diff --git a/en_US.ISO8859-1/books/handbook/advanced-networking/chapter.sgml b/en_US.ISO8859-1/books/handbook/advanced-networking/chapter.sgml index 37561def6f..9eeb9ffc06 100644 --- a/en_US.ISO8859-1/books/handbook/advanced-networking/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/advanced-networking/chapter.sgml @@ -1,3859 +1,3859 @@ Advanced Networking Synopsis The following chapter will cover some of the more frequently used network services on UNIX systems. This, of course, will pertain to configuring said services on your FreeBSD system. Gateways and Routes Contributed by &a.gryphon;. 6 October 1995. route routing gateway subnet For one machine to be able to find another, there must be a mechanism in place to describe how to get from one to the other. This is called Routing. A route is a defined pair of addresses: a destination and a gateway. The pair indicates that if you are trying to get to this destination, send along through this gateway. There are three types of destinations: individual hosts, subnets, and default. The default route is used if none of the other routes apply. We will talk a little bit more about default routes later on. There are also three types of gateways: individual hosts, interfaces (also called links), and ethernet hardware addresses. An example To illustrate different aspects of routing, we will use the following example which is the output of the command netstat -r: Destination Gateway Flags Refs Use Netif Expire default outside-gw UGSc 37 418 ppp0 localhost localhost UH 0 181 lo0 test0 0:e0:b5:36:cf:4f UHLW 5 63288 ed0 77 10.20.30.255 link#1 UHLW 1 2421 foobar.com link#1 UC 0 0 host1 0:e0:a8:37:8:1e UHLW 3 4601 lo0 host2 0:e0:a8:37:8:1e UHLW 0 5 lo0 => host2.foobar.com link#1 UC 0 0 224 link#1 UC 0 0 default route The first two lines specify the default route (which we will cover in the next section) and the localhost route. loopback device The interface (Netif column) that it specifies to use for localhost is lo0, also known as the loopback device. This says to keep all traffic for this destination internal, rather than sending it out over the LAN, since it will only end up back where it started anyway. Ethernet MAC address The next thing that stands out are the 0:e0:... addresses. These are ethernet hardware addresses. FreeBSD will automatically identify any hosts (test0 in the example) on the local ethernet and add a route for that host, directly to it over the ethernet interface, ed0. There is also a timeout (Expire column) associated with this type of route, which is used if we fail to hear from the host in a specific amount of time. In this case the route will be automatically deleted. These hosts are identified using a mechanism known as RIP (Routing Information Protocol), which figures out routes to local hosts based upon a shortest path determination. subnet FreeBSD will also add subnet routes for the local subnet (10.20.30.255 is the broadcast address for the subnet 10.20.30, and foobar.com is the domain name associated with that subnet). The designation link#1 refers to the first ethernet card in the machine. You will notice no additional interface is specified for those. Both of these groups (local network hosts and local subnets) have their routes automatically configured by a daemon called routed. If this is not run, then only routes which are statically defined (ie. entered explicitly) will exist. The host1 line refers to our host, which it knows by ethernet address. Since we are the sending host, FreeBSD knows to use the loopback interface (lo0) rather than sending it out over the ethernet interface. The two host2 lines are an example of what happens when we use an ifconfig alias (see the section of ethernet for reasons why we would do this). The => symbol after the lo0 interface says that not only are we using the loopback (since this is address also refers to the local host), but specifically it is an alias. Such routes only show up on the host that supports the alias; all other hosts on the local network will simply have a link#1 line for such. The final line (destination subnet 224) deals with MultiCasting, which will be covered in a another section. The other column that we should talk about are the Flags. Each route has different attributes that are described in the column. Below is a short table of some of these flags and their meanings: U Up: The route is active. H Host: The route destination is a single host. G Gateway: Send anything for this destination on to this remote system, which will figure out from there where to send it. S Static: This route was configured manually, not automatically generated by the system. C Clone: Generates a new route based upon this route for machines we connect to. This type of route is normally used for local networks. W WasCloned: Indicated a route that was auto-configured based upon a local area network (Clone) route. L Link: Route involves references to ethernet hardware. Default routes default route When the local system needs to make a connection to remote host, it checks the routing table to determine if a known path exists. If the remote host falls into a subnet that we know how to reach (Cloned routes), then the system checks to see if it can connect along that interface. If all known paths fail, the system has one last option: the default route. This route is a special type of gateway route (usually the only one present in the system), and is always marked with a c in the flags field. For hosts on a local area network, this gateway is set to whatever machine has a direct connection to the outside world (whether via PPP link, or your hardware device attached to a dedicated data line). If you are configuring the default route for a machine which itself is functioning as the gateway to the outside world, then the default route will be the gateway machine at your Internet Service Provider's (ISP) site. Let us look at an example of default routes. This is a common configuration: [Local2] <--ether--> [Local1] <--PPP--> [ISP-Serv] <--ether--> [T1-GW] The hosts Local1 and Local2 are at your site, with the formed being your PPP connection to your ISP's Terminal Server. Your ISP has a local network at their site, which has, among other things, the server where you connect and a hardware device (T1-GW) attached to the ISP's Internet feed. The default routes for each of your machines will be: host default gateway interface Local2 Local1 ethernet Local1 T1-GW PPP A common question is Why (or how) would we set the T1-GW to be the default gateway for Local1, rather than the ISP server it is connected to?. Remember, since the PPP interface is using an address on the ISP's local network for your side of the connection, routes for any other machines on the ISP's local network will be automatically generated. Hence, you will already know how to reach the T1-GW machine, so there is no need for the intermediate step of sending traffic to the ISP server. As a final note, it is common to use the address ...1 as the gateway address for your local network. So (using the same example), if your local class-C address space was 10.20.30 and your ISP was using 10.9.9 then the default routes would be: Local2 (10.20.30.2) --> Local1 (10.20.30.1) Local1 (10.20.30.1, 10.9.9.30) --> T1-GW (10.9.9.1) Dual homed hosts dual homed hosts There is one other type of configuration that we should cover, and that is a host that sits on two different networks. Technically, any machine functioning as a gateway (in the example above, using a PPP connection) counts as a dual-homed host. But the term is really only used to refer to a machine that sits on two local-area networks. In one case, the machine as two ethernet cards, each having an address on the separate subnets. Alternately, the machine may only have one ethernet card, and be using ifconfig aliasing. The former is used if two physically separate ethernet networks are in use, the latter if there is one physical network segment, but two logically separate subnets. Either way, routing tables are set up so that each subnet knows that this machine is the defined gateway (inbound route) to the other subnet. This configuration, with the machine acting as a Bridge between the two subnets, is often used when we need to implement packet filtering or firewall security in either or both directions. Routing propagation routing propogation We have already talked about how we define our routes to the outside world, but not about how the outside world finds us. We already know that routing tables can be set up so that all traffic for a particular address space (in our examples, a class-C subnet) can be sent to a particular host on that network, which will forward the packets inbound. When you get an address space assigned to your site, your service provider will set up their routing tables so that all traffic for your subnet will be sent down your PPP link to your site. But how do sites across the country know to send to your ISP? There is a system (much like the distributed DNS information) that keeps track of all assigned address-spaces, and defines their point of connection to the Internet Backbone. The Backbone are the main trunk lines that carry Internet traffic across the country, and around the world. Each backbone machine has a copy of a master set of tables, which direct traffic for a particular network to a specific backbone carrier, and from there down the chain of service providers until it reaches your network. It is the task of your service provider to advertise to the backbone sites that they are the point of connection (and thus the path inward) for your site. This is known as route propagation. Troubleshooting traceroute Sometimes, there is a problem with routing propagation, and some sites are unable to connect to you. Perhaps the most useful command for trying to figure out where a routing is breaking down is the &man.traceroute.8; command. It is equally useful if you cannot seem to make a connection to a remote machine (i.e. &man.ping.8; fails). The &man.traceroute.8; command is run with the name of the remote host you are trying to connect to. It will show the gateway hosts along the path of the attempt, eventually either reaching the target host, or terminating because of a lack of connection. For more information, see the manual page for &man.traceroute.8;. Bridging Written by Steve Peterson steve@zpfe.com. Introduction IP subnet bridge It is sometimes useful to divide one physical network (i.e., an Ethernet segment) into two separate network segments, without having to create IP subnets and use a router to connect the segments together. A device that connects two networks together in this fashion is called a bridge. and a FreeBSD system with two network interface cards can act as a bridge. The bridge works by learning the MAC layer addresses (i.e., Ethernet addresses) of the devices on each of its network interfaces. It forwards traffic between two networks only when its source and destination are on different networks. In many respects, a bridge is like an Ethernet switch with very few ports. Situations where bridging is appropriate There are two common situations in which a bridge is used today. High traffic on a segment Situation one is where your physical network segment is overloaded with traffic, but you don't want for whatever reason to subnet the network and interconnect the subnets with a router. Let's consider an example of a newspaper where the Editorial and Production departments are on the same subnetwork. The Editorial users all use server A for file service, and the Production users are on server B. An Ethernet is used to connect all users together, and high loads on the network are slowing things down. If the Editorial users could be segregated on one network segment and the Production users on another, the two network segments could be connected with a bridge. Only the network traffic destined for interfaces on the "other" side of the bridge would be sent to the other network, reducing congestion on each network segment. Filtering/traffic shaping firewall firewall IP Masquerading The second common situation is where firewall functionality is needed without IP Masquerading (NAT). An example is a small company that is connected via DSL or ISDN to their ISP. They have a 13 address global IP allocation for their ISP and have 10 PCs on their network. In this situation, using a router-based firewall is difficult because of subnetting issues. router DSL ISDN A bridge-based firewall can be configured and dropped into the path just downstream of their DSL/ISDN router without any IP numbering issues. Configuring a bridge Network interface card selection A bridge requires at least two network cards to function. Unfortunately, not all network interface cards as of FreeBSD 4.0 support bridging. Read &man.bridge.4; for details on the cards that are supported. Install and test the two network cards before continuing. Kernel configuration changes kernel configuration kernel configuration options BRIDGE To enable kernel support for bridging, add the options BRIDGE statement to your kernel configuration file, and rebuild your kernel. Firewall support firewall If you are planning to use the bridge as a firewall, you will need to add the IPFIREWALL option as well. Read for general information on configuring the bridge as a firewall. If you need to allow non-IP packets (such as ARP) to flow through the bridge, there is an undocumented firewall option that must be set. This option is IPFIREWALL_DEFAULT_TO_ACCEPT. Note that this changes the default rule for the firewall to accept any packet. Make sure you know how this changes the meaning of your ruleset before you set it. Traffic shaping support If you want to use the bridge as a traffic shaper, you will need to add the DUMMYNET option to your kernel configuration. Read &man.dummynet.4; for further information. Enabling the bridge Add the line net.link.ether.bridge=1 to /etc/sysctl.conf to enable the bridge at runtime. If you want the bridged packets to be filtered by ipfw, you should also add net.link.ether.bridge_ipfw=1 as well. Performance My bridge/firewall is a Pentium 90 with one 3Com 3C900B and one 3C905B. The protected side of the network runs at 10mbps half duplex and the connection between the bridge and my router (a Cisco 675) runs at 100mbps full duplex. With no filtering enabled, I've found that the bridge adds about 0.4 milliseconds of latency to pings from the protected 10mbps network to the Cisco 675. Other information If you want to be able to telnet into the bridge from the network, it is OK to assign one of the network cards an IP address. The consensus is that assigning both cards an address is a bad idea. If you have multiple bridges on your network, there cannot be more than one path between any two workstations. Technically, this means that there is no support for spanning tree link management. NFS Written by &a.unfurl;, 4 March 2000. NFS Among the many different file systems that FreeBSD supports is a very unique type, the Network File System or NFS. NFS allows you to share directories and files on one machine with one or more other machines via the network they are attached to. Using NFS, users and programs can access files on remote systems as if they were local files. NFS has several benefits: Local workstations don't need as much disk space because commonly used data can be stored on a single machine and still remain accessible to everyone on the network. There is no need for users to have unique home directories on every machine on your network. Once they have an established directory that is available via NFS it can be accessed from anywhere. Storage devices such as floppies and CDROM drives can be used by other machines on the network eliminating the need for extra hardware. How It Works NFS is composed of two sides – a client side and a server side. Think of it as a want/have relationship. The client wants the data that the server side has. The server shares its data with the client. In order for this system to function properly a few processes have to be configured and running properly. The server has to be running the following daemons: NFS server portmap mountd nfsd nfsd - The NFS Daemon which services requests from NFS clients. mountd - The NFS Mount Daemon which actually carries out requests that nfsd passes on to it. portmap - The portmapper daemon which allows NFS clients to find out which port the NFS server is using. The client side only needs to run a single daemon: NFS client nfsiod nfsiod - The NFS async I/O Daemon which services requests from its NFS server. Configuring NFS NFS configuration Luckily for us, on a FreeBSD system this setup is a snap. The processes that need to be running can all be run at boot time with a few modifications to your /etc/rc.conf file. On the NFS server make sure you have: portmap_enable="YES" nfs_server_enable="YES" nfs_server_flags="-u -t -n 4" mountd_flags="-r" mountd is automatically run whenever the NFS server is enabled. The and flags to nfsd tell it to serve UDP and TCP clients. The flag tells nfsd to start 4 copies of itself. On the client, make sure you have: nfs_client_enable="YES" nfs_client_flags="-n 4" Like nfsd, the tells nfsiod to start 4 copies of itself. The last configuration step requires that you create a file called /etc/exports. The exports file specifies which file systems on your server will be shared (a.k.a., exported) and with what clients they will be shared. Each line in the file specifies a file system to be shared. There are a handful of options that can be used in this file but only a few will be mentioned here. You can find out about the rest in the &man.exports.5; man page. Here are a few example /etc/exports entries: NFS exporting filesystems The following line exports /cdrom to three silly machines that have the same domain name as the server (hence the lack of a domain name for each) or have entries in your /etc/hosts file. The flag makes the shared file system read-only. With this flag, the remote system will not be able to make any changes to the shared file system. /cdrom -ro moe larry curly The following line exports /home to three hosts by IP address. This is a useful setup if you have a private network but do not have DNS running. The flag allows all the directories below the specified file system to be exported as well. /home -alldirs 10.0.0.2 10.0.0.3 10.0.0.4 The following line exports /a to two machines that have different domain names than the server. The flag allows the root user on the remote system to write to the shared file system as root. Without the -maproot=0 flag even if someone has root access on the remote system they won't be able to modify files on the shared file system. /a -maproot=0 host.domain.com box.example.com In order for a client to share an exported file system it must have permission to do so. Make sure your client is listed in your /etc/exports file. It's important to remember that you must restart mountd whenever you modify /etc/exports so that your changes take effect. This can be accomplished by sending the hangup signal to the mountd process : &prompt.root; kill -HUP `cat /var/run/mountd.pid` Now that you have made all these changes you can just reboot and let FreeBSD start everything for you at boot time or you can run the following commands as root: On the NFS server: &prompt.root; portmap &prompt.root; nfsd -u -t -n 4 &prompt.root; mountd -r On the NFS client: &prompt.root; nfsiod -n 4 Now you should be ready to actually mount a remote file system. This can be done one of two ways. In these examples the server's name will be server and the client's name will be client. If you just want to temporarily mount a remote file system or just want to test out your config you can run a command like this as root on the client: NFS mounting filesystems &prompt.root; mount server:/home /mnt This will mount /home on the server on /mnt on the client. If everything is setup correctly you should be able to go into /mnt on the client and see all the files that are on the server. If you want to permanently (each time you reboot) mount a remote file system you need to add it to your /etc/fstab file. Here is an example line: server:/home /mnt nfs rw 0 0 Read the &man.fstab.5; man page for more options. Practical Uses There are many very cool uses for NFS. Some of the more common ones are listed below. NFS uses Have several machines on a network and share a CDROM or floppy drive among them. This is cheaper and often more convenient. With so many machines on a network, it gets old having your personal files strewn all over the place. You can have a central NFS server that houses all user home directories and shares them with the rest of the machines on the LAN, so no matter where you log in you will have the same home directory. When you get to reinstalling FreeBSD on one of your machines, NFS is the way to go! Just pop your distribution CDROM into your file server and away you go! Have a common /usr/ports/distfiles directory that all your machines share. That way, when you go to install a port that you've already installed on a different machine, you do not have to download the source all over again! Problems integrating with other systems Contributed by &a.jlind;. Certain Ethernet adapters for ISA PC systems have limitations which can lead to serious network problems, particularly with NFS. This difficulty is not specific to FreeBSD, but FreeBSD systems are affected by it. The problem nearly always occurs when (FreeBSD) PC systems are networked with high-performance workstations, such as those made by Silicon Graphics, Inc., and Sun Microsystems, Inc. The NFS mount will work fine, and some operations may succeed, but suddenly the server will seem to become unresponsive to the client, even though requests to and from other systems continue to be processed. This happens to the client system, whether the client is the FreeBSD system or the workstation. On many systems, there is no way to shut down the client gracefully once this problem has manifested itself. The only solution is often to reset the client, because the NFS situation cannot be resolved. Though the correct solution is to get a higher performance and capacity Ethernet adapter for the FreeBSD system, there is a simple workaround that will allow satisfactory operation. If the FreeBSD system is the server, include the option on the mount from the client. If the FreeBSD system is the client, then mount the NFS file system with the option . These options may be specified using the fourth field of the fstab entry on the client for automatic mounts, or by using the parameter of the mount command for manual mounts. It should be noted that there is a different problem, sometimes mistaken for this one, when the NFS servers and clients are on different networks. If that is the case, make certain that your routers are routing the necessary UDP information, or you will not get anywhere, no matter what else you are doing. In the following examples, fastws is the host (interface) name of a high-performance workstation, and freebox is the host (interface) name of a FreeBSD system with a lower-performance Ethernet adapter. Also, /sharedfs will be the exported NFS filesystem (see man exports), and /project will be the mount point on the client for the exported file system. In all cases, note that additional options, such as or and may be desirable in your application. Examples for the FreeBSD system (freebox) as the client: in /etc/fstab on freebox: fastws:/sharedfs /project nfs rw,-r=1024 0 0 As a manual mount command on freebox: &prompt.root; mount -t nfs -o -r=1024 fastws:/sharedfs /project Examples for the FreeBSD system as the server: in /etc/fstab on fastws: freebox:/sharedfs /project nfs rw,-w=1024 0 0 As a manual mount command on fastws: &prompt.root; mount -t nfs -o -w=1024 freebox:/sharedfs /project Nearly any 16-bit Ethernet adapter will allow operation without the above restrictions on the read or write size. For anyone who cares, here is what happens when the failure occurs, which also explains why it is unrecoverable. NFS typically works with a block size of 8k (though it may do fragments of smaller sizes). Since the maximum Ethernet packet is around 1500 bytes, the NFS block gets split into multiple Ethernet packets, even though it is still a single unit to the upper-level code, and must be received, assembled, and acknowledged as a unit. The high-performance workstations can pump out the packets which comprise the NFS unit one right after the other, just as close together as the standard allows. On the smaller, lower capacity cards, the later packets overrun the earlier packets of the same unit before they can be transferred to the host and the unit as a whole cannot be reconstructed or acknowledged. As a result, the workstation will time out and try again, but it will try again with the entire 8K unit, and the process will be repeated, ad infinitum. By keeping the unit size below the Ethernet packet size limitation, we ensure that any complete Ethernet packet received can be acknowledged individually, avoiding the deadlock situation. Overruns may still occur when a high-performance workstations is slamming data out to a PC system, but with the better cards, such overruns are not guaranteed on NFS units. When an overrun occurs, the units affected will be retransmitted, and there will be a fair chance that they will be received, assembled, and acknowledged. Diskless Operation Contributed by &a.martin;. diskless workstation netboot.com/netboot.rom allow you to boot your FreeBSD machine over the network and run FreeBSD without having a disk on your client. Under 2.0 it is now possible to have local swap. Swapping over NFS is also still supported. Supported Ethernet cards include: Western Digital/SMC 8003, 8013, 8216 and compatibles; NE1000/NE2000 and compatibles (requires recompile) Setup Instructions Find a machine that will be your server. This machine will require enough disk space to hold the FreeBSD 2.0 binaries and have bootp, tftp and NFS services available. Tested machines: HP-UX HP9000/8xx running HP-UX 9.04 or later (pre 9.04 doesn't work) Solaris Sun/Solaris 2.3. (you may need to get bootp) Set up a bootp server to provide the client with IP, gateway, netmask. diskless:\ :ht=ether:\ :ha=0000c01f848a:\ :sm=255.255.255.0:\ :hn:\ :ds=192.1.2.3:\ :ip=192.1.2.4:\ :gw=192.1.2.5:\ :vm=rfc1048: TFTP bootp Set up a TFTP server (on same machine as bootp server) to provide booting information to client. The name of this file is cfg.X.X.X.X (or /tftpboot/cfg.X.X.X.X, it will try both) where X.X.X.X is the IP address of the client. The contents of this file can be any valid netboot commands. Under 2.0, netboot has the following commands: help print help list ip print/set client's IP address server print/set bootp/tftp server address netmask print/set netmask hostname name print/set hostname kernel print/set kernel name rootfs print/set root filesystem swapfs print/set swap filesystem swapsize set diskless swapsize in KBytes diskboot boot from disk autoboot continue boot process trans | turn transceiver on|off flags set boot flags A typical completely diskless cfg file might contain: rootfs 192.1.2.3:/rootfs/myclient swapfs 192.1.2.3:/swapfs swapsize 20000 hostname myclient.mydomain A cfg file for a machine with local swap might contain: rootfs 192.1.2.3:/rootfs/myclient hostname myclient.mydomain Ensure that your NFS server has exported the root (and swap if applicable) filesystems to your client, and that the client has root access to these filesystems A typical /etc/exports file on FreeBSD might look like: /rootfs/myclient -maproot=0:0 myclient.mydomain /swapfs -maproot=0:0 myclient.mydomain And on HP-UX: /rootfs/myclient -root=myclient.mydomain /swapfs -root=myclient.mydomain NFS swapping over If you are swapping over NFS (completely diskless configuration) create a swap file for your client using dd. If your swapfs command has the arguments /swapfs and the size 20000 as in the example above, the swapfile for myclient will be called /swapfs/swap.X.X.X.X where X.X.X.X is the client's IP addr, e.g.: &prompt.root; dd if=/dev/zero of=/swapfs/swap.192.1.2.4 bs=1k count=20000 Also, the client's swap space might contain sensitive information once swapping starts, so make sure to restrict read and write access to this file to prevent unauthorized access: &prompt.root; chmod 0600 /swapfs/swap.192.1.2.4 Unpack the root filesystem in the directory the client will use for its root filesystem (/rootfs/myclient in the example above). On HP-UX systems: The server should be running HP-UX 9.04 or later for HP9000/800 series machines. Prior versions do not allow the creation of device files over NFS. When extracting /dev in /rootfs/myclient, beware that some systems (HPUX) will not create device files that FreeBSD is happy with. You may have to go to single user mode on the first bootup (press control-c during the bootup phase), cd /dev and do a sh ./MAKEDEV all from the client to fix this. Run netboot.com on the client or make an EPROM from the netboot.rom file Using Shared <filename>/</filename> and <filename>/usr</filename> filesystems Although this is not an officially sanctioned or supported way of doing this, some people report that it works quite well. If anyone has any suggestions on how to do this cleanly, please tell &a.doc;. Compiling netboot for specific setups Netboot can be compiled to support NE1000/2000 cards by changing the configuration in /sys/i386/boot/netboot/Makefile. See the comments at the top of this file. ISDN A good resource for information on ISDN technology and hardware is Dan Kegel's ISDN Page. A quick simple road map to ISDN follows: If you live in Europe you might want to investigate the ISDN card section. If you are planning to use ISDN primarily to connect to the Internet with an Internet Provider on a dial-up non-dedicated basis, you might look into Terminal Adapters. This will give you the most flexibility, with the fewest problems, if you change providers. If you are connecting two LANs together, or connecting to the Internet with a dedicated ISDN connection, you might consider the stand alone router/bridge option. Cost is a significant factor in determining what solution you will choose. The following options are listed from least expensive to most expensive. ISDN Cards Contributed by &a.hm;. ISDN cards This section is really only relevant to ISDN users in countries where the DSS1/Q.931 ISDN standard is supported. Some growing number of PC ISDN cards are supported under FreeBSD - 2.2.x and up by the isdn4bsd driver package. It is still under + 2.2.X and up by the isdn4bsd driver package. It is still under development but the reports show that it is successfully used all over Europe. isdn4bsd The latest isdn4bsd version is available from ftp://isdn4bsd@ftp.consol.de/pub/, the main isdn4bsd ftp site (you have to log in as user isdn4bsd , give your mail address as the password and change to the pub directory. Anonymous ftp as user ftp or anonymous will not give the desired result). Isdn4bsd allows you to connect to other ISDN routers using either IP over raw HDLC or by using synchronous PPP. A telephone answering machine application is also available. Many ISDN PC cards are supported, mostly the ones with a Siemens ISDN chipset (ISAC/HSCX), support for other chipsets (from Motorola, Cologne Chip Designs) is currently under development. For an up-to-date list of supported cards, please have a look at the README file. In case you are interested in adding support for a different ISDN protocol, a currently unsupported ISDN PC card or otherwise enhancing isdn4bsd, please get in touch with hm@kts.org. A majordomo maintained mailing list is available. To join the list, send mail to &a.majordomo; and specify: subscribe freebsd-isdn in the body of your message. ISDN Terminal Adapters Terminal adapters(TA), are to ISDN what modems are to regular phone lines. modem Most TA's use the standard hayes modem AT command set, and can be used as a drop in replacement for a modem. A TA will operate basically the same as a modem except connection and throughput speeds will be much faster than your old modem. You will need to configure PPP exactly the same as for a modem setup. Make sure you set your serial speed as high as possible. PPP The main advantage of using a TA to connect to an Internet Provider is that you can do Dynamic PPP. As IP address space becomes more and more scarce, most providers are not willing to provide you with a static IP anymore. Most stand-alone routers are not able to accommodate dynamic IP allocation. TA's completely rely on the PPP daemon that you are running for their features and stability of connection. This allows you to upgrade easily from using a modem to ISDN on a FreeBSD machine, if you already have PPP setup. However, at the same time any problems you experienced with the PPP program and are going to persist. If you want maximum stability, use the kernel PPP option, not the user-land iijPPP. The following TA's are know to work with FreeBSD. Motorola BitSurfer and Bitsurfer Pro Adtran Most other TA's will probably work as well, TA vendors try to make sure their product can accept most of the standard modem AT command set. The real problem with external TA's is like modems you need a good serial card in your computer. You should read the FreeBSD Serial Hardware tutorial for a detailed understanding of serial devices, and the differences between asynchronous and synchronous serial ports. A TA running off a standard PC serial port (asynchronous) limits you to 115.2Kbs, even though you have a 128Kbs connection. To fully utilize the 128Kbs that ISDN is capable of, you must move the TA to a synchronous serial card. Do not be fooled into buying an internal TA and thinking you have avoided the synchronous/asynchronous issue. Internal TA's simply have a standard PC serial port chip built into them. All this will do, is save you having to buy another serial cable, and find another empty electrical socket. A synchronous card with a TA is at least as fast as a stand-alone router, and with a simple 386 FreeBSD box driving it, probably more flexible. The choice of sync/TA v.s. stand-alone router is largely a religious issue. There has been some discussion of this in the mailing lists. I suggest you search the archives for the complete discussion. Stand-alone ISDN Bridges/Routers ISDN stand-alone bridges/routers ISDN bridges or routers are not at all specific to FreeBSD or any other operating system. For a more complete description of routing and bridging technology, please refer to a Networking reference book. In the context of this page, the terms router and bridge will be used interchangeably. As the cost of low end ISDN routers/bridges comes down, it will likely become a more and more popular choice. An ISDN router is a small box that plugs directly into your local Ethernet network(or card), and manages its own connection to the other bridge/router. It has all the software to do PPP and other protocols built in. A router will allow you much faster throughput that a standard TA, since it will be using a full synchronous ISDN connection. The main problem with ISDN routers and bridges is that interoperability between manufacturers can still be a problem. If you are planning to connect to an Internet provider, you should discuss your needs with them. If you are planning to connect two LAN segments together, ie: home LAN to the office LAN, this is the simplest lowest maintenance solution. Since you are buying the equipment for both sides of the connection you can be assured that the link will work. For example to connect a home computer or branch office network to a head office network the following setup could be used. Branch office or Home network 10 base 2 Network uses a bus based topology with 10 base 2 Ethernet ("thinnet"). Connect router to network cable with AUI/10BT transceiver, if necessary. ---Sun workstation | ---FreeBSD box | ---Windows 95 (Do not admit to owning it) | Stand-alone router | ISDN BRI line 10 Base 2 Ethernet If your home/branch office is only one computer you can use a twisted pair crossover cable to connect to the stand-alone router directly. Head office or other LAN 10 base T Network uses a star topology with 10 base T Ethernet ("Twisted Pair"). -------Novell Server | H | | ---Sun | | | U ---FreeBSD | | | ---Windows 95 | B | |___---Stand-alone router | ISDN BRI line ISDN Network Diagram One large advantage of most routers/bridges is that they allow you to have 2 separate independent PPP connections to 2 separate sites at the same time. This is not supported on most TA's, except for specific(expensive) models that have two serial ports. Do not confuse this with channel bonding, MPP etc. This can be very useful feature, for example if you have an dedicated ISDN connection at your office and would like to tap into it, but don't want to get another ISDN line at work. A router at the office location can manage a dedicated B channel connection (64Kbs) to the Internet, as well as a use the other B channel for a separate data connection. The second B channel can be used for dial-in, dial-out or dynamically bond(MPP etc.) with the first B channel for more bandwidth. IPX/SPX An Ethernet bridge will also allow you to transmit more than just IP traffic, you can also send IPX/SPX or whatever other protocols you use. NIS/YP Written by &a.unfurl;, 21 January 2000, enhanced with parts and comments from Eric Ogren eogren@earthlink.net and Udo Erdelhoff ue@nathan.ruhr.de in June 2000. What is it? NIS Solaris HP-UX AIX Linux NetBSD OpenBSD NIS, which stands for Network Information Services, was developed by Sun Microsystems to centralize administration of Unix (originally SunOS) systems. It has now essentially become an industry standard; all major Unices (Solaris, HP-UX, AIX, Linux, NetBSD, OpenBSD, FreeBSD, etc) support NIS. yellow pages (see NIS) NIS was formerly known as Yellow Pages (or yp), but due to copyright violations, Sun was forced to change the name. NIS domains It is a RPC-based client/server system that allows a group of machines within an NIS domain to share a common set of configuration files. This permits a system administrator to set up NIS client systems with only minimal configuration data and add, remove or modify configuration data from a single location. Windows NT It is similar to Windows NT's domain system; although the internal implementation of the two aren't at all similar, the basic functionality can be compared. Terms/processes you should know There are several terms and several important user processes that you will come across when attempting to implement NIS on FreeBSD, whether you are trying to create an NIS server or act an NIS client: The NIS domainname. An NIS master server and all of its clients (including its slave servers) have a NIS domainname. Similar to an NT domain name, the NIS domainname does not have anything to do with DNS. portmap portmap. portmap must be running in order to enable RPC (Remote Procedure Call, a network protocol used by NIS). If portmap is not running, it will be impossible to run an NIS server, or to act as an NIS client. ypbind. ypbind “binds” an NIS client to its NIS server. It will take the NIS domainname from the system, and using RPC, connect to the server. ypbind is the core of client-server communication in an NIS environment; if ypbind dies on a client machine, it will not be able to access the NIS server. ypserv. ypserv, which should only be running on NIS servers, is the NIS server process itself. If ypserv dies, then the server will no longer be able to respond to NIS requests (hopefully, there is a slave server to take over for it). There are some implementations of NIS (but not the FreeBSD one), that don't try to reconnect to another server if the server it used before dies. Often, the only thing that helps in this case is to restart the server process (or even the whole server) or the ypbind process on the client. rpc.yppasswdd. rpc.yppasswdd, another process that should only be running on NIS master servers, is a daemon that will allow NIS clients to change their NIS passwords. If this daemon is not running, users will have to login to the NIS master server and change their passwords there. How does it work? There are three types of hosts in an NIS environment; master servers, slave servers, and clients. Servers act as a central repository for host configuration information. Master servers hold the authoritative copy of this information, while slave servers mirror this information for redundancy. Clients rely on the servers to provide this information to them. Information in many files can be shared in this manner. The master.passwd, group, and hosts files are commonly shared via NIS. Whenever a process on a client needs information that would normally be found in these files locally, it makes a query to the server it is bound to, to get this information. Machine types NIS master server A NIS master server. This server, analogous to a Windows NT primary domain controller, maintains the files used by all of the NIS clients. The passwd, group, and other various files used by the NIS clients live on the master server. It is possible for one machine to be an NIS master server for more than one NIS domain. However, this will not be covered in this introduction, which assumes a relatively small-scale NIS environment. NIS slave server NIS slave servers. Similar to NT's backup domain controllers, NIS slave servers maintain copies of the NIS master's data files. NIS slave servers provide the redundancy, which is needed in important environments. They also help to balance the load of the master server: NIS Clients always attach to the NIS server whose response they get first, and this includes slave-server-replies. NIS client NIS clients. NIS clients, like most NT workstations, authenticate against the NIS server (or the NT domain controller in the NT Workstation case) to log on. Using NIS/YP This section will deal with setting up a sample NIS environment. This section assumes that you are running FreeBSD 3.3 or later. The instructions given here will probably work for any version of FreeBSD greater than 3.0, but there are no guarantees that this is true. Planning Let's assume that you are the administrator of a small university lab. This lab, which consists of 15 FreeBSD machines, currently has no centralized point of administration; each machine has its own /etc/passwd and /etc/master.passwd. These files are kept in sync with each other only through manual intervention; currently, when you add a user to the lab, you must run adduser on all 15 machines. Clearly, this has to change, so you have decided to convert the lab to use NIS, using two of the machines as servers. Therefore, the configuration of the lab now looks something like: Machine name IP address Machine role ellington 10.0.0.2 NIS master coltrane 10.0.0.3 NIS slave basie 10.0.0.4 Faculty workstation bird 10.0.0.5 Client machine cli[1-11] 10.0.0.[6-17] Other client machines If you are setting up a NIS scheme for the first time, it is a good idea to think through how you want to go about it. No matter what the size of your network, there are a few decisions that need to be made. Choosing a NIS Domain Name NIS domainname This might not be the domainname that you are used to. It is more accurately called the NIS domainname. When a client broadcasts its requests for info, it includes the name of the NIS domain that it is part of. This is how multiple servers on one network can tell which server should answer which request. Think of the NIS domainname as the name for a group of hosts that are related in some way. Some organizations choose to use their Internet domainname for their NIS domainname. This is not recommended as it can cause confusion when trying to debug network problems. The NIS domainname should be unique within your network and it is helpful if it describes the group of machines it represents. For example, the Art department at Acme Inc. might be in the "acme-art" NIS domain. For this example, assume you have chosen the name test-domain. SunOS However, some operating systems (notably SunOS) use their NIS domain name as their Internet domain name. If one or more machines on your network have this restriction, you must use the Internet domain name as your NIS domain name. Physical Server Requirements There are several things to keep in mind when choosing a machine to use as a NIS server. One of the unfortunate things about NIS is the level of dependency the clients have on the server. If a client cannot contact the server for its NIS domain, very often the machine becomes unusable. The lack of user and group information causes most systems to temporarily freeze up. With this in mind you should make sure to choose a machine that won't be prone to being rebooted regularly, or one that might be used for development. The NIS server should ideally be a stand alone machine whose sole purpose in life is to be an NIS server. If you have a network that is not very heavily used, it is acceptable to put the NIS server on a machine running other services, just keep in mind that if the NIS server becomes unavailable, it will affect all of your NIS clients adversely. NIS Servers The canonical copies of all NIS information are stored on a single machine called the NIS master server. The databases used to store the information are called NIS maps. In FreeBSD, these maps are stored in /var/yp/[domainname] where [domainname] is the name of the NIS domain being served. A single NIS server can support several domains at once, therefore it is possible to have several such directories, one for each supported domain. Each domain will have its own independent set of maps. NIS master and slave servers handle all NIS requests with the ypserv daemon. Ypserv is responsible for receiving incoming requests from NIS clients, translating the requested domain and map name to a path to the corresponding database file and transmitting data from the database back to the client. Setting up a NIS master server NIS server configuration Setting up a master NIS server can be relatively straight forward, depending on your needs. FreeBSD comes with support for NIS out-of-the-box. All you need is to add the following lines to /etc/rc.conf, and FreeBSD will do the rest for you. nisdomainname="test-domain" This line will set the NIS domainname to test-domain upon network setup (e.g. after reboot). nis_server_enable="YES" This will tell FreeBSD to start up the NIS server processes when the networking is next brought up. nis_yppasswdd_enable="YES" This will enable the rpc.yppasswdd daemon, which, as mentioned above, will allow users to change their NIS password from a client machine. Now, all you have to do is to run the command /etc/netstart as superuser. It will setup everything for you, using the values you defined in /etc/rc.conf. Initializing the NIS maps NIS maps The NIS maps are database files, that are kept in the /var/yp directory. They are generated from configuration files in the /etc directory of the NIS master, with one exception: the /etc/master.passwd file. This is for a good reason; you don't want to propagate passwords to your root and other administrative accounts to all the servers in the NIS domain. Therefore, before we initialize the NIS maps, you should: &prompt.root; cp /etc/master.passwd /var/yp/master.passwd &prompt.root; cd /var/yp &prompt.root; vi master.passwd You should remove all entries regarding system accounts (bin, tty, kmem, games, etc), as well as any accounts that you don't want to be propagated to the NIS clients (for example root and any other UID 0 (superuser) accounts). Make sure the /var/yp/master.passwd is neither group nor world readable (mode 600)! Use the chmod command, if appropriate. Tru64 Unix When you have finished, it's time to initialize the NIS maps! FreeBSD includes a script named ypinit to do this for you (see its man page for more information). Note that this script is available on most UNIX OSs, but not on all. On Digital Unix/Compaq Tru64 Unix it is called ypsetup. Because we are generating maps for an NIS master, we are going to pass the option to ypinit. To generate the NIS maps, assuming you already performed the steps above, run: ellington&prompt.root; ypinit -m test-domain Server Type: MASTER Domain: test-domain Creating an YP server will require that you answer a few questions. Questions will all be asked at the beginning of the procedure. Do you want this procedure to quit on non-fatal errors? [y/n: n] n Ok, please remember to go back and redo manually whatever fails. If you don't, something might not work. At this point, we have to construct a list of this domains YP servers. rod.darktech.org is already known as master server. Please continue to add any slave servers, one per line. When you are done with the list, type a <control D>. master server : ellington next host to add: coltrane next host to add: ^D The current list of NIS servers looks like this: ellington coltrane Is this correct? [y/n: y] y [..output from map generation..] NIS Map update completed. ellington has been setup as an YP master server without any errors. ypinit should have created /var/yp/Makefile from /var/yp/Makefile.dist. When created, this file assumes that you are operating in a single server NIS environment with only FreeBSD machines. Since test-domain has a slave server as well, you must edit /var/yp/Makefile: ellington&prompt.root; vi /var/yp/Makefile You should comment out the line that says `NOPUSH = "True"' (if it is not commented out already). Setting up a NIS slave server NIS configuring a slave server Setting up an NIS slave server is even more simple than setting up the master. Log on to the slave server and edit the file /etc/rc.conf as you did before. The only difference is that we now must use the option when running ypinit. The option requires the name of the NIS master be passed to it as well, so our command line looks like: coltrane&prompt.root; ypinit -s ellington test-domain Server Type: SLAVE Domain: test-domain Master: ellington Creating an YP server will require that you answer a few questions. Questions will all be asked at the beginning of the procedure. Do you want this procedure to quit on non-fatal errors? [y/n: n] n Ok, please remember to go back and redo manually whatever fails. If you don't, something might not work. There will be no further questions. The remainder of the procedure should take a few minutes, to copy the databases from ellington. Transferring netgroup... ypxfr: Exiting: Map successfully transferred Transferring netgroup.byuser... ypxfr: Exiting: Map successfully transferred Transferring netgroup.byhost... ypxfr: Exiting: Map successfully transferred Transferring master.passwd.byuid... ypxfr: Exiting: Map successfully transferred Transferring passwd.byuid... ypxfr: Exiting: Map successfully transferred Transferring passwd.byname... ypxfr: Exiting: Map successfully transferred Transferring group.bygid... ypxfr: Exiting: Map successfully transferred Transferring group.byname... ypxfr: Exiting: Map successfully transferred Transferring services.byname... ypxfr: Exiting: Map successfully transferred Transferring rpc.bynumber... ypxfr: Exiting: Map successfully transferred Transferring rpc.byname... ypxfr: Exiting: Map successfully transferred Transferring protocols.byname... ypxfr: Exiting: Map successfully transferred Transferring master.passwd.byname... ypxfr: Exiting: Map successfully transferred Transferring networks.byname... ypxfr: Exiting: Map successfully transferred Transferring networks.byaddr... ypxfr: Exiting: Map successfully transferred Transferring netid.byname... ypxfr: Exiting: Map successfully transferred Transferring hosts.byaddr... ypxfr: Exiting: Map successfully transferred Transferring protocols.bynumber... ypxfr: Exiting: Map successfully transferred Transferring ypservers... ypxfr: Exiting: Map successfully transferred Transferring hosts.byname... ypxfr: Exiting: Map successfully transferred coltrane has been setup as an YP slave server without any errors. Don't forget to update map ypservers on ellington. You should now have a directory called /var/yp/test-domain. Copies of the NIS master server's maps should be in this directory. You will need to make sure that these stay updated. The following /etc/crontab entries on your slave servers should do the job: 20 * * * * root /usr/libexec/ypxfr passwd.byname 21 * * * * root /usr/libexec/ypxfr passwd.byuid These two lines force the slave to sync its maps with the maps on the master server. Although this is not mandatory, because the master server tries to make sure any changes to its NIS maps are communicated to its slaves, the password information is so vital to systems that depend on the server, that it is a good idea to force the updates. This is more important on busy networks where map updates might not always complete. Now, run the command /etc/netstart on the slave server as well, which again starts the NIS server. NIS Clients An NIS client establishes what is called a binding to a particular NIS server using the ypbind daemon. ypbind checks the system's default domain (as set by the domainname command), and begins broadcasting RPC requests on the local network. These requests specify the name of the domain for which ypbind is attempting to establish a binding. If a server that has been configured to serve the requested domain receives one of the broadcasts, it will respond to ypbind, which will record the server's address. If there are several servers available (a master and several slaves, for example), ypbind will use the address of the first one to respond. From that point on, the client system will direct all of its NIS requests to that server. Ypbind will occasionally ping the server to make sure it is still up and running. If it fails to receive a reply to one of its pings within a reasonable amount of time, ypbind will mark the domain as unbound and begin broadcasting again in the hopes of locating another server. Setting up an NIS client NIS client configuration Setting up a FreeBSD machine to be a NIS client is fairly straightforward. Edit the file /etc/rc.conf and add the following lines in order to set the NIS domainname and start ypbind upon network startup: nisdomainname="test-domain" nis_client_enable="YES" To import all possible password entries from the NIS server, add this line to your /etc/master.passwd file, using vipw: +::::::::: This line will afford anyone with a valid account in the NIS server's password maps an account. There are many ways to configure your NIS client by changing this line. See the netgroups part below for more information. For more detailed reading see O'Reilly's book on Managing NFS and NIS. To import all possible group entries from the NIS server, add this line to your /etc/group file: +:*:: After completing these steps, you should be able to run ypcat passwd and see the NIS server's passwd map. NIS Security In general, any remote user can issue an RPC to ypserv and retrieve the contents of your NIS maps, provided the remote user knows your domainname. To prevent such unauthorized transactions, ypserv supports a feature called securenets which can be used to restrict access to a given set of hosts. At startup, ypserv will attempt to load the securenets information from a file called /var/yp/securenets. This path varies depending on the path specified with the option. This file contains entries that consist of a network specification and a network mask separated by white space. Lines starting with # are considered to be comments. A sample securenets file might look like this: # allow connections from local host -- mandatory 127.0.0.1 255.255.255.255 # allow connections from any host # on the 192.168.128.0 network 192.168.128.0 255.255.255.0 # allow connections from any host # between 10.0.0.0 to 10.0.15.255 # this includes the machines in the testlab 10.0.0.0 255.255.240.0 If ypserv receives a request from an address that matches one of these rules, it will process the request normally. If the address fails to match a rule, the request will be ignored and a warning message will be logged. If the /var/yp/securenets file does not exist, ypserv will allow connections from any host. The ypserv program also has support for Wietse Venema's tcpwrapper package. This allows the administrator to use the tcpwrapper configuration files for access control instead of /var/yp/securenets. While both of these access control mechanisms provide some security, they, like the privileged port test, are vulnerable to IP spoofing attacks. All NIS-related traffic should be blocked at your firewall. Servers using /var/yp/securenets may fail to serve legitimate NIS clients with archaic TCP/IP implementations. Some of these implementations set all host bits to zero when doing broadcasts and/or fail to observe the subnet mask when calculating the broadcast address. While some of these problems can be fixed by changing the client configuration, other problems may force the retirement of the client systems in question or the abandonment of /var/yp/securenets. Using /var/yp/securenets on a server with such an archaic implementation of TCP/IP is a really bad idea and will lead to loss of NIS functionality for large parts of your network. tcpwrapper The use of the tcpwrapper package increases the latency of your NIS server. The additional delay may be long enough to cause timeouts in client programs, especially in busy networks or with slow NIS servers. If one or more of your client systems suffers from these symptoms, you should convert the client systems in question into NIS slave servers and force them to bind to themselves. Barring some users from logging on In our lab, there is a machine basie that is supposed to be a faculty only workstation. We don't want to take this machine out of the NIS domain, yet the passwd file on the master NIS server contains accounts for both faculty and students. What can we do? There is a way to bar specific users from logging on to a machine, even if they are present in the NIS database. To do this, all you must do is add -username to the end of the /etc/master.passwd file on the client machine, where username is the username of the user you wish to bar from logging in. This should preferably be done using vipw, since vipw will sanity check your changes to /etc/master.passwd, as well as automatically rebuild the password database when you finish editing. For example, if we wanted to bar user bill from logging on to basie we would: basie&prompt.root; vipw [add -bill to the end, exit] vipw: rebuilding the database... vipw: done basie&prompt.root; cat /etc/master.passwd root:[password]:0:0::0:0:The super-user:/root:/bin/csh toor:[password]:0:0::0:0:The other super-user:/root:/bin/sh daemon:*:1:1::0:0:Owner of many system processes:/root:/sbin/nologin operator:*:2:5::0:0:System &:/:/sbin/nologin bin:*:3:7::0:0:Binaries Commands and Source,,,:/:/sbin/nologin tty:*:4:65533::0:0:Tty Sandbox:/:/sbin/nologin kmem:*:5:65533::0:0:KMem Sandbox:/:/sbin/nologin games:*:7:13::0:0:Games pseudo-user:/usr/games:/sbin/nologin news:*:8:8::0:0:News Subsystem:/:/sbin/nologin man:*:9:9::0:0:Mister Man Pages:/usr/share/man:/sbin/nologin bind:*:53:53::0:0:Bind Sandbox:/:/sbin/nologin uucp:*:66:66::0:0:UUCP pseudo-user:/var/spool/uucppublic:/usr/libexec/uucp/uucico xten:*:67:67::0:0:X-10 daemon:/usr/local/xten:/sbin/nologin pop:*:68:6::0:0:Post Office Owner:/nonexistent:/sbin/nologin nobody:*:65534:65534::0:0:Unprivileged user:/nonexistent:/sbin/nologin +::::::::: -bill basie&prompt.root; Using netgroups netgroups The netgroups part was contributed by Udo Erdelhoff ue@nathan.ruhr.de in July 2000. The method shown in the previous chapter works reasonably well if you need special rules for a very small number of users and/or machines. On larger networks, you will forget to bar some users from logging onto sensitive machines, or you may even have to modify each machine separately, thus losing the main benefit of NIS, centralized administration. The NIS developers' solution for this problem is called netgroups. Their purpose and semantics can be compared to the normal groups used by Unix file systems. The main differences are the lack of a numeric id and the ability to define a netgroup by including both user accounts and other netgroups. Netgroups were developed to handle large, complex networks with hundreds of users and machines. On one hand, this is a Good Thing if you are forced to deal with such a situation. On the other hand, this complexity makes it almost impossible to explain netgroups with really simple examples. The example used in the remainder of this chapter demonstrates this problem. Let us assume that your successful introduction of NIS in your laboratory caught your superiors' interest. Your next job is to extend your NIS domain to cover some of the other machines on campus. The two tables contain the names of the new users and new machines as well as brief descriptions of them. User Name(s) Description alpha, beta Normal employees of the IT department charlie, delta The new apprentices of the IT department echo, foxtrott, golf, ... Ordinary employees able, baker, ... The current interns Machine Name(s) Description war, death, famine, pollution Your most important servers. Only the IT employees are allowed to log onto these machines. pride, greed, envy, wrath, lust, sloth Less important servers. All members of the IT department are allowed to login onto these machines. one, two, three, four, ... Ordinary workstations. Only the real employees are allowed to use these machines. trashcan A very old machine without any critical data. Even the intern is allowed to use this box. If you tried to implement these restrictions by separately blocking each user, you would have to add one -user line to each system's passwd for each user who is not allowed to login onto that system. If you forget just one entry, you could be in trouble. It may be feasible to do this correctly during the initial setup, however you will eventually forget to add the lines for new users during day-to-day operations. After all, Murphy was an optimist. Handling this situation with netgroups offers several advantages. Each user need not be handled separately; you assign a user to one or more netgroups and allow or forbid logins for all members of the netgroup. If you add a new machine, you will only have to define login restrictions for netgroups. If a new user is added, you will only have to add the user to one or more netgroups. Those changes are independent of each other; no more for each combination of user and machine do... If your NIS setup is planned carefully, you will only have to modify exactly one central configuration file to grant or deny access to machines. The first step is the initialization of the NIS map netgroup. FreeBSD's ypinit does not create this map by default, but its NIS implementation will support it once it has been created. To create an empty map, simply type ellington&prompt.root; vi /var/yp/netgroup and start adding content. For our example, we need at least four netgroups: IT employees, IT apprentices, normal employees and interns. IT_EMP (,alpha,test-domain) (,beta,test-domain) IT_APP (,charlie,test-domain) (,delta,test-domain) USERS (,echo,test-domain) (,foxtrott,test-domain) \ (,golf,test-domain) INTERNS (,able,test-domain) (,baker,test-domain) IT_EMP, IT_APP etc. are the names of the netgroups. Each bracketed group adds one or more user accounts to it. The three fields inside a group are: The name of the host(s) where the following items are valid. If you do not specify a hostname, the entry is valid on all hosts. If you do specify a hostname, you will enter a realm of darkness, horror and utter confusion. The name of the account that belongs to this netgroup. The NIS domain for the account. You can import accounts from other NIS domains into your netgroup if you are one of unlucky fellows with more than one NIS domain. Each of these fields can contain wildcards. See &man.netgroup.5; for details. netgroups Netgroup names longer than 8 characters should not be used, especially if you have machines running other operating systems within your NIS domain. The names are case sensitive; using capital letters for your netgroup names is an easy way to distinguish between user, machine and netgroup names. Some NIS clients (other than FreeBSD) cannot handle netgroups with a large number of entries. For example, some older versions of SunOS start to cause trouble if a netgroup contains more than 15 entries. You can circumvent this limit by creating several sub-netgroups with 15 users or less and a real netgroup that consists of the sub-netgroups: BIGGRP1 (,joe1,domain) (,joe2,domain) (,joe3,domain) [...] BIGGRP2 (,joe16,domain) (,joe17,domain) [...] BIGGRP3 (,joe31,domain) (,joe32,domain) BIGGROUP BIGGRP1 BIGGRP2 BIGGRP3 You can repeat this process if you need more than 225 users within a single netgroup. Activating and distributing your new NIS map is easy: ellington&prompt.root; cd /var/yp ellington&prompt.root; make This will generate the three NIS maps netgroup, netgroup.byhost and netgroup.byuser. Use &man.ypcat.1; to check if your new NIS maps are available: ellington&prompt.user; ypcat -k netgroup ellington&prompt.user; ypcat -k netgroup.byhost ellington&prompt.user; ypcat -k netgroup.byuser The output of the first command should resemble the contents of /var/yp/netgroup. The second command will not produce output if you have not specified host-specific netgroups. The third command can be used to get the list of netgroups for a user. The client setup is quite simple. To configure the server war, you only have to start &man.vipw.8; and replace the line +::::::::: with +@IT_EMP::::::::: Now, only the data for the users defined in the netgroup IT_EMP is imported into war's password database and only these users are allowed to login. Unfortunately, this limitation also applies to the ~ function of the shell and all routines converting between user names and numerical user ids. In other words, cd ~user will not work, ls -l will show the numerical id instead of the username and find . -user joe -print will fail with No such user. To fix this, you will have to import all user entries without allowing them to login onto your servers. This can be achieved by adding another line to /etc/master.passwd. This line should contain +:::::::::/sbin/nologin, meaning Import all entries but replace the shell with /sbin/nologin in the imported entries. You can replace any field in the passwd entry by placing a default value in your /etc/master.passwd. Make sure that the line +:::::::::/sbin/nologin is placed after +@IT_EMP:::::::::. Otherwise, all user accounts imported from NIS will have /sbin/nologin as their login shell. After this change, you will only have to change one NIS map if a new employee joins the IT department. You could use a similar approach for the less important servers by replacing the old +::::::::: in their local version of /etc/master.passwd with something like this: +@IT_EMP::::::::: +@IT_APP::::::::: +:::::::::/sbin/nologin The corresponding lines for the normal workstations could be: +@IT_EMP::::::::: +@USERS::::::::: +:::::::::/sbin/nologin And everything would be fine until there is a policy change a few weeks later: The IT department starts hiring interns. The IT interns are allowed to use the normal workstations and the less important servers; and the IT apprentices are allowed to login onto the main servers. You add a new netgroup IT_INTERN, add the new IT interns to this netgroup and start to change the config on each and every machine... As the old saying goes: Errors in centralized planning lead to global mess. NIS' ability to create netgroups from other netgroups can be used to prevent situations like these. One possibility is the creation of role-based netgroups. For example, you could create a netgroup called BIGSRV to define the login restrictions for the important servers, another netgroup called SMALLSRV for the less important servers and a third netgroup called USERBOX for the normal workstations. Each of these netgroups contains the netgroups that are allowed to login onto these machines. The new entries for your NIS map netgroup should look like this: BIGSRV IT_EMP IT_APP SMALLSRV IT_EMP IT_APP ITINTERN USERBOX IT_EMP ITINTERN USERS This method of defining login restrictions works reasonably well if you can define groups of machines with identical restrictions. Unfortunately, this is the exception and not the rule. Most of the time, you will need the ability to define login restrictions on a per-machine basis. Machine-specific netgroup definitions are the other possibility to deal with the policy change outlined above. In this scenario, the /etc/master.passwd of each box contains two lines starting with ``+''. The first of them adds a netgroup with the accounts allowed to login onto this machine, the second one adds all other accounts with /sbin/nologin as shell. It is a good idea to use the ALL-CAPS version of the machine name as the name of the netgroup. In other words, the lines should look like this: +@BOXNAME::::::::: +:::::::::/sbin/nologin Once you have completed this task for all your machines, you will not have to modify the local versions of /etc/master.passwd ever again. All further changes can be handled by modifying the NIS map. Here is an example of a possible netgroup map for this scenario with some additional goodies. # Define groups of users first IT_EMP (,alpha,test-domain) (,beta,test-domain) IT_APP (,charlie,test-domain) (,delta,test-domain) DEPT1 (,echo,test-domain) (,foxtrott,test-domain) DEPT2 (,golf,test-domain) (,hotel,test-domain) DEPT3 (,india,test-domain) (,juliet,test-domain) ITINTERN (,kilo,test-domain) (,lima,test-domain) D_INTERNS (,able,test-domain) (,baker,test-domain) # # Now, define some groups based on roles USERS DEPT1 DEPT2 DEPT3 BIGSRV IT_EMP IT_APP SMALLSRV IT_EMP IT_APP ITINTERN USERBOX IT_EMP ITINTERN USERS # # And a groups for a special tasks # Allow echo and golf to access our anti-virus-machine SECURITY IT_EMP (,echo,test-domain) (,golf,test-domain) # # machine-based netgroups # Our main servers WAR BIGSRV FAMINE BIGSRV # User india needs access to this server POLLUTION BIGSRV (,india,test-domain) # # This one is really important and needs more access restrictions DEATH IT_EMP # # The anti-virus-machine mentioned above ONE SECURITY # # Restrict a machine to a single user TWO (,hotel,test-domain) # [...more groups to follow] If you are using some kind of database to manage your user accounts, you should be able to create the first part of the map with your database's report tools. This way, new users will automatically have access to the boxes. One last word of caution: It may not always be advisable to use machine-based netgroups. If you are deploying a couple dozen or even hundreds of identical machines for student labs, you should use role-based netgroups instead of machine-based netgroups to keep the size of the NIS map within reasonable limits. Important things to remember There are still a couple of things that you will need to do differently now that you are in an NIS environment. Every time you wish to add a user to the lab, you must add it to the master NIS server only, and you must remember to rebuild the NIS maps. If you forget to do this, the new user will not be able to login anywhere except on the NIS master. For example, if we needed to add a new user “jsmith” to the lab, we would: &prompt.root; pw useradd jsmith &prompt.root; cd /var/yp &prompt.root; make test-domain You could also run adduser jsmith instead of pw useradd jsmith. Keep the administration accounts out of the NIS maps. You don't want to be propagating administrative accounts and passwords to machines that will have users that shouldn't have access to those accounts. Keep the NIS master and slave secure, and minimize their downtime. If somebody either hacks or simply turns off these machines, they have effectively rendered many people without the ability to login to the lab. This is the chief weakness of any centralized administration system, and it is probably the most important weakness. If you do not protect your NIS servers, you will have a lot of angry users! NIS v1 compatibility FreeBSD's ypserv has some support for serving NIS v1 clients. FreeBSD's NIS implementation only uses the NIS v2 protocol, however other implementations include support for the v1 protocol for backwards compatibility with older systems. The ypbind daemons supplied with these systems will try to establish a binding to an NIS v1 server even though they may never actually need it (and they may persist in broadcasting in search of one even after they receive a response from a v2 server). Note that while support for normal client calls is provided, this version of ypserv does not handle v1 map transfer requests; consequently, it cannot be used as a master or slave in conjunction with older NIS servers that only support the v1 protocol. Fortunately, there probably are not any such servers still in use today. NIS servers that are also NIS clients Care must be taken when running ypserv in a multi-server domain where the server machines are also NIS clients. It is generally a good idea to force the servers to bind to themselves rather than allowing them to broadcast bind requests and possibly become bound to each other. Strange failure modes can result if one server goes down and others are dependent upon on it. Eventually all the clients will time out and attempt to bind to other servers, but the delay involved can be considerable and the failure mode is still present since the servers might bind to each other all over again. You can force a host to bind to a particular server by running ypbind with the flag. libscrypt v.s. libdescrypt NIS crypto library One of the most common issues that people run into when trying to implement NIS is crypt library compatibility. If your NIS server is using the DES crypt libraries, it will only support clients that are using DES as well. To check which one your server and clients are using look at the symlinks in /usr/lib. If the machine is configured to use the DES libraries, it will look something like this: &prompt.user; ls -l /usr/lib/*crypt* lrwxrwxrwx 1 root wheel 13 Jul 15 08:55 /usr/lib/libcrypt.a@ -> libdescrypt.a lrwxrwxrwx 1 root wheel 14 Jul 15 08:55 /usr/lib/libcrypt.so@ -> libdescrypt.so lrwxrwxrwx 1 root wheel 16 Jul 15 08:55 /usr/lib/libcrypt.so.2@ -> libdescrypt.so.2 lrwxrwxrwx 1 root wheel 15 Jul 15 08:55 /usr/lib/libcrypt_p.a@ -> libdescrypt_p.a -r--r--r-- 1 root wheel 13018 Nov 8 14:27 /usr/lib/libdescrypt.a lrwxr-xr-x 1 root wheel 16 Nov 8 14:27 /usr/lib/libdescrypt.so@ -> libdescrypt.so.2 -r--r--r-- 1 root wheel 12965 Nov 8 14:27 /usr/lib/libdescrypt.so.2 -r--r--r-- 1 root wheel 14750 Nov 8 14:27 /usr/lib/libdescrypt_p.a If the machine is configured to use the standard FreeBSD MD5 crypt libraries they will look something like this: &prompt.user; ls -l /usr/lib/*crypt* lrwxrwxrwx 1 root wheel 13 Jul 15 08:55 /usr/lib/libcrypt.a@ -> libscrypt.a lrwxrwxrwx 1 root wheel 14 Jul 15 08:55 /usr/lib/libcrypt.so@ -> libscrypt.so lrwxrwxrwx 1 root wheel 16 Jul 15 08:55 /usr/lib/libcrypt.so.2@ -> libscrypt.so.2 lrwxrwxrwx 1 root wheel 15 Jul 15 08:55 /usr/lib/libcrypt_p.a@ -> libscrypt_p.a -r--r--r-- 1 root wheel 6194 Nov 8 14:27 /usr/lib/libscrypt.a lrwxr-xr-x 1 root wheel 14 Nov 8 14:27 /usr/lib/libscrypt.so@ -> libscrypt.so.2 -r--r--r-- 1 root wheel 7579 Nov 8 14:27 /usr/lib/libscrypt.so.2 -r--r--r-- 1 root wheel 6684 Nov 8 14:27 /usr/lib/libscrypt_p.a If you have trouble authenticating on an NIS client, this is a pretty good place to start looking for possible problems. If you want to deploy an NIS server for a heterogenous network, you will probably have to use DES on all systems because it is the lowest common standard. DHCP Written by &a.gsutter;, March 2000. What is DHCP? Dynamic Host Configuration Protocol (DHCP) Internet Software Consortium (ISC) DHCP, the Dynamic Host Configuration Protocol, describes the means by which a system can connect to a network and obtain the necessary information for communication upon that network. FreeBSD uses the ISC (Internet Software Consortium) DHCP implementation, so all implementation-specific information here is for use with the ISC distribution. What This Section Covers This handbook section attempts to describe only the parts of the DHCP system that are integrated with FreeBSD; consequently, the server portions are not described. The DHCP manual pages, in addition to the references below, are useful resources. How it Works UDP When dhclient, the DHCP client, is executed on the client machine, it begins broadcasting requests for configuration information. By default, these requests are on UDP port 68. The server replies on UDP 67, giving the client an IP address and other relevant network information such as netmask, router, and DNS servers. All of this information comes in the form of a DHCP "lease" and is only valid for a certain time (configured by the DHCP server maintainer). In this manner, stale IP addresses for clients no longer connected to the network can be automatically reclaimed. DHCP clients can obtain a great deal of information from the server. An exhaustive list may be found in &man.dhcp-options.5;. FreeBSD Integration FreeBSD fully integrates the ISC DHCP client, dhclient. DHCP client support is provided within both the installer and the base system, obviating the need for detailed knowledge of network configurations on any network that runs a DHCP server. dhclient has been included in all FreeBSD distributions since 3.2. sysinstall DHCP is supported by sysinstall. When configuring a network interface within sysinstall, the first question asked is, "Do you want to try dhcp configuration of this interface?" Answering affirmatively will execute dhclient, and if successful, will fill in the network configuration information automatically. There are two things you must do to have your system use DHCP upon startup: DHCP requirements Make sure that the bpf device is compiled into your kernel. To do this, add pseudo-device bpf to your kernel configuration file, and rebuild the kernel. For more information about building kernels, see . The bpf device is already part of the GENERIC kernel that is supplied with FreeBSD, so if you don't have a custom kernel, you shouldn't need to create one in order to get DHCP working. For those who are particularly security conscious, you should be warned that bpf is also the device that allows packet sniffers to work correctly (although they still have to be run as root). bpf is required to use DHCP, but if you are very sensitive about security, you probably shouldn't add bpf to your kernel in the expectation that at some point in the future you will be using DHCP. Edit your /etc/rc.conf to include the following: ifconfig_fxp0="DHCP" Be sure to replace fxp0 with the designation for the interface that you wish to dynamically configure. If you are using a different location for dhclient, or if you wish to pass additional flags to dhclient, also include the following (editing as necessary): dhcp_program="/sbin/dhclient" dhcp_flags="" DHCP server The DHCP server, dhcpd, is included as part of the isc-dhcp2 port in the ports collection. This port contains the full ISC DHCP distribution, consisting of client, server, relay agent and documentation. Files DHCP configuration files /etc/dhclient.conf dhclient requires a configuration file, /etc/dhclient.conf. Typically the file contains only comments, the defaults being reasonably sane. This configuration file is described by the &man.dhclient.conf.5; man page. /sbin/dhclient dhclient is statically linked and resides in /sbin. The &man.dhclient.8; manual page gives more information about dhclient. /sbin/dhclient-script dhclient-script is the FreeBSD-specific DHCP client configuration script. It is described in &man.dhclient-script.8;, but should not need any user modification to function properly. /var/db/dhclient.leases The DHCP client keeps a database of valid leases in this file, which is written as a log. &man.dhclient.leases.5; gives a slightly longer description. Further Reading The DHCP protocol is fully described in RFC 2131. An informational resource has also been set up at dhcp.org. DNS Contributed by &a.chern;, April 12, 2001. Overview BIND FreeBSD utilizes, by default, a version of BIND (Berkeley Internet Name Domain), which is the most common implementation of the DNS protocol. DNS is the protocol through which names are mapped to IPs, and vice versa. For example, a query for www.freebsd.org will send back a reply for the IP address of The FreeBSD Project's webpage, whereas, a query for ftp.freebsd.org will return the IP of the corresponding ftp machine. Likewise, the opposite can happen. A query for an IP address can resolve its hostname. DNS DNS is coordinated across the Internet through a somewhat complex system of authoritative root name servers, and other smaller-scale nameservers who host and relay individual domain information. This document refers to BIND 8.x, as it is the most current, stable version used in FreeBSD. RFC1034 and RFC1035 dictates the DNS protocol. Currently, BIND is maintained by the Internet Software Consortium (www.isc.org) Terminology zones zone - Each individual domain, subdomain, or 'area' dictated by DNS is considered a zone. Examples of zones: . is the root zone org. is a zone under the root zone foobardomain.org is a zone under the org. zone foo.foobardomain.org. is a subdomain, a zone under the foobardomain.org. zone 1.2.3.in-addr.arpa is a zone referencing all ips which fall under the 3.2.1.* ip space. named, bind, name server - these are all common names for the BIND name server package within FreeBSD. resolver resolver - a network process by which a system queries a nameserver for answers root zone root zone - literally, a '.', refers to the root, or beginning zone. All zones fall under this, as do all files in fall under the root directory. It is the beginning of the Internet zone hierarchy origin - refers to the point of start for the particular zone forward dns - mapping of hostnames to ip addresses reverse DNS reverse dns - the opposite, mapping of ip addresses to hostnames Reasons to run a name server You need your machine to host DNS information to the world An authoritative nameserver replies exclusively to requests. For example, you register foobardomain.org and wish to assign hostnames to the proper IP addresses. A slave nameserver, which replies to queries for a domain when the primary is down or inaccessible. The above two can also be done with in-addr.arpa, IP to hostname entries You wish your machine to act as a local relay of DNS information DNS traffic has been measured to be about 5% or more of the total Internet traffic. A local DNS server may have some added benefit by providing a local cache of DNS information. For example, when one queries for www.freebsd.org, their resolver goes out to (usually) your ISP's name server, and retrieves the query. With a local, caching DNS server, the query only has to be made once to the outside world. Every additional query will not have to go outside of the local network, since the information is cached. How it works A DNS server in FreeBSD relies on the BIND daemon. This daemon is called 'named' for obvious reasons. named - the bind daemon ndc - name daemon control program /etc/namedb - directory where all the bind information resides /etc/namedb/named.conf - daemon configuration file zone files are usually contained within the /etc/namedb directory, and contain the information (query answers from your site) served by your name server. Starting BIND BIND starting Since bind is installed by default, configuring it all is relatively simple. To ensure the named daemon is started at boot, put the following modifications in your /etc/rc.conf named_enable="YES" To start the daemon manually (after configuring it) &prompt.root; ndc start Configuration files BIND configuration files make-localhost Be sure to &prompt.root; cd /etc/namedb &prompt.root; sh make-localhost to properly create your local reverse dns zone file in /etc/namedb/localhost.rev. <filename>/etc/namedb/named.conf</filename> - // $FreeBSD: doc/en_US.ISO8859-1/books/handbook/advanced-networking/chapter.sgml,v 1.54 2001/07/14 01:56:33 chern Exp $ + // $FreeBSD: doc/en_US.ISO8859-1/books/handbook/advanced-networking/chapter.sgml,v 1.55 2001/07/14 02:21:05 chern Exp $ // // Refer to the named(8) man page for details. If you are ever going // to setup a primary server, make sure you've understood the hairy // details of how DNS is working. Even with simple mistakes, you can // break connectivity for affected parties, or cause huge amount of // useless Internet traffic. options { directory "/etc/namedb"; // In addition to the "forwarders" clause, you can force your name // server to never initiate queries of its own, but always ask its // forwarders only, by enabling the following line: // // forward only; // If you've got a DNS server around at your upstream provider, enter // its IP address here, and enable the line below. This will make you // benefit from its cache, thus reduce overall DNS traffic in the Internet. /* forwarders { 127.0.0.1; }; */ Just as the comment says, if you want to benefit from your uplink's cache, you can enable this section of the config file. Normally, your nameserver will recursively query different nameservers until it finds the answer it is looking for. Having this enabled will have it automatically see if your uplink's (or whatever provided) ns has the requested query. If your uplink has a heavily trafficked, fast nameserver, enabling this properly could work to your advantage. 127.0.0.1 will *NOT* work here; change this to the IP of a nameserver at your uplink. /* * If there is a firewall between you and nameservers you want * to talk to, you might need to uncomment the query-source * directive below. Previous versions of BIND always asked * questions using port 53, but BIND 8.1 uses an unprivileged * port by default. */ // query-source address * port 53; /* * If running in a sandbox, you may have to specify a different * location for the dumpfile. */ // dump-file "s/named_dump.db"; }; // Note: the following will be supported in a future release. /* host { any; } { topology { 127.0.0.0/8; }; }; */ // Setting up secondaries is way easier and the rough picture for this // is explained below. // // If you enable a local name server, don't forget to enter 127.0.0.1 // into your /etc/resolv.conf so this server will be queried first. // Also, make sure to enable it in /etc/rc.conf. zone "." { type hint; file "named.root"; }; zone "0.0.127.IN-ADDR.ARPA" { type master; file "localhost.rev"; }; zone "0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.IP6.INT" { type master; file "localhost.rev"; }; // NB: Do not use the IP addresses below, they are faked, and only // serve demonstration/documentation purposes! // // Example secondary config entries. It can be convenient to become // a secondary at least for the zone where your own domain is in. Ask // your network administrator for the IP address of the responsible // primary. // // Never forget to include the reverse lookup (IN-ADDR.ARPA) zone! // (This is the first bytes of the respective IP address, in reverse // order, with ".IN-ADDR.ARPA" appended.) // // Before starting to setup a primary zone, better make sure you fully // understand how DNS and BIND works, however. There are sometimes // unobvious pitfalls. Setting up a secondary is comparably simpler. // // NB: Don't blindly enable the examples below. :-) Use actual names // and addresses instead. // // NOTE!!! FreeBSD runs bind in a sandbox (see named_flags in rc.conf). // The directory containing the secondary zones must be write accessible // to bind. The following sequence is suggested: // // mkdir /etc/namedb/s // chown bind:bind /etc/namedb/s // chmod 750 /etc/namedb/s /* zone "domain.com" { type slave; file "s/domain.com.bak"; masters { 192.168.1.1; }; }; zone "0.168.192.in-addr.arpa" { type slave; file "s/0.168.192.in-addr.arpa.bak"; masters { 192.168.1.1; }; }; */ These are example slave entries, read below to see more. For each new domain added to your nameserver, you must add one of these entries to your named.conf The simplest zone entry, can look like zone "foobardomain.org" { type master; file "foorbardomain.org"; }; For a master entry with the zone information within foobardomain.org, or zone "foobardomain.org" { type slave; file "foobardomain.org"; }; for a slave. Note that slave zones automatically query the listed master (authoritative) name servers for the zone file. Zone files An example master 'foobardomain.org' (existing within /etc/namedb/foobardomain.org) is as follows: $TTL 3600 foobardomain.org. IN SOA ns1.foobardomain.org. admin.foobardomain.org. ( 5 ; Serial 10800 ; Refresh 3600 ; Retry 604800 ; Expire 86400 ) ; Minimum TTL ; DNS Servers @ IN NS ns1.foobardomain.org. @ IN NS ns2.foobardomain.org. ; Machine Names localhost IN A 127.0.0.1 ns1 IN A 3.2.1.2 ns2 IN A 3.2.1.3 mail IN A 3.2.1.10 @ IN A 3.2.1.30 ; Aliases www IN CNAME @ ; MX Record @ IN MX 10 mail.foobardomain.org. Note that every hostname ending in a '.' is an exact hostname, whereas everything without a trailing '.' is referenced to the origin. For example, www is translated into www + origin. In our fictitious zone file, our origin is foobardomain.org, so www would be www.foobardomain.org. The format of this file follows: recordname IN recordtype value DNS records The most commonly used DNS records: SOA - start of zone authority NS - an authoritative nameserver A - A host address CNAME - the canonical name for an alias MX - mail exchange PTR - a domain name pointer (used in reverse dns) foobardomain.org. IN SOA ns1.foobardomain.org. admin.foobardomain.org. ( 5 ; Serial 10800 ; Refresh after 3 hours 3600 ; Retry after 1 hour 604800 ; Expire after 1 week 86400 ) ; Minimum TTL of 1 day foobardomain.org. - the domain name, also the origin for this zone file. ns1.foobardomain.org. - the primary/authoritative nameserver for this zone admin.foobardomain.org. - the responsible person for this zone, e-mail address with @ replaced. (admin@foobardomain.org becomes admin.foobardomain.org) 5 - the serial number of the file. this must be incremented each time the zone file is modified. Nowadays, many admins prefer a yyyymmddrr format for the serial number. 2001041002 would mean last modified 04/10/2001, the latter 02 being the second time the zone file has been modified this day. The serial number is important as it alerts slave nameservers for a zone when it is updated. @ IN NS ns1.foobardomain.org. This is an NS entry. Every nameserver that is going to reply authoritatively for the zone must have one of these entries. The @ as seen here could have been 'foobardomain.org.' The @ translates to the origin. localhost IN A 127.0.0.1 ns1 IN A 3.2.1.2 ns2 IN A 3.2.1.3 mail IN A 3.2.1.10 @ IN A 3.2.1.30 The A record indicates machine names. As seen above, ns1.foobardomain.org would resolve to 3.2.1.2. Again, the origin symbol, @, is used here, thus meaning foobardomain.org would resolve to 3.2.1.30. www IN CNAME @ The canonical name record is usually used for giving aliases to a machine. In the example, www is aliased to the machine addressed to the origin, or foobardomain.org (3.2.1.30). CNAMEs can be used to provide alias hostnames, or round robin one hostname among multiple machines. @ IN MX 10 mail.foobardomain.org. The MX record indicates which mail servers are responsible for handling incoming mail for the zone. mail.foobardomain.org is the hostname of the mail server, and 10 being the priority of that mailserver. One can have several mailservers, with priorities of 3, 2, 1. A mail server attempting to deliver to foobardomain.org would first try the highest priority MX, then the second highest, etc, until the mail can be properly delivered. For in-addr.arpa zone files (reverse dns), the same format is used, except with PTR entries instead of A or CNAME. $TTL 3600 1.2.3.in-addr.arpa. IN SOA ns1.foobardomain.org. admin.foobardomain.org. ( 5 ; Serial 10800 ; Refresh 3600 ; Retry 604800 ; Expire 3600 ) ; Minimum @ IN NS ns1.foobardomain.org. @ IN NS ns2.foobardomain.org. 2 IN PTR ns1.foobardomain.org. 3 IN PTR ns2.foobardomain.org. 10 IN PTR mail.foobardomain.org. 30 IN PTR foobardomain.org. This file gives the proper IP to hostname mappings of our above fictitious domain. Caching Name Server BIND caching name server A caching nameserver is simply a nameserver that is not authoritative for any zones. It simply asks queries of its own, and remembers them for later use. To set one up, just configure the name server as usual, omitting any inclusions of zones. Running named in a Sandbox BIND running in a sandbox Contributed by Mike Makonnen mike_makonnen@yahoo.com, May 1, 2001 chroot For added security you may want to run &man.named.8; in a sandbox. This will reduce the potential damage should it be compromised. If you include a sandbox directory in its command line, named will &man.chroot.8; into that directory immediately upon finishing processing its command line. It is also a good idea to have named run as a non-privileged user in the sandbox. The default FreeBSD install contains a user bind with group bind. If we wanted the sandbox in the /etc/namedb/sandbox directory the command line for named would look like this: &prompt.root; /usr/sbin/named -u bind -g bind -t /etc/namedb/sandbox <path_to_named.conf> The following steps should be taken in order to successfully run named in a sandbox. Throughout the following discussion we will assume the path to your sandbox is /etc/namedb/sandbox Create the sandbox directory: /etc/namedb/sandbox Create other necessary directories off of the sandbox directory: etc and var/run copy /etc/localtime to sandbox/etc make bind:bind the owner of all files and directories in the sandbox: &prompt.root; chown -R bind:bind /etc/namedb/sandbox &prompt.root; chmod -R 750 /etc/namedb/sandbox There are some issues you need to be aware of when running named in a sandbox. Your &man.named.conf.5; file and all your zone files must be in the sandbox sandbox/etc/localtime is needed in order to have the correct time for your time zone in log messages. &man.named.8; will write its process id to a file in sandbox/var/run The Unix socket used for communication by the &man.ndc.8; utility will be created in sandbox/var/run When using the ndc utility you need to specify the location of the Unix socket created in the sandbox, by &man.named.8;, by using the -c switch: &prompt.root; ndc -c /etc/namedb/sandbox/var/run/ndc If you enable logging to file, the log files must be in the sandbox &man.named.8; can be started in a sandbox properly, if the following is in /etc/rc.conf named_flags="-u bind -g bind -t /etc/namedb/sandbox" How to use the nameserver If setup properly, the nameserver should be accessible through the network and locally. /etc/resolv.conf must contain a nameserver entry with the local ip so it will query the local name server first. To access it over the network, the machine must have the nameserver's IP address set properly in its own nameserver configuration options. Security Although BIND is the most common implementation of DNS, there is always the issue of security. Possible and exploitable security holes are sometimes found. It is a good idea to subscribe to CERT and freebsd-announce to stay up to date with the current Internet and FreeBSD security issues. If a problem arises, keeping your sources up to date and having a fresh build of named can't hurt. Further Reading &man.ndc.8; &man.named.8; &man.named.conf.5; Official ISC BIND Page http://www.isc.org/products/BIND/ BIND FAQ http://www.nominum.com/resources/faqs/bind-faqs.html O'Reilly DNS and BIND 4th Edition RFC1034 - Domain Names - Concepts and Facilities RFC1035 - Domain Names - Implementation and Specification Network Address Translation daemon (natd) Contributed by &a.chern;, June 2001. Overview natd FreeBSD's Network Address Translation daemon, commonly known as &man.natd.8; is a daemon that accepts incoming raw IP packets, changes the source to the local machine and re-injects these packets back into the outgoing IP packet stream. natd does this by changing the source ip and port such that when data is received back, it is able to determine the original location of the data and forward it back to its original requestor. Internet connection sharing IP masquerading The most common use of NAT is to perform what is commonly known as Internet Connection Sharing. Setup Due to the diminishing ip space in ipv4, and the increased number of users on high-speed consumer lines such as cable or DSL, people are in more and more need of an Internet Connection Sharing solution. The ability to connect several computers online through one connection and ip makes &man.natd.8; a reasonable choice. Most commonly, a user has a machine connected to a cable or DSL line with one ip and wishes to use this one connected computer to provide Internet access to several more over a LAN. To do this, the FreeBSD machine on the Internet must act as a gateway. This gateway machine must have two NICs--one for connecting to the Internet router, the other connecting to a LAN. All the machines on the LAN are connected through a hub or switch. _______ __________ ________ | | | | | | | Hub |-----| Client B |-----| Router |----- Internet |_______| |__________| |________| | ____|_____ | | | Client A | |__________| Network Layout With this setup, the machine without Internet access can use the machine with access as a gateway to access the outside world. kernel configuration Configuration The following options must be in the kernel configuration file: options IPFIREWALL options IPDIVERT Additionally, at choice, the following may also be suitable: options IPFIREWALL_DEFAULT_TO_ACCEPT options IPFIREWALL_VERBOSE The following must be in /etc/rc.conf: gateway_enable="YES" firewall_enable="YES" firewall_type="OPEN" natd_enable="YES" natd_interface="fxp0" natd_flags="" gateway_enable="YES" Sets up the machine to act as a gateway. Running sysctl -w net.inet.ip.forwarding=1 would have the same effect. firewall_enable="YES" Enables the firewall rules in /etc/rc.firewall at boot. firewall_type="OPEN" This specifies a predefined firewall ruleset that allows anything in. See /etc/rc.firewall for additional types. natd_interface="fxp0" Indicates which interface to forward packets through. (the interface connected to the Internet) natd_flags="" Any additional configuration options passed to &man.natd.8; on boot. Having the previous options defined in /etc/rc.conf would run natd -interface fxp0 at boot. This can also be run manually. Each machine and interface behind the LAN should be assigned ip numbers in the private network space as defined by RFC 1918 and have a default gateway of the natd machine's internal ip. For example, client a and b behind the LAN have ips of 192.168.0.2 and 192.168.0.3, while the natd machine's LAN interface has an ip of 192.168.0.1. Client a and b's default gateway must be set to that of the natd machine, 192.168.0.1. The natd machine's external, or Internet interface does not require any special modification for natd to work. Port Redirection The drawback with natd is that the LAN clients are not accessible from the Internet. Clients on the LAN can make outgoing connections to the world but cannot receive incoming ones. This presents a problem if trying to run Internet services on one of the LAN client machines. A simple way around this is to redirect selected Internet ports on the natd machine to a LAN client. For example, an IRC server runs on Client A, and a web server runs on Client B. For this to work properly, connections received on ports 6667 (irc) and 80 (web) must be redirected to the respective machines. The -redirect_port must be passed to &man.natd.8; with the proper options. The syntax is as follows: -redirect_port proto targetIP:targetPORT[-targetPORT] [aliasIP:]aliasPORT[-aliasPORT] [remoteIP[:remotePORT[-remotePORT]]] In the above example, the argument should be: -redirect_port tcp 192.168.0.2:6667 6667 -redirect_port tcp 192.168.0.3:80 80 This will redirect the proper tcp ports to the LAN client machines. The -redirect_port argument can be used to indicate port ranges over individual ports. For example, tcp 192.168.0.2:2000-3000 2000-3000 would redirect all connections received on ports 2000 to 3000 to ports 2000 to 3000 on Client A. These options can be used when directly running &man.natd.8; or placed within the natd_flags="" option in /etc/rc.conf. For further configuration options, consult &man.natd.8; Address Redirection address redirection Address redirection is useful if several ips are available, yet they must be on one machine. With this, &man.natd.8; can assign each LAN client its own external ip. &man.natd.8; then rewrites outgoing packets from the LAN clients with the proper external ip and redirects all traffic incoming on that particular ip back to the specific LAN client. This is also known as static NAT. For example, the ips 128.1.1.1, 128.1.1.2, and 128.1.1.3 belong to the natd gateway machine. 128.1.1.1 can be used as the natd gateway machine's external ip address, while 128.1.1.2 and 128.1.1.3 are forwarded back to LAN clients A and B. The -redirect_address syntax is as follows: -redirect_address localIP publicIP localIP The internal ip of the LAN client. publicIP The external ip corresponding to the LAN client. In the example, this argument would read: -redirect_address 192.168.0.2 128.1.1.2 -redirect_address 192.168.0.3 128.1.1.3 Like -redirect_port, these arguments are also placed within natd_flags of /etc/rc.conf. With address redirection, there is no need for port redirection since all data received on a particular ip address is redirected. The external ips on the natd machine must be active and aliased to the external interface. Look at &man.rc.conf.5; to do so. diff --git a/en_US.ISO8859-1/books/handbook/disks/chapter.sgml b/en_US.ISO8859-1/books/handbook/disks/chapter.sgml index a1c1392f7f..471b2000a1 100644 --- a/en_US.ISO8859-1/books/handbook/disks/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/disks/chapter.sgml @@ -1,1132 +1,1132 @@ Disks Synopsis This chapter covers how to use disks, whether physical, memory, or networked, on FreeBSD. BIOS Drive Numbering Before you install and configure FreeBSD on your system, there is an important subject that you should be aware of if, especially if you have multiple hard drives. DOS Microsoft Windows In a PC running DOS or any of the BIOS-dependent operating systems (WINxxx), 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's 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's 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's 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's 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's 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 Naming IDE SCSI RAID fash memory Physical drives come in two main flavors, IDE, or SCSI; but there are also drives backed by RAID controllers, flash memory, and so forth. Since these behave quite differently, they have their own drivers and devices. Physical Disk Naming Conventions Drive type Drive device name IDE hard drives ad in 4.0-RELEASE, wd before 4.0-RELEASE. IDE CDROM drives acd from 4.1-RELEASE, wcd before 4.0-RELEASE. SCSI hard drives da from 3.0-RELEASE, sd before 3.0-RELEASE. SCSI CDROM drives cd Assorted non-standard CDROM drives mcd for Mitsumi CD-ROM, scd for Sony CD-ROM, matcd for Matsushita/Panasonic CD-ROM Floppy drives fd SCSI tape drives sa from 3.0-RELEASE, st before 3.0-RELEASE. IDE tape drives ast from 4.0-RELEASE, wst before 4.0-RELEASE. Flash drives fla for DiskOnChip Flash device from 3.3-RELEASE. RAID drives myxd for Mylex, and amrd for AMI MegaRAID, idad for Compaq Smart RAID. from 4.0-RELEASE. id between 3.2-RELEASE and 4.0-RELEASE.
Slices and Partitions slices partitions dangerously dedicated Physical disks usually contain slices, unless they are dangerously dedicated. Slice numbers follow the device name, prefixed with an s: da0s1. Slices, dangerously dedicated physical drives, and other drives contain partitions, which represented as letters from a to h. b is reserved for swap partitions, and c is an unused partition the size of the entire slice or drive. This is explained in . Mounting and Unmounting Filesystems The filesystem is best visualized as a tree, rooted, as it were, at /. /dev, /usr, and the other directories in the root directory are branches, which may have their own branches, such as /usr/local, and so on. root filesystem There are various reasons to house some of these directories on separate filesystems. /var contains log, spool, and various types of temporary files, and as such, may get filled up. Filling up the root filesystem isn't a good idea, so splitting /var from / is often a good idea. Another common reason to contain certain directory trees on other filesystems is if they are to be housed on separate physical disks, or are separate virtual disks, such as Network File System mounts, or CDROM drives. The fstab File filesystems mounted with fstab During the boot process, filesystems listed in /etc/fstab are automatically mounted (unless they are listed with ). The /etc/fstab file contains a list of lines of the following format: device /mount-point fstype options dumpfreq passno device is a device name (which should exist), as explained in the Disk naming conventions above. mount-point is a directory (which should exist), on which to mount the filesystem. fstype is the filesystem type to pass to &man.mount.8;. The default FreeBSD filesystem is ufs. options is either for read-write filesystems, or for read-only filesystems, followed by any other options that may be needed. A common option is for filesystems not normally mounted during the boot sequence. Other options in the &man.mount.8; manual page. dumpfreq is the number of days the filesystem should be dumped, and passno is the pass number during which the filesystem is checked during the boot sequence. The mount Command filesystemsmounting The &man.mount.8; command is what is ultimately used to mount filesystems. In its most basic form, you use: &prompt.root; mount device mountpoint There are plenty of options, as mentioned in the &man.mount.8; manual page, but the most common are: mount options Mount all filesystems in /etc/fstab, as modified by , if given. Do everything but actually mount the filesystem. Force the mounting the filesystem. Mount the filesystem read-only. fstype Mount the given filesystem as the given filesystem type, or mount only filesystems of the given type, if given the option. ufs is the default filesystem type. Update mount options on the filesystem. Be verbose. Mount the filesystem read-write. The takes a comma-separated list of the options, including the following: nodev Do not interpret special devices on the filesystem. Useful security option. noexec Do not allow execution of binaries on this filesystem. Useful security option. nosuid Do not interpret setuid or setgid flags on the filesystem. Useful security option. The umount Command filesystemsunmounting The umount command takes, as a parameter, one of a mountpoint, a device name, or the or option. All forms take to force unmounting, and for verbosity. and are used to unmount all mounted filesystems, possibly modified by the filesystem types listed after . , however, doesn't attempt to unmount the root filesystem. Adding Disks disksadding Originally contributed by &a.obrien; 26 April 1998 Lets say we want to add a new SCSI disk to a machine that currently only has a single drive. First turn off the computer and install the drive in the computer following the instructions of the computer, controller, and drive manufacturer. Due the wide variations of procedures to do this, the details are beyond the scope of this document. Login as user root. After you've installed the drive, inspect /var/run/dmesg.boot to ensure the new disk was found. Continuing with our example, the newly added drive will be da1 and we want to mount it on /1 (if you are adding an IDE drive, it will be wd1 in pre-4.0 systems, or ad1 in most 4.X systems). partitions slices fdisk Because FreeBSD runs on IBM-PC compatible computers, it must take into account the PC BIOS partitions. These are different from the traditional BSD partitions. A PC disk has up to four BIOS partition entries. If the disk is going to be truly dedicated to FreeBSD, you can use the dedicated mode. Otherwise, FreeBSD will have to live with in one of the PC BIOS partitions. FreeBSD calls the PC BIOS partitions slices so as not to confuse them with traditional BSD partitions. You may also use slices on a disk that is dedicated to FreeBSD, but used in a computer that also has another operating system installed. This is to not confuse the fdisk utility of the other operating system. In the slice case the drive will be added as /dev/da1s1e. This is read as: SCSI disk, unit number 1 (second SCSI disk), slice 1 (PC BIOS partition 1), and e BSD partition. In the dedicated case, the drive will be added simply as /dev/da1e. Using sysinstall sysinstalladding disks You may use /stand/sysinstall to partition and label a new disk using its easy to use menus. Either login as user root or use the su command. Run /stand/sysinstall and enter the Configure menu. With in the FreeBSD Configuration Menu, scroll down and select the Partition item. Next you should be presented with a list of hard drives installed in your system. If you do not see da1 listed, you need to recheck your physical installation and dmesg output in the file /var/run/dmesg.boot. Select da1 to enter the FDISK Partition Editor. Choose A to use the entire disk for FreeBSD. When asked if you want to remain cooperative with any future possible operating systems, answer YES. Write the changes to the disk using W. Now exit the FDISK editor using q. Next you will be asked about the Master Boot Record. Since you are adding a disk to an already running system, choose None. BSD partitions Next enter the Disk Label Editor. This is where you will create the traditional BSD partitions. A disk can have up to eight partitions, labeled a-h. A few of the partition labels have special uses. The a partition is used for the root partition (/). Thus only your system disk (e.g, the disk you boot from) should have an a partition. The b partition is used for swap partitions, and you may have many disks with swap partitions. The c partition addresses the entire disk in dedicated mode, or the entire FreeBSD slice in slice mode. The other partitions are for general use. Sysinstall's Label editor favors the e partition for non-root, non-swap partitions. With in the Label editor, create a single file system using C. When prompted if this will be a FS (file system) or swap, choose FS and give a mount point (e.g, /mnt). When adding a disk in post-install mode, Sysinstall will not create entries in /etc/fstab for you, so the mount point you specify isn't important. You are now ready to write the new label to the disk and create a file system on it. Do this by hitting W. Ignore any errors from Sysinstall that it could not mount the new partition. Exit the Label Editor and Sysinstall completely. The last step is to edit /etc/fstab to add an entry for your new disk. Using Command Line Utilities Using Slices This setup will allow your disk to work correctly with other operating systems that might be installed on your computer and will not confuse other operating systems' fdisk utilities. It is recommended to use this method for new disk installs. Only use dedicated mode if you have a good reason to do so! &prompt.root; dd if=/dev/zero of=/dev/rda1 bs=1k count=1 &prompt.root; fdisk -BI da1 #Initialize your new disk &prompt.root; disklabel -B -w -r da1s1 auto #Label it. &prompt.root; disklabel -e da1s1 # Now edit the disklabel you just created and add any partitions. &prompt.root; mkdir -p /1 &prompt.root; newfs /dev/da1s1e # Repeat this for every partition you created. &prompt.root; mount -t ufs /dev/da1s1e /1 # Mount the partition(s) &prompt.root; vi /etc/fstab # When satisfied, add the appropriate entry/entries to your /etc/fstab. If you have an IDE disk, substitute ad - for da. On pre-4.x systems use + for da. On pre-4.X systems use wd. Dedicated OS/2 If you will not be sharing the new drive with another operating system, you may use the dedicated mode. Remember this mode can confuse Microsoft operating systems; however, no damage will be done by them. IBM's OS/2 however, will appropriate any partition it finds which it doesn't understand. &prompt.root; dd if=/dev/zero of=/dev/rda1 bs=1k count=1 &prompt.root; disklabel -Brw da1 auto &prompt.root; disklabel -e da1 # create the `e' partition &prompt.root; newfs -d0 /dev/rda1e &prompt.root; mkdir -p /1 &prompt.root; vi /etc/fstab # add an entry for /dev/da1e &prompt.root; mount /1 An alternate method is: &prompt.root; dd if=/dev/zero of=/dev/rda1 count=2 &prompt.root; disklabel /dev/rda1 | disklabel -BrR da1 /dev/stdin &prompt.root; newfs /dev/rda1e &prompt.root; mkdir -p /1 &prompt.root; vi /etc/fstab # add an entry for /dev/da1e &prompt.root; mount /1 Virtual Disks: Network, Memory, and File-Based Filesystems virtual disks disksvirtual Aside from the disks you physically insert into your computer: floppies, CDs, hard drives, and so forth; other forms of disks are understood by FreeBSD - the virtual disks. NFS Coda disksmemory These include network filesystems such as the Network Filesystem and Coda, memory-based filesystems such as md and file-backed filesystems created by vnconfig. vnconfig: file-backed filesystem disksfile-backed &man.vnconfig.8; configures and enables vnode pseudo disk devices. A vnode is a representation of a file, and is the focus of file activity. This means that &man.vnconfig.8; uses files to create and operate a filesystem. One possible use is the mounting of floppy or CD images kept in files. To mount an existing filesystem image: Using vnconfig to mount an existing filesystem image &prompt.root; vnconfig vn0 diskimage &prompt.root; mount /dev/vn0c /mnt To create a new filesystem image with vnconfig: Creating a New File-Backed Disk with vnconfig &prompt.root; dd if=/dev/zero of=newimage bs=1k count=5k 5120+0 records in 5120+0 records out &prompt.root; vnconfig -s labels -c vn0 newimage &prompt.root; disklabel -r -w vn0 auto &prompt.root; newfs vn0c Warning: 2048 sector(s) in last cylinder unallocated /dev/rvn0c: 10240 sectors in 3 cylinders of 1 tracks, 4096 sectors 5.0MB in 1 cyl groups (16 c/g, 32.00MB/g, 1280 i/g) super-block backups (for fsck -b #) at: 32 &prompt.root; mount /dev/vn0c /mnt &prompt.root; df /mnt Filesystem 1K-blocks Used Avail Capacity Mounted on /dev/vn0c 4927 1 4532 0% /mnt md: Memory Filesystem disksmemory md is a simple, efficient means to do memory filesystems. Simply take a filesystem you've prepared with, for example, &man.vnconfig.8;, and: md memory disk &prompt.root; dd if=newimage of=/dev/md0 5120+0 records in 5120+0 records out &prompt.root; mount /dev/md0c /mnt &prompt.root; df /mnt Filesystem 1K-blocks Used Avail Capacity Mounted on /dev/md0c 4927 1 4532 0% /mnt Disk Quotas accountingdisk space disk quotas Quotas are an optional feature of the operating system that allow you to limit the amount of disk space and/or the number of files a user, or members of a group, may allocate on a per-file system basis. This is used most often on timesharing systems where it is desirable to limit the amount of resources any one user or group of users may allocate. This will prevent one user from consuming all of the available disk space. Configuring Your System to Enable Disk Quotas Before attempting to use disk quotas it is necessary to make sure that quotas are configured in your kernel. This is done by adding the following line to your kernel configuration file: options QUOTA The stock GENERIC kernel does not have this enabled by default, so you will have to configure, build and install a custom kernel in order to use disk quotas. Please refer to the Configuring the FreeBSD Kernel section for more information on kernel configuration. Next you will need to enable disk quotas in /etc/rc.conf. This is done by adding the line: enable_quotas=YES disk quotaschecking For finer control over your quota startup, there is an additional configuration variable available. Normally on bootup, the quota integrity of each file system is checked by the quotacheck program. The quotacheck facility insures that the data in the quota database properly reflects the data on the file system. This is a very time consuming process that will significantly affect the time your system takes to boot. If you would like to skip this step, a variable is made available for the purpose: check_quotas=NO If you are running FreeBSD prior to 3.2-RELEASE, the configuration is simpler, and consists of only one variable. Set the following in your /etc/rc.conf: check_quotas=YES Finally you will need to edit /etc/fstab to enable disk quotas on a per-file system basis. This is where you can either enable user or group quotas or both for all of your file systems. To enable per-user quotas on a file system, add the userquota option to the options field in the /etc/fstab entry for the file system you want to enable quotas on. For example: /dev/da1s2g /home ufs rw,userquota 1 2 Similarly, to enable group quotas, use the groupquota option instead of the userquota keyword. To enable both user and group quotas, change the entry as follows: /dev/da1s2g /home ufs rw,userquota,groupquota 1 2 By default the quota files are stored in the root directory of the file system with the names quota.user and quota.group for user and group quotas respectively. See man fstab for more information. Even though that man page says that you can specify an alternate location for the quota files, this is not recommended because the various quota utilities do not seem to handle this properly. At this point you should reboot your system with your new kernel. /etc/rc will automatically run the appropriate commands to create the initial quota files for all of the quotas you enabled in /etc/fstab, so there is no need to manually create any zero length quota files. In the normal course of operations you should not be required to run the quotacheck, quotaon, or quotaoff commands manually. However, you may want to read their man pages just to be familiar with their operation. Setting Quota Limits disk quotaslimits Once you have configured your system to enable quotas, verify that they really are enabled. An easy way to do this is to run: &prompt.root; quota -v You should see a one line summary of disk usage and current quota limits for each file system that quotas are enabled on. You are now ready to start assigning quota limits with the edquota command. You have several options on how to enforce limits on the amount of disk space a user or group may allocate, and how many files they may create. You may limit allocations based on disk space (block quotas) or number of files (inode quotas) or a combination of both. Each of these limits are further broken down into two categories; hard and soft limits. hard limit A hard limit may not be exceeded. Once a user reaches his hard limit he may not make any further allocations on the file system in question. For example, if the user has a hard limit of 500 blocks on a file system and is currently using 490 blocks, the user can only allocate an additional 10 blocks. Attempting to allocate an additional 11 blocks will fail. soft limit Soft limits, on the other hand, can be exceeded for a limited amount of time. This period of time is known as the grace period, which is one week by default. If a user stays over his or her soft limit longer than the grace period, the soft limit will turn into a hard limit and no further allocations will be allowed. When the user drops back below the soft limit, the grace period will be reset. The following is an example of what you might see when you run the edquota command. When the edquota command is invoked, you are placed into the editor specified by the EDITOR environment variable, or in the vi editor if the EDITOR variable is not set, to allow you to edit the quota limits. &prompt.root; edquota -u test Quotas for user test: /usr: blocks in use: 65, limits (soft = 50, hard = 75) inodes in use: 7, limits (soft = 50, hard = 60) /usr/var: blocks in use: 0, limits (soft = 50, hard = 75) inodes in use: 0, limits (soft = 50, hard = 60) You will normally see two lines for each file system that has quotas enabled. One line for the block limits, and one line for inode limits. Simply change the value you want updated to modify the quota limit. For example, to raise this users block limit from a soft limit of 50 and a hard limit of 75 to a soft limit of 500 and a hard limit of 600, change: /usr: blocks in use: 65, limits (soft = 50, hard = 75) to: /usr: blocks in use: 65, limits (soft = 500, hard = 600) The new quota limits will be in place when you exit the editor. Sometimes it is desirable to set quota limits on a range of uids. This can be done by use of the option on the edquota command. First, assign the desired quota limit to a user, and then run edquota -p protouser startuid-enduid. For example, if user test has the desired quota limits, the following command can be used to duplicate those quota limits for uids 10,000 through 19,999: &prompt.root; edquota -p test 10000-19999 See man edquota for more detailed information. Checking Quota Limits and Disk Usage disk quotaschecking You can use either the quota or the repquota commands to check quota limits and disk usage. The quota command can be used to check individual user and group quotas and disk usage. Only the super-user may examine quotas and usage for other users, or for groups that they are not a member of. The repquota command can be used to get a summary of all quotas and disk usage for file systems with quotas enabled. The following is some sample output from the quota -v command for a user that has quota limits on two file systems. Disk quotas for user test (uid 1002): Filesystem blocks quota limit grace files quota limit grace /usr 65* 50 75 5days 7 50 60 /usr/var 0 50 75 0 50 60 grace period On the /usr file system in the above example this user is currently 15 blocks over the soft limit of 50 blocks and has 5 days of the grace period left. Note the asterisk * which indicates that the user is currently over his quota limit. Normally file systems that the user is not using any disk space on will not show up in the output from the quota command, even if he has a quota limit assigned for that file system. The option will display those file systems, such as the /usr/var file system in the above example. Quotas over NFS NFS Quotas are enforced by the quota subsystem on the NFS server. The &man.rpc.rquotad.8; daemon makes quota information available to the &man.quota.1; command on NFS clients, allowing users on those machines to see their quota statistics. Enable rpc.rquotad in /etc/inetd.conf like so: rquotad/1 dgram rpc/udp wait root /usr/libexec/rpc.rquotad rpc.rquotad Now restart inetd: &prompt.root; kill -HUP `cat /var/run/inetd.pid` Creating CDs CDROMscreating Contributed by Mike Meyer mwm@mired.org, April 2001. Introduction CDs have a number of features that differentiate them from conventional disks. Initially, they weren't writable by the user. They are designed so that they can be read continuously without delays to move the head between tracks. They are also much easier to transport between systems than similarly sized media were at the time. CDs do have tracks, but this refers to a section of data to be read continuously and not a physical property of the disk. To produce a CD on FreeBSD, you prepare the data files that are going to make up the tracks on the CD, then write the tracks to the CD. ISO 9660 filesystemsISO-9660 The ISO 9660 file system was designed to deal with these differences. It unfortunately codifies file system limits that were common then. Fortunately, it provides an extension mechanism that allows properly written CDs to exceed those limits while still working with systems that do not support those extensions. mkisofs The mkisofs program is used to produce a data file containing an ISO 9660 file system. It has options that support various extensions, and is described below. You can install it with the /usr/ports/sysutils/mkisofs port. CD burnerATAPI Which tool to use to burn the CD depends on whether your CD burner is ATAPI or something else. ATAPI CD burners use the burncd program that is part of the base system. SCSI and USB CD burners should use the cdrecord from the /usr/ports/sysutils/cdrecord port. mkisofs mkisofs produces an ISO 9660 file system that is an image of a directory tree in the Unix file system name space. The simplest usage is: &prompt.root; mkisofs imagefile.iso /path/to/tree filesystemsISO-9660 This command will create an imagefile containing an ISO 9660 file system that is a copy of the tree at /path/to/tree. In the process, it will map the file names to names that fit the limitations of the standard ISO 9660 file system, and will exclude files that have names uncharacteristic of ISO file systems. Read &man.mkisofs.8; for details of this process, and options that can be used to control it. filesystemsHFS filesystemsJoliet A number of options are available to overcome those restrictions. In particular, enables the Rock Ridge extensions common to Unix systems, enables Joliet extensions used by Microsoft systems, and can be used to create HFS file systems used by Macs. Read &man.mkisofs.8; for more information on the last two. For CDs that are going to be used only on FreeBSD systems, can be used to disable all filename restrictions. When used with , it produces a file system image that is identical to the FreeBSD tree you started from, though it may violate the ISO 9660 standard in a number of ways. CDROMscreating bootable The last option of general use is . This is used to specify the location of the boot image for use in producing an El Torito bootable CD. This option takes an argument which is the path to a boot image from the top of the tree being written to the CD. So, given that /tmp/myboot holds a bootable FreeBSD system with the boot image in /tmp/myboot/boot/cdboot, you could produce the image of an ISO 9660 file system in /tmp/bootable.iso like so: &prompt.root; mkisofs boot/cdboot /tmp/bootable.iso /tmp/myboot Having done that, if you have vn configured in your kernel, you can mount the file system with: &prompt.root; vnconfig vn0c /tmp/bootable.iso &prompt.root; mount cd9660 /dev/vn0c /mnt At which point you can verify that /mnt and /tmp/myboot are identical. There are many other options you can use with mkisofs to fine-tune its behavior. See &man.mkisofs.8; for details. burncd CDROMsburning If you have an ATAPI CD burner, you can use the burncd command to burn an ISO image onto a CD. burncd is part of the base system, installed as /usr/sbin/burncd. Usage is very simple, as it has few options: &prompt.root; burncd cddevice data imagefile.iso fixate Will burn a copy of imagefile.iso on cddevice. The default device is /dev/acd0. See &man.burncd.8; for options to set the write speed, eject the CD after burning, and write audio data. cdrecord If you do not have an ATAPI CD burner, you will have to use cdrecord to burn your CDs. cdrecord is not part of the base system; you must install it from either the port at /usr/ports/sysutils/cdrecord or the appropriate package. Changes to the base system can cause binary versions of this program to fail, possibly resulting in a coaster. You should therefore either upgrade the port when you upgrade your system, or if you are tracking -stable, upgrade the port when a new version becomes available. While cdrecord has many options, basic usage is even simpler than burncd. Burning an ISO 9660 image is done with: &prompt.root; cdrecord device imagefile.iso The tricky part of using cdrecord is finding the to use. To find the proper setting, use the flag of cdrecord, which might produce results like this: CDROMsburning &prompt.root; cdrecord Cdrecord 1.9 (i386-unknown-freebsd4.2) Copyright (C) 1995-2000 Jörg Schilling Using libscg version 'schily-0.1' scsibus0: 0,0,0 0) 'SEAGATE ' 'ST39236LW ' '0004' Disk 0,1,0 1) 'SEAGATE ' 'ST39173W ' '5958' Disk 0,2,0 2) * 0,3,0 3) 'iomega ' 'jaz 1GB ' 'J.86' Removable Disk 0,4,0 4) 'NEC ' 'CD-ROM DRIVE:466' '1.26' Removable CD-ROM 0,5,0 5) * 0,6,0 6) * 0,7,0 7) * scsibus1: 1,0,0 100) * 1,1,0 101) * 1,2,0 102) * 1,3,0 103) * 1,4,0 104) * 1,5,0 105) 'YAMAHA ' 'CRW4260 ' '1.0q' Removable CD-ROM 1,6,0 106) 'ARTEC ' 'AM12S ' '1.06' Scanner 1,7,0 107) * This lists the appropriate value for the devices on the list. Locate your CD burner, and use the three numbers separated by commas as the value for . In this case, the CRW device is 1,5,0, so the appropriate input would be =1,5,0. There are easier ways to specify this value; see &man.cdrecord.1; for details. That is also the place to look for information on writing audio tracks, controlling the speed, and other things. diff --git a/en_US.ISO8859-1/books/handbook/install/chapter.sgml b/en_US.ISO8859-1/books/handbook/install/chapter.sgml index 7fd6b5a4b6..0ee4a290a4 100644 --- a/en_US.ISO8859-1/books/handbook/install/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/install/chapter.sgml @@ -1,2048 +1,2048 @@ Installing FreeBSD Restructured, updated, and parts rewritten by &a.jim;, January 2000. Synopsis installation The following chapter will attempt to guide you through the installation of FreeBSD on your system. It can be installed through a variety of methods, including anonymous FTP (assuming you have network connectivity via modem or local network), CDROM, floppy disk, tape, an MS-DOS partition, or even NFS. No matter which method you choose, you will need to get started by creating the installation disks as described in the next section. Booting into the FreeBSD installer, even if you are not planning on installing FreeBSD right away, will provide important information about compatibility with your hardware. This information may dictate which installation options are even possible for you. It can also provide clues early-on in the process to potential problems you may come across later. installation network anonymous FTP If you plan to install FreeBSD via anonymous FTP, the only things you will need are the installation floppies. The installation program itself will handle anything else that is required. For more information about obtaining FreeBSD, see the Obtaining FreeBSD section of the Appendix. By now, you are probably wondering what exactly it is you need to do. Continue on to the installation guide. Installation Guide The following sections will guide you through preparing for and actually installing FreeBSD. If you find something missing, please let us know about it by sending email to the &a.doc;. Preparing for the Installation There are various things you should do in preparation for the installation. The following describes what needs to be done prior to each type of installation. The first thing to do is to make sure your hardware is supported by FreeBSD. The list of supported hardware should come in handy here. ;-) It would also be a good idea to make a list of any special cards you have installed, such as SCSI controllers, ethernet cards, sound cards, etc.. The list should include their IRQs and IO port addresses. Creating the Installation Floppies installation boot floppies installation CDROM You may need to prepare some floppy disks. These disks will be used to boot your computer in to the FreeBSD install process. This step is not necessary if you are installing from CDROM, and your computer supports booting from the CDROM. If you do not meet these requirements then you will need to create some floppies to boot from. If you are not sure whether your computer can boot from the CDROM it does not hurt to try. Just insert the CDROM as normal and restart your computer. You might need to adjust some options in your BIOS so that your computer will try and boot from the CDROM drive before the hard disk. Even if you have the CDROM it might make sense for you to download the files. There have been occasions where bugs in the FreeBSD installer have been discovered after the CDs have been released. When this happens the copies of the images on the FTP site will be fixed as soon as possible. Obviously, it is not possible to update the CDs after they have been pressed. Acquire the boot floppy images These are files with a .flp extension. If you have a CDROM release of FreeBSD then you will find the files in the floppies subdirectory. Alternatively, you can download the images from the floppies directory of the FreeBSD FTP site or your local mirror. The names of the files you will need varies between FreeBSD releases (sometimes) and the architecture you will be installing on. The installation boot image information on the FTP site provides up-to-the-minute information about the specific files you will need. 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. The image files, such as kern.flp, are not regular files 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. DOS 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/rfd1 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. Before Installing from CDROM If your CDROM is of an unsupported type, please skip ahead to the MS-DOS Preparation section. There is not a whole lot of preparation needed if you are installing from one of BSDi's FreeBSD CDROMs (other CDROM distributions may work as well, though we cannot say for certain as we have no hand or say in how they created). You can either boot into the CD installation directly from DOS using the install.bat or you can make floppies with the makeflp.bat command. If the CD has El Torito boot support and your system supports booting directly from the CDROM drive (many older systems do NOT), simply insert the first CD of the set into the drive and reboot your system. You will be put into the installation menu directly from the CD. DOS If you are installing from an MS-DOS partition and have the proper drivers to access your CD, run the install.bat script provided on the CDROM. This will attempt to boot the FreeBSD installation directly from DOS. You must do this from actual DOS (i.e., boot in DOS mode) and not from a DOS window under Windows. For the easiest interface of all (from DOS), type view. This will bring up a DOS menu utility that leads you through all of the available options. UNIX If you are creating the boot floppies from a UNIX machine, see the Creating the Boot Floppies section of this guide for examples. Once you have booted from DOS or floppy, you should then be able to select CDROM as the media type during the install process and load the entire distribution from CDROM. No other types of installation media should be required. After your system is fully installed and you have rebooted (from the hard disk), you can mount the CDROM at any time by typing: &prompt.root; mount /cdrom Before removing the CD from the drive again, you must first unmount it. This is done with the following command: &prompt.root; umount /cdrom Do not just remove it from the drive! Before invoking the installation, be sure that the CDROM is in the drive so that the install probe can find it. This is also true if you wish the CDROM to be added to the default system configuration automatically during the installation (whether or not you actually use it as the installation media). installationnetworkFTP Finally, if you would like people to be able to FTP install FreeBSD directly from the CDROM in your machine, you will find it quite easy. After the machine is fully installed, you simply need to add the following line to the password file (using the vipw command): ftp:*:99:99::0:0:FTP:/cdrom:/nonexistent 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. If you choose to enable anonymous FTP during the installation of your system, the installation program will do the above for you. Before installing from Floppies installationfloppies 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. Before Installing from MS-DOS installationfrom MS-DOS To prepare for an installation from an MS-DOS partition, copy the files from the distribution into a directory named, 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. Before Installing from QIC/SCSI Tape installationfrom 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, so after getting all of the distribution files you are interested in, simply tar them onto the tape like so: &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 installationnetworkserial (SLIP or PPP) installationnetworkparallel (PLIP) installationnetworkEthernet 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 Supported Hardware list. 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 installationnetworkNFS 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. Before Installing via FTP installationnetworkFTP FTP installation may be done from any FreeBSD mirror site containing a reasonably up-to-date version of FreeBSD. A full list of FTP mirrors located all over the world is provided during the install process. If you are installing from an FTP site not listed in this menu, or are having trouble getting your name server configured properly, you can also specify a URL to use by selecting the choice labeled Other in that menu. You can also use the IP address of a machine you wish to install from, so the following would work in the absence of a name server: ftp://209.55.82.20/pub/FreeBSD/&rel.current;-RELEASE There are three FTP installation modes you can choose from: active or passive FTP or via a HTTP proxy. FTP Active 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 FTPPassive 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 FTPvia 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. There is another type of FTP proxy other tha HTTP proxies. This type is very uncommon, though. If you are not absolutely certain, you can assume that you have a HTTP proxy as described above. 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.bar.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.bar.com:1234/pub/FreeBSD. Since /pub/FreeBSD from ftp.FreeBSD.org is proxied under foo.bar.com, you are able to install from that machine (which will fetch the files from ftp.FreeBSD.org as your installation requests them. Check your BIOS drive numbering If you have used features in your BIOS to renumber your disk drives without re-cabling them then you should read first to avoid confusion. Installing FreeBSD Once you have completed the pre-installation step relevant to your situation, you are ready to install FreeBSD! Although you should not experience any difficulty, there is always the chance that you may, no matter how slight it is. If this is the case in your situation, then you may wish to go back and re-read the relevant preparation section or sections. Perhaps you will come across something you missed the first time. If you are having hardware problems, or FreeBSD refuses to boot at all, read the Hardware Guide for a list of possible solutions. sysinstall The FreeBSD boot floppies contain all of the online documentation you should need to be able to navigate through an installation. If it does not, please let us know what you found to be the most confusing or most lacking. Send your comments to the &a.doc;. It is the objective of the installation program (sysinstall) to be self-documenting enough that painful step-by-step guides are no longer necessary. It may take us a little while to reach that objective, but nonetheless, it is still our objective :-) Meanwhile, you may also find the following typical installation sequence to be helpful: Boot the kern.flp floppy and when asked, remove it and insert the mfsroot.flp and hit return. After a boot sequence which can take anywhere from 30 seconds to 3 minutes, depending on your hardware, you should be presented with a menu of initial choices. If the kern.flp floppy does not boot at all or the boot hangs at some stage, read the Q&A section of the Hardware Guide for possible causes. Press F1. You should see some basic usage instructions on the menu screen and general navigation. If you have not used this menu system before then please read this thoroughly. Select the Options item and set any special preferences you may have. installationstandard installationexpress installationcustom Select a Standard, Express, or Custom install, depending on whether or not you would like the installation to help you through a typical installation, give you a high degree of control over each step, or simply whiz through it (using reasonable defaults when possible) as fast as possible. If you have never used FreeBSD before, the Standard installation method is most recommended. The final configuration menu choice allows you to further configure your FreeBSD installation by giving you menu-driven access to various system defaults. Some items, like networking, may be especially important if you did a CDROM, tape, or floppy install and have not yet configured your network interfaces (assuming you have any). Properly configuring such interfaces here will allow FreeBSD to come up on the network when you first reboot from the hard disk. Supported Hardware hardware FreeBSD currently runs on a wide variety of ISA, VLB, EISA, and PCI bus based PCs, ranging from the 386SX to Pentium class machines (though the 386SX is not recommended). Support for generic IDE or ESDI drive configurations, various SCSI controllers, and network and serial cards is also provided. FreeBSD also supports IBM's microchannel (MCA) bus. In order to run FreeBSD, a recommended minimum of eight megabytes of RAM is suggested. Sixteen megabytes is the preferred amount of RAM as you may have some trouble with anything less than sixteen depending on your hardware. What follows is a list of hardware currently known to work with FreeBSD. There may be other hardware that works as well, but we have simply not received any confirmation of it. Disk Controllers disk controllers WD1003 (any generic MFM/RLL) WD1007 (any generic IDE/ESDI) IDE ATA Adaptec 1535 ISA SCSI controllers Adaptec 154X series ISA SCSI controllers Adaptec 174X series EISA SCSI controllers in standard and enhanced mode Adaptec 274X/284X/2920C/294X/2950/3940/3950 (Narrow/Wide/Twin) series EISA/VLB/PCI SCSI controllers Adaptec AIC-7850, AIC-7860, AIC-7880, AIC-789X on-board SCSI controllers Adaptec 1510 series ISA SCSI controllers (not for bootable devices) Adaptec 152X series ISA SCSI controllers Adaptec AIC-6260 and AIC-6360 based boards, which include the AHA-152X and SoundBlaster SCSI cards AdvanSys SCSI controllers (all models) BusLogic MultiMaster W Series Host Adapters including BT-948, BT-958, BT-9580 BusLogic MultiMaster C Series Host Adapters including BT-946C, BT-956C, BT-956CD, BT-445C, BT-747C, BT-757C, BT-757CD, BT-545C, BT-540CF BusLogic MultiMaster S Series Host Adapters including BT-445S, BT-747S, BT-747D, BT-757S, BT-757D, BT-545S, BT-542D, BT-742A, BT-542B BusLogic MultiMaster A Series Host Adapters including BT-742A, BT-542B AMI FastDisk controllers that are true BusLogic MultiMaster clones are also supported. BusLogic/Mylex Flashpoint adapters are NOT yet supported. DPT SmartCACHE Plus, SmartCACHE III, SmartRAID III, SmartCACHE IV, and SmartRAID IV SCSI/RAID are supported. The DPT SmartRAID/CACHE V is not yet supported. The DPT PM3754U2-16M SCSI RAID Controller is also supported. Compaq Intelligent Disk Array Controllers: IDA, IDA-2, IAES, SMART, SMART-2/E, Smart-2/P, SMART-2SL, Integrated Array, and Smart Arrays 3200, 3100ES, 221, 4200, 4200, 4250ES. SymBios (formerly NCR) 53C810, 53C810a, 53C815, 53C820, 53C825a, 53C860, 53C875, 53C875j, 53C885, and 53C896 PCI SCSI controllers including ASUS SC-200, Data Technology DTC3130 (all variants), Diamond FirePort (all), NCR cards (all), SymBios cards (all), Tekram DC390W, 390U, and 390F, and Tyan S1365 QLogic 1020, 1040, 1040B, and 2100 SCSI and Fibre Channel Adapters DTC 3290 EISA SCSI controller in 1542 evaluation mode With all supported SCSI controllers, full support is provided for SCSI-I and SCSI-II peripherals, including hard disks, optical disks, tape drives (including DAT and 8mm Exabyte), medium changers, processor target devices, and CDROM drives. WORM devices that support CDROM commands are supported for read-only access by the CDROM driver. WORM/CD-R/CD-RW writing support is provided by cdrecord, which is in the ports tree. The following CDROM type systems are supported at this time: cd - SCSI interface (includes ProAudio Spectrum and SoundBlaster SCSI) matcd - Matsushita/Panasonic (Creative SoundBlaster) proprietary interface (562/563 models) scd - Sony proprietary interface (all models) acd - ATAPI IDE interface The following drivers were supported under the old SCSI subsystem, but are NOT YET supported under the new CAM SCSI subsystem: NCR5380/NCR53400 (ProAudio Spectrum) SCSI controller UltraStor 14F, 24F, and 34F SCSI controllers Seagate ST01/02 SCSI controllers Future Domain 8XX/950 series SCSI controllers WD7000 SCSI controller There is work-in-progress to port the UltraStor driver to the new CAM framework, but no estimates on when or if it will be completed. Unmaintained drivers, which might or might not work for your hardware: Floppy tape interface (Colorado/Mountain/Insight) mcd - Mitsumi proprietary CDROM interface (all models) Network Cards network cards Adaptec Duralink PCI fast ethernet adapters based on the Adaptec AIC-6195 fast ethernet controller chip, including the following: ANA-62011 64-bit single port 10/100baseTX adapter ANA-62022 64-bit dual port 10/100baseTX adapter ANA-62044 64-bit quad port 10/100baseTX adapter ANA-69011 32-bit single port 10/100baseTX adapter ANA-62020 64-bit single port 100baseFX adapter Allied-Telesyn AT1700 and RE2000 cards Alteon Networks PCI gigabit ethernet NICs based on the Tigon 1 and Tigon 2 chipsets including the Alteon AceNIC (Tigon 1 and 2), 3Com 3c985-SX (Tigon 1 and 2), Netgear GA620 (Tigon 2), Silicon Graphics Gigabit Ethernet, DEC/Compaq EtherWORKS 1000, NEC Gigabit Ethernet AMD PCnet/PCI (79c970 and 53c974 or 79c974) RealTek 8129/8139 fast ethernet NICs including the following: Allied-Telesyn AT2550 Allied-Telesyn AT2500TX Genius GF100TXR (RTL8139) NDC Communications NE100TX-E OvisLink LEF-8129TX OvisLink LEF-8139TX Netronix Inc. EA-1210 NetEther 10/100 KTX-9130TX 10/100 Fast Ethernet Accton Cheetah EN1207D (MPX 5030/5038; RealTek 8139 clone) SMC EZ Card 10/100 PCI 1211-TX Lite-On 98713, 98713A, 98715, and 98725 fast ethernet NICs, including the LinkSys EtherFast LNE100TX, NetGear FA310-TX Rev. D1, Matrox FastNIC 10/100, Kingston KNE110TX Macronix 98713, 98713A, 98715, 98715A, and 98725 fast ethernet NICs including the NDC Communications SFA100A (98713A), CNet Pro120A (98713 or 98713A), CNet Pro120B (98715), SVEC PN102TX (98713) Macronix/Lite-On PNIC II LC82C115 fast ethernet NICs including the LinkSys EtherFast LNE100TX version 2 Winbond W89C840F fast ethernet NICs including the Trendware TE100-PCIE VIA Technologies VT3043 Rhine I and VT86C100A Rhine II fast ethernet NICs including the Hawking Technologies PN102TX and D-Link DFE-530TX Silicon Integrated Systems SiS 900 and SiS 7016 PCI fast ethernet NICs Sundance Technologies ST201 PCI fast ethernet NICs including the D-Link DFE-550TX SysKonnect SK-984x PCI gigabit ethernet cards including the SK-9841 1000baseLX (single mode fiber, single port), the SK-9842 1000baseSX (multimode fiber, single port), the SK-9843 1000baseLX (single mode fiber, dual port), and the SK-9844 1000baseSX (multimode fiber, dual port). Texas Instruments ThunderLAN PCI NICs, including the Compaq Netelligent 10, 10/100, 10/100 Proliant, 10/100 Dual-Port, 10/100 TX Embedded UTP, 10 T PCI UTP/Coax, and 10/100 TX UTP, the Compaq NetFlex 3P, 3P Integrated, and 3P w/BNC, the Olicom OC-2135/2138, OC-2325, OC-2326 10/100 TX UTP, and the Racore 8165 10/100baseTX and 8148 10baseT/100baseTX/100baseFX multi-personality cards ADMtek AL981-based and AN985-based PCI fast ethernet NICs ASIX Electronics AX88140A PCI NICs including the Alfa Inc. GFC2204 and CNet Pro110B DEC EtherWORKS III NICs (DE203, DE204, and DE205) DEC EtherWORKS II NICs (DE200, DE201, DE202, and DE422) DEC DC21040, DC21041, or DC21140 based NICs (SMC Etherpower 8432T, DE245, etc.) DEC FDDI (DEFPA/DEFEA) NICs Efficient ENI-155p ATM PCI FORE PCA-200E ATM PCI Fujitsu MB86960A/MB86965A HP PC Lan+ cards (model numbers: 27247B and 27252A) Intel EtherExpress ISA (not recommended due to driver instability) Intel EtherExpress Pro/10 Intel EtherExpress Pro/100B PCI Fast Ethernet Isolan AT 4141-0 (16 bit) Isolink 4110 (8 bit) Novell NE1000, NE2000, and NE2100 Ethernet interfaces PCI network cards emulating the NE2000, including the RealTek 8029, NetVin 5000, Winbond W89C940, Surecom NE-34, VIA VT86C926 3Com 3C501, 3C503 Etherlink II, 3C505 Etherlink/+, 3C507 Etherlink 16/TP, 3C509, 3C579, 3C589 (PCMCIA), 3C590/592/595/900/905/905B/905C PCI and EISA (Fast) Etherlink III / (Fast) Etherlink XL, 3C980/3C980B Fast Etherlink XL server adapter, 3CSOHO100-TX OfficeConnect adapter Toshiba ethernet cards PCMCIA ethernet cards from IBM and National Semiconductor are also supported USB Peripherals USB Peripherals A wide range of USB peripherals are supported. Owing to the generic nature of most USB devices, with some exceptions any device of a given class will be supported even if not explicitly listed here. USB keyboards USB mice USB printers and USB to parallel printer conversion cables USB hubs Motherboard chipsets: ALi Aladdin-V Intel 82371SB (PIIX3) and 82371AB and EB (PIIX4) chipsets NEC uPD 9210 Host Controller VIA 83C572 USB Host Controller and any other UHCI or OHCI compliant motherboard chipset (no exceptions known). PCI plug-in USB host controllers ADS Electronics PCI plug-in card (2 ports) Entrega PCI plug-in card (4 ports) Specific USB devices reported to be working: Agiler Mouse 29UO Andromeda hub Apple iMac mouse and keyboard ATen parallel printer adapter Belkin F4U002 parallel printer adapter and Belkin mouse BTC BTC7935 keyboard with mouse port Cherry G81-3504 Chic mouse Cypress mouse Entrega USB-to-parallel printer adapter Genius Niche mouse Iomega USB Zip 100 MB Kensington Mouse-in-a-Box Logitech M2452 keyboard Logitech wheel mouse (3 buttons) Logitech PS/2 / USB mouse (3 buttons) MacAlly mouse (3 buttons) MacAlly self-powered hub (4 ports) Microsoft Intellimouse (3 buttons) Microsoft keyboard NEC hub Trust Ami Mouse (3 buttons) ISDN (European DSS1 [Q.921/Q.931] protocol) ISDN Asuscom I-IN100-ST-DV (experimental, may work) Asuscom ISDNlink 128K AVM A1 AVM Fritz!Card classic AVM Fritz!Card PCI - AVM Fritz!Card PCMCIA (currently FreeBSD 3.x only) + AVM Fritz!Card PCMCIA (currently FreeBSD 3.X only) - AVM Fritz!Card PnP (currently FreeBSD 3.x only) + AVM Fritz!Card PnP (currently FreeBSD 3.X only) Creatix ISDN-S0/8 Creatix ISDN-S0/16 Creatix ISDN-S0 PnP Dr.Neuhaus Niccy 1008 Dr.Neuhaus Niccy 1016 Dr.Neuhaus Niccy GO@ (ISA PnP) Dynalink IS64PH (no longer maintained) ELSA 1000pro ISA ELSA 1000pro PCI ELSA PCC-16 - ITK ix1 micro (currently FreeBSD 3.x only) + ITK ix1 micro (currently FreeBSD 3.X only) - ITK ix1 micro V.3 (currently FreeBSD 3.x only) + ITK ix1 micro V.3 (currently FreeBSD 3.X only) Sagem Cybermod (ISA PnP, may work) Sedlbauer Win Speed Siemens I-Surf 2.0 Stollman Tina-pp (under development) Teles S0/8 Teles S0/16 Teles S0/16.3 (the c Versions - like 16.3c - are unsupported!) Teles S0 PnP (experimental, may work) 3Com/USRobotics Sportster ISDN TA intern (non-PnP version) Sound Devices The following soundcards or codecs are supported (devices marked 'experimental' are only supported in FreeBSD-CURRENT and might work only unstably): sound cards 16550 UART (Midi) (experimental, needs a trick in the hints file) Advance Asound 100, 110 and Logic ALS120 Aureal Vortex1/Vortex2 and Vortex Advantage based soundcards by a third party driver Creative Labs SB16, SB32, SB AWE64 (including Gold), Vibra16, SB PCI (experimental), SB Live! (experimental) and most SoundBlaster compatible cards Creative Labs SB Midi Port (experimental), SB OPL3 Synthesizer (experimental) Crystal Semiconductor CS461x/462x Audio Accelerator, the support for the CS461x Midi port is experimental Crystal Semiconductor CS428x Audio Controller CS4237, CS4236, CS4232, CS4231 (ISA) ENSONIQ AudioPCI ES1370/1371 ESS ES1868, ES1869, ES1879, ES1888 Gravis UltraSound PnP, MAX NeoMagic 256AV/ZX (PCI) OPTi931 (ISA) OSS-compatible sequencer (Midi) (experimental) Trident 4DWave DX/NX (PCI) Yahama OPL-SAx (ISA) Miscellaneous Devices AST 4 port serial card using shared IRQ ARNET 8 port serial card using shared IRQ ARNET (now Digiboard) Sync 570/i high-speed serial Boca BB1004 4-Port serial card (Modems NOT supported) Boca IOAT66 6-Port serial card (Modems supported) Boca BB1008 8-Port serial card (Modems NOT supported) Boca BB2016 16-Port serial card (Modems supported) Cyclades Cyclom-y Serial Board Moxa SmartIO CI-104J 4-Port serial card STB 4 port card using shared IRQ SDL Communications RISCom/8 Serial Board SDL Communications RISCom/N2 and N2pci high-speed sync serial boards Specialix SI/XIO/SX multiport serial cards, with both the older SIHOST2.x and the new enhanced (transputer based, aka JET) host cards; ISA, EISA and PCI are supported Stallion multiport serial boards: EasyIO, EasyConnection 8/32 & 8/64, ONboard 4/16 and Brumby Adlib, SoundBlaster, SoundBlaster Pro, ProAudioSpectrum, Gravis UltraSound, and Roland MPU-401 sound cards Connectix QuickCam Matrox Meteor Video frame grabber Creative Labs Video Spigot frame grabber Cortex1 frame grabber Various frame grabbers based on the Brooktree Bt848 and Bt878 chip HP4020, HP6020, Philips CDD2000/CDD2660 and Plasmon CD-R drives Bus mice PS/2 mice Standard PC Joystick X-10 power controllers GPIB and Transputer drives Genius and Mustek hand scanners Floppy tape drives (some rather old models only, driver is rather stale) Lucent Technologies WaveLAN/IEEE 802.11 PCMCIA and ISA standard speed (2Mbps) and turbo speed (6Mbps) wireless network adapters and workalikes (NCR WaveLAN/IEEE 802.11, Cabletron RoamAbout 802.11 DS) The ISA versions of these adapters are actually PCMCIA cards combined with an ISA to PCMCIA bridge card, so both kinds of devices work with the same driver. Troubleshooting installationtroubleshooting 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 supported hardware list 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. 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(tm) or DoubleSpace(tm), 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 Advanced Installation Guide Written by &a.logo;, May 2001. This section describes how to install FreeBSD in exceptional cases. Installing FreeBSD on a system without a monitor or keyboard installationheadless (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 doesnt have a monitor attached to it, or doesnt 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. 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/rfd1 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's now time to go ahead and start the install. Put the kern.flp floppy in the floppy drive of the machine you're 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! diff --git a/en_US.ISO8859-1/books/handbook/introduction/chapter.sgml b/en_US.ISO8859-1/books/handbook/introduction/chapter.sgml index f1766c8279..7634bda4e7 100644 --- a/en_US.ISO8859-1/books/handbook/introduction/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/introduction/chapter.sgml @@ -1,840 +1,840 @@ Restructured, reorganized, and parts rewritten by &a.jim;, 17 January 2000. Introduction Synopsis Thank you for your interest in FreeBSD! The following chapter covers various items about the FreeBSD Project, such as its history, goals, development model, and so on. 4.4BSD-Lite FreeBSD is a 4.4BSD-Lite based operating system for the Intel architecture (x86) and DEC Alpha based systems. Ports to other architectures are also underway. For a brief overview of FreeBSD, see the next section. You can also read about the history of FreeBSD, or the current release. If you are interested in contributing something to the Project (code, hardware, unmarked bills), see the contributing to FreeBSD section. Welcome to FreeBSD! Since you are still here reading this, you most likely have some idea as to what FreeBSD is and what it can do for you. If you are new to FreeBSD, read on for more information. What is FreeBSD? Intel architecture (x86) DEC Alpha architecture In general, FreeBSD is a state-of-the-art operating system based on 4.4BSD-Lite. It runs on computer systems based on the Intel architecture (x86), and also the DEC Alpha architecture. FreeBSD is used to power some of the biggest sites on the Internet, including: Yahoo! Yahoo! Hotmail Hotmail Apache Apache Be, Inc. Be, Inc. Blue Mountain Arts Blue Mountain Arts Pair Networks Pair Networks Whistle Communications Whistle Communications BSDi BSDi and many more. What can FreeBSD do? FreeBSD has many noteworthy features. Some of these are: preemptive multitasking Preemptive multitasking with dynamic priority adjustment to ensure smooth and fair sharing of the computer between applications and users, even under the heaviest of loads. multi-user facilities Multi-user facilities which allow many people to use a FreeBSD system simultaneously for a variety of things. This means, for example, that system peripherals such as printers and tape drives are properly shared between all users on the system or the network and that individual resource limits can be placed on users or groups of users, protecting critical system resources from over-use. TCP/IP networking Strong TCP/IP networking with support for industry standards such as SLIP, PPP, NFS, DHCP, and NIS. This means that your FreeBSD machine can inter-operate easily with other systems as well as act as an enterprise server, providing vital functions such as NFS (remote file access) and e-mail services or putting your organization on the Internet with WWW, FTP, routing and firewall (security) services. memory protection Memory protection ensures that applications (or users) cannot interfere with each other. One application crashing will not affect others in any way. FreeBSD is a 32-bit operating system (64-bit on the Alpha) and was designed as such from the ground up. X-Windows The industry standard X Window System (X11R6) provides a graphical user interface (GUI) for the cost of a common VGA card and monitor and comes with full sources. binary compatibility Linux binary compatibility SCO binary compatibility SVR4 binary compatibility BSD/OS binary compatibility NetBSD Binary compatibility with many programs built for Linux, SCO, SVR4, BSDI and NetBSD. Thousands of ready-to-run applications are available from the FreeBSD ports and packages collection. Why search the net when you can find it all right here? Thousands of additional and easy-to-port applications are available on the Internet. FreeBSD is source code compatible with most popular commercial Unix systems and thus most applications require few, if any, changes to compile. virtual memory Demand paged virtual memory and merged VM/buffer cache design efficiently satisfies applications with large appetites for memory while still maintaining interactive response to other users. Symetric Multi-Processing (SMP) SMP support for machines with multiple CPUs. compilers C compilers C++ compilers Fortran A full complement of C, C++, Fortran, and Perl development tools. Many additional languages for advanced research and development are also available in the ports and packages collection. source code Source code for the entire system means you have the greatest degree of control over your environment. Why be locked into a proprietary solution at the mercy of your vendor when you can have a truly Open System? Extensive on-line documentation. And many more! 4.4BSD-Lite Computer Systems Resarch Group (CSRG) U.C. Berkeley FreeBSD is based on the 4.4BSD-Lite release from Computer Systems Research Group (CSRG) at the University of California at Berkeley, and carries on the distinguished tradition of BSD systems development. In addition to the fine work provided by CSRG, the FreeBSD Project has put in many thousands of hours in fine tuning the system for maximum performance and reliability in real-life load situations. As many of the commercial giants struggle to field PC operating systems with such features, performance and reliability, FreeBSD can offer them now! The applications to which FreeBSD can be put are truly limited only by your own imagination. From software development to factory automation, inventory control to azimuth correction of remote satellite antennae; if it can be done with a commercial UNIX product then it is more than likely that you can do it with FreeBSD, too! FreeBSD also benefits significantly from the literally thousands of high quality applications developed by research centers and universities around the world, often available at little to no cost. Commercial applications are also available and appearing in greater numbers every day. Because the source code for FreeBSD itself is generally available, the system can also be customized to an almost unheard of degree for special applications or projects, and in ways not generally possible with operating systems from most major commercial vendors. Here is just a sampling of some of the applications in which people are currently using FreeBSD: Internet Services: The robust TCP/IP networking built into FreeBSD makes it an ideal platform for a variety of Internet services such as: FTP servers FTP servers web servers World Wide Web servers (standard or secure [SSL]) firewalls IP masquerading Firewalls and NAT (IP masquerading) gateways. electronic mail Electronic Mail servers USENET USENET News or Bulletin Board Systems And more... With FreeBSD, you can easily start out small with an inexpensive 386 class PC and upgrade all the way up to a quad-processor Xeon with RAID storage as your enterprise grows. Education: Are you a student of computer science or a related engineering field? There is no better way of learning about operating systems, computer architecture and networking than the hands on, under the hood experience that FreeBSD can provide. A number of freely available CAD, mathematical and graphic design packages also make it highly useful to those whose primary interest in a computer is to get other work done! Research: With source code for the entire system available, FreeBSD is an excellent platform for research in operating systems as well as other branches of computer science. FreeBSD's freely available nature also makes it possible for remote groups to collaborate on ideas or shared development without having to worry about special licensing agreements or limitations on what may be discussed in open forums. router DNS Server Networking: Need a new router? A name server (DNS)? A firewall to keep people out of your internal network? FreeBSD can easily turn that unused 386 or 486 PC sitting in the corner into an advanced router with sophisticated packet-filtering capabilities. X-Windows XFree86 X-Windows Accellerated-X X Window workstation: FreeBSD is a fine choice for an inexpensive X terminal solution, either using the freely available XFree86 server or one of the excellent commercial servers provided by X Inside. Unlike an X terminal, FreeBSD allows many applications to be run locally, if desired, thus relieving the burden on a central server. FreeBSD can even boot diskless, making individual workstations even cheaper and easier to administer. GNU Compiler Collection Software Development: The basic FreeBSD system comes with a full complement of development tools including the renowned GNU C/C++ compiler and debugger. FreeBSD is available in both source and binary form on CDROM and via anonymous FTP. See Obtaining FreeBSD for more details. About the FreeBSD Project The following section provides some background information on the project, including a brief history, project goals, and the development model of the project. A Brief History of FreeBSD Contributed by &a.jkh;. 386BSD Patchkit Hubbard, Jordan Williams, Nate Grimes, Rod FreeBSD Project History The FreeBSD project had its genesis in the early part of 1993, partially as an outgrowth of the Unofficial 386BSD Patchkit by the patchkit's last 3 coordinators: Nate Williams, Rod Grimes and myself. 386BSD Our original goal was to produce an intermediate snapshot of 386BSD in order to fix a number of problems with it that the patchkit mechanism just was not capable of solving. Some of you may remember the early working title for the project being 386BSD 0.5 or 386BSD Interim in reference to that fact. Jolitz, Bill 386BSD was Bill Jolitz's operating system, which had been up to that point suffering rather severely from almost a year's worth of neglect. As the patchkit swelled ever more uncomfortably with each passing day, we were in unanimous agreement that something had to be done and decided to try and assist Bill by providing this interim cleanup snapshot. Those plans came to a rude halt when Bill Jolitz suddenly decided to withdraw his sanction from the project without any clear indication of what would be done instead. Greenman, David Walnut Creek CDROM It did not take us long to decide that the goal remained worthwhile, even without Bill's support, and so we adopted the name FreeBSD, coined by David Greenman. Our initial objectives were set after consulting with the system's current users and, once it became clear that the project was on the road to perhaps even becoming a reality, I contacted Walnut Creek CDROM with an eye towards improving FreeBSD's distribution channels for those many unfortunates without easy access to the Internet. Walnut Creek CDROM not only supported the idea of distributing FreeBSD on CD but also went so far as to provide the project with a machine to work on and a fast Internet connection. Without Walnut Creek CDROM's almost unprecedented degree of faith in what was, at the time, a completely unknown project, it is quite unlikely that FreeBSD would have gotten as far, as fast, as it has today. 4.3BSD-Lite Net/2 U.C. Berkeley 386BSD Free Software Foundation The first CDROM (and general net-wide) distribution was FreeBSD 1.0, released in December of 1993. This was based on the 4.3BSD-Lite (Net/2) tape from U.C. Berkeley, with many components also provided by 386BSD and the Free Software Foundation. It was a fairly reasonable success for a first offering, and we followed it with the highly successful FreeBSD 1.1 release in May of 1994. Novell U.C. Berkeley Net/2 AT&amp;T Around this time, some rather unexpected storm clouds formed on the horizon as Novell and U.C. Berkeley settled their long-running lawsuit over the legal status of the Berkeley Net/2 tape. A condition of that settlement was U.C. Berkeley's concession that large parts of Net/2 were encumbered code and the property of Novell, who had in turn acquired it from AT&T some time previously. What Berkeley got in return was Novell's blessing that the 4.4BSD-Lite release, when it was finally released, would be declared unencumbered and all existing Net/2 users would be strongly encouraged to switch. This included FreeBSD, and the project was given until the end of July 1994 to stop shipping its own Net/2 based product. Under the terms of that agreement, the project was allowed one last release before the deadline, that release being FreeBSD 1.1.5.1. FreeBSD then set about the arduous task of literally re-inventing itself from a completely new and rather incomplete set of 4.4BSD-Lite bits. The Lite releases were light in part because Berkeley's CSRG had removed large chunks of code required for actually constructing a bootable running system (due to various legal requirements) and the fact that the Intel port of 4.4 was highly incomplete. It took the project until November of 1994 to make this transition, at which point it released FreeBSD 2.0 to the net and on CDROM (in late December). Despite being still more than a little rough around the edges, the release was a significant success and was followed by the more robust and easier to install FreeBSD 2.0.5 release in June of 1995. We released FreeBSD 2.1.5 in August of 1996, and it appeared to be popular enough among the ISP and commercial communities that another release along the 2.1-STABLE branch was merited. This was FreeBSD 2.1.7.1, released in February 1997 and capping the end of mainstream development on 2.1-STABLE. Now in maintenance mode, only security enhancements and other critical bug fixes will be done on this branch (RELENG_2_1_0). FreeBSD 2.2 was branched from the development mainline (-CURRENT) in November 1996 as the RELENG_2_2 branch, and the first full release (2.2.1) was released in April 1997. Further releases along the 2.2 branch were done in the summer and fall of '97, the last of which (2.2.8) appeared in November 1998. The first official 3.0 release appeared in October 1998 and spelled the beginning of the end for the 2.2 branch. The tree branched again on Jan 20, 1999, leading to the 4.0-CURRENT and 3.X-STABLE branches. From 3.X-STABLE, 3.1 was released on February 15, 1999, 3.2 on May 15, 1999, 3.3 on September 16, 1999, 3.4 on December 20, 1999, and 3.5 on June 24, 2000, which was followed a few days later by a minor point release update to 3.5.1, to incorporate some last-minute security fixes to Kerberos. This will be the final release in the 3.X branch. There was another branch on March 13, 2000, which saw the - emergence of the 4.x-STABLE branch, now considered to be the + emergence of the 4.X-STABLE branch, now considered to be the "current -stable branch". There have been several releases from it so far: 4.0-RELEASE came out in March 2000, 4.1 was released in July 2000, 4.2 in November 2000, and 4.3 in April - 2001. There will be more releases along the 4.x-stable + 2001. There will be more releases along the 4.X-stable (RELENG_4) branch throughout 2001. Long-term development projects continue to take place in the 5.0-CURRENT (trunk) branch, and SNAPshot releases of 5.0 on CDROM (and, of course, on the net) are continually made available from the snapshot server as work progresses. FreeBSD Project Goals Contributed by &a.jkh;. FreeBSD Project Goals The goals of the FreeBSD Project are to provide software that may be used for any purpose and without strings attached. Many of us have a significant investment in the code (and project) and would certainly not mind a little financial compensation now and then, but we are definitely not prepared to insist on it. We believe that our first and foremost mission is to provide code to any and all comers, and for whatever purpose, so that the code gets the widest possible use and provides the widest possible benefit. This is, I believe, one of the most fundamental goals of Free Software and one that we enthusiastically support. GNU General Public License (GPL) GNU Lesser General Public License (LGPL) BSD Copyright That code in our source tree which falls under the GNU General Public License (GPL) or Library General Public License (LGPL) comes with slightly more strings attached, though at least on the side of enforced access rather than the usual opposite. Due to the additional complexities that can evolve in the commercial use of GPL software we do, however, prefer software submitted under the more relaxed BSD copyright when it's a reasonable option to do so. The FreeBSD Development Model Contributed by &a.asami;. FreeBSD Project Development Model The development of FreeBSD is a very open and flexible process, FreeBSD being literally built from the contributions of hundreds of people around the world, as can be seen from our list of contributors. We are constantly on the lookout for new developers and ideas, and those interested in becoming more closely involved with the project need simply contact us at the &a.hackers;. The &a.announce; is also available to those wishing to make other FreeBSD users aware of major areas of work. Useful things to know about the FreeBSD project and its development process, whether working independently or in close cooperation: The CVS repository CVS Repository Concurrent Version System (see CVS repository) The central source tree for FreeBSD is maintained by CVS (Concurrent Version System), a freely available source code control tool that comes bundled with FreeBSD. The primary CVS repository resides on a machine in Concord CA, USA from where it is replicated to numerous mirror machines throughout the world. The CVS tree, as well as the -CURRENT and -STABLE trees which are checked out of it, can be easily replicated to your own machine as well. Please refer to the Synchronizing your source tree section for more information on doing this. The committers list committers The committers are the people who have write access to the CVS tree, and are thus authorized to make modifications to the FreeBSD source (the term committer comes from the &man.cvs.1; commit command, which is used to bring new changes into the CVS repository). The best way of making submissions for review by the committers list is to use the &man.send-pr.1; command, though if something appears to be jammed in the system then you may also reach them by sending mail to cvs-committers@FreeBSD.org. The FreeBSD core team core team The FreeBSD core team would be equivalent to the board of directors if the FreeBSD Project were a company. The primary task of the core team is to make sure the project, as a whole, is in good shape and is heading in the right directions. Inviting dedicated and responsible developers to join our group of committers is one of the functions of the core team, as is the recruitment of new core team members as others move on. The current core team was elected from a pool of committer candidates in October 2000. Elections are held every 2 years. Some core team members also have specific areas of responsibility, meaning that they are committed to ensuring that some large portion of the system works as advertised. Most members of the core team are volunteers when it comes to FreeBSD development and do not benefit from the project financially, so commitment should also not be misconstrued as meaning guaranteed support. The board of directors analogy above is not actually very accurate, and it may be more suitable to say that these are the people who gave up their lives in favor of FreeBSD against their better judgment! ;-) Outside contributors contributors Last, but definitely not least, the largest group of developers are the users themselves who provide feedback and bug fixes to us on an almost constant basis. The primary way of keeping in touch with FreeBSD's more non-centralized development is to subscribe to the &a.hackers; (see mailing list info) where such things are discussed. The list of those who have contributed something, which made its way into our source tree, is a long and growing one, so why not join it by contributing something back to FreeBSD today? :-) Providing code is not the only way of contributing to the project; for a more complete list of things that need doing, please refer to the how to contribute section in this handbook. In summary, our development model is organized as a loose set of concentric circles. The centralized model is designed for the convenience of the users of FreeBSD, who are thereby provided with an easy way of tracking one central code base, not to keep potential contributors out! Our desire is to present a stable operating system with a large set of coherent application programs that the users can easily install and use, and this model works very well in accomplishing that. All we ask of those who would join us as FreeBSD developers is some of the same dedication its current people have to its continued success! The Current FreeBSD Release NetBSD OpenBSD 386BSD Free Software Foundation U.C. Berkeley Computer Systems Resarch Group (CSRG) FreeBSD is a freely available, full source 4.4BSD-Lite based release for Intel i386, i486, Pentium, Pentium Pro, Celeron, Pentium II, Pentium III (or compatible) and DEC Alpha based computer systems. It is based primarily on software from U.C. Berkeley's CSRG group, with some enhancements from NetBSD, OpenBSD, 386BSD, and the Free Software Foundation. Since our release of FreeBSD 2.0 in late 94, the performance, feature set, and stability of FreeBSD has improved dramatically. The largest change is a revamped virtual memory system with a merged VM/file buffer cache that not only increases performance, but also reduces FreeBSD's memory footprint, making a 5MB configuration a more acceptable minimum. Other enhancements include full NIS client and server support, transaction TCP support, dial-on-demand PPP, integrated DHCP support, an improved SCSI subsystem, ISDN support, support for ATM, FDDI, Fast and Gigabit Ethernet (1000Mbit) adapters, improved support for the latest Adaptec controllers, and many hundreds of bug fixes. We have also taken the comments and suggestions of many of our users to heart and have attempted to provide what we hope is a more sane and easily understood installation process. Your feedback on this (constantly evolving) process is especially welcome! In addition to the base distributions, FreeBSD offers a ported software collection with thousands of commonly sought-after programs. At the time of this printing, there were over &os.numports; ports! The list of ports ranges from http (WWW) servers, to games, languages, editors, and almost everything in between. The entire ports collection requires approximately 100MB of storage, all ports being expressed as deltas to their original sources. This makes it much easier for us to update ports, and greatly reduces the disk space demands made by the older 1.0 ports collection. To compile a port, you simply change to the directory of the program you wish to install, type make install, and let the system do the rest. The full original distribution for each port you build is retrieved dynamically off the CDROM or a local FTP site, so you need only enough disk space to build the ports you want. Almost every port is also provided as a pre-compiled package, which can be installed with a simple command (pkg_add) by those who do not wish to compile their own ports from source. A number of additional documents which you may find very helpful in the process of installing and using FreeBSD may now also be found in the /usr/share/doc directory on any machine running FreeBSD 2.1 or later. You may view the locally installed manuals with any HTML capable browser using the following URLs: The FreeBSD Handbook file:/usr/share/doc/handbook/index.html The FreeBSD FAQ file:/usr/share/doc/faq/index.html You can also view the master (and most frequently updated) copies at http://www.FreeBSD.org/. diff --git a/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml b/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml index 40b65ee30b..ef6c3c047f 100644 --- a/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml @@ -1,2247 +1,2247 @@ Linux Binary Compatibility Restructured and parts updated by &a.jim;, 22 March 2000. Originally contributed by &a.handy; and &a.rich; Synopsis Linux binary compatibility binary compatibility Linux The following chapter will cover FreeBSD's Linux binary compatibility features, how to install it, and how it works. 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. For information on installing the Linux binary compatibility mode, see the next section. Installation With the advent of 3.0-RELEASE, it is no longer necessary to specify options LINUX or options COMPAT_LINUX in your kernel configuration. KLD (kernel loadable object) The Linux binary compatibility is now done via a KLD object (Kernel LoaDable object), so it can be installed on-the-fly without having to reboot. You will, however, need to have the following in /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 If you wish to verify that the KLD is loaded, kldstat will do that: &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 the binary compatibility in the kernel by adding options LINUX to your kernel configuration file. Then install your new kernel as described in the kernel configuration section of this handbook. 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 host name 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. Installing Mathematica - Updated for Mathematica version 4.x by &a.murray + Updated for Mathematica version 4.X by &a.murray and merged with work by Bojan Bistrovic bojanb@physics.odu.edu. 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 front end 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. Installing Oracle Contributed by Marcel Moolenaar marcel@cup.hp.com 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'll 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. Don't 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=$ORACLE_HOME/jdbc/lib/classes111.zip export CLASSPATH PATH=/compat/linux/bin:/compat/linux/sbin:/compat/linux/usr/bin:/compat/linux/usr/sbin:/bin:/sbin:/usr/bin:/usr/sbin:/usr/local/bin:$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 Don't 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 don't 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. Installing SAP R/3 (4.6B - IDES) Contributed by Holger Kipp holger.kipp@alogis.com Converted to SGML by &a.logo; applications SAP R/3 Preface This document describes a possible way of installing a SAP R/3 4.6B IDES-System with Oracle 8.0.5 for Linux onto a FreeBSD 4.3 machine, including the installation of FreeBSD 4.3 stable and Oracle 8.0.5. 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 CDROMs have been used for SAP-installation: 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 / Disc3 of 6 EXPORT4 51010211 IDES / DB-Export / Disc4 of 6 EXPORT5 51010212 IDES / DB-Export / Disc5 of 6 EXPORT6 51010213 IDES / DB-Export / Disc6 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-Notes The following notes should be read before installing SAP R/3 or proved to be useful during installation: Number Title 0171356 SAP Software auf Linux: grundlegenden Anmerkungen 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 Hardware-Requirements The following equipment is sufficient for a SAP R/3 System (4.6B): Component 4.6B 4.6C Processor 2 x 800MHz Pentium III 2 x 800MHz Pentium III Memory 1GB ECC 2GB ECC Hard Disc Space 50-60GB (IDES) 50-60GB (IDES) For use in production, Xeon-Processors with large cache, high-speed disc access (SCSI, RAID hardware controller), USV and ECC-RAM is recommended. The large amount of Hard disc space is due to the preconfigured IDES System, which creates 27 GB of database files during installation. Usually after installation it is then necessary to extend some tablespaces. I 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 AcelleRAID (2 channels, firmware 6.00-1-00 with 32MB RAM). To the Mylex Raid-controller are attached two 17GB hard discs (mirrored) and four 36GB hard discs (RAID level 5). Installation of FreeBSD 4.3 stable First I installed FreeBSD 4.3 stable. I did the default-installation via ftp. Installation via FTP Get the diskimages kern.flp and mfsroot.flp and put them on floppy disks (I got mine from ftp7.de.freebsd.org. Please choose the appropriate mirror). &prompt.root; dd if=kern.flp of=/dev/fd0 &prompt.root; dd if=mfsroot.flp of=/dev/fd0 Don't forget to use different disks for the two images :-), then boot from the floppy with the kern.flp-image on it and follow instructions. I used the following disk layout: 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 I had to configure and initialise the two logical drives with the Mylex software beforehand. It is located on the board itself and can be started during the boot phase of the pc. 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. Get the latest stable-sources For FreeBSD 4.3 stable onwards, it is quite easy to get the latest stable sources. With the older versions of FreeBSD, I had my own script located in /etc/cvsup. Setting up cvsup for FreeBSD 4.3 is quite easy. As user root do the following: &prompt.root; cp /etc/defaults/make.conf /etc/make.conf &prompt.root; vi /etc/make.conf The file /etc/make.conf requires the following entries to be active: SUP_UPDATE= yes SUP= /usr/local/bin/cvsup SUPFLAGS= -g -L 2 SUPHOST= cvsup8.FreeBSD.org SUPFILE= /usr/share/examples/cvsup/stable-supfile PORTSSUPFILE= /usr/share/examples/cvsup/ports-supfile DOCSUPFILE= /usr/share/examples/cvsup/doc-supfile Change the SUPHOST-value appropriately. The supfiles in /usr/share/examples/cvsup should be fine. If you don't want to load all the docfiles, leave the corresponding DOCSUPFILE-entry inactive. Starting cvsup to get the latest stable-sources is then very easy: &prompt.root; cd /usr/src &prompt.root; make update Make world and a new kernel The first thing to do is to install the sources. As user root, do the following: &prompt.root; cd /usr/src &prompt.root; make world If this goes through, one can then continue creating and configuring the new kernel. Usually this is where to customize the kernel configuration file. As the computer is named troubadix, the natural name for the config file also is troubadix: &prompt.root; cd /usr/src/sys/i386/conf &prompt.root; cp GENERIC TROUBADIX &prompt.root; vi TROUBADIX At this stage one can define the drivers to use and not to use, etc. See the appropriate documentation or have a look at file LINT for some additional explanations. One can then also include the parameters as described below Creating the new kernel then requires: &prompt.root; cd /usr/src/sys/i386/conf &prompt.root; config TROUBADIX &prompt.root; cd /usr/src/sys/compile/TROUBADIX &prompt.root; make depend &prompt.root; make &prompt.root; make install After make install finished successfully, one should reboot the computer to have the new kernel available. Installing the Linux environment I had some trouble downloading the required RPM-files (for 4.3 stable, 2nd May 2001), so you might try one of the following locations (if all the others fail and the following aren't out of date): ftp7.de.freebsd.org/pub/FreeBSD/distfiles/rpm ftp.redhat.com/pub/redhat/linux/6.1/en/os/i386/RedHat/RPMS Installing Linux base-system First the linux base-system needs to be installed (as root): &prompt.root; cd /usr/ports/emulators/linux_base &prompt.root; make package Installing Linux development Next, the linux development is needed: &prompt.root; cd /usr/ports/devel/linux_devtools &prompt.root; make package Installing necessary RPMs RPMs To start the R3SETUP-Program, pam support is needed. As this also requires some other packages, I ended up installing several packages. After that, pam still complained about a missing package, so I forced the installation and it worked. I wonder if the other packages are really needed or if it would have been sufficient to install the pam-package. Anyway, here is the list of packages I installed: cracklib-2.7-5.i386.rpm cracklib-dicts-2.7-5.i386.rpm pwdb-0.60-1.i386.rpm pam-0.68-7.i386.rpm I installed these packages with the following command: &prompt.root; rpm -i --ignoreos --root /compat/linux --dbpath /var/lib/rpm <package_name> except for the pam package, which I forced with &prompt.root; rpm -i --ignoreos --nodeps --root /compat/linux --dbpath /var/lib/rpm pam-0.68-7.i386.rpm For Oracle to run the intelligent agent, I also had to install the following RedHat TCL package (as is stated in the FreeBSD Handbook): tcl-8.0.5-30.i386.rpm (otherwise the relinking during Oracle install won't work). There are some other issues regarding relinking of Oracle, but that is a Oracle-Linux issue, not FreeBSD specific as far as I understand it. 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 I also created some links, so FreeBSD will also find the correct path: &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 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. 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 <sid>adm sapsys oper SAP Administrator 1002 oraids 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: idsadm <sid>adm Password: ****** Fullname: SAP IDES Administrator Uid: 1000 Gid: 101 (sapsys) Class: Groups: sapsys dba HOME: /home/idsadm /home/<sid>adm Shell: /bin/sh and for Database-Administrator: Name: oraids ora<sid> Password: ****** Fullname: Oracle IDES Administrator Uid: 1002 Gid: 100 (dba) Class: Groups: dba HOME: /oracle/IDS /oracle/<sid> Shell: /bin/sh 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'll set owners and right 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 idsadm:sapsys /compat/linux/usr/sap &prompt.root; chmow 775 /compat/linux/usr/sap Second we'll create directories as user ora<sid>. These will all be subdirectories of /oracle/IDS: &prompt.root; su - oraids &prompt.root; mkdir mirrlogA mirrlogB origlogA origlogB &prompt.root; mkdir sapdata1 sapdata2 sapdata3 sapdata4 sapdata5 sapdata6 &prompt.root; mkdir saparch sapreorg &prompt.root; exit In the third step we create directories as user idsadm (<sid>adm): &prompt.root; su - idsadm &prompt.root; cd /usr/sap &prompt.root; mkdir IDS &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'll do no harm adding all entries from 00 to 99 for dp, gw, sp and ms); 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 sapmsIDS 3600/tcp # SAP Message Server. 3600 + Instance-Number Necessary locales locale SAP requires at least two locales that aren't 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 wouldn't 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 If they are not present, there will be some problems during the installation. If these are then subsequently ignored (eg 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 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. Installing SAP R/3 Preparing SAP CDROMs There are lots of CDROMs to mount and unmount during installation. Assuming you have enough CDROM-drives, you can just mount them all. I decided to copy the CDROM contents to corresponding directories: /oracle/IDS/sapreorg/<cd-name> where <cd-name> was one of KERNEL, RDBMS, EXPORT1, EXPORT2, EXPORT3, EXPORT4, EXPORT5 and EXPORT6. All the filenames 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/IDS/sapreorg/<cd-name> &prompt.root; umount /mnt Running the install-script First we need to prepare an install-directory: &prompt.root; cd /oracle/IDS/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: /oracle/IDS/sapreorg/KERNEL/UNIX/INSTTOOL.SH As this is an IDES-Installation with a fully customized SAP R/3 Demo-System, we have 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 an IDES central instance, so copy the corresponding CENTRDB.R3S from the EXPORT1 directory, otherwise R3SETUP will only ask for three EXPORT-CDs. Start R3SETUP 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 user 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 I had not copied the CDs to the different locations, then the SAP-Installer can't find the CD needed (identified by the LABEL.ASC-File on CD) and would then ask you to insert / mount the CD and confirm or enter the mountpath. The CENTRDB.R3S might not be error-free. In my case, it requested EXPORT4 again (but indicated the correct key (6_LOCATI ON, then 7_LOCATION etc.), so one can just continue with entering the correct values. Don't get irritated. Apart from some problems mentioned below, everything should go straight throught 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 didn't 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 can't 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 / 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. 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 from EXPORT1 to EXPORT6 (remember, it is an IDES system, otherwise it would only be EXPORT1 to EXPORT3) 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. Listener Start the Oracle-Listener as user oraids (ora<sid>) as follows: umask 0; lsnrctl start Otherwise you might get ORA-12546 as the sockets won't have the correct permissions. See SAP note 072984. Post-installation steps Request SAP R/3 license key This is needed, as the temporary license is only valid for four weeks. Don't forget to enter the correct Operating System: (X) Other: FreeBSD 4.3 Stable. 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 behaviour 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 one needs 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 reckognized 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. Problems during installation OSUSERSIDADM_IND_ORA during R3SETUP If R3SETUP complains at this stage, edit file CENTRDB.R3S. Locate [OSUSERSIDADM_IND_ORA] and edit the following values: HOME=/home/idsadm (was empty) STATUS=OK (had status ERROR) Then you can restart R3SETUP with: &prompt.root; ./R3SETUP -f CENTRDB.R3S OSUSERDBSID_IND_ORA during R3SETUP Possibly R3SETUP also complains at this stage. Just edit CENTRDB.R3S. Locate [OSUSERDBSID_IND_ORA] and edit the following value in that section: STATUS=OK Then just restart R3SETUP again: &prompt.root; ./R3SETUP -f CENTRDB.R3S oraview.vrf FILE NOT FOUND during Oracle installation You haven't 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 behaviour 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 one 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-12546. Start Listener with correct permissions Start the Oracle Listener as user oraids with the following commands: &prompt.root; umask 0; lsnrctl start Otherwise one might get ORA-12546 as the sockets won't have the correct permissions. See SAP note 0072984. [DIPGNTAB_IND_IND] during R3SETUP In general, see SAP note 0130581 (R3SETUP step DIPGNTAB terminates). During this 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 path were used: /usr/sap//SYS/... /usr/sap/D00i 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 behaviour. [RFCRSWBOINI_IND_IND] during R3SETUP 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 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. See SAP note 0162266 for further information. 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! 8-). 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 4f72f8df39..414e2c5f69 100644 --- a/en_US.ISO8859-1/books/handbook/serialcomms/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/serialcomms/chapter.sgml @@ -1,2721 +1,2721 @@ Serial Communications Synopsis 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. Serial Basics Assembled from FAQ. This section should give you some general information about serial ports. If you do not find what you want here, check into the Terminal and Dial-up sections of the handbook. The ttydX (or cuaaX) 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 CLOCAL mode, 8 bits, and XON/XOFF flow control by default for ttyd5, do: &prompt.root; stty -f /dev/ttyid5 clocal cs8 ixon ixoff A good place to do this is in /etc/rc.serial. Now, an application will have these settings by default when it opens ttyd5. It can still change these settings to its liking, though. You can also prevent certain settings from being changed by an application by making adjustments to the lock state device. For example, to lock the speed of ttyd5 to 57600 bps, do &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. Naturally, you should make the initial state and lock state devices writable only by root. The MAKEDEV script does not do this when it creates the device entries. Terminals Contributed by &a.kelly; 28 July 1996 Terminals provide a convenient and low-cost way to access the power of 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 some 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 a 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. Cables and Ports To connect a terminal to your FreeBSD system, you need the right kind of cable and a serial port to which to connect it. This section tells you what to do. If you are already familiar with your terminal and the cable it requires, skip to Configuration. Cables Because terminals use serial ports, you need to use serial—also known as RS-232C—cables to connect the terminal to the FreeBSD system. There are a couple of kinds of serial cables. Which one you'll use depends on the terminal you want to connect: If you are connecting a personal computer to act as a terminal, use a null-modem cable. A null-modem cable connects two computers or terminals together. If you have an actual terminal, your best source of information on what cable to use is the documentation that accompanied the terminal. If you do not have the documentation, then try a null-modem cable. If that does not work, then try a standard cable. Also, the serial port on both the terminal and your FreeBSD system must have connectors that will fit the cable you are using. Null-modem cables 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, here is a table showing a recommended way to 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 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/ttydX where X 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/cuaaX. 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. See the &man.sio.4; manual page for more information. If you have connected a terminal to the first serial port (COM1 in DOS parlance), 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. Note that you may have to configure your kernel to support each serial port, especially if you have a multiport serial card. See Configuring the FreeBSD Kernel for more information. 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. In a nutshell, you need to tell the init process, which is responsible for process control and initialization, to start a getty process, which is responsible for reading a login name and starting the login program. To do so, you have to edit the /etc/ttys file. First, use the su command to become root. Then, make the following changes to /etc/ttys: Add an 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 document 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. The remaining sections detail how to do these steps. We will use a running example throughout these sections to illustrate what we need to do. In our example, we will connect two terminals to the system: a Wyse-50 and a 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). For more information on the /etc/ttys file, see the &man.ttys.5; manual page. Adding an Entry to <filename>/etc/ttys</filename> First, you need to add an entry to the /etc/ttys file, unless one is already there. 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 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. When you installed your FreeBSD system, the /etc/ttys file included entries for the first four serial ports: ttyd0 through ttyd3. If you are attaching a terminal on one of those ports, you do not need to add an entry. In our example, we attached a Wyse-50 to the second serial port, ttyd1, which is already in the file. We need to add an entry for the 286 PC connected to the sixth serial port. Here is an excerpt of the /etc/ttys file after we add the new entry: ttyd1 "/usr/libexec/getty std.9600" unknown off secure ttyd5 Specifying the <replaceable>getty</replaceable> Type Next, we need to specify what program will be run to handle the logins on a terminal. For FreeBSD, the standard program to do that is /usr/libexec/getty. It is what provides the login: prompt. The program getty takes 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 manual page &man.gettytab.5; 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. Here is the /etc/ttys file so far (showing just the two terminals in which we are interested): ttyd1 "/usr/libexec/getty std.38400" unknown off secure ttyd5 "/usr/libexec/getty std.19200" Note that the second field—where we specify what program to run—appears in quotes. This is important, otherwise the type argument to getty might be interpreted as the next field. Specifying the Default Terminal Type The third field in the /etc/ttys file lists the default terminal type for the port. For dial-up ports, you typically put unknown or dialup in this field because users may dial up with practically any kind of terminal or software. For hardwired terminals, the terminal type does not change, so you can put a real terminal type in this field. Users will usually use the tset program in their .login or .profile files to check the terminal type and prompt for one if necessary. By setting a terminal type in the /etc/ttys file, users can forego such prompting. To find out what terminal types FreeBSD supports, see the file /usr/share/misc/termcap. It lists about 600 terminal types. You can add more if you wish. See the &man.termcap.5; manual page for information. In our example, the Wyse-50 is a Wyse-50 type of terminal (although it can emulate others, we will leave it in Wyse-50 mode). The 286 PC is running Procomm which will be set to emulate a VT-100. Here are the pertinent yet unfinished entries from the /etc/ttys file: ttyd1 "/usr/libexec/getty std.38400" wy50 off secure ttyd5 "/usr/libexec/getty std.19200" vt100 Enabling the Port The next field in /etc/ttys, the fourth field, tells whether to enable the port. Putting on here will have the init process start the program in the second field, getty, which will prompt for a login. If you put off in the fourth field, there will be no getty, and hence no logins on the port. So, naturally, you want an on in this field. Here again is the /etc/ttys file. We have turned each port on. ttyd1 "/usr/libexec/getty std.38400" wy50 on secure ttyd5 "/usr/libexec/getty std.19200" vt100 on Specifying Secure Ports We have arrived at the last field (well, almost: there is an optional window specifier, but we will ignore that). The last field tells whether the port is secure. What does secure mean? It means that the root account (or any account with a user ID of 0) may login on the port. Insecure ports do not allow root to login. How do you use secure and insecure ports? By marking a port as insecure, the terminal to which it is connected will not allow root to login. People who know the root password to your FreeBSD system will first have to login using a regular user account. To gain superuser privileges, they will then have to use the su command. Because of this, you will have two records to help track down possible compromises of root privileges: both the login and the su command make records in the system log (and logins are also recorded in the wtmp file). By marking a port as secure, the terminal will allow root in. People who know the root password will just login as root. You will not have the potentially useful login and su command records. Which should you use? Just use insecure. Use insecure even for terminals not in public user areas or behind locked doors. It is quite easy to login and use su if you need superuser privileges. Here finally are the completed entries in the /etc/ttys file, with comments added to describe where the terminals are: ttyd1 "/usr/libexec/getty std.38400" wy50 on insecure # Kitchen ttyd5 "/usr/libexec/getty std.19200" vt100 on insecure # Guest bathroom Force <command>init</command> to Reread <filename>/etc/ttys</filename> When you boot FreeBSD, the first process, init, will read the /etc/ttys file and start the programs listed for each enabled port to prompt for logins. After you edit /etc/ttys, you do not want to have to reboot your system to get init to see the changes. So, init will reread /etc/ttys if it receives a SIGHUP (hangup) signal. So, after you have saved your changes to /etc/ttys, send SIGHUP to init by typing: &prompt.root; kill -HUP 1 (The init process always has process ID 1.) If everything is set up correctly, all cables are in place, and the terminals are powered up, you should see login prompts. Your terminals are ready for their first logins! Debugging 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. Type &prompt.root; ps -axww|grep getty to get a list of running getty processes. You should see an entry for the terminal. For example, the display 22189 d1 Is+ 0:00.03 /usr/libexec/getty std.38400 ttyd1 shows that a getty is running on the second serial port ttyd1 and is using the std.38400 entry in /etc/gettytab. If no getty process is running, make sure you have enabled the port in /etc/ttys. Make sure you have run kill -HUP 1. 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. Dial-in Service Contributed by &a.ghelmer;. This document provides suggestions for configuring a FreeBSD system to handle dial-up modems. This document is written based on the author's experience with FreeBSD versions 1.0, 1.1, and 1.1.5.1 (and experience with dial-up modems on other UNIX-like operating systems); however, this document may not answer all of your questions or provide examples specific enough to your environment. The author cannot be responsible if you damage your system or lose data due to attempting to follow the suggestions here. Prerequisites To begin with, the author assumes you have some basic knowledge of FreeBSD. You need to have FreeBSD installed, know how to edit files in a UNIX-like environment, and how to look up manual pages on the system. As discussed below, you will need certain versions of FreeBSD, and knowledge of some terminology & modem and cabling. FreeBSD Version First, it is assumed that you are using FreeBSD version 1.1 or - higher (including versions 2.x). FreeBSD version 1.0 included two + higher (including versions 2.X). FreeBSD version 1.0 included two different serial drivers, which complicates the situation. Also, the serial device driver (sio) has improved in every release of FreeBSD, so more recent versions of FreeBSD are assumed to have better and more efficient drivers than earlier versions. Terminology A quick rundown of terminology: bps Bits per Second — the rate at which data is transmitted DTE Data Terminal Equipment — for example, your computer DCE Data Communications Equipment — your modem RS-232 EIA standard for serial communications via hardware If you need more information about these terms and data communications in general, the author remembers reading that The RS-232 Bible (anybody have an ISBN?) is a good reference. When talking about communications data rates, the author 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). External v.s. 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 A background knowledge of these items is assumed You know how to connect your modem to your computer so that the two can communicate (unless you have an internal modem, which does not need such a cable) You are familiar with your modem's command set, or know where to look up needed commands You know how to configure your modem (probably via a terminal communications program) so you can set the non-volatile RAM parameters The first, connecting your modem, is usually simple — most straight-through serial cables work without any problems. You need to have a cable with appropriate connectors (DB-25 or DB-9, male or female) on each end, and the cable must be a DCE-to-DTE cable with these signals 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. The second prerequisite depends on the modem(s) you use. If you do not know your modem's command set by heart, you will need to have the modem's reference book or user's guide handy. Sample commands for USR Sportster 14,400 external modems will be given, which you may be able to use as a reference for your own modem's commands. Lastly, you will need to know how to setup your modem so that it will work well with FreeBSD. 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 Here is the process that FreeBSD follows to accept dial-up logins. A getty process, spawned by init, patiently waits to open the assigned serial port (/dev/ttyd0, for our example). 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 line is asserted 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. We hope getty finds the correct speed and the user sees a login: prompt. 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. Let's dive into the configuration... Kernel Configuration FreeBSD kernels typically come prepared to search for four serial ports, known in the MS-DOS world as COM1:, COM2:, COM3:, and COM4:. FreeBSD can presently also handle dumb multiport serial interface cards, such as the Boca Board 1008 and 2016 (please see the manual page &man.sio.4; for kernel configuration information if you have a multiport serial card). The default kernel only looks for the standard COM ports, though. 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. Hint: 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. Please see the BSD System Manager's Manual chapter on Building Berkeley Kernels with Config [the source for which is in /usr/src/share/doc/smm] and FreeBSD Configuration Options [in /sys/conf/options and in /sys/arch/conf/options.arch, with arch for example being i386] for more information on configuring and building kernels. You may have to unpack the kernel source distribution if have not installed the system sources already (srcdist/srcsys.?? in FreeBSD 1.1, srcdist/sys.?? in FreeBSD 1.1.5.1, or the entire source distribution in FreeBSD 2.0) to be able to configure and build kernels. Create a kernel configuration file for your system (if you have not already) by cding to /sys/i386/conf. Then, if you are creating a new custom configuration file, copy the file GENERICAH (or GENERICBT, if you have a BusTek SCSI controller on FreeBSD 1.x) to YOURSYS, where YOURSYS is the name of your system, but in upper-case letters. Edit the file, and change the device lines: 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. If you have a multiport serial board, such as the Boca Board BB2016, please see the &man.sio.4; man 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). When you are finished adjusting the kernel configuration file, use the program config as documented in Building Berkeley Kernels with Config and the &man.config.8; manual page to prepare a kernel building directory, then build, install, and test the new kernel. 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/ttyd? (dial-in) and /dev/cuaa? (call-out) devices. On FreeBSD version 1.1.5 and higher, there are also initialization devices (/dev/ttyid? and /dev/cuai0?) and locking devices (/dev/ttyld? and /dev/cual0?). The initialization devices are used to initialize communications port parameters each time a port is opened, such as crtscts for modems which use CTS/RTS 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 & initializing devices, and setting terminal options, respectively. Making Device Special Files A shell script called MAKEDEV in the /dev directory manages the device special files. (The manual page for &man.MAKEDEV.8; on FreeBSD 1.1.5 is fairly bogus in its discussion of COM ports, so ignore it.) 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/ttyd? device special files, but also creates the /dev/cuaa? (and all of the initializing and locking special files under FreeBSD 1.1.5 and up) and removes the hardwired terminal special file /dev/tty0?, if it exists. 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 & 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. 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 if you have FreeBSD 1.1.5.1 or higher; otherwise, you can initialize ports in the /etc/rc.local script. There are two schools of thought regarding dial-up modems on UNIX. One group likes to configure their modems and system 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. The author 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 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. This entry already exists in the FreeBSD 1.1.5.1 gettytab file, so you do not need to add it unless it is missing under your version of FreeBSD: # # 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: On FreeBSD 1.1.5 and later, this will result in 8-bit, no parity connections. Under FreeBSD 1.1, add :np: parameters to the std.xxx entries at the top of the file for 8 bits, no parity; otherwise, the default is 7 bits, even parity. 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 you do not have 16550A-based serial ports, you may receive sio silo errors at 57.6 Kbps. <filename>/etc/ttys</filename> /etc/ttys is the list of ttys for init to monitor. /etc/ttys also provides security information to login (user root may only login on ttys marked secure). See the manual page for &man.ttys.5; for more information. You will need to either modify existing lines in /etc/ttys or add new lines to make init run getty processes automatically on your new dial-up ports. The general format of the line will be the same, whether you are using a locked-speed or matching-speed configuration: 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, though, 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 name for the std.speed entry for std.19200 from /etc/gettytab for your modem's data rate. 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> or <filename>/etc/rc.local</filename> 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 on FreeBSD 1.1.5.1 and up, or /etc/rc.local on FreeBSD 1.1, to set the hardware flow control flag in the FreeBSD kernel for the modem ports. For example, on a sample FreeBSD 1.1.5.1 system, /etc/rc.serial reads: #!/bin/sh # # Serial port initial configuration stty -f /dev/ttyid1 crtscts stty -f /dev/cuai01 crtscts This sets the termios flag crtscts on serial port #1's (COM2:) dial-in and dial-out initialization devices. On an old FreeBSD 1.1 system, these entries were added to /etc/rc.local to set the crtscts flag on the devices: # Set serial ports to use RTS/CTS flow control stty -f /dev/ttyd0 crtscts stty -f /dev/ttyd1 crtscts stty -f /dev/ttyd2 crtscts stty -f /dev/ttyd3 crtscts Since there is no initialization device special file on FreeBSD 1.1, one has to just set the flags on the sole device special file and hope the flags are not cleared by a miscreant. 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 & 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: Do not care (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: Do not care (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. I have heard 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 doesn't 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 a lines like this 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 ttyd? 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/ttyd?, 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, 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. Acknowledgments Thanks to these people for comments and advice: &a.kelly; for a number of good suggestions Dial-out Service Information integrated from FAQ. 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. Why cannot I run <command>tip</command> or <command>cu</command>? On your system, the programs tip and cu are probably executable only by uucp and group dialer. You can use the group dialer to control who has access to your modem or remote systems. Just add yourself to group dialer. Alternatively, you can let everyone on your system run tip and cu by typing: &prompt.root; chmod 4511 /usr/bin/tip You do not have to run this command for cu, since cu is just a hard link to tip. My stock Hayes modem is not supported, what can I do? Actually, the man 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. Actually, as shipped tip does not yet support it 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? 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; 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 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. 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 CTRL+P twice to send CTRL+P once? CTRL+P 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 CTRL+2 or CTRL+SPACE. 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 CTRL+2 and CTRL+A a lot: force=^^ raisechar=^^ The ^^ is SHIFT+CTRL+6. 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. Setting Up the Serial Console &a.yokota; and &a.wpaul;: The text is heavily based on /sys/i386/boot/biosboot/README.serial written by &a.wpaul;. Introduction The FreeBSD/i386 operating system can 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. Starting from version 3.1, FreeBSD/i386 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. (See &man.boot.8; and &man.loader.8; for more details on the boot process.) In order to set up the serial console you must configure the boot block code, the boot loader code and the kernel. In FreeBSD version 3.0, the boot loader does not exist and there are only two stages in the bootstrap; the boot blocks directly load the kernel into memory. If you are using FreeBSD 3.0, then you should disregard any reference to the boot loader in this section. You can still use the serial port as a console. FreeBSD versions 2.X are quite different from 3.X, in that the serial port driver, &man.sio.4;, must be configured in a different way. This chapter will not describe the settings for version 2.X systems. If you are using these older versions of FreeBSD, please consult /sys/i386/boot/biosboot/README.serial instead. 6 Steps to Set up the Serial Console Prepare a serial 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 that 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 for more information on remote debugging. In FreeBSD 4.0-CURRENT 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 &man.sio.4; 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 to be 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/Return, 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/Return 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 sio0 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 set to 9600 baud, 8 bits, no parity, 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. 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 as 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?) every system 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'll have to leave some kind of graphics card plugged in, (even if it's just a junky mono board) although you will not have to attach a monitor into it. You might also try installing an AMI BIOS. diff --git a/en_US.ISO8859-1/books/handbook/x11/chapter.sgml b/en_US.ISO8859-1/books/handbook/x11/chapter.sgml index ccc86a15db..5bff66a690 100644 --- a/en_US.ISO8859-1/books/handbook/x11/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/x11/chapter.sgml @@ -1,2295 +1,2295 @@ The X Window System This chapter has been graciously donated by &a.grog; from his book, The Complete FreeBSD, and remains copyright of him. Modifications for the handbook made by &a.jim;. The section on fonts in XFree86 was contributed by &a.murray; and the section on XDM was contributed by &a.sethk;. Synopsis The following chapter will cover installing and configuring X11 on your system. For more information on X11 and to see whether your video card is supported, check the XFree86 web site. Overview FreeBSD comes with XFree86, a port of X11R6 that supports several versions of Intel-based UNIX. This chapter describes how to set up your XFree86 server. It is based on material supplied with the FreeBSD release, specifically the files README.FreeBSD and README.Config in the directory /usr/X11R6/lib/X11/doc. If you find any discrepancy, the material in those files will be more up-to-date than this description. In addition, the file /usr/X11R6/lib/X11/doc/RELNOTES contains OS-independent information about the current release. X uses a lot of memory. In order to run X, your system should have an absolute minimum of 8 MB of memory, but performance will be painful with so little memory. A more practical minimum is 16 MB, and you can improve performance by adding more memory. If you use X intensively, you will continue seeing performance improvement by increasing to as much as 128 MB of RAM. There is lots of useful information in the rest of this chapter, but maybe you are not interested in information right now. You just want to get your X server up and running. However, be warned: An incorrect installation can burn out your monitor or your video board. However, if you know you are in spec, and you have a standard Super VGA board and a good multi-frequency monitor, then you can probably get things up and running without reading this chapter. Installing XFree86 The easiest way to install XFree86 is with the sysinstall program, either when you are installing the system, or later by starting the program /stand/sysinstall. In the rest of this chapter, we will look at what makes up the distribution, and we will also take a look at manually installing X11. The XFree86 Distribution XFree86 is distributed as a bewildering number of archives. In the following section, we will take a look at what you should install. Do not worry too much, though; if you cannot decide what to pick and you have 200MB of disk space free, it's safe to unpack everything. At a minimum you need to unpack the archives in the following table and at least one server that matches your VGA board. You will need 10Mb for the minimum required run-time binaries only, and between 1.7 and 3 MB for the server. Below is a table of the required components. Archive Description Xbin.tgz All the executable X client applications and shared libraries. Xfnts.tgz The misc and 75 dpi fonts. Xlib.tgz Data files and libraries needed at runtime. The X Server In addition to the archives above, you need at least one server, which will take up about 3 MB of disk. The choice depends primarily on what kind of display board you have. The default server name is /usr/X11R6/bin/X, and it is a link to a specific server binary /usr/X11R6/bin/XF86_xxxx. You will find the server archives for the standard PC architecture in /cdrom/XF86336/Servers, and the servers for the Japanese PC98 architecture in /cdrom/XF86336/PC98-Servers if you have the CD set. Alternatively, they are available on our FTP site at ftp://ftp.FreeBSD.org/pub/FreeBSD/releases/i386/&rel.current;-RELEASE/XF86336/Servers/ or ftp://ftp.FreeBSD.org/pub/FreeBSD/releases/i386/&rel.current;-RELEASE/XF86336/PC98-Servers/ Available X servers for the standard PC architecture: Archive Description X8514.tgz 8-bit color for IBM 8514 and true compatibles. XAGX.tgz 8 and 16-bit color for AGX and XGA boards. XI128.tgz 8 and 16-bit color for I128 boards. XMa32.tgz 8 and 16-bit color for ATI Mach32 boards. XMa64.tgz 8, 16, and 32-bit color fot ATI Mach64 boards. XMa8.tgz 8-bit color for ATI Mach8 boards. XMono.tgz 1-bit monochrome for VGA, Super-VGA, Hercules, and others. XP9K.tgz 8, 16, and 32-bit color for Weitek P9000 boards (Diamond Viper). XS3.tgz 8, 16, and 32-bit color for S3 boards. XS3V.tgz 8 and 16-bit color for S3 ViRGE boards. XSVGA.tgz >=8-bit color for Super-VGA cards. XVG16.tgz 4-bit color for VGA and Super-VGA cards. XW32.tgz 8-bit color for ET4000/W32, /W32i, /W32p, and ET6000 cards. Available X servers for the Japanese PC98 architecture: Archive Description X9GAN.tgz 8-bit color for PC98 GA-98NB/WAP boards. X9GA9.tgz 8, 16, and 32-bit color for PC98 S3 GA-968 boards. X9480.tgz 8-bit color for PC98 PEGC X9NKV.tgz 8-bit color for PC98 NEC-CIRRUS/EPSON NKV/NKV2 boards. X9WBS.tgz 8-bit color for PC98 WAB-S boards. X9WEP.tgz 8-bit color for PC98 WAB-EP boards. X9WSN.tgz 8-bit color for PC98 WSN-A2F boards. X9EGC.tgz 4-bit color for PC98 EGC. X9TGU.tgz 8 and 16-bit color for PC98 Trident Cyber9320/9680 boards. X9NS3.tgz 8 and 16-bit color for PC98 NEC S3 boards. X9SPW.tgz 8 and 16-bit color for PC98 S3 PW/PCSKB boards. X9LPW.tgz 8 and 16-bit color for PC98 S3 PW/LB boards. Each of these servers includes a manual page which contains details of supported chipsets and server-specific configuration options. There are also a number of archives are provided for X programmers: Archive Description Xprog.tgz Config, lib*.a, and *.h files needed for compiling clients. Xctrb.tgz Contributed sources. Xlk98.tgz The link kit for building servers, Japanese PC98 version. Xlkit.tgz The link kit for building servers, normal PC architecture. Xsrc-1.tgz Part 1 of the complete sources. Xsrc-2.tgz Part 2 of the complete sources. Xsrc-3.tgz Part 3 of the complete sources. You will need Xprog.tgz if you intend to install ports of X software. XFree86 also includes a number of optional parts, such as documentation, and setup programs. Archive Description Xdoc.tgz READMEs Xjdoc.tgz READMEs in Japanese. Xps.tgz READMEs in PostScript. Xhtml.tgz READMEs in HTML. Xman.tgz Manual pages. Xcfg.tgz Customizable xinit and xdm runtime configuration files. Xset.tgz The X86Setup utility; a graphical version of the xf86config utility. Xjset.tgz The XF86Setup utility, Japanese version, for the normal PC architecture. XF86Setup is a graphical mode setup program for XFree86, and you may prefer it to the standard setup program xf86config. You do not need any special archives for xf86config; it is included in Xbin.tgz. The first time you install, you will need Xcfg.tgz to create your initial configuration files. Do not use it when upgrading; it overwrites your configuration files. There are also additional fonts that are available with XFree86: Archive Description Xf100.tgz 100 dpi fonts. Xfscl.tgz Speedo and Type1 fonts. Xfnon.tgz Japanese, Chinese, and other non-english fonts. Xfcyr.tgz Cyrillic fonts. Unlike the X servers described above, the archives for the following servers are all in the main directory. Archive Description Xfsrv.tgz The font server. Xnest.tgz A nested server running as a client window on another display. Xprt.tgz The print server. Xvfb.tgz The Virtual Framebuffer X server, which renders into memory or an mmapped file. Installing XFree86 Manually If you do not use sysinstall to install X, you need to perform a number of steps: Create the directories and unpack the required archives. Choose and install an X server. Set up the environment to be able to access X. Find a virtual terminal in which to run X. Configure X for your hardware. This sounds like a lot of work, but if you approach it methodically, it is not too bad. In the rest of this section, we will look at each step in turn. Unpacking the Archives You must unpack the archives as root, since a number of the executables are set-user-id (they run as root even when started by other users). If you unpack the server as an ordinary user, it may abort when you try to run it. You must also use a umask value of 022 (permissions rwxr-xr-x), because the X server requires special permissions. &prompt.user; su Password: &prompt.root; umask 022 If you do not have enough space in the /usr file system, create a directory on another partition and symlink it to /usr. For example, if you have a file system /home with adequate space, you could do: &prompt.root; cd /home &prompt.root; mkdir X11R6 &prompt.root; ln -s /home/X11R6 /usr/X11R6 Next, decide which archives you want to install. For a minimal installation, choose Xbin.tgz, Xfnts.tgz, Xlib.tgz, and Xcfg.tgz. If you have already configured X for your hardware, you can omit Xcfg.tgz. If you are using sh, unpack like this: &prompt.root; mkdir -p /usr/X11R6 &prompt.root; cd /usr/X11R6 &prompt.root; for i in bin fnts lib cfg; do &prompt.root; tar xzf X$i.tgz &prompt.root; done If you are using csh, enter: &prompt.root; mkdir -p /usr/X11R6 &prompt.root; cd /usr/X11R6 &prompt.root; foreach i (bin fnts lib cfg) ? tar xzf X$i.tgz ? end Installing the Server Choose a server archive corresponding to your VGA board. If the table in the section above does not give you enough information, check the server man pages, /usr/X11R6/man/man1/XF86_*, which list the VGA chipsets supported by each server. For example, if you have an ET4000 based board you will use the XF86_SVGA server. In this case you would enter: &prompt.root; cd /usr/X11R6 &prompt.root; tar xzf XSVGA.tgz [substitute your server name here] Setting up the environment Next, you may wish to create a symbolic link /usr/X11/bin/X that points to the server that matches your video board. In this example, it is the XF86_SVGA server: &prompt.root; cd /usr/X11R6/bin &prompt.root; rm X &prompt.root; ln -s XF86_SVGA X X needs this symbolic link in order to be able to work correctly, but you have the option of setting it when you run xf86config – see below. Next, check that the directory /usr/X11R6/bin is in the default path for sh in /etc/profile and for csh in /etc/csh.login, and add it if it is not. It is best to do this with an editor, but if you want to take a shortcut, you can enter: &prompt.root; echo 'PATH=$PATH:/usr/X11R6/bin' >>/etc/profile or: &prompt.root; echo 'set path = ($path /usr/X11R6/bin)' >>/etc/csh.login Alternatively, make sure everybody who uses X puts /usr/X11R6/bin in their shell's PATH variable. Next, invoke ldconfig to put the shared libraries in ld.so's cache: &prompt.root; ldconfig -m /usr/X11R6/lib You can omit invoking ldconfig if you plan to reboot before using X. You do not need to uncompress the font files, but if you do, you must run mkfontdir in the corresponding font directory, otherwise your server will abort with the message could not open default font `fixed'. Assigning a virtual terminal to X Next, make sure you have a spare virtual console which is running a getty. First check how many virtual consoles you have: &prompt.root; dmesg | grep virtual sc0: VGA color <16 virtual consoles, flags=0x0> Then check /etc/ttys to make sure there is at least one virtual terminal (ttyvxx device) which does not have a getty enabled. Look for the keyword off: &prompt.root; grep ttyv /etc/ttys ttyv0 "/usr/libexec/getty Pc" cons25 on secure ttyv1 "/usr/libexec/getty Pc" cons25 on secure ttyv2 "/usr/libexec/getty Pc" cons25 on secure ttyv3 "/usr/libexec/getty Pc" cons25 off secure In this case, /dev/ttyv3 is available, if your kernel has least 4 VTs. If not, either disable a getty in /etc/ttys by changing on to off, or build another kernel with more virtual terminals. Configuring X for Your Hardware After installing the X software, you will need to customize the file XF86Config, which tells the X server about your hardware and how you want to run it. In order to set up XF86Config, you will need the following hardware information: Your mouse type, the bit rate if it is a serial mouse, and the name of the device to which it is connected. This will typically be /dev/ttyd0 or /dev/ttyd1 for a serial mouse, /dev/psm0 for a PS/2 mouse, or /dev/mse0 for a bus mouse. The type of the video board and the amount of display memory. If it is a no-name board, establish what VGA chip set it uses. The parameters of your monitor; vertical and horizontal frequency. Identifying the hardware How do you decide what your hardware is? The manufacturer should tell you, but very often the information you get about your display board and monitor is pitiful; Super VGA board with 76 Hz refresh rate and 16,777,216 colors. This tells you the maximum pixel depth (24 bits – - the number of colors is 2(pixel depth)), but it doesn't tell you anything else about the display board. As we will see later, the real parameters you need to know are the maximum horizontal frequency, the dot clock range, the chipset and the amount of display memory. You could be unlucky trying to get some of this information, but you can get some with the SuperProbe program. It should always be able to tell you the chipset and the amount of memory on board. Occasionally SuperProbe can crash your system. Make sure you are not doing anything important when you run it. Running SuperProbe looks like this: &prompt.root; SuperProbe (warnings and acknowledgments omitted) First video: Super-VGA Chipset: Tseng ET4000 (Port Probed) Memory: 1024 Kbytes RAMDAC: Generic 8-bit pseudo-color DAC (with 6-bit wide lookup tables (or in 6-bit mode)) SuperProbe is very finicky about running at all, and you will often get messages like: SuperProbe: Cannot be run while an X server is running SuperProbe: If an X server is not running, unset $DISPLAY and try again SuperProbe: Cannot open video In other words, even if no X server is running, SuperProbe will not work if you have the environment variable DISPLAY set. How do you unset it? With Bourne-style shells, you enter: &prompt.root; unset DISPLAY In the C shell, you enter: &prompt.root; unsetenv DISPLAY Running <command>xf86config</command> The easy way to create your configuration file is with one of the utilities xf86config (note the lower case name) or XF86Setup. Both lead you through the configuration step by step. xf86config runs in character mode, while XF86Setup runs in a graphical mode. XF86Setup can have problems with unusual hardware, so I personally prefer xf86config. You can also use sysinstall, but this does not change much; sysinstall just starts xf86config for you, and it is easier to start it directly. In this section, we will use an example to illustrate configuration via xf86config. We are installing X for an ancient Diamond SpeedStar with 1 MB of display memory, a Logitech MouseMan mouse, and an ADI MicroScan 5AP monitor. The mouse is connected to the system via the first serial port, /dev/ttyd0. To run xf86config, type in the name. If /usr/X11R6/bin is included in your PATH environment variable, you just need to type xf86config. If it is not, you need to type out the full path to xf86config, like so: &prompt.root; /usr/X11R6/bin/xf86config This program will create a basic XF86Configfile, based on menu selections you make. The XF86Config file usually resides in /usr/X11R6/lib/X11 or /etc. A sample XF86Config file is supplied with XFree86; it is configured for a standard VGA card and monitor with 640x480 resolution. This program will ask for a pathname when it is ready to write the file. You can either take the sample XF86Config as a base and edit it for your configuration, or let this program produce a base XF86Config file for your configuration and fine-tune it. Refer to /usr/X11R6/lib/X11/doc/README.Config for a detailed overview of the configuration process. For accelerated servers (including accelerated drivers in the SVGA server), there are many chipset and card-specific options and settings. This program does not know about these. On some configurations some of these settings must be specified. Refer to the server man pages and chipset-specific READMEs. Before continuing with this program, make sure you know the chipset and amount of video memory on your video card. SuperProbe can help with this. It is also helpful if you know what server you want to run. Press enter to continue, or ctrl-c to abort. ENTER First specify a mouse protocol type. Choose one from the following list: 1. Microsoft compatible (2-button protocol) 2. Mouse Systems (3-button protocol) 3. Bus Mouse 4. PS/2 Mouse 5. Logitech Mouse (serial, old type, Logitech protocol) 6. Logitech MouseMan (Microsoft compatible) 7. MM Series 8. MM HitTablet 9. Microsoft IntelliMouse If you have a two-button mouse, it is most likely of type 1, and if you have a three-button mouse, it can probably support both protocol 1 and 2. There are two main varieties of the latter type; mice with a switch to select the protocol, and mice that default to 1 and require a button to be held at boot-time to select protocol 2. Some mice can be convinced to do 2 by sending a special sequence to the serial port (see the ClearDTR/ClearRTS options). Enter a protocol number: 6 Logitech MouseMan You have selected a Logitech MouseMan type mouse. You might want to enable ChordMiddle which could cause the third button to work. Please answer the following question with either 'y' or 'n'. Do you want to enable ChordMiddle? n You definitely want to enable the third button on your mouse, since many X clients use it. With a genuine Logitech mouse, however, you don't need to enable ChordMiddle in order to use the button. If you find that the third button does not work when you start X, you can enable ChordMiddle by editing the configuration file – it is much easier and less error-prone than re-running XF86Setup. Continuing through the setup: If your mouse has only two buttons, it is recommended that you enable Emulate3Buttons. Please answer the following question with either 'y' or 'n'. Do you want to enable Emulate3Buttons? n Now give the full device name that the mouse is connected to, for example /dev/tty00. Just pressing enter will use the default, /dev/mouse. Mouse device: /dev/ttyd1 Be very careful about this entry. You must specify the correct name for the device to which the mouse is connected. xf86config is not specific to FreeBSD, and the suggested example is just plain wrong for FreeBSD. Use the names /dev/ttyd0 through /dev/ttyd3 for serial mice, /dev/psm0 for PS/2 mice or /dev/mse0 for a bus mouse. Continuing, we see: Beginning with XFree86 3.1.2D, you can use the new X11R6.1 XKEYBOARD extension to manage the keyboard layout. If you answer 'n' to the following question, the server will use the old method, and you have to adjust your keyboard layout with xmodmap. Please answer the following question with either 'y' or 'n'. Do you want to use XKB? y The following dialogue will allow you to select from a list of already preconfigured keymaps. If you don't find a suitable keymap in the list, the program will try to combine a keymap from additional information you are asked then. Such a keymap is by default untested and may require manual tuning. Please report success or required changes for such a keymap to XFREE86@XFREE86.ORG for addition to the list of preconfigured keymaps in the future. Press enter to continue, or ctrl-c to abort. List of preconfigured keymaps: 1 Standard 101-key, US encoding 2 Microsoft Natural, US encoding 3 KeyTronic FlexPro, US encoding 4 Standard 101-key, US encoding with ISO9995-3 extensions 5 Standard 101-key, German encoding 6 Standard 101-key, French encoding 7 Standard 101-key, Thai encoding 8 Standard 101-key, Swiss/German encoding 9 Standard 101-key, Swiss/French encoding 10 None of the above Enter a number to choose the keymap. 1 Choose the standard US keyboard Now we want to set the specifications of the monitor. The two critical parameters are the vertical refresh rate, which is the rate at which the whole screen is refreshed, and most importantly the horizontal sync rate, which is the rate at which scanlines are displayed. The valid range for horizontal sync and vertical sync should be documented in the manual of your monitor. If in doubt, check the monitor database /usr/X11R6/lib/X11/doc/Monitors to see if your monitor is there. Press enter to continue, or ctrl-c to abort. ENTER You must indicate the horizontal sync range of your monitor. You can either select one of the predefined ranges below that correspond to industry- standard monitor types, or give a specific range. It is VERY IMPORTANT that you do not specify a monitor type with a horizontal sync range that is beyond the capabilities of your monitor. If in doubt, choose a conservative setting. hsync in kHz; monitor type with characteristic modes 1 31.5; Standard VGA, 640x480 @@ 60 Hz 2 31.5 - 35.1; Super VGA, 800x600 @@ 56 Hz 3 31.5, 35.5; 8514 Compatible, 1024x768 @@ 87 Hz interlaced (no 800x600) 4 31.5, 35.15, 35.5; Super VGA, 1024x768 @@ 87 Hz interlaced, 800x600 @@ 56 Hz 5 31.5 - 37.9; Extended Super VGA, 800x600 @@ 60 Hz, 640x480 @@ 72 Hz 6 31.5 - 48.5; Non-Interlaced SVGA, 1024x768 @@ 60 Hz, 800x600 @@ 72 Hz 7 31.5 - 57.0; High Frequency SVGA, 1024x768 @@ 70 Hz 8 31.5 - 64.3; Monitor that can do 1280x1024 @@ 60 Hz 9 31.5 - 79.0; Monitor that can do 1280x1024 @@ 74 Hz 10 31.5 - 82.0; Monitor that can do 1280x1024 @@ 76 Hz 11 Enter your own horizontal sync range Enter your choice (1-11): Unfortunately, our monitor is not mentioned in the file /usr/X11R6/lib/X11/doc/Monitors, but by chance the manual does specify the frequency range in the Technical Data section. The horizontal frequency range is from 30 to 64 kHz, and the vertical frequency range is from 50 to 100 Hz. The horizontal frequency range is almost exactly covered by choice 8, but that setting threatens to go 0.3 kHz higher in frequency than the technical data state. Do you want to risk it? Doing so will most likely not be a problem, since it is unlikely that the monitor will die at such a small deviation from the specs, and it is also unlikely that your XF86Config will actually generate a horizontal frequency between 64.0 and 64.3 kHz. However, there is no need to take even this slight risk. Just specify the real values: Enter your choice (1-11): 11 Please enter the horizontal sync range of your monitor, in the format used in the table of monitor types above. You can either specify one or more continuous ranges (e.g. 15-25, 30-50), or one or more fixed sync frequencies. Horizontal sync range: 30-64 Next, we select the vertical frequency range: You must indicate the vertical sync range of your monitor. You can either select one of the predefined ranges below that correspond to industry-standard monitor types, or give a specific range. For interlaced modes, the number that counts is the high one (e.g., 87 Hz rather than 43 Hz). 1 50-70 2 50-90 3 50-100 4 40-150 5 Enter your own vertical sync range Enter your choice: 3 exactly the range of the monitor The next step is to specify identification strings. You can think out names if you want, but unless you are juggling a lot of different hardware, you can let xf86config do it for you: You must now enter a few identification/description strings, namely an identifier, a vendor name, and a model name. Just pressing enter will fill in default names. The strings are free-form, spaces are allowed. Enter an identifier for your monitor definition: ENTER Enter the vendor name of your monitor: ENTER Enter the model name of your monitor: ENTER Next comes the choice of the video board. We have an elderly Diamond SpeedStar Plus with an ET4000 chip, and unknown Ramdac and Clock Chip. Let's see how we fare: Now we must configure video card specific settings. At this point you can choose to make a selection out of a database of video card definitions. Because there can be variation in Ramdacs and clock generators even between cards of the same model, it is not sensible to blindly copy the settings (e.g., a Device section). For this reason, after you make a selection, you will still be asked about the components of the card, with the settings from the chosen database entry presented as a strong hint. The database entries include information about the chipset, what server to run, the Ramdac and ClockChip, and comments that will be included in the Device section. However, a lot of definitions only hint about what server to run (based on the chipset the card uses) and are untested. If you can't find your card in the database, there's nothing to worry about. You should only choose a database entry that is exactly the same model as your card; choosing one that looks similar is just a bad idea (e.g. a GemStone Snail 64 may be as different from a GemStone Snail 64+ in terms of hardware as can be). Do you want to look at the card database? y 0 2 the Max MAXColor S3 Trio64V+ S3 Trio64V+ 1 928Movie S3 928 2 AGX (generic) AGX-014/15/16 3 ALG-5434(E) CL-GD5434 4 ASUS 3Dexplorer RIVA128 5 ASUS PCI-AV264CT ATI-Mach64 6 ASUS PCI-V264CT ATI-Mach64 7 ASUS Video Magic PCI V864 S3 864 8 ASUS Video Magic PCI VT64 S3 Trio64 9 AT25 Alliance AT3D 10 AT3D Alliance AT3D 11 ATI 3D Pro Turbo ATI-Mach64 12 ATI 3D Xpression ATI-Mach64 13 ATI 3D Xpression+ PC2TV ATI-Mach64 14 ATI 8514 Ultra (no VGA) ATI-Mach8 15 ATI All-in-Wonder ATI-Mach64 16 ATI Graphics Pro Turbo ATI-Mach64 17 ATI Graphics Pro Turbo 1600 ATI-Mach64 Enter a number to choose the corresponding card definition. Press enter for the next page, q to continue configuration. ENTER Dozens of board definitions come in alphabetic order. Finally we see: 108 DSV3325 S3 ViRGE 109 DSV3326 S3 Trio64V+ 110 DataExpert DSV3325 S3 ViRGE 111 DataExpert DSV3365 S3 Trio64V+ 112 Dell S3 805 S3 801/805 113 Dell onboard ET4000 ET4000 114 Diamond Edge 3D nv1 115 Diamond Multimedia Stealth 3D 2000 S3 ViRGE 116 Diamond Multimedia Stealth 3D 2000 PRO S3 ViRGE/DX 117 Diamond SpeedStar (Plus) ET4000 118 Diamond SpeedStar 24 ET4000 119 Diamond SpeedStar 24X (not fully supported) WD90C31 120 Diamond SpeedStar 64 CL-GD5434 121 Diamond SpeedStar HiColor ET4000 122 Diamond SpeedStar Pro (not SE) CL-GD5426/28 123 Diamond SpeedStar Pro 1100 CL-GD5420/2/4/6/8/9 124 Diamond SpeedStar Pro SE (CL-GD5430/5434) CL-GD5430/5434 125 Diamond SpeedStar64 Graphics 2000/2200 CL-GD5434 Enter a number to choose the corresponding card definition. Press enter for the next page, q to continue configuration. 117 Your selected card definition: Identifier: Diamond SpeedStar (Plus) Chipset: ET4000 Server: XF86_SVGA Press enter to continue, or ctrl-c to abort.ENTER Now you must determine which server to run. Refer to the man pages and other documentation. The following servers are available (they may not all be installed on your system): 1 The XF86_Mono server. This a monochrome server that should work on any VGA-compatible card, in 640x480 (more on some SVGA chipsets). 2 The XF86_VGA16 server. This is a 16-color VGA server that should work on any VGA-compatible card. 3 The XF86_SVGA server. This is a 256 color SVGA server that supports a number of SVGA chipsets. On some chipsets it is accelerated or supports higher color depths. 4 The accelerated servers. These include XF86_S3, XF86_Mach32, XF86_Mach8, XF86_8514, XF86_P9000, XF86_AGX, XF86_W32, XF86_Mach64, XF86_I128 and XF86_S3V. These four server types correspond to the four different "Screen" sections in XF86Config (vga2, vga16, svga, accel). 5 Choose the server from the card definition, XF86_SVGA. Which one of these screen types do you intend to run by default (1-5)? The system already chose XF86_SVGA for us. Do we want to change? We would need a good reason. In this case, we do not have a reason, so we will keep the server from the card definition: Which one of these screen types do you intend to run by default (1-5)? 5 The server to run is selected by changing the symbolic link 'X'. For example, the SVGA server. Please answer the following question with either 'y' or 'n'. Do you want me to set the symbolic link? y All the programs that start X (xinit, startx, and xdm) start a program /usr/X11R6/bin/X. This symbolic link makes /usr/X11R6/bin/X point to your X server. If you don't have a link, you will not be able to start X. Now you must give information about your video card. This will be used for the "Device" section of your video card in XF86Config. You must indicate how much video memory you have. It is probably a good idea to use the same approximate amount as that detected by the server you intend to use. If you encounter problems that are due to the used server not supporting the amount memory you have (e.g. ATI Mach64 is limited to 1024K with the SVGA server), specify the maximum amount supported by the server. How much video memory do you have on your video card: 1 256K 2 512K 3 1024K 4 2048K 5 4096K 6 Other Enter your choice: 3 You must now enter a few identification/description strings, namely an identifier, a vendor name, and a model name. Just pressing enter will fill in default names (possibly from a card definition). Your card definition is Diamond SpeedStar (Plus). The strings are free-form, spaces are allowed. Enter an identifier for your video card definition: ENTER You can simply press enter here if you have a generic card, or want to describe your card with one string. Enter the vendor name of your video card: ENTER Enter the model (board) name of your video card: ENTER Especially for accelerated servers, Ramdac, Dacspeed and ClockChip settings or special options may be required in the Device section. The RAMDAC setting only applies to the S3, AGX, W32 servers, and some drivers in the SVGA servers. Some RAMDAC's are auto-detected by the server. The detection of a RAMDAC is forced by using a Ramdac "identifier" line in the Device section. The identifiers are shown at the right of the following table of RAMDAC types: 1 AT&T 20C490 (S3 and AGX servers, ARK driver) att20c490 2 AT&T 20C498/21C498/22C498 (S3, autodetected) att20c498 3 AT&T 20C409/20C499 (S3, autodetected) att20c409 4 AT&T 20C505 (S3) att20c505 5 BrookTree BT481 (AGX) bt481 6 BrookTree BT482 (AGX) bt482 7 BrookTree BT485/9485 (S3) bt485 8 Sierra SC15025 (S3, AGX) sc15025 9 S3 GenDAC (86C708) (autodetected) s3gendac 10 S3 SDAC (86C716) (autodetected) s3_sdac 11 STG-1700 (S3, autodetected) stg1700 12 STG-1703 (S3, autodetected) stg1703 Enter a number to choose the corresponding RAMDAC. Press enter for the next page, q to quit without selection of a RAMDAC. q We don't need this A Clockchip line in the Device section forces the detection of a programmable clock device. With a clockchip enabled, any required clock can be programmed without requiring probing of clocks or a Clocks line. Most cards don't have a programmable clock chip. Choose from the following list: 1 Chrontel 8391 ch8391 2 ICD2061A and compatibles (ICS9161A, DCS2824) icd2061a 3 ICS2595 ics2595 4 ICS5342 (similar to SDAC, but not completely compatible) ics5342 5 ICS5341 ics5341 6 S3 GenDAC (86C708) and ICS5300 (autodetected) s3gendac 7 S3 SDAC (86C716) s3_sdac 8 STG 1703 (autodetected) stg1703 9 Sierra SC11412 sc11412 10 TI 3025 (autodetected) ti3025 11 TI 3026 (autodetected) ti3026 12 IBM RGB 51x/52x (autodetected) ibm_rgb5xx Just press enter if you don't want a Clockchip setting. What Clockchip setting do you want (1-12)? ENTER For most configurations, a Clocks line is useful since it prevents the slow and nasty sounding clock probing at server start-up. Probed clocks are displayed at server startup, along with other server and hardware configuration info. You can save this information in a file by running imprecise; some clocks may be slightly too high (varies per run). At this point I can run X -probeonly, and try to extract the clock information from the output. It is recommended that you do this yourself and add a clocks line (note that the list of clocks may be split over multiple Clocks lines) to your Device section afterwards. Be aware that a clocks line is not appropriate for drivers that have a fixed set of clocks and don't probe by default (e.g. Cirrus). Also, for the P9000 server you must simply specify clocks line that matches the modes you want to use. For the S3 server with a programmable clock chip you need a 'ClockChip' line and no Clocks line. You must be root to be able to run X -probeonly now. Do you want me to run 'X -probeonly' now? This last question is worth thinking about. You should run X -probeonly at some point, but it requires some extra work. We'll take the recommendation and try it later. Do you want me to run 'X -probeonly' now? n For each depth, a list of modes (resolutions) is defined. The default resolution that the server will start-up with will be the first listed mode that can be supported by the monitor and card. Currently it is set to: "640x480" "800x600" "1024x768" for 8bpp "640x480" "800x600" for 16bpp "640x480" for 24bpp "640x400" for 32bpp Note that 16, 24 and 32bpp are only supported on a few configurations. Modes that cannot be supported due to monitor or clock constraints will be automatically skipped by the server. 1 Change the modes for 8pp (256 colors) 2 Change the modes for 16bpp (32K/64K colors) 3 Change the modes for 24bpp (24-bit color, packed pixel) 4 Change the modes for 32bpp (24-bit color) 5 The modes are OK, continue. Enter your choice: 5 accept the defaults You can have a virtual screen (desktop), which is screen area that is larger than the physical screen and which is panned by moving the mouse to the edge of the screen. If you don't want virtual desktop at a certain resolution, you cannot have modes listed that are larger. Each color depth can have a differently-sized virtual screen Please answer the following question with either 'y' or 'n'. Do you want a virtual screen that is larger than the physical screen? n It is difficult to decide whether you want a virtual screen larger than the physical screen. I find it extremely disturbing, so I suggest you answer n. You might find it useful, especially if your highest resolution is small. Now the configuration is complete, and sysinstall just need to write the configuration file: I am going to write the XF86Config file now. Make sure you don't accidently overwrite a previously configured one. Shall I write it to /etc/XF86Config? y File has been written. Take a look at it before running 'startx'. Note that the XF86Config file must be in one of the directories searched by the server (e.g. /usr/X11R6/lib/X11) in order to be used. Within the server press ctrl, alt and '+' simultaneously to cycle video resolutions. Pressing ctrl, alt and backspace simultaneously immediately exits the server (use if the monitor doesn't sync for a particular mode). For further configuration, refer to /usr/X11R6/lib/X11/doc/README.Config. Once you have completed this configuration, you are ready to start X. - XFree86 4.x Configuration + XFree86 4.X Configuration Introduction This chapter will introduce the steps necessary to install and configure the XFree86 X Windows System under FreeBSD. Once the server is installed and configured properly. The user can read to setup their desktop environment. - XFree86 4.x + XFree86 4.X XFree86 Before You Start Before the user is to start configuration of XFree86-4, the the following information will need to be known about the target system: Monitor specifications Video Adapter chipset Video Adapter memory horizontal scan rate vertical scan rate The specifications for the target system's monitor are used by XFree86 to determine the resolution and refresh rate to run at. These specifications can usually be obtained from the documentation that came with the target system's monitor or from the manufacturer's website. There are two ranges of numbers that are needed, the horizontal scan rate and the vertical synchronization rate. The video adapter's chipset defines what driver module XFree86 uses to talk to the graphics hardware. With most chipsets, this can be automatically determined, but it is still useful to know in case the automatic detection doesn't work correctly. Video memory on the graphic adapter determines the resolution and color depth the target system can run at. This is important to know so the user knows the limitations of the target system. - Installing XFree86 4.x software + Installing XFree86 4.X software Contributed by &a.cshumway;, July 2001. XFree86 4 can be installed using the FreeBSD ports system or using &man.pkg.add.1;. If the user is building XFree86-4 from source and has USA_RESIDENT set in /etc/make.conf, the user may first have to fetch Wraphelp.c if XDM-AUTHORIZATION-1 support is desired. This file is to be placed in the port's files/ sub-directory before the port is built. - Configuring XFree86 4.x + Configuring XFree86 4.X Configuration of XFree86 4.1 is a several step process. The first step is to build an initial configuration file with the configure option to XFree86. As the super user, simply run: &prompt.root; XFree86 -configure This will generate a skeleton XFree86 configuration file in the current working directory called XF86Config.new. The XFree86 program will attempt to probe the graphics hardware on the system and will write a configuration file to load the proper drivers for the detected hardware on the target system. The next step is to test the currently existing configuration to verify that XFree86 can work with the graphics hardware on the target system. To preform this task, the user needs to run: &prompt.root; XFree86 -xf86config XF86Config.new If the user is presented with a black and grey grid and an X mouse cursor, then the configuration was successful. To exit the test, just press ctrl, alt and backspace simultaneously. XFree86 4 Tuning Next, the user needs to tune the XF86Config.new configuration file to their personal taste. Open up the file in a text editor such as &man.emacs.1; or &man.ee.1;. The first thing the user will want to do is add the frequencies for the target system's monitor. These are usually expressed as a horizontal and vertical synchronization rate. These values are added to the XF86Config.new file under the "Monitor" section as such: Section "Monitor" Identifier "Monitor0" VendorName "Monitor Vendor" ModelName "Monitor Model" Horizsync 30-107 VertRefresh 48-120 EndSection The Horizsync and VertRefresh keywords may not exist in the user's configuration file. If they do not, they need to be added, with the correct horizontal synchronization rate placed after the Horizsync keyword and the vertical synchronization rate after the VertRefresh keyword. In the example above the target monitor's rates where entered. XF86Config While the XF86Config.new configuration file is still open in an editor, next the user needs to select what the default resolution and color depth is desired. This is defined in the Screen section. Section "Screen" Identifier "Screen0" Device "Card0" Monitor "Monitor0" DefaultColorDepth 24 SubSection "Display" Depth 24 Modes "1024x768" EndSubSection EndSection The DefaultColorDepth keyword describes the color depth the user wishes to run at by default. This can be overridden with the -bpp command line switch to XFree86 1. The Modes keyword describes the resolution the user wishes to run at for the given color depth. In the example above, the default color depth is twenty four bits per pixel. At this color depth, the accepted resolution is one thousand twenty four pixels by seven hundred and sixty eight pixels. If a user wants to run at a resolution of one thousand twenty four pixels by seven hundred sixty eight pixels at twenty four bits per pixel, then the user needs to add the DefaultColorDepth keyword with the value of twenty four, and add to the "Display" subsection with the desired Depth the Modes keyword with the resolution the user wishes to run at. Note that only VESA standard modes are supported as defined by the target system's graphics hardware. Finally, the user can write out the configuration file and test it using the test mode given above. If all is well, then the configuration file needs to be installed in a common location where XFree86 1 can source it in the future. This is typically /etc/X11/XF86Config or /usr/X11R6/etc/X11/XF86Config. &prompt.root; cp XF86Config.new /etc/X11/XF86Config Once the configuration file has been placed in a common location, XFree86 can then be used through &man.xdm.1;. In order to use startx 1 the user will have to install the X11/wrapper port. Advanced Configuration Topics Configuration with Intel i810 graphics chipsets Intel i810 graphic chipset Configuration with Intel i810 integrated chipsets requires the agpgart AGP programming interface for XFree86 to be able to drive the card. To enable the agpgart programming interface, the agp.ko kernel loadable module needs to be loaded into the kernel with &man.kldload.8;. This can be done automatically with the &man.loader.8;. Simply add this line to /boot/loader.conf to have the loader load agp.ko at boot time: agp_load="YES" Next, a device node needs to be created for the programming interface. To create the agp device node, run &man.MAKEDEV.8; in the /dev directory as such: &prompt.root; cd /dev &prompt.root; sh MAKEDEV agpgart This will allow the user to configure the graphics hardware as any other graphics board. Using Fonts in XFree86 Type1 Fonts The default fonts that ship with XFree86 are less than ideal for typical desktop publishing applications. Large presentation fonts show up jagged and unprofessional looking and small fonts in Netscape are almost completely unintelligible. However, there are several free, high quality Type1 (PostScript) fonts available which can be readily used - with XFree86, either version 3.x or - version 4.x. For instance, the URW font collection + with XFree86, either version 3.X or + version 4.X. For instance, the URW font collection (/usr/ports/x11-fonts/urwfonts) includes high quality versions of standard type1 fonts (Times Roman, Helvetica, Palatino and others). The Freefont collection (/usr/ports/x11-fonts/freefont) includes many more fonts, but most of them are intended for use in graphics software such as the Gimp, and are not complete enough to serve as screen fonts. In addition, XFree86 can be configured to use TrueType fonts with a minimum of effort: see the section on TrueType fonts later. To install the above Type1 font collections from the ports collection you can run the following commands. &prompt.root; cd /usr/ports/x11-fonts/urwfonts &prompt.root; make install clean And likewise with the freefont or other collections. To tell the X server that these fonts exist, you can add an appropriate line to your XF86Config file (in /etc/ for XFree86 version 3, or in /etc/X11/ for version 4), which reads: FontPath "/usr/X11R6/lib/X11/fonts/URW/" Alternatively, at the command line in your X session you can write: &prompt.user; xset fp+ /usr/X11R6/lib/X11/fonts/URW &prompt.user; xset fp rehash This will work but will be lost when you log out from this session, unless you add it to your startup file (~/.xinitrc for a normal startx session, or ~/.xsession when logging in through a graphical login manager like XDM). A third way is to use the new XftConfig file: see the section on anti-aliasing, later. TrueType Fonts XFree86 4.0 has built in support for rendering TrueType fonts. There are two different modules that can enable this functionality. The "freetype" module is used in this example because it is more consistent with the other font rendering backends. To enable the freetype module just add the following line to the module section of your /etc/X11/XF86Config file. Load "freetype" For XFree86 3.3.X you will need to run a separate TrueType font server. Xfstt is commonly used for this purpose. To install Xfstt on your FreeBSD system simply install the port from /usr/ports/x11-servers/Xfstt You should now make a directory for your TrueType fonts (e.g. /usr/X11R6/lib/X11/fonts/TrueType) and copy all of your TrueType fonts into this directory. Keep in mind that you can not take TrueType fonts directly from a Macintosh; they must be in Unix/DOS/Windows format for use by XFree86. Once you have copied the files into this directory you need to use ttmkfdir to create a fonts.dir file so that the X font renderer knows that you've installed these new files. There is a FreeBSD port for ttmkfdir in /usr/ports/x11-fonts/ttmkfdir. &prompt.root; cd /usr/X11R6/lib/X11/fonts/TrueType &prompt.root; ttmkfdir > fonts.dir Now you need to add your TrueType directory to your fonts path. This is just the same as described above for Type1 fonts, that is, use &prompt.user; xset fp+ /usr/X11R6/lib/X11/fonts/TrueType &prompt.user; xset fp rehash or add a FontPath line to the XF86Config file. That's it. Now Netscape, Gimp, StarOffice, and all of your other X applications should now recognize your installed TrueType fonts. Extremely small fonts (as with text in a high resolution display on a web page) and extremely large fonts (within StarOffice) will look much better now. Anti-Aliasing your fonts Starting with version 4.0.2, XFree86 supports anti-aliased fonts. Currently, most software has not been updated to take advantage of this new functionality. However, Qt (the toolkit for the KDE desktop) does; so if you are running XFree86 4.0.2 (or higher), Qt 2.3 (or higher) and KDE, all your KDE/Qt applications can be made to use anti-aliased fonts. To configure anti-aliasing, you need to create (or edit, if it already exists) the file /usr/X11R6/lib/X11/XftConfig. Several advanced things can be done with this file; this section describes only the simplest possibilities. First, you need to tell the X server about the fonts which you want anti-aliased. To do that, for each font directory you have a line, which looks like this: dir "/usr/X11R6/lib/X11/Type1" And likewise for the other font directories (URW, truetype, etc) containing fonts you'd like anti-aliased. Anti-aliasing makes sense only for scalable fonts (basically, Type1 and TrueType) so don't include bitmap font directories here. The directories which you included here can now be commented out of your XF86Config file. Next, you may not want to anti-alias normal-sized text. (Antialiasing makes borders slightly fuzzy, which makes very small text more readable and removes "staircases" from large text, but can cause eyestrain if applied to normal text.) To exclude point sizes between 9 and 13 from anti-aliasing, include these lines: match any size > 8 any size < 14 edit antialias = false; You may also find that the spacing for some monospaced fonts gets messed up when you turn on anti-aliasing. This seems to be an issue with KDE, in particular. One possible fix for this is to force the spacing for such fonts to be 100: add the following lines: match any family == "fixed" edit family =+ "mono"; match any family == "console" edit family =+ "mono"; (this aliases the other common names for fixed fonts as "mono"), and then add: match any family == "mono" edit spacing = 100; Supposing you want to use the Lucidux fonts whenever monospaced fonts are required (these look nice, and don't seem to suffer from the spacing problem), you could replace that last line with these: match any family == "mono" edit family += "LuciduxMono"; match any family == "Lucidux Mono" edit family += "LuciduxMono"; match any family == "LuciduxMono" edit family =+ "Lucidux Mono"; (the last lines alias different equivalent family names). Finally, you want to allow users to add commands to this file, via their personal .xftconfig files. To do this, add a last line: includeif "~/.xftconfig" That's all; anti-aliasing should be enabled the next time you start the X server. However, note that your programs must know how to take advantage of it. At the present time, the toolkit Qt does, so the entire KDE environment can use anti-aliased fonts (see on KDE for details); there are patches for gtk+ to do the same, so if compiled against such a patched gtk+, the GNOME environment and Mozilla can also use anti-aliased fonts. Anti-aliasing is still new to FreeBSD and XFree86; configuring it should get easier with time, and it will soon be supported by many more applications. The X Display Manager Overview The X Display Manager (XDM) is an optional part of the X Window System that is used for login session management. This is useful for several types of situations, including minimal X Terminals (see ), desktops, and large network display servers. Since the X Window System is network and protocol independent, there are a wide variety of possible configurations for running X clients and servers on different machines connected by a network. XDM provides a graphical interface for choosing which display server to connect to, and entering authorization information such as a login and password combination. You may think of XDM as providing the same functionality to the user as the &man.getty.8; utility (see for details). That is, it performs system logins to the display being connected to and then runs a session manager on behalf of the user (usually an X window manager). XDM then waits for this program to exit, signaling that the user is done and should be logged out of the display. At this point, XDM can display the login and display chooser screens for the next user to login. Using XDM The XDM daemon program is located in /usr/X11R6/bin/xdm. You can run this program at any time as root and it will start managing the X display on the local machine. If you want XDM to run in the background every time the machine boots up, a convenient way to do this is by adding an entry to /etc/ttys. For more information about the format and usage of this file, see . There is a line in the default /etc/ttys file for running the xdm daemon on a virtual terminal: ttyv8 "/usr/X11R6/bin/xdm -nodaemon" xterm off secure By default this entry is disabled, and in order to enable it you will need to change field 5 from off to on and then restart &man.init.8; using the directions in . The first field, the name of the terminal this program will manage, is ttyv8. This means that XDM will start running on the 9th virtual terminal. Configuring XDM The XDM configuration directory is located in /usr/X11R6/lib/X11/xdm. In this directory you will see several files used to change the behavior and appearance of XDM. Typically you will find these files: File Description Xaccess Client authorization ruleset. Xresources Default X resource values. Xservers List of remote and local displays to manage. Xsession Default session script for logins. Xsetup_* xdm-config Global configuration for all displays running on this machine. xdm-errors Errors generated by the server program. xdm-pid The process ID of the currently running XDM. Also in this directory are a few scripts and programs used to setup the desktop when XDM is running. In the next few sections I will briefly describe the purpose of each of these files. The exact syntax and usage of all of these files is described in &man.xdm.1; The default configuration is a simple rectangular login window with the hostname of the machine displayed at the top in a large font and Login: and Password: prompts below. This is a good starting point if you are planning to design your own look and feel for the XDM screens. Xaccess The protocol for connecting to XDM controlled displays is called the X Display Manager Connection Protocol (XDMCP). This file is basically just a ruleset for controlling XDMCP connections from remote machines. By default, it allows any client to connect, but you will see this will not matter because the default xdm-config file does not listen for remote connections. Xresources This is an application-defaults file for the display chooser and the login screens. This is where you can customize the appearance of the login program. The format is identical to the app-defaults file described in the XFree86 documentation. Xservers This is a list of the remote displays the chooser should provide as choices. Xsession This is the default session script for XDM to run after a user has logged in. Normally each user will have a customized session script in ~/.xsessionrc that overrides this script. Xsetup_* These files contain scripts that will be run automatically before displaying the chooser or login interfaces. There is a script for each display being used, named Xsetup_followed by the local display number (for instance Xsetup_0). Typically these scripts will run one or two programs in the background such as xconsole. xdm-config This file contains settings in the form of app-defaults that are applicable to every display that this installation manages. xdm-errors This file contains the output of the X servers that XDM is trying to run. If a display that XDM is trying to start hangs for some reason, this is a good place to look for error messages. These messages are also written to the user's ~/.xsession-errors file on a per-session basis Running A Network Display Server In order for other clients to connect to your display server, you will need to edit the access control rules, and enable the connection listener. By default these are set to conservative values, which is a good decision security-wise. To get XDM to listen for connections first comment out a line in the xdm-config file: ! SECURITY: do not listen for XDMCP or Chooser requests ! Comment out this line if you want to manage X terminals with xdm DisplayManager.requestPort: 0 and then restart XDM. Remember that comments in app-defaults files begin with a ! character, not a #. After this, you may need to put more strict access controls in place. Look at the example entries in Xaccess file, and refer to the &man.xdm.1; manual page. Replacements for XDM Several replacements for the default XDM program exist. One of them, KDM (bundled with KDE) is described in a later section. Apart from various visual improvements and cosmetic frills, it can be easily configured to let users choose their window manager of choice at the time they log in. Desktop Environments Written by &a.logo;, June 2001 This section describes the different desktop environments available for X-Windows on FreeBSD. For our purposes a "desktop environment" will mean anything ranging from a simple window manager, to a complete suite of desktop applications such as KDE or GNOME. GNOME About GNOME GNOME is a user-friendly desktop environment that enables users to easily use and configure their computers. GNOME includes a panel (for starting applications and displaying status), a desktop (where data and applications can be placed), a set of standard desktop tools and applications, and a set of conventions that make it easy for applications to cooperate and be consistent with each other. Users of other operating systems or environments should feel right at home using the powerful graphics-driven environment that GNOME provides. Installing GNOME To install GNOME from the network, simply type: &prompt.root; pkg_add -r gnome If you would rather build GNOME from source, then use the ports tree: &prompt.root; cd /usr/ports/x11/gnome &prompt.root; make install clean Once GNOME is installed, we must have the X server start GNOME instead of a default window mananger. If you have already customized your .xinitrc file then you should simply replace the line that starts your current window manager with one that starts /usr/X11R6/bin/gnome-wm instead. If you haven't added anything special to your configuration file, then it is enough to simply type: &prompt.root; echo "/usr/X11R6/bin/gnome-wm" > ~/.xinitrc That's it. Type 'startx' and you will be in the GNOME desktop environment. Note: if you're running a display manager like xdm, this will not work. Instead, you should create an executable .xsession file with the same command in it. To do this, edit your file (if you already have one) and replace the existing wm command with /usr/X11R6/bin/gnome-wm; or else, &prompt.root; echo "#!/bin/sh" > ~/.xsession &prompt.root; echo "/usr/X11R6/bin/gnome-wm" >> ~/.xsession &prompt.root; chmod +x ~/.xsession Another option is to configure your display manager to allow choosing the window manager at login time; the section on KDE2 details explains how to do this for kdm, the display manager of KDE. KDE2 About KDE2 KDE is an easy to use contemporary desktop environment. Some of the things that KDE brings to the user are: A beautiful contemporary desktop A desktop exhibiting complete network transparency An integrated help system allowing for convenient, consistent access to help on the use of the KDE desktop and its applications Consistent look and feel of all KDE applications Standardized menu and toolbars, keybindings, color-schemes, etc. Internationalization: KDE is available in more than 40 languages Centralized consisted dialog driven desktop configuration A great number of useful KDE applications KDE has an office application suite based on KDE's KParts technology consisting of a spread-sheet, a presentation application, an organizer, a news client and more. KDE is also comes with a web browser called Konqeuror, which represents already a solid competitor to other existing web browsers on Unix systems. More information on KDE can be found on the KDE website Installing KDE2 At the time of writing, a package for kde2 doesn't exist yet. No problem! The ports tree hides all the complexity of building a package from source. To install KDE2, do this : &prompt.root; cd /usr/ports/x11/kde2 &prompt.root; make install clean This command will fetch all the necessary files from the Internet, configure and compile KDE2, install the applications, and then clean up after itself. Now you're going to have to tell the X server to launch KDE2 instead of a default window manager. Do this by typing this: &prompt.root; echo "/usr/X11R6/bin/startkde" > ~/.xinitrc Now, whenever you go into X-Windows, KDE2 will be your desktop. (Note: this will not work if you're logging in via a display manager like xdm. In that case you have two options: create an .xsession file as described in the section on GNOME, but with the /usr/X11R6/bin/startkde command instead of the gnome-wm command; or, configure your display manager to allow choosing a desktop at login time. Below it is explained how to do this for kdm, KDE's display manager.) More details on KDE2 Now that KDE2 is installed on your system, you'll find that you can learn a lot from its help pages, or just by pointing and clicking at various menus. Windows or Mac users will feel quite at home. The best reference for KDE is the on-line documentation. KDE comes with its own web browser, Konqueror, dozens of useful applications, and extensive documentation. This section only discusses somewhat technical things which are difficult to learn just by random exploration. The KDE display manager If you're an administrator on a multi-user system, you may like to have a graphical login screen to welcome users. You can use xdm, as described earlier. However, KDE includes an alternative, kdm, which is designed to look more attractive and include more login-time options. In particular, users can easily choose (via a menu) which desktop environment (KDE2, GNOME, or something else) to run after logging on. If you're slightly adventurous and you want this added flexibility and visual appeal, read on. To begin with, run the KDE2 control panel, kcontrol, as root. Note: it is generally considered unsafe to run your entire X environment as root. Instead, run your window manager as a normal user, open a terminal window (such as xterm or KDE's konsole, become root with su (you need to be in the "wheel" group in /etc/group for this), and then type kcontrol. Click on the icon on the left marked "System", then on "Login manager". On the right you'll see various configurable options, which the KDE manual will explain in greater detail. Click on "sessions" on the right. Depending on what window managers or desktop environments you have currently installed, you can type their names in "New type" and add them. (These are just labels so far, not commands, so you can write "KDE" and "GNOME" rather than "startkde" or "gnome-wm".) Include a label "failsafe". Play with the other menus as you like (those are mainly cosmetic and self-explanatory). When you're done, click on "Apply" at the bottom, and quit the control center. To make sure kdm understands what your above labels (KDE, GNOME etc) mean, you need to edit some more files: the same ones used by xdm. In your terminal window, as root, edit the file /usr/X11R6/lib/X11/xdm/Xsession. You will come across a section in the middle looking like this (by default): case $# in 1) case $1 in failsafe) exec xterm -geometry 80x24-0-0 ;; esac esac You will need to add a few lines to this section. Assuming the labels you gave earlier were KDE2 and GNOME, the following will do: case $# in 1) case $1 in KDE2) exec /usr/X11R6/bin/startkde ;; GNOME) exec /usr/X11R6/bin/gnome-wm ;; failsafe) exec xterm -geometry 80x24-0-0 ;; esac esac To make sure your KDE choice of a login-time desktop background is also honored, you will need to add the following line to /usr/X11R6/lib/X11/xdm/Xsetup_0: /usr/X11R6/bin/kdmdesktop Now, you need only to make sure kdm is started at the next bootup. To learn how to do this, read the section on xdm, and do the same thing replacing references to the xdm program by kdm. That's it. Your next login screen should have a pretty face and lots of menus. Anti-aliased fonts Tired of blocky staircase edges to your fonts under X11? Tired of unreadable text in web browsers? Well, no more. Starting with version 4.0.2, XFree86 supports anti-aliasing via its "RENDER" extension, and starting with version 2.3, Qt (the toolkit used by KDE) supports this extension. Configuring this is described in on antialiasing X11 fonts. So if you're running up-to-date software, anti-aliasing is possible on your KDE2 desktop. Just go to your KDE2 menu, go to Preferences -> Look and Feel -> Style, and click on the checkbox "Use Anti-Aliasing for Fonts and Icons". That's all. If you're running a Qt application which is not part of KDE, you may need to set the environment variable QT_XFT to true before starting your program. XFCE About XFCE XFCE is based on the gtk+ toolkit used by GNOME, but is much more lightweight and meant for those who want a simple, efficient desktop which is nevertheless easy to use and configure. Visually, it looks very much like CDE, found on commercial Unix systems. Some of XFCE's features are: A simple, easy-to-handle desktop Fully configurable via mouse, with drag and drop, etc Main panel similar to CDE, with menus, applets and app launchers Integrated window manager, file manager, sound manager, GNOME compliance module, and other things Themable (since it uses gtk+) Fast, light and efficient: ideal for older/slower machines or machiens with memory limitations More information on XFCE can be found on the XFCE website. Installing XFCE A binary package for xfce exists (at the time of writing). To install, simply do this: &prompt.root; pkg_add -r xfce Alternatively, you may prefer to build from source. The ports tree comes to the rescue again: &prompt.root; cd /usr/ports/x11-wm/xfce &prompt.root; make install clean All necessary source packages (including dependencies) will be automagically fetched, built and installed, and the build areas cleaned up afterwards. Now you want to tell the X server to launch XFCE the next time you start X. Simply type this: &prompt.root; echo "/usr/X11R6/bin/startxfce" > ~/.xinitrc The next time you start X, XFCE will be your desktop. (Note, as before: if you're logging in via a display manager like xdm, you should either create an .xsession, as described in the section on GNOME, but with the /usr/X11R6/bin/startxfce command; or, configure your display manager to allow choosing a desktop at login time, as explained in the section on kdm.)