diff --git a/en_US.ISO8859-1/books/handbook/config/chapter.sgml b/en_US.ISO8859-1/books/handbook/config/chapter.sgml index 513c0389cf..4bef9f0527 100644 --- a/en_US.ISO8859-1/books/handbook/config/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/config/chapter.sgml @@ -1,940 +1,940 @@ Chern Lee Written by Mike Smith Based on a tutorial written by Matt Dillon Also based on tuning(7) written by Configuration and Tuning Synopsis system configuration/optimization Configuring a system correctly can substantially reduce the amount of work involved in maintaining and upgrading it in the future. This chapter describes some of the aspects of administrative configuration of FreeBSD systems. This chapter will also describe some of the parameters that can be set to tune a FreeBSD system for optimum performance. After reading this chapter you will know: Why and how to efficiently size, layout, and place filesystems and swap partition on your hard drive. The basics of the rc.conf configuration and /usr/local/etc/rc.d startup systems. How to configure virtual hosts on your network device. How to use the various configuration files in /etc. How to tune FreeBSD using sysctl variables. How to tune disk performance and modify kernel limitations. Before reading this chapter you should: Understand the basics of Unix and FreeBSD () + linkend="basics">). Initial Configuration Partition Layout Partition layout /etc /var /usr Base Partitions When laying out your filesystem with &man.disklabel.8; or &man.sysinstall.8;, it is important to remember that hard drives can transfer data at a faster rate from the outer tracks than the inner. Knowing this, you should place your smaller, heavily-accessed filesystems, such as root and swap, closer to the outside of the drive, while placing larger partitions, such as /usr, towards the inner. To do so, it is a good idea to create partitions in a similar order: root, swap, /var, /usr. The size of your /var partition reflects the intended use of your machine. /var is primarily used to hold: mailboxes, print spool and log files. Mail boxes and log files, in particular, can grow to unexpected sizes based upon how many users are on your system and how long your log files are kept. If you intend to run a mail server, a /var partition of over a gigabyte can be suitable. Additionally, /var/tmp must be large enough to contain any packages you may wish to add. The /usr partition holds the bulk of the files required to support the system and a subdirectory within it called /usr/local holds the bulk of the files installed from the &man.ports.7; hierarchy. If you do not use ports all that much and do not intend to keep system source (/usr/src) on the machine, you can get away with a 1 gigabyte /usr partition. However, if you install a lot of ports (especially window managers and Linux binaries), we recommend at least a two gigabyte /usr and if you also intend to keep system source on the machine, we recommend a three gigabyte /usr. Do not underestimate the amount of space you will need in this partition, it can creep up and surprise you! When sizing your partitions, keep in mind the space requirements for your system to grow. Running out of space in one partition while having plenty in another can lead to much frustration. Some users who have used &man.sysinstall.8;'s Auto-defaults partition sizer have found either their root or /var partitions too small later on. Partition wisely and generously. Swap Partition swap sizing swap partition As a rule of thumb, your swap space should typically be double the amount of main memory. For example, if the machine has 128 megabytes of memory, the swap file should be 256 megabytes. Systems with lesser memory may perform better with a lot more swap. It is not recommended that you configure any less than 256 megabytes of swap on a system and you should keep in mind future memory expansion when sizing the swap partition. The kernel's VM paging algorithms are tuned to perform best when the swap partition is at least two times the size of main memory. Configuring too little swap can lead to inefficiencies in the VM page scanning code as well as create issues later on if you add more memory to your machine. Finally, on larger systems with multiple SCSI disks (or multiple IDE disks operating on different controllers), it is strongly recommend that you configure swap on each drive (up to four drives). The swap partitions on the drives should be approximately the same size. The kernel can handle arbitrary sizes but internal data structures scale to 4 times the largest swap partition. Keeping the swap partitions near the same size will allow the kernel to optimally stripe swap space across the disks. Do not worry about overdoing it a little, swap space is the saving grace of Unix. Even if you do not normally use much swap, it can give you more time to recover from a runaway program before being forced to reboot. Why Partition? Why partition at all? Why not create one big root partition and be done with it? Then I do not have to worry about undersizing things! There are several reasons this is not a good idea. First, each partition has different operational characteristics and separating them allows the filesystem to tune itself to those characteristics. For example, the root and /usr partitions are read-mostly, with very little writing, while a lot of reading and writing could occur in /var and /var/tmp. By properly partitioning your system, fragmentation introduced in the smaller more heavily write-loaded partitions will not bleed over into the mostly-read partitions. Additionally, keeping the write-loaded partitions closer to the edge of the disk, for example before the really big partition instead of after in the partition table, will increase I/O performance in the partitions where you need it the most. Now it is true that you might also need I/O performance in the larger partitions, but they are so large that shifting them more towards the edge of the disk will not lead to a significant performance improvement whereas moving /var to the edge can have a huge impact. Finally, there are safety concerns. Having a small neat root partition that is essentially read-only gives it a greater chance of surviving a bad crash intact. Core Configuration rc files rc.conf The principal location for system configuration information is within /etc/rc.conf. This file contains a wide range of configuration information, principally used at system startup to configure the system. Its name directly implies this; it is configuration information for the rc* files. An administrator should make entries in the rc.conf file to override the default settings from /etc/defaults/rc.conf. The defaults file should not be copied verbatim to /etc - it contains default values, not examples. All system-specific changes should be made in the rc.conf file itself. A number of strategies may be applied in clustered applications to separate site-wide configuration from system-specific configuration in order to keep administration overheads down. The recommended approach is to place site-wide configuration into another file, such as /etc/rc.conf.site, and then include this file into /etc/rc.conf, which will contain only system-specific information. As rc.conf is read by &man.sh.1; it is trivial to achieve this. For example: rc.conf: . rc.conf.site hostname="node15.webcompany.com" network_interfaces="fxp0 lo0" ifconfig_fxp0="inet 10.1.1.1" rc.conf.site: defaultrouter="10.1.1.254" saver="daemon" blanktime="100" The rc.conf.site file can then be distributed to every system using rsync or similar program, whilst the rc.conf file remains unique. Upgrading the system using &man.sysinstall.8; or make world will not overwrite the rc.conf file, so system configuration information will not be lost. Application Configuration Typically, installed applications have their own configuration files, with their own syntax, etc. It is important that these files be kept separate from the base system, so that they may be easily located and managed by the package management tools. /usr/local/etc Typically, these files are installed in /usr/local/etc. In the case where an application has a large number of configuration files, a subdirectory will be created to hold them. Normally, when a port or package is installed, sample configuration files are also installed. These are usually identified with a .default suffix. If there are no existing configuration files for the application, they will be created by copying the .default files. For example, here is /usr/local/etc/apache: -rw-r--r-- 1 root wheel 2184 May 20 1998 access.conf -rw-r--r-- 1 root wheel 2184 May 20 1998 access.conf.default -rw-r--r-- 1 root wheel 9555 May 20 1998 httpd.conf -rw-r--r-- 1 root wheel 9555 May 20 1998 httpd.conf.default -rw-r--r-- 1 root wheel 12205 May 20 1998 magic -rw-r--r-- 1 root wheel 12205 May 20 1998 magic.default -rw-r--r-- 1 root wheel 2700 May 20 1998 mime.types -rw-r--r-- 1 root wheel 2700 May 20 1998 mime.types.default -rw-r--r-- 1 root wheel 7980 May 20 1998 srm.conf -rw-r--r-- 1 root wheel 7933 May 20 1998 srm.conf.default It can be quickly seen that only the srm.conf file has been changed. A later update of the apache port would not overwrite this changed file. Starting Services services It is common for a system to host a number of services. These may be started in several different fashions, each having different advantages. /usr/local/etc/rc.d Software installed from a port or the packages collection will often place a script in /usr/local/etc/rc.d which is invoked at system startup with a argument, and at system shutdown with a argument. This is the recommended way for starting system-wide services that are to be run as root, or that expect to be started as root. These scripts are registered as part of the installation of the package, and will be removed when the package is removed. A generic startup script in /usr/local/etc/rc.d looks like: #!/bin/sh echo -n ' FooBar' case "$1" in start) /usr/local/bin/foobar ;; stop) kill -9 `cat /var/run/foobar.pid` ;; *) echo "Usage: `basename $0` {start|stop}" >&2 exit 64 ;; esac exit 0 This script is called with at startup, and the at shutdown to allow it to carry out its purpose. Some services expect to be invoked by &man.inetd.8; when a connection is received on a suitable port. This is common for mail reader servers (POP and IMAP, etc.). These services are enabled by editing the file /etc/inetd.conf. See &man.inetd.8; for details on editing this file. Some additional system services may not be covered by the toggles in /etc/rc.conf. These are traditionally enabled by placing the command(s) to invoke them in /etc/rc.local. As of FreeBSD 3.1 there is no default /etc/rc.local; if it is created by the administrator it will however be honored in the normal fashion. Note that rc.local is generally regarded as the location of last resort; if there is a better place to start a service, do it there. Do not place any commands in /etc/rc.conf. To start daemons, or run any commands at boot time, place a script in /usr/local/etc/rc.d instead. It is also possible to use the &man.cron.8; daemon to start system services. This approach has a number of advantages, not least being that because &man.cron.8; runs these processes as the owner of the crontab, services may be started and maintained by non-root users. This takes advantage of an undocumented feature of &man.cron.8; the time specification may be replaced by @reboot, which will cause the job to be run when &man.cron.8; is started shortly after system boot. Virtual Hosts virtual hosts ip aliases A very common use of FreeBSD is virtual site hosting, where one server appears to the network as many servers. This is achieved by assigning multiple network addresses to a single interface. A given network interface has one real address, and may have any number of alias addresses. These aliases are normally added by placing alias entries in /etc/rc.conf. An alias entry for the interface fxp0 looks like: ifconfig_fxp0_alias0="inet xxx.xxx.xxx.xxx netmask xxx.xxx.xxx.xxx" Note that alias entries must start with alias0 and proceed upwards in order, (for example, _alias1, _alias2, and so on). The configuration process will stop at the first missing number. The calculation of alias netmasks is important, but fortunately quite simple. For a given interface, there must be one address which correctly represents the network's netmask. Any other addresses which fall within this network must have a netmask of all 1's. For example, consider the case where the fxp0 interface is connected to two networks, the 10.1.1.0 network with a netmask of 255.255.255.0 and the 202.0.75.16 network with a netmask of 255.255.255.240. We want the system to appear at 10.1.1.1 through 10.1.1.5 and at 202.0.75.17 through 202.0.75.20. The following entries configure the adapter correctly for this arrangement: ifconfig_fxp0="inet 10.1.1.1 netmask 255.255.255.0" ifconfig_fxp0_alias0="inet 10.1.1.2 netmask 255.255.255.255" ifconfig_fxp0_alias1="inet 10.1.1.3 netmask 255.255.255.255" ifconfig_fxp0_alias2="inet 10.1.1.4 netmask 255.255.255.255" ifconfig_fxp0_alias3="inet 10.1.1.5 netmask 255.255.255.255" ifconfig_fxp0_alias4="inet 202.0.75.17 netmask 255.255.255.240" ifconfig_fxp0_alias5="inet 202.0.75.18 netmask 255.255.255.255" ifconfig_fxp0_alias6="inet 202.0.75.19 netmask 255.255.255.255" ifconfig_fxp0_alias7="inet 202.0.75.20 netmask 255.255.255.255" Configuration Files <filename>/etc</filename> Layout There are a number of directories in which configuration information is kept. These include: /etc Generic system configuration information; data here is system-specific. /etc/defaults Default versions of system configuration files. /etc/mail Extra &man.sendmail.8; configuration, other MTA configuration files. /etc/ppp Configuration for both user- and kernel-ppp programs. /etc/namedb Default location for &man.named.8; data. Normally the boot file is located here, and contains a directive to refer to other data in /var/db. /usr/local/etc Configuration files for installed applications. May contain per-application subdirectories. /usr/local/etc/rc.d Start/stop scripts for installed applications. /var/db Persistent system-specific data files, such as &man.named.8; zone files, database files, and so on. Hostnames hostname DNS <filename>/etc/resolv.conf</filename> resolv.conf /etc/resolv.conf dictates how FreeBSD's resolver accesses the Internet Domain Name System (DNS). The most common entries to resolv.conf are: nameserver The IP address of a name server the resolver should query. The servers are queried in the order listed with a maximum of three. search Search list for hostname lookup. This is normally determined by the domain of the local hostname. domain The local domain name. A typical resolv.conf: search foobar.com nameserver 147.11.1.11 nameserver 147.11.100.30 If you are using DHCP, &man.dhclient.8; usually rewrites resolv.conf with information received from the DHCP server. <filename>/etc/hosts</filename> hosts /etc/hosts is a simple text database reminiscent of the old Internet. It works in conjunction with DNS and NIS providing name to IP address mappings. Local computers connected via a LAN can be placed in here for simplistic naming purposes instead of setting up a &man.named.8; server. Additionally, /etc/hosts can be used to provide a local record of Internet names, reducing the need to query externally for commonly accessed names. # $FreeBSD$ # # Host Database # This file should contain the addresses and aliases # for local hosts that share this file. # In the presence of the domain name service or NIS, this file may # not be consulted at all; see /etc/nsswitch.conf for the resolution order. # # ::1 localhost localhost.my.domain myname.my.domain 127.0.0.1 localhost localhost.my.domain myname.my.domain # # Imaginary network. #10.0.0.2 myname.my.domain myname #10.0.0.3 myfriend.my.domain myfriend # # According to RFC 1918, you can use the following IP networks for # private nets which will never be connected to the Internet: # # 10.0.0.0 - 10.255.255.255 # 172.16.0.0 - 172.31.255.255 # 192.168.0.0 - 192.168.255.255 # # In case you want to be able to connect to the Internet, you need # real official assigned numbers. PLEASE PLEASE PLEASE do not try # to invent your own network numbers but instead get one from your # network provider (if any) or from the Internet Registry (ftp to # rs.internic.net, directory `/templates'). # /etc/hosts takes on the simple format of: [Internet address] [official hostname] [alias1] [alias2] ... For example: 10.0.0.1 myRealHostname.foobar.com myRealHostname foobar1 foobar2 Consult &man.hosts.5; for more information. Log File Configuration log files <filename>syslog.conf</filename> syslog.conf syslog.conf is the configuration file for the &man.syslogd.8; program. It indicates which types of syslog messages are logged to particular log files. # $FreeBSD$ # # Spaces ARE valid field separators in this file. However, # other *nix-like systems still insist on using tabs as field # separators. If you are sharing this file between systems, you # may want to use only tabs as field separators here. # Consult the syslog.conf(5) manual page. *.err;kern.debug;auth.notice;mail.crit /dev/console *.notice;kern.debug;lpr.info;mail.crit;news.err /var/log/messages security.* /var/log/security mail.info /var/log/maillog lpr.info /var/log/lpd-errs cron.* /var/log/cron *.err root *.notice;news.err root *.alert root *.emerg * # uncomment this to log all writes to /dev/console to /var/log/console.log #console.info /var/log/console.log # uncomment this to enable logging of all log messages to /var/log/all.log #*.* /var/log/all.log # uncomment this to enable logging to a remote log host named loghost #*.* @loghost # uncomment these if you're running inn # news.crit /var/log/news/news.crit # news.err /var/log/news/news.err # news.notice /var/log/news/news.notice !startslip *.* /var/log/slip.log !ppp *.* /var/log/ppp.log Consult the &man.syslog.conf.5; manual page for more information. <filename>newsyslog.conf</filename> newsyslog.conf newsyslog.conf is the configuration file for &man.newsyslog.8;, a program that is scheduled to run normally by &man.cron.8;. &man.newsyslog.8; determines when log files require archiving or rearranging. logfile is moved to logfile.0, logfile.0 is moved to logfile.1, and so on. Additionally, the log files may be archived in &man.gzip.1; format causing them to be named: logfile.0.gz, logfile.1.gz, and so on. newsyslog.conf indicates which log files are to be managed, how many are to be kept, and when they are to be touched. Log files can be rearranged and/or archived when they have either reached a certain size, or at a certain periodic time/date. # configuration file for newsyslog # $FreeBSD$ # # filename [owner:group] mode count size when [ZB] [/pid_file] [sig_num] /var/log/cron 600 3 100 * Z /var/log/amd.log 644 7 100 * Z /var/log/kerberos.log 644 7 100 * Z /var/log/lpd-errs 644 7 100 * Z /var/log/maillog 644 7 * @T00 Z /var/log/sendmail.st 644 10 * 168 B /var/log/messages 644 5 100 * Z /var/log/all.log 600 7 * @T00 Z /var/log/slip.log 600 3 100 * Z /var/log/ppp.log 600 3 100 * Z /var/log/security 600 10 100 * Z /var/log/wtmp 644 3 * @01T05 B /var/log/daily.log 640 7 * @T00 Z /var/log/weekly.log 640 5 1 $W6D0 Z /var/log/monthly.log 640 12 * $M1D0 Z /var/log/console.log 640 5 100 * Z Consult the &man.newsyslog.8; manual page for more information. <filename>sysctl.conf</filename> sysctl.conf sysctl sysctl.conf looks much like rc.conf. Values are set in a variable=value form. The specified values are set after the system goes into multi-user mode. Not all variables are settable in this mode. A sample sysctl.conf turning off logging of fatal signal exits and letting Linux programs know they are really running under FreeBSD. kern.logsigexit=0 # Do not log fatal signal exits (e.g. sig 11) compat.linux.osname=FreeBSD compat.linux.osrelease=4.3-STABLE Tuning with sysctl sysctl Tuning with sysctl &man.sysctl.8; is an interface that allows you to make changes to a running FreeBSD system. This includes many advanced options of the TCP/IP stack and virtual memory system that can dramatically improve performance for an experienced system administrator. Over five hundred system variables can be read and set using &man.sysctl.8;. At its core, &man.sysctl.8; serves to do two functions: read and modify system settings. To view all readable variables: &prompt.user; sysctl -a To read a particular variable, for example, kern.maxproc: &prompt.user; sysctl kern.maxproc kern.maxproc: 1044 To set a particular variable, use the = option: &prompt.root; sysctl kern.maxfiles=5000 kern.maxfiles: 2088 -> 5000 Settings of sysctl variables are usually either strings, numbers, or booleans. A boolean being 1 for yes or a 0 for no. Tuning Disks Sysctl Variables <varname>vfs.vmiodirenable</varname> vfs.vmiodirenable The vfs.vmiodirenable sysctl variable defaults to 0 (off) (though soon it will default to 1) and may be set to 0 (off) or 1 (on). This parameter controls how directories are cached by the system. Most directories are small and use but a single fragment (typically 1K) in the filesystem and even less (typically 512 bytes) in the buffer cache. However, when operating in the default mode the buffer cache will only cache a fixed number of directories even if you have a huge amount of memory. Turning on this sysctl allows the buffer cache to use the VM Page Cache to cache the directories. The advantage is that all of memory is now available for caching directories. The disadvantage is that the minimum in-core memory used to cache a directory is the physical page size (typically 4K) rather than 512 bytes. We recommend turning this option on if you are running any services which manipulate large numbers of files. Such services can include web caches, large mail systems, and news systems. Turning on this option will generally not reduce performance even with the wasted memory but you should experiment to find out. <varname>hw.ata.wc</varname> hw.ata.wc FreeBSD 4.3 flirted with turning off IDE write caching. This reduced write bandwidth to IDE disks but was considered necessary due to serious data consistency issues introduced by hard drive vendors. Basically the problem is that IDE drives lie about when a write completes. With IDE write caching turned on, IDE hard drives will not only write data to disk out of order, they will sometimes delay some of the blocks indefinitely when under heavy disk loads. A crash or power failure can result in serious filesystem corruption. So our default was changed to be safe. Unfortunately, the result was such a huge loss in performance that we caved in and changed the default back to on after the release. You should check the default on your system by observing the hw.ata.wc sysctl variable. If IDE write caching is turned off, you can turn it back on by setting the kernel variable back to 1. This must be done from the boot loader at boot time. Attempting to do it after the kernel boots will have no effect. For more information, please see &man.ata.4;. Soft Updates Soft Updates tunefs The &man.tunefs.8; program can be used to fine-tune a filesystem. This program has many different options, but for now we are only concerned with toggling Soft Updates on and off, which is done by : &prompt.root; tunefs -n enable /filesystem &prompt.root; tunefs -n disable /filesystem A filesystem cannot be modified with &man.tunefs.8; while it is mounted. A good time to enable Soft Updates is before any partitions have been mounted, in single-user mode. Soft Updates drastically improves meta-data performance, mainly file creation and deletion, through the use of a memory cache. We recommend turning Soft Updates on on all of your filesystems. There are two downsides to Soft Updates that you should be aware of: First, Soft Updates guarantees filesystem consistency in the case of a crash but could very easily be several seconds (even a minute!) behind updating the physical disk. If you crash you may lose more work than otherwise. Secondly, Soft Updates delays the freeing of filesystem blocks. If you have a filesystem (such as the root filesystem) which is close to full, doing a major update of it, e.g. make installworld, can run it out of space and cause the update to fail. Tuning Kernel Limits Tuning kernel limits File/Process Limits <varname>kern.maxfiles</varname> kern.maxfiles kern.maxfiles can be raised or lowered based upon your system requirements. This variable indicates the maximum number of file descriptors on your system. When the file descriptor table is full, file: table is full will show up repeatedly in the system message buffer, which can be viewed with the dmesg command. Each open file, socket, or fifo uses one file descriptor. A large-scale production server may easily require many thousands of file descriptors, depending on the kind and number of services running concurrently. kern.maxfile's default value is dictated by the option in your kernel configuration file. kern.maxfiles grows proportionally to the value of . diff --git a/en_US.ISO8859-1/books/handbook/kernelconfig/chapter.sgml b/en_US.ISO8859-1/books/handbook/kernelconfig/chapter.sgml index c03fd5233d..856e0187cd 100644 --- a/en_US.ISO8859-1/books/handbook/kernelconfig/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/kernelconfig/chapter.sgml @@ -1,1327 +1,1327 @@ Jim Mock Updated and restructured by Jake Hamby Originally contributed by Configuring the FreeBSD Kernel Synopsis kernel building a custom kernel The kernel is the core of the FreeBSD operating system. It is responsible for managing memory, enforcing security controls, networking, disk access, and much more. While more and more of FreeBSD becomes dynamically configurable it is still occasionally necessary to reconfigure and recompile your kernel. After reading this chapter you will know: - Why you might need to build a custom kernel + Why you might need to build a custom kernel. How to write a kernel configuration file, or alter an existing - configuration file + configuration file. How to use the kernel configuration file to create and build a - new kernel + new kernel. - How to install the new kernel + How to install the new kernel. How to create any entries in /dev that may - be required + be required. - How to troubleshoot if things go wrong + How to troubleshoot if things go wrong. Why Build a Custom Kernel? Traditionally FreeBSD has had what is called a monolithic kernel. This means that the kernel was one large program, supported a fixed list of devices, and if you wanted to change the kernel's behavior then you had to compile a new kernel, and then reboot your computer with the new kernel. Today, FreeBSD is rapidly moving to a model where much of the kernel's functionality is contained in modules which can be dynamically loaded and unloaded from the kernel as necessary. This allows the kernel to adapt to new hardware suddenly becoming available (such as PCMCIA cards in a laptop), or for new functionality to be brought in to the kernel that was not necessary when the kernel was originally compiled. Colloquially these are called KLDs. Despite this, it is still necessary to carry out some static kernel configuration. In some cases this is because the functionality is so tied to the kernel that it can not be made dynamically loadable. In others it may simply be because no one has yet taken the time to write a dynamic loadable kernel module for that functionality yet. Building a custom kernel is one of the most important rites of passage nearly every Unix user must endure. This process, while time consuming, will provide many benefits to your FreeBSD system. Unlike the GENERIC kernel, which must support a wide range of hardware, a custom kernel only contains support for your PC's hardware. This has a number of benefits, such as: Faster boot time. Since the kernel will only probe the hardware you have on your system, the time it takes your system to boot will decrease dramatically. Less memory use. A custom kernel often uses less memory than the GENERIC kernel, which is important because the kernel is one process that must always be present in memory. For this reason, a custom kernel is especially useful on a system with a small amount of RAM. Additional hardware support. A custom kernel allows you to add in support for devices such as sound cards, which are not present in the GENERIC kernel. Building and Installing a Custom Kernel kernel building / installing First, let us take a quick tour of the kernel build directory. All directories mentioned will be relative to the main /usr/src/sys directory, which is also accessible through /sys. There are a number of subdirectories here representing different parts of the kernel, but the most important, for our purposes, are arch/conf, where you will edit your custom kernel configuration, and compile, which is the staging area where your kernel will be built. arch represents either i386, alpha, or pc98 (an alternative development branch of PC hardware, popular in Japan). Everything inside a particular architecture's directory deals with that architecture only; the rest of the code is common to all platforms to which FreeBSD could potentially be ported. Notice the logical organization of the directory structure, with each supported device, filesystem, and option in its own subdirectory. If there is not a /usr/src/sys directory on your system, then the kernel source has not been installed. The easiest way to do this is by running /stand/sysinstall as root, choosing Configure, then Distributions, then src, then sys. Next, move to the arch/conf directory and copy the GENERIC configuration file to the name you want to give your kernel. For example: &prompt.root; cd /usr/src/sys/i386/conf &prompt.root; cp GENERIC MYKERNEL Traditionally, this name is in all capital letters and, if you are maintaining multiple FreeBSD machines with different hardware, it is a good idea to name it after your machine's hostname. We will call it MYKERNEL for the purpose of this example. Storing your kernel config file directly under /usr/src can be a bad idea. If you are experiencing problems it can be tempting to just delete /usr/src and start again. Five seconds after you do that you realize that you have deleted your custom kernel config file. You might want to keep your kernel config file elsewhere, and then create a symbolic link to the file in the i386 directory. For example: &prompt.root; cd /usr/src/sys/i386/conf &prompt.root; mkdir /root/kernels &prompt.root; cp GENERIC /root/kernels/MYKERNEL &prompt.root; ln -s /root/kernels/MYKERNEL You must execute these and all of the following commands under the root account or you will get permission denied errors. Now, edit MYKERNEL with your favorite text editor. If you are just starting out, the only editor available will probably be vi, which is too complex to explain here, but is covered well in many books in the bibliography. However, FreeBSD does offer an easier editor called ee which, if you are a beginner, should be your editor of choice. Feel free to change the comment lines at the top to reflect your configuration or the changes you have made to differentiate it from GENERIC. SunOS If you have built a kernel under SunOS or some other BSD operating system, much of this file will be very familiar to you. If you are coming from some other operating system such as DOS, on the other hand, the GENERIC configuration file might seem overwhelming to you, so follow the descriptions in the Configuration File section slowly and carefully. Be sure to always check the file /usr/src/UPDATING, before you perform any update steps, in the case you sync your source-tree with the latest sources of the FreeBSD project. In this file all important issues with updating FreeBSD are written down. /usr/src/UPDATING always fits to your version of the FreeBSD source, and is therefore more accurate for those information than the handbook. You must now compile the source code for the kernel. There are two procedures you can use to do this, and the one you will use depends on why you are rebuilding the kernel, and the version of FreeBSD you are running. If you have installed only the kernel source code, use procedure 1. If you are running a FreeBSD version prior to 4.0, and you are not upgrading to FreeBSD 4.0 or higher using the make world procedure, use procedure 1. If you are building a new kernel without updating the source code (perhaps just to add a new option, such as IPFIREWALL) you can use either procedure. If you are rebuilding the kernel as part of a make world process, use procedure 2. Procedure 1. Building a kernel the <quote>traditional</quote> way Run &man.config.8; to generate the kernel source code. &prompt.root; /usr/sbin/config MYKERNEL Change in to the build directory. &prompt.root; cd ../../compile/MYKERNEL Compile the kernel. &prompt.root; make depend &prompt.root; make Install the new kernel. &prompt.root; make install Procedure 2. Building a kernel the <quote>new</quote> way Change to the /usr/src directory &prompt.root; cd /usr/src Compile the kernel. &prompt.root; make buildkernel KERNCONF=MYKERNEL Install the new kernel. &prompt.root; make installkernel KERNCONF=MYKERNEL In FreeBSD 4.2 and older you must replace KERNCONF= with KERNEL=. 4.2-STABLE that was fetched after Feb 2nd, 2001 does recognize KERNCONF= cvsup anonymous CVS CTM CVS anonymous If you have not upgraded your source tree in any way (you have not run CVSup, CTM, or used anoncvs), then you should use the config, make depend, make, make install sequence. kernel.old The new kernel will be copied to the root directory as /kernel and the old kernel will be moved to /kernel.old. Now, shutdown the system and reboot to use your kernel. In case something goes wrong, there are some troubleshooting instructions at the end of this document. Be sure to read the section which explains how to recover in case your new kernel does not boot. If you have added any new devices (such as sound cards) you may have to add some device nodes to your /dev directory before you can use them. The Configuration File kernel LINT LINT kernel config file The general format of a configuration file is quite simple. Each line contains a keyword and one or more arguments. For simplicity, most lines only contain one argument. Anything following a # is considered a comment and ignored. The following sections describe each keyword, generally in the order they are listed in GENERIC, although some related keywords have been grouped together in a single section (such as Networking) even though they are actually scattered throughout the GENERIC file. An exhaustive list of options and more detailed explanations of the device lines is present in the LINT configuration file, located in the same directory as GENERIC. If you are in doubt as to the purpose or necessity of a line, check first in LINT. Quoting numbers In all versions of FreeBSD up to and including 3.X, &man.config.8; required that any strings in the configuration file that contained numbers used as text had to be enclosed in double quotes. This requirement was removed in the 4.X branch, which this book covers, so if you are on a pre-4.X system, see the /usr/src/sys/i386/conf/LINT and /usr/src/sys/i386/conf/GENERIC files on your system for examples. kernel example config file The following is an example GENERIC kernel configuration file with various additional comments where needed for clarity. This example should match your copy in /usr/src/sys/i386/conf/GENERIC fairly closely. For details of all the possible kernel options, see /usr/src/sys/i386/conf/LINT. # # GENERIC -- Generic kernel configuration file for FreeBSD/i386 # # For more information on this file, please read the handbook section on # Kernel Configuration Files: # # http://www.freebsd.org/handbook/kernelconfig-config.html # # The handbook is also available locally in /usr/share/doc/handbook # if you've installed the doc distribution, otherwise always see the # FreeBSD World Wide Web server (http://www.FreeBSD.ORG/) for the # latest information. # # An exhaustive list of options and more detailed explanations of the # device lines is also present in the ./LINT configuration file. If you are # in doubt as to the purpose or necessity of a line, check first in LINT. # # $FreeBSD: src/sys/i386/conf/GENERIC,v 1.246 2000/03/09 16:32:55 jlemon Exp $ The following are the mandatory keywords required in every kernel you build: kernel options machine machine i386 This is the machine architecture. It must be either i386, alpha, or pc98. kernel options cpu cpu I386_CPU cpu I486_CPU cpu I586_CPU cpu I686_CPU The above specifies the type of CPU you have in your system. You may have multiple instances of the CPU line (i.e., you are not sure whether you should use I586_CPU or I686_CPU), however, for a custom kernel, it is best to specify only the CPU you have. If you are unsure of your CPU type, you can use the dmesg command to view your boot up messages. kernel options cpu type The Alpha architecture has different values for cpu_type. They include: cpu EV4 cpu EV5 If you are using an Alpha machine, you should be using one of the above CPU types. kernel options ident ident GENERIC This is the identification of the kernel. You should change this to whatever you named your kernel, in our previous example, MYKERNEL. The value you put in the ident string will print when you boot up the kernel, so it is useful to give a kernel a different name if you want to keep it separate from your usual kernel (i.e., you want to build an experimental kernel). kernel options maxusers maxusers 32 The maxusers option sets the size of a number of important system tables. This number is supposed to be roughly equal to the number of simultaneous users you expect to have on your machine. However, under normal circumstances, you will want to set maxusers to at least 4, especially if you are using the X Window System or compiling software. The reason is that the most important table set by maxusers is the maximum number of processes, which is set to 20 + 16 * maxusers, so if you set maxusers to 1, then you can only have 36 simultaneous processes, including the 18 or so that the system starts up at boot time, and the 15 or so you will probably create when you start the X Window System. Even a simple task like reading a manual page will start up nine processes to filter, decompress, and view it. Setting maxusers to 64 will allow you to have up to 1044 simultaneous processes, which should be enough for nearly all uses. If, however, you see the dreaded proc table full error when trying to start another program, or are running a server with a large number of simultaneous users (like ftp.FreeBSD.org), you can always increase the number and rebuild. maxusers does not limit the number of users which can log into your machine. It simply sets various table sizes to reasonable values considering the maximum number of users you will likely have on your system and how many processes each of them will be running. One keyword which does limit the number of simultaneous remote logins is pseudo-device pty 16. Everything that follows is more or less optional. See the notes underneath or next to each option for more information. #makeoptions DEBUG=-g #Build kernel with gdb(1) debug symbols options MATH_EMULATE #Support for x87 emulation This line allows the kernel to simulate a math co-processor if your computer does not have one (386 or 486SX). If you have a 486DX, or a 386 or 486SX (with a separate 387 or 487 chip), or higher (Pentium, Pentium II, etc.), you can comment this line out. The normal math co-processor emulation routines that come with FreeBSD are not very accurate. If you do not have a math co-processor, and you need the best accuracy, it is recommended that you change this option to GPL_MATH_EMULATION to use the GNU math support, which is not included by default for licensing reasons. options INET #InterNETworking Networking support. Leave this in, even if you do not plan to be connected to a network. Most programs require at least loopback networking (i.e., making network connections within your PC), so this is essentially mandatory. options INET6 #IPv6 communications protocols This enables the IPv6 communication protocols. options FFS #Berkeley Fast Filesystem options FFS_ROOT #FFS usable as root device [keep this!] This is the basic hard drive filesystem. Leave it in if you boot from the hard disk. options MFS #Memory Filesystem options MD_ROOT #MD is a potential root device This is the memory-mapped filesystem. This is basically a RAM disk for fast storage of temporary files, useful if you have a lot of swap space that you want to take advantage of. A perfect place to mount an MFS partition is on the /tmp directory, since many programs store temporary data here. To mount an MFS RAM disk on /tmp, add the following line to /etc/fstab: /dev/ad1s2b /tmp mfs rw 0 0 Now you simply need to either reboot, or run the command mount /tmp. kernel options NFS kernel options NFS_ROOT options NFS #Network Filesystem options NFS_ROOT #NFS usable as root device, NFS required The network filesystem. Unless you plan to mount partitions from a Unix file server over TCP/IP, you can comment these out. kernel options MSDOSFS options MSDOSFS #MSDOS Filesystem The MS-DOS filesystem. Unless you plan to mount a DOS formatted hard drive partition at boot time, you can safely comment this out. It will be automatically loaded the first time you mount a DOS partition, as described above. Also, the excellent mtools software (in the ports collection) allows you to access DOS floppies without having to mount and unmount them (and does not require MSDOSFS at all). options CD9660 #ISO 9660 Filesystem options CD9660_ROOT #CD-ROM usable as root, CD9660 required The ISO 9660 filesystem for CDROMs. Comment it out if you do not have a CDROM drive or only mount data CDs occasionally (since it will be dynamically loaded the first time you mount a data CD). Audio CDs do not need this filesystem. options PROCFS #Process filesystem The process filesystem. This is a pretend filesystem mounted on /proc which allows programs like &man.ps.1; to give you more information on what processes are running. options COMPAT_43 #Compatible with BSD 4.3 [KEEP THIS!] Compatibility with 4.3BSD. Leave this in; some programs will act strangely if you comment this out. options SCSI_DELAY=15000 #Delay (in ms) before probing SCSI This causes the kernel to pause for 15 seconds before probing each SCSI device in your system. If you only have IDE hard drives, you can ignore this, otherwise you will probably want to lower this number, perhaps to 5 seconds, to speed up booting. Of course, if you do this, and FreeBSD has trouble recognizing your SCSI devices, you will have to raise it back up. options UCONSOLE #Allow users to grab the console Allow users to grab the console, which is useful for X users. For example, you can create a console xterm by typing xterm -C, which will display any write, talk, and any other messages you receive, as well as any console messages sent by the kernel. options USERCONFIG #boot -c editor This option allows you to boot the configuration editor from the boot menu. options VISUAL_USERCONFIG #visual boot -c editor This option allows you to boot the visual configuration editor from the boot menu. options KTRACE #ktrace(1) support This enables kernel process tracing, which is useful in debugging. options SYSVSHM #SYSV-style shared memory This option provides for System V shared memory. The most common use of this is the XSHM extension in X, which many graphics-intensive programs will automatically take advantage of for extra speed. If you use X, you will definitely want to include this. options SYSVSEM #SYSV-style semaphores Support for System V semaphores. Less commonly used but only adds a few hundred bytes to the kernel. options SYSVMSG #SYSV-style message queues Support for System V messages. Again, only adds a few hundred bytes to the kernel. The &man.ipcs.1; command will list any processes using each of these System V facilities. options P1003_1B #Posix P1003_1B real-time extensions options _KPOSIX_PRIORITY_SCHEDULING Real-time extensions added in the 1993 POSIX. Certain applications in the ports collection use these (such as Star Office). kernel options ICMP_BANDLIM options ICMP_BANDLIM #Rate limit bad replies This option enables ICMP error response bandwidth limiting. You typically want this option as it will help protect the machine from denial of service packet attacks. kernel options SMP # To make an SMP kernel, the next two are needed #options SMP # Symmetric MultiProcessor Kernel #options APIC_IO # Symmetric (APIC) I/O The above are both required for SMP support. device isa All PCs supported by FreeBSD have one of these. If you have an IBM PS/2 (Micro Channel Architecture), you cannot run FreeBSD at this time (support is being worked on). device eisa Include this if you have an EISA motherboard. This enables auto-detection and configuration support for all devices on the EISA bus. device pci Include this if you have a PCI motherboard. This enables auto-detection of PCI cards and gatewaying from the PCI to ISA bus. # Floppy drives device fdc0 at isa? port IO_FD1 irq 6 drq 2 device fd0 at fdc0 drive 0 device fd1 at fdc0 drive 1 This is the floppy drive controller. fd0 is the A: floppy drive, and fd1 is the B: drive. device ata This driver supports all ATA and ATAPI devices. You only need one device ata line for the kernel to detect all PCI ATA/ATAPI devices on modern machines. device atadisk # ATA disk drives This is needed along with device ata for ATAPI disk drives. device atapicd # ATAPI CDROM drives This is needed along with device ata for ATAPI CDROM drives. device atapifd # ATAPI floppy drives This is needed along with device ata for ATAPI floppy drives. device atapist # ATAPI tape drives This is needed along with device ata for ATAPI tape drives. options ATA_STATIC_ID #Static device numbering This makes the controller number static (like the old driver) or else the device numbers are dynamically allocated. # ATA and ATAPI devices device ata0 at isa? port IO_WD1 irq 14 device ata1 at isa? port IO_WD2 irq 15 Use the above for older, non-PCI systems. # SCSI Controllers device ahb # EISA AHA1742 family device ahc # AHA2940 and onboard AIC7xxx devices device amd # AMD 53C974 (Teckram DC-390(T)) device dpt # DPT Smartcache - See LINT for options! device isp # Qlogic family device ncr # NCR/Symbios Logic device sym # NCR/Symbios Logic (newer chipsets) device adv0 at isa? device adw device bt0 at isa? device aha0 at isa? device aic0 at isa? SCSI controllers. Comment out any you do not have in your system. If you have an IDE only system, you can remove these altogether. # SCSI peripherals device scbus # SCSI bus (required) device da # Direct Access (disks) device sa # Sequential Access (tape etc) device cd # CD device pass # Passthrough device (direct SCSI access) SCSI peripherals. Again, comment out any you do not have, or if you have only IDE hardware, you can remove them completely. # RAID controllers device ida # Compaq Smart RAID device amr # AMI MegaRAID device mlx # Mylex DAC960 family Supported RAID controllers. If you do not have any of these, you can comment them out or remove them. # atkbdc0 controls both the keyboard and the PS/2 mouse device atkbdc0 at isa? port IO_KBD The keyboard controller (atkbdc) provides I/O services for the AT keyboard and PS/2 style pointing devices. This controller is required by the keyboard driver (atkbd) and the PS/2 pointing device driver (psm). device atkbd0 at atkbdc? irq 1 The atkbd driver, together with atkbdc controller, provides access to the AT 84 keyboard or the AT enhanced keyboard which is connected to the AT keyboard controller. device psm0 at atkbdc? irq 12 Use this device if your mouse plugs into the PS/2 mouse port. device vga0 at isa? The video card driver. # splash screen/screen saver pseudo-device splash Splash screen at start up! Screen savers require this too. # syscons is the default console driver, resembling an SCO console device sc0 at isa? sc0 is the default console driver, which resembles a SCO console. Since most full-screen programs access the console through a terminal database library like termcap, it should not matter whether you use this or vt0, the VT220 compatible console driver. When you log in, set your TERM variable to scoansi if full-screen programs have trouble running under this console. # Enable this and PCVT_FREEBSD for pcvt vt220 compatible console driver #device vt0 at isa? #options XSERVER # support for X server on a vt console #options FAT_CURSOR # start with block cursor # If you have a ThinkPAD, uncomment this along with the rest of the PCVT lines #options PCVT_SCANSET=2 # IBM keyboards are non-std This is a VT220-compatible console driver, backward compatible to VT100/102. It works well on some laptops which have hardware incompatibilities with sc0. Also set your TERM variable to vt100 or vt220 when you log in. This driver might also prove useful when connecting to a large number of different machines over the network, where termcap or terminfo entries for the sc0 device are often not available — vt100 should be available on virtually any platform. # Floating point support - do not disable. device npx0 at nexus? port IO_NPX irq 13 npx0 is the interface to the floating point math unit in FreeBSD, which is either the hardware co-processor or the software math emulator. This is not optional. # Power management support (see LINT for more options) device apm0 at nexus? disable flags 0x20 # Advanced Power Management Advanced Power Management support. Useful for laptops. # PCCARD (PCMCIA) support device card device pcic0 at isa? irq 10 port 0x3e0 iomem 0xd0000 device pcic1 at isa? irq 11 port 0x3e2 iomem 0xd4000 disable PCMCIA support. You need this if you are installing on a laptop. # Serial (COM) ports device sio0 at isa? port IO_COM1 flags 0x10 irq 4 device sio1 at isa? port IO_COM2 irq 3 device sio2 at isa? disable port IO_COM3 irq 5 device sio3 at isa? disable port IO_COM4 irq 9 These are the four serial ports referred to as COM1 through COM4 in the MS-DOS/Windows world. If you have an internal modem on COM4 and a serial port at COM2, you will have to change the IRQ of the modem to 2 (for obscure technical reasons, IRQ2 = IRQ 9) in order to access it from FreeBSD. If you have a multiport serial card, check the manual page for &man.sio.4; for more information on the proper values for these lines. Some video cards (notably those based on S3 chips) use IO addresses in the form of 0x*2e8, and since many cheap serial cards do not fully decode the 16-bit IO address space, they clash with these cards making the COM4 port practically unavailable. Each serial port is required to have a unique IRQ (unless you are using one of the multiport cards where shared interrupts are supported), so the default IRQs for COM3 and COM4 cannot be used. # Parallel port device ppc0 at isa? irq 7 This is the ISA-bus parallel port interface. device ppbus # Parallel port bus (required) Provides support for the parallel port bus. device lpt # Printer Support for parallel port printers. All three of the above are required to enable parallel printer support. device plip # TCP/IP over parallel This is the driver for the parallel network interface. device ppi # Parallel port interface device The general-purpose I/O (geek port) + IEEE1284 I/O. #device vpo # Requires scbus and da zip drive This is for an Iomega Zip drive. It requires scbus and da support. Best performance is achieved with ports in EPP 1.9 mode. # PCI Ethernet NICs. device de # DEC/Intel DC21x4x (Tulip) device fxp # Intel EtherExpress PRO/100B (82557, 82558) device tx # SMC 9432TX (83c170 EPIC) device vx # 3Com 3c590, 3c595 (Vortex) device wx # Intel Gigabit Ethernet Card (Wiseman) Various PCI network card drivers. Comment out or remove any of these not present in your system. # PCI Ethernet NICs that use the common MII bus controller code. device miibus # MII bus support MII bus support is required for some PCI 10/100 Ethernet NICs, namely those which use MII-compliant transceivers or implement transceiver control interfaces that operate like an MII. Adding device miibus to the kernel config pulls in support for the generic miibus API and all of the PHY drivers, including a generic one for PHYs that are not specifically handled by an individual driver device dc # DEC/Intel 21143 and various workalikes device rl # RealTek 8129/8139 device sf # Adaptec AIC-6915 (Starfire) device sis # Silicon Integrated Systems SiS 900/SiS 7016 device ste # Sundance ST201 (D-Link DFE-550TX) device tl # Texas Instruments ThunderLAN device vr # VIA Rhine, Rhine II device wb # Winbond W89C840F device xl # 3Com 3c90x (Boomerang, Cyclone) Drivers that use the MII bus controller code. # ISA Ethernet NICs. device ed0 at isa? port 0x280 irq 10 iomem 0xd8000 device ex device ep # WaveLAN/IEEE 802.11 wireless NICs. Note: the WaveLAN/IEEE really # exists only as a PCMCIA device, so there is no ISA attachment needed # and resources will always be dynamically assigned by the pccard code. device wi # Aironet 4500/4800 802.11 wireless NICs. Note: the declaration below will # work for PCMCIA and PCI cards, as well as ISA cards set to ISA PnP # mode (the factory default). If you set the switches on your ISA # card for a manually chosen I/O address and IRQ, you must specify # those parameters here. device an # The probe order of these is presently determined by i386/isa/isa_compat.c. device ie0 at isa? port 0x300 irq 10 iomem 0xd0000 device fe0 at isa? port 0x300 device le0 at isa? port 0x300 irq 5 iomem 0xd0000 device lnc0 at isa? port 0x280 irq 10 drq 0 device cs0 at isa? port 0x300 device sn0 at isa? port 0x300 irq 10 # requires PCCARD (PCMCIA) support to be activated #device xe0 at isa? ISA Ethernet drivers. See /usr/src/sys/i386/conf/LINT for which cards are supported by which driver. # Pseudo devices - the number indicates how many units to allocate. pseudo-device loop # Network loopback This is the generic loopback device for TCP/IP. If you telnet or FTP to localhost (a.k.a., 127.0.0.1) it will come back at you through this pseudo-device. This is mandatory. pseudo-device ether # Ethernet support ether is only needed if you have an Ethernet card. It includes generic Ethernet protocol code. pseudo-device sl 1 # Kernel SLIP sl is for SLIP support. This has been almost entirely supplanted by PPP, which is easier to set up, better suited for modem-to-modem connection, and more powerful. The number after sl specifies how many simultaneous SLIP sessions to support. pseudo-device ppp 1 # Kernel PPP This is for kernel PPP support for dial-up connections. There is also a version of PPP implemented as a userland application that uses tun and offers more flexibility and features such as demand dialing. The number after ppp specifies how many simultaneous PPP connections to support. pseudo-device tun # Packet tunnel. This is used by the userland PPP software. A number after tun specifies the number of simultaneous PPP sessions to support. See the PPP section of this book for more information. pseudo-device pty # Pseudo-ttys (telnet etc) This is a pseudo-terminal or simulated login port. It is used by incoming telnet and rlogin sessions, xterm, and some other applications such as emacs. A number after pty indicates the number of ptys to create. If you need more than the default of 16 simultaneous xterm windows and/or remote logins, be sure to increase this number accordingly, up to a maximum of 256. pseudo-device md # Memory disks Memory disk pseudo-devices. pseudo-device gif 4 # IPv6 and IPv4 tunneling This implements IPv6 over IPv4 tunneling, IPv4 over IPv6 tunneling, IPv4 over IPv4 tunneling, and IPv6 over IPv6 tunneling. pseudo-device faith 1 # IPv6-to-IPv4 relaying (translation) This pseudo-device captures packets that are sent to it and diverts them to the IPv4/IPv6 translation daemon. # The `bpf' pseudo-device enables the Berkeley Packet Filter. # Be aware of the administrative consequences of enabling this! pseudo-device bpf # Berkeley packet filter This is the Berkeley Packet Filter. This pseudo-device allows network interfaces to be placed in promiscuous mode, capturing every packet on a broadcast network (e.g., an Ethernet). These packets can be captured to disk and or examined with the &man.tcpdump.1; program. The bpf pseudo-device is also used by &man.dhclient.8; to obtain the IP address of the default router (gateway) and so on. If you use DHCP, leave this uncommented. # USB support #device uhci # UHCI PCI->USB interface #device ohci # OHCI PCI->USB interface #device usb # USB Bus (required) #device ugen # Generic #device uhid # Human Interface Devices #device ukbd # Keyboard #device ulpt # Printer #device umass # Disks/Mass storage - Requires scbus and da #device ums # Mouse # USB Ethernet, requires mii #device aue # ADMtek USB ethernet #device cue # CATC USB ethernet #device kue # Kawasaki LSI USB ethernet Support for various USB devices. For more information and additional devices supported by FreeBSD, see /usr/src/sys/i386/conf/LINT. Making Device Nodes device nodes MAKEDEV Almost every device in the kernel has a corresponding node entry in the /dev directory. These nodes look like regular files, but are actually special entries into the kernel which programs use to access the device. The shell script /dev/MAKEDEV, which is executed when you first install the operating system, creates nearly all of the device nodes supported. However, it does not create all of them, so when you add support for a new device, it pays to make sure that the appropriate entries are in this directory, and if not, add them. Here is a simple example: Suppose you add the IDE CD-ROM support to the kernel. The line to add is: device acd0 This means that you should look for some entries that start with acd0 in the /dev directory, possibly followed by a letter, such as c, or preceded by the letter r, which means a raw device. It turns out that those files are not there, so you must change to the /dev directory and type: MAKEDEV &prompt.root; sh MAKEDEV acd0 When this script finishes, you will find that there are now acd0c and racd0c entries in /dev so you know that it executed correctly. For sound cards, the following command creates the appropriate entries: &prompt.root; sh MAKEDEV snd0 When creating device nodes for devices such as sound cards, if other people have access to your machine, it may be desirable to protect the devices from outside access by adding them to the /etc/fbtab file. See &man.fbtab.5; for more information. Follow this simple procedure for any other non-GENERIC devices which do not have entries. All SCSI controllers use the same set of /dev entries, so you do not need to create these. Also, network cards and SLIP/PPP pseudo-devices do not have entries in /dev at all, so you do not have to worry about these either. If Something Goes Wrong There are four categories of trouble that can occur when building a custom kernel. They are: config fails If the config command fails when you give it your kernel description, you have probably made a simple error somewhere. Fortunately, config will print the line number that it had trouble with, so you can quickly skip to it with vi. For example, if you see: config: line 17: syntax error You can skip to the problem in vi by typing 17G in command mode. Make sure the keyword is typed correctly, by comparing it to the GENERIC kernel or another reference. make fails If the make command fails, it usually signals an error in your kernel description, but not severe enough for config to catch it. Again, look over your configuration, and if you still cannot resolve the problem, send mail to the &a.questions; with your kernel configuration, and it should be diagnosed very quickly. The kernel will not boot If your new kernel does not boot, or fails to recognize your devices, do not panic! Fortunately, BSD has an excellent mechanism for recovering from incompatible kernels. Simply choose the kernel you want to boot from at the FreeBSD boot loader (i.e., boot kernel.old). When reconfiguring a kernel, it is always a good idea to keep a kernel that is known to work on hand. After booting with a good kernel you can check over your configuration file and try to build it again. One helpful resource is the /var/log/messages file which records, among other things, all of the kernel messages from every successful boot. Also, the &man.dmesg.8; command will print the kernel messages from the current boot. If you are having trouble building a kernel, make sure to keep a GENERIC, or some other kernel that is known to work on hand as a different name that will not get erased on the next build. You cannot rely on kernel.old because when installing a new kernel, kernel.old is overwritten with the last installed kernel which may be non-functional. Also, as soon as possible, move the working kernel to the proper kernel location or commands such as &man.ps.1; will not work properly. The proper command to unlock the kernel file that make installs (in order to move another kernel back permanently) is: &prompt.root; chflags noschg /kernel If you find you cannot do this, you are probably running at a &man.securelevel.8; greater than zero. Edit kern_securelevel in /etc/rc.conf and set it to -1, then reboot. You can change it back to its previous setting when you are happy with your new kernel. And, if you want to lock your new kernel into place, or any file for that matter, so that it cannot be moved or tampered with: &prompt.root; chflags schg /kernel The kernel works, but ps does not work any more! If you have installed a different version of the kernel from the one that the system utilities have been built with, for example, a 4.X kernel on a 3.X system, many system-status commands like &man.ps.1; and &man.vmstat.8; will not work any more. You must recompile the libkvm library as well as these utilities. This is one reason it is not normally a good idea to use a different version of the kernel from the rest of the operating system. diff --git a/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml b/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml index e5946af2ef..6e86208a6b 100644 --- a/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml @@ -1,2344 +1,2344 @@ Jim Mock Restructured and parts updated by Brian N. Handy Originally contributed by Rich Murphey Linux Binary Compatibility Synopsis Linux binary compatibility binary compatibility Linux FreeBSD provides binary compatibility with several other Unix-like operating systems, including Linux. At this point, you may be asking yourself why exactly, does FreeBSD need to be able to run Linux binaries? The answer to that question is quite simple. Many companies and developers develop only for Linux, since it is the latest hot thing in the computing world. That leaves the rest of us FreeBSD users bugging these same companies and developers to put out native FreeBSD versions of their applications. The problem is, that most of these companies do not really realize how many people would use their product if there were FreeBSD versions too, and most continue to only develop for Linux. So what is a FreeBSD user to do? This is where the Linux binary compatibility of FreeBSD comes into play. In a nutshell, the compatibility allows FreeBSD users to run about 90% of all Linux applications without modification. This includes applications such as Star Office, the Linux version of Netscape, Adobe Acrobat, RealPlayer 5 and 7, VMWare, Oracle, WordPerfect, Doom, Quake, and more. It is also reported that in some situations, Linux binaries perform better on FreeBSD than they do under Linux. Linux /proc filesystem There are, however, some Linux-specific operating system features that are not supported under FreeBSD. Linux binaries will not work on FreeBSD if they overly use the Linux /proc filesystem (which is different from FreeBSD's /proc filesystem), or i386-specific calls, such as enabling virtual 8086 mode. After reading this chapter you will know: How to enable Linux binary compatibility on your system. How to install additional Linux shared libraries. How to install Linux applications on your FreeBSD system. The implementation details of Linux compatibility in FreeBSD. Before reading this chapter you should: - Know how to install additional third-party software () + Know how to install additional third-party + software (). Installation KLD (kernel loadable object) Linux binary compatibility is not turned on by default. The easiest way to enable this functionality is to load the linux KLD object (Kernel LoaDable object). You can load this module by simply typing linux at the command prompt. If you would like Linux compatibility to always be enabled, then you should add the following line to /etc/rc.conf: linux_enable=YES This, in turn, triggers the following action in /etc/rc.i386: # Start the Linux binary compatibility if requested. # case ${linux_enable} in [Yy][Ee][Ss]) echo -n ' linux'; linux > /dev/null 2>&1 ;; esac The &man.kldstat.8; command can be used to verify that the KLD is loaded: &prompt.user; kldstat Id Refs Address Size Name 1 2 0xc0100000 16bdb8 kernel 7 1 0xc24db000 d000 linux.ko kernel options LINUX If for some reason you do not want to or cannot load the KLD, then you may statically link Linux binary compatibility into the kernel by adding options LINUX to your kernel configuration file. Then install your new kernel as described in . Installing Linux Runtime Libraries Linux installing Linux libraries This can be done one of two ways, either by using the linux_base port, or by installing them manually. Installing Using the linux_base Port ports collection This is by far the easiest method to use when installing the runtime libraries. It is just like installing any other port from the ports collection. Simply do the following: &prompt.root; cd /usr/ports/emulators/linux_base &prompt.root; make install distclean You should now have working Linux binary compatibility. Some programs may complain about incorrect minor versions of the system libraries. In general, however, this does not seem to be a problem. Installing Libraries Manually If you do not have the ports collection installed, you can install the libraries by hand instead. You will need the Linux shared libraries that the program depends on and the runtime linker. Also, you will need to create a shadow root directory, /compat/linux, for Linux libraries on your FreeBSD system. Any shared libraries opened by Linux programs run under FreeBSD will look in this tree first. So, if a Linux program loads, for example, /lib/libc.so, FreeBSD will first try to open /compat/linux/lib/libc.so, and if that does not exist, it will then try /lib/libc.so. Shared libraries should be installed in the shadow tree /compat/linux/lib rather than the paths that the Linux ld.so reports. Generally, you will need to look for the shared libraries that Linux binaries depend on only the first few times that you install a Linux program on your FreeBSD system. After a while, you will have a sufficient set of Linux shared libraries on your system to be able to run newly imported Linux binaries without any extra work. How to Install Additional Shared Libraries shared libraries What if you install the linux_base port and your application still complains about missing shared libraries? How do you know which shared libraries Linux binaries need, and where to get them? Basically, there are 2 possibilities (when following these instructions you will need to be root on your FreeBSD system). If you have access to a Linux system, see what shared libraries the application needs, and copy them to your FreeBSD system. Look at the following example: Let us assume you used FTP to get the Linux binary of Doom, and put it on a Linux system you have access to. You then can check which shared libraries it needs by running ldd linuxdoom, like so: &prompt.user; ldd linuxdoom libXt.so.3 (DLL Jump 3.1) => /usr/X11/lib/libXt.so.3.1.0 libX11.so.3 (DLL Jump 3.1) => /usr/X11/lib/libX11.so.3.1.0 libc.so.4 (DLL Jump 4.5pl26) => /lib/libc.so.4.6.29 symbolic links You would need to get all the files from the last column, and put them under /compat/linux, with the names in the first column as symbolic links pointing to them. This means you eventually have these files on your FreeBSD system: /compat/linux/usr/X11/lib/libXt.so.3.1.0 /compat/linux/usr/X11/lib/libXt.so.3 -> libXt.so.3.1.0 /compat/linux/usr/X11/lib/libX11.so.3.1.0 /compat/linux/usr/X11/lib/libX11.so.3 -> libX11.so.3.1.0 /compat/linux/lib/libc.so.4.6.29 /compat/linux/lib/libc.so.4 -> libc.so.4.6.29
Note that if you already have a Linux shared library with a matching major revision number to the first column of the ldd output, you will not need to copy the file named in the last column to your system, the one you already have should work. It is advisable to copy the shared library anyway if it is a newer version, though. You can remove the old one, as long as you make the symbolic link point to the new one. So, if you have these libraries on your system: /compat/linux/lib/libc.so.4.6.27 /compat/linux/lib/libc.so.4 -> libc.so.4.6.27 and you find a new binary that claims to require a later version according to the output of ldd: libc.so.4 (DLL Jump 4.5pl26) -> libc.so.4.6.29 If it is only one or two versions out of date in the in the trailing digit then do not worry about copying /lib/libc.so.4.6.29 too, because the program should work fine with the slightly older version. However, if you like, you can decide to replace the libc.so anyway, and that should leave you with: /compat/linux/lib/libc.so.4.6.29 /compat/linux/lib/libc.so.4 -> libc.so.4.6.29
The symbolic link mechanism is only needed for Linux binaries. The FreeBSD runtime linker takes care of looking for matching major revision numbers itself and you do not need to worry about it.
Installing Linux ELF Binaries Linux ELF binaries ELF binaries sometimes require an extra step of branding. If you attempt to run an unbranded ELF binary, you will get an error message like the following; &prompt.user; ./my-linux-elf-binary ELF binary type not known Abort To help the FreeBSD kernel distinguish between a FreeBSD ELF binary from a Linux binary, use the &man.brandelf.1; utility. &prompt.user; brandelf -t Linux my-linux-elf-binary GNU toolchain The GNU toolchain now places the appropriate branding information into ELF binaries automatically, so you this step should become increasingly more rare in the future. Configuring the Hostname Resolver If DNS does not work or you get this message: resolv+: "bind" is an invalid keyword resolv+: "hosts" is an invalid keyword You will need to configure a /compat/linux/etc/host.conf file containing: order hosts, bind multi on The order here specifies that /etc/hosts is searched first and DNS is searched second. When /compat/linux/etc/host.conf is not installed, Linux applications find FreeBSD's /etc/host.conf and complain about the incompatible FreeBSD syntax. You should remove bind if you have not configured a name server using the /etc/resolv.conf file. Installing Mathematica 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 Frontend over a Network Mathematica uses some special fonts to display characters not present in any of the standard font sets (integrals, sums, Greek letters, etc.). The X protocol requires these fonts to be install locally. This means you will have to copy these fonts from the CDROM or from a host with Mathematica installed to your local machine. These fonts are normally stored in /cdrom/Unix/Files/SystemFiles/Fonts on the CDROM, or /usr/local/mathematica/SystemFiles/Fonts on your hard drive. The actual fonts are in the subdirectories Type1 and X. There are several ways to use them, as described below. The first way is to copy them into one of the existing font directories in /usr/X11R6/lib/X11/fonts. This will require editing the fonts.dir file, adding the font names to it, and changing the number of fonts on the first line. Alternatively, you should also just be able to run mkfontdir in the directory you have copied them to. The second way to do this is to copy the directories to /usr/X11R6/lib/X11/fonts: &prompt.root; cd /usr/X11R6/lib/X11/fonts &prompt.root; mkdir X &prompt.root; mkdir MathType1 &prompt.root; cd /cdrom/Unix/Files/SystemFiles/Fonts &prompt.root; cp X/* /usr/X11R6/lib/X11/fonts/X &prompt.root; cp Type1/* /usr/X11R6/lib/X11/fonts/MathType1 &prompt.root; cd /usr/X11R6/lib/X11/fonts/X &prompt.root; mkfontdir &prompt.root; cd ../MathType1 &prompt.root; mkfontdir Now add the new font directories to your font path: &prompt.root; xset fp+ /usr/X11R6/lib/X11/fonts/X &prompt.root; xset fp+ /usr/X11R6/lib/X11/fonts/MathType1 &prompt.root; xset fp rehash If you are using the XFree86 server, you can have these font directories loaded automatically by adding them to your XF86Config file. fonts If you do not already have a directory called /usr/X11R6/lib/X11/fonts/Type1, you can change the name of the MathType1 directory in the example above to Type1. Marcel Moolenaar Contributed by Installing Oracle applications Oracle Preface This document describes the process of installing Oracle 8.0.5 and Oracle 8.0.5.1 Enterprise Edition for Linux onto a FreeBSD machine Installing the Linux Environment Make sure you have both linux_base and linux_devtools from the ports collection installed. These ports are added to the collection after the release of FreeBSD 3.2. If you are using FreeBSD 3.2 or an older version for that matter, update your ports collection. You may want to consider updating your FreeBSD version too. If you run into difficulties with linux_base-6.1 or linux_devtools-6.1 you may have to use version 5.2 of these packages. If you want to run the intelligent agent, you will also need to install the Red Hat Tcl package: tcl-8.0.3-20.i386.rpm. The general command for installing packages with the official RPM port is : &prompt.root; rpm -i --ignoreos --root /compat/linux --dbpath /var/lib/rpm package Installation of the package should not generate any errors. Creating the Oracle Environment Before you can install Oracle, you need to set up a proper environment. This document only describes what to do specially to run Oracle for Linux on FreeBSD, not what has been described in the Oracle installation guide. Kernel Tuning kernel tuning As described in the Oracle installation guide, you need to set the maximum size of shared memory. Do not use SHMMAX under FreeBSD. SHMMAX is merely calculated out of SHMMAXPGS and PGSIZE. Therefore define SHMMAXPGS. All other options can be used as described in the guide. For example: options SHMMAXPGS=10000 options SHMMNI=100 options SHMSEG=10 options SEMMNS=200 options SEMMNI=70 options SEMMSL=61 Set these options to suit your intended use of Oracle. Also, make sure you have the following options in your kernel config-file: options SYSVSHM #SysV shared memory options SYSVSEM #SysV semaphores options SYSVMSG #SysV interprocess communication Oracle Account Create an Oracle account just as you would create any other account. The Oracle account is special only that you need to give it a Linux shell. Add /compat/linux/bin/bash to /etc/shells and set the shell for the Oracle account to /compat/linux/bin/bash. Environment Besides the normal Oracle variables, such as ORACLE_HOME and ORACLE_SID you must set the following environment variables: Variable Value LD_LIBRARY_PATH $ORACLE_HOME/lib CLASSPATH $ORACLE_HOME/jdbc/lib/classes111.zip PATH /compat/linux/bin /compat/linux/sbin /compat/linux/usr/bin /compat/linux/usr/sbin /bin /sbin /usr/bin /usr/sbin /usr/local/bin $ORACLE_HOME/bin It is advised to set all the environment variables in .profile. A complete example is: ORACLE_BASE=/oracle; export ORACLE_BASE ORACLE_HOME=/oracle; export ORACLE_HOME LD_LIBRARY_PATH=$ORACLE_HOME/lib export LD_LIBRARY_PATH ORACLE_SID=ORCL; export ORACLE_SID ORACLE_TERM=386x; export ORACLE_TERM CLASSPATH=$ORACLE_HOME/jdbc/lib/classes111.zip export CLASSPATH PATH=/compat/linux/bin:/compat/linux/sbin:/compat/linux/usr/bin:/compat/linux/usr/sbin:/bin:/sbin:/usr/bin:/usr/sbin:/usr/local/bin:$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 Do not forget to run root.sh again! Patching root.sh When installing Oracle, some actions, which need to be performed as root, are recorded in a shell script called root.sh. root.sh is written in the orainst directory. Apply the following patch to root.sh, to have it use to proper location of chown or alternatively run the script under a Linux native shell. *** orainst/root.sh.orig Tue Oct 6 21:57:33 1998 --- orainst/root.sh Mon Dec 28 15:58:53 1998 *************** *** 31,37 **** # This is the default value for CHOWN # It will redefined later in this script for those ports # which have it conditionally defined in ss_install.h ! CHOWN=/bin/chown # # Define variables to be used in this script --- 31,37 ---- # This is the default value for CHOWN # It will redefined later in this script for those ports # which have it conditionally defined in ss_install.h ! CHOWN=/usr/sbin/chown # # Define variables to be used in this script When you do not install Oracle from CD, you can patch the source for root.sh. It is called rthd.sh and is located in the orainst directory in the source tree. Patching genclntsh The script genclntsh is used to create a single shared client library. It is used when building the demos. Apply the following patch to comment out the definition of PATH: *** bin/genclntsh.orig Wed Sep 30 07:37:19 1998 --- bin/genclntsh Tue Dec 22 15:36:49 1998 *************** *** 32,38 **** # # Explicit path to ensure that we're using the correct commands #PATH=/usr/bin:/usr/ccs/bin export PATH ! PATH=/usr/local/bin:/bin:/usr/bin:/usr/X11R6/bin export PATH # # each product MUST provide a $PRODUCT/admin/shrept.lst --- 32,38 ---- # # Explicit path to ensure that we're using the correct commands #PATH=/usr/bin:/usr/ccs/bin export PATH ! #PATH=/usr/local/bin:/bin:/usr/bin:/usr/X11R6/bin export PATH # # each product MUST provide a $PRODUCT/admin/shrept.lst Running Oracle When you have followed the instructions, you should be able to run Oracle as if it was run on Linux itself. Holger Kill Contributed by Valentino Vaschetto Converted to SGML by Installing SAP R/3 (4.6B - IDES) 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 Do not 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 initialize 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 do not 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 <command>make world</command> 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 are not 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 will not 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 will 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 will 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 are not part of the default RedHat installation. SAP offers the required RPMs as download from their FTP-server (which is only accessible if you are a customer with OSS-access). See note 0171356 for a list of RPMs you need. It is also possible to just create appropriate links (for example from de_DE and en_US ), but I would not recommend this for a production system (so far it worked with the IDES system without any problems, though). The following locales are needed: de_DE.ISO-8859-1 en_US.ISO-8859-1 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 cannot 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 mount path. 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. Do not get irritated. Apart from some problems mentioned below, everything should go straight through up to the point where the Oracle database software needs to be installed. Installing Oracle 8.0.5 Please see the corresponding SAP-Notes and Oracle Readmes regarding Linux and Oracle DB for possible problems. Most if not all problems stem from incompatible libraries For more information on installing Oracle, refer to the Installing Oracle chapter. Installing the Oracle 8.0.5 with orainst If Oracle 8.0.5 is to be used, some additional libraries are needed for successfully relinking, as Oracle 8.0.5 was linked with an old glibc (RedHat 6.0), but RedHat 6.1 already uses a new glibc. So you have to install the following additional packages to ensure that linking will work: compat-libs-5.2-2.i386.rpm compat-glibc-5.2-2.0.7.2.i386.rpm compat-egcs-5.2-1.0.3a.1.i386.rpm compat-egcs-c++-5.2-1.0.3a.1.i386.rpm compat-binutils-5.2-2.9.1.0.23.1.i386.rpm See the corresponding SAP-Notes or Oracle Readmes for further information. If this is no option (at the time of installation I did not have enough time to check this), one could use the original binaries, or use the relinked binaries from an original RedHat System. For compiling the intelligent agent, the RedHat Tcl package must be installed. If you cannot get tcl-8.0.3-20.i386.rpm, a newer one like tcl-8.0.5-30.i386.rpm for RedHat 6.1 should also do. Apart from relinking, the installation is straightforward: &prompt.root; su - oraids &prompt.root; export TERM=xterm &prompt.root; export ORACLE_TERM=xterm &prompt.root; export ORACLE_HOME=/oracle/IDS &prompt.root; cd /ORACLE_HOME/orainst_sap &prompt.root; ./orainst Confirm all Screens with Enter until the software is installed, except that one has to deselect the Oracle On-Line Text Viewer , as this is not currently available for Linux. Oracle then wants to relink with i386-glibc20-linux-gcc instead of the available gcc, egcs or i386-redhat-linux-gcc . Due to time constrains I decided to use the binaries from an Oracle 8.0.5 PreProduction release, after the first attempt at getting the version from the RDBMS-CD working, failed, and finding / 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 will not 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. Do not 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 behavior for saving Oracle archive logs: New logfiles are saved to tape, already saved logfiles are saved again and are then deleted. This prevents lots of trouble if 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 recognized automagically. tape_size This usually gives the raw storage capability of the tape. For security reason (we use hardware compression), the value is slightly lower than the actual value. tape_address The non-rewindable device to be used with cpio. tape_address_rew The rewindable device to be used with cpio. 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 have not deselected Oracle On-Line Text Viewer before starting the installation. This is marked for installation even though this option is currently not available for Linux. Deselect this product inside the Oracle installation menu and restart installation. TEXTENV_INVALID During R3SETUP, RFC or SAPGUI Start If this error is encountered, the correct locale is missing. SAP note 0171356 lists the necessary RPMs that need be installed (eg saplocales-1.0-3, saposcheck-1.0-1 for RedHat 6.1). In case you ignored all the related errors and set the corresponding status from ERROR to OK (in CENTRDB.R3S) every time R3SETUP complained and just restarted R3SETUP, the SAP-System will not be properly configured and you will then not be able to connect to the system with a sapgui, even though the system can be started. Trying to connect with the old Linux sapgui gave the following messages: Sat May 5 14:23:14 2001 *** ERROR => no valid userarea given [trgmsgo. 0401] Sat May 5 14:23:22 2001 *** ERROR => ERROR NR 24 occured [trgmsgi. 0410] *** ERROR => Error when generating text environment. [trgmsgi. 0435] *** ERROR => function failed [trgmsgi. 0447] *** ERROR => no socket operation allowed [trxio.c 3363] Speicherzugriffsfehler This behavior is due to SAP R/3 being unable to correctly assign a locale and also not being properly configured itself (missing entries in some database tables). To be able to connect to SAP, add the following entries to file DEFAULT.PFL (see note 0043288): abap/set_etct_env_at_new_mode =0 install/collate/active =0 rscp/TCP0B =TCP0B Restart the SAP system. Now 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 will not 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 behavior. [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! 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/multimedia/chapter.sgml b/en_US.ISO8859-1/books/handbook/multimedia/chapter.sgml index 3b4f8a3e32..5ceb0bf41c 100644 --- a/en_US.ISO8859-1/books/handbook/multimedia/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/multimedia/chapter.sgml @@ -1,368 +1,368 @@ Moses Moore Contributed by Sound Synopsis FreeBSD supports a wide variety of sound cards, allowing you to enjoy high fidelity output from your computer. This includes the ability to record and playback audio in the MPEG Audio Layer 3 (MP3), WAV, and Ogg Vorbis formats as well as many other formats. The FreeBSD Ports Collection also contains applications allowing you to edit your recorded audio, add sound effects, and control attached MIDI devices. After reading this chapter you will know: How to locate your sound card. How to configure your system so that your sound card is recognized. Methods to test that your card is working using sample applications. How to troubleshoot your sound setup. Before reading this chapter you should: Know how to configure and install a new kernel () + linkend="kernelconfig">). Locating the Correct Device PCI ISA sound cards Before you begin, you should know the model of the card you have, the chip it uses, and whether it is a PCI or ISA card. FreeBSD supports a wide variety of both PCI and ISA cards. If you do not see your card in the following list, check the &man.pcm.4; manual page. This is not a complete list; however, it does list some of the most common cards. Crystal 4237, 4236, 4232, 4231 Yamaha OPL-SAx OPTi931 Ensoniq AudioPCI 1370/1371 ESS Solo-1/1E NeoMagic 256AV/ZX Sound Blaster Pro, 16, 32, AWE64, AWE128, Live Creative ViBRA16 Advanced Asound 100, 110, and Logic ALS120 ES 1868, 1869, 1879, 1888 Gravis UltraSound Aureal Vortex 1 or 2 kernel configuration The driver you use in your kernel depends on the kind of card you have. The sections below provide more information and what you will need to add to your kernel configuration. Creative, Advance, and ESS Sound Cards If you have one of the above cards, you will need to add device pcm to your kernel. If you have a PnP ISA card, you will also need to add device sbc to your kernel. For a non-PnP ISA card, add device pcm and device sbc0 at isa? port0x220 irq 5 drq 1 flags 0x15 to your kernel. Those are the default settings. You may need to change the IRQ, etc. See the &man.sbc.4; manual page for more information. The Sound Blaster Live is not supported under FreeBSD 4.0 without a patch, which this document will not cover. It is recommended that you update to the latest -STABLE before trying to use this card. Gravis UltraSound Cards For a PnP ISA card, you will need to add device pcm and device gusc to your kernel. If you have a non-PnP ISA card, you will need to add device pcm and device gus0 at isa? port 0x220 irq 5 drq 1 flags 0x13 to your kernel. You may need to change the IRQ, etc. See the &man.gusc.4; manual page for more information. Crystal Sound Cards For Crystal cards, you will need both device pcm and device csa in your kernel. Generic Support For PnP ISA or PCI cards, you will need to add device pcm to your kernel configuration. If you have a non-PnP ISA sound card that does not have a bridge driver, you will need to add device pcm0 at isa? irq 10 drq 1 flags 0x0 to your kernel configuration. You may need to change the IRQ, etc., to match your hardware configuration. Recompiling the Kernel After adding the driver(s) you need to your kernel configuration, you will need to recompile your kernel. Please see of the handbook for more information. Creating and Testing the Device Nodes device nodes After you reboot, log in and run cat /dev/sndstat. You should see output similar to the following: FreeBSD Audio Driver (newpcm) Sep 21 2000 18:29:53 Installed devices: pcm0: <Aureal Vortex 8830> at memory 0xfeb40000 irq 5 (4p/1r +channels duplex) If you see an error message, something went wrong earlier. If that happens, go through your kernel configuration file again and make sure you chose the correct device. If it reported no errors and returned pcm0, su to root and do the following: &prompt.root; cd /dev &prompt.root; sh MAKEDEV snd0 If it reported no errors and returned pcm1, su to root and do the following: &prompt.root; cd /dev &prompt.root; sh MAKEDEV snd1 Please note that either of the above commands will not create a /dev/snd device! Instead it creates a group of device nodes including: Device Description /dev/audio SPARC-compatible audio device /dev/dsp Digitized voice device /dev/dspW Like /dev/dsp, but 16 bits per sample /dev/midi Raw midi access device /dev/mixer Control port mixer device /dev/music Level 2 sequencer interface /dev/sequencer Sequencer device /dev/pss Programmable device interface If all goes well, you should now have a functioning sound card. If you do not, see the next section. Common Problems device node I get an unsupported subdevice XX error! One or more of the device nodes was not created correctly. Repeat the steps above. I/O port I get a sb_dspwr(XX) timed out error! The I/O port is not set correctly. IRQ I get a bad irq XX error! The IRQ is set incorrectly. Make sure that the set IRQ and the sound IRQ are the same. I get a xxx: gus pcm not attached, out of memory error. What causes that? If this happens, it is because there is not enough available memory to use the device. diff --git a/en_US.ISO8859-1/books/handbook/printing/chapter.sgml b/en_US.ISO8859-1/books/handbook/printing/chapter.sgml index e3f4ee989b..b70d51c713 100644 --- a/en_US.ISO8859-1/books/handbook/printing/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/printing/chapter.sgml @@ -1,4886 +1,4886 @@ Sean Kelly Contributed by Jim Mock Restructured and updated by Printing Synopsis LPD spooling system printing FreeBSD can be used to print to a wide variety of printers, from the oldest impact printer to the latest laser printers, and everything in between, allowing you to produce high quality printed output from the applications you run. FreeBSD can also be configured to act as a print server on a network; in this capacity FreeBSD can receive print jobs from a variety of other computers, including other FreeBSD computers, Windows and MacOS hosts. FreeBSD will ensure that one job at a time is printed, and can keep statistics on which users and machines are doing the most printing, produce banner pages showing who's printout is who's, and more. After reading this chapter you will know: - How to configure the FreeBSD print spooler + How to configure the FreeBSD print spooler. How to install print filters, to handle special print jobs differently, including converting incoming documents to print - formats that your printers understand + formats that your printers understand. - How to enable header, or banner pages on your printout + How to enable header, or banner pages on your printout. - How to print to printers connected to other computers + How to print to printers connected to other computers. How to print to printers connected directly to the - network + network. How to control printer restrictions, including limiting the size - of print jobs, and preventing certain users from printing + of print jobs, and preventing certain users from printing. How to keep printer statistics, and account for printer - usage + usage. - How to troubleshoot printing problems + How to troubleshoot printing problems. Before reading this chapter you should: Know how to configure and install a new kernel - () + (). Introduction In order to use printers with FreeBSD, you will need to set them up to work with the Berkeley line printer spooling system, also known as the LPD spooling system. It is the standard printer control system in FreeBSD. This chapter introduces the LPD spooling system, often simply called LPD, and will guide you through its configuration. If you are already familiar with LPD or another printer spooling system, you may wish to skip to section Setting up the spooling system. LPD controls everything about a host's printers. It is responsible for a number of things: It controls access to attached printers and printers attached to other hosts on the network. print jobs It enables users to submit files to be printed; these submissions are known as jobs. It prevents multiple users from accessing a printer at the same time by maintaining a queue for each printer. It can print header pages (also known as banner or burst pages) so users can easily find jobs they have printed in a stack of printouts. It takes care of communications parameters for printers connected on serial ports. It can send jobs over the network to a LPD spooler on another host. It can run special filters to format jobs to be printed for various printer languages or printer capabilities. It can account for printer usage. Through a configuration file (/etc/printcap), and by providing the special filter programs, you can enable the LPD system to do all or some subset of the above for a great variety of printer hardware. Why You Should Use the Spooler If you are the sole user of your system, you may be wondering why you should bother with the spooler when you do not need access control, header pages, or printer accounting. While it is possible to enable direct access to a printer, you should use the spooler anyway since: LPD prints jobs in the background; you do not have to wait for data to be copied to the printer. TeX LPD can conveniently run a job to be printed through filters to add date/time headers or convert a special file format (such as a TeX DVI file) into a format the printer will understand. You will not have to do these steps manually. Many free and commercial programs that provide a print feature usually expect to talk to the spooler on your system. By setting up the spooling system, you will more easily support other software you may later add or already have. Basic Setup To use printers with the LPD spooling system, you will need to set up both your printer hardware and the LPD software. This document describes two levels of setup: See section Simple Printer Setup to learn how to connect a printer, tell LPD how to communicate with it, and print plain text files to the printer. See section Advanced Printer Setup to find out how to print a variety of special file formats, to print header pages, to print across a network, to control access to printers, and to do printer accounting. Simple Printer Setup This section tells how to configure printer hardware and the LPD software to use the printer. It teaches the basics: Section Hardware Setup gives some hints on connecting the printer to a port on your computer. Section Software Setup shows how to setup the LPD spooler configuration file (/etc/printcap). If you are setting up a printer that uses a network protocol to accept data to print instead of a serial or parallel interface, see Printers With Networked Data Stream Interfaces. Although this section is called Simple Printer Setup, it is actually fairly complex. Getting the printer to work with your computer and the LPD spooler is the hardest part. The advanced options like header pages and accounting are fairly easy once you get the printer working. Hardware Setup This section tells about the various ways you can connect a printer to your PC. It talks about the kinds of ports and cables, and also the kernel configuration you may need to enable FreeBSD to speak to the printer. If you have already connected your printer and have successfully printed with it under another operating system, you can probably skip to section Software Setup. Ports and Cables Nearly all printers you can get for a PC today support one or both of the following interfaces: printer serial Serial interfaces use a serial port on your computer to send data to the printer. Serial interfaces are common in the computer industry and cables are readily available and also easy to construct. Serial interfaces sometimes need special cables and might require you to configure somewhat complex communications options. printer parallel Parallel interfaces use a parallel port on your computer to send data to the printer. Parallel interfaces are common in the PC market. Cables are readily available but more difficult to construct by hand. There are usually no communications options with parallel interfaces, making their configuration exceedingly simple. centronics parallel printers Parallel interfaces are sometimes known as Centronics interfaces, named after the connector type on the printer. In general, serial interfaces are slower than parallel interfaces. Parallel interfaces usually offer just one-way communication (computer to printer) while serial gives you two-way. Many newer parallel ports and printers can communicate in both directions under FreeBSD when a IEEE1284 compliant cable is used. PostScript Usually, the only time you need two-way communication with the printer is if the printer speaks PostScript. PostScript printers can be very verbose. In fact, PostScript jobs are actually programs sent to the printer; they need not produce paper at all and may return results directly to the computer. PostScript also uses two-way communication to tell the computer about problems, such as errors in the PostScript program or paper jams. Your users may be appreciative of such information. Furthermore, the best way to do effective accounting with a PostScript printer requires two-way communication: you ask the printer for its page count (how many pages it has printed in its lifetime), then send the user's job, then ask again for its page count. Subtract the two values and you know how much paper to charge the user. Parallel Ports To hook up a printer using a parallel interface, connect the Centronics cable between the printer and the computer. The instructions that came with the printer, the computer, or both should give you complete guidance. Remember which parallel port you used on the computer. The first parallel port is /dev/lpt0 to FreeBSD; the second is /dev/lpt1, and so on. Serial Ports To hook up a printer using a serial interface, connect the proper serial cable between the printer and the computer. The instructions that came with the printer, the computer, or both should give you complete guidance. If you are unsure what the proper serial cable is, you may wish to try one of the following alternatives: A modem cable connects each pin of the connector on one end of the cable straight through to its corresponding pin of the connector on the other end. This type of cable is also known as a DTE-to-DCE cable. null-modem cable A null-modem cable connects some pins straight through, swaps others (send data to receive data, for example), and shorts some internally in each connector hood. This type of cable is also known as a DTE-to-DTE cable. A serial printer cable, required for some unusual printers, is like the null-modem cable, but sends some signals to their counterparts instead of being internally shorted. baud rate parity flow control protocol You should also set up the communications parameters for the printer, usually through front-panel controls or DIP switches on the printer. Choose the highest bps (bits per second, sometimes baud rate) rate that both your computer and the printer can support. Choose 7 or 8 data bits; none, even, or odd parity; and 1 or 2 stop bits. Also choose a flow control protocol: either none, or XON/XOFF (also known as in-band or software) flow control. Remember these settings for the software configuration that follows. Software Setup This section describes the software setup necessary to print with the LPD spooling system in FreeBSD. Here is an outline of the steps involved: Configure your kernel, if necessary, for the port you are using for the printer; section Kernel Configuration tells you what you need to do. Set the communications mode for the parallel port, if you are using a parallel port; section Setting the Communication Mode for the Parallel Port gives details. Test if the operating system can send data to the printer. Section Checking Printer Communications gives some suggestions on how to do this. Set up LPD for the printer by modifying the file /etc/printcap. You will find out how to do this later in this chapter. Kernel Configuration The operating system kernel is compiled to work with a specific set of devices. The serial or parallel interface for your printer is a part of that set. Therefore, it might be necessary to add support for an additional serial or parallel port if your kernel is not already configured for one. To find out if the kernel you are currently using supports a serial interface, type: &prompt.root; dmesg | grep sioN Where N is the number of the serial port, starting from zero. If you see output similar to the following: sio2 at 0x3e8-0x3ef irq 5 on isa sio2: type 16550A then the kernel supports the port. To find out if the kernel supports a parallel interface, type: &prompt.root; dmesg | grep lptN Where N is the number of the parallel port, starting from zero. If you see output similar to the following lpt0 at 0x378-0x37f on isa then the kernel supports the port. You might have to reconfigure your kernel in order for the operating system to recognize and use the parallel or serial port you are using for the printer. To add support for a serial port, see the section on kernel configuration. To add support for a parallel port, see that section and the section that follows. Adding <filename>/dev</filename> Entries for the Ports Even though the kernel may support communication along a serial or parallel port, you will still need a software interface through which programs running on the system can send and receive data. That is what entries in the /dev directory are for. To add a /dev entry for a port: Become root with the &man.su.1; command. Enter the root password when prompted. Change to the /dev directory: &prompt.root; cd /dev Type: &prompt.root; ./MAKEDEV port Where port is the device entry for the port you want to make. Use lpt0 for the first parallel port, lpt1 for the second, and so on; use ttyd0 for the first serial port, ttyd1 for the second, and so on. Type: &prompt.root; ls -l port to make sure the device entry got created. Setting the Communication Mode for the Parallel Port When you are using the parallel interface, you can choose whether FreeBSD should use interrupt-driven or polled communication with the printer. The interrupt-driven method is the default with the GENERIC kernel. With this method, the operating system uses an IRQ line to determine when the printer is ready for data. The polled method directs the operating system to repeatedly ask the printer if it is ready for more data. When it responds ready, the kernel sends more data. The interrupt-driven method is somewhat faster but uses up a precious IRQ line. You should use whichever one works. You can set the communications mode in two ways: by configuring the kernel or by using the &man.lptcontrol.8; program. To set the communications mode by configuring the kernel: Edit your kernel configuration file. Look for or add an lpt0 entry. If you are setting up the second parallel port, use lpt1 instead. Use lpt2 for the third port, and so on. If you want interrupt-driven mode, add the irq specifier: device lpt0 at isa? port? tty irq N vector lptintr Where N is the IRQ number for your computer's parallel port. If you want polled mode, do not add the irq specifier: device lpt0 at isa? port? tty vector lptintr Save the file. Then configure, build, and install the kernel, then reboot. See kernel configuration for more details. To set the communications mode with &man.lptcontrol.8;: Type: &prompt.root; lptcontrol -i -u N to set interrupt-driven mode for lptN. Type: &prompt.root; lptcontrol -p -u N to set polled-mode for lptN. You could put these commands in your /etc/rc.local file to set the mode each time your system boots. See &man.lptcontrol.8; for more information. Checking Printer Communications Before proceeding to configure the spooling system, you should make sure the operating system can successfully send data to your printer. It is a lot easier to debug printer communication and the spooling system separately. To test the printer, we will send some text to it. For printers that can immediately print characters sent to them, the program &man.lptest.1; is perfect: it generates all 96 printable ASCII characters in 96 lines. PostScript For a PostScript (or other language-based) printer, we will need a more sophisticated test. A small PostScript program, such as the following, will suffice: %!PS 100 100 moveto 300 300 lineto stroke 310 310 moveto /Helvetica findfont 12 scalefont setfont (Is this thing working?) show showpage The above PostScript code can be placed into a file and used as shown in the examples appearing in the following sections. PCL When this document refers to a printer language, it is assuming a language like PostScript, and not Hewlett Packard's PCL. Although PCL has great functionality, you can intermingle plain text with its escape sequences. PostScript cannot directly print plain text, and that is the kind of printer language for which we must make special accommodations. Checking a Parallel Printer printer parallel This section tells you how to check if FreeBSD can communicate with a printer connected to a parallel port. To test a printer on a parallel port: Become root with &man.su.1;. Send data to the printer. If the printer can print plain text, then use &man.lptest.1;. Type: &prompt.root; lptest > /dev/lptN Where N is the number of the parallel port, starting from zero. If the printer understands PostScript or other printer language, then send a small program to the printer. Type: &prompt.root; cat > /dev/lptN Then, line by line, type the program carefully as you cannot edit a line once you have pressed RETURN or ENTER. When you have finished entering the program, press CONTROL+D, or whatever your end of file key is. Alternatively, you can put the program in a file and type: &prompt.root; cat file > /dev/lptN Where file is the name of the file containing the program you want to send to the printer. You should see something print. Do not worry if the text does not look right; we will fix such things later. Checking a Serial Printer printer serial This section tells you how to check if FreeBSD can communicate with a printer on a serial port. To test a printer on a serial port: Become root with &man.su.1;. Edit the file /etc/remote. Add the following entry: printer:dv=/dev/port:br#bps-rate:pa=parity bits-per-second serial port parity Where port is the device entry for the serial port (ttyd0, ttyd1, etc.), bps-rate is the bits-per-second rate at which the printer communicates, and parity is the parity required by the printer (either even, odd, none, or zero). Here is a sample entry for a printer connected via a serial line to the third serial port at 19200 bps with no parity: printer:dv=/dev/ttyd2:br#19200:pa=none Connect to the printer with &man.tip.1;. Type: &prompt.root; tip printer If this step does not work, edit the file /etc/remote again and try using /dev/cuaaN instead of /dev/ttydN. Send data to the printer. If the printer can print plain text, then use &man.lptest.1;. Type: ~$lptest If the printer understands PostScript or other printer language, then send a small program to the printer. Type the program, line by line, very carefully as backspacing or other editing keys may be significant to the printer. You may also need to type a special end-of-file key for the printer so it knows it received the whole program. For PostScript printers, press CONTROL+D. Alternatively, you can put the program in a file and type: ~>file Where file is the name of the file containing the program. After &man.tip.1; sends the file, press any required end-of-file key. You should see something print. Do not worry if the text does not look right; we will fix that later. Enabling the Spooler: The <filename>/etc/printcap</filename> File At this point, your printer should be hooked up, your kernel configured to communicate with it (if necessary), and you have been able to send some simple data to the printer. Now, we are ready to configure LPD to control access to your printer. You configure LPD by editing the file /etc/printcap. The LPD spooling system reads this file each time the spooler is used, so updates to the file take immediate effect. printer capabilities The format of the &man.printcap.5; file is straightforward. Use your favorite text editor to make changes to /etc/printcap. The format is identical to other capability files like /usr/share/misc/termcap and /etc/remote. For complete information about the format, see the &man.cgetent.3;. The simple spooler configuration consists of the following steps: Pick a name (and a few convenient aliases) for the printer, and put them in the /etc/printcap file; see the Naming the Printer section for more information on naming. header pages Turn off header pages (which are on by default) by inserting the sh capability; see the Suppressing Header Pages section for more information. Make a spooling directory, and specify its location with the sd capability; see the Making the Spooling Directory section for more information. Set the /dev entry to use for the printer, and note it in /etc/printcap with the lp capability; see the Identifying the Printer Device for more information. Also, if the printer is on a serial port, set up the communication parameters with the fs, fc, xs, and xc capabilities; which is discussed in the Configuring Spooler Communications Parameters section. Install a plain text input filter; see the Installing the Text Filter section for details. Test the setup by printing something with the &man.lpr.1; command. More details are available in the Trying It Out and Troubleshooting sections. Language-based printers, such as PostScript printers, cannot directly print plain text. The simple setup outlined above and described in the following sections assumes that if you are installing such a printer you will print only files that the printer can understand. Users often expect that they can print plain text to any of the printers installed on your system. Programs that interface to LPD to do their printing usually make the same assumption. If you are installing such a printer and want to be able to print jobs in the printer language and print plain text jobs, you are strongly urged to add an additional step to the simple setup outlined above: install an automatic plain-text-to-PostScript (or other printer language) conversion program. The section entitled Accommodating Plain Text Jobs on PostScript Printers tells how to do this. Naming the Printer The first (easy) step is to pick a name for your printer It really does not matter whether you choose functional or whimsical names since you can also provide a number of aliases for the printer. At least one of the printers specified in the /etc/printcap should have the alias lp. This is the default printer's name. If users do not have the PRINTER environment variable nor specify a printer name on the command line of any of the LPD commands, then lp will be the default printer they get to use. Also, it is common practice to make the last alias for a printer be a full description of the printer, including make and model. Once you have picked a name and some common aliases, put them in the /etc/printcap file. The name of the printer should start in the leftmost column. Separate each alias with a vertical bar and put a colon after the last alias. In the following example, we start with a skeletal /etc/printcap that defines two printers (a Diablo 630 line printer and a Panasonic KX-P4455 PostScript laser printer): # # /etc/printcap for host rose # rattan|line|diablo|lp|Diablo 630 Line Printer: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4: In this example, the first printer is named rattan and has as aliases line, diablo, lp, and Diablo 630 Line Printer. Since it has the alias lp, it is also the default printer. The second is named bamboo, and has as aliases ps, PS, S, panasonic, and Panasonic KX-P4455 PostScript v51.4. Suppressing Header Pages printing header pages The LPD spooling system will by default print a header page for each job. The header page contains the user name who requested the job, the host from which the job came, and the name of the job, in nice large letters. Unfortunately, all this extra text gets in the way of debugging the simple printer setup, so we will suppress header pages. To suppress header pages, add the sh capability to the entry for the printer in /etc/printcap. Here is an example /etc/printcap with sh added: # # /etc/printcap for host rose - no header pages anywhere # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh: Note how we used the correct format: the first line starts in the leftmost column, and subsequent lines are indented with a single TAB. Every line in an entry except the last ends in a backslash character. Making the Spooling Directory printer spool print jobs The next step in the simple spooler setup is to make a spooling directory, a directory where print jobs reside until they are printed, and where a number of other spooler support files live. Because of the variable nature of spooling directories, it is customary to put these directories under /var/spool. It is not necessary to backup the contents of spooling directories, either. Recreating them is as simple as running &man.mkdir.1;. It is also customary to make the directory with a name that is identical to the name of the printer, as shown below: &prompt.root; mkdir /var/spool/printer-name However, if you have a lot of printers on your network, you might want to put the spooling directories under a single directory that you reserve just for printing with LPD. We will do this for our two example printers rattan and bamboo: &prompt.root; mkdir /var/spool/lpd &prompt.root; mkdir /var/spool/lpd/rattan &prompt.root; mkdir /var/spool/lpd/bamboo If you are concerned about the privacy of jobs that users print, you might want to protect the spooling directory so it is not publicly accessible. Spooling directories should be owned and be readable, writable, and searchable by user daemon and group daemon, and no one else. We will do this for our example printers: &prompt.root; chown daemon:daemon /var/spool/lpd/rattan &prompt.root; chown daemon:daemon /var/spool/lpd/bamboo &prompt.root; chmod 770 /var/spool/lpd/rattan &prompt.root; chmod 770 /var/spool/lpd/bamboo Finally, you need to tell LPD about these directories using the /etc/printcap file. You specify the pathname of the spooling directory with the sd capability: # # /etc/printcap for host rose - added spooling directories # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo: Note that the name of the printer starts in the first column but all other entries describing the printer should be indented with a tab and each line escaped with a backslash. If you do not specify a spooling directory with sd, the spooling system will use /var/spool/lpd as a default. Identifying the Printer Device In the Adding /dev Entries for the Ports section, we identified which entry in the /dev directory FreeBSD will use to communicate with the printer. Now, we tell LPD that information. When the spooling system has a job to print, it will open the specified device on behalf of the filter program (which is responsible for passing data to the printer). List the /dev entry pathname in the /etc/printcap file using the lp capability. In our running example, let us assume that rattan is on the first parallel port, and bamboo is on a sixth serial port; here are the additions to /etc/printcap: # # /etc/printcap for host rose - identified what devices to use # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5: If you do not specify the lp capability for a printer in your /etc/printcap file, LPD uses /dev/lp as a default. /dev/lp currently does not exist in FreeBSD. If the printer you are installing is connected to a parallel port, skip to the section entitled, Installing the Text Filter. Otherwise, be sure to follow the instructions in the next section. Configuring Spooler Communication Parameters printer serial For printers on serial ports, LPD can set up the bps rate, parity, and other serial communication parameters on behalf of the filter program that sends data to the printer. This is advantageous since: It lets you try different communication parameters by simply editing the /etc/printcap file; you do not have to recompile the filter program. It enables the spooling system to use the same filter program for multiple printers which may have different serial communication settings. The following /etc/printcap capabilities control serial communication parameters of the device listed in the lp capability: br#bps-rate Sets the communications speed of the device to bps-rate, where bps-rate can be 50, 75, 110, 134, 150, 200, 300, 600, 1200, 1800, 2400, 4800, 9600, 19200, or 38400 bits-per-second. fc#clear-bits Clears the flag bits clear-bits in the sgttyb structure after opening the device. fs#set-bits Sets the flag bits set-bits in the sgttyb structure. xc#clear-bits Clears local mode bits clear-bits after opening the device. xs#set-bits Sets local mode bits set-bits. For more information on the bits for the fc, fs, xc, and xs capabilities, see the file /usr/include/sys/ioctl_compat.h. When LPD opens the device specified by the lp capability, it reads the flag bits in the sgttyb structure; it clears any bits in the fc capability, then sets bits in the fs capability, then applies the resultant setting. It does the same for the local mode bits as well. Let us add to our example printer on the sixth serial port. We will set the bps rate to 38400. For the flag bits, we will set the TANDEM, ANYP, LITOUT, FLUSHO, and PASS8 flags. For the local mode bits, we will set the LITOUT and PASS8 flags: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5:fs#0x82000c1:xs#0x820: Installing the Text Filter print filters We are now ready to tell LPD what text filter to use to send jobs to the printer. A text filter, also known as an input filter, is a program that LPD runs when it has a job to print. When LPD runs the text filter for a printer, it sets the filter's standard input to the job to print, and its standard output to the printer device specified with the lp capability. The filter is expected to read the job from standard input, perform any necessary translation for the printer, and write the results to standard output, which will get printed. For more information on the text filter, see the Filters section. For our simple printer setup, the text filter can be a small shell script that just executes /bin/cat to send the job to the printer. FreeBSD comes with another filter called lpf that handles backspacing and underlining for printers that might not deal with such character streams well. And, of course, you can use any other filter program you want. The filter lpf is described in detail in section entitled lpf: a Text Filter. First, let us make the shell script /usr/local/libexec/if-simple be a simple text filter. Put the following text into that file with your favorite text editor: #!/bin/sh # # if-simple - Simple text input filter for lpd # Installed in /usr/local/libexec/if-simple # # Simply copies stdin to stdout. Ignores all filter arguments. /bin/cat && exit 0 exit 2 Make the file executable: &prompt.root; chmod 555 /usr/local/libexec/if-simple And then tell LPD to use it by specifying it with the if capability in /etc/printcap. We will add it to the two printers we have so far in the example /etc/printcap: # # /etc/printcap for host rose - added text filter # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:\ :if=/usr/local/libexec/if-simple: Turn on <application>LPD</application> &man.lpd.8; is run from /etc/rc, controlled by the lpd_enable variable. This variable defaults to NO. If you have not done so already, add the line: lpd_enable="YES" to /etc/rc.conf, and then either restart your machine, or just run &man.lpd.8;. &prompt.root; lpd Trying It Out You have reached the end of the simple LPD setup. Unfortunately, congratulations are not quite yet in order, since we still have to test the setup and correct any problems. To test the setup, try printing something. To print with the LPD system, you use the command &man.lpr.1;, which submits a job for printing. You can combine &man.lpr.1; with the &man.lptest.1; program, introduced in section Checking Printer Communications to generate some test text. To test the simple LPD setup: Type: &prompt.root; lptest 20 5 | lpr -Pprinter-name Where printer-name is a the name of a printer (or an alias) specified in /etc/printcap. To test the default printer, type &man.lpr.1; without any argument. Again, if you are testing a printer that expects PostScript, send a PostScript program in that language instead of using &man.lptest.1;. You can do so by putting the program in a file and typing lpr file. For a PostScript printer, you should get the results of the program. If you are using &man.lptest.1;, then your results should look like the following: !"#$%&'()*+,-./01234 "#$%&'()*+,-./012345 #$%&'()*+,-./0123456 $%&'()*+,-./01234567 %&'()*+,-./012345678 To further test the printer, try downloading larger programs (for language-based printers) or running &man.lptest.1; with different arguments. For example, lptest 80 60 will produce 60 lines of 80 characters each. If the printer did not work, see the Troubleshooting section. Advanced Printer Setup This section describes filters for printing specially formatted files, header pages, printing across networks, and restricting and accounting for printer usage. Filters print filters Although LPD handles network protocols, queuing, access control, and other aspects of printing, most of the real work happens in the filters. Filters are programs that communicate with the printer and handle its device dependencies and special requirements. In the simple printer setup, we installed a plain text filter—an extremely simple one that should work with most printers (section Installing the Text Filter). However, in order to take advantage of format conversion, printer accounting, specific printer quirks, and so on, you should understand how filters work. It will ultimately be the filter's responsibility to handle these aspects. And the bad news is that most of the time you have to provide filters yourself. The good news is that many are generally available; when they are not, they are usually easy to write. Also, FreeBSD comes with one, /usr/libexec/lpr/lpf, that works with many printers that can print plain text. (It handles backspacing and tabs in the file, and does accounting, but that is about all it does.) There are also several filters and filter components in the FreeBSD Ports Collection. Here is what you will find in this section: Section How Filters Work, tries to give an overview of a filter's role in the printing process. You should read this section to get an understanding of what is happening under the hood when LPD uses filters. This knowledge could help you anticipate and debug problems you might encounter as you install more and more filters on each of your printers. LPD expects every printer to be able to print plain text by default. This presents a problem for PostScript (or other language-based printers) which cannot directly print plain text. Section Accommodating Plain Text Jobs on PostScript Printers tells you what you should do to overcome this problem. You should read this section if you have a PostScript printer. PostScript is a popular output format for many programs. Even some people (myself included) write PostScript code directly. But PostScript printers are expensive. Section Simulating PostScript on Non-PostScript Printers tells how you can further modify a printer's text filter to accept and print PostScript data on a non-PostScript printer. You should read this section if you do not have a PostScript printer. Section Conversion Filters tells about a way you can automate the conversion of specific file formats, such as graphic or typesetting data, into formats your printer can understand. After reading this section, you should be able to set up your printers such that users can type lpr -t to print troff data, or lpr -d to print TeX DVI data, or lpr -v to print raster image data, and so forth. I recommend reading this section. Section Output Filters tells all about a not often used feature of LPD: output filters. Unless you are printing header pages (see Header Pages), you can probably skip that section altogether. Section lpf: a Text Filter describes lpf, a fairly complete if simple text filter for line printers (and laser printers that act like line printers) that comes with FreeBSD. If you need a quick way to get printer accounting working for plain text, or if you have a printer which emits smoke when it sees backspace characters, you should definitely consider lpf. How Filters Work As mentioned before, a filter is an executable program started by LPD to handle the device-dependent part of communicating with the printer. When LPD wants to print a file in a job, it starts a filter program. It sets the filter's standard input to the file to print, its standard output to the printer, and its standard error to the error logging file (specified in the lf capability in /etc/printcap, or /dev/console by default). troff Which filter LPD starts and the filter's arguments depend on what is listed in the /etc/printcap file and what arguments the user specified for the job on the &man.lpr.1; command line. For example, if the user typed lpr -t, LPD would start the troff filter, listed in the tf capability for the destination printer. If the user wanted to print plain text, it would start the if filter (this is mostly true: see Output Filters for details). There are three kinds of filters you can specify in /etc/printcap: The text filter, confusingly called the input filter in LPD documentation, handles regular text printing. Think of it as the default filter. LPD expects every printer to be able to print plain text by default, and it is the text filter's job to make sure backspaces, tabs, or other special characters do not confuse the printer. If you are in an environment where you have to account for printer usage, the text filter must also account for pages printed, usually by counting the number of lines printed and comparing that to the number of lines per page the printer supports. The text filter is started with the following argument list: filter-name -c -wwidth -llength -iindent -n login -h host acct-file where appears if the job is submitted with lpr -l width is the value from the pw (page width) capability specified in /etc/printcap, default 132 length is the value from the pl (page length) capability, default 66 indent is the amount of the indentation from lpr -i, default 0 login is the account name of the user printing the file host is the host name from which the job was submitted acct-file is the name of the accounting file from the af capability. printer filters A conversion filter converts a specific file format into one the printer can render onto paper. For example, ditroff typesetting data cannot be directly printed, but you can install a conversion filter for ditroff files to convert the ditroff data into a form the printer can digest and print. Section Conversion Filters tells all about them. Conversion filters also need to do accounting, if you need printer accounting. Conversion filters are started with the following arguments: filter-name -xpixel-width -ypixel-height -n login -h host acct-file where pixel-width is the value from the px capability (default 0) and pixel-height is the value from the py capability (default 0). The output filter is used only if there is no text filter, or if header pages are enabled. In my experience, output filters are rarely used. Section Output Filters describe them. There are only two arguments to an output filter: filter-name -wwidth -llength which are identical to the text filters and arguments. Filters should also exit with the following exit status: exit 0 If the filter printed the file successfully. exit 1 If the filter failed to print the file but wants LPD to try to print the file again. LPD will restart a filter if it exits with this status. exit 2 If the filter failed to print the file and does not want LPD to try again. LPD will throw out the file. The text filter that comes with the FreeBSD release, /usr/libexec/lpr/lpf, takes advantage of the page width and length arguments to determine when to send a form feed and how to account for printer usage. It uses the login, host, and accounting file arguments to make the accounting entries. If you are shopping for filters, see if they are LPD-compatible. If they are, they must support the argument lists described above. If you plan on writing filters for general use, then have them support the same argument lists and exit codes. Accommodating Plain Text Jobs on PostScript Printers print jobs If you are the only user of your computer and PostScript (or other language-based) printer, and you promise to never send plain text to your printer and to never use features of various programs that will want to send plain text to your printer, then you do not need to worry about this section at all. But, if you would like to send both PostScript and plain text jobs to the printer, then you are urged to augment your printer setup. To do so, we have the text filter detect if the arriving job is plain text or PostScript. All PostScript jobs must start with %! (for other printer languages, see your printer documentation). If those are the first two characters in the job, we have PostScript, and can pass the rest of the job directly. If those are not the first two characters in the file, then the filter will convert the text into PostScript and print the result. How do we do this? printer serial If you have got a serial printer, a great way to do it is to install lprps. lprps is a PostScript printer filter which performs two-way communication with the printer. It updates the printer's status file with verbose information from the printer, so users and administrators can see exactly what the state of the printer is (such as toner low or paper jam). But more importantly, it includes a program called psif which detects whether the incoming job is plain text and calls textps (another program that comes with lprps) to convert it to PostScript. It then uses lprps to send the job to the printer. lprps is part of the FreeBSD Ports Collection (see The Ports Collection). You can fetch, build and install it yourself, of course. After installing lprps, just specify the pathname to the psif program that is part of lprps. If you installed lprps from the ports collection, use the following in the serial PostScript printer's entry in /etc/printcap: :if=/usr/local/libexec/psif: You should also specify the rw capability; that tells LPD to open the printer in read-write mode. If you have a parallel PostScript printer (and therefore cannot use two-way communication with the printer, which lprps needs), you can use the following shell script as the text filter: #!/bin/sh # # psif - Print PostScript or plain text on a PostScript printer # Script version; NOT the version that comes with lprps # Installed in /usr/local/libexec/psif # read first_line first_two_chars=`expr "$first_line" : '\(..\)'` if [ "$first_two_chars" = "%!" ]; then # # PostScript job, print it. # echo "$first_line" && cat && printf "\004" && exit 0 exit 2 else # # Plain text, convert it, then print it. # ( echo "$first_line"; cat ) | /usr/local/bin/textps && printf "\004" && exit 0 exit 2 fi In the above script, textps is a program we installed separately to convert plain text to PostScript. You can use any text-to-PostScript program you wish. The FreeBSD Ports Collection (see The Ports Collection) includes a full featured text-to-PostScript program called a2ps that you might want to investigate. Simulating PostScript on Non-PostScript Printers PostScript emulating Ghostscript PostScript is the de facto standard for high quality typesetting and printing. PostScript is, however, an expensive standard. Thankfully, Alladin Enterprises has a free PostScript work-alike called Ghostscript that runs with FreeBSD. Ghostscript can read most PostScript files and can render their pages onto a variety of devices, including many brands of non-PostScript printers. By installing Ghostscript and using a special text filter for your printer, you can make your non-PostScript printer act like a real PostScript printer. Ghostscript is in the FreeBSD Ports Collection, if you would like to install it from there. You can fetch, build, and install it quite easily yourself, as well. To simulate PostScript, we have the text filter detect if it is printing a PostScript file. If it is not, then the filter will pass the file directly to the printer; otherwise, it will use Ghostscript to first convert the file into a format the printer will understand. Here is an example: the following script is a text filter for Hewlett Packard DeskJet 500 printers. For other printers, substitute the argument to the gs (Ghostscript) command. (Type gs -h to get a list of devices the current installation of Ghostscript supports.) #!/bin/sh # # ifhp - Print Ghostscript-simulated PostScript on a DeskJet 500 # Installed in /usr/local/libexec/hpif # # Treat LF as CR+LF: # printf "\033&k2G" || exit 2 # # Read first two characters of the file # read first_line first_two_chars=`expr "$first_line" : '\(..\)'` if [ "$first_two_chars" = "%!" ]; then # # It is PostScript; use Ghostscript to scan-convert and print it. # # Note that PostScript files are actually interpreted programs, # and those programs are allowed to write to stdout, which will # mess up the printed output. So, we redirect stdout to stderr # and then make descriptor 3 go to stdout, and have Ghostscript # write its output there. Exercise for the clever reader: # capture the stderr output from Ghostscript and mail it back to # the user originating the print job. # exec 3>&1 1>&2 /usr/local/bin/gs -dSAFER -dNOPAUSE -q -sDEVICE=djet500 \ -sOutputFile=/dev/fd/3 - && exit 0 # /usr/local/bin/gs -dSAFER -dNOPAUSE -q -sDEVICE=djet500 -sOutputFile=- - \ && exit 0 else # # Plain text or HP/PCL, so just print it directly; print a form feed # at the end to eject the last page. # echo $first_line && cat && printf "\033&l0H" && exit 0 fi exit 2 Finally, you need to notify LPD of the filter via the if capability: :if=/usr/local/libexec/hpif: That is it. You can type lpr plain.text and lpr whatever.ps and both should print successfully. Conversion Filters After completing the simple setup described in Simple Printer Setup, the first thing you will probably want to do is install conversion filters for your favorite file formats (besides plain ASCII text). Why Install Conversion Filters? TeX printing dvi files Conversion filters make printing various kinds of files easy. As an example, suppose we do a lot of work with the TeX typesetting system, and we have a PostScript printer. Every time we generate a DVI file from TeX, we cannot print it directly until we convert the DVI file into PostScript. The command sequence goes like this: &prompt.user; dvips seaweed-analysis.dvi &prompt.user; lpr seaweed-analysis.ps By installing a conversion filter for DVI files, we can skip the hand conversion step each time by having LPD do it for us. Now, each time we get a DVI file, we are just one step away from printing it: &prompt.user; lpr -d seaweed-analysis.dvi We got LPD to do the DVI file conversion for us by specifying the option. Section Formatting and Conversion Options lists the conversion options. For each of the conversion options you want a printer to support, install a conversion filter and specify its pathname in /etc/printcap. A conversion filter is like the text filter for the simple printer setup (see section Installing the Text Filter) except that instead of printing plain text, the filter converts the file into a format the printer can understand. Which Conversions Filters Should I Install? You should install the conversion filters you expect to use. If you print a lot of DVI data, then a DVI conversion filter is in order. If you have got plenty of troff to print out, then you probably want a troff filter. The following table summarizes the filters that LPD works with, their capability entries for the /etc/printcap file, and how to invoke them with the lpr command: File type /etc/printcap capability lpr option cifplot cf DVI df plot gf ditroff nf FORTRAN text rf troff rf raster vf plain text if none, , or In our example, using lpr -d means the printer needs a df capability in its entry in /etc/printcap. fortran Despite what others might contend, formats like FORTRAN text and plot are probably obsolete. At your site, you can give new meanings to these or any of the formatting options just by installing custom filters. For example, suppose you would like to directly print Printerleaf files (files from the Interleaf desktop publishing program), but will never print plot files. You could install a Printerleaf conversion filter under the gf capability and then educate your users that lpr -g mean print Printerleaf files. Installing Conversion Filters Since conversion filters are programs you install outside of the base FreeBSD installation, they should probably go under /usr/local. The directory /usr/local/libexec is a popular location, since they are specialized programs that only LPD will run; regular users should not ever need to run them. To enable a conversion filter, specify its pathname under the appropriate capability for the destination printer in /etc/printcap. In our example, we will add the DVI conversion filter to the entry for the printer named bamboo. Here is the example /etc/printcap file again, with the new df capability for the printer bamboo. # # /etc/printcap for host rose - added df filter for bamboo # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: The DVI filter is a shell script named /usr/local/libexec/psdf. Here is that script: #!bin/sh # # psdf - DVI to PostScript printer filter # Installed in /usr/local/libexec/psdf # # Invoked by lpd when user runs lpr -d # exec /usr/local/bin/dvips -f | /usr/local/libexec/lprps "$@" This script runs dvips in filter mode (the argument) on standard input, which is the job to print. It then starts the PostScript printer filter lprps (see section Accommodating Plain Text Jobs on PostScript Printers) with the arguments LPD passed to this script. lprps will use those arguments to account for the pages printed. More Conversion Filter Examples Since there is no fixed set of steps to install conversion filters, let me instead provide more examples. Use these as guidance to making your own filters. Use them directly, if appropriate. This example script is a raster (well, GIF file, actually) conversion filter for a Hewlett Packard LaserJet III-Si printer: #!/bin/sh # # hpvf - Convert GIF files into HP/PCL, then print # Installed in /usr/local/libexec/hpvf PATH=/usr/X11R6/bin:$PATH; export PATH giftopnm | ppmtopgm | pgmtopbm | pbmtolj -resolution 300 \ && exit 0 \ || exit 2 It works by converting the GIF file into a portable anymap, converting that into a portable graymap, converting that into a portable bitmap, and converting that into LaserJet/PCL-compatible data. Here is the /etc/printcap file with an entry for a printer using the above filter: # # /etc/printcap for host orchid # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sh:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/hpif:\ :vf=/usr/local/libexec/hpvf: The following script is a conversion filter for troff data from the groff typesetting system for the PostScript printer named bamboo: #!/bin/sh # # pstf - Convert groff's troff data into PS, then print. # Installed in /usr/local/libexec/pstf # exec grops | /usr/local/libexec/lprps "$@" The above script makes use of lprps again to handle the communication with the printer. If the printer were on a parallel port, we would use this script instead: #!/bin/sh # # pstf - Convert groff's troff data into PS, then print. # Installed in /usr/local/libexec/pstf # exec grops That is it. Here is the entry we need to add to /etc/printcap to enable the filter: :tf=/usr/local/libexec/pstf: Here is an example that might make old hands at FORTRAN blush. It is a FORTRAN-text filter for any printer that can directly print plain text. We will install it for the printer teak: #!/bin/sh # # hprf - FORTRAN text filter for LaserJet 3si: # Installed in /usr/local/libexec/hprf # printf "\033&k2G" && fpr && printf "\033&l0H" && exit 0 exit 2 And we will add this line to the /etc/printcap for the printer teak to enable this filter: :rf=/usr/local/libexec/hprf: Here is one final, somewhat complex example. We will add a DVI filter to the LaserJet printer teak introduced earlier. First, the easy part: updating /etc/printcap with the location of the DVI filter: :df=/usr/local/libexec/hpdf: Now, for the hard part: making the filter. For that, we need a DVI-to-LaserJet/PCL conversion program. The FreeBSD Ports Collection (see The Ports Collection) has one: dvi2xx is the name of the package. Installing this package gives us the program we need, dvilj2p, which converts DVI into LaserJet IIp, LaserJet III, and LaserJet 2000 compatible codes. dvilj2p makes the filter hpdf quite complex since dvilj2p cannot read from standard input. It wants to work with a filename. What is worse, the filename has to end in .dvi so using /dev/fd/0 for standard input is problematic. We can get around that problem by linking (symbolically) a temporary file name (one that ends in .dvi) to /dev/fd/0, thereby forcing dvilj2p to read from standard input. The only other fly in the ointment is the fact that we cannot use /tmp for the temporary link. Symbolic links are owned by user and group bin. The filter runs as user daemon. And the /tmp directory has the sticky bit set. The filter can create the link, but it will not be able clean up when done and remove it since the link will belong to a different user. Instead, the filter will make the symbolic link in the current working directory, which is the spooling directory (specified by the sd capability in /etc/printcap). This is a perfect place for filters to do their work, especially since there is (sometimes) more free disk space in the spooling directory than under /tmp. Here, finally, is the filter: #!/bin/sh # # hpdf - Print DVI data on HP/PCL printer # Installed in /usr/local/libexec/hpdf PATH=/usr/local/bin:$PATH; export PATH # # Define a function to clean up our temporary files. These exist # in the current directory, which will be the spooling directory # for the printer. # cleanup() { rm -f hpdf$$.dvi } # # Define a function to handle fatal errors: print the given message # and exit 2. Exiting with 2 tells LPD to do not try to reprint the # job. # fatal() { echo "$@" 1>&2 cleanup exit 2 } # # If user removes the job, LPD will send SIGINT, so trap SIGINT # (and a few other signals) to clean up after ourselves. # trap cleanup 1 2 15 # # Make sure we are not colliding with any existing files. # cleanup # # Link the DVI input file to standard input (the file to print). # ln -s /dev/fd/0 hpdf$$.dvi || fatal "Cannot symlink /dev/fd/0" # # Make LF = CR+LF # printf "\033&k2G" || fatal "Cannot initialize printer" # # Convert and print. Return value from dvilj2p does not seem to be # reliable, so we ignore it. # dvilj2p -M1 -q -e- dfhp$$.dvi # # Clean up and exit # cleanup exit 0 Automated Conversion: An Alternative To Conversion Filters All these conversion filters accomplish a lot for your printing environment, but at the cost forcing the user to specify (on the &man.lpr.1; command line) which one to use. If your users are not particularly computer literate, having to specify a filter option will become annoying. What is worse, though, is that an incorrectly specified filter option may run a filter on the wrong type of file and cause your printer to spew out hundreds of sheets of paper. Rather than install conversion filters at all, you might want to try having the text filter (since it is the default filter) detect the type of file it has been asked to print and then automatically run the right conversion filter. Tools such as file can be of help here. Of course, it will be hard to determine the differences between some file types—and, of course, you can still provide conversion filters just for them. apsfilter printer filters apsfilter The FreeBSD Ports Collection has a text filter that performs automatic conversion called apsfilter. It can detect plain text, PostScript, and DVI files, run the proper conversions, and print. Output Filters The LPD spooling system supports one other type of filter that we have not yet explored: an output filter. An output filter is intended for printing plain text only, like the text filter, but with many simplifications. If you are using an output filter but no text filter, then: LPD starts an output filter once for the entire job instead of once for each file in the job. LPD does not make any provision to identify the start or the end of files within the job for the output filter. LPD does not pass the user's login or host to the filter, so it is not intended to do accounting. In fact, it gets only two arguments: filter-name -wwidth -llength Where width is from the pw capability and length is from the pl capability for the printer in question. Do not be seduced by an output filter's simplicity. If you would like each file in a job to start on a different page an output filter will not work. Use a text filter (also known as an input filter); see section Installing the Text Filter. Furthermore, an output filter is actually more complex in that it has to examine the byte stream being sent to it for special flag characters and must send signals to itself on behalf of LPD. However, an output filter is necessary if you want header pages and need to send escape sequences or other initialization strings to be able to print the header page. (But it is also futile if you want to charge header pages to the requesting user's account, since LPD does not give any user or host information to the output filter.) On a single printer, LPD allows both an output filter and text or other filters. In such cases, LPD will start the output filter to print the header page (see section Header Pages) only. LPD then expects the output filter to stop itself by sending two bytes to the filter: ASCII 031 followed by ASCII 001. When an output filter sees these two bytes (031, 001), it should stop by sending SIGSTOP to itself. When LPD's done running other filters, it will restart the output filter by sending SIGCONT to it. If there is an output filter but no text filter and LPD is working on a plain text job, LPD uses the output filter to do the job. As stated before, the output filter will print each file of the job in sequence with no intervening form feeds or other paper advancement, and this is probably not what you want. In almost all cases, you need a text filter. The program lpf, which we introduced earlier as a text filter, can also run as an output filter. If you need a quick-and-dirty output filter but do not want to write the byte detection and signal sending code, try lpf. You can also wrap lpf in a shell script to handle any initialization codes the printer might require. <command>lpf</command>: a Text Filter The program /usr/libexec/lpr/lpf that comes with FreeBSD binary distribution is a text filter (input filter) that can indent output (job submitted with lpr -i), allow literal characters to pass (job submitted with lpr -l), adjust the printing position for backspaces and tabs in the job, and account for pages printed. It can also act like an output filter. lpf is suitable for many printing environments. And although it has no capability to send initialization sequences to a printer, it is easy to write a shell script to do the needed initialization and then execute lpf. page accounting accounting printer In order for lpf to do page accounting correctly, it needs correct values filled in for the pw and pl capabilities in the /etc/printcap file. It uses these values to determine how much text can fit on a page and how many pages were in a user's job. For more information on printer accounting, see Accounting for Printer Usage. Header Pages If you have lots of users, all of them using various printers, then you probably want to consider header pages as a necessary evil. banner pages header pages header pages Header pages, also known as banner or burst pages identify to whom jobs belong after they are printed. They are usually printed in large, bold letters, perhaps with decorative borders, so that in a stack of printouts they stand out from the real documents that comprise users' jobs. They enable users to locate their jobs quickly. The obvious drawback to a header page is that it is yet one more sheet that has to be printed for every job, their ephemeral usefulness lasting not more than a few minutes, ultimately finding themselves in a recycling bin or rubbish heap. (Note that header pages go with each job, not each file in a job, so the paper waste might not be that bad.) The LPD system can provide header pages automatically for your printouts if your printer can directly print plain text. If you have a PostScript printer, you will need an external program to generate the header page; see Header Pages on PostScript Printers. Enabling Header Pages In the Simple Printer Setup, we turned off header pages by specifying sh (meaning suppress header) in the /etc/printcap file. To enable header pages for a printer, just remove the sh capability. Sounds too easy, right? You are right. You might have to provide an output filter to send initialization strings to the printer. Here is an example output filter for Hewlett Packard PCL-compatible printers: #!/bin/sh # # hpof - Output filter for Hewlett Packard PCL-compatible printers # Installed in /usr/local/libexec/hpof printf "\033&k2G" || exit 2 exec /usr/libexec/lpr/lpf Specify the path to the output filter in the of capability. See Output Filters for more information. Here is an example /etc/printcap file for the printer teak that we introduced earlier; we enabled header pages and added the above output filter: # # /etc/printcap for host orchid # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/hpif:\ :vf=/usr/local/libexec/hpvf:\ :of=/usr/local/libexec/hpof: Now, when users print jobs to teak, they get a header page with each job. If users want to spend time searching for their printouts, they can suppress header pages by submitting the job with lpr -h; see Header Page Options for more &man.lpr.1; options. LPD prints a form feed character after the header page. If your printer uses a different character or sequence of characters to eject a page, specify them with the ff capability in /etc/printcap. Controlling Header Pages By enabling header pages, LPD will produce a long header, a full page of large letters identifying the user, host, and job. Here is an example (kelly printed the job named outline from host rose): k ll ll k l l k l l k k eeee l l y y k k e e l l y y k k eeeeee l l y y kk k e l l y y k k e e l l y yy k k eeee lll lll yyy y y y y yyyy ll t l i t l oooo u u ttttt l ii n nnn eeee o o u u t l i nn n e e o o u u t l i n n eeeeee o o u u t l i n n e o o u uu t t l i n n e e oooo uuu u tt lll iii n n eeee r rrr oooo ssss eeee rr r o o s s e e r o o ss eeeeee r o o ss e r o o s s e e r oooo ssss eeee Job: outline Date: Sun Sep 17 11:04:58 1995 LPD appends a form feed after this text so the job starts on a new page (unless you have sf (suppress form feeds) in the destination printer's entry in /etc/printcap). If you prefer, LPD can make a short header; specify sb (short banner) in the /etc/printcap file. The header page will look like this: rose:kelly Job: outline Date: Sun Sep 17 11:07:51 1995 Also by default, LPD prints the header page first, then the job. To reverse that, specify hl (header last) in /etc/printcap. Accounting for Header Pages Using LPD's built-in header pages enforces a particular paradigm when it comes to printer accounting: header pages must be free of charge. Why? Because the output filter is the only external program that will have control when the header page is printed that could do accounting, and it is not provided with any user or host information or an accounting file, so it has no idea whom to charge for printer use. It is also not enough to just add one page to the text filter or any of the conversion filters (which do have user and host information) since users can suppress header pages with lpr -h. They could still be charged for header pages they did not print. Basically, lpr -h will be the preferred option of environmentally-minded users, but you cannot offer any incentive to use it. It is still not enough to have each of the filters generate their own header pages (thereby being able to charge for them). If users wanted the option of suppressing the header pages with lpr -h, they will still get them and be charged for them since LPD does not pass any knowledge of the option to any of the filters. So, what are your options? You can: Accept LPD's paradigm and make header pages free. Install an alternative to LPD, such as LPRng. Section Alternatives to the Standard Spooler tells more about other spooling software you can substitute for LPD. Write a smart output filter. Normally, an output filter is not meant to do anything more than initialize a printer or do some simple character conversion. It is suited for header pages and plain text jobs (when there is no text (input) filter). But, if there is a text filter for the plain text jobs, then LPD will start the output filter only for the header pages. And the output filter can parse the header page text that LPD generates to determine what user and host to charge for the header page. The only other problem with this method is that the output filter still does not know what accounting file to use (it is not passed the name of the file from the af capability), but if you have a well-known accounting file, you can hard-code that into the output filter. To facilitate the parsing step, use the sh (short header) capability in /etc/printcap. Then again, all that might be too much trouble, and users will certainly appreciate the more generous system administrator who makes header pages free. Header Pages on PostScript Printers As described above, LPD can generate a plain text header page suitable for many printers. Of course, PostScript cannot directly print plain text, so the header page feature of LPD is useless—or mostly so. One obvious way to get header pages is to have every conversion filter and the text filter generate the header page. The filters should use the user and host arguments to generate a suitable header page. The drawback of this method is that users will always get a header page, even if they submit jobs with lpr -h. Let us explore this method. The following script takes three arguments (user login name, host name, and job name) and makes a simple PostScript header page: #!/bin/sh # # make-ps-header - make a PostScript header page on stdout # Installed in /usr/local/libexec/make-ps-header # # # These are PostScript units (72 to the inch). Modify for A4 or # whatever size paper you are using: # page_width=612 page_height=792 border=72 # # Check arguments # if [ $# -ne 3 ]; then echo "Usage: `basename $0` <user> <host> <job>" 1>&2 exit 1 fi # # Save these, mostly for readability in the PostScript, below. # user=$1 host=$2 job=$3 date=`date` # # Send the PostScript code to stdout. # exec cat <<EOF %!PS % % Make sure we do not interfere with user's job that will follow % save % % Make a thick, unpleasant border around the edge of the paper. % $border $border moveto $page_width $border 2 mul sub 0 rlineto 0 $page_height $border 2 mul sub rlineto currentscreen 3 -1 roll pop 100 3 1 roll setscreen $border 2 mul $page_width sub 0 rlineto closepath 0.8 setgray 10 setlinewidth stroke 0 setgray % % Display user's login name, nice and large and prominent % /Helvetica-Bold findfont 64 scalefont setfont $page_width ($user) stringwidth pop sub 2 div $page_height 200 sub moveto ($user) show % % Now show the boring particulars % /Helvetica findfont 14 scalefont setfont /y 200 def [ (Job:) (Host:) (Date:) ] { 200 y moveto show /y y 18 sub def } forall /Helvetica-Bold findfont 14 scalefont setfont /y 200 def [ ($job) ($host) ($date) ] { 270 y moveto show /y y 18 sub def } forall % % That is it % restore showpage EOF Now, each of the conversion filters and the text filter can call this script to first generate the header page, and then print the user's job. Here is the DVI conversion filter from earlier in this document, modified to make a header page: #!/bin/sh # # psdf - DVI to PostScript printer filter # Installed in /usr/local/libexec/psdf # # Invoked by lpd when user runs lpr -d # orig_args="$@" fail() { echo "$@" 1>&2 exit 2 } while getopts "x:y:n:h:" option; do case $option in x|y) ;; # Ignore n) login=$OPTARG ;; h) host=$OPTARG ;; *) echo "LPD started `basename $0` wrong." 1>&2 exit 2 ;; esac done [ "$login" ] || fail "No login name" [ "$host" ] || fail "No host name" ( /usr/local/libexec/make-ps-header $login $host "DVI File" /usr/local/bin/dvips -f ) | eval /usr/local/libexec/lprps $orig_args Notice how the filter has to parse the argument list in order to determine the user and host name. The parsing for the other conversion filters is identical. The text filter takes a slightly different set of arguments, though (see section How Filters Work). As we have mentioned before, the above scheme, though fairly simple, disables the suppress header page option (the option) to lpr. If users wanted to save a tree (or a few pennies, if you charge for header pages), they would not be able to do so, since every filter's going to print a header page with every job. To allow users to shut off header pages on a per-job basis, you will need to use the trick introduced in section Accounting for Header Pages: write an output filter that parses the LPD-generated header page and produces a PostScript version. If the user submits the job with lpr -h, then LPD will not generate a header page, and neither will your output filter. Otherwise, your output filter will read the text from LPD and send the appropriate header page PostScript code to the printer. If you have a PostScript printer on a serial line, you can make use of lprps, which comes with an output filter, psof, which does the above. Note that psof does not charge for header pages. Networked Printing printer network network printing FreeBSD supports networked printing: sending jobs to remote printers. Networked printing generally refers to two different things: Accessing a printer attached to a remote host. You install a printer that has a conventional serial or parallel interface on one host. Then, you set up LPD to enable access to the printer from other hosts on the network. Section Printers Installed on Remote Hosts tells how to do this. Accessing a printer attached directly to a network. The printer has a network interface in addition (or in place of) a more conventional serial or parallel interface. Such a printer might work as follows: It might understand the LPD protocol and can even queue jobs from remote hosts. In this case, it acts just like a regular host running LPD. Follow the same procedure in section Printers Installed on Remote Hosts to set up such a printer. It might support a data stream network connection. In this case, you attach the printer to one host on the network by making that host responsible for spooling jobs and sending them to the printer. Section Printers with Networked Data Stream Interfaces gives some suggestions on installing such printers. Printers Installed on Remote Hosts The LPD spooling system has built-in support for sending jobs to other hosts also running LPD (or are compatible with LPD). This feature enables you to install a printer on one host and make it accessible from other hosts. It also works with printers that have network interfaces that understand the LPD protocol. To enable this kind of remote printing, first install a printer on one host, the printer host, using the simple printer setup described in Simple Printer Setup. Do any advanced setup in Advanced Printer Setup that you need. Make sure to test the printer and see if it works with the features of LPD you have enabled. Also ensure that the local host has authorization to use the LPD service in the remote host (see Restricting Jobs from Remote Printers). printer network network printing If you are using a printer with a network interface that is compatible with LPD, then the printer host in the discussion below is the printer itself, and the printer name is the name you configured for the printer. See the documentation that accompanied your printer and/or printer-network interface. If you are using a Hewlett Packard Laserjet then the printer name text will automatically perform the LF to CRLF conversion for you, so you will not require the hpif script. Then, on the other hosts you want to have access to the printer, make an entry in their /etc/printcap files with the following: Name the entry anything you want. For simplicity, though, you probably want to use the same name and aliases as on the printer host. Leave the lp capability blank, explicitly (:lp=:). Make a spooling directory and specify its location in the sd capability. LPD will store jobs here before they get sent to the printer host. Place the name of the printer host in the rm capability. Place the printer name on the printer host in the rp capability. That is it. You do not need to list conversion filters, page dimensions, or anything else in the /etc/printcap file. Here is an example. The host rose has two printers, bamboo and rattan. We will enable users on the host orchid to print to those printers. Here is the /etc/printcap file for orchid (back from section Enabling Header Pages). It already had the entry for the printer teak; we have added entries for the two printers on the host rose: # # /etc/printcap for host orchid - added (remote) printers on rose # # # teak is local; it is connected directly to orchid: # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/ifhp:\ :vf=/usr/local/libexec/vfhp:\ :of=/usr/local/libexec/ofhp: # # rattan is connected to rose; send jobs for rattan to rose: # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :lp=:rm=rose:rp=rattan:sd=/var/spool/lpd/rattan: # # bamboo is connected to rose as well: # bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :lp=:rm=rose:rp=bamboo:sd=/var/spool/lpd/bamboo: Then, we just need to make spooling directories on orchid: &prompt.root; mkdir -p /var/spool/lpd/rattan /var/spool/lpd/bamboo &prompt.root; chmod 770 /var/spool/lpd/rattan /var/spool/lpd/bamboo &prompt.root; chown daemon:daemon /var/spool/lpd/rattan /var/spool/lpd/bamboo Now, users on orchid can print to rattan and bamboo. If, for example, a user on orchid typed &prompt.user; lpr -P bamboo -d sushi-review.dvi the LPD system on orchid would copy the job to the spooling directory /var/spool/lpd/bamboo and note that it was a DVI job. As soon as the host rose has room in its bamboo spooling directory, the two LPDs would transfer the file to rose. The file would wait in rose's queue until it was finally printed. It would be converted from DVI to PostScript (since bamboo is a PostScript printer) on rose. Printers with Networked Data Stream Interfaces Often, when you buy a network interface card for a printer, you can get two versions: one which emulates a spooler (the more expensive version), or one which just lets you send data to it as if you were using a serial or parallel port (the cheaper version). This section tells how to use the cheaper version. For the more expensive one, see the previous section Printers Installed on Remote Hosts. The format of the /etc/printcap file lets you specify what serial or parallel interface to use, and (if you are using a serial interface), what baud rate, whether to use flow control, delays for tabs, conversion of newlines, and more. But there is no way to specify a connection to a printer that is listening on a TCP/IP or other network port. To send data to a networked printer, you need to develop a communications program that can be called by the text and conversion filters. Here is one such example: the script netprint takes all data on standard input and sends it to a network-attached printer. We specify the hostname of the printer as the first argument and the port number to which to connect as the second argument to netprint. Note that this supports one-way communication only (FreeBSD to printer); many network printers support two-way communication, and you might want to take advantage of that (to get printer status, perform accounting, etc.). #!/usr/bin/perl # # netprint - Text filter for printer attached to network # Installed in /usr/local/libexec/netprint # $#ARGV eq 1 || die "Usage: $0 <printer-hostname> <port-number>"; $printer_host = $ARGV[0]; $printer_port = $ARGV[1]; require 'sys/socket.ph'; ($ignore, $ignore, $protocol) = getprotobyname('tcp'); ($ignore, $ignore, $ignore, $ignore, $address) = gethostbyname($printer_host); $sockaddr = pack('S n a4 x8', &AF_INET, $printer_port, $address); socket(PRINTER, &PF_INET, &SOCK_STREAM, $protocol) || die "Can't create TCP/IP stream socket: $!"; connect(PRINTER, $sockaddr) || die "Can't contact $printer_host: $!"; while (<STDIN>) { print PRINTER; } exit 0; We can then use this script in various filters. Suppose we had a Diablo 750-N line printer connected to the network. The printer accepts data to print on port number 5100. The host name of the printer is scrivener. Here is the text filter for the printer: #!/bin/sh # # diablo-if-net - Text filter for Diablo printer `scrivener' listening # on port 5100. Installed in /usr/local/libexec/diablo-if-net # exec /usr/libexec/lpr/lpf "$@" | /usr/local/libexec/netprint scrivener 5100 Restricting Printer Usage printer restricting access to This section gives information on restricting printer usage. The LPD system lets you control who can access a printer, both locally or remotely, whether they can print multiple copies, how large their jobs can be, and how large the printer queues can get. Restricting Multiple Copies The LPD system makes it easy for users to print multiple copies of a file. Users can print jobs with lpr -#5 (for example) and get five copies of each file in the job. Whether this is a good thing is up to you. If you feel multiple copies cause unnecessary wear and tear on your printers, you can disable the option to &man.lpr.1; by adding the sc capability to the /etc/printcap file. When users submit jobs with the option, they will see: lpr: multiple copies are not allowed Note that if you have set up access to a printer remotely (see section Printers Installed on Remote Hosts), you need the sc capability on the remote /etc/printcap files as well, or else users will still be able to submit multiple-copy jobs by using another host. Here is an example. This is the /etc/printcap file for the host rose. The printer rattan is quite hearty, so we will allow multiple copies, but the laser printer bamboo is a bit more delicate, so we will disable multiple copies by adding the sc capability: # # /etc/printcap for host rose - restrict multiple copies on bamboo # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: Now, we also need to add the sc capability on the host orchid's /etc/printcap (and while we are at it, let us disable multiple copies for the printer teak): # # /etc/printcap for host orchid - no multiple copies for local # printer teak or remote printer bamboo teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sd=/var/spool/lpd/teak:mx#0:sc:\ :if=/usr/local/libexec/ifhp:\ :vf=/usr/local/libexec/vfhp:\ :of=/usr/local/libexec/ofhp: rattan|line|diablo|lp|Diablo 630 Line Printer:\ :lp=:rm=rose:rp=rattan:sd=/var/spool/lpd/rattan: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :lp=:rm=rose:rp=bamboo:sd=/var/spool/lpd/bamboo:sc: By using the sc capability, we prevent the use of lpr -#, but that still does not prevent users from running &man.lpr.1; multiple times, or from submitting the same file multiple times in one job like this: &prompt.user; lpr forsale.sign forsale.sign forsale.sign forsale.sign forsale.sign There are many ways to prevent this abuse (including ignoring it) which you are free to explore. Restricting Access To Printers You can control who can print to what printers by using the Unix group mechanism and the rg capability in /etc/printcap. Just place the users you want to have access to a printer in a certain group, and then name that group in the rg capability. Users outside the group (including root) will be greeted with lpr: Not a member of the restricted group if they try to print to the controlled printer. As with the sc (suppress multiple copies) capability, you need to specify rg on remote hosts that also have access to your printers, if you feel it is appropriate (see section Printers Installed on Remote Hosts). For example, we will let anyone access the printer rattan, but only those in group artists can use bamboo. Here is the familiar /etc/printcap for host rose: # # /etc/printcap for host rose - restricted group for bamboo # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:rg=artists:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: Let us leave the other example /etc/printcap file (for the host orchid) alone. Of course, anyone on orchid can print to bamboo. It might be the case that we only allow certain logins on orchid anyway, and want them to have access to the printer. Or not. There can be only one restricted group per printer. Controlling Sizes of Jobs Submitted print jobs If you have many users accessing the printers, you probably need to put an upper limit on the sizes of the files users can submit to print. After all, there is only so much free space on the filesystem that houses the spooling directories, and you also need to make sure there is room for the jobs of other users. print jobs controlling LPD enables you to limit the maximum byte size a file in a job can be with the mx capability. The units are in BUFSIZ blocks, which are 1024 bytes. If you put a zero for this capability, there will be no limit on file size; however, if no mx capability is specified, then a default limit of 1000 blocks will be used. The limit applies to files in a job, and not the total job size. LPD will not refuse a file that is larger than the limit you place on a printer. Instead, it will queue as much of the file up to the limit, which will then get printed. The rest will be discarded. Whether this is correct behavior is up for debate. Let us add limits to our example printers rattan and bamboo. Since those artists' PostScript files tend to be large, we will limit them to five megabytes. We will put no limit on the plain text line printer: # # /etc/printcap for host rose # # # No limit on job size: # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:mx#0:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: # # Limit of five megabytes: # bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:rg=artists:mx#5000:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: Again, the limits apply to the local users only. If you have set up access to your printers remotely, remote users will not get those limits. You will need to specify the mx capability in the remote /etc/printcap files as well. See section Printers Installed on Remote Hosts for more information on remote printing. There is another specialized way to limit job sizes from remote printers; see section Restricting Jobs from Remote Printers. Restricting Jobs from Remote Printers The LPD spooling system provides several ways to restrict print jobs submitted from remote hosts: Host restrictions You can control from which remote hosts a local LPD accepts requests with the files /etc/hosts.equiv and /etc/hosts.lpd. LPD checks to see if an incoming request is from a host listed in either one of these files. If not, LPD refuses the request. The format of these files is simple: one host name per line. Note that the file /etc/hosts.equiv is also used by the &man.ruserok.3; protocol, and affects programs like &man.rsh.1; and &man.rcp.1;, so be careful. For example, here is the /etc/hosts.lpd file on the host rose: orchid violet madrigal.fishbaum.de This means rose will accept requests from the hosts orchid, violet, and madrigal.fishbaum.de. If any other host tries to access rose's LPD, the job will be refused. Size restrictions You can control how much free space there needs to remain on the filesystem where a spooling directory resides. Make a file called minfree in the spooling directory for the local printer. Insert in that file a number representing how many disk blocks (512 bytes) of free space there has to be for a remote job to be accepted. This lets you insure that remote users will not fill your filesystem. You can also use it to give a certain priority to local users: they will be able to queue jobs long after the free disk space has fallen below the amount specified in the minfree file. For example, let us add a minfree file for the printer bamboo. We examine /etc/printcap to find the spooling directory for this printer; here is bamboo's entry: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:rg=artists:mx#5000:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:rw:mx#5000:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: The spooling directory is given in the sd capability. We will make three megabytes (which is 6144 disk blocks) the amount of free disk space that must exist on the filesystem for LPD to accept remote jobs: &prompt.root; echo 6144 > /var/spool/lpd/bamboo/minfree User restrictions You can control which remote users can print to local printers by specifying the rs capability in /etc/printcap. When rs appears in the entry for a locally-attached printer, LPD will accept jobs from remote hosts if the user submitting the job also has an account of the same login name on the local host. Otherwise, LPD refuses the job. This capability is particularly useful in an environment where there are (for example) different departments sharing a network, and some users transcend departmental boundaries. By giving them accounts on your systems, they can use your printers from their own departmental systems. If you would rather allow them to use only your printers and not your computer resources, you can give them token accounts, with no home directory and a useless shell like /usr/bin/false. Accounting for Printer Usage accounting printer So, you need to charge for printouts. And why not? Paper and ink cost money. And then there are maintenance costs—printers are loaded with moving parts and tend to break down. You have examined your printers, usage patterns, and maintenance fees and have come up with a per-page (or per-foot, per-meter, or per-whatever) cost. Now, how do you actually start accounting for printouts? Well, the bad news is the LPD spooling system does not provide much help in this department. Accounting is highly dependent on the kind of printer in use, the formats being printed, and your requirements in charging for printer usage. To implement accounting, you have to modify a printer's text filter (to charge for plain text jobs) and the conversion filters (to charge for other file formats), to count pages or query the printer for pages printed. You cannot get away with using the simple output filter, since it cannot do accounting. See section Filters. Generally, there are two ways to do accounting: Periodic accounting is the more common way, possibly because it is easier. Whenever someone prints a job, the filter logs the user, host, and number of pages to an accounting file. Every month, semester, year, or whatever time period you prefer, you collect the accounting files for the various printers, tally up the pages printed by users, and charge for usage. Then you truncate all the logging files, starting with a clean slate for the next period. Timely accounting is less common, probably because it is more difficult. This method has the filters charge users for printouts as soon as they use the printers. Like disk quotas, the accounting is immediate. You can prevent users from printing when their account goes in the red, and might provide a way for users to check and adjust their print quotas. But this method requires some database code to track users and their quotas. The LPD spooling system supports both methods easily: since you have to provide the filters (well, most of the time), you also have to provide the accounting code. But there is a bright side: you have enormous flexibility in your accounting methods. For example, you choose whether to use periodic or timely accounting. You choose what information to log: user names, host names, job types, pages printed, square footage of paper used, how long the job took to print, and so forth. And you do so by modifying the filters to save this information. Quick and Dirty Printer Accounting FreeBSD comes with two programs that can get you set up with simple periodic accounting right away. They are the text filter lpf, described in section lpf: a Text Filter, and &man.pac.8;, a program to gather and total entries from printer accounting files. As mentioned in the section on filters (Filters), LPD starts the text and the conversion filters with the name of the accounting file to use on the filter command line. The filters can use this argument to know where to write an accounting file entry. The name of this file comes from the af capability in /etc/printcap, and if not specified as an absolute path, is relative to the spooling directory. LPD starts lpf with page width and length arguments (from the pw and pl capabilities). lpf uses these arguments to determine how much paper will be used. After sending the file to the printer, it then writes an accounting entry in the accounting file. The entries look like this: 2.00 rose:andy 3.00 rose:kelly 3.00 orchid:mary 5.00 orchid:mary 2.00 orchid:zhang You should use a separate accounting file for each printer, as lpf has no file locking logic built into it, and two lpfs might corrupt each other's entries if they were to write to the same file at the same time. An easy way to insure a separate accounting file for each printer is to use af=acct in /etc/printcap. Then, each accounting file will be in the spooling directory for a printer, in a file named acct. When you are ready to charge users for printouts, run the &man.pac.8; program. Just change to the spooling directory for the printer you want to collect on and type pac. You will get a dollar-centric summary like the following: Login pages/feet runs price orchid:kelly 5.00 1 $ 0.10 orchid:mary 31.00 3 $ 0.62 orchid:zhang 9.00 1 $ 0.18 rose:andy 2.00 1 $ 0.04 rose:kelly 177.00 104 $ 3.54 rose:mary 87.00 32 $ 1.74 rose:root 26.00 12 $ 0.52 total 337.00 154 $ 6.74 These are the arguments &man.pac.8; expects: Which printer to summarize. This option works only if there is an absolute path in the af capability in /etc/printcap. Sort the output by cost instead of alphabetically by user name. Ignore host name in the accounting files. With this option, user smith on host alpha is the same user smith on host gamma. Without, they are different users. Compute charges with price dollars per page or per foot instead of the price from the pc capability in /etc/printcap, or two cents (the default). You can specify price as a floating point number. Reverse the sort order. Make an accounting summary file and truncate the accounting file. name … Print accounting information for the given user names only. In the default summary that &man.pac.8; produces, you see the number of pages printed by each user from various hosts. If, at your site, host does not matter (because users can use any host), run pac -m, to produce the following summary: Login pages/feet runs price andy 2.00 1 $ 0.04 kelly 182.00 105 $ 3.64 mary 118.00 35 $ 2.36 root 26.00 12 $ 0.52 zhang 9.00 1 $ 0.18 total 337.00 154 $ 6.74 To compute the dollar amount due, &man.pac.8; uses the pc capability in the /etc/printcap file (default of 200, or 2 cents per page). Specify, in hundredths of cents, the price per page or per foot you want to charge for printouts in this capability. You can override this value when you run &man.pac.8; with the option. The units for the option are in dollars, though, not hundredths of cents. For example, &prompt.root; pac -p1.50 makes each page cost one dollar and fifty cents. You can really rake in the profits by using this option. Finally, running pac -s will save the summary information in a summary accounting file, which is named the same as the printer's accounting file, but with _sum appended to the name. It then truncates the accounting file. When you run &man.pac.8; again, it rereads the summary file to get starting totals, then adds information from the regular accounting file. How Can You Count Pages Printed? In order to perform even remotely accurate accounting, you need to be able to determine how much paper a job uses. This is the essential problem of printer accounting. For plain text jobs, the problem is not that hard to solve: you count how many lines are in a job and compare it to how many lines per page your printer supports. Do not forget to take into account backspaces in the file which overprint lines, or long logical lines that wrap onto one or more additional physical lines. The text filter lpf (introduced in lpf: a Text Filter) takes into account these things when it does accounting. If you are writing a text filter which needs to do accounting, you might want to examine lpf's source code. How do you handle other file formats, though? Well, for DVI-to-LaserJet or DVI-to-PostScript conversion, you can have your filter parse the diagnostic output of dvilj or dvips and look to see how many pages were converted. You might be able to do similar things with other file formats and conversion programs. But these methods suffer from the fact that the printer may not actually print all those pages. For example, it could jam, run out of toner, or explode—and the user would still get charged. So, what can you do? There is only one sure way to do accurate accounting. Get a printer that can tell you how much paper it uses, and attach it via a serial line or a network connection. Nearly all PostScript printers support this notion. Other makes and models do as well (networked Imagen laser printers, for example). Modify the filters for these printers to get the page usage after they print each job and have them log accounting information based on that value only. There is no line counting nor error-prone file examination required. Of course, you can always be generous and make all printouts free. Using Printers printer usage This section tells you how to use printers you have setup with FreeBSD. Here is an overview of the user-level commands: &man.lpr.1; Print jobs &man.lpq.1; Check printer queues &man.lprm.1; Remove jobs from a printer's queue There is also an administrative command, &man.lpc.8;, described in the section Administrating the LPD Spooler, used to control printers and their queues. All three of the commands &man.lpr.1;, &man.lprm.1;, and &man.lpq.1; accept an option to specify on which printer/queue to operate, as listed in the /etc/printcap file. This enables you to submit, remove, and check on jobs for various printers. If you do not use the option, then these commands use the printer specified in the PRINTER environment variable. Finally, if you do not have a PRINTER environment variable, these commands default to the printer named lp. Hereafter, the terminology default printer means the printer named in the PRINTER environment variable, or the printer named lp when there is no PRINTER environment variable. Printing Jobs To print files, type: &prompt.user; lpr filename ... printing This prints each of the listed files to the default printer. If you list no files, &man.lpr.1; reads data to print from standard input. For example, this command prints some important system files: &prompt.user; lpr /etc/host.conf /etc/hosts.equiv To select a specific printer, type: &prompt.user; lpr -P printer-name filename ... This example prints a long listing of the current directory to the printer named rattan: &prompt.user; ls -l | lpr -P rattan Because no files were listed for the &man.lpr.1; command, lpr read the data to print from standard input, which was the output of the ls -l command. The &man.lpr.1; command can also accept a wide variety of options to control formatting, apply file conversions, generate multiple copies, and so forth. For more information, see the section Printing Options. Checking Jobs print jobs When you print with &man.lpr.1;, the data you wish to print is put together in a package called a print job, which is sent to the LPD spooling system. Each printer has a queue of jobs, and your job waits in that queue along with other jobs from yourself and from other users. The printer prints those jobs in a first-come, first-served order. To display the queue for the default printer, type &man.lpq.1;. For a specific printer, use the option. For example, the command &prompt.user; lpq -P bamboo shows the queue for the printer named bamboo. Here is an example of the output of the lpq command: bamboo is ready and printing Rank Owner Job Files Total Size active kelly 9 /etc/host.conf, /etc/hosts.equiv 88 bytes 2nd kelly 10 (standard input) 1635 bytes 3rd mary 11 ... 78519 bytes This shows three jobs in the queue for bamboo. The first job, submitted by user kelly, got assigned job number 9. Every job for a printer gets a unique job number. Most of the time you can ignore the job number, but you will need it if you want to cancel the job; see section Removing Jobs for details. Job number nine consists of two files; multiple files given on the &man.lpr.1; command line are treated as part of a single job. It is the currently active job (note the word active under the Rank column), which means the printer should be currently printing that job. The second job consists of data passed as the standard input to the &man.lpr.1; command. The third job came from user mary; it is a much larger job. The pathname of the file she is trying to print is too long to fit, so the &man.lpq.1; command just shows three dots. The very first line of the output from &man.lpq.1; is also useful: it tells what the printer is currently doing (or at least what LPD thinks the printer is doing). The &man.lpq.1; command also support a option to generate a detailed long listing. Here is an example of lpq -l: waiting for bamboo to become ready (offline ?) kelly: 1st [job 009rose] /etc/host.conf 73 bytes /etc/hosts.equiv 15 bytes kelly: 2nd [job 010rose] (standard input) 1635 bytes mary: 3rd [job 011rose] /home/orchid/mary/research/venus/alpha-regio/mapping 78519 bytes Removing Jobs If you change your mind about printing a job, you can remove the job from the queue with the &man.lprm.1; command. Often, you can even use &man.lprm.1; to remove an active job, but some or all of the job might still get printed. To remove a job from the default printer, first use &man.lpq.1; to find the job number. Then type: &prompt.user; lprm job-number To remove the job from a specific printer, add the option. The following command removes job number 10 from the queue for the printer bamboo: &prompt.user; lprm -P bamboo 10 The &man.lprm.1; command has a few shortcuts: lprm - Removes all jobs (for the default printer) belonging to you. lprm user Removes all jobs (for the default printer) belonging to user. The superuser can remove other users' jobs; you can remove only your own jobs. lprm With no job number, user name, or appearing on the command line, &man.lprm.1; removes the currently active job on the default printer, if it belongs to you. The superuser can remove any active job. Just use the option with the above shortcuts to operate on a specific printer instead of the default. For example, the following command removes all jobs for the current user in the queue for the printer named rattan: &prompt.user; lprm -P rattan - If you are working in a networked environment, &man.lprm.1; will let you remove jobs only from the host from which the jobs were submitted, even if the same printer is available from other hosts. The following command sequence demonstrates this: &prompt.user; lpr -P rattan myfile &prompt.user; rlogin orchid &prompt.user; lpq -P rattan Rank Owner Job Files Total Size active seeyan 12 ... 49123 bytes 2nd kelly 13 myfile 12 bytes &prompt.user; lprm -P rattan 13 rose: Permission denied &prompt.user; logout &prompt.user; lprm -P rattan 13 dfA013rose dequeued cfA013rose dequeued Beyond Plain Text: Printing Options The &man.lpr.1; command supports a number of options that control formatting text, converting graphic and other file formats, producing multiple copies, handling of the job, and more. This section describes the options. Formatting and Conversion Options The following &man.lpr.1; options control formatting of the files in the job. Use these options if the job does not contain plain text or if you want plain text formatted through the &man.pr.1; utility. TeX For example, the following command prints a DVI file (from the TeX typesetting system) named fish-report.dvi to the printer named bamboo: &prompt.user; lpr -P bamboo -d fish-report.dvi These options apply to every file in the job, so you cannot mix (say) DVI and ditroff files together in a job. Instead, submit the files as separate jobs, using a different conversion option for each job. All of these options except and require conversion filters installed for the destination printer. For example, the option requires the DVI conversion filter. Section Conversion Filters gives details. Print cifplot files. Print DVI files. Print FORTRAN text files. Print plot data. Indent the output by number columns; if you omit number, indent by 8 columns. This option works only with certain conversion filters. Do not put any space between the and the number. Print literal text data, including control characters. Print ditroff (device independent troff) data. -p Format plain text with &man.pr.1; before printing. See &man.pr.1; for more information. Use title on the &man.pr.1; header instead of the file name. This option has effect only when used with the option. Print troff data. Print raster data. Here is an example: this command prints a nicely formatted version of the &man.ls.1; manual page on the default printer: &prompt.user; zcat /usr/share/man/man1/ls.1.gz | troff -t -man | lpr -t The &man.zcat.1; command uncompresses the source of the &man.ls.1; manual page and passes it to the &man.troff.1; command, which formats that source and makes GNU troff output and passes it to &man.lpr.1;, which submits the job to the LPD spooler. Because we used the option to &man.lpr.1;, the spooler will convert the GNU troff output into a format the default printer can understand when it prints the job. Job Handling Options The following options to &man.lpr.1; tell LPD to handle the job specially: -# copies Produce a number of copies of each file in the job instead of just one copy. An administrator may disable this option to reduce printer wear-and-tear and encourage photocopier usage. See section Restricting Multiple Copies. This example prints three copies of parser.c followed by three copies of parser.h to the default printer: &prompt.user; lpr -#3 parser.c parser.h -m Send mail after completing the print job. With this option, the LPD system will send mail to your account when it finishes handling your job. In its message, it will tell you if the job completed successfully or if there was an error, and (often) what the error was. -s Do not copy the files to the spooling directory, but make symbolic links to them instead. If you are printing a large job, you probably want to use this option. It saves space in the spooling directory (your job might overflow the free space on the filesystem where the spooling directory resides). It saves time as well since LPD will not have to copy each and every byte of your job to the spooling directory. There is a drawback, though: since LPD will refer to the original files directly, you cannot modify or remove them until they have been printed. If you are printing to a remote printer, LPD will eventually have to copy files from the local host to the remote host, so the option will save space only on the local spooling directory, not the remote. It is still useful, though. -r Remove the files in the job after copying them to the spooling directory, or after printing them with the option. Be careful with this option! Header Page Options These options to &man.lpr.1; adjust the text that normally appears on a job's header page. If header pages are suppressed for the destination printer, these options have no effect. See section Header Pages for information about setting up header pages. -C text Replace the hostname on the header page with text. The hostname is normally the name of the host from which the job was submitted. -J text Replace the job name on the header page with text. The job name is normally the name of the first file of the job, or stdin if you are printing standard input. -h Do not print any header page. At some sites, this option may have no effect due to the way header pages are generated. See Header Pages for details. Administrating Printers As an administrator for your printers, you have had to install, set up, and test them. Using the &man.lpc.8; command, you can interact with your printers in yet more ways. With &man.lpc.8;, you can Start and stop the printers Enable and disable their queues Rearrange the order of the jobs in each queue. First, a note about terminology: if a printer is stopped, it will not print anything in its queue. Users can still submit jobs, which will wait in the queue until the printer is started or the queue is cleared. If a queue is disabled, no user (except root) can submit jobs for the printer. An enabled queue allows jobs to be submitted. A printer can be started for a disabled queue, in which case it will continue to print jobs in the queue until the queue is empty. In general, you have to have root privileges to use the &man.lpc.8; command. Ordinary users can use the &man.lpc.8; command to get printer status and to restart a hung printer only. Here is a summary of the &man.lpc.8; commands. Most of the commands take a printer-name argument to tell on which printer to operate. You can use all for the printer-name to mean all printers listed in /etc/printcap. abort printer-name Cancel the current job and stop the printer. Users can still submit jobs if the queue is enabled. clean printer-name Remove old files from the printer's spooling directory. Occasionally, the files that make up a job are not properly removed by LPD, particularly if there have been errors during printing or a lot of administrative activity. This command finds files that do not belong in the spooling directory and removes them. disable printer-name Disable queuing of new jobs. If the printer is running, it will continue to print any jobs remaining in the queue. The superuser (root) can always submit jobs, even to a disabled queue. This command is useful while you are testing a new printer or filter installation: disable the queue and submit jobs as root. Other users will not be able to submit jobs until you complete your testing and re-enable the queue with the enable command. down printer-name message Take a printer down. Equivalent to disable followed by stop. The message appears as the printer's status whenever a user checks the printer's queue with &man.lpq.1; or status with lpc status. enable printer-name Enable the queue for a printer. Users can submit jobs but the printer will not print anything until it is started. help command-name Print help on the command command-name. With no command-name, print a summary of the commands available. restart printer-name Start the printer. Ordinary users can use this command if some extraordinary circumstance hangs LPD, but they cannot start a printer stopped with either the stop or down commands. The restart command is equivalent to abort followed by start. start printer-name Start the printer. The printer will print jobs in its queue. stop printer-name Stop the printer. The printer will finish the current job and will not print anything else in its queue. Even though the printer is stopped, users can still submit jobs to an enabled queue. topq printer-name job-or-username Rearrange the queue for printer-name by placing the jobs with the listed job numbers or the jobs belonging to username at the top of the queue. For this command, you cannot use all as the printer-name. up printer-name Bring a printer up; the opposite of the down command. Equivalent to start followed by enable. &man.lpc.8; accepts the above commands on the command line. If you do not enter any commands, &man.lpc.8; enters an interactive mode, where you can enter commands until you type exit, quit, or end-of-file. Alternatives to the Standard Spooler If you have been reading straight through this manual, by now you have learned just about everything there is to know about the LPD spooling system that comes with FreeBSD. You can probably appreciate many of its shortcomings, which naturally leads to the question: What other spooling systems are out there (and work with FreeBSD)? LPRng LPRng LPRng, which purportedly means LPR: the Next Generation is a complete rewrite of PLP. Patrick Powell and Justin Mason (the principal maintainer of PLP) collaborated to make LPRng. The main site for LPRng is http://www.astart.com/lprng/LPRng.html. Troubleshooting After performing the simple test with &man.lptest.1;, you might have gotten one of the following results instead of the correct printout: It worked, after awhile; or, it did not eject a full sheet. The printer printed the above, but it sat for awhile and did nothing. In fact, you might have needed to press a PRINT REMAINING or FORM FEED button on the printer to get any results to appear. If this is the case, the printer was probably waiting to see if there was any more data for your job before it printed anything. To fix this problem, you can have the text filter send a FORM FEED character (or whatever is necessary) to the printer. This is usually sufficient to have the printer immediately print any text remaining in its internal buffer. It is also useful to make sure each print job ends on a full sheet, so the next job does not start somewhere on the middle of the last page of the previous job. The following replacement for the shell script /usr/local/libexec/if-simple prints a form feed after it sends the job to the printer: #!/bin/sh # # if-simple - Simple text input filter for lpd # Installed in /usr/local/libexec/if-simple # # Simply copies stdin to stdout. Ignores all filter arguments. # Writes a form feed character (\f) after printing job. /bin/cat && printf "\f" && exit 0 exit 2 It produced the staircase effect. You got the following on paper: !"#$%&'()*+,-./01234 "#$%&'()*+,-./012345 #$%&'()*+,-./0123456 MS-DOS OS/2 ASCII You have become another victim of the staircase effect, caused by conflicting interpretations of what characters should indicate a new line. Unix-style operating systems use a single character: ASCII code 10, the line feed (LF). MS-DOS, OS/2, and others uses a pair of characters, ASCII code 10 and ASCII code 13 (the carriage return or CR). Many printers use the MS-DOS convention for representing new-lines. When you print with FreeBSD, your text used just the line feed character. The printer, upon seeing a line feed character, advanced the paper one line, but maintained the same horizontal position on the page for the next character to print. That is what the carriage return is for: to move the location of the next character to print to the left edge of the paper. Here is what FreeBSD wants your printer to do: Printer received CR Printer prints CR Printer received LF Printer prints CR + LF Here are some ways to achieve this: Use the printer's configuration switches or control panel to alter its interpretation of these characters. Check your printer's manual to find out how to do this. If you boot your system into other operating systems besides FreeBSD, you may have to reconfigure the printer to use a an interpretation for CR and LF characters that those other operating systems use. You might prefer one of the other solutions, below. Have FreeBSD's serial line driver automatically convert LF to CR+LF. Of course, this works with printers on serial ports only. To enable this feature, set the CRMOD bit in fs capability in the /etc/printcap file for the printer. Send an escape code to the printer to have it temporarily treat LF characters differently. Consult your printer's manual for escape codes that your printer might support. When you find the proper escape code, modify the text filter to send the code first, then send the print job. PCL Here is an example text filter for printers that understand the Hewlett-Packard PCL escape codes. This filter makes the printer treat LF characters as a LF and CR; then it sends the job; then it sends a form feed to eject the last page of the job. It should work with nearly all Hewlett Packard printers. #!/bin/sh # # hpif - Simple text input filter for lpd for HP-PCL based printers # Installed in /usr/local/libexec/hpif # # Simply copies stdin to stdout. Ignores all filter arguments. # Tells printer to treat LF as CR+LF. Ejects the page when done. printf "\033&k2G" && cat && printf "\033&l0H" && exit 0 exit 2 Here is an example /etc/printcap from a host called orchid. It has a single printer attached to its first parallel port, a Hewlett Packard LaserJet 3Si named teak. It is using the above script as its text filter: # # /etc/printcap for host orchid # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sh:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/hpif: It overprinted each line. The printer never advanced a line. All of the lines of text were printed on top of each other on one line. This problem is the opposite of the staircase effect, described above, and is much rarer. Somewhere, the LF characters that FreeBSD uses to end a line are being treated as CR characters to return the print location to the left edge of the paper, but not also down a line. Use the printer's configuration switches or control panel to enforce the following interpretation of LF and CR characters: Printer receives Printer prints CR CR LF CR + LF The printer lost characters. While printing, the printer did not print a few characters in each line. The problem might have gotten worse as the printer ran, losing more and more characters. The problem is that the printer cannot keep up with the speed at which the computer sends data over a serial line (this problem should not occur with printers on parallel ports). There are two ways to overcome the problem: If the printer supports XON/XOFF flow control, have FreeBSD use it by specifying the TANDEM bit in the fs capability. If the printer supports carrier flow control, specify the MDMBUF bit in the fs capability. Make sure the cable connecting the printer to the computer is correctly wired for carrier flow control. If the printer does not support any flow control, use some combination of the NLDELAY, TBDELAY, CRDELAY, VTDELAY, and BSDELAY bits in the fs capability to add appropriate delays to the stream of data sent to the printer. It printed garbage. The printer printed what appeared to be random garbage, but not the desired text. This is usually another symptom of incorrect communications parameters with a serial printer. Double-check the bps rate in the br capability, and the parity bits in the fs and fc capabilities; make sure the printer is using the same settings as specified in the /etc/printcap file. Nothing happened. If nothing happened, the problem is probably within FreeBSD and not the hardware. Add the log file (lf) capability to the entry for the printer you are debugging in the /etc/printcap file. For example, here is the entry for rattan, with the lf capability: rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple:\ :lf=/var/log/rattan.log Then, try printing again. Check the log file (in our example, /var/log/rattan.log) to see any error messages that might appear. Based on the messages you see, try to correct the problem. If you do not specify a lf capability, LPD uses /dev/console as a default. diff --git a/en_US.ISO8859-1/books/handbook/serialcomms/chapter.sgml b/en_US.ISO8859-1/books/handbook/serialcomms/chapter.sgml index 2f1afb17d2..83f88ae128 100644 --- a/en_US.ISO8859-1/books/handbook/serialcomms/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/serialcomms/chapter.sgml @@ -1,2593 +1,2593 @@ Serial Communications Synopsis serial communications Unix has always had support for serial communications. In fact, the very first Unix machines relied on serial lines for user input and output. Things have changed a lot from the days when the average terminal consisted of a 10-character-per-second serial printer and a keyboard. This chapter will cover some of the ways in which FreeBSD uses serial communications. After reading this chapter you will know: How to connect terminals to your FreeBSD system. How to use a modem to dial out to remote hosts. How to allow remote users to login to your system with a modem. How to boot your system from a serial console. Before reading this chapter you should: Know how to configure and install a new kernel () - Understand Unix permissions and processes () + linkend="kernelconfig">). + Understand Unix permissions and processes (). Have access to the technical manual for the serial hardware (modem or multi-port card) that you would like to use with FreeBSD. Introduction Terminology bits-per-second bps Bits per Second — the rate at which data is transmitted DTE DTE Data Terminal Equipment — for example, your computer DCE DCE Data Communications Equipment — your modem RS-232 RS-232C cables EIA standard for hardware serial communications When talking about communications data rates, the authors do not use the term baud. Baud refers to the number of electrical state transitions that may be made in a period of time, while bps (bits per second) is the correct term to use (at least it does not seem to bother the curmudgeons quite a much). Cables and Ports To connect a modem or terminal to your FreeBSD system, you will need a serial port on your computer and the proper cable to connect to your serial device. If you are already familiar with your hardware and the cable it requires, you can safely skip this section. Cables There are several different kinds of serial cables. The two most common types for our purposes are null-modem cables and standard ("straight") RS-232 cables. The documentation for your hardware should describe the type of cable required. Null-modem Cables null-modem cable A null-modem cable passes some signals straight through, like signal ground, but switches other signals. For example, the send data pin on one end goes to the receive data pin on the other end. If you like making your own cables, you can construct a null-modem cable for use with terminals. This table shows the RS-232C signal names and the pin numbers on a DB-25 connector. Signal Pin # Pin # Signal TxD 2 connects to 3 RxD RxD 3 connects to 2 TxD DTR 20 connects to 6 DSR DSR 6 connects to 20 DTR SG 7 connects to 7 SG DCD 8 connects to 4 RTS RTS 4 5 CTS CTS 5 connects to 8 DCD For DCD to RTS, connect pins 4 to 5 internally in the connector hood, and then to pin 8 in the remote hood. Standard RS-232C Cables RS-232C cables A standard serial cable passes all the RS-232C signals straight-through. That is, the send data pin on one end of the cable goes to the send data pin on the other end. This is the type of cable to connect a modem to your FreeBSD system, and the type of cable needed for some terminals. Ports Serial ports are the devices through which data is transferred between the FreeBSD host computer and the terminal. This section describes the kinds of ports that exist and how they are addressed in FreeBSD. Kinds of Ports Several kinds of serial ports exist. Before you purchase or construct a cable, you need to make sure it will fit the ports on your terminal and on the FreeBSD system. Most terminals will have DB25 ports. Personal computers, including PCs running FreeBSD, will have DB25 or DB9 ports. If you have a multiport serial card for your PC, you may have RJ-12 or RJ-45 ports. See the documentation that accompanied the hardware for specifications on the kind of port in use. A visual inspection of the port often works, too. Port Names In FreeBSD, you access each serial port through an entry in the /dev directory. There are two different kinds of entries: Call-in ports are named /dev/ttydN where N is the port number, starting from zero. Generally, you use the call-in port for terminals. Call-in ports require that the serial line assert the data carrier detect (DCD) signal to work. Call-out ports are named /dev/cuaaN. You usually do not use the call-out port for terminals, just for modems. You may use the call-out port if the serial cable or the terminal does not support the carrier detect signal. If you have connected a terminal to the first serial port (COM1 in MS-DOS 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. Kernel Configuration FreeBSD supports four serial ports by default. In the MS-DOS world, these are known as COM1:, COM2:, COM3:, and COM4:. FreeBSD currently supports dumb multiport serial interface cards, such as the BocaBoard 1008 and 2016, as well as more intelligent multi-port cards such as those made by Digiboard and Stallion Technologies. 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. To view just the messages that have the word sio, use the command: &prompt.root; /sbin/dmesg | grep 'sio' For example, on a system with four serial ports, these are the serial-port specific kernel boot messages: sio0 at 0x3f8-0x3ff irq 4 on isa sio0: type 16550A sio1 at 0x2f8-0x2ff irq 3 on isa sio1: type 16550A sio2 at 0x3e8-0x3ef irq 5 on isa sio2: type 16550A sio3 at 0x2e8-0x2ef irq 9 on isa sio3: type 16550A If your kernel does not recognize all of your serial ports, you will probably need to configure a custom FreeBSD kernel for your system. For detailed information on configuring your kernel, please see . The relevant device lines for your kernel configuration file would look like this: device sio0 at isa? port "IO_COM1" tty irq 4 vector siointr device sio1 at isa? port "IO_COM2" tty irq 3 vector siointr device sio2 at isa? port "IO_COM3" tty irq 5 vector siointr device sio3 at isa? port "IO_COM4" tty irq 9 vector siointr You can comment-out or completely remove lines for devices you do not have. Please see the &man.sio.4; manual page for complete information on how to write configuration lines for multiport boards. Be careful if you are using a configuration file that was previously used for a different version of FreeBSD because the device flags have changed between versions. port "IO_COM1" is a substitution for port 0x3f8, IO_COM2 is 0x2f8, IO_COM3 is 0x3e8, and IO_COM4 is 0x2e8, which are fairly common port addresses for their respective serial ports; interrupts 4, 3, 5, and 9 are fairly common interrupt request lines. Also note that regular serial ports cannot share interrupts on ISA-bus PCs (multiport boards have on-board electronics that allow all the 16550A's on the board to share one or two interrupt request lines). Device Special Files Most devices in the kernel are accessed through device special files, which are located in the /dev directory. The sio devices are accessed through the /dev/ttydN (dial-in) and /dev/cuaaN (call-out) devices. FreeBSD also provides initialization devices (/dev/ttyidN and /dev/cuai0N) and locking devices (/dev/ttyldN and /dev/cual0N). The initialization devices are used to initialize communications port parameters each time a port is opened, such as crtscts for modems which use 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 and initializing devices, and setting terminal options, respectively. Making Device Special Files FreeBSD 5.0 includes the devfs filesystem which automatically creates device nodes as needed. If you are running a version of FreeBSD with devfs enabled then you can safely skip this section. A shell script called MAKEDEV in the /dev directory manages the device special files. To use MAKEDEV to make dial-up device special files for COM1: (port 0), cd to /dev and issue the command MAKEDEV ttyd0. Likewise, to make dial-up device special files for COM2: (port 1), use MAKEDEV ttyd1. MAKEDEV not only creates the /dev/ttydN device special files, but also creates the /dev/cuaaN, /dev/cuaiaN, /dev/cualaN, /dev/ttyldN, and /dev/ttyidN nodes. After making new device special files, be sure to check the permissions on the files (especially the /dev/cua* files) to make sure that only users who should have access to those device special files can read and write on them — you probably do not want to allow your average user to use your modems to dial-out. The default permissions on the /dev/cua* files should be sufficient: crw-rw---- 1 uucp dialer 28, 129 Feb 15 14:38 /dev/cuaa1 crw-rw---- 1 uucp dialer 28, 161 Feb 15 14:38 /dev/cuaia1 crw-rw---- 1 uucp dialer 28, 193 Feb 15 14:38 /dev/cuala1 These permissions allow the user uucp and users in the group dialer to use the call-out devices. Serial Port Configuration ttyd cuaa The ttydN (or cuaaN) device is the regular device you will want to open for your applications. When a process opens the device, it will have a default set of terminal I/O settings. You can see these settings with the command &prompt.root; stty -a -f /dev/ttyd1 When you change the settings to this device, the settings are in effect until the device is closed. When it is reopened, it goes back to the default set. To make changes to the default set, you can open and adjust the settings of the initial state device. For example, to turn on mode, 8 bit communication, and flow control by default for ttyd5, type: &prompt.root; stty -f /dev/ttyid5 clocal cs8 ixon ixoff rc files rc.serial System-wide initialization of the serial devices is controlled in /etc/rc.serial. This file affects the default settings of serial devices. To prevent certain settings from being changed by an application, make adjustments to the lock state device. For example, to lock the speed of ttyd5 to 57600 bps, type: &prompt.root; stty -f /dev/ttyld5 57600 Now, an application that opens ttyd5 and tries to change the speed of the port will be stuck with 57600 bps. MAKEDEV Naturally, you should make the initial state and lock state devices writable only by the root account. Sean Kelly Contributed by Terminals terminals Terminals provide a convenient and low-cost way to access 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. Configuration This section describes what you need to configure on your FreeBSD system to enable a login session on a terminal. It assumes you have already configured your kernel to support the serial port to which the terminal is connected—and that you have connected it. Recall from that the init process is responsible for all process control and initialization at system startup. One of the tasks performed by init is to read the /etc/ttys file and start a getty process on the available terminals. The getty process is responsible for reading a login name and starting the login program. Thus, to configure terminals for your FreeBSD system the following steps should be taken as root : Add a line to /etc/ttys for the entry in the /dev directory for the serial port if it is not already there. Specify that /usr/libexec/getty be run on the port, and specify the appropriate getty type from the /etc/gettytab file. Specify the default terminal type. Set the port to on. Specify whether the port should be secure. Force init to reread the /etc/ttys file. As an optional step, you may wish to create a custom getty type for use in step 2 by making an entry in /etc/gettytab. This chapter does not explain how to do so; you are encouraged to see the &man.gettytab.5; and the &man.getty.8; manual pages for more information. Adding an Entry to <filename>/etc/ttys</filename> The /etc/ttys file lists all of the ports on your FreeBSD system where you want to allow logins. For example, the first virtual console ttyv0 has an entry in this file. You can log in on the console using this entry. This file also contains entries for the other virtual consoles, serial ports, and pseudo-ttys. For a hardwired terminal, just list the serial port's /dev entry without the /dev part. A default FreeBSD install includes a /etc/ttys file with support for the first four serial ports: ttyd0 through ttyd3. If you are attaching a terminal to one of those ports, you do not need to add another entry. Adding Terminal Entries to <filename>/etc/ttys</filename> Suppose we would like to connect two terminals to the system: a Wyse-50 and an old 286 IBM PC running Procomm terminal software emulating a VT-100 terminal. We connect the Wyse to the second serial port and the 286 to the sixth serial port (a port on a multiport serial card). The corresponding entries in the /etc/ttys file would look like this: ttyd1 "/usr/libexec/getty std.38400" wy50 on insecure ttyd5 "/usr/libexec/getty std.19200" vt100 on insecure The first field normally specifies the name of the terminal special file as it is found in /dev. The second field is the command to execute for this line, which is usually &man.getty.8;. getty initializes and opens the line, sets the speed, prompts for a user name and then executes the &man.login.1; program. The getty program accepts one (optional) parameter on its command line, the getty type. A getty type tells about characteristics on the terminal line, like bps rate and parity. The getty program reads these characteristics from the file /etc/gettytab. The file /etc/gettytab contains lots of entries for terminal lines both old and new. In almost all cases, the entries that start with the text std will work for hardwired terminals. These entries ignore parity. There is a std entry for each bps rate from 110 to 115200. Of course, you can add your own entries to this file. The &man.gettytab.5; manual page provides more information. When setting the getty type in the /etc/ttys file, make sure that the communications settings on the terminal match. For our example, the Wyse-50 uses no parity and connects at 38400 bps. The 286 PC uses no parity and connects at 19200 bps. The third field is the type of terminal usually connected to that tty line. For dial-up ports, unknown or dialup is typically used in this field since users may dial up with practically any type of terminal or software. For hardwired terminals, the terminal type does not change, so you can put a real terminal type from the &man.termcap.5; database file in this field. For our example, the Wyse-50 uses the real terminal type while the 286 PC running Procomm will be set to emulate at VT-100. The fourth field specifies if the port should be enabled. Putting on here will have the init process start the program in the second field, getty. If you put off in this field, there will be no getty, and hence no logins on the port. The final field is used to specify whether the port is secure. Marking a port as secure means that you trust it enough to allow the root account (or any account with a user ID of 0) to login from that port. Insecure ports do not allow root logins. On an insecure port, users must login from unprivileged accounts and then use &man.su.1; or a similar mechanism to gain superuser privileges. It is highly recommended that you use "insecure" even for terminals that are behind locked doors. It is quite easy to login and use su if you need superuser privileges. Force <command>init</command> to Reread <filename>/etc/ttys</filename> After making the necessary changes to the /etc/ttys file you should send a SIGHUP (hangup) signal to the init process to force it to re-read its configuration file. For example : &prompt.root; kill -HUP 1 If everything is set up correctly, all cables are in place, and the terminals are powered up, then a getty process should be running on each terminal and you should see login prompts on your terminals at this point. Troubleshooting Your Connection Even with the most meticulous attention to detail, something could still go wrong while setting up a terminal. Here is a list of symptoms and some suggested fixes. No login prompt appears Make sure the terminal is plugged in and powered up. If it is a personal computer acting as a terminal, make sure it is running terminal emulation software on the correct serial port. Make sure the cable is connected firmly to both the terminal and the FreeBSD computer. Make sure it is the right kind of cable. Make sure the terminal and FreeBSD agree on the bps rate and parity settings. If you have a video display terminal, make sure the contrast and brightness controls are turned up. If it is a printing terminal, make sure paper and ink are in good supply. Make sure that a getty process is running and serving the terminal. For example, to get a list of running getty processes with ps, type: &prompt.root; ps -axww|grep getty You should see an entry for the terminal. For example, the following display shows that a getty is running on the second serial port ttyd1 and is using the std.38400 entry in /etc/gettytab: 22189 d1 Is+ 0:00.03 /usr/libexec/getty std.38400 ttyd1 If no getty process is running, make sure you have enabled the port in /etc/ttys. Also remember to run kill -HUP 1 after modifying the ttys file. Garbage appears instead of a login prompt Make sure the terminal and FreeBSD agree on the bps rate and parity settings. Check the getty processes to make sure the correct getty type is in use. If not, edit /etc/ttys and run kill -HUP 1. Characters appear doubled; the password appears when typed Switch the terminal (or the terminal emulation software) from half duplex or local echo to full duplex. Guy Helmer Contributed by Sean Kelly Additions by Dial-in Service dial-in service Configuring your FreeBSD system for dial-in service is very similar to connecting terminals except that you are dealing with modems instead of terminals. External 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 modem If you are using an external modem, then you will of course need the proper cable. A standard RS-232C serial cable should suffice as long as all of the normal signals are wired : Transmitted Data (SD) Received Data (RD) Request to Send (RTS) Clear to Send (CTS) Data Set Ready (DSR) Data Terminal Ready (DTR) Carrier Detect (CD) Signal Ground (SG) FreeBSD needs the RTS and CTS signals for flow-control at speeds above 2400bps, the CD signal to detect when a call has been answered or the line has been hung up, and the DTR signal to reset the modem after a session is complete. Some cables are wired without all of the needed signals, so if you have problems, such as a login session not going away when the line hangs up, you may have a problem with your cable. Like other Unix-like operating systems, FreeBSD uses the hardware signals to find out when a call has been answered or a line has been hung up and to hangup and reset the modem after a call. FreeBSD avoids sending commands to the modem or watching for status reports from the modem. If you are familiar with connecting modems to PC-based bulletin board systems, this may seem awkward. Serial Interface Considerations FreeBSD supports NS8250-, NS16450-, NS16550-, and NS16550A-based EIA RS-232C (CCITT V.24) communications interfaces. The 8250 and 16450 devices have single-character buffers. The 16550 device provides a 16-character buffer, which allows for better system performance. (Bugs in plain 16550's prevent the use of the 16-character buffer, so use 16550A's if possible). Because single-character-buffer devices require more work by the operating system than the 16-character-buffer devices, 16550A-based serial interface cards are much preferred. If the system has many active serial ports or will have a heavy load, 16550A-based cards are better for low-error-rate communications. Quick Overview getty As with terminals, init spawns a getty process for each configured serial port for dial-in connections. For example, if a modem is attached to /dev/ttyd0, the command ps ax might show this: 4850 ?? I 0:00.09 /usr/libexec/getty V19200 ttyd0 When a user dials the modem's line and the modems connect, the CD 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. /usr/bin/login After the user enters his/her login name, getty executes /usr/bin/login, which completes the login by asking for the user's password and then starting the user's shell. Configuration Files There are three system configuration files in the /etc directory that you will probably need to edit to allow dial-up access to your FreeBSD system. The first, /etc/gettytab, contains configuration information for the /usr/libexec/getty daemon. Second, /etc/ttys holds information that tells /sbin/init what tty devices should have getty processes running on them. Lastly, you can place port initialization commands in the /etc/rc.serial script. There are two schools of thought regarding dial-up modems on Unix. One group likes to configure their modems and systems so that no matter at what speed a remote user dials in, the local computer-to-modem RS-232 interface runs at a locked speed. The benefit of this configuration is that the remote user always sees a system login prompt immediately. The downside is that the system does not know what a user's true data rate is, so full-screen programs like Emacs will not adjust their screen-painting methods to make their response better for slower connections. The other school configures their modems' RS-232 interface to vary its speed based on the remote user's connection speed. For example, V.32bis (14.4 Kbps) connections to the modem might make the modem run its RS-232 interface at 19.2 Kbps, while 2400 bps connections make the modem's RS-232 interface run at 2400 bps. Because getty does not understand any particular modem's connection speed reporting, getty gives a login: message at an initial speed and watches the characters that come back in response. If the user sees junk, it is assumed that they know they should press the Enter key until they see a recognizable prompt. If the data rates do not match, getty sees anything the user types as junk, tries going to the next speed and gives the login: prompt again. This procedure can continue ad nauseam, but normally only takes a keystroke or two before the user sees a good prompt. Obviously, this login sequence does not look as clean as the former locked-speed method, but a user on a low-speed connection should receive better interactive response from full-screen programs. The authors will try to give balanced configuration information, but is biased towards having the modem's data rate follow the connection rate. <filename>/etc/gettytab</filename> /etc/gettytab /etc/gettytab is a &man.termcap.5;-style file of configuration information for &man.getty.8;. Please see the &man.gettytab.5; manual page for complete information on the format of the file and the list of capabilities. Locked-Speed Config If you are locking your modem's data communications rate at a particular speed, you probably will not need to make any changes to /etc/gettytab. Matching-Speed Config You will need to setup an entry in /etc/gettytab to give getty information about the speeds you wish to use for your modem. If you have a 2400 bps modem, you can probably use the existing D2400 entry. # # Fast dialup terminals, 2400/1200/300 rotary (can start either way) # D2400|d2400|Fast-Dial-2400:\ :nx=D1200:tc=2400-baud: 3|D1200|Fast-Dial-1200:\ :nx=D300:tc=1200-baud: 5|D300|Fast-Dial-300:\ :nx=D2400:tc=300-baud: If you have a higher speed modem, you will probably need to add an entry in /etc/gettytab; here is an entry you could use for a 14.4 Kbps modem with a top interface speed of 19.2 Kbps: # # Additions for a V.32bis Modem # um|V300|High Speed Modem at 300,8-bit:\ :nx=V19200:tc=std.300: un|V1200|High Speed Modem at 1200,8-bit:\ :nx=V300:tc=std.1200: uo|V2400|High Speed Modem at 2400,8-bit:\ :nx=V1200:tc=std.2400: up|V9600|High Speed Modem at 9600,8-bit:\ :nx=V2400:tc=std.9600: uq|V19200|High Speed Modem at 19200,8-bit:\ :nx=V9600:tc=std.19200: This will result in 8-bit, no parity connections. The example above starts the communications rate at 19.2 Kbps (for a V.32bis connection), then cycles through 9600 bps (for V.32), 2400 bps, 1200 bps, 300 bps, and back to 19.2 Kbps. Communications rate cycling is implemented with the nx= (next table) capability. Each of the lines uses a tc= (table continuation) entry to pick up the rest of the standard settings for a particular data rate. If you have a 28.8 Kbps modem and/or you want to take advantage of compression on a 14.4 Kbps modem, you need to use a higher communications rate than 19.2 Kbps. Here is an example of a gettytab entry starting a 57.6 Kbps: # # Additions for a V.32bis or V.34 Modem # Starting at 57.6 Kbps # vm|VH300|Very High Speed Modem at 300,8-bit:\ :nx=VH57600:tc=std.300: vn|VH1200|Very High Speed Modem at 1200,8-bit:\ :nx=VH300:tc=std.1200: vo|VH2400|Very High Speed Modem at 2400,8-bit:\ :nx=VH1200:tc=std.2400: vp|VH9600|Very High Speed Modem at 9600,8-bit:\ :nx=VH2400:tc=std.9600: vq|VH57600|Very High Speed Modem at 57600,8-bit:\ :nx=VH9600:tc=std.57600: If you have a slow CPU or a heavily loaded system and you do not have 16550A-based serial ports, you may receive sio silo errors at 57.6 Kbps. <filename>/etc/ttys</filename> /etc/ttys Configuration of the /etc/ttys file was covered in . Configuration for modems is similar but we must pass a different argument to getty and specify a different terminal type. The general format for both locked-speed and matching-speed configurations is: ttyd0 "/usr/libexec/getty xxx" dialup on The first item in the above line is the device special file for this entry — ttyd0 means /dev/ttyd0 is the file that this getty will be watching. The second item, "/usr/libexec/getty xxx" (xxx will be replaced by the initial gettytab capability) is the process init will run on the device. The third item, dialup, is the default terminal type. The fourth parameter, on, indicates to init that the line is operational. There can be a fifth parameter, secure, but it should only be used for terminals which are physically secure (such as the system console). The default terminal type (dialup in the example above) may depend on local preferences. dialup is the traditional default terminal type on dial-up lines so that users may customize their login scripts to notice when the terminal is dialup and automatically adjust their terminal type. However, the author finds it easier at his site to specify vt102 as the default terminal type, since the users just use VT102 emulation on their remote systems. After you have made changes to /etc/ttys, you may send the init process a HUP signal to re-read the file. You can use the command &prompt.root; kill -HUP 1 to send the signal. If this is your first time setting up the system, 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 value for std.speed instead of std.19200. Make sure that you use a valid type listed in /etc/gettytab. Matching-Speed Config In a matching-speed configuration, your ttys entry needs to reference the appropriate beginning auto-baud (sic) entry in /etc/gettytab. For example, if you added the above suggested entry for a matching-speed modem that starts at 19.2 Kbps (the gettytab entry containing the V19200 starting point), your ttys entry might look like this: ttyd0 "/usr/libexec/getty V19200" dialup on <filename>/etc/rc.serial</filename> rc files rc.serial High-speed modems, like V.32, V.32bis, and V.34 modems, need to use hardware (RTS/CTS) flow control. You can add stty commands to /etc/rc.serial to set the hardware flow control flag in the FreeBSD kernel for the modem ports. For example to set the termios flag crtscts on serial port #1's (COM2:) dial-in and dial-out initialization devices, the following lines could be added to /etc/rc.serial : # Serial port initial configuration stty -f /dev/ttyid1 crtscts stty -f /dev/cuai01 crtscts Modem Settings If you have a modem whose parameters may be permanently set in non-volatile RAM, you will need to use a terminal program (such as Telix under MS-DOS or tip under FreeBSD) to set the parameters. Connect to the modem using the same communications speed as the initial speed getty will use and configure the modem's non-volatile RAM to match these requirements: CD asserted when connected DTR asserted for operation; dropping DTR hangs up line and resets modem CTS transmitted data flow control Disable XON/XOFF flow control RTS received data flow control Quiet mode (no result codes) No command echo Please read the documentation for your modem to find out what commands and/or DIP switch settings you need to give it. For example, to set the above parameters on a USRobotics Sportster 14,400 external modem, one could give these commands to the modem: ATZ AT&C1&D2&H1&I0&R2&W You might also want to take this opportunity to adjust other settings in the modem, such as whether it will use V.42bis and/or MNP5 compression. The USR Sportster 14,400 external modem also has some DIP switches that need to be set; for other modems, perhaps you can use these settings as an example: Switch 1: UP — DTR Normal Switch 2: 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. This sequence can result in a extended, silly conversation between getty and the modem. Locked-speed Config For a locked-speed configuration, you will need to configure the modem to maintain a constant modem-to-computer data rate independent of the communications rate. On a USR Sportster 14,400 external modem, these commands will lock the modem-to-computer data rate at the speed used to issue the commands: ATZ AT&B1&W Matching-speed Config For a variable-speed configuration, you will need to configure your modem to adjust its serial port data rate to match the incoming call rate. On a USR Sportster 14,400 external modem, these commands will lock the modem's error-corrected data rate to the speed used to issue the commands, but allow the serial port rate to vary for non-error-corrected connections: ATZ AT&B2&W Checking the Modem's Configuration Most high-speed modems provide commands to view the modem's current operating parameters in a somewhat human-readable fashion. On the USR Sportster 14,400 external modems, the command ATI5 displays the settings that are stored in the non-volatile RAM. To see the true operating parameters of the modem (as influenced by the USR's DIP switch settings), use the commands ATZ and then ATI4. If you have a different brand of modem, check your modem's manual to see how to double-check your modem's configuration parameters. Troubleshooting Here are a few steps you can follow to check out the dial-up modem on your system. Checking out the FreeBSD System Hook up your modem to your FreeBSD system, boot the system, and, if your modem has status indication lights, watch to see whether the modem's DTR indicator lights when the login: prompt appears on the system's console — if it lights up, that should mean that FreeBSD has started a getty process on the appropriate communications port and is waiting for the modem to accept a call. If the DTR indicator does not light, login to the FreeBSD system through the console and issue a ps ax to see if FreeBSD is trying to run a getty process on the correct port. You should see 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 ttydN port, double-check your entries in /etc/ttys to see if there are any mistakes there. Also, check the log file /var/log/messages to see if there are any log messages from init or getty regarding any problems. If there are any messages, triple-check the configuration files /etc/ttys and /etc/gettytab, as well as the appropriate device special files /dev/ttydN, for any mistakes, missing entries, or missing device special files. Try Dialing In Try dialing into the system; be sure to use 8 bits, no parity, 1 stop bit on the remote system. If you do not get a prompt right away, or get garbage, try pressing Enter about once per second. If you still do not see a login: prompt after a while, try sending a BREAK. If you are using a high-speed modem to do the dialing, try dialing again after locking the dialing modem's interface speed (via AT&B1 on a USR Sportster, for example). If you still cannot get a login: prompt, check /etc/gettytab again and double-check that The initial capability name specified in /etc/ttys for the line matches a name of a capability in /etc/gettytab Each nx= entry matches another gettytab capability name Each tc= entry matches another gettytab capability name If you dial but the modem on the FreeBSD system will not answer, make sure that the modem is configured to answer the phone when DTR is asserted. If the modem seems to be configured correctly, verify that the DTR line is asserted by checking the modem's indicator lights (if it has any). If you have gone over everything several times and it still does not work, take a break and come back to it later. If it still does not work, perhaps you can send an electronic mail message to the &a.questions;describing your modem and your problem, and the good folks on the list will try to help. Dial-out Service dial-out service The following are tips to getting your host to be able to connect over the modem to another computer. This is appropriate for establishing a terminal session with a remote host. This is useful to log onto a BBS. This kind of connection can be extremely helpful to get a file on the Internet if you have problems with PPP. If you need to FTP something and PPP is broken, use the terminal session to FTP it. Then use zmodem to transfer it to your machine. My Stock Hayes Modem Is Not Supported, What Can I Do? Actually, the manual page for tip is out of date. There is a generic Hayes dialer already built in. Just use at=hayes in your /etc/remote file. The Hayes driver is not smart enough to recognize some of the advanced features of newer modems—messages like BUSY, NO DIALTONE, or CONNECT 115200 will just confuse it. You should turn those messages off when you use tip (using ATX0&W). Also, the dial timeout for tip is 60 seconds. Your modem should use something less, or else tip will think there is a communication problem. Try ATS7=45&W. 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? /etc/remote Make what is called a direct entry in your /etc/remote file. For example, if your modem is hooked up to the first serial port, /dev/cuaa0, then put in the following line: cuaa0:dv=/dev/cuaa0:br#19200:pa=none Use the highest bps rate your modem supports in the br capability. Then, type tip cuaa0 and you will be connected to your modem. If there is no /dev/cuaa0 on your system, do this: &prompt.root; cd /dev &prompt.root; 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 <keycombo action="simul"> <keycap>Ctrl</keycap><keycap>P</keycap> </keycombo> Twice to Send <keycombo action="simul"> <keycap>Ctrl</keycap><keycap>P</keycap> </keycombo> Once? CtrlP is the default force character, used to tell tip that the next character is literal data. You can set the force character to any other character with the ~s escape, which means set a variable. Type ~sforce=single-char followed by a newline. single-char is any single character. If you leave out single-char, then the force character is the nul character, which you can get by typing Ctrl2 or CtrlSPACE . A pretty good value for single-char is Shift Ctrl 6 , which is only used on some terminal servers. You can have the force character be whatever you want by specifying the following in your $HOME/.tiprc file: force=<single-char> Suddenly Everything I Type Is in UPPER CASE?? You must have pressed Ctrl A , tip's raise character, specially designed for people with broken caps-lock keys. Use ~s as above and set the variable raisechar to something reasonable. In fact, you can set it to the same as the force character, if you never expect to use either of these features. Here is a sample .tiprc file perfect for Emacs users who need to type Ctrl2 and CtrlA a lot: force=^^ raisechar=^^ The ^^ is ShiftCtrl6 . How Can I Do File Transfers with <command>tip</command>? If you are talking to another Unix system, you can send and receive files with ~p (put) and ~t (take). These commands run cat and echo on the remote system to accept and send files. The syntax is: ~p local-file remote-file ~t remote-file local-file There is no error checking, so you probably should use another protocol, like zmodem. How Can I Run zmodem with <command>tip</command>? To receive files, start the sending program on the remote end. Then, type ~C rz to begin receiving them locally. To send files, start the receiving program on the remote end. Then, type ~C sz files to send them to the remote system. Kazutaka YOKOTA Contributed by Bill Paul Based on a document by Setting Up the Serial Console serial console Introduction FreeBSD boot on a system with only a dumb terminal on a serial port as a console. Such a configuration should be useful for two classes of people: system administrators who wish to install FreeBSD on machines that have no keyboard or monitor attached, and developers who want to debug the kernel or device drivers. As described in , FreeBSD employs a three stage bootstrap. The first two stages are in the boot block code which is stored at the beginning of the FreeBSD slice on the boot disk. The boot block will then load and run the boot loader (/boot/loader) as the third stage code. In order to set up the serial console you must configure the boot block code, the boot loader code and the kernel. Serial Console Configuration Prepare a serial cable. null-modem cable You will need either a null-modem cable or a standard serial cable and a null-modem adapter. See for a discussion on serial cables. Unplug your keyboard. Most PC systems probe for the keyboard during the Power-On Self-Test (POST) and will generate an error if the keyboard is not detected. Some machines complain loudly about the lack of a keyboard and will not continue to boot until it is plugged in. If your computer complains about the error, but boots anyway, then you do not have to do anything special. (Some machines with Phoenix BIOS installed merely say Keyboard failed and continue to boot normally.) If your computer refuses to boot without a keyboard attached then you will have to configure the BIOS so that it ignores this error (if it can). Consult your motherboard's manual for details on how to do this. Setting the keyboard to Not installed in the BIOS setup does not mean that you will not be able to use your keyboard. All this does is tell the BIOS not to probe for a keyboard at power-on so 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 The Developer's Handbook 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 the &man.sio.4; manual page for more details. If the flags were not set, you need to run UserConfig (on a different console) or recompile the kernel. Create boot.config in the root directory of the a partition on the boot drive. This file will instruct the boot block code how you would like to boot the system. In order to activate the serial console, you need one or more of the following options—if you want multiple options, include them all on the same line: Toggles internal and serial consoles. You can use this to switch console devices. For instance, if you boot from the internal (video) console, you can use to direct the boot loader and the kernel to use the serial port as its console device. Alternatively, if you boot from the serial port, you can use the to tell the boot loader and the kernel to use the video display as the console instead. Toggles single and dual console configurations. In the single configuration the console will be either the internal console (video display) or the serial port, depending on the state of the option above. In the dual console configuration, both the video display and the serial port will become the console at the same time, regardless of the state of the option. However, that the dual console configuration takes effect only during the boot block is running. Once the boot loader gets control, the console specified by the option becomes the only console. Makes the boot block probe the keyboard. If no keyboard is found, the and options are automatically set. Due to space constraints in the current version of the boot blocks, the option is capable of detecting extended keyboards only. Keyboards with less than 101 keys (and without F11 and F12 keys) may not be detected. Keyboards on some laptop computers may not be properly found because of this limitation. If this is 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, at the console to interrupt the boot process. The boot blocks will then prompt you for further action. You should now see something like: >> FreeBSD/i386 BOOT Default: 0:wd(0,a)/boot/loader boot: Verify the above message appears on either the serial or internal console or both, according to the options you put in /boot.config. If the message appears in the correct console, hit Enter to continue the boot process. If you want the serial console but you do not see the prompt on the serial terminal, something is wrong with your settings. In the meantime, you enter and hit Enter/Return (if possible) to tell the boot block (and then the boot loader and the kernel) to choose the serial port for the console. Once the system is up, go back and check what went wrong. After the boot loader is loaded and you are in the third stage of the boot process you can still switch between the internal console and the serial console by setting appropriate environment variables in the boot loader. See . Summary Here is the summary of various settings discussed in this section and the console eventually selected. Case 1: You Set the flags to 0x10 for 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 systems will let you boot without a keyboard, there are quite a few that will not let you boot without a graphics adapter. Machines with AMI BIOSes can be configured to boot with no graphics adapter installed simply by changing the `graphics adapter' setting in the CMOS configuration to `Not installed.' However, many machines do not support this option and will refuse to boot if you have no display hardware in the system. With these machines, you will have to leave some kind of graphics card plugged in, (even if it is just a junky mono board) although you will not have to attach a monitor into it. You might also try installing an AMI BIOS. diff --git a/en_US.ISO8859-1/books/handbook/sound/chapter.sgml b/en_US.ISO8859-1/books/handbook/sound/chapter.sgml index 3b4f8a3e32..5ceb0bf41c 100644 --- a/en_US.ISO8859-1/books/handbook/sound/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/sound/chapter.sgml @@ -1,368 +1,368 @@ Moses Moore Contributed by Sound Synopsis FreeBSD supports a wide variety of sound cards, allowing you to enjoy high fidelity output from your computer. This includes the ability to record and playback audio in the MPEG Audio Layer 3 (MP3), WAV, and Ogg Vorbis formats as well as many other formats. The FreeBSD Ports Collection also contains applications allowing you to edit your recorded audio, add sound effects, and control attached MIDI devices. After reading this chapter you will know: How to locate your sound card. How to configure your system so that your sound card is recognized. Methods to test that your card is working using sample applications. How to troubleshoot your sound setup. Before reading this chapter you should: Know how to configure and install a new kernel () + linkend="kernelconfig">). Locating the Correct Device PCI ISA sound cards Before you begin, you should know the model of the card you have, the chip it uses, and whether it is a PCI or ISA card. FreeBSD supports a wide variety of both PCI and ISA cards. If you do not see your card in the following list, check the &man.pcm.4; manual page. This is not a complete list; however, it does list some of the most common cards. Crystal 4237, 4236, 4232, 4231 Yamaha OPL-SAx OPTi931 Ensoniq AudioPCI 1370/1371 ESS Solo-1/1E NeoMagic 256AV/ZX Sound Blaster Pro, 16, 32, AWE64, AWE128, Live Creative ViBRA16 Advanced Asound 100, 110, and Logic ALS120 ES 1868, 1869, 1879, 1888 Gravis UltraSound Aureal Vortex 1 or 2 kernel configuration The driver you use in your kernel depends on the kind of card you have. The sections below provide more information and what you will need to add to your kernel configuration. Creative, Advance, and ESS Sound Cards If you have one of the above cards, you will need to add device pcm to your kernel. If you have a PnP ISA card, you will also need to add device sbc to your kernel. For a non-PnP ISA card, add device pcm and device sbc0 at isa? port0x220 irq 5 drq 1 flags 0x15 to your kernel. Those are the default settings. You may need to change the IRQ, etc. See the &man.sbc.4; manual page for more information. The Sound Blaster Live is not supported under FreeBSD 4.0 without a patch, which this document will not cover. It is recommended that you update to the latest -STABLE before trying to use this card. Gravis UltraSound Cards For a PnP ISA card, you will need to add device pcm and device gusc to your kernel. If you have a non-PnP ISA card, you will need to add device pcm and device gus0 at isa? port 0x220 irq 5 drq 1 flags 0x13 to your kernel. You may need to change the IRQ, etc. See the &man.gusc.4; manual page for more information. Crystal Sound Cards For Crystal cards, you will need both device pcm and device csa in your kernel. Generic Support For PnP ISA or PCI cards, you will need to add device pcm to your kernel configuration. If you have a non-PnP ISA sound card that does not have a bridge driver, you will need to add device pcm0 at isa? irq 10 drq 1 flags 0x0 to your kernel configuration. You may need to change the IRQ, etc., to match your hardware configuration. Recompiling the Kernel After adding the driver(s) you need to your kernel configuration, you will need to recompile your kernel. Please see of the handbook for more information. Creating and Testing the Device Nodes device nodes After you reboot, log in and run cat /dev/sndstat. You should see output similar to the following: FreeBSD Audio Driver (newpcm) Sep 21 2000 18:29:53 Installed devices: pcm0: <Aureal Vortex 8830> at memory 0xfeb40000 irq 5 (4p/1r +channels duplex) If you see an error message, something went wrong earlier. If that happens, go through your kernel configuration file again and make sure you chose the correct device. If it reported no errors and returned pcm0, su to root and do the following: &prompt.root; cd /dev &prompt.root; sh MAKEDEV snd0 If it reported no errors and returned pcm1, su to root and do the following: &prompt.root; cd /dev &prompt.root; sh MAKEDEV snd1 Please note that either of the above commands will not create a /dev/snd device! Instead it creates a group of device nodes including: Device Description /dev/audio SPARC-compatible audio device /dev/dsp Digitized voice device /dev/dspW Like /dev/dsp, but 16 bits per sample /dev/midi Raw midi access device /dev/mixer Control port mixer device /dev/music Level 2 sequencer interface /dev/sequencer Sequencer device /dev/pss Programmable device interface If all goes well, you should now have a functioning sound card. If you do not, see the next section. Common Problems device node I get an unsupported subdevice XX error! One or more of the device nodes was not created correctly. Repeat the steps above. I/O port I get a sb_dspwr(XX) timed out error! The I/O port is not set correctly. IRQ I get a bad irq XX error! The IRQ is set incorrectly. Make sure that the set IRQ and the sound IRQ are the same. I get a xxx: gus pcm not attached, out of memory error. What causes that? If this happens, it is because there is not enough available memory to use the device. diff --git a/en_US.ISO8859-1/books/handbook/users/chapter.sgml b/en_US.ISO8859-1/books/handbook/users/chapter.sgml index 0ccf88b880..d363c38f50 100644 --- a/en_US.ISO8859-1/books/handbook/users/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/users/chapter.sgml @@ -1,1027 +1,1028 @@ Neil Blakey-Milner Contributed by Users and Basic Account Management Synopsis FreeBSD allows multiple users to use the computer at the same time. Obviously, only one of those users can be sat in front of the screen and keyboard at any one time, but any number of users can log in through the network to get their work done. To use the system every user must have an account. After reading this chapter you will know: The differences between the various user accounts on a FreeBSD - system + system. - How to add user accounts + How to add user accounts. - How to remove user accounts + How to remove user accounts. How to change account details, such as the user's full name, or - preferred shell + preferred shell. How to set limits on a per-account basis, to control the resources such as memory and CPU time that accounts and groups of - accounts are allowed to access + accounts are allowed to access. - How to use groups to make account management easier + How to use groups to make account management easier. Before reading this chapter you should: - Read + Understand the basics of Unix and FreeBSD (). Introduction All access to the system is achieved via accounts, and all processes are run by users, so user and account management are of integral importance on FreeBSD systems. Every account on a FreeBSD system has certain information associated with it to identify the account. User name The user name as it would be typed at the login: prompt. User names must be unique across the computer; you may not have two users with the same user name. There are a number of rules for creating valid user names, documented in &man.passwd.5;; you would typically use user names that consist of eight or fewer all lower case characters. Password Each account has a password associated with it. The password may be blank, in which case no password will be required to access the system. This is normally a very bad idea; every account should have a password. User ID (UID) The UID is a number from 0 to 65536 used to uniquely identify the user to the system. Internally FreeBSD uses the UID to identify users—any FreeBSD commands that allow you to specify a user name will convert it to the UID before working with it. This means that you can have several accounts with different user names but the same UID. As far as FreeBSD is concerned these accounts are one user. It is unlikely you will ever need to do this. Group ID (GID) The GID is a number from 0 to 65536 used to uniquely identify the primary group that the user belongs to. Groups are a mechanism for controlling access to resources based on a user's GID rather than their UID. This can significantly reduce the size of some configuration files. A user may also be in more than one group. Login class Login classes are an extension to the group mechanism that provide additional flexibility when tailoring the system to different users. Password change time By default FreeBSD does not force users to change their passwords periodically. You can enforce this on a per-user basis, forcing some or all of your users to change their passwords after a certain amount of time has elapsed. Account expiry time By default FreeBSD does not expire accounts. If you are creating accounts that you know have a limited lifespan, for example, in a school where you have accounts for the students, then you can specify when the account expires. After the expiry time has elapsed the account can not be used to log in to the system, although the account's directories and files will remain. User's full name The user name uniquely identifies the account to FreeBSD, but does not necessarily reflect the user's real name. This information can be associated with the account. Home directory The home directory is the full path to a directory on the system in which the user will start when logging on to the system. A common convention is to put all user home directories under /home/username. The user would store their personal files in their home directory, and any directories they may create in there. User shell The shell provides the default environment users use to interact with the system. There are many different kinds of shells, and experienced users will have their own preferences, which can be reflected in their account settings. There are three main types of accounts; the Superuser, system users, and user accounts. The Superuser account, usually called root, is used to manage the system with no limitations on privileges. System users run services. Finally, user accounts are used by real people, who log on, read mail, and so forth. The Superuser Account accounts superuser (root) The superuser account, usually called root, comes preconfigured to facilitate system administration, and should not be used for day-to-day tasks like sending and receiving mail, general exploration of the system, or programming. This is because the superuser, unlike normal user accounts, can operate without limits, and misuse of the superuser account may result in spectacular disasters. User accounts are unable to destroy the system by mistake, so it is generally best to use normal user accounts whenever possible, unless you especially need the extra privilege. You should always double and triple-check commands you issue as the superuser, since an extra space or missing character can mean irreparable data loss. So, the first thing you should do after reading this chapter, is to create an unprivileged user account for yourself for general usage, if you have not already. This applies equally whether you are running a multi-user or single-user machine. Later in this chapter, we discuss how to create additional accounts, and how to change between the normal user and superuser. System Accounts accounts system System users are those used to run services such as DNS, mail, web servers, and so forth. The reason for this is security; if all services ran as the superuser, they could act without restriction. accounts daemon accounts operator Examples of system users are daemon, operator, bind (for the Domain Name Service), and news. Often sysadmins create httpd to run web servers they install. accounts nobody nobody is the generic unprivileged system user. However, it is important to keep in mind that the more services that use nobody, the more files and processes that user will become associated with, and hence the more privileged that user becomes. User Accounts accounts user User accounts are the primary means of access for real people to the system, and these accounts insulate the user and the environment, preventing the users from damaging the system or other users, and allowing users to customize their environment without affecting others. Every person accessing your system should have a unique user account. This allows you to find out who is doing what, prevent people from clobbering each others' settings or reading each others' mail, and so forth. Each user can set up their own environment to accommodate their use of the system, by using alternate shells, editors, key bindings, and language. Modifying Accounts accounts modifying pw is a powerful and flexible tool to modify all aspects of user accounts. For most tasks however, adduser and rmuser are recommended to add and remove accounts respectively. chpass allows both the system administrator and normal users to adjust passwords, shells, and personal information. If you are only interested in changing a password then the passwd command is usually quicker. adduser accounts adding adduser /usr/share/skel skeleton directory adduser is a simple program for adding new users. It creates entries in the system passwd and group files. It will also create a home directory for the new user, copy in the default configuration files ("dotfiles") from /usr/share/skel, and can optionally mail the new user a welcome message. To create the initial configuration file, use adduser -s -config_create. The makes adduser default to quiet. We use later when we want to change defaults. Next, we configure adduser defaults, and create our first user account, since using root for normal usage is evil and nasty. Configuring adduser &prompt.root; adduser -v Use option ``-silent'' if you don't want to see all warnings and questions. Check /etc/shells Check /etc/master.passwd Check /etc/group Enter your default shell: csh date no sh tcsh zsh [sh]: zsh Your default shell is: zsh -> /usr/local/bin/zsh Enter your default HOME partition: [/home]: Copy dotfiles from: /usr/share/skel no [/usr/share/skel]: Send message from file: /etc/adduser.message no [/etc/adduser.message]: no Do not send message Use passwords (y/n) [y]: y Write your changes to /etc/adduser.conf? (y/n) [n]: y Ok, let's go. Don't worry about mistakes. I will give you the chance later to correct any input. Enter username [a-z0-9_-]: jru Enter full name []: J. Random User Enter shell csh date no sh tcsh zsh [zsh]: Enter home directory (full path) [/home/jru]: Uid [1001]: Enter login class: default []: Login group jru [jru]: Login group is ``jru''. Invite jru into other groups: guest no [no]: wheel Enter password []: Enter password again []: Name: jru Password: **** Fullname: J. Random User Uid: 1001 Gid: 1001 (jru) Class: Groups: jru wheel HOME: /home/jru Shell: /usr/local/bin/zsh OK? (y/n) [y]: y Added user ``jru'' Copy files from /usr/share/skel to /home/jru Add another user? (y/n) [y]: n Goodbye! &prompt.root; In summary, we changed the default shell to zsh (an additional shell found in packages), and turned off the sending of a welcome mail to added users. We then saved the configuration, and then created an account for jru, and we made sure jru is in wheel group (which we will see is important later). The password you type in is not echoed, nor are asterisks displayed. Make sure you do not mistype the password twice. Just use adduser without arguments from now on, and you will not have to go through changing the defaults. If the program asks you to change the defaults, exit the program, and try the option. <application>rmuser</application> rmuser accounts removing You can use rmuser to completely remove a user from the system. rmuser performs the following steps: Removes the user's &man.crontab.1; entry (if any). Removes any &man.at.1; jobs belonging to the user. Kills all processes owned by the user. Removes the user from the system's local password file. Removes the user's home directory (if it is owned by the user). Removes the incoming mail files belonging to the user from /var/mail. Removes all files owned by the user from temporary file storage areas such as /tmp. Finally, removes the username from all groups to which it belongs in /etc/group. If a group becomes empty and the group name is the same as the username, the group is removed; this complements the per-user unique groups created by &man.adduser.8;. rmuser cannot be used to remove superuser accounts, since that is almost always an indication of massive destruction. By default, an interactive mode is used, which attempts to make sure you know what you are doing. rmuser Interactive Account Removal &prompt.root; rmuser jru Matching password entry: jru:*:1001:1001::0:0:J. Random User:/home/jru:/usr/local/bin/tcsh Is this the entry you wish to remove? y Remove user's home directory (/home/jru)? y Updating password file, updating databases, done. Updating group file: trusted (removing group jru -- personal group is empty) done. Removing user's incoming mail file /var/mail/jru: done. Removing files belonging to jru from /tmp: done. Removing files belonging to jru from /var/tmp: done. Removing files belonging to jru from /var/tmp/vi.recover: done. &prompt.root; <application>pw</application> pw pw is a command line utility to create, remove, modify, and display users and groups, and functions as an editor of the system user and group files. This section describes its use for users. The Groups section below describes its use for groups. It is designed to be useful both as a directly executed command and for use from shell scripts. For detailed information, please see &man.pw.8;. <application>chpass</application> chpass chpass changes user database information such as passwords, shells, and personal information. Only system administrators, as the superuser, may change other users' information and passwords with chpass. When passed no options, aside from an optional username, chpass displays an editor containing user information. When the user exists from the editor, the user database is updated with the new information. Interactive chpass by Superuser #Changing user database information for jru. Login: jru Password: * Uid [#]: 1000 Gid [# or name]: 1000 Change [month day year]: Expire [month day year]: Class: Home directory: /home/jru Shell: /usr/local/bin/tcsh Full Name: J. Random User Office Location: Office Phone: Home Phone: Other information: The normal user can change only a small subsection of this information, and only for themselves. Interactive chpass by Normal User #Changing user database information for jru. Shell: /usr/local/bin/tcsh Full Name: J. Random User Office Location: Office Phone: Home Phone: Other information: chfn and chsh are just links to chpass, as are ypchpass, ypchfn, and ypchsh. NIS support is automatic, so specifying the yp before the command is not necessary. passwd passwd accounts changing password passwd is the usual way to change your own password as a user, or another user's password as the superuser. Users must type in their original password before changing their password, to prevent an unauthorized person from changing their password when the user is away from their console. Changing Your Password &prompt.user; passwd Changing local password for jru. Old password: New password: Retype new password: passwd: updating the database... passwd: done Changing Another User's Password as the Superuser &prompt.root; passwd jru Changing local password for jru. New password: Retype new password: passwd: updating the database... passwd: done yppasswd is just a link to passwd. NIS support is automatic, so specifying the yp before the command is not necessary. Limiting Users limiting users accounts limiting If you run a multi-user system, chances are that you do not trust all of your users not to damage your system. FreeBSD provides a number of ways a system administrator can limit the amount of system resources an individual user can use. These limits are generally divided into two sections: disk quotas, and other resource limits. quotas limiting users quotas disk quotas Disk quotas are a way for the system administrator to tell the filesystem the amount of disk space a user may use; moreover, they provide a way to quickly check on the disk usage of a user without having to calculate it every time. Quotas are discussed in . The other resource limits include ways to limit the amount of CPU, memory, and other resources a user may consume. These are defined using login classes and are discussed here. /etc/login.conf Login classes are defined in /etc/login.conf. The precise semantics are beyond the scope of this section, but are described in detail in the &man.login.conf.5; manual page. It is sufficient to say that each user is assigned to a login class (default by default), and that each login class has a set of login capabilities associated with it. A login capability is a name=value pair, where name is a well-known identifier and value is an arbitrary string processed accordingly depending on the name. Setting up login classes and capabilities is rather straight-forward, and is also described in &man.login.conf.5;. Resource limits are different from plain vanilla login capabilities in two ways. First, for every limit, there is a soft (current) and hard limit. A soft limit may be adjusted by the user or application, but may be no higher than the hard limit. The latter may be lowered by the user, but never raised. Second, most resource limits apply per process to a specific user, not the user as a whole. Note, however, that these differences are mandated by the specific handling of the limits, not by the implementation of the login capability framework (i.e., they are not really a special case of login capabilities). And so, without further ado, below are the most commonly used resource limits (the rest, along with all the other login capabilities, may be found in &man.login.conf.5;). coredumpsize coredumpsize limiting users coredumpsize The limit on the size of a core file generated by a program is, for obvious reasons, subordinate to other limits on disk usage (e.g., filesize, or disk quotas). Nevertheless, it is often used as a less-severe method of controlling disk space consumption: since users do not generate core files themselves, and often do not delete them, setting this may save them from running out of disk space should a large program (e.g., emacs) crash. cputime cputime limiting users cputime This is the maximum amount of CPU time a user's process may consume. Offending processes will be killed by the kernel. This is a limit on CPU time consumed, not percentage of the CPU as displayed in some fields by &man.top.1; and &man.ps.1;. A limit on the latter is, at the time of this writing, not possible, and would be rather useless: a compiler—probably a legitimate task—can easily use almost 100% of a CPU for some time. filesize filesize limiting users filesize This is the maximum size of a file the user may possess. Unlike disk quotas, this limit is enforced on individual files, not the set of all files a user owns. maxproc maxproc limiting users maxproc This is the maximum number of processes a user may be running. This includes foreground and background processes alike. For obvious reasons, this may not be larger than the system limit specified by the kern.maxproc sysctl. Also note that setting this too small may hinder a user's productivity: it is often useful to be logged in multiple times or execute pipelines. Some tasks, such as compiling a large program, also spawn multiple processes (e.g., &man.make.1;, &man.cc.1;, and other intermediate preprocessors). memorylocked memorylocked limiting users memorylocked This is the maximum amount a memory a process may have requested to be locked into main memory (e.g., see &man.mlock.2;). Some system-critical programs, such as &man.amd.8;, do this so that their getting swapped out does not contribute to a system's thrashing in time of trouble. memoryuse memoryuse limiting users memoryuse This is the maximum amount of memory a process may consume at any given time. It includes both core memory and swap usage. This is not a catch-all limit for restricting memory consumption, but it is a good start. openfiles openfiles limiting users openfiles This is the maximum amount of files a process may have open. In FreeBSD, files are also used to represent sockets and IPC channels; thus, be careful not to set this too low. The system-wide limit for this is defined by the kern.maxfiles sysctl. sbsize sbsize limiting users sbsize This is the limit on the amount of network memory, and thus mbufs, a user may consume. This originated as a response to an old DoS attack by creating a lot of sockets, but can be generally used to limit network communications. stacksize stacksize limiting users stacksize This is the maximum size a process' stack may grow to. This alone is not sufficient to limit the amount of memory a program may use; consequently, it should be used in conjunction with other limits. There are a few other things to remember when setting resource limits. Following are some general tips, suggestions, and miscellaneous comments. Processes started at system startup by /etc/rc are assigned to the daemon login class. Although the /etc/login.conf that comes with the system is a good source of reasonable values for most limits, only you, the administrator, can know what is appropriate for your system. Setting a limit too high may open your system up to abuse, while setting it too low may put a strain on productivity. Users of the X Window System (X11) should probably be granted more resources than other users. X11 by itself takes a lot of resources, but it also encourages users to run more programs simultaneously. Remember that many limits apply to individual processes, not the user as a whole. For example, setting openfiles to 50 means that each process the user runs may open up to 50 files. Thus, the gross amount of files a user may open is the value of openfiles multiplied by the value of maxproc. This also applies to memory consumption. For further information on resource limits and login classes and capabilities in general, please consult the relevant manual pages: &man.cap.mkdb.1;, &man.getrlimit.2;, &man.login.conf.5;. Personalizing Users Localization is an environment set up by the system administrator or user to accommodate different languages, character sets, date and time standards, and so on. This is discussed in the localization chapter. Groups groups /etc/groups accounts groups A group is simply a list of users. Groups are identified by their group name and gid (group ID). In FreeBSD (and most other Unix systems), the two factors the kernel uses to decide whether a process is allowed to do something is its user ID and list of groups it belongs to. Unlike a user ID, a process has a list of groups associated with it. You may hear some things refer to the "group ID" of a user or process; most of the time, this just means the first group in the list. The group name to group ID map is in /etc/group. This is a plain text file with four colon-delimited fields. The first field is the group name, the second is the encrypted password, the third the group ID, and the fourth the comma-delimited list of members. It can safely be edited by hand (assuming, of course, that you do not make any syntax errors!). For a more complete description of the syntax, see the &man.group.5; manual page. If you do not want to edit /etc/group manually, you can use the &man.pw.8; command to add and edit groups. For example, to add a group called teamtwo and then confirm that it exists you can use: Adding a Group Using &man.pw.8; &prompt.root; pw groupadd teamtwo &prompt.root; pw groupshow teamtwo teamtwo:*:1100: The number 1100 above is the group ID of the group teamtwo. Right now, teamtwo has no members, and is thus rather useless. Let's change that by inviting jru to the teamtwo group. Adding Somebody to a Group Using &man.pw.8; &prompt.root; pw groupmod teamtwo jru &prompt.root; pw groupshow teamtwo teamtwo:*:1100:jru The argument to the option is a comma-delimited list of users who are members of the group. From the preceding sections, we know that the password file also contains a group for each user. The latter (the user) is automatically added to the group list by the system; the user will not show up as a member when using the groupshow command to &man.pw.8;, but will show up when the information is queried via &man.id.1; or similar tool. In other words, &man.pw.8; only manipulates the /etc/group file; it will never attempt to read additionally data from /etc/passwd. Using &man.id.1; to Determine Group Membership &prompt.user; id jru uid=1001(jru) gid=1001(jru) groups=1001(jru), 1100(teamtwo) As you can see, jru is a member of the groups jru and teamtwo. For more information about &man.pw.8;, see its manual page, and for more information on the format of /etc/group, consult the &man.group.5; manual page. diff --git a/en_US.ISO8859-1/books/handbook/x11/chapter.sgml b/en_US.ISO8859-1/books/handbook/x11/chapter.sgml index 9495b03589..9d738eb88f 100644 --- a/en_US.ISO8859-1/books/handbook/x11/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/x11/chapter.sgml @@ -1,1394 +1,1394 @@ The X Window System Synopsis FreeBSD uses XFree86 to provide users with a powerful graphical user interface. XFree86 is a open-source implementation of the X Window System. The following chapter will cover installation and configuration of XFree86 on your FreeBSD system. For more information on X11 and to see whether your video card is supported, check the XFree86 web site. After reading this chapter you will know: How to install and configure XFree86. The various components of the X window system, and how they - interoperate + interoperate. - How to install and use different window managers - How to use TrueType fonts in XFree86 + How to install and use different window managers. + How to use TrueType fonts in XFree86. How to setup your system for graphical logins (XDM). Before reading this chapter you should: Know how to install additional third-party - software () + software (). Installing XFree86 XFree86 is available as a port and as a package, making it easy to install. You can also download the binaries directly from the XFree86 organization and install them by hand, following the instructions provided by the XFree86 group. Your only decision is which version of XFree86 to run. XFree86 3.X is the maintenance branch of XFree86 development. It is very stable, and it supports a huge number of graphics cards. However, no new development is happening there. XFree86 4.X is a redesign of XFree86. As well as introducing many new features (including much better support for fonts and anti-aliasing), XFree86 4.X supports slightly fewer graphics cards. If your card is supported we recommend you run 4.X. If it is not then run 3.X. The rest of this chapter will explain how to configure XFree86, and suggest various programs for X that you might want to try. Christopher Shumway Contributed by XFree86 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 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 does not 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 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 Configuration of XFree86 4.X 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. Understanding X If you are familiar with using windowing systems that ship with other operating systems, such as Microsoft Windows, or MacOS, then you may find your first introduction to X to be something of a culture shock. Today, as Unix desktop environments such as KDE and GNOME become more prevalent it is less necessary to understand all the behind-the-scenes interaction between the various X components, or what those components actually are. However, one of X's strengths is its underlying design, which lends a great deal of flexibility, and makes it possible to do things with X that are impossible with other, more rigid, systems. Why X? X is not the first window system written for Unix, but it is the most popular. X's original development team had worked on another window system before writing X. That system's name was W (for Window, obviously). X is just the next letter in the Roman alphabet. X can be referred to variously as X, X Window System, X11, and other terms. X Windows is to be avoided wherever possible; see &man.X.1; for more information. The X Client/Server Model X was designed from the beginning to be network-centric, and adopts a client-server model. In the X model, the X server runs on the computer that has the keyboard, monitor, and mouse attached. The server is responsible for managing the display, handling input from the keyboard and mouse, and so on. Each X application (such as XTerm, or Netscape) is a client. A client sends messages to the server such as Please draw a window at these coordinates, and the server sends back messages such as The user just clicked on your OK button. If you are using FreeBSD in a home or small office environment where you only have one computer then you will be running the X server and the X clients on the same computer. However, if you have many machines running FreeBSD it is perfectly possible to run the X server on the computer by your desk (which might be quite a low specification machine) and run your X applications (the clients) on the powerful expensive server that serves your office. In this scenario the communication between the X client and server takes place over the network. This confuses a lot of people, because the X terminology is exactly backward to what they expect. They expect the X server to be the big powerful machine down the hall, and the X client to be the machine on their desk. As long as you remember that the X server is the machine with the monitor and keyboard, and the X clients are the programs that display the windows you will not get confused. There is an interesting side-effect to this design. There is nothing in the forces the client and server machines to be running the same operating system, or even to be running on the same type of computer. It is perfectly feasible to run an X server on Microsoft Windows or Apple's MacOS, and there are various free and commercial applications available that do exactly that. The X server that ships with FreeBSD is called XFree86, and is available for free, under a license very similar to the FreeBSD license. Commercial X servers for FreeBSD are also available, should you want one. The Window Manager The X design philosophy is much like the Unix design philosophy, tools, not policy. By this we mean that X (and Unix) does not try to dictate to the end user how they should accomplish whatever task they are trying to solve. Instead, they aim to provide the user tools to do the job, and it is the user's responsibility to decide how to use those tools. This philosophy extends to X not dictating what windows should look like on screen, how you move them around with your mouse, what keystrokes you should use to move between windows (i.e., Alt Tab , if you are familiar with Windows), what the title bars on each window should look like, whether or not they have close buttons on them, and so on. Instead, X delegates this responsibility to an application called the Window Manager. There are dozens of window managers available for X; AfterStep, Enlightenment, ctwm, ftwm, sawfish, twm, WindowMaker and more. Each of these window managers provides a different look and feel; some of them support virtual desktops some of them allow you to completely customize the keystrokes you can use to manage your desktop; some have a Start button, or similar device; some are themeable, allowing you to completely change the look-and-feel of your desktop by applying a new theme. These window managers, and many more, are available in the x11-wm category of the Ports Collection. In addition, the KDE and GNOME desktop environments both have their own window managers which integrate tightly with the desktop, although both of them allow you to replace the default window manager with your own choice. Each window manager also has a different configuration mechanism; some expect you to write a configuration file by hand; others feature GUI tools for carrying most of the configuration tasks; at least one (sawfish) has a configuration file written in a dialect of the Lisp language, which is very powerful (if you are in to that sort of thing). As you can imagine, this flexibility comes with a price. It can be very difficult for documents such as this one to guide you through choosing and configuring a window manager because the available choice is so wide. Focus Policy Another feature the window manager is responsible for is the mouse focus policy. Each windowing system, be it X, Microsoft Windows, or some other has an abstraction called the focus, and at any one time only one window can have the focus. The window that has the focus is the window that will receive all your key presses and mouse clicks. You are probably familiar with a focus policy commonly called click-to-focus. This means that you must click on the window you want to have the focus. The window may then come to the top of the stack, and all your key presses will now be directed to this window, even if you move the mouse outside the window. To give the focus to another window you must first click in it. X does not support any particular focus policy. Instead, the window manager controls which window has the focus at any one time. Different window managers will support different focus methods. All of them support click to focus, and the majority of them support several others. The two other most popular focus policies are: focus-follows-mouse With this policy, the window that is under the mouse pointer is the window that has the focus. This may not necessarily be the window that is on top of all the other windows. You can change the focus by pointing at another window, there is no need to click in it as well. After getting used to this policy it can be very disorientating going back to another system that uses click-to-focus. sloppy-focus This policy is a small extension to focus-follows-mouse. With focus-follows-mouse, if you move the mouse over the background (or desktop, also called the root window) then no window has the focus, and your key presses go nowhere. If you use sloppy-focus and move the mouse pointer on the root window then the last window that had the focus will keep it. Your window manager will almost certainly support other policies, and variations on these two, so make sure you read the documentation it is supplied with. Widgets The X approach of providing tools and not policy extends to the widgets that you see on screen in each application. Widget is a GUI term for all the items in the user interface that you can click on and manipulate in some way; buttons, checkboxes, radio buttons, icons, lists, and so on. Microsoft Windows Developer documentation calls these things controls. Microsoft Windows and Apple's MacOS both have a very rigid widget policy. Application developers are supposed to ensure that their applications share a common look and feel. X was designed long before either of these windowing systems, when research into GUI systems was in its infancy, and it was felt that it would not be sensible to mandate a particular graphical style, or set of widgets that have to be adhered to. If you examine the evolution of the Windows or MacOS GUI over the past ten years you will see many examples of how the interfaces have been altered over time to reflect new thinking in the art of Human/Computer Interaction. The upshot of this is that you can not expect X applications to have a common look and feel. There are several popular widget sets (and variations), including the original Athena widget set (developed at MIT), Motif (on which the widget set in Microsoft Windows was modeled, all bevelled edges and three shades of grey), OpenLook, and others. Most newer X applications today will use a modern-looking widget set, probably either Qt, used by KDE, or GTK, used by the GNOME project. In this respect we are beginning to see a convergence in look-and-feel on the Unix desktop, which certainly makes things easier for the novice user. However, the sudden rise in popularity of theming, where window managers make it possible to dramatically personally your desktop and alter the look and feel of the widgets risks confusing the issue once more. Murray Stokely Contributed by 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 (x11-fonts/urwfonts) includes high quality versions of standard type1 fonts (Times Roman, Helvetica, Palatino and others). The Freefont collection (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 back-ends. 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 x11-servers/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 cannot 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 have installed these new files. There is a FreeBSD port for x11-fonts/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 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 would like anti-aliased. Anti-aliasing makes sense only for scalable fonts (basically, Type1 and TrueType) so do not 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 do not 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. Seth Kingsley Contributed by 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. Valentino Vaschetto Contributed by Desktop Environments 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 manager. 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-session instead. If you have not added anything special to your configuration file, then it is enough to simply type: &prompt.root; echo "/usr/X11R6/bin/gnome-session" > ~/.xinitrc That's it. Type startx and you will be in the GNOME desktop environment. If you are 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 window manager command with /usr/X11R6/bin/gnome-session; or else, &prompt.root; echo "#!/bin/sh" > ~/.xsession &prompt.root; echo "/usr/X11R6/bin/gnome-session" >> ~/.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 does not 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 are 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 are 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-session 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 will 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 are 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 are 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 will 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-session.) Include a label failsafe. Play with the other menus as you like (those are mainly cosmetic and self-explanatory). When you are 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-session ;; 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 are 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 are 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 Themeable (since it uses gtk+) Fast, light and efficient: ideal for older/slower machines or machines 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 are 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.)