B2 and the paths would be /A2/B1 and /A2/B2 respectively. Filesystems can be mounted on top of one another. Continuing the last example, the C filesystem could be mounted on top of the B1 directory in the B filesystem, leading to this arrangement. / | +--- A1 | `--- A2 | +--- B1 | | | +--- C1 | | | `--- C2 | `--- B2 Or C could be mounted directly on to the A filesystem, under the A1 directory. / | +--- A1 | | | +--- C1 | | | `--- C2 | `--- A2 | +--- B1 | `--- B2 If you are familiar with DOS, this is similar, although not identical, to the join command. This is not normally something you need to concern yourself with. Typically you create filesystems when installing FreeBSD and decide where to mount them, and then never change them unless you add a new disk. It is entirely possible to have one large root filesystem, and not need to create any others. There are some drawbacks to this approach, and one advantage. Benefits of multiple filesystems Different filesystems can have different mount options. For example, with careful planning, the root filesystem can be mounted read-only, making it impossible for you to inadvertently delete or edit a critical file. FreeBSD automatically optimizes the layout of files on a filesystem, depending on how the filesystem is being used. So a filesystem that contains many small files that are written frequently will have a different optimization to one that contains fewer, larger files. By having one big filesystem this optimization breaks down. FreeBSD's filesystems are very robust should you lose power. However, a power loss at a critical point could still damage the structure of the filesystem. By splitting your data over multiple filesystems it is more likely that the system will still come up, making it easier for you to restore from backup as necessary. Benefit of a single filesystem Filesystems are a fixed size. If you create a filesystem when you install FreeBSD and give it a specific size, you may later discover that you need to make the partition bigger. This is not easily accomplished without backing up, recreating the filesystems with the size, and then restoring. FreeBSD 4.4 and up have a featured command, the &man.growfs.8;, which will makes it possible to increase the size of a filesystem on the fly, removing this limitation. Filesystems are contained in partitions. This does not have the same meaning as the earlier usage of the term partition in this chapter, because of FreeBSD's Unix heritage. Each partition is identified by a letter, a through to h. Each partition can only contain one filesystem, which means that filesystems are often described by either their typical mount point on the root filesystem, or the letter of the partition they are contained in. FreeBSD also uses disk space for swap space. Swap space provides FreeBSD with virtual memory. This allows your computer to behave as though it has much more memory than it actually does. When FreeBSD runs out of memory it moves some of the data that is not currently being used to the swap space, and moves it back in (moving something else out) when it needs it. Some partitions have certain conventions associated with them. Partition Convention a Normally contains the root filesystem b Normally contains swap space c Normally the same size as the enclosing slice. This allows utilities that need to work on the entire slice (for example, a bad block scanner) to work on the c partition. You would not normally create a filesystem on this partition. d Partition d used to have a special meaning associated with it, although that is now gone. To this day, some tools may operate oddly if told to work on partition d, so Sysinstall will not normally create partition d. Each partition-that-contains-a-filesystem is stored in what FreeBSD calls a slice. Slice is FreeBSD's term for what were earlier called partitions, and again, this is because of FreeBSD's Unix background. Slices are numbered, starting at 1, through to 4. slices partitions dangerously dedicated Slice numbers follow the device name, prefixed with an s, starting at 1. So da0s1 is the first slice on the first SCSI drive. There can only be four physical slices on a disk, but you can have logical slices inside physical slices of the appropriate type. These extended slices are numbered starting at 5, so ad0s5 is the first extended slice on a disk. These devices are used by file systems that expect to occupy a slice. Slices, dangerously dedicated physical drives, and other drives contain partitions, which are represented as letters from a to h. This letter is appended to the device name, so da0a is the a partition on the first da drive, which is dangerously dedicated. ad1s3e is the fifth partition in the third slice of the second IDE disk drive. Finally, each disk on the system is identified. A disk name starts with a code that indicates the type of disk, and then a number, indicating which disk it is. Unlike slices, disk numbering starts at 0. Common codes that you will see are listed in . When referring to a partition FreeBSD requires that you also name the slice and disk that contains the partition, and when referring to a slice you should also refer to the disk name. Do this by listing the disk name, s, the slice number, and then the partition letter. Examples are shown in . shows a conceptual model of the disk layout that should help make things clearer. In order to install FreeBSD you must first configure the disk slices, then create partitions within the slice you will use for FreeBSD, and then create a filesystem (or swap space) in each partition, and decide where that filesystem will be mounted. Disk Device Codes Code Meaning ad ATAPI (IDE) disk da SCSI direct access disk acd ATAPI (IDE) CDROM cd SCSI CDROM fd Floppy disk
Sample Disk, Slice, and Partition Names Name Meaning ad0s1a The first partition (a) on the first slice (s1) on the first IDE disk (ad0). da1s2e The fifth partition (e) on the second slice (s2) on the second SCSI disk (da1). Conceptual Model of a Disk This diagram shows FreeBSD's view of the first IDE disk attached to the system. Assume that the disk is 4GB in size, and contains two 2GB slices (DOS partitions). The first slice contains a DOS disk, C:, and the second slice contains a FreeBSD installation. This example FreeBSD installation has three partitions, and a swap partition. The three partitions will each hold a filesystem. Partition a will be used for the root filesystem, e for the /var directory hierarchy, and f for the /usr directory hierarchy. .-----------------. --. | | | | DOS / Windows | | : : > First slice, ad0s1 : : | | | | :=================: ==: --. | | | Partition a, mounted as / | | | > referred to as ad0s2a | | | | | :-----------------: ==: | | | | Partition b, used as swap | | | > referred to as ad0s2b | | | | | :-----------------: ==: | Partition c, no | | | Partition e, used as /var > filesystem, all | | > referred to as ad0s2e | of FreeBSD slice, | | | | ad0s2c :-----------------: ==: | | | | | : : | Partition f, used as /usr | : : > referred to as ad0s2f | : : | | | | | | | | --' | `-----------------' --' Creating Slices using FDisk No changes you make at this point will be written to the disk. If you think you have made a mistake and want to start again you can use the menus to exit Sysinstall and try again. If you get confused and can not see how to exit you can always turn your computer off. After choosing to begin a standard installation in Sysinstall you will be shown this message: Message In the next menu, you will need to set up a DOS-style ("fdisk") partitioning scheme for your hard disk. If you simply wish to devote all disk space to FreeBSD (overwriting anything else that might be on the disk(s) selected) then use the (A)ll command to select the default partitioning scheme followed by a (Q)uit. If you wish to allocate only free space to FreeBSD, move to a partition marked "unused" and use the (C)reate command. [ OK ] [ Press enter to continue ] Press Enter as instructed. You will then be shown a list of all the hard drives that the kernel found when it carried out the device probes. shows an example from a system with two IDE disks. They have been called ad0 and ad2.
Select Drive for FDisk
You might be wondering why ad1 is not listed here. Why has it been missed? Consider what would happen if you had two IDE hard disks, one as the master on the first IDE controller, and one as the master on the second IDE controller. If FreeBSD numbered these as it found them, as ad0 and ad1 then everything would work. But if you then added a third disk, as the slave device on the first IDE controller, it would now be ad1, and the previous ad1 would become ad2. Because device names (such as ad1s1a) are used to find filesystems, you may suddenly discover that some of your filesystems no longer appear correctly, and you would need to change your FreeBSD configuration. To work around this, the kernel can be configured to name IDE disks based on where they are, and not the order in which they were found. With this scheme the master disk on the second IDE controller will always be ad2, even if there are no ad0 or ad1 devices. This configuration is the default for the FreeBSD kernel, which is why this display shows ad0 and ad2. The machine on which this screenshot was taken had IDE disks on both master channels of the IDE controllers, and no disks on the slave channels. You should select the disk on which you want to install FreeBSD, and then press &gui.ok;. FDisk will start, with a display similar to that shown in . The FDisk display is broken into three sections. The first section, covering the first two lines of the display, shows details about the currently selected disk, including its FreeBSD name, the disk geometry, and the total size of the disk. The second section shows the slices that are currently on the disk, where they start and end, how large they are, the name FreeBSD gives them, and their description and sub-type. This example shows two small unused slices, which are artifacts of disk layout schemes on the PC. It also shows one large FAT slice, which almost certainly appears as C: in DOS / Windows, and an extended slice, which may contain other drive letters for DOS / Windows. The third section shows the commands that are available in FDisk.
Typical Fdisk Partitions Before Editing
What you do now will depend on how you want to slice up your disk. If you want to use FreeBSD for the entire disk (which will delete all the other data on this disk when you confirm that you want Sysinstall to continue later in the installation process) then you can press A, which corresponds to the Use Entire Disk option. The existing slices will be removed, and replaced with a small area flagged as unused (again, an artifact of PC disk layout), and then one large slice for FreeBSD. If you do this then you should then select the newly created FreeBSD slice using the arrow keys, and press S to mark the slice as being bootable. The screen will then look very similar to . Note the A in the Flags column, which indicates that this slice is active, and will be booted from. If you will be deleting an existing slice to make space for FreeBSD then you should select the slice using the arrow keys, and then press D. You can then press C, and be prompted for size of slice you want to create. Enter the appropriate figure and press Enter. If you have already made space for FreeBSD (perhaps by using a tool such as Partition Magic) then you can press C to create a new slice. Again, you will be prompted for the size of slice you would like to create.
Fdisk Partition Using Entire Disk
When finished, press Q. Your changes will be saved in Sysinstall, but will not yet be written to disk. Install a Boot Manager You now have the option to install a boot manager. In general, you should choose to install the FreeBSD boot manager if: You have more than one drive, and have installed FreeBSD onto a drive other than the first one. You have installed FreeBSD alongside another operating system on the same disk, and you want to choose whether to start FreeBSD or the other operating system when you start the computer. Make your choice and press Enter.
Sysinstall Boot Manager Menu
The help screen, reached by pressing F1, discusses the problems that can be encountered when trying to share the hard disk between operating systems. Creating Slices on Another Drive If there is more than one drive, it will return to the Select Drives screen after the boot manager selection. If you wish to install FreeBSD on to more than one disk, then you can select another disk here and repeat the slice process using FDisk.
Exit Select Drive
The Tab key toggles between the last drive selected, &gui.ok;, and &gui.cancel;. Press the Tab once to toggle to the &gui.ok;, then press Enter to continue with the installation. Creating Partitions using <application>Disklabel</application> You must now create some partitions inside each slice that you have just created. Remember that each partition is lettered, from a through to h, and that partitions b, c, and d have conventional meanings that you should adhere to. Certain applications can benefit from particular partition schemes, especially if you are laying out partitions across more than one disk. However, for this, your first FreeBSD installation, you do not need to give too much thought to how you partition the disk. It is more important that you install FreeBSD and start learning how to use it. You can always re-install FreeBSD to change your partition scheme when you are more familiar with the operating system. This scheme features four partitions—one for swap space, and three for filesystems. Partition Layout for First Disk Partition Filesystem Size Description a / 100MB This is the root file system. Every other filesystem will be mounted somewhere under this one. 100MB is a reasonable size for this filesystem. You will not be storing too much data on it, as a regular FreeBSD install will put about 40MB of data here. The remaining space is for temporary data, and also leaves expansion space if future versions of FreeBSD need more space in /. b N/A 2-3 x RAM The system's swap space is kept on this partition. Choosing the right amount of swap space can be a bit of an art. A good rule of thumb is that your swap space should be two or three times as much as the available physical memory (RAM). So if you have You should also have at least 64MB of swap, so if you have less than 32MB of RAM in your computer then set the swap amount to 64MB. If you have more than one disk then you can put swap space on each disk. FreeBSD will then use each disk for swap, which effectively speeds up the act of swapping. In this case, calculate the total amount of swap you need (e.g., 128MB), and then divide this by the number of disks you have (e.g., two disks) to give the amount of swap you should put on each disk, in this example, 64MB of swap per disk. e /var 50MB The /var directory contains variable length files; log files, and other administrative files. Many of these files are read-from or written-to extensively during FreeBSD's day-to-day running. Putting these files on another filesystem allows FreeBSD to optimise the access of these files without affecting other files in other directories that do not have the same access pattern. f /usr Rest of disk All your other files will typically be stored in /usr, and its subdirectories.
If you will be installing FreeBSD on to more than one disk then you must also create partitions in the other slices that you configured. The easiest way to do this is to create two partitions on each disk, one for the swap space, and one for a filesystem. Partition Layout for Subsequent Disks Partition Filesystem Size Description b N/A See description As already discussed, you can split swap space across each disk. Even though the a partition is free, convention dictates that swap space stays on the b partition. e /diskn Rest of disk The rest of the disk is taken up with one big partition. This could easily be put on the a partition, instead of the e partition. However, convention says that the a partition on a slice is reserved for the filesystem that will be the root (/) filesystem. You do not have to follow this convention, but Sysinstall does, so following it yourself makes the installation slightly cleaner. You can choose to mount this filesystem anywhere; this example suggests that you mount them as directories /diskn, where n is a number that changes for each disk. But you can use another scheme if you prefer.
Having chosen your partition layout you can now create it using Sysinstall. You will see this message: Message Now, you need to create BSD partitions inside of the fdisk partition(s) just created. If you have a reasonable amount of disk space (200MB or more) and don't have any special requirements, simply use the (A)uto command to allocate space automatically. If you have more specific needs or just don't care for the layout chosen by (A)uto, press F1 for more information on manual layout. [ OK ] Press Enter to start the FreeBSD partition editor, called Disklabel. shows the display when you first start Disklabel. The display is divided in to three sections. The first few lines show the name of the disk you are currently working on, and the slice that contains the partitions you are creating (at this point Disklabel calls this the Partition name rather than slice name). This display also shows the amount of free space within the slice; that is, space that was set aside in the slice, but that has not yet been assigned to a partition. The middle of the display shows the partitions that have been created, the name of the filesystem that each partition contains, their size, and some options pertaining to the creation of the filesystem. The bottom third of the screen shows the keystrokes that are valid in Disklabel.
Sysinstall Disklabel Editor
Disklabel can automatically create partitions for you and assign them default sizes. Try this now, by Pressing A. You will see a display similar to that shown in . Depending on the size of the disk you are using the defaults may or may not be appropriate. This does not matter, as you do not have to accept the defaults. Beginning with FreeBSD 4.5, the default partitioning assigns the /tmp directory its own partition instead of being part of the / partition. This helps avoid filling the / partition with temporary files.
Sysinstall Disklabel Editor With Auto Defaults
To delete the suggested partitions, and replace them with your own, use the arrow keys to select the first partition, and press D to delete it. Repeat this to delete all the suggested partitions. To create the first partition (a, mounted as /), make sure the disk information at the top of the screen is selected, and press C. A dialog box will appear prompting you for the size of the new partition (as shown in ). You can enter the size as the number of disk blocks you want to use, or, more usefully, as a number followed by either M for megabytes, G for gigabytes, or C for cylinders.
Free Space For Root Partition
The default size shown will create a partition that takes up the rest of the slice. If you are using the partition sizes described earlier, then delete the existing figure using Backspace, and then type in 64M, as shown in . Then press &gui.ok;.
Edit Root Partition Size
Having chosen the partition's size you will then asked whether this partition will contain a filesystem or swap space. The dialog box is shown in . This first partition will contain a filesystem, so check that FS is selected and then press Enter.
Choose The Root Partition Type
Finally, because you are creating a filesystem, you must tell Disklabel where the filesystem is to be mounted. The dialog box is shown in . The root filesystem's mount point is /, so type /, and then press Enter.
Choose The Root Mount Point
The display will then update to show you the newly created partition. You should repeat this procedure for the other partitions. When you create the swap partition you will not be prompted for the filesystem mount point, as swap partitions are never mounted. When you create the final partition, /usr, you can leave the suggested size as is, to use the rest of the slice. Your final FreeBSD DiskLabel Editor screen will appear similar to , although your values chosen may be different. Press Q to finish.
Sysinstall Disklabel Editor
Choosing What To Install Select The Distribution Set Deciding which distribution set to install will depend largely on the intended use of the system and the amount of disk space available. The predefined options range from installing the smallest possible configuration to everything. Those who are new to Unix and/or FreeBSD should almost certainly select one of these canned options. Customizing a distribution set is typically for the more experienced user. Press F1 for more information on the distribution set options and what they contain. When finished reviewing the help, pressing Enter will return to the Select Distributions Menu. If a graphical user interface is desired then a distribution set that is preceded by an X should be chosen. The configuration of XFree86 and selection of a default desktop is part of the post-installation steps. The default XFree86 version installed is the 3.x branch. You should check to see whether your video card is supported at the XFree86 web site. If it is only supported under the 4.x branch, then you will need to install and configure XFree86 4.x after installation. Select a distribution without X and refer to for more information. If compiling a custom kernel is anticipated, select an option which includes the source code. For more information on why a custom kernel should be built or how to build a custom kernel see . Obviously, the most versatile system is one that includes everything. If there is adequate disk space, select All as shown in by using the arrow keys and press Enter. If there is a concern about disk space consider using an option that is more suitable for the situation. Other distributions can be added after installation.
Choose Distributions
Installing The Ports Collection After selecting the desired distribution, an opportunity to install the FreeBSD Ports Collection is presented. The ports collection is an easy and convenient way to install software. The ports collection does not contain the source code necessary to compile the software. It is a collection of files which automates the downloading, compiling and installation. discusses how to use the ports collection. The installation program does not check to see if you have adequate space. Select this option only if you have adequate hard disk space. User Confirmation Requested Would you like to install the FreeBSD ports collection? This will give you ready access to over &os.numports; ported software packages, at a cost of around 100MB of disk space when "clean" and possibly much more than that if a lot of the distribution tarballs are loaded (unless you have the extra CDs from a FreeBSD CD/DVD distribution available and can mount it on /cdrom, in which case this is far less of a problem). The ports collection is a very valuable resource and well worth having on your /usr partition, so it is advisable to say Yes to this option. For more information on the ports collection & the latest ports, visit: http://www.FreeBSD.org/ports [ Yes ] No Select [ Yes ] with the arrow keys to install the ports collection or [ No ] to skip this option. Press Enter to continue. The Choose Distributions menu will redisplay.
Confirm Distributions
If satisfied with the options, select Exit with the arrow keys, ensure that &gui.ok; is highlighted, and press Enter to continue. Choosing Your Installation Media If Installing from a CDROM, use the arrow keys to highlight Install from a FreeBSD CD/DVD. Ensure that &gui.ok; is highlighted, then press Enter to proceed with the installation. For other methods of installation, select the appropriate option and follow the instructions. Press F1 to display the Online Help for installation media. Press Enter to return to the media selection menu.
Choose Installation Media
FTP Installation Modes installation network FTP There are three FTP installation modes you can choose from: active FTP, passive FTP, or via a HTTP proxy. FTP Active, Install from an FTP server This option will make all FTP transfers use Active mode. This will not work through firewalls, but will often work with older FTP servers that do not support passive mode. If your connection hangs with passive mode (the default), try active! FTP Passive, Install from an FTP server through a firewall FTP Passive mode This option instructs FreeBSD to use Passive mode for all FTP operations. This allows the user to pass through firewalls that do not allow incoming connections on random port addresses. FTP via a HTTP proxy, Install from an FTP server through a http proxy FTP via a HTTP proxy This option instructs FreeBSD to use the HTTP protocol (like a web browser) to connect to a proxy for all FTP operations. The proxy will translate the requests and send them to the FTP server. This allows the user to pass through firewalls that do not allow FTP at all, but offer a HTTP proxy. In this case, you have to specify the proxy in addition to the FTP server. For a proxy FTP server, you should usually give the name of the server you really want as a part of the username, after an @ sign. The proxy server then fakes the real server. For example, assuming you want to install from ftp.FreeBSD.org, using the proxy FTP server foo.example.com, listening on port 1024. In this case, you go to the options menu, set the FTP username to ftp@ftp.FreeBSD.org, and the password to your email address. As your installation media, you specify FTP (or passive FTP, if the proxy supports it), and the URL ftp://foo.example.com:1234/pub/FreeBSD. Since /pub/FreeBSD from ftp.FreeBSD.org is proxied under foo.example.com, you are able to install from that machine (which will fetch the files from ftp.FreeBSD.org as your installation requests them). Committing to the Installation The installation can now proceed if desired. This is also the last chance for aborting the installation to prevent changes to the hard drive. User Confirmation Requested Last Chance! Are you SURE you want to continue the installation? If you're running this on a disk with data you wish to save then WE STRONGLY ENCOURAGE YOU TO MAKE PROPER BACKUPS before proceeding! We can take no responsibility for lost disk contents! [ Yes ] No Select [ Yes ] and press Enter to proceed. The installation time will vary according to the distribution chosen, installation media used, and the speed of the computer. There will be a series of messages displayed indicating the status. The installation is complete when the following message is displayed: Message Congratulations! You now have FreeBSD installed on your system. We will now move on to the final configuration questions. For any option you do not wish to configure, simply select No. If you wish to re-enter this utility after the system is up, you may do so by typing: /stand/sysinstall . [ OK ] [ Press enter to continue ] Press Enter to proceed with post-installation configurations. Selecting [ No ] and pressing Enter will abort the installation so no changes will be made to your system. The following message will appear: Message Installation complete with some errors. You may wish to scroll through the debugging messages on VTY1 with the scroll-lock feature. You can also choose "No" at the next prompt and go back into the installation menus to try and retry whichever operations have failed. [ OK ] This message is generated because nothing was installed. Pressing Enter will return to the Main Installation Menu to exit the installation. Post-installation Configuration of various options follows the successful installation. An option can be configured by re-entering the configuration options before booting the new FreeBSD system or after installation using /stand/sysinstall and selecting Configure. Network Device Configuration If you previously configured PPP for an FTP install, this screen will not display and can be configured later as described above. For detailed information on Local Area Networks and configuring FreeBSD as a gateway/router refer to the tutorial PPP - Pedantic PPP Primer. User Confirmation Requested Would you like to configure Ethernet or SLIP/PPP network devices? [ Yes ] No To configure a network device, select [ Yes ] and press Enter. Otherwise, select [ No ] to continue.
Selecting An Ethernet Device
Select the interface to be configured with the arrow keys and press Enter. User Confirmation Requested Do you want to try IPv6 configuration of the interface? Yes [ No ] In this private local area network the current Internet type protocol (IPv4) was sufficient and [ No ] was selected with the arrow keys and Enter pressed. If you want to try the new Internet protocol (IPv6), choose [ Yes ] and press Enter. It will take several seconds to scan for RA servers. User Confirmation Requested Do you want to try DHCP configuration of the interface? Yes [ No ] If DHCP (Dynamic Host Configuration Protocol) is not required select [ No ] with the arrow keys and press Enter. Selecting [ Yes ] will execute dhclient, and if successful, will fill in the network configuration information automatically. Refer to for more information. The following Network Configuration screen shows the configuration of the Ethernet device for a system that will act as the gateway for a Local Area Network.
Set Network Configuration For ed0
Use Tab to select the information fields and fill in appropriate information: Host The fully-qualified hostname, e.g. k6-2.example.com in this case. Domain The name of the domain that your machine is in, e.g. example.com for this case. IPv4 Gateway IP address of host forwarding packets to non-local destinations. Fill this in only if the machine is a node on the network. Leave this field blank if the machine is the gateway to the Internet for the network. Name server IP address of your local DNS server. There is no local DNS server on this private local area network so the IP address of the provider's DNS server (208.163.10.2) was used. IPv4 address The IP address to be used for this interface was (192.168.0.1). Netmask The address block being used for this local area network is a Class C block (192.168.0.0 - 192.168.255.255). The default netmask is for a Class C network (255.255.255.0). Extra options to ifconfig Any interface-specific options to ifconfig you would like to add. There were none in this case. Use Tab to select &gui.ok; when finished and press Enter. User Confirmation Requested Would you like to Bring Up the ed0 interface right now? [ Yes ] No Choosing [ Yes ] and pressing Enter will bring the machine up on the network and be ready for use after leaving leaving the installation. Configure Gateway User Confirmation Requested Do you want this machine to function as a network gateway? [ Yes ] No If the machine will be acting as the gateway for a local area network and forwarding packets between other machines then select [ Yes ] and press Enter. If the machine is a node on a network then select [ No ] and press Enter to continue. Configure Internet Services User Confirmation Requested Do you want to configure inetd and the network services that it provides? Yes [ No ] If [ No ] is selected, various services such telnetd will not be enabled. This means that remote users will not be able to telnet into this machine. Local users will be still be able to access remote machines with telnet. These services can be enabled after installation by editing /etc/inetd.conf with your favorite text editor. See for more information. Select [ Yes ] if you wish to configure these services during install. An additional confirmation will display. User Confirmation Requested The Internet Super Server (inetd) allows a number of simple Internet services to be enabled, including finger, ftp and telnetd. Enabling these services may increase risk of security problems by increasing the exposure of your system. With this in mind, do you wish to enable inetd? [ Yes ] No Select [ Yes ] to continue. User Confirmation Requested inetd(8) relies on its configuration file, /etc/inetd.conf, to determine which of its Internet services will be available. The default FreeBSD inetd.conf(5) leaves all services disabled by default, so they must be specifically enabled in the configuration file before they will function, even once inetd(8) is enabled. Note that services for IPv6 must be seperately enabled from IPv4 services. Select [Yes] now to invoke an editor on /etc/inetd.conf, or [No] to use the current settings. [ Yes ] No Selecting [ Yes ] will allow adding services by deleting the # at the beginning of a line.
Editing <filename>inetd.conf</filename>
After adding the desired services, pressing Esc will display a menu which will allow exiting and saving the changes. Anonymous FTP User Confirmation Requested Do you want to have anonymous FTP access to this machine? Yes [ No ] Deny Anonymous FTP Selecting the default [ No ] and pressing Enter will still allow users who have accounts with passwords to use FTP to access the machine. Allow Anonymous FTP Anyone can access your machine if you elect to allow anonymous FTP connections. The security implications should be considered before enabling this option. For more information about security see . To allow anonymous FTP, use the arrow keys to select [ Yes ] and press Enter. The following screens (or similar) will display:
Default Anonymous FTP Configuration
Pressing F1 will display the help: This screen allows you to configure the anonymous FTP user. The following configuration values are editable: UID: The user ID you wish to assign to the anonymous FTP user. All files uploaded will be owned by this ID. Group: Which group you wish the anonymous FTP user to be in. Comment: String describing this user in /etc/passwd FTP Root Directory: Where files available for anonymous FTP will be kept. Upload subdirectory: Where files uploaded by anonymous FTP users will go. The ftp root directory will be put in /var by default. If you do not have enough room there for the anticipated FTP needs, the /usr directory could be used by setting the FTP Root Directory to /usr/ftp. When you are satisfied with the values, press Enter to continue. User Confirmation Requested Create a welcome message file for anonymous FTP users? [ Yes ] No If you select [ Yes ] and press Enter, an editor will automatically start allowing you to edit the message.
Edit The FTP Welcome Message
This is a text editor called ee. Use the instructions to change the message or change the message later using a text editor of your choice. Note the file name/location at the bottom. Press Esc and a pop-up menu will default to a) leave editor. Press Enter to exit and continue. Configure Network File Services Network File Services (NFS) allows sharing of files across a network. A machine can be configured as a server, a client, or both. Refer to for a more information. NFS Server User Confirmation Requested Do you want to configure this machine as an NFS server? Yes [ No ] If there is no need for a Network File System server or client, select [ No ] and press Enter. If [ Yes ] is chosen, a message will pop-up indicating that the exports file must be created. Message Operating as an NFS server means that you must first configure an /etc/exports file to indicate which hosts are allowed certain kinds of access to your local file systems. Press [Enter] now to invoke an editor on /etc/exports [ OK ] Press Enter to continue. A text editor will start allowing the exports file to be created and edited.
Editing the Exports File
Use the instructions to add the actual exported filesystems now or later using a text editor of your choice. Note the filename/location at the bottom of the editor screen. Press Esc and a pop-up menu will default to a) leave editor. Press Enter to exit and continue. NFS Client User Confirmation Requested Do you want to configure this machine as an NFS client? Yes [ No ] With the arrow keys, select [ Yes ] or [ No ] as appropriate and press Enter. Security Profile A security profile is a set of configuration options that attempts to achieve the desired ratio of security to convenience by enabling and disabling certain programs and other settings. The more severe the security profile, the fewer programs will be enabled by default. This is one of the basic principles of security: do not run anything except what you must. Please note that the security profile is just a default setting. All programs can be enabled and disabled after you have installed FreeBSD by editing or adding the appropriate line(s) to /etc/rc.conf. For more information, please see the &man.rc.conf.5; manual page. The following table describes what each of the security profiles does. The columns are the choices you have for a security profile, and the rows are the program or feature that the profile enables or disables. Possible security profiles Extreme Moderate &man.sendmail.8; NO YES &man.sshd.8; NO YES &man.portmap.8; NO MAYBE The portmapper is enabled if the machine has been configured as an NFS client or server earlier in the installation. NFS server NO YES &man.securelevel.8; YES (2) If you choose a security profile that sets the securelevel (Extreme or High), you must be aware of the implications. Please read the &man.init.8; manual page and pay particular attention to the meanings of the security levels, or you may have significant trouble later! NO
User Confirmation Requested Do you want to select a default security profile for this host (select No for "medium" security)? [ Yes ] No Selecting [ No ] and pressing Enter will set the security profile to medium. Selecting [ Yes ] and pressing Enter will allow selecting a different security profile.
Security Profile Options
Press F1 to display the help. Press Enter to return to selection menu. Use the arrow keys to choose Medium unless your are sure that another level is required for your needs. With &gui.ok; highlighted, press Enter. An appropriate confirmation message will display depending on which security setting was chosen. Message Moderate security settings have been selected. Sendmail and SSHd have been enabled, securelevels are disabled, and NFS server setting have been left intact. PLEASE NOTE that this still does not save you from having to properly secure your system in other ways or exercise due diligence in your administration, this simply picks a standard set of out-of-box defaults to start with. To change any of these settings later, edit /etc/rc.conf [OK] Message Extreme security settings have been selected. Sendmail, SSHd, and NFS services have been disabled, and securelevels have been enabled. PLEASE NOTE that this still does not save you from having to properly secure your system in other ways or exercise due diligence in your administration, this simply picks a more secure set of out-of-box defaults to start with. To change any of these settings later, edit /etc/rc.conf [OK] Press Enter to continue with the post-installation configuration. The security profile is not a silver bullet! Even if you use the extreme setting, you need to keep up with security issues by reading an appropriate mailing list, using good passwords and passphrases, and generally adhering to good security practices. It simply sets up the desired security to convenience ratio out of the box. System Console Settings There are several options available to customize the system console. User Confirmation Requested Would you like to customize your system console settings? [ Yes ] No To view and configure the options, select [ Yes ] and press Enter.
System Console Configuration Options
A commonly used option is the screensaver. Use the arrow keys to select Saver and then press Enter.
Screensaver Options
Select the desired screen saver using the arrow keys and then press Enter. The System Console Configuration menu will redisplay. The default time interval is 300 seconds. To change the time interval, select Saver again. At the Screensaver Options menu, select Timeout using the arrow keys and press Enter. A pop-up menu will appear:
Screensaver Timeout
The value can be changed, then select &gui.ok; and press Enter to return to the System Console Configuration menu.
System Console Configuration Exit
Selecting Exit and pressing Enter will continue with the post-installation configurations. Setting The Time Zone Setting the timezone for your machine will allow it to automatically correct for any regional time changes and perform other timezone related functions properly. The example shown is for a machine located in the Eastern time zone of the United States. Your selections will vary according to your geographical location. User Confirmation Requested Would you like to set this machine's time zone now? [ Yes ] No Select [ Yes ] and press Enter to set the time zone. User Confirmation Requested Is this machine's CMOS clock set to UTC? If it is set to local time or you don't know, please choose NO here! Yes [ No ] Select [ Yes ] or [ No ] according to how the machine's clock is configured and press Enter.
Select Your Region
The appropriate region is selected using the arrow keys and then press Enter.
Select Your Country
Select the appropriate country using the arrow keys and press Enter.
Select Your Timezone
The appropriate time zone is selected using the arrow keys and pressing Enter. Confirmation Does the abbreviation 'EDT' look reasonable? [ Yes ] No Confirm the abbreviation for the time zone is correct. If it looks okay, press Enter to continue with the post-installation configuration. Linux Compatibility User Confirmation Requested Would you like to enable Linux binary compatibility? [ Yes ] No Selecting [ Yes ] and pressing Enter will allow running Linux software on FreeBSD. The install will proceed to add the appropriate packages for Linux compatibility. If installing by FTP, the machine will need to be connected to the Internet. Sometimes a remote ftp site will not have all the distributions like the Linux binary compatibility. This can be installed later if necessary. Mouse Settings This option will allow you to cut and paste text in the console and user programs with a 3-button mouse. If using a 2-button mouse, refer to manual page, &man.moused.8;, after installation for details on emulating the 3-button style. This example depicts a non-USB mouse. User Confirmation Requested Does this system have a non-USB mouse attached to it? [ Yes ] No Select [ Yes ] for a non-USB mouse or [ No ] for a USB mouse and press Enter.
Select Mouse Protocol Type
Use the arrow keys to select Type and press Enter
Set Mouse Protocol
The mouse used in this example is a PS/2 type, so the default Auto was appropriate. To change protocol, use the arrow keys to select another option. Ensure that &gui.ok; is highlighted and press Enter to exit this menu.
Configure Mouse Port
Use the arrow keys to select Port and press Enter.
Setting The Mouse Port
This system had a PS/2 mouse, so the default PS/2 was appropriate. To change the port, use the arrow keys and then press Enter.
Enable The Mouse Daemon
Last, the mouse daemon is enabled and tested.
Test The Mouse Daemon
The cursor moved around the screen so the mouse daemon is running: Select [ Yes ] to return to the previous menu then select Exit with the arrow keys and press Enter to return to continue with the post-installation configuration. Configure X-Server In order to use a graphical user interface such as KDE, GNOME, or others, the X server will need to be configured. To see whether your video card is supported, check the XFree86 web site. If your video card is only supported under XFree86 4.x, refer to for installation and configuration. User Confirmation Requested Would you like to configure your X server at this time? [ Yes ] No It is necessary to know your monitor specifications and video card information. Equipment damage can occur if settings are incorrect. If you do not have this information, select [ No ] and perform the configuration after installation when you have the information using /stand/sysinstall, selecting Configure and then XFree86. If you have graphics card and monitor information, select [ Yes ] and press Enter to proceed with configuring the X server.
Select Configuration Method Menu
There are several ways to configure the X server. XF86Setup is fully graphical and probably the easiest. Use the arrow keys to select the XF86Setup and press Enter. Message You have configured and been running the mouse daemon. Choose "/dev/sysmouse" as the mouse port and "SysMouse" or "MouseSystems" as the mouse protocol in the X configuration utility. [ OK ] [ Press enter to continue ] This indicates that the mouse daemon previously configured has been detected. Press Enter to continue. Press [Enter] to switch to graphics mode. This may take a while... [ OK ] Press Enter to switch to the graphics mode and continue. It will not try to switch to the graphics mode until Enter is pressed. The screen will go black and then shortly a screen with a large X in the center will appear. Be patient and wait. After a few more moments, the XF86Setup introduction will display. Read all instructions carefully. Press Enter to continue. <application>XF86Setup</application> Overview There are several areas of configuration to be completed. The configuration choices you make will depend on the hardware in the system so only a general overview can be given here. Along the top of the configuration tool there are buttons indicating the areas to be configured. You should be able to use the mouse if it was previously configured and select each item by clicking on it. Review each area and make appropriate selections for your system. <guimenuitem>Mouse</guimenuitem> The mouse is the first item to be configured. If you previously configured your mouse, the mouse daemon will already be running and should indicate SysMouse automatically for the mouse protocol. If you are use a two button mouse, you should also select Emulate3Buttons. There are other settings that can be tweaked if necessary. After completing your selections, click on the Apply and check the mouse actions are working properly. If further adjustment is needed, make them and recheck the operation by clicking on Apply again. When finished, move on to the next item. <guimenuitem>Keyboard</guimenuitem> Select the appropriate keyboard model. The default keyboard is Generic 101-key PC. Select the language layout for your keyboard. The default layout is U.S. English. If you are not using a U.S. keyboard, you may need to additionally select a variant. There are other options under Group Shift/Lock behavior and Control Key Position that can be selected if desired. Generally the default settings are fine. After completing the keyboard configuration, click on Apply and move on to the next item. <guimenuitem>Card</guimenuitem> Click on Read README file for additional help in configuring your video card. Select the appropriate video card from the list using the scrollbar. Clicking on your card will show as Card selected: above the list box. Next, the Detailed Setup was selected just to check details. Typically, if your video card was in the list, no changes will be needed here. When finished, move on to the next item. <guimenuitem>Monitor</guimenuitem> There are two ways to proceed. One method requires that you enter the horizontal and vertical sweep capabilities of your monitor in the text boxes. Choosing one of the monitor options listed that the monitor is the other method. After selecting a listed option, the horizontal and vertical sweep rates that will be used will display. Compare those to your monitor specifications. The monitor must be capable of using those ranges. Do not exceed the ratings of your monitor. Damage could occur. If you have doubts select ABORT and get the information. The remainder of the installation process will be unaffected and configuring the X-Server can be done later using /stand/sysinstall. When finished, move on to the next item. <guimenuitem>Mode</guimenuitem> Select the video mode(s) that you want to use. You can select more than one option. Typically, useful ranges are 640x480, 800x600, and 1024x768 but those are a function of video card capability, monitor size, and eye comfort. Next, select the default color depth you want to use. Your choices are 8bpp, 16bpp, 24bpp, and 32bpp. Select the highest color depth that your video card will support. When finished, move on to the next item. <guimenuitem>Other</guimenuitem> The default settings are reasonable values, so you probably will not need to change anything here. The default setting which allows the server to be killed with the hotkey sequence CtrlAlt Backspace should be left on. This can be executed if something is wrong with the server settings and prevent hardware damage. The default setting that allows video mode switching will permit changing of the mode while running X with the hotkey sequence Alt+ or Alt- . Testing the Server Verify all the settings once again and select Done and the following message will display: If you've finished configuring everything press the Okay button to start the X server using the configuration you've selected. If you still wish to configure some things, press one of the buttons at the top and then press "Done" again, when you've finished. After selecting Okay, some messages will briefly appear advising to wait and attempting to start the X-server. This process takes a few moments, so be patient. The screen will go blank for a short period of time and then a screen will appear with the message Congratulations, you've got a running server! If nothing appears or the display is distorted, kill the X-server using Ctrl Alt Backspace and adjust the settings or revisit them after installation. Running <command>xvidtune</command> The display can be adjusted for height, width, or centering by using xvidtune. There are warnings that improper settings can damage your equipment. Heed them. If in doubt, do not do it. Instead, use the monitor controls to adjust the display for x-windows. There may be some display differences when switching back to text mode, but it is better than damaging equipment. xvidtune can be ran later using /stand/sysinstall. Read the &man.xvidtune.1; man page before making any adjustments. Saving Configuration When you are satisfied, the configuration can now be saved. Select Save the configuration and Exit The configuration file will be saved to /etc/XF86Config. Once the configuration is done, the installation program will need to create a link to the server: Do you want to create an 'X' link to the SVGA server? (the link will be created in the directory: /usr/X11R6/bin) Okay? [ Yes ] No Select [ Yes ] and press Enter to create the link. Link created successfully. [ OK ] Press Enter to continue configuration. Select Default X Desktop There are a variety of window managers available. They range from very basic environments to full desktop environments with a large suite of software. Some require only minimal disk space and low memory while others with more features require much more. The best way to determine which is most suitable for you is to try a few different ones. Those are available from the ports collection or as packages and can be added after installation. You can select one of the popular desktops to be installed and configured as the default desktop. This will allow you to start it right after installation.
Select Default Desktop
Use the arrow keys to select a desktop and press Enter. Installation of the selected desktop will proceed. Install Packages The packages are pre-compiled binaries and are a convenient way to install software. Installation of one package is shown for purposes of illustration. Additional packages can also be added at this time if desired. After installation /stand/sysinstall can be used to add additional packages. User Confirmation Requested The FreeBSD package collection is a collection of hundreds of ready-to-run applications, from text editors to games to WEB servers and more. Would you like to browse the collection now? [ Yes ] No Selecting [ Yes ] and pressing Enter will be followed by the Package Selection screens:
Select Package Category
All packages available will be displayed if All is selected or you can select a particular category. Highlight your selection with the arrow keys and press Enter. A menu will display showing all the packages available for the selection made.
Select Packages
The bash shell is shown selected. Select as many as desired by highlighting the package and pressing the Space. A short description of each package will appear in the lower left corner of the screen. Pressing the Tab key will toggle between the last selected package, &gui.ok;, and &gui.cancel;. When you have finished marking the packages for installation, press Tab once to toggle to the &gui.ok; and press Enter to return to the Package Selection menu. The left and right arrow keys will also toggle between &gui.ok; and &gui.cancel;. This method can also be used to select &gui.ok; and press Enter to return to the Package Selection menu.
Install Packages
Use the arrow keys to select [ Install ] and press Enter. You will then need to confirm that you want to install the packages.
Confirm Package Installation
Selecting &gui.ok; and pressing Enter will start the package installation. Installing messages will appear until completed. Make note if there are any error messages. The final configuration continues after packages are installed. Add User/Groups You should add at least one user during the installation so that you can use the system without being logged in as root. The root partition is generally small and running applications as root can quickly fill it. A bigger danger is noted below: User Confirmation Requested Would you like to add any initial user accounts to the system? Adding at least one account for yourself at this stage is suggested since working as the "root" user is dangerous (it is easy to do things which adversely affect the entire system). [ Yes ] No Select [ Yes ] and press Enter to continue with adding a user.
Select Add User
Select Add User with the arrow keys and press Enter.
Add User Information
The following descriptions will appear in the lower part of the screen as the items are selected with Tab to assist with entering the required information. Login ID The login name of the new user (mandatory) UID The numerical ID for this user (leave blank for automatic choice) Group The login group name for this user (leave blank for automatic choice) Password The password for this user (enter this field with care!) Full name The user's full name (comment) Member groups The groups this user belongs to (i.e. gets access rights for) Home directory The user's home directory (leave blank for default) Login shell The user's login shell (leave blank for default). (/bin/sh) The login shell was changed from /bin/sh to /usr/local/bin/bash to use the bash shell that was previously installed as a package. Do not try to use a shell that does not exist or you will not be able to login. The user was also added to the group wheel to be able to become a superuser with root privileges. When you are satisfied, press &gui.ok; and the User and Group Management menu will redisplay.
Exit User and Group Management
Groups could also be added at this time if specific needs are known. Otherwise, this may be accessed through using /stand/sysinstall after installation is completed. When you are finished adding users, select Exit with the arrow keys and press Enter to continue the installation. Set <username>root</username> Password Message Now you must set the system manager's password. This is the password you'll use to log in as "root". [ OK ] [ Press enter to continue ] Press Enter to set the root password. The password will need to be typed in twice correctly. Needless to say, make sure you have a way of finding the password if you forget. Changing local password for root. New password : Retype new password : The installation will continue after the password is successfully entered. Exiting Install If you need to configure additional network devices or to do any other configurations, you can do it at this point or after installation with /stand/sysinstall. User Confirmation Requested Visit the general configuration menu for a chance to set any last options? Yes [ No ] Selecting [ No ] with the arrow keys and pressing Enter returns to the Main Installation Menu
Exit Install
Select [X Exit Install] with the arrow keys and press Enter. You will be asked to confirm exiting the installation: User Confirmation Requested Are you sure you wish to exit? The system will reboot (be sure to remove any floppies from the drives). [ Yes ] No Select [ Yes ] and remove floppy if booting from floppy. The CDROM drive is locked until the machine starts to reboot. The CDROM drive is then unlocked and can be removed from drive (quickly). The system will reboot so watch for any error messages that may appear. FreeBSD Bootup FreeBSD Bootup on the i386 If everything went well, you will see messages scroll off the screen and you will arrive at a login prompt. You can view the content of the messages by pressing Scroll-Lock and using PgUp and PgDn. Pressing Scroll-Lock again will return to the prompt. The entire message may not display (buffer limitation) but it can be viewed from the command line after logging in by typing dmesg at the prompt. Login using the username/password you set during installation (rpratt, in this example). Avoid logging in as root except when necessary. Typical boot messages: Copyright (c) 1992-2002 The FreeBSD Project. Copyright (c) 1979, 1980, 1983, 1986, 1988, 1989, 1991, 1992, 1993, 1994 The Regents of the University of California. All rights reserved. FreeBSD 4.5-RC2 #0: Thu Jan 17 21:24:52 GMT 2002 murray@builder.freebsdmall.com:/usr/src/sys/compile/GENERIC Timecounter "i8254" frequency 1193182 Hz CPU: AMD-K6(tm) 3D processor (300.68-MHz 586-class CPU) Origin = "AuthenticAMD" Id = 0x580 Stepping = 0 Features=0x8001bf<FPU,VME,DE,PSE,TSC,MSR,MCE,CX8,MMX> AMD Features=0x80000800<SYSCALL,3DNow!> real memory = 268435456 (262144K bytes) config> di sn0 config> di lnc0 config> di le0 config> di ie0 config> di fe0 config> di cs0 config> di bt0 config> di aic0 config> di aha0 config> di adv0 config> q avail memory = 256311296 (250304K bytes) Preloaded elf kernel "kernel" at 0xc0491000. Preloaded userconfig_script "/boot/kernel.conf" at 0xc049109c. md0: Malloc disk Using $PIR table, 4 entries at 0xc00fde60 npx0: <math processor> on motherboard npx0: INT 16 interface pcib0: <Host to PCI bridge> on motherboard pci0: <PCI bus> on pcib0 pcib1: <VIA 82C598MVP (Apollo MVP3) PCI-PCI (AGP) bridge> at device 1.0 on pci0 pci1: <PCI bus> on pcib1 pci1: <Matrox MGA G200 AGP graphics accelerator> at 0.0 irq 11 isab0: <VIA 82C586 PCI-ISA bridge> at device 7.0 on pci0 isa0: <ISA bus> on isab0 atapci0: <VIA 82C586 ATA33 controller> port 0xe000-0xe00f at device 7.1 on pci0 ata0: at 0x1f0 irq 14 on atapci0 ata1: at 0x170 irq 15 on atapci0 uhci0: <VIA 83C572 USB controller> port 0xe400-0xe41f irq 10 at device 7.2 on pci0 usb0: <VIA 83C572 USB controller> on uhci0 usb0: USB revision 1.0 uhub0: VIA UHCI root hub, class 9/0, rev 1.00/1.00, addr 1 uhub0: 2 ports with 2 removable, self powered chip1: <VIA 82C586B ACPI interface> at device 7.3 on pci0 ed0: <NE2000 PCI Ethernet (RealTek 8029)> port 0xe800-0xe81f irq 9 at device 10.0 on pci0 ed0: address 52:54:05:de:73:1b, type NE2000 (16 bit) isa0: too many dependant configs (8) isa0: unexpected small tag 14 fdc0: <NEC 72065B or clone> at port 0x3f0-0x3f5,0x3f7 irq 6 drq 2 on isa0 fdc0: FIFO enabled, 8 bytes threshold fd0: <1440-KB 3.5" drive> on fdc0 drive 0 atkbdc0: <keyboard controller (i8042)> at port 0x60-0x64 on isa0 atkbd0: <AT Keyboard> flags 0x1 irq 1 on atkbdc0 kbd0 at atkbd0 psm0: <PS/2 Mouse> irq 12 on atkbdc0 psm0: model Generic PS/2 mouse, device ID 0 vga0: <Generic ISA VGA> at port 0x3c0-0x3df iomem 0xa0000-0xbffff on isa0 sc0: <System console> at flags 0x1 on isa0 sc0: VGA <16 virtual consoles, flags=0x300> sio0 at port 0x3f8-0x3ff irq 4 flags 0x10 on isa0 sio0: type 16550A sio1 at port 0x2f8-0x2ff irq 3 on isa0 sio1: type 16550A ppc0: <Parallel port> at port 0x378-0x37f irq 7 on isa0 ppc0: SMC-like chipset (ECP/EPP/PS2/NIBBLE) in COMPATIBLE mode ppc0: FIFO with 16/16/15 bytes threshold ppbus0: IEEE1284 device found /NIBBLE Probing for PnP devices on ppbus0: plip0: <PLIP network interface> on ppbus0 lpt0: <Printer> on ppbus0 lpt0: Interrupt-driven port ppi0: <Parallel I/O> on ppbus0 ad0: 8063MB <IBM-DHEA-38451> [16383/16/63] at ata0-master using UDMA33 ad2: 8063MB <IBM-DHEA-38451> [16383/16/63] at ata1-master using UDMA33 acd0: CDROM <DELTA OTC-H101/ST3 F/W by OIPD> at ata0-slave using PIO4 Mounting root from ufs:/dev/ad0s1a swapon: adding /dev/ad0s1b as swap device Automatic boot in progress... /dev/ad0s1a: FILESYSTEM CLEAN; SKIPPING CHECKS /dev/ad0s1a: clean, 48752 free (552 frags, 6025 blocks, 0.9% fragmentation) /dev/ad0s1f: FILESYSTEM CLEAN; SKIPPING CHECKS /dev/ad0s1f: clean, 128997 free (21 frags, 16122 blocks, 0.0% fragmentation) /dev/ad0s1g: FILESYSTEM CLEAN; SKIPPING CHECKS /dev/ad0s1g: clean, 3036299 free (43175 frags, 374073 blocks, 1.3% fragmentation) /dev/ad0s1e: filesystem CLEAN; SKIPPING CHECKS /dev/ad0s1e: clean, 128193 free (17 frags, 16022 blocks, 0.0% fragmentation) Doing initial network setup: hostname. ed0: flags=8843<UP,BROADCAST,RUNNING,SIMPLEX,MULTICAST> mtu 1500 inet 192.168.0.1 netmask 0xffffff00 broadcast 192.168.0.255 inet6 fe80::5054::5ff::fede:731b%ed0 prefixlen 64 tentative scopeid 0x1 ether 52:54:05:de:73:1b lo0: flags=8049<UP,LOOPBACK,RUNNING,MULTICAST> mtu 16384 inet6 fe80::1%lo0 prefixlen 64 scopeid 0x8 inet6 ::1 prefixlen 128 inet 127.0.0.1 netmask 0xff000000 Additional routing options: IP gateway=YES TCP keepalive=YES routing daemons:. additional daemons: syslogd. Doing additional network setup:. Starting final network daemons: creating ssh RSA host key Generating public/private rsa1 key pair. Your identification has been saved in /etc/ssh/ssh_host_key. Your public key has been saved in /etc/ssh/ssh_host_key.pub. The key fingerprint is: cd:76:89:16:69:0e:d0:6e:f8:66:d0:07:26:3c:7e:2d root@k6-2.example.com creating ssh DSA host key Generating public/private dsa key pair. Your identification has been saved in /etc/ssh/ssh_host_dsa_key. Your public key has been saved in /etc/ssh/ssh_host_dsa_key.pub. The key fingerprint is: f9:a1:a9:47:c4:ad:f9:8d:52:b8:b8:ff:8c:ad:2d:e6 root@k6-2.example.com. setting ELF ldconfig path: /usr/lib /usr/lib/compat /usr/X11R6/lib /usr/local/lib a.out ldconfig path: /usr/lib/aout /usr/lib/compat/aout /usr/X11R6/lib/aout starting standard daemons: inetd cron sshd usbd sendmail. Initial rc.i386 initialization:. rc.i386 configuring syscons: blank_time screensaver moused. Additional ABI support: linux. Local package initilization:. Additional TCP options:. FreeBSD/i386 (k6-2.example.com) (ttyv0) login: rpratt Password: Generating the RSA and DSA keys may take some time on slower machines. This happens only on the initial boot-up of a new installation. Subsequent boots will be faster. If the X server has been configured and a Default Desktop chosen, it can be started by typing startx at the command line. Bootup of FreeBSD on the Alpha Alpha Once the install procedure has finished, you will be able to start FreeBSD by typing something like this to the SRM prompt: >>>BOOT DKC0 This instructs the firmware to boot the specified disk. To make FreeBSD boot automatically in the future, use these commands: >>> SET BOOT_OSFLAGS A >>> SET BOOT_FILE '' >>> SET BOOTDEF_DEV DKC0 >>> SET AUTO_ACTION BOOT The boot messages will be similar (but not identical) to those produced by FreeBSD booting on the i386. FreeBSD Shutdown It is important to properly shutdown the operating system. Do not just turn off power. First, become a superuser by typing su at the command line and entering the root password. This will work only if the user is a member of the group wheel. Otherwise, login as root and use shutdown -h now. The operating system has halted. Please press any key to reboot. It is safe to turn off the power after the shutdown command has been issued and the message Please press any key to reboot appears. If any key is pressed instead of turning off the power switch, the system will reboot. You could also use the CTRL+ALT+DEL key combination to reboot the system, however this is not recommended during normal operation. Supported Hardware hardware FreeBSD currently runs on a wide variety of ISA, VLB, EISA, and PCI bus-based PCs with Intel, AMD, Cyrix, or NexGen x86 processors, as well as a number of machines based on the Compaq Alpha processor. Support for generic IDE or ESDI drive configurations, various SCSI controllers, PCMCIA cards, USB devices, and network and serial cards is also provided. FreeBSD also supports IBM's microchannel (MCA) bus. A list of supported hardware is provided with each FreeBSD release in the FreeBSD Hardware Notes. This document can usually be found in a file named HARDWARE.TXT, in the top-level directory of a CDROM or FTP distribution or in sysinstall's documentation menu. It lists, for a given architecture, what hardware devices are known to be supported by each release of FreeBSD. Troubleshooting installation troubleshooting The following section covers basic installation troubleshooting, such as common problems people have reported. There are also a few questions and answers for people wishing to dual-boot FreeBSD with MS-DOS. What to Do If Something Goes Wrong... Due to various limitations of the PC architecture, it is impossible for probing to be 100% reliable, however, there are a few things you can do if it fails. Check the Hardware Notes document for your version of FreeBSD to make sure your hardware is supported. If your hardware is supported and you still experience lock-ups or other problems, reset your computer, and when the visual kernel configuration option is given, choose it. This will allow you to go through your hardware and supply information to the system about it. The kernel on the boot disks is configured assuming that most hardware devices are in their factory default configuration in terms of IRQs, IO addresses, and DMA channels. If your hardware has been reconfigured, you will most likely need to use the configuration editor to tell FreeBSD where to find things. It is also possible that a probe for a device not present will cause a later probe for another device that is present to fail. In that case, the probes for the conflicting driver(s) should be disabled. Some installation problems can be avoided or alleviated by by updating the firmware on various hardware components, most notably the motherboard. The motherboard firmware may also be referred to as BIOS and most of the motherboard or computer manufactures have a website where the upgrades and upgrade information may be located. Most manufacturers strongly advise against upgrading the motherboard BIOS unless there is a good reason for doing so, which could possibly be a critical update of sorts. The upgrade process can go wrong, causing permanent damage to the BIOS chip. Do not disable any drivers you will need during the installation, such as your screen (sc0). If the installation wedges or fails mysteriously after leaving the configuration editor, you have probably removed or changed something you should not have. Reboot and try again. In configuration mode, you can: List the device drivers installed in the kernel. Change device drivers for hardware that is not present in your system. Change IRQs, DRQs, and IO port addresses used by a device driver. After adjusting the kernel to match your hardware configuration, type Q to boot with the new settings. Once the installation has completed, any changes you made in the configuration mode will be permanent so you do not have to reconfigure every time you boot. It is still highly likely that you will eventually want to build a custom kernel. MS-DOS User's Questions and Answers DOS Many users wish to install FreeBSD on PCs inhabited by MS-DOS. Here are some commonly asked questions about installing FreeBSD on such systems. Help, I have no space! Do I need to delete everything first? If your machine is already running MS-DOS and has little or no free space available for the FreeBSD installation, all hope is not lost! You may find the FIPS utility, provided in the tools directory on the FreeBSD CDROM or various FreeBSD FTP sites to be quite useful. FIPS FIPS allows you to split an existing MS-DOS partition into two pieces, preserving the original partition and allowing you to install onto the second free piece. You first defragment your MS-DOS partition using the Windows DEFRAG utility (go into Explorer, right-click on the hard drive, and choose to defrag your hard drive), or Norton Disk Tools. You then must run FIPS. It will prompt you for the rest of the information it needs. Afterwards, you can reboot and install FreeBSD on the new free slice. See the Distributions menu for an estimate of how much free space you will need for the kind of installation you want. Partition Magic There is also a very useful product from PowerQuest called Partition Magic. This application has far more functionality than FIPS, and is highly recommended if you plan to often add/remove operating systems (like me). However, it does cost money, and if you plan to install FreeBSD once and then leave it there, FIPS will probably be fine for you. Can I use compressed MS-DOS filesystems from FreeBSD? No. If you are using a utility such as Stacker or DoubleSpace, FreeBSD will only be able to use whatever portion of the filesystem you leave uncompressed. The rest of the filesystem will show up as one large file (the stacked/double spaced file!). Do not remove that file or you will probably regret it greatly! It is probably better to create another uncompressed primary MS-DOS partition and use this for communications between MS-DOS and FreeBSD. Can I mount my extended MS-DOS partition? partitions slices Yes. DOS extended partitions are mapped in at the end of the other slices in FreeBSD, e.g., your D: drive might be /dev/da0s5, your E: drive, /dev/da0s6, and so on. This example assumes, of course, that your extended partition is on SCSI drive 0. For IDE drives, substitute ad for da appropriately if installing 4.0-RELEASE or later, and substitute wd for da if you are installing a version of FreeBSD prior to 4.0. You otherwise mount extended partitions exactly like you would any other DOS drive, for example: &prompt.root; mount -t msdos /dev/ad0s5 /dos_d Alpha User's Questions and Answers Alpha This section answers some commonly asked questions about installing FreeBSD on Alpha systems. Can I boot from the ARC or Alpha BIOS Console? ARC Alpha BIOS SRM No. &os;, like Compaq Tru64 and VMS, will only boot from the SRM console. Help, I have no space! Do I need to delete everything first? Unfortunately, yes. Can I mount my Compaq Tru64 or VMS filesystems? No, not at this time. Valentino Vaschetto Contributed by Advanced Installation Guide This section describes how to install FreeBSD in exceptional cases. Installing FreeBSD on a System without a Monitor or Keyboard installation headless (serial console) serial console This type of installation is called a headless install, because the machine that you are trying to install FreeBSD on either does not have a monitor attached to it, or does not even have a VGA output. How is this possible you ask? Using a serial console. A serial console is basically using another machine to act as the main display and keyboard for a system. To do this, just follow these steps: Fetch the Right Boot Floppy Images First you will need to get the right disk images so that you can boot into the install program. The secret with using a serial console is that you tell the boot loader to send I/O through a serial port instead of displaying console output to the VGA device and trying to read input from a local keyboard. Enough of that now, let's get back to getting these disk images. You will need to get kern.flp and mfsroot.flp from the floppies directory. - Write the Image Files to the Floppy Disks. + Write the Image Files to the Floppy Disks The image files, such as kern.flp, are not regular files that you copy to the disk. Instead, they are images of the complete contents of the disk. This means that you can not use commands like DOS' copy to write the files. Instead, you must use specific tools to write the images directly to the disk. fdimage If you are creating the floppies on a computer running DOS then we provide a tool to do this called fdimage. If you are using the floppies from the CDROM, and your CDROM is the E: drive then you would run this: E:\> tools\fdimage floppies\kern.flp A: Repeat this command for each .flp file, replacing the floppy disk each time. Adjust the command line as necessary, depending on where you have placed the .flp files. If you do not have the CDROM then fdimage can be downloaded from the tools directory on the FreeBSD FTP site. If you are writing the floppies on a Unix system (such as another FreeBSD system) you can use the &man.dd.1; command to write the image files directly to disk. On FreeBSD you would run: &prompt.root; dd if=kern.flp of=/dev/fd0 On FreeBSD /dev/fd0 refers to the first floppy disk (the A: drive). /dev/fd1 would be the B: drive, and so on. Other Unix variants might have different names for the floppy disk devices, and you will need to check the documentation for the system as necessary. Enabling the Boot Floppies to Boot into a Serial Console Do not try to mount the floppy if it is write-protected mount If you were to boot into the floppies that you just made, FreeBSD would boot into its normal install mode. We want FreeBSD to boot into a serial console for our install. To do this, you have to mount the kern.flp floppy onto your FreeBSD system using the &man.mount.8; command. &prompt.root; mount /dev/fd0 /mnt Now that you have the floppy mounted, you must change into the floppy directory &prompt.root; cd /mnt Here is where you must set the floppy to boot into a serial console. You have to make a file called boot.config containing /boot/loader -h. All this does is pass a flag to the bootloader to boot into a serial console. &prompt.root; echo "/boot/loader -h" > boot.config Now that you have your floppy configured correctly, you must unmount the floppy using the &man.umount.8; command &prompt.root; cd / &prompt.root; umount /mnt Now you can remove the floppy from the floppy drive Connecting Your Null Modem Cable null-modem cable You now need to connect a null modem cable between the two machines. Just connect the cable to the serial ports of the 2 machines. A normal serial cable will not work here, you need a null modem cable because it has some of the wires inside crossed over. Booting Up for the Install It is now time to go ahead and start the install. Put the kern.flp floppy in the floppy drive of the machine you are doing the headless install on, and power on the machine. Connecting to Your Headless Machine cu Now you have to connect to that machine with &man.cu.1;: &prompt.root; cu -l /dev/cuaa0 That's it! You should be able to control the headless machine through your cu session now. It will ask you to put in the mfsroot.flp, and then it will come up with a selection of what kind of terminal to use. Just select the FreeBSD color console and proceed with your install! Preparing Your Own Installation Media To prevent repetition, FreeBSD disk in this context means a FreeBSD CDROM or DVD that you have purchased, or produced yourself. There may be some situations in which you need to create your own FreeBSD installation media and/or source. This might be physical media, such as a tape, or a source that Sysinstall can use to retrieve the files, such as a local FTP site, or an MS-DOS partition. For example: You have many machines connected to your local network, and one FreeBSD disk. You want to create a local FTP site using the contents of the FreeBSD disk, and then have your machines use this local FTP site instead of needing to connect to the Internet. You have a FreeBSD disk, FreeBSD does not recognize your CD/DVD drive, but DOS/Windows does. You want to copy the FreeBSD installations files to a DOS partition on the same computer, and then install FreeBSD using those files. The computer you want to install on does not have a CD/DVD drive, or a network card, but you can connect a Laplink-style serial or parallel cable to a computer that does. You want to create a tape that can be used to install FreeBSD. Creating a Local FTP Site with a FreeBSD Disk installation network FTP FreeBSD disks are laid out in the same way as the FTP site. This makes it very easy for you to create a local FTP site that can be used by other machines on your network when installing FreeBSD. On the FreeBSD computer that will host the FTP site, ensure that the CDROM is in the drive, and mounted on /cdrom. &prompt.root; mount /cdrom Create an account for anonymous FTP in /etc/passwd. Do this by editing /etc/passwd using &man.vipw.8; and adding this line. ftp:*:99:99::0:0:FTP:/cdrom:/nonexistent Ensure that the FTP service is enabled in /etc/inetd.conf. Anyone with network connectivity to your machine can now chose a media type of FTP and type in ftp://your machine after picking Other in the FTP sites menu during the install. This approach is OK for a machine that is on your local network, and that is protected by your firewall. Offering up FTP services to other machines over the Internet (and not your local network) exposes your computer to the attention of crackers and other undesirables. We strongly recommend that you follow good security practices if you do this. Creating Installation Floppies installation floppies If you must install from floppy disk (which we suggest you do not do), either due to unsupported hardware or simply because you insist on doing things the hard way, you must first prepare some floppies for the installation. At a minimum, you will need as many 1.44MB or 1.2MB floppies as it takes to hold all the files in the bin (binary distribution) directory. If you are preparing the floppies from DOS, then they MUST be formatted using the MS-DOS FORMAT command. If you are using Windows, use Explorer to format the disks (right-click on the A: drive, and select "Format". Do not trust factory pre-formatted floppies. Format them again yourself, just to be sure. Many problems reported by our users in the past have resulted from the use of improperly formatted media, which is why we are making a point of it now. If you are creating the floppies on another FreeBSD machine, a format is still not a bad idea, though you do not need to put a DOS filesystem on each floppy. You can use the disklabel and newfs commands to put a UFS filesystem on them instead, as the following sequence of commands (for a 3.5" 1.44MB floppy) illustrates: &prompt.root; fdformat -f 1440 fd0.1440 &prompt.root; disklabel -w -r fd0.1440 floppy3 &prompt.root; newfs -t 2 -u 18 -l 1 -i 65536 /dev/fd0 Use fd0.1200 and floppy5 for 5.25" 1.2MB disks. Then you can mount and write to them like any other filesystem. After you have formatted the floppies, you will need to copy the files to them. The distribution files are split into chunks conveniently sized so that 5 of them will fit on a conventional 1.44MB floppy. Go through all your floppies, packing as many files as will fit on each one, until you have all of the distributions you want packed up in this fashion. Each distribution should go into a subdirectory on the floppy, e.g.: a:\bin\bin.aa, a:\bin\bin.ab, and so on. Once you come to the Media screen during the install process, select Floppy and you will be prompted for the rest. Installing from an MS-DOS Partition installation from MS-DOS To prepare for an installation from an MS-DOS partition, copy the files from the distribution into a directory on that partition. For example, c:\freebsd. The directory structure of the CDROM or FTP site must be partially reproduced within this directory, so we suggest using the DOS xcopy command if you are copying it from a CD. For example, to prepare for a minimal installation of FreeBSD: C:\> md c:\freebsd C:\> xcopy e:\bin c:\freebsd\bin\ /s C:\> xcopy e:\manpages c:\freebsd\manpages\ /s Assuming that C: is where you have free space and E: is where your CDROM is mounted. If you do not have a CDROM drive, you can download the distribution from ftp.FreeBSD.org. Each distribution is in its own directory; for example, the bin distribution can be found in the &rel.current;/bin/ directory. For as many distributions you wish to install from an MS-DOS partition (and you have the free space for), install each one under c:\freebsd — the BIN distribution is the only one required for a minimum installation. Creating an Installation Tape installation from QIC/SCSI Tape Installing from tape is probably the easiest method, short of an online FTP install or CDROM install. The installation program expects the files to be simply tarred onto the tape. After getting all of the distribution files you are interested in, simply tar them onto the tape: &prompt.root; cd /freebsd/distdir &prompt.root; tar cvf /dev/rwt0 dist1 ... dist2 When you go to do the installation, you should also make sure that you leave enough room in some temporary directory (which you will be allowed to choose) to accommodate the full contents of the tape you have created. Due to the non-random access nature of tapes, this method of installation requires quite a bit of temporary storage. You should expect to require as much temporary storage as you have stuff written on tape. When starting the installation, the tape must be in the drive before booting from the boot floppy. The installation probe may otherwise fail to find it. Before Installing over a Network installation network serial (SLIP or PPP) installation network parallel (PLIP) installation network Ethernet There are three types of network installations you can do. Serial port (SLIP or PPP), Parallel port (PLIP (laplink cable)), or Ethernet (a standard Ethernet controller (includes some PCMCIA)). The SLIP support is rather primitive, and limited primarily to hard-wired links, such as a serial cable running between a laptop computer and another computer. The link should be hard-wired as the SLIP installation does not currently offer a dialing capability; that facility is provided with the PPP utility, which should be used in preference to SLIP whenever possible. If you are using a modem, then PPP is almost certainly your only choice. Make sure that you have your service provider's information handy as you will need to know it fairly early in the installation process. If you use PAP or CHAP to connect your ISP (in other words, if you can connect to the ISP in Windows without using a script), then all you will need to do is type in dial at the ppp prompt. Otherwise, you will need to know how to dial your ISP using the AT commands specific to your modem, as the PPP dialer provides only a very simple terminal emulator. Please refer to the user-ppp handbook and FAQ entries for further information. If you have problems, logging can be directed to the screen using the command set log local .... If a hard-wired connection to another FreeBSD (2.0-R or later) machine is available, you might also consider installing over a laplink parallel port cable. The data rate over the parallel port is much higher than what is typically possible over a serial line (up to 50kbytes/sec), thus resulting in a quicker installation. Finally, for the fastest possible network installation, an Ethernet adapter is always a good choice! FreeBSD supports most common PC Ethernet cards; a table of supported cards (and their required settings) is provided in the Hardware Notes for each release of FreeBSD. If you are using one of the supported PCMCIA Ethernet cards, also be sure that it is plugged in before the laptop is powered on! FreeBSD does not, unfortunately, currently support hot insertion of PCMCIA cards during installation. You will also need to know your IP address on the network, the netmask value for your address class, and the name of your machine. If you are installing over a PPP connection and do not have a static IP, fear not, the IP address can be dynamically assigned by your ISP. Your system administrator can tell you which values to use for your particular network setup. If you will be referring to other hosts by name rather than IP address, you will also need a name server and possibly the address of a gateway (if you are using PPP, it is your provider's IP address) to use in talking to it. If you want to install by FTP via a HTTP proxy (see below), you will also need the proxy's address. If you do not know the answers to all or most of these questions, then you should really probably talk to your system administrator or ISP before trying this type of installation. Before Installing via NFS installation network NFS The NFS installation is fairly straight-forward. Simply copy the FreeBSD distribution files you want onto a server somewhere and then point the NFS media selection at it. If this server supports only privileged port (as is generally the default for Sun workstations), you will need to set this option in the Options menu before installation can proceed. If you have a poor quality Ethernet card which suffers from very slow transfer rates, you may also wish to toggle the appropriate Options flag. In order for NFS installation to work, the server must support subdir mounts, e.g., if your FreeBSD 3.4 distribution directory lives on:ziggy:/usr/archive/stuff/FreeBSD, then ziggy will have to allow the direct mounting of /usr/archive/stuff/FreeBSD, not just /usr or /usr/archive/stuff. In FreeBSD's /etc/exports file, this is controlled by the . Other NFS servers may have different conventions. If you are getting permission denied messages from the server, then it is likely that you do not have this enabled properly. diff --git a/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml b/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml index 392c73f6c5..be191942c5 100644 --- a/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml @@ -1,3057 +1,3057 @@ Jim Mock Restructured and parts updated by Brian N. Handy Originally contributed by Rich Murphey Linux Binary Compatibility Synopsis Linux binary compatibility binary compatibility Linux FreeBSD provides binary compatibility with several other Unix-like operating systems, including Linux. At this point, you may be asking yourself why exactly, does FreeBSD need to be able to run Linux binaries? The answer to that question is quite simple. Many companies and developers develop only for Linux, since it is the latest hot thing in the computing world. That leaves the rest of us FreeBSD users bugging these same companies and developers to put out native FreeBSD versions of their applications. The problem is, that most of these companies do not really realize how many people would use their product if there were FreeBSD versions too, and most continue to only develop for Linux. So what is a FreeBSD user to do? This is where the Linux binary compatibility of FreeBSD comes into play. In a nutshell, the compatibility allows FreeBSD users to run about 90% of all Linux applications without modification. This includes applications such as Star Office, the Linux version of Netscape, Adobe Acrobat, RealPlayer 5 and 7, VMWare, Oracle, WordPerfect, Doom, Quake, and more. It is also reported that in some situations, Linux binaries perform better on FreeBSD than they do under Linux. Linux /proc filesystem There are, however, some Linux-specific operating system features that are not supported under FreeBSD. Linux binaries will not work on FreeBSD if they overly use the Linux /proc filesystem (which is different from FreeBSD's /proc filesystem), or i386-specific calls, such as enabling virtual 8086 mode. After reading this chapter, you will know: How to enable Linux binary compatibility on your system. How to install additional Linux shared libraries. How to install Linux applications on your FreeBSD system. The implementation details of Linux compatibility in FreeBSD. Before reading this chapter, you should: Know how to install additional third-party software (). Installation KLD (kernel loadable object) Linux binary compatibility is not turned on by default. The easiest way to enable this functionality is to load the linux KLD object (Kernel LoaDable object). You can load this module by simply typing linux at the command prompt. If you would like Linux compatibility to always be enabled, then you should add the following line to /etc/rc.conf: linux_enable=YES This, in turn, triggers the following action in /etc/rc.i386: # Start the Linux binary compatibility if requested. # case ${linux_enable} in [Yy][Ee][Ss]) echo -n ' linux'; linux > /dev/null 2>&1 ;; esac The &man.kldstat.8; command can be used to verify that the KLD is loaded: &prompt.user; kldstat Id Refs Address Size Name 1 2 0xc0100000 16bdb8 kernel 7 1 0xc24db000 d000 linux.ko kernel options LINUX If for some reason you do not want to or cannot load the KLD, then you may statically link Linux binary compatibility into the kernel by adding options LINUX to your kernel configuration file. Then install your new kernel as described in . Installing Linux Runtime Libraries Linux installing Linux libraries This can be done one of two ways, either by using the linux_base port, or by installing them manually. Installing Using the linux_base Port ports collection This is by far the easiest method to use when installing the runtime libraries. It is just like installing any other port from the ports collection. Simply do the following: &prompt.root; cd /usr/ports/emulators/linux_base &prompt.root; make install distclean You should now have working Linux binary compatibility. Some programs may complain about incorrect minor versions of the system libraries. In general, however, this does not seem to be a problem. Installing Libraries Manually If you do not have the ports collection installed, you can install the libraries by hand instead. You will need the Linux shared libraries that the program depends on and the runtime linker. Also, you will need to create a shadow root directory, /compat/linux, for Linux libraries on your FreeBSD system. Any shared libraries opened by Linux programs run under FreeBSD will look in this tree first. So, if a Linux program loads, for example, /lib/libc.so, FreeBSD will first try to open /compat/linux/lib/libc.so, and if that does not exist, it will then try /lib/libc.so. Shared libraries should be installed in the shadow tree /compat/linux/lib rather than the paths that the Linux ld.so reports. Generally, you will need to look for the shared libraries that Linux binaries depend on only the first few times that you install a Linux program on your FreeBSD system. After a while, you will have a sufficient set of Linux shared libraries on your system to be able to run newly imported Linux binaries without any extra work. How to Install Additional Shared Libraries shared libraries What if you install the linux_base port and your application still complains about missing shared libraries? How do you know which shared libraries Linux binaries need, and where to get them? Basically, there are 2 possibilities (when following these instructions you will need to be root on your FreeBSD system). If you have access to a Linux system, see what shared libraries the application needs, and copy them to your FreeBSD system. Look at the following example: Let us assume you used FTP to get the Linux binary of Doom, and put it on a Linux system you have access to. You then can check which shared libraries it needs by running ldd linuxdoom, like so: &prompt.user; ldd linuxdoom libXt.so.3 (DLL Jump 3.1) => /usr/X11/lib/libXt.so.3.1.0 libX11.so.3 (DLL Jump 3.1) => /usr/X11/lib/libX11.so.3.1.0 libc.so.4 (DLL Jump 4.5pl26) => /lib/libc.so.4.6.29 symbolic links You would need to get all the files from the last column, and put them under /compat/linux, with the names in the first column as symbolic links pointing to them. This means you eventually have these files on your FreeBSD system: /compat/linux/usr/X11/lib/libXt.so.3.1.0 /compat/linux/usr/X11/lib/libXt.so.3 -> libXt.so.3.1.0 /compat/linux/usr/X11/lib/libX11.so.3.1.0 /compat/linux/usr/X11/lib/libX11.so.3 -> libX11.so.3.1.0 /compat/linux/lib/libc.so.4.6.29 /compat/linux/lib/libc.so.4 -> libc.so.4.6.29
Note that if you already have a Linux shared library with a matching major revision number to the first column of the ldd output, you will not need to copy the file named in the last column to your system, the one you already have should work. It is advisable to copy the shared library anyway if it is a newer version, though. You can remove the old one, as long as you make the symbolic link point to the new one. So, if you have these libraries on your system: /compat/linux/lib/libc.so.4.6.27 /compat/linux/lib/libc.so.4 -> libc.so.4.6.27 and you find a new binary that claims to require a later version according to the output of ldd: libc.so.4 (DLL Jump 4.5pl26) -> libc.so.4.6.29 If it is only one or two versions out of date in the in the trailing digit then do not worry about copying /lib/libc.so.4.6.29 too, because the program should work fine with the slightly older version. However, if you like, you can decide to replace the libc.so anyway, and that should leave you with: /compat/linux/lib/libc.so.4.6.29 /compat/linux/lib/libc.so.4 -> libc.so.4.6.29
The symbolic link mechanism is only needed for Linux binaries. The FreeBSD runtime linker takes care of looking for matching major revision numbers itself and you do not need to worry about it.
Installing Linux ELF Binaries Linux ELF binaries ELF binaries sometimes require an extra step of branding. If you attempt to run an unbranded ELF binary, you will get an error message like the following: &prompt.user; ./my-linux-elf-binary ELF binary type not known Abort To help the FreeBSD kernel distinguish between a FreeBSD ELF binary from a Linux binary, use the &man.brandelf.1; utility. &prompt.user; brandelf -t Linux my-linux-elf-binary GNU toolchain The GNU toolchain now places the appropriate branding information into ELF binaries automatically, so you this step should become increasingly more rare in the future. Configuring the Hostname Resolver If DNS does not work or you get this message: resolv+: "bind" is an invalid keyword resolv+: "hosts" is an invalid keyword You will need to configure a /compat/linux/etc/host.conf file containing: order hosts, bind multi on The order here specifies that /etc/hosts is searched first and DNS is searched second. When /compat/linux/etc/host.conf is not installed, Linux applications find FreeBSD's /etc/host.conf and complain about the incompatible FreeBSD syntax. You should remove bind if you have not configured a name server using the /etc/resolv.conf file. Murray Stokely Updated for Mathematica 4.X by Bojan Bistrovic Merged with work by Installing Mathematica applications Mathematica This document describes the process of installing the Linux version of Mathematica 4.X onto a FreeBSD system. The Linux version of Mathematica runs perfectly under FreeBSD however the binaries shipped by Wolfram need to be branded so that FreeBSD knows to use the Linux ABI to execute them. The Linux version of Mathematica or Mathematica for Students can be ordered directly from Wolfram at http://www.wolfram.com/. Branding the Linux Binaries The Linux binaries are located in the Unix directory of the Mathematica CDROM distributed by Wolfram. You need to copy this directory tree to your local hard drive so that you can brand the Linux binaries with &man.brandelf.1; before running the installer: &prompt.root; mount /cdrom &prompt.root; cp -rp /cdrom/Unix/ /localdir/ &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/Kernel/Binaries/Linux/* &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/FrontEnd/Binaries/Linux/* &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/Installation/Binaries/Linux/* &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/Graphics/Binaries/Linux/* &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/Converters/Binaries/Linux/* &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/LicenseManager/Binaries/Linux/mathlm &prompt.root; cd /localdir/Installers/Linux/ &prompt.root; ./MathInstaller Alternatively, you can simply set the default ELF brand to Linux for all unbranded binaries with the command: &prompt.root; sysctl -w kern.fallback_elf_brand=3 This will make FreeBSD assume that unbranded ELF binaries use the Linux ABI and so you should be able to run the installer straight from the CDROM. Obtaining Your Mathematica Password Before you can run Mathematica you will have to obtain a password from Wolfram that corresponds to your machine ID. Ethernet MAC address Once you have installed the Linux compatibility runtime libraries and unpacked Mathematica you can obtain the machine ID by running the program mathinfo in the Install directory. This machine ID is based solely on the MAC address of your first Ethernet card. &prompt.root; cd /localdir/Files/SystemFiles/Installation/Binaries/Linux &prompt.root; mathinfo disco.example.com 7115-70839-20412 When you register with Wolfram, either by email, phone or fax, you will give them the machine ID and they will respond with a corresponding password consisting of groups of numbers. You can then enter this information when you attempt to run Mathematica for the first time exactly as you would for any other Mathematica platform. Running the Mathematica Frontend over a Network Mathematica uses some special fonts to display characters not present in any of the standard font sets (integrals, sums, Greek letters, etc.). The X protocol requires these fonts to be install locally. This means you will have to copy these fonts from the CDROM or from a host with Mathematica installed to your local machine. These fonts are normally stored in /cdrom/Unix/Files/SystemFiles/Fonts on the CDROM, or /usr/local/mathematica/SystemFiles/Fonts on your hard drive. The actual fonts are in the subdirectories Type1 and X. There are several ways to use them, as described below. The first way is to copy them into one of the existing font directories in /usr/X11R6/lib/X11/fonts. This will require editing the fonts.dir file, adding the font names to it, and changing the number of fonts on the first line. Alternatively, you should also just be able to run mkfontdir in the directory you have copied them to. The second way to do this is to copy the directories to /usr/X11R6/lib/X11/fonts: &prompt.root; cd /usr/X11R6/lib/X11/fonts &prompt.root; mkdir X &prompt.root; mkdir MathType1 &prompt.root; cd /cdrom/Unix/Files/SystemFiles/Fonts &prompt.root; cp X/* /usr/X11R6/lib/X11/fonts/X &prompt.root; cp Type1/* /usr/X11R6/lib/X11/fonts/MathType1 &prompt.root; cd /usr/X11R6/lib/X11/fonts/X &prompt.root; mkfontdir &prompt.root; cd ../MathType1 &prompt.root; mkfontdir Now add the new font directories to your font path: &prompt.root; xset fp+ /usr/X11R6/lib/X11/fonts/X &prompt.root; xset fp+ /usr/X11R6/lib/X11/fonts/MathType1 &prompt.root; xset fp rehash If you are using the XFree86 server, you can have these font directories loaded automatically by adding them to your XF86Config file. fonts If you do not already have a directory called /usr/X11R6/lib/X11/fonts/Type1, you can change the name of the MathType1 directory in the example above to Type1. Aaron Kaplan Contributed by Robert Getschmann Thanks to Installing Maple applications Maple Maple is a commercial mathematics program similar to Mathematica. You must purchase this software from and then register there for a license file. To install this software on FreeBSD, please follow these simple steps. Execute the INSTALL shell script from the product distribution. Choose the RedHat option when prompted by the installation program. A typical installation directory might be /usr/local/maple If you have not done so, order a license for Maple from Maple Waterloo Software (http://register.maplesoft.com) and copy it to /usr/local/maple/license/license.dat Install the FLEXlm license manager by running the INSTALL_LIC install shell script that comes with Maple. Specify the primary hostname for your machine for the license server. Patch the usr/local/maple/bin/maple.system.type file with the following: ----- snip ------------------ *** maple.system.type.orig Sun Jul 8 16:35:33 2001 --- maple.system.type Sun Jul 8 16:35:51 2001 *************** *** 72,77 **** --- 72,78 ---- # the IBM RS/6000 AIX case MAPLE_BIN="bin.IBM_RISC_UNIX" ;; + "FreeBSD"|\ "Linux") # the Linux/x86 case # We have two Linux implementations, one for Red Hat and ----- snip end of patch ----- Please note that after the "FreeBSD"|\ no other whitespace should be present. This patch instructs Maple to recognize FreeBSD as a type of Linux system. The bin/maple shell script calls the bin/maple.system.type shell script which in turn calls uname -a to find out the operating system name. Depending on the OS name it will find out which binaries to use. Start the license server. The following script, installed as /usr/local/etc/rc.d/lmgrd.sh is a convenient way to start up lmgrd: ----- snip ------------ #! /bin/sh PATH=/usr/local/sbin:/usr/local/bin:/sbin:/bin:/usr/sbin:/usr/bin:/usr/X11R6/bin PATH=${PATH}:/usr/local/maple/bin:/usr/local/maple/FLEXlm/UNIX/LINUX export PATH LICENSE_FILE=/usr/local/maple/license/license.dat LOG=/var/log/lmgrd.log case "$1" in start) lmgrd -c ${LICENSE_FILE} 2>> ${LOG} 1>&2 echo -n " lmgrd" ;; stop) lmgrd -c ${LICENSE_FILE} -x lmdown 2>> ${LOG} 1>&2 ;; *) echo "Usage: `basename $0` {start|stop}" 1>&2 exit 64 ;; esac exit 0 ----- snip ------------ Test-start maple: &prompt.user; cd /usr/local/maple/bin &prompt.user; ./xmaple You should be up and running. Make sure to write Maplesoft to let them know you would like a native FreeBSD version! Common Pitfalls The FLEXlm license manager can be a difficult tool to work with. Additional documentation on the subject can be found at . lmgrd is known to be very picky about the license file and to core dump if there are any problems. A correct license file should look like this: # ======================================================= # License File for UNIX Installations ("Pointer File") # ======================================================= SERVER chillig ANY #USE_SERVER VENDOR maplelmg FEATURE Maple maplelmg 2000.0831 permanent 1 XXXXXXXXXXXX \ PLATFORMS=i86_r ISSUER="Waterloo Maple Inc." \ ISSUED=11-may-2000 NOTICE=" Technische Universitat Wien" \ SN=XXXXXXXXX Serial number and key 'X''ed out. "chillig" is a hostname. Editing the license file works as long as you do not touch the "FEATURE" line (which is protected by the license key). Marcel Moolenaar Contributed by Installing Oracle applications Oracle Preface This document describes the process of installing Oracle 8.0.5 and Oracle 8.0.5.1 Enterprise Edition for Linux onto a FreeBSD machine Installing the Linux Environment Make sure you have both linux_base and linux_devtools from the ports collection installed. These ports are added to the collection after the release of FreeBSD 3.2. If you are using FreeBSD 3.2 or an older version for that matter, update your ports collection. You may want to consider updating your FreeBSD version too. If you run into difficulties with linux_base-6.1 or linux_devtools-6.1 you may have to use version 5.2 of these packages. If you want to run the intelligent agent, you will also need to install the Red Hat Tcl package: tcl-8.0.3-20.i386.rpm. The general command for installing packages with the official RPM port is: &prompt.root; rpm -i --ignoreos --root /compat/linux --dbpath /var/lib/rpm package Installation of the package should not generate any errors. Creating the Oracle Environment Before you can install Oracle, you need to set up a proper environment. This document only describes what to do specially to run Oracle for Linux on FreeBSD, not what has been described in the Oracle installation guide. Kernel Tuning kernel tuning As described in the Oracle installation guide, you need to set the maximum size of shared memory. Do not use SHMMAX under FreeBSD. SHMMAX is merely calculated out of SHMMAXPGS and PGSIZE. Therefore define SHMMAXPGS. All other options can be used as described in the guide. For example: options SHMMAXPGS=10000 options SHMMNI=100 options SHMSEG=10 options SEMMNS=200 options SEMMNI=70 options SEMMSL=61 Set these options to suit your intended use of Oracle. Also, make sure you have the following options in your kernel config-file: options SYSVSHM #SysV shared memory options SYSVSEM #SysV semaphores options SYSVMSG #SysV interprocess communication Oracle Account Create an Oracle account just as you would create any other account. The Oracle account is special only that you need to give it a Linux shell. Add /compat/linux/bin/bash to /etc/shells and set the shell for the Oracle account to /compat/linux/bin/bash. Environment Besides the normal Oracle variables, such as ORACLE_HOME and ORACLE_SID you must set the following environment variables: Variable Value LD_LIBRARY_PATH $ORACLE_HOME/lib CLASSPATH $ORACLE_HOME/jdbc/lib/classes111.zip PATH /compat/linux/bin /compat/linux/sbin /compat/linux/usr/bin /compat/linux/usr/sbin /bin /sbin /usr/bin /usr/sbin /usr/local/bin $ORACLE_HOME/bin It is advised to set all the environment variables in .profile. A complete example is: ORACLE_BASE=/oracle; export ORACLE_BASE ORACLE_HOME=/oracle; export ORACLE_HOME LD_LIBRARY_PATH=$ORACLE_HOME/lib export LD_LIBRARY_PATH ORACLE_SID=ORCL; export ORACLE_SID ORACLE_TERM=386x; export ORACLE_TERM CLASSPATH=$ORACLE_HOME/jdbc/lib/classes111.zip export CLASSPATH PATH=/compat/linux/bin:/compat/linux/sbin:/compat/linux/usr/bin PATH=$PATH:/compat/linux/usr/sbin:/bin:/sbin:/usr/bin:/usr/sbin PATH=$PATH:/usr/local/bin:$ORACLE_HOME/bin export PATH Installing Oracle Due to a slight inconsistency in the Linux emulator, you need to create a directory named .oracle in /var/tmp before you start the installer. Either make it world writable or let it be owner by the oracle user. You should be able to install Oracle without any problems. If you have problems, check your Oracle distribution and/or configuration first! After you have installed Oracle, apply the patches described in the next two subsections. A frequent problem is that the TCP protocol adapter is not installed right. As a consequence, you cannot start any TCP listeners. The following actions help solve this problem: &prompt.root; cd $ORACLE_HOME/network/lib &prompt.root; make -f ins_network.mk ntcontab.o &prompt.root; cd $ORACLE_HOME/lib &prompt.root; ar r libnetwork.a ntcontab.o &prompt.root; cd $ORACLE_HOME/network/lib &prompt.root; make -f ins_network.mk install Do not forget to run root.sh again! Patching root.sh When installing Oracle, some actions, which need to be performed as root, are recorded in a shell script called root.sh. root.sh is written in the orainst directory. Apply the following patch to root.sh, to have it use to proper location of chown or alternatively run the script under a Linux native shell. *** orainst/root.sh.orig Tue Oct 6 21:57:33 1998 --- orainst/root.sh Mon Dec 28 15:58:53 1998 *************** *** 31,37 **** # This is the default value for CHOWN # It will redefined later in this script for those ports # which have it conditionally defined in ss_install.h ! CHOWN=/bin/chown # # Define variables to be used in this script --- 31,37 ---- # This is the default value for CHOWN # It will redefined later in this script for those ports # which have it conditionally defined in ss_install.h ! CHOWN=/usr/sbin/chown # # Define variables to be used in this script When you do not install Oracle from CD, you can patch the source for root.sh. It is called rthd.sh and is located in the orainst directory in the source tree. Patching genclntsh The script genclntsh is used to create a single shared client library. It is used when building the demos. Apply the following patch to comment out the definition of PATH: *** bin/genclntsh.orig Wed Sep 30 07:37:19 1998 --- bin/genclntsh Tue Dec 22 15:36:49 1998 *************** *** 32,38 **** # # Explicit path to ensure that we're using the correct commands #PATH=/usr/bin:/usr/ccs/bin export PATH ! PATH=/usr/local/bin:/bin:/usr/bin:/usr/X11R6/bin export PATH # # each product MUST provide a $PRODUCT/admin/shrept.lst --- 32,38 ---- # # Explicit path to ensure that we're using the correct commands #PATH=/usr/bin:/usr/ccs/bin export PATH ! #PATH=/usr/local/bin:/bin:/usr/bin:/usr/X11R6/bin export PATH # # each product MUST provide a $PRODUCT/admin/shrept.lst Running Oracle When you have followed the instructions, you should be able to run Oracle as if it was run on Linux itself. Holger Kipp Contributed by Valentino Vaschetto Original version converted to SGML by Installing SAP R/3 applications SAP R/3 Installations of SAP Systems using FreeBSD will not be supported by the SAP support team — they only offer support for certified platforms. Preface This document describes a possible way of installing a SAP R/3-System with Oracle Database for Linux onto a FreeBSD machine, including the installation of FreeBSD and Oracle. Two different configurations will be described: SAP R/3 4.6B (IDES) with Oracle 8.0.5 on FreeBSD 4.3-STABLE SAP R/3 4.6C with Oracle 8.1.7 on FreeBSD 4.5-STABLE Even though this document tries to describe all important steps in a greater detail, it is not intended as a replacement for the Oracle and SAP R/3 installation guides. Please see the documentation that comes with the SAP R/3 Linux edition for SAP- and Oracle-specific questions, as well as resources from Oracle and SAP OSS. Software The following CD-ROMs have been used for SAP-installations: SAP R/3 4.6B, Oracle 8.0.5 Name Number Description KERNEL 51009113 SAP Kernel Oracle / Installation / AIX, Linux, Solaris RDBMS 51007558 Oracle / RDBMS 8.0.5.X / Linux EXPORT1 51010208 IDES / DB-Export / Disc 1 of 6 EXPORT2 51010209 IDES / DB-Export / Disc 2 of 6 EXPORT3 51010210 IDES / DB-Export / Disc 3 of 6 EXPORT4 51010211 IDES / DB-Export / Disc 4 of 6 EXPORT5 51010212 IDES / DB-Export / Disc 5 of 6 EXPORT6 51010213 IDES / DB-Export / Disc 6 of 6 Additionally, I used the Oracle 8 Server (Pre-production version 8.0.5 for Linux, Kernel Version 2.0.33) CD which is not really necessary, and of course FreeBSD 4.3-STABLE (it was only a few days past 4.3 RELEASE). SAP R/3 4.6C SR2, Oracle 8.1.7 Name Number Description KERNEL 51014004 SAP Kernel Oracle / SAP Kernel Version 4.6D / DEC, Linux RDBMS 51012930 Oracle 8.1.7/ RDBMS / Linux EXPORT1 51013953 Release 4.6C SR2 / Export / Disc 1 of 4 EXPORT1 51013953 Release 4.6C SR2 / Export / Disc 2 of 4 EXPORT1 51013953 Release 4.6C SR2 / Export / Disc 3 of 4 EXPORT1 51013953 Release 4.6C SR2 / Export / Disc 4 of 4 LANG1 51013954 Release 4.6C SR2 / Language / DE, EN, FR / Disc 1 of 3 Depending on the languages you would like to install, additional language CDs might be necessary. Here we're just using DE and EN, so the first Language-CD is the only one needed. As a little note, the numbers for all four export CDs are identical. All three language CDs also have the same number (this is different from the 4.6B IDES release CD numbering). At the time of writing this installation is running on FreeBSD 4.5-STABLE (20.03.2002). SAP-Notes The following notes should be read before installing SAP R/3 or proved to be useful during installation: SAP R/3 4.6B, Oracle 8.0.5 Number Title 0171356 SAP Software on Linux: Essential Comments 0201147 INST: 4.6C R/3 Inst. on UNIX - Oracle 0373203 Update / Migration Oracle 8.0.5 --> 8.0.6/8.1.6 LINUX 0072984 Release of Digital UNIX 4.0B for Oracle 0130581 R3SETUP step DIPGNTAB terminates 0144978 Your system has not been installed correctly 0162266 Questions and tips for R3SETUP on Windows NT / W2K SAP R/3 4.6C, Oracle 8.1.7 Number Title 0015023 Initializing table TCPDB (RSXP0004) (EBCDIC) 0045619 R/3 with several languages or typefaces 0171356 SAP Software on Linux: Essential Comments 0195603 RedHat 6.1 Enterprise version: Known problems 0212876 The new archiving tool SAPCAR 0300900 Linux: Released DELL Hardware 0377187 RedHat 6.2: important remarks 0387074 INST: R/3 4.6C SR2 Installation on UNIX 0387077 INST: R/3 4.6C SR2 Inst. on UNIX - Oracle 0387078 SAP Software on UNIX: OS Dependencies 4.6C SR2 Hardware-Requirements The following equipment is sufficient for the installation of a SAP R/3 System. For production use, a more exact sizing is of course needed: Component 4.6B 4.6C Processor 2 x 800MHz Pentium III 2 x 800MHz Pentium III Memory 1GB ECC 2GB ECC Hard Disk Space 50-60GB (IDES) 50-60GB (IDES) For use in production, Xeon-Processors with large cache, high-speed disk access (SCSI, RAID hardware controller), USV and ECC-RAM is recommended. The large amount of hard disk space is due to the preconfigured IDES System, which creates 27 GB of database files during installation. This space is also sufficient for initial production systems and application data. SAP R/3 4.6B, Oracle 8.0.5 The following off-the-shelf hardware was used: a dual processor board with 2 800MHz Pentium III processors, Adaptec 29160 Ultra160 SCSI adapter (for accessing a 40/80 GB DLT tape drive and CDROM), Mylex AcceleRAID (2 channels, firmware 6.00-1-00 with 32MB RAM). To the Mylex Raid-controller are attached two 17GB hard disks (mirrored) and four 36GB hard disks (RAID level 5). SAP R/3 4.6C, Oracle 8.1.7 For this installation a DELL PowerEdge 2500 was used: a dual processor board with two 1000MHz Pentium III processors (256kB Cache), 2GB PC133 ECC SDRAM, PERC/3 DC PCI Raid Controller with 128MB, and an EIDE DVD-ROM drive. To the RAID-controller are attached two 18GB hard disks (mirrored) and four 36GB hard disks (RAID level 5). Installation of FreeBSD First you have to install FreeBSD. There are several ways to do this (FreeBSD 4.3 was installed via FTP, FreeBSD 4.5 directly from release-CD). Disk Layout To keep it simple, the same disk layout both for the SAP R/3 46B- and SAP R/3 46C SR2-installation was used. Only the device names changed, as the installations were on different hardware (/dev/da and /dev/amr respectively, so if using an AMI MegaRAID, one will see /dev/amr0s1a instead of /dev/da0s1a): Filesystem Size (1k-blocks) Size (GB) Mounted on /dev/da0s1a 1.016.303 1 / /dev/da0s1b 6 <swap> /dev/da0s1e 2.032.623 2 /var /dev/da0s1f 8.205.339 8 /usr /dev/da1s1e 45.734.361 45 /compat/linux/oracle /dev/da1s1f 2.032.623 2 /compat/linux/sapmnt /dev/da1s1g 2.032.623 2 /compat/linux/usr/sap Configure and initialize the two logical drives with the Mylex- or PERC/3 RAID software beforehand. The software can be started during the bios boot phase. Please note that this disk layout differs slightly from the SAP recommendations, as SAP suggests mounting the oracle-subdirectories (and some others) separately - I decided to just create them as real subdirectories for simplicity. <command>make world</command> and a New Kernel Download the latest stable-sources. Rebuild world and your custom kernel after configuring your kernel configuration file. Here you should also include the kernel parameters which are required for both SAP R/3 and Oracle. Installing the Linux Environment During the first installation with FreeBSD 4.3-STABLE I had some trouble downloading the required RPM-files (for 4.3 stable, 2nd May 2001), but with FreeBSD 4.5-STABLE, everything went very smooth. Should you encounter some problems, try to download those files by hand. For a list of RPM-Mirrors and required files, see the corresponding makefile. Installing Linux Base-system First the linux_base port needs to be installed (as root). This is currently linux_base-6. &prompt.root; cd /usr/ports/emulators/linux_base &prompt.root; make package Installing Linux Development The Linux development is needed, if you want to install Oracle on FreeBSD according to the corresponding description in the handbook: &prompt.root; cd /usr/ports/devel/linux_devtools &prompt.root; make package Linux Development has only been installed for the SAP R/3 46B IDES- installation. It is not needed, if the Oracle DB is not relinked on the FreeBSD system. This is the case if you are using the Oracle tarball from a linux system. Installing Necessary RPMs RPMs To start the R3SETUP-Program, pam support is needed. During the first SAP-Installation on FreeBSD 4.3-STABLE I tried to install pam with all the required packages and finally forced the installation of the pam package, which worked. For SAP R/3 4.6C SR2 I directly forced the installation of pam rpm, which also works, so it seems the dependend packages are not needed: &prompt.root; rpm -i --ignoreos --nodeps --root /compat/linux --dbpath /var/lib/rpm \ pam-0.68-7.i386.rpm For Oracle 8.0.5 to run the intelligent agent, I also had to install the RedHat Tcl package tcl-8.0.5-30.i386.rpm (otherwise the relinking during Oracle install will not work). There are some other issues regarding relinking of Oracle, but that is a Oracle-Linux issue, not FreeBSD specific. Some additional hints It might also be a good idea to add linprocfs to /etc/fstab. See man linprocfs. Another parameter to set is kern.fallback_elf_brand=3 which is done in file /etc/sysctl.conf. Creating the SAP/R3 Environment Creating the Necessary Filesystems and Mountpoints For a simple installation, it is sufficient to create the following filesystems: mountpoint size in GB /compat/linux/oracle 45 GB /compat/linux/sapmnt 2 GB /compat/linux/usr/sap 2 GB It is also necessary to created some links. Otherwise the SAP-Installer will complain, as it is checking the created links: &prompt.root; ln -s /compat/linux/oracle /oracle &prompt.root; ln -s /compat/linux/sapmnt /sapmnt &prompt.root; ln -s /compat/linux/usr/sap /usr/sap Possible error message during installation (here with System PRD and the SAP R/3 4.6C SR2 installation): INFO 2002-03-19 16:45:36 R3LINKS_IND_IND SyLinkCreate:200 Checking existence of symbolic link /usr/sap/PRD/SYS/exe/dbg to /sapmnt/PRD/exe. Creating if it does not exist... WARNING 2002-03-19 16:45:36 R3LINKS_IND_IND SyLinkCreate:400 Link /usr/sap/PRD/SYS/exe/dbg exists but it points to file /compat/linux/sapmnt/PRD/exe instead of /sapmnt/PRD/exe. The program cannot go on as long as this link exists at this location. Move the link to another location. ERROR 2002-03-19 16:45:36 R3LINKS_IND_IND Ins_SetupLinks:0 can not setup link '/usr/sap/PRD/SYS/exe/dbg' with content '/sapmnt/PRD/exe' Creating Users and Directories SAP R/3 needs two users and three groups. The usernames depend on the SAP system id (SID) which consists of three letters. Some of these SIDs are reserved by SAP (for example SAP and NIX. For a complete list please see the SAP documentation). For the IDES installation I used IDS, for the 4.6C SR2 installation PRD, as that system is intended for production use. We have therefore the following groups (group ids might differ, these are just the values I used with my installation): group id group name description 100 dba Data Base Administrator 101 sapsys SAP System 102 oper Data Base Operator For a default Oracle-Installation, only group dba is used. As oper-group, one also uses group dba (see Oracle- and SAP-documentation for further information). We also need the following users: user id username generic name group additional groups description 1000 idsadm/prdadm <sid>adm sapsys oper SAP Administrator 1002 oraids/oraprd ora<sid> dba oper DB Administrator Adding the users with adduser requires the following (please note shell and home directory) entries for SAP-Administrator: Name: <sid>adm Password: ****** Fullname: SAP Administrator <SID> Uid: 1000 Gid: 101 (sapsys) Class: Groups: sapsys dba HOME: /home/<sid>adm Shell: bash (/compat/linux/bin/bash) and for Database-Administrator: Name: ora<sid> Password: ****** Fullname: Oracle Administrator <SID> Uid: 1002 Gid: 100 (dba) Class: Groups: dba HOME: /oracle/<sid> Shell: bash (/compat/linux/bin/bash) This should also include group oper in case you are using both groups dba and oper. Creating Directories These directories are usually created as separate filesystems. This depends entirely on your requirements. I choose to create them as simple directories, as they are all located on the same RAID 5 anyway: First we will set owners and rights of some directories (as user root): &prompt.root; chmod 775 /oracle &prompt.root; chmod 777 /sapmnt &prompt.root; chown root:dba /oracle &prompt.root; chown <sid>adm:sapsys /compat/linux/usr/sap &prompt.root; chmod 775 /compat/linux/usr/sap Second we will create directories as user ora<sid>. These will all be subdirectories of /oracle/<SID>: &prompt.root; su - ora<sid> &prompt.root; cd /oracle/<SID> &prompt.root; mkdir mirrlogA mirrlogB origlogA origlogB &prompt.root; mkdir sapdata1 sapdata2 sapdata3 sapdata4 sapdata5 sapdata6 &prompt.root; mkdir saparch sapreorg &prompt.root; exit For the Oracle 8.1.7-installation some additional directories are needed: &prompt.root; su - ora<sid> &prompt.root; cd /oracle &prompt.root; mkdir 805_32 &prompt.root; mkdir client stage &prompt.root; mkdir client/80x_32 &prompt.root; mkdir stage/817_32 &prompt.root; cd /oracle/<SID> &prompt.root; mkdir 817_32 The directory client/80x_32 is used with exactly this name. Don't replace the x with some number or anything. In the third step we create directories as user <sid>adm: &prompt.root; su - <sid>adm &prompt.root; cd /usr/sap &prompt.root; mkdir <SID> &prompt.root; mkdir trans &prompt.root; exit Entries in /etc/services SAP R/3 requires some entries in file /etc/services, which will not be set correctly during installation under FreeBSD. Please add the following entries (you need at least those entries corresponding to the instance number - in this case, 00. It will do no harm adding all entries from 00 to 99 for dp, gw, sp and ms). If you are going to use a saprouter or need to access SAP OSS, you also need 99, as port 3299 is usually used for the saprouter process on the target system: sapdp00 3200/tcp # SAP Dispatcher. 3200 + Instance-Number sapgw00 3300/tcp # SAP Gateway. 3300 + Instance-Number sapsp00 3400/tcp # 3400 + Instance-Number sapms00 3500/tcp # 3500 + Instance-Number sapms<SID> 3600/tcp # SAP Message Server. 3600 + Instance-Number sapgw00s 4800/tcp # SAP Secure Gateway 4800 + Instance-Number Necessary Locales locale SAP requires at least two locales that are not part of the default RedHat installation. SAP offers the required RPMs as download from their FTP-server (which is only accessible if you are a customer with OSS-access). See note 0171356 for a list of RPMs you need. It is also possible to just create appropriate links (for example from de_DE and en_US ), but I would not recommend this for a production system (so far it worked with the IDES system without any problems, though). The following locales are needed: de_DE.ISO-8859-1 en_US.ISO-8859-1 Create the links like this: &prompt.root; cd /compat/linux/usr/share/locale &prompt.root; ln -s de_DE de_DE.ISO-8859-1 &prompt.root; ln -s en_US en_US.ISO-8859-1 If they are not present, there will be some problems during the installation. If these are then subsequently ignored (by setting the status of the offending steps to OK in file CENTRDB.R3S), it will be impossible to log onto the SAP-system without some additional effort. Kernel Tuning kernel tuning SAP R/3 Systems need a lot of resources. I therefore added the following parameters to my kernel config-file: # Set these for memory pigs (SAP and Oracle): options MAXDSIZ="(1024*1024*1024)" options DFLDSIZ="(1024*1024*1024)" # System V options needed. options SYSVSHM #SYSV-style shared memory options SHMMAXPGS=262144 #max amount of shared mem. pages #options SHMMAXPGS=393216 #use this for the 46C inst.parameters options SHMMNI=256 #max number of shared memory ident if. options SHMSEG=100 #max shared mem.segs per process options SYSVMSG #SYSV-style message queues options MSGSEG=32767 #max num. of mes.segments in system options MSGSSZ=32 #size of msg-seg. MUST be power of 2 options MSGMNB=65535 #max char. per message queue options MSGTQL=2046 #max amount of msgs in system options SYSVSEM #SYSV-style semaphores options SEMMNU=256 #number of semaphore UNDO structures options SEMMNS=1024 #number of semaphores in system options SEMMNI=520 #number of semaphore indentifiers options SEMUME=100 #number of UNDO keys The minimum values are specified in the documentation that comes from SAP. As there is no description for Linux, see the HP-UX-section (32-bit) for further information. As the system for the 4.6C SR2 installation has more main memory, the shared segments can be larger both for SAP and Oracle, therefore choose a larger number of shared memory pages. With the default installation of FreeBSD 4.5 on x386, leave MAXDSIZ and DFLDSIZ at 1GB maximum. Otherwise, strange errors like ORA-27102: out of memory and Linux Error: 12: Cannot allocate memory might happen. Installing SAP R/3 Preparing SAP CDROMs There are many CDROMs to mount and unmount during the installation. Assuming you have enough CDROM-drives, you can just mount them all. I decided to copy the CDROM contents to corresponding directories: /oracle/<SID>/sapreorg/<cd-name> where <cd-name> was one of KERNEL, RDBMS, EXPORT1, EXPORT2, EXPORT3, EXPORT4, EXPORT5 and EXPORT6 for the 4.6B/IDES-installation, and KERNEL, RDBMS, DISK1, DISK2, DISK3, DISK4 and LANG for the 4.6C SR2-installation. All the filenames on the mounted CDs should be in capital letters, otherwise use the -g option for mounting. So use the following commands: &prompt.root; mount_cd9660 -g /dev/cd0a /mnt &prompt.root; cp -R /mnt/* /oracle/<SID>/sapreorg/<cd-name> &prompt.root; umount /mnt Running the install-script First you have to prepare an install-directory: &prompt.root; cd /oracle/<SID>/sapreorg &prompt.root; mkdir install &prompt.root; cd install Then the install-script is started, which will copy nearly all the relevant files into the install-directory: &prompt.root; /oracle/<SID>/sapreorg/KERNEL/UNIX/INSTTOOL.SH The IDES-Installation (4.6B) comes with a fully customized SAP R/3 Demo-System, so there are six instead of just three EXPORT-CDs. At this point the installation template CENTRDB.R3S is for installing a standard central instance (R/3 and Database), not the IDES central instance, so one needs to copy the corresponding CENTRDB.R3S from the EXPORT1 directory, otherwise R3SETUP will only ask for three EXPORT-CDs. The newer SAP 4.6C SR2-release comes with four EXPORT-CDs. The parameter-file that controls the installation-steps is CENTRAL.R3S. Contrary to earlier releases there are no separate installation templates for a central instance with or without database. SAP is using a separate template for DB-installation. To restart the installation later it is however sufficient to restart with the original file. During and after installation, SAP requires hostname to return the computer name only, not the fully qualified domain name. So either set the hostname accordingly, or set an alias with alias hostname='hostname -s' for both ora<sid> and <sid>adm (and for root at least during installation steps performed as root). It is also possible to adjust the installed profile- and login-scripts of both users that are installed during SAP-installation. Start R3SETUP 4.6B Make sure LD_LIBRARY_PATH is set correctly: &prompt.root; export LD_LIBRARY_PATH=/oracle/IDS/lib:/sapmnt/IDS/exe:/oracle/805_32/lib Start R3SETUP as root from installation directory: &prompt.root; cd /oracle/IDS/sapreorg/install &prompt.root; ./R3SETUP -f CENTRDB.R3S The script then asks some questions (defaults in brackets, followed by actual input): Question Default Input Enter SAP System ID [C11] IDS<ret> Enter SAP Instance Number [00] <ret> Enter SAPMOUNT Directory [/sapmnt] <ret> Enter name of SAP central host [troubadix.domain.de] <ret> Enter name of SAP db host [troubadix] <ret> Select character set [1] (WE8DEC) <ret> Enter Oracle server version (1) Oracle 8.0.5, (2) Oracle 8.0.6, (3) Oracle 8.1.5, (4) Oracle 8.1.6 1<ret> Extract Oracle Client archive [1] (Yes, extract) <ret> Enter path to KERNEL CD [/sapcd] /oracle/IDS/sapreorg/KERNEL Enter path to RDBMS CD [/sapcd] /oracle/IDS/sapreorg/RDBMS Enter path to EXPORT1 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT1 Directory to copy EXPORT1 CD [/oracle/IDS/sapreorg/CD4_DIR] <ret> Enter path to EXPORT2 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT2 Directory to copy EXPORT2 CD [/oracle/IDS/sapreorg/CD5_DIR] <ret> Enter path to EXPORT3 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT3 Directory to copy EXPORT3 CD [/oracle/IDS/sapreorg/CD6_DIR] <ret> Enter path to EXPORT4 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT4 Directory to copy EXPORT4 CD [/oracle/IDS/sapreorg/CD7_DIR] <ret> Enter path to EXPORT5 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT5 Directory to copy EXPORT5 CD [/oracle/IDS/sapreorg/CD8_DIR] <ret> Enter path to EXPORT6 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT6 Directory to copy EXPORT6 CD [/oracle/IDS/sapreorg/CD9_DIR] <ret> Enter amount of RAM for SAP + DB 850<ret> (in Megabytes) Service Entry Message Server [3600] <ret> Enter Group-ID of sapsys [101] <ret> Enter Group-ID of oper [102] <ret> Enter Group-ID of dba [100] <ret> Enter User-ID of <sid>adm [1000] <ret> Enter User-ID of ora<sid> [1002] <ret> Number of parallel procs [2] <ret> If you had not copied the CDs to the different locations, then the SAP-Installer cannot find the CD needed (identified by the LABEL.ASC-File on CD) and would then ask you to insert and mount the CD and confirm or enter the mount path. The CENTRDB.R3S might not be error-free. In my case, it requested EXPORT4 again (but indicated the correct key (6_LOCATION, then 7_LOCATION etc.), so one can just continue with entering the correct values. Do not get irritated. Apart from some problems mentioned below, everything should go straight through up to the point where the Oracle database software needs to be installed. Start R3SETUP 4.6C SR2 Make sure LD_LIBRARY_PATH is set correctly. This is a different value from the 4.6B installation with Oracle 8.0.5: &prompt.root; export LD_LIBRARY_PATH=/sapmnt/PRD/exe:/oracle/PRD/817_32/lib Start R3SETUP as user root from installation directory: &prompt.root; cd /oracle/PRD/sapreorg/install &prompt.root; ./R3SETUP -f CENTRAL.R3S The script then asks some questions (defaults in brackets, followed by actual input): Question Default Input Enter SAP System ID [C11] PRD<ret> Enter SAP Instance Number [00] <ret> Enter SAPMOUNT Directory [/sapmnt] <ret> Enter name of SAP central host [majestix] <ret> Enter Database System ID [PRD] PRD<ret> Enter name of SAP db host [majestix] <ret> Select character set [1] (WE8DEC) <ret> Enter Oracle server version (2) Oracle 8.1.7 2<ret> Extract Oracle Client archive [1] (Yes, extract) <ret> Enter path to KERNEL CD [/sapcd] /oracle/PRD/sapreorg/KERNEL Enter amount of RAM for SAP + DB 2044 1800<ret> (in Megabytes) Service Entry Message Server [3600] <ret> Enter Group-ID of sapsys [100] <ret> Enter Group-ID of oper [101] <ret> Enter Group-ID of dba [102] <ret> Enter User-ID of oraprd [1002] <ret> Enter User-ID of prdadm [1000] <ret> LDAP support 3<ret> (no support) Installation step completed [1] (continue) <ret> Choose installation service [1] (DB inst,file) <ret> So far, creation of users gives an error during installation in phases OSUSERDBSID_IND_ORA (for creating user ora<sid>) and OSUSERSIDADM_IND_ORA (creating user <sid>adm). Apart from some problems mentioned below, everything should go straight through up to the point where the Oracle database software needs to be installed. Installing Oracle 8.0.5 Please see the corresponding SAP-Notes and Oracle Readmes regarding Linux and Oracle DB for possible problems. Most if not all problems stem from incompatible libraries For more information on installing Oracle, refer to the Installing Oracle chapter. Installing the Oracle 8.0.5 with orainst If Oracle 8.0.5 is to be used, some additional libraries are needed for successfully relinking, as Oracle 8.0.5 was linked with an old glibc (RedHat 6.0), but RedHat 6.1 already uses a new glibc. So you have to install the following additional packages to ensure that linking will work: compat-libs-5.2-2.i386.rpm compat-glibc-5.2-2.0.7.2.i386.rpm compat-egcs-5.2-1.0.3a.1.i386.rpm compat-egcs-c++-5.2-1.0.3a.1.i386.rpm compat-binutils-5.2-2.9.1.0.23.1.i386.rpm See the corresponding SAP-Notes or Oracle Readmes for further information. If this is no option (at the time of installation I did not have enough time to check this), one could use the original binaries, or use the relinked binaries from an original RedHat System. For compiling the intelligent agent, the RedHat Tcl package must be installed. If you cannot get tcl-8.0.3-20.i386.rpm, a newer one like tcl-8.0.5-30.i386.rpm for RedHat 6.1 should also do. Apart from relinking, the installation is straightforward: &prompt.root; su - oraids &prompt.root; export TERM=xterm &prompt.root; export ORACLE_TERM=xterm &prompt.root; export ORACLE_HOME=/oracle/IDS &prompt.root; cd /ORACLE_HOME/orainst_sap &prompt.root; ./orainst Confirm all Screens with Enter until the software is installed, except that one has to deselect the Oracle On-Line Text Viewer, as this is not currently available for Linux. Oracle then wants to relink with i386-glibc20-linux-gcc instead of the available gcc, egcs or i386-redhat-linux-gcc . Due to time constrains I decided to use the binaries from an Oracle 8.0.5 PreProduction release, after the first attempt at getting the version from the RDBMS-CD working, failed, and finding and accessing the correct RPMs was a nightmare at that time. Installing the Oracle 8.0.5 Pre-Production release for Linux (Kernel 2.0.33) This installation is quite easy. Mount the CD, start the installer. It will then ask for the location of the Oracle home directory, and copy all binaries there. I did not delete the remains of my previous RDBMS-installation tries, though. Afterwards, Oracle Database could be started with no problems. Installing the Oracle 8.1.7 linux tarball Take the tarball oracle81732.tgz you produced from the installation directory on a linux system and untar it to /oracle/<SID>/817_32/ Continue with SAP R/3 Installation First check the environment settings of users idsamd (<sid>adm) and oraids (ora<sid>). They should now both have the files .profile, .login and .cshrc which are all using hostname. In case the system's hostname is the fully qualified name, you need to change hostname to hostname -s within all three files. Database Load Afterwards, R3SETUP can either be restarted or continued (depending on whether exit was chosen or not). R3SETUP then creates the tablespaces and loads the data (for 46B IDES, from EXPORT1 to EXPORT6, for 46C from DISK1 to DISK4) with R3load into the database. When the database load is finished (might take a few hours), some passwords are requested. For test installations, one can use the well known default passwords (use different ones if security is an issue!): Question Input Enter Password for sapr3 sap<ret> Confirum Password for sapr3 sap<ret> Enter Password for sys change_on_install<ret> Confirm Password for sys change_on_install<ret> Enter Password for system manager<ret> Confirm Password for system manager<ret> At this point I had a few problems with dipgntab during the 4.6B installation. Listener Start the Oracle-Listener as user ora<sid> as follows: &prompt.user; umask 0; lsnrctl start Otherwise you might get ORA-12546 as the sockets will not have the correct permissions. See SAP note 072984. Updating MNLS Tables If you plan to import non-Latin-1 languages into the SAP-System, you have to update the Multi National Language Support tables. This is described in the SAP OSS-Notes 15023 and 45619. Otherwise, you can skip this question during SAP installation. If you don't need MNLS, it is still necessary to check table TCPDB and initializing it if this hasn't been done. See SAP note 0015023 and 0045619 for further information. Post-installation Steps Request SAP R/3 License Key You have to request your SAP R/3 License Key. This is needed, as the temporary license that was installed during installation is only valid for four weeks. First get the hardware key. Log on as user idsadm and call saplicense: &prompt.root; /sapmnt/IDS/exe/saplicense -get Calling saplicense without options gives a list of options. Upon receiving the license key, it can be installed using &prompt.root; /sapmnt/IDS/exe/saplicense -install You are then required to enter the following values: SAP SYSTEM ID = <SID, 3 chars> CUSTOMER KEY = <hardware key, 11 chars> INSTALLATION NO = <installation, 10 digits> EXPIRATION DATE = <yyyymmdd, usually "99991231"> LICENSE KEY = <license key, 24 chars> Creating Users Create a user within client 000 (for some tasks required to be done within client 000, but with a user different from users sap* and ddic). As a username, I usually choose wartung (or service in English). Profiles required are sap_new and sap_all. For additional safety the passwords of default users within all clients should be changed (this includes users sap* and ddic). Configure Transport System, Profile, Operation Modes, Etc. Within client 000, user different from ddic and sap*, do at least the following: Task Transaction Configure Transport System, eg as Stand-Alone Transport Domain Entity STMS Create / Edit Profile for System RZ10 Maintain Operation Modes and Instances RZ04 These and all the other post-installation steps are thoroughly described in SAP installation guides. Edit init<sid>.sap (initIDS.sap) The file /oracle/IDS/dbs/initIDS.sap contains the SAP backup profile. Here the size of the tape to be used, type of compression and so on need to be defined. To get this running with sapdba / brbackup, I changed the following values: compress = hardware archive_function = copy_delete_save cpio_flags = "-ov --format=newc --block-size=128 --quiet" cpio_in_flags = "-iuv --block-size=128 --quiet" tape_size = 38000M tape_address = /dev/nsa0 tape_address_rew = /dev/sa0 Explanations: compress The tape I use is a HP DLT1 which does hardware compression. archive_function This defines the default behavior for saving Oracle archive logs: New logfiles are saved to tape, already saved logfiles are saved again and are then deleted. This prevents lots of trouble if you need to recover the database, and one of the archive-tapes has gone bad. cpio_flags Default is to use -B which sets blocksize to 5120 Bytes. For DLT-Tapes, HP recommends at least 32K blocksize, so I used --block-size=128 for 64K. --format=newc is needed I have inode numbers greater than 65535. The last option --quiet is needed as otherwise brbackup complains as soon as cpio outputs the numbers of blocks saved. cpio_in_flags Flags needed for loading data back from tape. Format is recognized automagically. tape_size This usually gives the raw storage capability of the tape. For security reason (we use hardware compression), the value is slightly lower than the actual value. tape_address The non-rewindable device to be used with cpio. tape_address_rew The rewindable device to be used with cpio. Configuration Issues after Installation The following SAP-parameters should be tuned after installation (examples for IDES 46B, 1GB memory): Name Value ztta/roll_extension 250000000 abap/heap_area_dia 300000000 abap/heap_area_nondia 400000000 em/initial_size_MB 256 em/blocksize_kB 1024 ipc/shm_psize_40 70000000 SAP-Note 0013026: Name Value ztta/dynpro_area 2500000 SAP-Note 0157246: Name Value rdisp/ROLL_MAXFS 16000 rdisp/PG_MAXFS 30000 With the above parameters, on a system with 1 gigabyte of memory, one may find memory consumption similar to: Mem: 547M Active, 305M Inact, 109M Wired, 40M Cache, 112M Buf, 3492K Free Problems During Installation Restart R3SETUP after fixing a problem R3SETUP stops if it encounters an error. If you have looked at the corresponding logfiles and fixed the error, you have to start R3SETUP again, usually selecting REPEAT as option for the last step R3SETUP complained about. To restart R3SETUP, just start it with the corresponding R3S-file: &prompt.root; ./R3SETUP -f CENTRDB.R3S for 4.6B, or with &prompt.root; ./R3SETUP -f CENTRAL.R3S for 4.6C, no matter whether the error occured with CENTRAL.R3s or DATABASE.R3S. At some stages, R3SETUP assumes that both database- and SAP-processes are up and running (as those were steps it already completed). Should errors occur and for example the database could not be started, you have to start both database and SAP by hand after you fixed the errors and before starting R3SETUP again. Don't forget to also start the oracle listener again (as ora<sid> with umask 0; lsnrctl start) if it was also stopped (for example due to a necessary reboot of the system). OSUSERSIDADM_IND_ORA During R3SETUP If R3SETUP complains at this stage, edit the template file R3SETUP used at that time (CENTRDB.R3S (4.6B) or either CENTRAL.R3S or DATABASE.R3S (4.6C)). Locate [OSUSERSIDADM_IND_ORA] or search for the only STATUS=ERROR-entry and edit the following values: HOME=/home/<sid>adm (was empty) STATUS=OK (had status ERROR) Then you can restart R3SETUP again. OSUSERDBSID_IND_ORA During R3SETUP Possibly R3SETUP also complains at this stage. The error here is similar to the one in phase OSUSERSIDADM_IND_ORA. Just edit the template file R3SETUP used at that time (CENTRDB.R3S (4.6B) or either CENTRAL.R3S or DATABASE.R3S (4.6C)). Locate [OSUSERDBSID_IND_ORA] or search for the only STATUS=ERROR-entry and edit the following value in that section: STATUS=OK Then restart R3SETUP. oraview.vrf FILE NOT FOUND During Oracle Installation You have not deselected Oracle On-Line Text Viewer before starting the installation. This is marked for installation even though this option is currently not available for Linux. Deselect this product inside the Oracle installation menu and restart installation. TEXTENV_INVALID During R3SETUP, RFC or SAPGUI Start If this error is encountered, the correct locale is missing. SAP note 0171356 lists the necessary RPMs that need be installed (eg saplocales-1.0-3, saposcheck-1.0-1 for RedHat 6.1). In case you ignored all the related errors and set the corresponding status from ERROR to OK (in CENTRDB.R3S) every time R3SETUP complained and just restarted R3SETUP, the SAP-System will not be properly configured and you will then not be able to connect to the system with a sapgui, even though the system can be started. Trying to connect with the old Linux sapgui gave the following messages: Sat May 5 14:23:14 2001 *** ERROR => no valid userarea given [trgmsgo. 0401] Sat May 5 14:23:22 2001 *** ERROR => ERROR NR 24 occured [trgmsgi. 0410] *** ERROR => Error when generating text environment. [trgmsgi. 0435] *** ERROR => function failed [trgmsgi. 0447] *** ERROR => no socket operation allowed [trxio.c 3363] Speicherzugriffsfehler This behavior is due to SAP R/3 being unable to correctly assign a locale and also not being properly configured itself (missing entries in some database tables). To be able to connect to SAP, add the following entries to file DEFAULT.PFL (see note 0043288): abap/set_etct_env_at_new_mode = 0 install/collate/active = 0 rscp/TCP0B = TCP0B Restart the SAP system. Now you can connect to the system, even though country-specific language settings might not work as expected. After correcting country-settings (and providing the correct locales), these entries can be removed from DEFAULT.PFL and the SAP system can be restarted. ORA-00001 This error only happened with Oracle 8.1.7 on FreeBSD 4.5. The reason was that the Oracle database could not initialize itself properly and crashed, leaving semaphores and shared memory on the system. The next try to start the database then returned ORA-00001. Find them with ipcs -a and remove them with ipcrm. ORA-00445 (background process PMON did not start) This error happened with Oracle 8.1.7. This error is reported if the Database is started with the usual startsap-script (for example startsap_majestix_00) as user prdadm. A possible workaround is to start the database as user oraprd instead with svrmgrl: &prompt.user; svrmgrl SVRMGR> connect internal; SVRMGR> startup; SVRMGR> exit ORA-12546 (start Listener with Correct Permissions) Start the Oracle Listener as user oraids with the following commands: &prompt.root; umask 0; lsnrctl start Otherwise you might get ORA-12546 as the sockets will not have the correct permissions. See SAP note 0072984. ORA-27102 (out of memory) This error happend whilst trying to use values for MAXDSIZ and DFLDSIZ greater than 1GB (1024x1024x1024). Additionally, I got Linux Error 12: Cannot allocate memory. [DIPGNTAB_IND_IND] During R3SETUP In general, see SAP note 0130581 (R3SETUP step DIPGNTAB terminates). During the IDES-specific installation, for some reasons the installation process was not using the proper SAP system name "IDS", but the empty string "" instead. This lead to some minor problems with accessing directories, as the paths are generated dynamically using <SID> (in this case IDS). So instead of accessing: /usr/sap/IDS/SYS/... /usr/sap/IDS/DVMGS00 the following paths were used: /usr/sap//SYS/... /usr/sap/D00 To continue with the installation, I created a link and an additional directory: &prompt.root; pwd /compat/linux/usr/sap &prompt.root; ls -l total 4 drwxr-xr-x 3 idsadm sapsys 512 May 5 11:20 D00 drwxr-x--x 5 idsadm sapsys 512 May 5 11:35 IDS lrwxr-xr-x 1 root sapsys 7 May 5 11:35 SYS -> IDS/SYS drwxrwxr-x 2 idsadm sapsys 512 May 5 13:00 tmp drwxrwxr-x 11 idsadm sapsys 512 May 4 14:20 trans I also found SAP notes (0029227 and 0008401) describing this behavior. I did not encounter any of these problems with the SAP 4.6C-Installation. [RFCRSWBOINI_IND_IND] During R3SETUP During installation of SAP 4.6C, this error was just the result of another error happening earlier during installation. In this case, you have to look through the corresponding logfiles and correct the real problem. If after looking through the logfiles this error is indeed the correct one (check the SAP-notes), you can set STATUS of the offending step from ERROR to OK (file CENTRDB.R3S) and restart R3SETUP. After installation, you have to execute the report RSWBOINS from transaction SE38. See SAP note 0162266 for additional information about phase RFCRSWBOINI and RFCRADDBDIF. [RFCRADDBDIF_IND_IND] During R3SETUP Here the same restrictions apply: Make sure by looking through the logfiles, that this error is not caused by some previous problems. If you can confirm that SAP-Note 0162266 applies, just set STATUS of the offending step from ERROR to OK (file CENTRDB.R3S) and restart R3SETUP. After installation, you have to execute the report RADDBDIF from transaction SE38. sigaction sig31: File size limit exceeded This error occured during start of SAP-processes disp+work. If starting SAP with the startsap-script, subprocesses are then started which detach and do the dirty work of starting all other SAP processes. As a result, the script itself won't notice if something goes wrong. To check whether the SAP processes did start properly, have a look at the process status with ps ax | grep <SID>, which will give you a list of all Oracle- and SAP-processes. If it looks like some processes are missing or if you can't connect to the SAP-System, look at the corresponding logfiles which can be found at /usr/sap/<SID>/DVEBMGS<nr>/work/. The files to look at are dev_ms and dev_disp. Signal 31 happens here if the amount of shared memory used by Oracle and SAP exceed the one defined within the kernel configuration file and could be resolved by using a larger value: # larger value for 46C production systems: options SHMMAXPGS=393216 # smaller value sufficient for 46B: #options SHMMAXPGS=262144 - Start of saposcol failed. + Start of saposcol failed There are some problems with Program saposcol (version 4.6D). The SAP-System is using saposcol to collect data about the system performance. This program is not needed to use the SAP-System, so this problem can be considered a minor one. The older versions (4.6B) does work, but doesn't collect all the data (many calls will just return 0, for example for CPU useage). Advanced Topics If you are curious as to how the Linux binary compatibility works, this is the section you want to read. Most of what follows is based heavily on an email written to &a.chat; by Terry Lambert tlambert@primenet.com (Message ID: <199906020108.SAA07001@usr09.primenet.com>). How Does It Work? execution class loader FreeBSD has an abstraction called an execution class loader. This is a wedge into the &man.execve.2; system call. What happens is that FreeBSD has a list of loaders, instead of a single loader with a fallback to the #! loader for running any shell interpreters or shell scripts. Historically, the only loader on the Unix platform examined the magic number (generally the first 4 or 8 bytes of the file) to see if it was a binary known to the system, and if so, invoked the binary loader. If it was not the binary type for the system, the &man.execve.2; call returned a failure, and the shell attempted to start executing it as shell commands. The assumption was a default of whatever the current shell is. Later, a hack was made for &man.sh.1; to examine the first two characters, and if they were :\n, then it invoked the &man.csh.1; shell instead (we believe SCO first made this hack). What FreeBSD does now is go through a list of loaders, with a generic #! loader that knows about interpreters as the characters which follow to the next whitespace next to last, followed by a fallback to /bin/sh. ELF For the Linux ABI support, FreeBSD sees the magic number as an ELF binary (it makes no distinction between FreeBSD, Solaris, Linux, or any other OS which has an ELF image type, at this point). Solaris The ELF loader looks for a specialized brand, which is a comment section in the ELF image, and which is not present on SVR4/Solaris ELF binaries. For Linux binaries to function, they must be branded as type Linux; from &man.brandelf.1;: &prompt.root; brandelf -t Linux file When this is done, the ELF loader will see the Linux brand on the file. ELF branding When the ELF loader sees the Linux brand, the loader replaces a pointer in the proc structure. All system calls are indexed through this pointer (in a traditional Unix system, this would be the sysent[] structure array, containing the system calls). In addition, the process flagged for special handling of the trap vector for the signal trampoline code, and sever other (minor) fix-ups that are handled by the Linux kernel module. The Linux system call vector contains, among other things, a list of sysent[] entries whose addresses reside in the kernel module. When a system call is called by the Linux binary, the trap code dereferences the system call function pointer off the proc structure, and gets the Linux, not the FreeBSD, system call entry points. In addition, the Linux mode dynamically reroots lookups; this is, in effect, what the union option to FS mounts (not the unionfs!) does. First, an attempt is made to lookup the file in the /compat/linux/original-path directory, then only if that fails, the lookup is done in the /original-path directory. This makes sure that binaries that require other binaries can run (e.g., the Linux toolchain can all run under Linux ABI support). It also means that the Linux binaries can load and exec FreeBSD binaries, if there are no corresponding Linux binaries present, and that you could place a &man.uname.1; command in the /compat/linux directory tree to ensure that the Linux binaries could not tell they were not running on Linux. In effect, there is a Linux kernel in the FreeBSD kernel; the various underlying functions that implement all of the services provided by the kernel are identical to both the FreeBSD system call table entries, and the Linux system call table entries: file system operations, virtual memory operations, signal delivery, System V IPC, etc… The only difference is that FreeBSD binaries get the FreeBSD glue functions, and Linux binaries get the Linux glue functions (most older OS's only had their own glue functions: addresses of functions in a static global sysent[] structure array, instead of addresses of functions dereferenced off a dynamically initialized pointer in the proc structure of the process making the call). Which one is the native FreeBSD ABI? It does not matter. Basically the only difference is that (currently; this could easily be changed in a future release, and probably will be after this) the FreeBSD glue functions are statically linked into the kernel, and the Linux glue functions can be statically linked, or they can be accessed via a kernel module. Yeah, but is this really emulation? No. It is an ABI implementation, not an emulation. There is no emulator (or simulator, to cut off the next question) involved. So why is it sometimes called Linux emulation? To make it hard to sell FreeBSD! Really, it is because the historical implementation was done at a time when there was really no word other than that to describe what was going on; saying that FreeBSD ran Linux binaries was not true, if you did not compile the code in or load a module, and there needed to be a word to describe what was being loaded—hence the Linux emulator. diff --git a/en_US.ISO8859-1/books/handbook/serialcomms/chapter.sgml b/en_US.ISO8859-1/books/handbook/serialcomms/chapter.sgml index fec4415619..85c0b24b0e 100644 --- a/en_US.ISO8859-1/books/handbook/serialcomms/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/serialcomms/chapter.sgml @@ -1,2615 +1,2615 @@ Serial Communications Synopsis serial communications Unix has always had support for serial communications. In fact, the very first Unix machines relied on serial lines for user input and output. Things have changed a lot from the days when the average terminal consisted of a 10-character-per-second serial printer and a keyboard. This chapter will cover some of the ways in which FreeBSD uses serial communications. After reading this chapter, you will know: How to connect terminals to your FreeBSD system. How to use a modem to dial out to remote hosts. How to allow remote users to login to your system with a modem. How to boot your system from a serial console. Before reading this chapter, you should: Know how to configure and install a new kernel (). Understand Unix permissions and processes (). Have access to the technical manual for the serial hardware (modem or multi-port card) that you would like to use with FreeBSD. Introduction Terminology bits-per-second bps Bits per Second — the rate at which data is transmitted DTE DTE Data Terminal Equipment — for example, your computer DCE DCE Data Communications Equipment — your modem RS-232 RS-232C cables EIA standard for hardware serial communications When talking about communications data rates, this section does not use the term baud. Baud refers to the number of electrical state transitions that may be made in a period of time, while bps (bits per second) is the correct term to use (at least it does not seem to bother the curmudgeons quite a much). Cables and Ports To connect a modem or terminal to your FreeBSD system, you will need a serial port on your computer and the proper cable to connect to your serial device. If you are already familiar with your hardware and the cable it requires, you can safely skip this section. Cables There are several different kinds of serial cables. The two most common types for our purposes are null-modem cables and standard ("straight") RS-232 cables. The documentation for your hardware should describe the type of cable required. Null-modem Cables null-modem cable A null-modem cable passes some signals straight through, like signal ground, but switches other signals. For example, the send data pin on one end goes to the receive data pin on the other end. If you like making your own cables, you can construct a null-modem cable for use with terminals. This table shows the RS-232C signal names and the pin numbers on a DB-25 connector. Signal Pin # Pin # Signal TxD 2 connects to 3 RxD RxD 3 connects to 2 TxD DTR 20 connects to 6 DSR DSR 6 connects to 20 DTR SG 7 connects to 7 SG DCD 8 connects to 4 RTS RTS 4 5 CTS CTS 5 connects to 8 DCD For DCD to RTS, connect pins 4 to 5 internally in the connector hood, and then to pin 8 in the remote hood. Standard RS-232C Cables RS-232C cables A standard serial cable passes all the RS-232C signals straight-through. That is, the send data pin on one end of the cable goes to the send data pin on the other end. This is the type of cable to connect a modem to your FreeBSD system, and the type of cable needed for some terminals. Ports Serial ports are the devices through which data is transferred between the FreeBSD host computer and the terminal. This section describes the kinds of ports that exist and how they are addressed in FreeBSD. Kinds of Ports Several kinds of serial ports exist. Before you purchase or construct a cable, you need to make sure it will fit the ports on your terminal and on the FreeBSD system. Most terminals will have DB25 ports. Personal computers, including PCs running FreeBSD, will have DB25 or DB9 ports. If you have a multiport serial card for your PC, you may have RJ-12 or RJ-45 ports. See the documentation that accompanied the hardware for specifications on the kind of port in use. A visual inspection of the port often works too. Port Names In FreeBSD, you access each serial port through an entry in the /dev directory. There are two different kinds of entries: Call-in ports are named /dev/ttydN where N is the port number, starting from zero. Generally, you use the call-in port for terminals. Call-in ports require that the serial line assert the data carrier detect (DCD) signal to work. Call-out ports are named /dev/cuaaN. You usually do not use the call-out port for terminals, just for modems. You may use the call-out port if the serial cable or the terminal does not support the carrier detect signal. If you have connected a terminal to the first serial port (COM1 in MS-DOS), then you want to use /dev/ttyd0 to refer to the terminal. If it is on the second serial port (also known as COM2), it is /dev/ttyd1, and so forth. Kernel Configuration FreeBSD supports four serial ports by default. In the MS-DOS world, these are known as COM1, COM2, COM3, and COM4. FreeBSD currently supports dumb multiport serial interface cards, such as the BocaBoard 1008 and 2016, as well as more intelligent multi-port cards such as those made by Digiboard and Stallion Technologies. However, the default kernel only looks for the standard COM ports. To see if your kernel recognizes any of your serial ports, watch for messages while the kernel is booting, or use the /sbin/dmesg command to replay the kernel's boot messages. In particular, look for messages that start with the characters sio. To view just the messages that have the word sio, use the command: &prompt.root; /sbin/dmesg | grep 'sio' For example, on a system with four serial ports, these are the serial-port specific kernel boot messages: sio0 at 0x3f8-0x3ff irq 4 on isa sio0: type 16550A sio1 at 0x2f8-0x2ff irq 3 on isa sio1: type 16550A sio2 at 0x3e8-0x3ef irq 5 on isa sio2: type 16550A sio3 at 0x2e8-0x2ef irq 9 on isa sio3: type 16550A If your kernel does not recognize all of your serial ports, you will probably need to configure a custom FreeBSD kernel for your system. For detailed information on configuring your kernel, please see . The relevant device lines for your kernel configuration file would look like this: device sio0 at isa? port "IO_COM1" tty irq 4 vector siointr device sio1 at isa? port "IO_COM2" tty irq 3 vector siointr device sio2 at isa? port "IO_COM3" tty irq 5 vector siointr device sio3 at isa? port "IO_COM4" tty irq 9 vector siointr You can comment-out or completely remove lines for devices you do not have. Please see the &man.sio.4; manual page for complete information on how to write configuration lines for multiport boards. Be careful if you are using a configuration file that was previously used for a different version of FreeBSD because the device flags have changed between versions. port "IO_COM1" is a substitution for port 0x3f8, IO_COM2 is 0x2f8, IO_COM3 is 0x3e8, and IO_COM4 is 0x2e8, which are fairly common port addresses for their respective serial ports; interrupts 4, 3, 5, and 9 are fairly common interrupt request lines. Also note that regular serial ports cannot share interrupts on ISA-bus PCs (multiport boards have on-board electronics that allow all the 16550A's on the board to share one or two interrupt request lines). Device Special Files Most devices in the kernel are accessed through device special files, which are located in the /dev directory. The sio devices are accessed through the /dev/ttydN (dial-in) and /dev/cuaaN (call-out) devices. FreeBSD also provides initialization devices (/dev/ttyidN and /dev/cuai0N) and locking devices (/dev/ttyldN and /dev/cual0N). The initialization devices are used to initialize communications port parameters each time a port is opened, such as crtscts for modems which use RTS/CTS signaling for flow control. The locking devices are used to lock flags on ports to prevent users or programs changing certain parameters; see the manual pages &man.termios.4;, &man.sio.4;, and &man.stty.1; for information on the terminal settings, locking and initializing devices, and setting terminal options, respectively. Making Device Special Files FreeBSD 5.0 includes the devfs filesystem which automatically creates device nodes as needed. If you are running a version of FreeBSD with devfs enabled then you can safely skip this section. A shell script called MAKEDEV in the /dev directory manages the device special files. To use MAKEDEV to make dial-up device special files for COM1 (port 0), cd to /dev and issue the command MAKEDEV ttyd0. Likewise, to make dial-up device special files for COM2 (port 1), use MAKEDEV ttyd1. MAKEDEV not only creates the /dev/ttydN device special files, but also the /dev/cuaaN, /dev/cuaiaN, /dev/cualaN, /dev/ttyldN, and /dev/ttyidN nodes. After making new device special files, be sure to check the permissions on the files (especially the /dev/cua* files) to make sure that only users who should have access to those device special files can read and write on them — you probably do not want to allow your average user to use your modems to dial-out. The default permissions on the /dev/cua* files should be sufficient: crw-rw---- 1 uucp dialer 28, 129 Feb 15 14:38 /dev/cuaa1 crw-rw---- 1 uucp dialer 28, 161 Feb 15 14:38 /dev/cuaia1 crw-rw---- 1 uucp dialer 28, 193 Feb 15 14:38 /dev/cuala1 These permissions allow the user uucp and users in the group dialer to use the call-out devices. Serial Port Configuration ttyd cuaa The ttydN (or cuaaN) device is the regular device you will want to open for your applications. When a process opens the device, it will have a default set of terminal I/O settings. You can see these settings with the command &prompt.root; stty -a -f /dev/ttyd1 When you change the settings to this device, the settings are in effect until the device is closed. When it is reopened, it goes back to the default set. To make changes to the default set, you can open and adjust the settings of the initial state device. For example, to turn on mode, 8 bit communication, and flow control by default for ttyd5, type: &prompt.root; stty -f /dev/ttyid5 clocal cs8 ixon ixoff rc files rc.serial System-wide initialization of the serial devices is controlled in /etc/rc.serial. This file affects the default settings of serial devices. To prevent certain settings from being changed by an application, make adjustments to the lock state device. For example, to lock the speed of ttyd5 to 57600 bps, type: &prompt.root; stty -f /dev/ttyld5 57600 Now, an application that opens ttyd5 and tries to change the speed of the port will be stuck with 57600 bps. MAKEDEV Naturally, you should make the initial state and lock state devices writable only by the root account. Sean Kelly Contributed by Terminals terminals Terminals provide a convenient and low-cost way to access your FreeBSD system when you are not at the computer's console or on a connected network. This section describes how to use terminals with FreeBSD. Uses and Types of Terminals The original Unix systems did not have consoles. Instead, people logged in and ran programs through terminals that were connected to the computer's serial ports. It is quite similar to using a modem and terminal software to dial into a remote system to do text-only work. Today's PCs have consoles capable of high quality graphics, but the ability to establish a login session on a serial port still exists in nearly every Unix-style operating system today; FreeBSD is no exception. By using a terminal attached to an unused serial port, you can log in and run any text program that you would normally run on the console or in an xterm window in the X Window System. For the business user, you can attach many terminals to a FreeBSD system and place them on your employees' desktops. For a home user, a spare computer such as an older IBM PC or a Macintosh can be a terminal wired into a more powerful computer running FreeBSD. You can turn what might otherwise be a single-user computer into a powerful multiple user system. For FreeBSD, there are three kinds of terminals: Dumb terminals PCs acting as terminals X terminals The remaining subsections describe each kind. Dumb Terminals Dumb terminals are specialized pieces of hardware that let you connect to computers over serial lines. They are called dumb because they have only enough computational power to display, send, and receive text. You cannot run any programs on them. It is the computer to which you connect them that has all the power to run text editors, compilers, email, games, and so forth. There are hundreds of kinds of dumb terminals made by many manufacturers, including Digital Equipment Corporation's VT-100 and Wyse's WY-75. Just about any kind will work with FreeBSD. Some high-end terminals can even display graphics, but only certain software packages can take advantage of these advanced features. Dumb terminals are popular in work environments where workers do not need access to graphic applications such as those provided by the X Window System. PCs Acting As Terminals If a dumb terminal has just enough ability to display, send, and receive text, then certainly any spare personal computer can be a dumb terminal. All you need is the proper cable and some terminal emulation software to run on the computer. Such a configuration is popular in homes. For example, if your spouse is busy working on your FreeBSD system's console, you can do some text-only work at the same time from a less powerful personal computer hooked up as a terminal to the FreeBSD system. X Terminals X terminals are the most sophisticated kind of terminal available. Instead of connecting to a serial port, they usually connect to a network like Ethernet. Instead of being relegated to text-only applications, they can display any X application. We introduce X terminals just for the sake of completeness. However, this chapter does not cover setup, configuration, or use of X terminals. Configuration This section describes what you need to configure on your FreeBSD system to enable a login session on a terminal. It assumes you have already configured your kernel to support the serial port to which the terminal is connected—and that you have connected it. Recall from that the init process is responsible for all process control and initialization at system startup. One of the tasks performed by init is to read the /etc/ttys file and start a getty process on the available terminals. The getty process is responsible for reading a login name and starting the login program. Thus, to configure terminals for your FreeBSD system the following steps should be taken as root: Add a line to /etc/ttys for the entry in the /dev directory for the serial port if it is not already there. Specify that /usr/libexec/getty be run on the port, and specify the appropriate getty type from the /etc/gettytab file. Specify the default terminal type. Set the port to on. Specify whether the port should be secure. Force init to reread the /etc/ttys file. As an optional step, you may wish to create a custom getty type for use in step 2 by making an entry in /etc/gettytab. This chapter does not explain how to do so; you are encouraged to see the &man.gettytab.5; and the &man.getty.8; manual pages for more information. Adding an Entry to <filename>/etc/ttys</filename> The /etc/ttys file lists all of the ports on your FreeBSD system where you want to allow logins. For example, the first virtual console ttyv0 has an entry in this file. You can log in on the console using this entry. This file also contains entries for the other virtual consoles, serial ports, and pseudo-ttys. For a hardwired terminal, just list the serial port's /dev entry without the /dev part (for example, /dev/ttyv0 would be listed as ttyv0). A default FreeBSD install includes an /etc/ttys file with support for the first four serial ports: ttyd0 through ttyd3. If you are attaching a terminal to one of those ports, you do not need to add another entry. Adding Terminal Entries to <filename>/etc/ttys</filename> Suppose we would like to connect two terminals to the system: a Wyse-50 and an old 286 IBM PC running Procomm terminal software emulating a VT-100 terminal. We connect the Wyse to the second serial port and the 286 to the sixth serial port (a port on a multiport serial card). The corresponding entries in the /etc/ttys file would look like this: ttyd1 "/usr/libexec/getty std.38400" wy50 on insecure ttyd5 "/usr/libexec/getty std.19200" vt100 on insecure The first field normally specifies the name of the terminal special file as it is found in /dev. The second field is the command to execute for this line, which is usually &man.getty.8;. getty initializes and opens the line, sets the speed, prompts for a user name and then executes the &man.login.1; program. The getty program accepts one (optional) parameter on its command line, the getty type. A getty type tells about characteristics on the terminal line, like bps rate and parity. The getty program reads these characteristics from the file /etc/gettytab. The file /etc/gettytab contains lots of entries for terminal lines both old and new. In almost all cases, the entries that start with the text std will work for hardwired terminals. These entries ignore parity. There is a std entry for each bps rate from 110 to 115200. Of course, you can add your own entries to this file. The &man.gettytab.5; manual page provides more information. When setting the getty type in the /etc/ttys file, make sure that the communications settings on the terminal match. For our example, the Wyse-50 uses no parity and connects at 38400 bps. The 286 PC uses no parity and connects at 19200 bps. The third field is the type of terminal usually connected to that tty line. For dial-up ports, unknown or dialup is typically used in this field since users may dial up with practically any type of terminal or software. For hardwired terminals, the terminal type does not change, so you can put a real terminal type from the &man.termcap.5; database file in this field. For our example, the Wyse-50 uses the real terminal type while the 286 PC running Procomm will be set to emulate at VT-100. The fourth field specifies if the port should be enabled. Putting on here will have the init process start the program in the second field, getty. If you put off in this field, there will be no getty, and hence no logins on the port. The final field is used to specify whether the port is secure. Marking a port as secure means that you trust it enough to allow the root account (or any account with a user ID of 0) to login from that port. Insecure ports do not allow root logins. On an insecure port, users must login from unprivileged accounts and then use &man.su.1; or a similar mechanism to gain superuser privileges. It is highly recommended that you use insecure even for terminals that are behind locked doors. It is quite easy to login and use su if you need superuser privileges. Force <command>init</command> to Reread <filename>/etc/ttys</filename> After making the necessary changes to the /etc/ttys file you should send a SIGHUP (hangup) signal to the init process to force it to re-read its configuration file. For example: &prompt.root; kill -HUP 1 init is always the first process run on a system, therefore it will always have PID 1. If everything is set up correctly, all cables are in place, and the terminals are powered up, then a getty process should be running on each terminal and you should see login prompts on your terminals at this point. Troubleshooting Your Connection Even with the most meticulous attention to detail, something could still go wrong while setting up a terminal. Here is a list of symptoms and some suggested fixes. No login prompt appears Make sure the terminal is plugged in and powered up. If it is a personal computer acting as a terminal, make sure it is running terminal emulation software on the correct serial port. Make sure the cable is connected firmly to both the terminal and the FreeBSD computer. Make sure it is the right kind of cable. Make sure the terminal and FreeBSD agree on the bps rate and parity settings. If you have a video display terminal, make sure the contrast and brightness controls are turned up. If it is a printing terminal, make sure paper and ink are in good supply. Make sure that a getty process is running and serving the terminal. For example, to get a list of running getty processes with ps, type: &prompt.root; ps -axww|grep getty You should see an entry for the terminal. For example, the following display shows that a getty is running on the second serial port ttyd1 and is using the std.38400 entry in /etc/gettytab: 22189 d1 Is+ 0:00.03 /usr/libexec/getty std.38400 ttyd1 If no getty process is running, make sure you have enabled the port in /etc/ttys. Also remember to run kill -HUP 1 after modifying the ttys file. Garbage appears instead of a login prompt Make sure the terminal and FreeBSD agree on the bps rate and parity settings. Check the getty processes to make sure the correct getty type is in use. If not, edit /etc/ttys and run kill -HUP 1. Characters appear doubled; the password appears when typed Switch the terminal (or the terminal emulation software) from half duplex or local echo to full duplex. Guy Helmer Contributed by Sean Kelly Additions by Dial-in Service dial-in service Configuring your FreeBSD system for dial-in service is very similar to connecting terminals except that you are dealing with modems instead of terminals. External vs. Internal Modems External modems seem to be more convenient for dial-up, because external modems often can be semi-permanently configured via parameters stored in non-volatile RAM and they usually provide lighted indicators that display the state of important RS-232 signals. Blinking lights impress visitors, but lights are also very useful to see whether a modem is operating properly. Internal modems usually lack non-volatile RAM, so their configuration may be limited only to setting DIP switches. If your internal modem has any signal indicator lights, it is probably difficult to view the lights when the system's cover is in place. Modems and Cables modem If you are using an external modem, then you will of course need the proper cable. A standard RS-232C serial cable should suffice as long as all of the normal signals are wired: Transmitted Data (SD) Received Data (RD) Request to Send (RTS) Clear to Send (CTS) Data Set Ready (DSR) Data Terminal Ready (DTR) Carrier Detect (CD) Signal Ground (SG) FreeBSD needs the RTS and CTS signals for flow-control at speeds above 2400bps, the CD signal to detect when a call has been answered or the line has been hung up, and the DTR signal to reset the modem after a session is complete. Some cables are wired without all of the needed signals, so if you have problems, such as a login session not going away when the line hangs up, you may have a problem with your cable. Like other Unix-like operating systems, FreeBSD uses the hardware signals to find out when a call has been answered or a line has been hung up and to hangup and reset the modem after a call. FreeBSD avoids sending commands to the modem or watching for status reports from the modem. If you are familiar with connecting modems to PC-based bulletin board systems, this may seem awkward. Serial Interface Considerations FreeBSD supports NS8250-, NS16450-, NS16550-, and NS16550A-based EIA RS-232C (CCITT V.24) communications interfaces. The 8250 and 16450 devices have single-character buffers. The 16550 device provides a 16-character buffer, which allows for better system performance. (Bugs in plain 16550's prevent the use of the 16-character buffer, so use 16550A's if possible). Because single-character-buffer devices require more work by the operating system than the 16-character-buffer devices, 16550A-based serial interface cards are much preferred. If the system has many active serial ports or will have a heavy load, 16550A-based cards are better for low-error-rate communications. Quick Overview getty As with terminals, init spawns a getty process for each configured serial port for dial-in connections. For example, if a modem is attached to /dev/ttyd0, the command ps ax might show this: 4850 ?? I 0:00.09 /usr/libexec/getty V19200 ttyd0 When a user dials the modem's line and the modems connect, the CD (Carrier Detect) line is reported by the modem. The kernel notices that carrier has been detected and completes getty's open of the port. getty sends a login: prompt at the specified initial line speed. getty watches to see if legitimate characters are received, and, in a typical configuration, if it finds junk (probably due to the modem's connection speed being different than getty's speed), getty tries adjusting the line speeds until it receives reasonable characters. /usr/bin/login After the user enters his/her login name, getty executes /usr/bin/login, which completes the login by asking for the user's password and then starting the user's shell. Configuration Files There are three system configuration files in the /etc directory that you will probably need to edit to allow dial-up access to your FreeBSD system. The first, /etc/gettytab, contains configuration information for the /usr/libexec/getty daemon. Second, /etc/ttys holds information that tells /sbin/init what tty devices should have getty processes running on them. Lastly, you can place port initialization commands in the /etc/rc.serial script. There are two schools of thought regarding dial-up modems on Unix. One group likes to configure their modems and systems so that no matter at what speed a remote user dials in, the local computer-to-modem RS-232 interface runs at a locked speed. The benefit of this configuration is that the remote user always sees a system login prompt immediately. The downside is that the system does not know what a user's true data rate is, so full-screen programs like Emacs will not adjust their screen-painting methods to make their response better for slower connections. The other school configures their modems' RS-232 interface to vary its speed based on the remote user's connection speed. For example, V.32bis (14.4 Kbps) connections to the modem might make the modem run its RS-232 interface at 19.2 Kbps, while 2400 bps connections make the modem's RS-232 interface run at 2400 bps. Because getty does not understand any particular modem's connection speed reporting, getty gives a login: message at an initial speed and watches the characters that come back in response. If the user sees junk, it is assumed that they know they should press the Enter key until they see a recognizable prompt. If the data rates do not match, getty sees anything the user types as junk, tries going to the next speed and gives the login: prompt again. This procedure can continue ad nauseam, but normally only takes a keystroke or two before the user sees a good prompt. Obviously, this login sequence does not look as clean as the former locked-speed method, but a user on a low-speed connection should receive better interactive response from full-screen programs. This section will try to give balanced configuration information, but is biased towards having the modem's data rate follow the connection rate. <filename>/etc/gettytab</filename> /etc/gettytab /etc/gettytab is a &man.termcap.5;-style file of configuration information for &man.getty.8;. Please see the &man.gettytab.5; manual page for complete information on the format of the file and the list of capabilities. Locked-Speed Config If you are locking your modem's data communications rate at a particular speed, you probably will not need to make any changes to /etc/gettytab. Matching-Speed Config You will need to setup an entry in /etc/gettytab to give getty information about the speeds you wish to use for your modem. If you have a 2400 bps modem, you can probably use the existing D2400 entry. # # Fast dialup terminals, 2400/1200/300 rotary (can start either way) # D2400|d2400|Fast-Dial-2400:\ :nx=D1200:tc=2400-baud: 3|D1200|Fast-Dial-1200:\ :nx=D300:tc=1200-baud: 5|D300|Fast-Dial-300:\ :nx=D2400:tc=300-baud: If you have a higher speed modem, you will probably need to add an entry in /etc/gettytab; here is an entry you could use for a 14.4 Kbps modem with a top interface speed of 19.2 Kbps: # # Additions for a V.32bis Modem # um|V300|High Speed Modem at 300,8-bit:\ :nx=V19200:tc=std.300: un|V1200|High Speed Modem at 1200,8-bit:\ :nx=V300:tc=std.1200: uo|V2400|High Speed Modem at 2400,8-bit:\ :nx=V1200:tc=std.2400: up|V9600|High Speed Modem at 9600,8-bit:\ :nx=V2400:tc=std.9600: uq|V19200|High Speed Modem at 19200,8-bit:\ :nx=V9600:tc=std.19200: This will result in 8-bit, no parity connections. The example above starts the communications rate at 19.2 Kbps (for a V.32bis connection), then cycles through 9600 bps (for V.32), 2400 bps, 1200 bps, 300 bps, and back to 19.2 Kbps. Communications rate cycling is implemented with the nx= (next table) capability. Each of the lines uses a tc= (table continuation) entry to pick up the rest of the standard settings for a particular data rate. If you have a 28.8 Kbps modem and/or you want to take advantage of compression on a 14.4 Kbps modem, you need to use a higher communications rate than 19.2 Kbps. Here is an example of a gettytab entry starting a 57.6 Kbps: # # Additions for a V.32bis or V.34 Modem # Starting at 57.6 Kbps # vm|VH300|Very High Speed Modem at 300,8-bit:\ :nx=VH57600:tc=std.300: vn|VH1200|Very High Speed Modem at 1200,8-bit:\ :nx=VH300:tc=std.1200: vo|VH2400|Very High Speed Modem at 2400,8-bit:\ :nx=VH1200:tc=std.2400: vp|VH9600|Very High Speed Modem at 9600,8-bit:\ :nx=VH2400:tc=std.9600: vq|VH57600|Very High Speed Modem at 57600,8-bit:\ :nx=VH9600:tc=std.57600: If you have a slow CPU or a heavily loaded system and do not have 16550A-based serial ports, you may receive sio silo errors at 57.6 Kbps. <filename>/etc/ttys</filename> /etc/ttys Configuration of the /etc/ttys file was covered in . Configuration for modems is similar but we must pass a different argument to getty and specify a different terminal type. The general format for both locked-speed and matching-speed configurations is: ttyd0 "/usr/libexec/getty xxx" dialup on The first item in the above line is the device special file for this entry — ttyd0 means /dev/ttyd0 is the file that this getty will be watching. The second item, "/usr/libexec/getty xxx" (xxx will be replaced by the initial gettytab capability) is the process init will run on the device. The third item, dialup, is the default terminal type. The fourth parameter, on, indicates to init that the line is operational. There can be a fifth parameter, secure, but it should only be used for terminals which are physically secure (such as the system console). The default terminal type (dialup in the example above) may depend on local preferences. dialup is the traditional default terminal type on dial-up lines so that users may customize their login scripts to notice when the terminal is dialup and automatically adjust their terminal type. However, the author finds it easier at his site to specify vt102 as the default terminal type, since the users just use VT102 emulation on their remote systems. After you have made changes to /etc/ttys, you may send the init process a HUP signal to re-read the file. You can use the command &prompt.root; kill -HUP 1 to send the signal. If this is your first time setting up the system, you may want to wait until your modem(s) are properly configured and connected before signaling init. Locked-Speed Config For a locked-speed configuration, your ttys entry needs to have a fixed-speed entry provided to getty. For a modem whose port speed is locked at 19.2 Kbps, the ttys entry might look like this: ttyd0 "/usr/libexec/getty std.19200" dialup on If your modem is locked at a different data rate, substitute the appropriate value for std.speed instead of std.19200. Make sure that you use a valid type listed in /etc/gettytab. Matching-Speed Config In a matching-speed configuration, your ttys entry needs to reference the appropriate beginning auto-baud (sic) entry in /etc/gettytab. For example, if you added the above suggested entry for a matching-speed modem that starts at 19.2 Kbps (the gettytab entry containing the V19200 starting point), your ttys entry might look like this: ttyd0 "/usr/libexec/getty V19200" dialup on <filename>/etc/rc.serial</filename> rc files rc.serial High-speed modems, like V.32, V.32bis, and V.34 modems, need to use hardware (RTS/CTS) flow control. You can add stty commands to /etc/rc.serial to set the hardware flow control flag in the FreeBSD kernel for the modem ports. For example to set the termios flag crtscts on serial port #1's (COM2) dial-in and dial-out initialization devices, the following lines could be added to /etc/rc.serial: # Serial port initial configuration stty -f /dev/ttyid1 crtscts stty -f /dev/cuai01 crtscts Modem Settings If you have a modem whose parameters may be permanently set in non-volatile RAM, you will need to use a terminal program (such as Telix under MS-DOS or tip under FreeBSD) to set the parameters. Connect to the modem using the same communications speed as the initial speed getty will use and configure the modem's non-volatile RAM to match these requirements: CD asserted when connected DTR asserted for operation; dropping DTR hangs up line and resets modem CTS transmitted data flow control Disable XON/XOFF flow control RTS received data flow control Quiet mode (no result codes) No command echo Please read the documentation for your modem to find out what commands and/or DIP switch settings you need to give it. For example, to set the above parameters on a USRobotics Sportster 14,400 external modem, one could give these commands to the modem: ATZ AT&C1&D2&H1&I0&R2&W You might also want to take this opportunity to adjust other settings in the modem, such as whether it will use V.42bis and/or MNP5 compression. The USR Sportster 14,400 external modem also has some DIP switches that need to be set; for other modems, perhaps you can use these settings as an example: Switch 1: UP — DTR Normal Switch 2: N/A (Verbal Result Codes/Numeric Result Codes) Switch 3: UP — Suppress Result Codes Switch 4: DOWN — No echo, offline commands Switch 5: UP — Auto Answer Switch 6: UP — Carrier Detect Normal Switch 7: UP — Load NVRAM Defaults Switch 8: N/A (Smart Mode/Dumb Mode) Result codes should be disabled/suppressed for dial-up modems to avoid problems that can occur if getty mistakenly gives a login: prompt to a modem that is in command mode and the modem echoes the command or returns a result code. This sequence can result in a extended, silly conversation between getty and the modem. Locked-speed Config For a locked-speed configuration, you will need to configure the modem to maintain a constant modem-to-computer data rate independent of the communications rate. On a USR Sportster 14,400 external modem, these commands will lock the modem-to-computer data rate at the speed used to issue the commands: ATZ AT&B1&W Matching-speed Config For a variable-speed configuration, you will need to configure your modem to adjust its serial port data rate to match the incoming call rate. On a USR Sportster 14,400 external modem, these commands will lock the modem's error-corrected data rate to the speed used to issue the commands, but allow the serial port rate to vary for non-error-corrected connections: ATZ AT&B2&W Checking the Modem's Configuration Most high-speed modems provide commands to view the modem's current operating parameters in a somewhat human-readable fashion. On the USR Sportster 14,400 external modems, the command ATI5 displays the settings that are stored in the non-volatile RAM. To see the true operating parameters of the modem (as influenced by the USR's DIP switch settings), use the commands ATZ and then ATI4. If you have a different brand of modem, check your modem's manual to see how to double-check your modem's configuration parameters. Troubleshooting Here are a few steps you can follow to check out the dial-up modem on your system. Checking out the FreeBSD System Hook up your modem to your FreeBSD system, boot the system, and, if your modem has status indication lights, watch to see whether the modem's DTR indicator lights when the login: prompt appears on the system's console — if it lights up, that should mean that FreeBSD has started a getty process on the appropriate communications port and is waiting for the modem to accept a call. If the DTR indicator does not light, login to the FreeBSD system through the console and issue a ps ax to see if FreeBSD is trying to run a getty process on the correct port. You should see lines like these among the processes displayed: 114 ?? I 0:00.10 /usr/libexec/getty V19200 ttyd0 115 ?? I 0:00.10 /usr/libexec/getty V19200 ttyd1 If you see something different, like this: 114 d0 I 0:00.10 /usr/libexec/getty V19200 ttyd0 and the modem has not accepted a call yet, this means that getty has completed its open on the communications port. This could indicate a problem with the cabling or a mis-configured modem, because getty should not be able to open the communications port until CD (carrier detect) has been asserted by the modem. If you do not see any getty processes waiting to open the desired ttydN port, double-check your entries in /etc/ttys to see if there are any mistakes there. Also, check the log file /var/log/messages to see if there are any log messages from init or getty regarding any problems. If there are any messages, triple-check the configuration files /etc/ttys and /etc/gettytab, as well as the appropriate device special files /dev/ttydN, for any mistakes, missing entries, or missing device special files. Try Dialing In Try dialing into the system; be sure to use 8 bits, no parity, and 1 stop bit on the remote system. If you do not get a prompt right away, or get garbage, try pressing Enter about once per second. If you still do not see a login: prompt after a while, try sending a BREAK. If you are using a high-speed modem to do the dialing, try dialing again after locking the dialing modem's interface speed (via AT&B1 on a USR Sportster, for example). If you still cannot get a login: prompt, check /etc/gettytab again and double-check that The initial capability name specified in /etc/ttys for the line matches a name of a capability in /etc/gettytab Each nx= entry matches another gettytab capability name Each tc= entry matches another gettytab capability name If you dial but the modem on the FreeBSD system will not answer, make sure that the modem is configured to answer the phone when DTR is asserted. If the modem seems to be configured correctly, verify that the DTR line is asserted by checking the modem's indicator lights (if it has any). If you have gone over everything several times and it still does not work, take a break and come back to it later. If it still does not work, perhaps you can send an electronic mail message to the &a.questions;describing your modem and your problem, and the good folks on the list will try to help. Dial-out Service dial-out service The following are tips to getting your host to be able to connect over the modem to another computer. This is appropriate for establishing a terminal session with a remote host. This is useful to log onto a BBS. This kind of connection can be extremely helpful to get a file on the Internet if you have problems with PPP. If you need to FTP something and PPP is broken, use the terminal session to FTP it. Then use zmodem to transfer it to your machine. My Stock Hayes Modem Is Not Supported, What Can I Do? Actually, the manual page for tip is out of date. There is a generic Hayes dialer already built in. Just use at=hayes in your /etc/remote file. The Hayes driver is not smart enough to recognize some of the advanced features of newer modems—messages like BUSY, NO DIALTONE, or CONNECT 115200 will just confuse it. You should turn those messages off when you use tip (using ATX0&W). Also, the dial timeout for tip is 60 seconds. Your modem should use something less, or else tip will think there is a communication problem. Try ATS7=45&W. As shipped, tip does not yet support Hayes modems fully. The solution is to edit the file tipconf.h in the directory /usr/src/usr.bin/tip/tip. Obviously you need the source distribution to do this. Edit the line #define HAYES 0 to #define HAYES 1. Then make and make install. Everything works nicely after that. How Am I Expected to Enter These AT Commands? /etc/remote Make what is called a direct entry in your /etc/remote file. For example, if your modem is hooked up to the first serial port, /dev/cuaa0, then put in the following line: cuaa0:dv=/dev/cuaa0:br#19200:pa=none Use the highest bps rate your modem supports in the br capability. Then, type tip cuaa0 and you will be connected to your modem. If there is no /dev/cuaa0 on your system, do this: &prompt.root; cd /dev &prompt.root; sh MAKEDEV cuaa0 Or use cu as root with the following command: &prompt.root; cu -lline -sspeed line is the serial port (e.g./dev/cuaa0) and speed is the speed (e.g.57600). When you are done entering the AT commands hit ~. to exit. The <literal>@</literal> Sign for the pn Capability Does Not Work! The @ sign in the phone number capability tells tip to look in /etc/phones for a phone number. But the @ sign is also a special character in capability files like /etc/remote. Escape it with a backslash: pn=\@ How Can I Dial a Phone Number on the Command Line? Put what is called a generic entry in your /etc/remote file. For example: tip115200|Dial any phone number at 115200 bps:\ :dv=/dev/cuaa0:br#115200:at=hayes:pa=none:du: tip57600|Dial any phone number at 57600 bps:\ :dv=/dev/cuaa0:br#57600:at=hayes:pa=none:du: Then you can do things like: &prompt.root; tip -115200 5551234 If you prefer cu over tip, use a generic cu entry: cu115200|Use cu to dial any number at 115200bps:\ :dv=/dev/cuaa1:br#57600:at=hayes:pa=none:du: and type: &prompt.root; cu 5551234 -s 115200 Do I Have to Type in the bps Rate Every Time I Do That? Put in an entry for tip1200 or cu1200, but go ahead and use whatever bps rate is appropriate with the br capability. tip thinks a good default is 1200 bps which is why it looks for a tip1200 entry. You do not have to use 1200 bps, though. - I Access a Number of Hosts through a Terminal Server. + I Access a Number of Hosts through a Terminal Server Rather than waiting until you are connected and typing CONNECT <host> each time, use tip's cm capability. For example, these entries in /etc/remote: pain|pain.deep13.com|Forrester's machine:\ :cm=CONNECT pain\n:tc=deep13: muffin|muffin.deep13.com|Frank's machine:\ :cm=CONNECT muffin\n:tc=deep13: deep13:Gizmonics Institute terminal server:\ :dv=/dev/cuaa2:br#38400:at=hayes:du:pa=none:pn=5551234: will let you type tip pain or tip muffin to connect to the hosts pain or muffin, and tip deep13 to get to the terminal server. Can Tip Try More Than one Line for each Site? This is often a problem where a university has several modem lines and several thousand students trying to use them... Make an entry for your university in /etc/remote and use @ for the pn capability: big-university:\ :pn=\@:tc=dialout dialout:\ :dv=/dev/cuaa3:br#9600:at=courier:du:pa=none: Then, list the phone numbers for the university in /etc/phones: big-university 5551111 big-university 5551112 big-university 5551113 big-university 5551114 tip will try each one in the listed order, then give up. If you want to keep retrying, run tip in a while loop. Why Do I Have to Hit <keycombo action="simul"> <keycap>Ctrl</keycap> <keycap>P</keycap> </keycombo> Twice to Send <keycombo action="simul"> <keycap>Ctrl</keycap> <keycap>P</keycap> </keycombo> Once? CtrlP is the default force character, used to tell tip that the next character is literal data. You can set the force character to any other character with the ~s escape, which means set a variable. Type ~sforce=single-char followed by a newline. single-char is any single character. If you leave out single-char, then the force character is the nul character, which you can get by typing Ctrl2 or CtrlSpace . A pretty good value for single-char is Shift Ctrl 6 , which is only used on some terminal servers. You can have the force character be whatever you want by specifying the following in your $HOME/.tiprc file: force=<single-char> Suddenly Everything I Type Is in UPPER CASE?? You must have pressed Ctrl A , tip's raise character, specially designed for people with broken caps-lock keys. Use ~s as above and set the variable raisechar to something reasonable. In fact, you can set it to the same as the force character, if you never expect to use either of these features. Here is a sample .tiprc file perfect for Emacs users who need to type Ctrl2 and CtrlA a lot: force=^^ raisechar=^^ The ^^ is ShiftCtrl6 . How Can I Do File Transfers with <command>tip</command>? If you are talking to another Unix system, you can send and receive files with ~p (put) and ~t (take). These commands run cat and echo on the remote system to accept and send files. The syntax is: ~p local-file remote-file ~t remote-file local-file There is no error checking, so you probably should use another protocol, like zmodem. How Can I Run zmodem with <command>tip</command>? To receive files, start the sending program on the remote end. Then, type ~C rz to begin receiving them locally. To send files, start the receiving program on the remote end. Then, type ~C sz files to send them to the remote system. Kazutaka YOKOTA Contributed by Bill Paul Based on a document by Setting Up the Serial Console serial console Introduction FreeBSD has the ability to boot on a system with only a dumb terminal on a serial port as a console. Such a configuration should be useful for two classes of people: system administrators who wish to install FreeBSD on machines that have no keyboard or monitor attached, and developers who want to debug the kernel or device drivers. As described in , FreeBSD employs a three stage bootstrap. The first two stages are in the boot block code which is stored at the beginning of the FreeBSD slice on the boot disk. The boot block will then load and run the boot loader (/boot/loader) as the third stage code. In order to set up the serial console you must configure the boot block code, the boot loader code and the kernel. Serial Console Configuration Prepare a serial cable. null-modem cable You will need either a null-modem cable or a standard serial cable and a null-modem adapter. See for a discussion on serial cables. Unplug your keyboard. Most PC systems probe for the keyboard during the Power-On Self-Test (POST) and will generate an error if the keyboard is not detected. Some machines complain loudly about the lack of a keyboard and will not continue to boot until it is plugged in. If your computer complains about the error, but boots anyway, then you do not have to do anything special. (Some machines with Phoenix BIOS installed merely say Keyboard failed and continue to boot normally.) If your computer refuses to boot without a keyboard attached then you will have to configure the BIOS so that it ignores this error (if it can). Consult your motherboard's manual for details on how to do this. Setting the keyboard to Not installed in the BIOS setup does not mean that you will not be able to use your keyboard. All this does is tell the BIOS not to probe for a keyboard at power-on, so it will not complain if the keyboard is not plugged in. You can leave the keyboard plugged in even with this flag set to Not installed and the keyboard will still work. If your system has a PS/2 mouse, chances are very good that you may have to unplug your mouse as well as your keyboard. This is because PS/2 mice share some hardware with the keyboard and leaving the mouse plugged in can fool the keyboard probe into thinking the keyboard is still there. It is said that a Gateway 2000 Pentium 90MHz system with an AMI BIOS that behaves this way. In general, this is not a problem since the mouse is not much good without the keyboard anyway. Plug a dumb terminal into COM1 (sio0). If you do not have a dumb terminal, you can use an old PC/XT with a modem program, or the serial port on another Unix box. If you do not have a COM1 (sio0), get one. At this time, there is no way to select a port other than COM1 for the boot blocks without recompiling the boot blocks. If you are already using COM1 for another device, you will have to temporarily remove that device and install a new boot block and kernel once you get FreeBSD up and running. (It is assumed that COM1 will be available on a file/compute/terminal server anyway; if you really need COM1 for something else (and you cannot switch that something else to COM2 (sio1)), then you probably should not even be bothering with all this in the first place.) Make sure the configuration file of your kernel has appropriate flags set for COM1 (sio0). Relevant flags are: 0x10 Enables console support for this unit. The other console flags are ignored unless this is set. Currently, at most one unit can have console support; the first one (in config file order) with this flag set is preferred. This option alone will not make the serial port the console. Set the following flag or use the option described below, together with this flag. 0x20 Forces this unit to be the console (unless there is another higher priority console), regardless of the option discussed below. This flag replaces the COMCONSOLE option in FreeBSD versions 2.X. The flag 0x20 must be used together with the flag. 0x40 Reserves this unit (in conjunction with 0x10) and makes the unit unavailable for normal access. You should not set this flag to the serial port unit which you want to use as the serial console. The only use of this flag is to designate the unit for kernel remote debugging. See The Developer's Handbook for more information on remote debugging. In FreeBSD 4.0 or later the semantics of the flag 0x40 are slightly different and there is another flag to specify a serial port for remote debugging. Example: device sio0 at isa? port "IO_COM1" tty flags 0x10 irq 4 See the &man.sio.4; manual page for more details. If the flags were not set, you need to run UserConfig (on a different console) or recompile the kernel. Create boot.config in the root directory of the a partition on the boot drive. This file will instruct the boot block code how you would like to boot the system. In order to activate the serial console, you need one or more of the following options—if you want multiple options, include them all on the same line: Toggles internal and serial consoles. You can use this to switch console devices. For instance, if you boot from the internal (video) console, you can use to direct the boot loader and the kernel to use the serial port as its console device. Alternatively, if you boot from the serial port, you can use the to tell the boot loader and the kernel to use the video display as the console instead. Toggles single and dual console configurations. In the single configuration the console will be either the internal console (video display) or the serial port, depending on the state of the option above. In the dual console configuration, both the video display and the serial port will become the console at the same time, regardless of the state of the option. However, that the dual console configuration takes effect only during the boot block is running. Once the boot loader gets control, the console specified by the option becomes the only console. Makes the boot block probe the keyboard. If no keyboard is found, the and options are automatically set. Due to space constraints in the current version of the boot blocks, the option is capable of detecting extended keyboards only. Keyboards with less than 101 keys (and without F11 and F12 keys) may not be detected. Keyboards on some laptop computers may not be properly found because of this limitation. If this is the case with your system, you have to abandon using the option. Unfortunately there is no workaround for this problem. Use either the option to select the console automatically, or the option to activate the serial console. You may include other options described in &man.boot.8; as well. The options, except for , will be passed to the boot loader (/boot/loader). The boot loader will determine which of the internal video or the serial port should become the console by examining the state of the option alone. This means that if you specify the option but not the option in /boot.config, you can use the serial port as the console only during the boot block; the boot loader will use the internal video display as the console. Boot the machine. When you start your FreeBSD box, the boot blocks will echo the contents of /boot.config to the console. For example: /boot.config: -P Keyboard: no The second line appears only if you put in /boot.config and indicates presence/absence of the keyboard. These messages go to either serial or internal console, or both, depending on the option in /boot.config. Options Message goes to none internal console serial console serial and internal consoles serial and internal consoles , keyboard present internal console , keyboard absent serial console After the above messages, there will be a small pause before the boot blocks continue loading the boot loader and before any further messages printed to the console. Under normal circumstances, you do not need to interrupt the boot blocks, but you may want to do so in order to make sure things are set up correctly. Hit any key, other than Enter, at the console to interrupt the boot process. The boot blocks will then prompt you for further action. You should now see something like: >> FreeBSD/i386 BOOT Default: 0:wd(0,a)/boot/loader boot: Verify the above message appears on either the serial or internal console or both, according to the options you put in /boot.config. If the message appears in the correct console, hit Enter to continue the boot process. If you want the serial console but you do not see the prompt on the serial terminal, something is wrong with your settings. In the meantime, you enter and hit Enter/Return (if possible) to tell the boot block (and then the boot loader and the kernel) to choose the serial port for the console. Once the system is up, go back and check what went wrong. After the boot loader is loaded and you are in the third stage of the boot process you can still switch between the internal console and the serial console by setting appropriate environment variables in the boot loader. See . Summary Here is the summary of various settings discussed in this section and the console eventually selected. Case 1: You Set the flags to 0x10 for <devicename>sio0</devicename> device sio0 at isa? port "IO_COM1" tty flags 0x10 irq 4 Options in /boot.config Console during boot blocks Console during boot loader Console in kernel nothing internal internal internal serial serial serial serial and internal internal internal serial and internal serial serial , keyboard present internal internal internal , keyboard absent serial and internal serial serial Case 2: You Set the flags to 0x30 for sio0 device sio0 at isa? port "IO_COM1" tty flags 0x30 irq 4 Options in /boot.config Console during boot blocks Console during boot loader Console in kernel nothing internal internal serial serial serial serial serial and internal internal serial serial and internal serial serial , keyboard present internal internal serial , keyboard absent serial and internal serial serial Tips for the Serial Console Setting a Faster Serial Port Speed By default, the serial port settings are: 9600 baud, 8 bits, no parity, and 1 stop bit. If you wish to change the speed, you need to recompile at least the boot blocks. Add the following line to /etc/make.conf and compile new boot blocks: BOOT_COMCONSOLE_SPEED=19200 If the serial console is configured in some other way than by booting with , or if the serial console used by the kernel is different from the one used by the boot blocks, then you must also add the following option to the kernel configuration file and compile a new kernel: options CONSPEED=19200 Using Serial Port Other Than <devicename>sio0</devicename> for the Console Using a port other than sio0 as the console requires some recompiling. If you want to use another serial port for whatever reasons, recompile the boot blocks, the boot loader and the kernel as follows. Get the kernel source. (See ) Edit /etc/make.conf and set BOOT_COMCONSOLE_PORT to the address of the port you want to use (0x3F8, 0x2F8, 0x3E8 or 0x2E8). Only sio0 through sio3 (COM1 through COM4) can be used; multiport serial cards will not work. No interrupt setting is needed. Create a custom kernel configuration file and add appropriate flags for the serial port you want to use. For example, if you want to make sio1 (COM2) the console: device sio1 at isa? port "IO_COM2" tty flags 0x10 irq 3 or device sio1 at isa? port "IO_COM2" tty flags 0x30 irq 3 The console flags for the other serial ports should not be set. Recompile and install the boot blocks: &prompt.root; cd /sys/boot/i386/boot2 &prompt.root; make &prompt.root; make install Recompile and install the boot loader: &prompt.root; cd /sys/boot/i386/loader &prompt.root; make &prompt.root; make install Rebuild and install the kernel. Write the boot blocks to the boot disk with &man.disklabel.8; and boot from the new kernel. Entering the DDB Debugger from the Serial Line If you wish to drop into the kernel debugger from the serial console (useful for remote diagnostics, but also dangerous if you generate a spurious BREAK on the serial port!) then you should compile your kernel with the following options: options BREAK_TO_DEBUGGER options DDB Getting a Login Prompt on the Serial Console While this is not required, you may wish to get a login prompt over the serial line, now that you can see boot messages and can enter the kernel debugging session through the serial console. Here is how to do it. Open the file /etc/ttys with an editor and locate the lines: ttyd0 "/usr/libexec/getty std.9600" unknown off secure ttyd1 "/usr/libexec/getty std.9600" unknown off secure ttyd2 "/usr/libexec/getty std.9600" unknown off secure ttyd3 "/usr/libexec/getty std.9600" unknown off secure ttyd0 through ttyd3 corresponds to COM1 through COM4. Change off to on for the desired port. If you have changed the speed of the serial port, you need to change std.9600 to match the current setting, e.g. std.19200. You may also want to change the terminal type from unknown to the actual type of your serial terminal. After editing the file, you must kill -HUP 1 to make this change take effect. Changing Console from the Boot Loader Previous sections described how to set up the serial console by tweaking the boot block. This section shows that you can specify the console by entering some commands and environment variables in the boot loader. As the boot loader is invoked at the third stage of the boot process, after the boot block, the settings in the boot loader will override the settings in the boot block. Setting up the Serial Console You can easily specify the boot loader and the kernel to use the serial console by writing just one line in /boot/loader.rc: set console=comconsole This will take effect regardless of the settings in the boot block discussed in the previous section. You had better put the above line as the first line of /boot/loader.rc so as to see boot messages on the serial console as early as possible. Likewise, you can specify the internal console as: set console=vidconsole If you do not set the boot loader environment variable console, the boot loader, and subsequently the kernel, will use whichever console indicated by the option in the boot block. In versions 3.2 or later, you may specify the console in /boot/loader.conf.local or /boot/loader.conf, rather than in /boot/loader.rc. In this method your /boot/loader.rc should look like: include /boot/loader.4th start Then, create /boot/loader.conf.local and put the following line there. console=comconsole or console=vidconsole See &man.loader.conf.5; for more information. At the moment, the boot loader has no option equivalent to the option in the boot block, and there is no provision to automatically select the internal console and the serial console based on the presence of the keyboard. Using Serial Port Other than <devicename>sio0</devicename> for the Console You need to recompile the boot loader to use a serial port other than sio0 for the serial console. Follow the procedure described in . Caveats The idea here is to allow people to set up dedicated servers that require no graphics hardware or attached keyboards. Unfortunately, while most systems will let you boot without a keyboard, there are quite a few that will not let you boot without a graphics adapter. Machines with AMI BIOSes can be configured to boot with no graphics adapter installed simply by changing the `graphics adapter' setting in the CMOS configuration to `Not installed.' However, many machines do not support this option and will refuse to boot if you have no display hardware in the system. With these machines, you will have to leave some kind of graphics card plugged in, (even if it is just a junky mono board) although you will not have to attach a monitor into it. You might also try installing an AMI BIOS.