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@(#)2.t 8.1 (Berkeley) 7/27/93
$FreeBSD$
.Sh 1 "Bootstrap procedure"
This section explains the bootstrap procedure that can be used to get the kernel supplied with this distribution running on your machine. If you are not currently running \*(Ps you will have to do a full bootstrap. Section 3 describes how to upgrade a \*(Ps system. An understanding of the operations used in a full bootstrap is helpful in doing an upgrade as well. In either case, it is highly desirable to read and understand the remainder of this document before proceeding.
The distribution supports a somewhat wider set of machines than those for which we have built binaries. The architectures that are supported only in source form include:
If you wish to run one of these architectures, you will have to build a cross compilation environment. Note that the distribution does not include the machine support for the Tahoe and VAX architectures found in previous BSD distributions. Our primary development environment is the HP9000/300 series machines. The other architectures are developed and supported by people outside the university. Consequently, we are not able to directly test or maintain these other architectures, so cannot comment on their robustness, reliability, or completeness. .Sh 2 "Bootstrapping from the tape"
The set of files on the distribution tape are as follows:
n /var filesystem
n /usr filesystem
n /usr/src except sys and contrib
The tape bootstrap procedure used to create a working system involves the following major steps:
n /var and
n /usr filesystems from tape with .Xr tar (1).
The following sections describe the above steps in detail. The details of the first step vary between architectures. The specific steps for the HP300, SPARC, and DECstation are given in the next three sections respectively. You should follow the instructions for your particular architecture. In all sections, commands you are expected to type are shown in italics, while that information printed by the system is shown emboldened. .Sh 2 "Booting the HP300" .Sh 3 "Supported hardware"
The hardware supported by \*(4B for the HP300/400 is as follows:
| CPU's |
| 68020 based (318, 319, 320, 330 and 350), |
| 68030 based (340, 345, 360, 370, 375, 400) and |
| 68040 based (380, 425, 433). |
| DISK's |
| HP-IB/CS80 (7912, 7914, 7933, 7936, 7945, 7957, 7958, 7959, 2200, 2203) |
| and SCSI-I (including magneto-optical). |
| TAPE's |
| Low-density CS80 cartridge (7914, 7946, 9144), |
| high-density CS80 cartridge (9145), |
| HP SCSI DAT and |
| SCSI Exabyte. |
| RS232 |
| 98644 built-in single-port, 98642 4-port and 98638 8-port interfaces. |
| NETWORK |
| 98643 internal and external LAN cards. |
| GRAPHICS |
| Terminal emulation and raw frame buffer support for |
| 98544 / 98545 / 98547 (Topcat color & monochrome), |
| 98548 / 98549 / 98550 (Catseye color & monochrome), |
| 98700 / 98710 (Gatorbox), |
| 98720 / 98721 (Renaissance), |
| 98730 / 98731 (DaVinci) and |
| A1096A (Hyperion monochrome). |
| INPUT |
| General interface supporting all HIL devices. |
| (e.g. keyboard, 2 and 3 button mice, ID module, ...) |
| MISC |
| Battery-backed real time clock, |
| builtin and 98625A/B HP-IB interfaces, |
| builtin and 98658A SCSI interfaces, |
| serial printers and plotters on HP-IB, |
| and SCSI autochanger device. |
Major items that are not supported include the 310 and 332 CPU's, 400 series machines configured for Domain/OS, EISA and VME bus adaptors, audio, the centronics port, 1/2" tape drives (7980), CD-ROM, and the PVRX/TVRX 3D graphics displays. .Sh 3 "Standalone device file naming"
The standalone system device name syntax on the HP300 is of the form: xx(a,c,u,p) where xx is the device type, a specifies the adaptor to use, c the controller, u the unit, and p a partition. The device type differentiates the various disks and tapes and is one of: ``rd'' for HP-IB CS80 disks, ``ct'' for HP-IB CS80 cartridge tapes, or ``sd'' for SCSI-I disks (SCSI-I tapes are currently not supported). The adaptor field is a logical HP-IB or SCSI bus adaptor card number. This will typically be 0 for SCSI disks, 0 for devices on the ``slow'' HP-IB interface (usually tapes) and 1 for devices on the ``fast'' HP-IB interface (usually disks). To get a complete mapping of physical (select-code) to logical card numbers just type a ^C at the standalone prompt. The controller field is the disk or tape's target number on the HP-IB or SCSI bus. For SCSI the range is 0 to 6 (7 is the adaptor address) and for HP-IB the range is 0 to 7. The unit field is unused and should be 0. The partition field is interpreted differently for tapes and disks: for disks it is a disk partition (in the range 0-7), and for tapes it is a file number offset on the tape. Thus, partition 2 of a SCSI disk drive at target 3 on SCSI bus 1 would be ``sd(1,3,0,2)''. If you have only one of any type bus adaptor, you may omit the adaptor and controller numbers; e.g. ``sd(0,2)'' could be used instead of ``sd(0,0,0,2)''. The following examples always use the full syntax for clarity. .Sh 3 "The procedure"
The basic steps involved in bringing up the HP300 are as follows:
For your first system you will have to obtain a formatted disk of a type given in the ``supported hardware'' list above. If you want to load an entire binary system (i.e., everything except
n /usr/src ), on the single disk you will need a minimum of 290MB, ruling out anything smaller than a 7959B/S disk. The disklabel included in the bootstrap root image is laid out to accommodate this scenario. Note that an HP SCSI magneto-optical disk will work fine for this case. \*(4B will boot and run (albeit slowly) using one. If you want to load source on a single disk system, you will need at least 640MB (at least a 2213A SCSI or 2203A HP-IB disk). A disk as small as the 7945A (54MB) can be used for the bootstrap procedure but will hold only the root and primary swap partitions. If you plan to use multiple disks, refer to section 2.5 for suggestions on partitioning.
After selecting a disk, you may need to format it. Since most HP disk drives come pre-formatted (except optical media) you probably will not, but if necessary, you can format a disk under HP-UX using the .Xr mediainit (1m) program. Once you have \*(4B up and running on one machine you can use the .Xr scsiformat (8) program to format additional SCSI disks. Any additional HP-IB disks will have to be formatted using HP-UX. .Sh 4 "Step 2: copying the root filesystem from tape to disk"
Once you have a formatted second disk you can use the .Xr dd (1) command under HP-UX to copy the root filesystem image from the tape to the beginning of the second disk. For HP's, the root filesystem image is the first file on the tape. It includes a disklabel and bootblock along with the root filesystem. An example command to copy the image from tape to the beginning of a disk is: dd if=/dev/rmt/0m of=/dev/rdsk/1s0 bs=\*(Bzb The actual special file syntax may vary depending on unit numbers and the version of HP-UX that is running. Consult the HP-UX .Xr mt (7) and .Xr disk (7) man pages for details.
Note that if you have a SCSI disk, you don't necessarily have to use HP-UX (or an HP) to create the boot disk. Any machine and operating system that will allow you to copy the raw disk image out to block 0 of the disk will do.
If you have only a single machine with a single disk, you may still be able to install and boot \*(4B if you have an HP-IB cartridge tape drive. If so, you can use a more difficult approach of booting a standalone copy program from the tape, and using that to copy the root filesystem image from the tape to the disk. To do this, you need to extract the first file of the distribution tape (the root image), copy it over to a machine with a cartridge drive and then copy the image onto tape. For example: dd if=/dev/rst0 of=bootimage bs=\*(Bzb rcp bootimage foo:/tmp/bootimage <login to foo> dd if=/tmp/bootimage of=/dev/rct/0m bs=\*(Bzb Once this tape is created you can boot and run the standalone tape copy program from it. The copy program is loaded just as any other program would be loaded by the bootrom in ``attended'' mode: reset the CPU, hold down the space bar until the word ``Keyboard'' appears in the installed interface list, and enter the menu selection for SYS_TCOPY. Once loaded and running:
| From: ^C (control-C to see logical adaptor assignments) |
| hpib0 at sc7 |
| scsi0 at sc14 |
| From: ct(0,7,0,0) (HP-IB tape, target 7, first tape file) |
| To: sd(0,0,0,2) (SCSI disk, target 0, third partition) |
| Copy completed: 1728 records copied |
This copy will likely take 30 minutes or more. .Sh 4 "Step 3: booting the root filesystem"
You now have a bootable root filesystem on the disk. If you were previously running with two disks, it would be best if you shut down the machine and turn off power on the HP-UX drive. It will be less confusing and it will eliminate any chance of accidentally destroying the HP-UX disk. If you used a cartridge tape for booting you should also unload the tape at this point. Whether you booted from tape or copied from disk you should now reboot the machine and do another attended boot (see previous section), this time with SYS_TBOOT. Once loaded and running the boot program will display the CPU type and prompt for a kernel file to boot: HP433 CPU Boot .R : /kernel
After providing the kernel name, the machine will boot \*(4B with output that looks about like this: 597480+34120+139288 start 0xfe8019ec Copyright (c) 1982, 1986, 1989, 1991, 1993 The Regents of the University of California. Copyright (c) 1992 Hewlett-Packard Company Copyright (c) 1992 Motorola Inc. All rights reserved. 4.4BSD UNIX #1: Tue Jul 20 11:40:36 PDT 1993 mckusick@vangogh.CS.Berkeley.EDU:/usr/obj/sys/compile/GENERIC.hp300 HP9000/433 (33MHz MC68040 CPU+MMU+FPU, 4k on-chip physical I/D caches) real mem = xxx avail mem = ### using ### buffers containing ### bytes of memory (... information about available devices ...) root device? .R
The first three numbers are printed out by the bootstrap program and are the sizes of different parts of the system (text, initialized and uninitialized data). The system also allocates several system data structures after it starts running. The sizes of these structures are based on the amount of available memory and the maximum count of active users expected, as declared in a system configuration description. This will be discussed later.
UNIX itself then runs for the first time and begins by printing out a banner identifying the release and version of the system that is in use and the date that it was compiled.
Next the mem messages give the amount of real (physical) memory and the memory available to user programs in bytes. For example, if your machine has 16Mb bytes of memory, then xxx will be 16777216.
The messages that come out next show what devices were found on the current processor. These messages are described in .Xr autoconf (4). The distributed system may not have found all the communications devices you have or all the mass storage peripherals you have, especially if you have more than two of anything. You will correct this when you create a description of your machine from which to configure a site-dependent version of UNIX. The messages printed at boot here contain much of the information that will be used in creating the configuration. In a correctly configured system most of the information present in the configuration description is printed out at boot time as the system verifies that each device is present.
The \*(lqroot device?\*(rq prompt was printed by the system to ask you for the name of the root filesystem to use. This happens because the distribution system is a generic system, i.e., it can be bootstrapped on a cpu with its root device and paging area on any available disk drive. You will most likely respond to the root device question with ``sd0'' if you are booting from a SCSI disk, or with ``rd0'' if you are booting from an HP-IB disk. This response shows that the disk it is running on is drive 0 of type ``sd'' or ``rd'' respectively. If you have other disks attached to the system, it is possible that the drive you are using will not be configured as logical drive 0. Check the autoconfiguration messages printed out by the kernel to make sure. These messages will show the type of every logical drive and their associated controller and slave addresses. You will later build a system tailored to your configuration that will not prompt you for a root device when it is bootstrapped. root device? \*(Dk0 WARNING: preposterous time in filesystem -- CHECK AND RESET THE DATE! erase ^?, kill ^U, intr ^C #
The \*(lqerase ...\*(rq message is part of the
n /.profile that was executed by the root shell when it started. This message tells you about the settings of the character erase, line erase, and interrupt characters.
UNIX is now running, and the UNIX Programmer's Manual applies. The ``#'' is the prompt from the Bourne shell, and lets you know that you are the super-user, whose login name is \*(lqroot\*(rq.
At this point, the root filesystem is mounted read-only. Before continuing the installation, the filesystem needs to be ``updated'' to allow writing and device special files for the following steps need to be created. This is done as follows:
| # mount_mfs -s 1000 -T type /dev/null /tmp (create a writable filesystem) |
| (type is the disk type as determined from /etc/disktab) |
| # cd /tmp (connect to that directory) |
| # ../dev/MAKEDEV \*(Dk# (create special files for root disk) |
| (\*(Dk is the disk type, # is the unit number) |
| (ignore warning from ``sh'') |
| # mount -uw /tmp/\*(Dk#a / (read-write mount root filesystem) |
| # cd /dev (go to device directory) |
| # ./MAKEDEV \*(Dk# (create permanent special files for root disk) |
| (again, ignore warning from ``sh'') |
The root filesystem that you are currently running on is complete, however it probably is not optimally laid out for the disk on which you are running. If you will be cloning copies of the system onto multiple disks for other machines, you are advised to connect one of these disks to this machine, and build and restore a properly laid out root filesystem onto it. If this is the only machine on which you will be running \*(4B or peak performance is not an issue, you can skip this step and proceed directly to step 5.
Connect a second disk to your machine. If you bootstrapped using the two disk method, you can overwrite your initial HP-UX disk, as it will no longer be needed (assuming you have no plans to run HP-UX again).
To really create the root filesystem on drive 1 you should first label the disk as described in step 5 below. Then run the following commands: # cd /dev # ./MAKEDEV \*(Dk1a #\|newfs /dev/r\*(Dk1a #\|mount /dev/\*(Dk1a /mnt #\|cd /mnt #\|dump 0f - /dev/r\*(Dk0a | restore xf - (Note: restore will ask if you want to ``set owner/mode for '.''' to which you should reply ``yes''.)
When this completes, you should then shut down the system, and boot on the disk that you just created following the procedure in step (3) above. .Sh 4 "Step 5: placing labels on the disks"
For each disk on the HP300, \*(4B places information about the geometry of the drive and the partition layout at byte offset 1024. This information is written with .Xr disklabel (8).
The root image just loaded includes a ``generic'' label intended to allow easy installation of the root and
n /usr and may not be suitable for the actual disk on which it was installed. In particular, it may make your disk appear larger or smaller than its real size. In the former case, you lose some capacity. In the latter, some of the partitions may map non-existent sectors leading to errors if those partitions are used. It is also possible that the defined geometry will interact poorly with the filesystem code resulting in reduced performance. However, as long as you are willing to give up a little space, not use certain partitions or suffer minor performance degradation, you might want to avoid this step; especially if you do not know how to use .Xr ed (1).
If you choose to edit this label, you can fill in correct geometry information from
n /etc/disktab . You may also want to rework the ``e'' and ``f'' partitions used for loading
n /usr and
n /var . You should not attempt to, and .Xr disklabel will not let you, modify the ``a'', ``b'' and ``d'' partitions. To edit a label: # EDITOR=ed # export EDITOR # disklabel -r -e /dev/rXX#d where XX is the type and # is the logical drive number; e.g.
n /dev/rrd0d . Note the explicit use of the ``d'' partition. This partition includes the bootblock as does ``c'' and using it allows you to change the size of ``c''.
If you wish to label any additional disks, run the following command for each: #\|disklabel -rw XX# type "optional_pack_name" where XX# is the same as in the previous command and type is the HP300 disk device name as listed in
n /etc/disktab . The optional information may contain any descriptive name for the contents of a disk, and may be up to 16 characters long. This procedure will place the label on the disk using the information found in
n /etc/disktab for the disk type named. If you have changed the disk partition sizes, you may wish to add entries for the modified configuration in
n /etc/disktab before labeling the affected disks.
You have now completed the HP300 specific part of the installation. Now proceed to the generic part of the installation described starting in section 2.5 below. Note that where the disk name ``sd'' is used throughout section 2.5, you should substitute the name ``rd'' if you are running on an HP-IB disk. Also, if you are loading on a single disk with the default disklabel,
n /var should be restored to the ``f'' partition and
n /usr to the ``e'' partition. .Sh 2 "Booting the SPARC" .Sh 3 "Supported hardware"
The hardware supported by \*(4B for the SPARC is as follows:
| CPU's |
| SPARCstation 1 series (1, 1+, SLC, IPC) and |
| SPARCstation 2 series (2, IPX). |
| DISK's |
| SCSI. |
| TAPE's |
| none. |
| NETWORK |
| SPARCstation Lance (le). |
| GRAPHICS |
| bwtwo and cgthree. |
| INPUT |
| Keyboard and mouse. |
| MISC |
| Battery-backed real time clock, |
| built-in serial devices, |
| Sbus SCSI controller, |
| and audio device. |
Major items that are not supported include anything VME-based, the GX (cgsix) display, the floppy disk, and SCSI tapes. .Sh 3 "Limitations"
There are several important limitations on the \*(4B distribution for the SPARC:
n ttya can be used. Attempts to use port
n ttyb will fail when the kernel tries to print the boot up messages to the console. .Sh 3 "The procedure"
You must have a spare disk on which to place \*(4B. The steps involved in bootstrapping this tape are as follows:
n /boot into place and use the SunOS ``installboot'' program to enable disk-based booting. Note that the filesystem must be mounted when you do the ``installboot'': # mount /dev/sd3a /mnt # cp /boot /mnt/boot # cd /usr/kvm/mdec # installboot /mnt/boot bootsd /dev/rsd3a The SunOS
n /boot will load \*(4B kernels; there is no SPARCstation bootstrap code on the distribution. Note that the SunOS
n /boot does not handle the new \*(4B filesystem format.
To install the remaining filesystems, use the procedure described starting in section 2.5. In these instructions,
n /usr should be loaded into the ``e'' partition and
n /var in the ``f'' partition.
After completing the filesystem installation you may want to set up \*(4B to reboot automatically: # halt ok setenv boot-from sd(0,3)kernel [for old proms] OR ok setenv boot-device disk3 [for new proms] If you build backwards-compatible filesystems, either with the SunOS newfs or with the \*(4B ``-O'' option, you can mount these under SunOS. The SunOS fsck will, however, always think that these filesystems are corrupted, as there are several new (previously unused) superblock fields that are updated in \*(4B. Running ``fsck -b32'' and letting it ``fix'' the superblock will take care of this. If you wish to run SunOS binaries that use SunOS shared libraries, you simply need to copy all the dynamic linker files from an existing SunOS system: # rcp sunos-host:/etc/ld.so.cache /etc/ # rcp sunos-host:'/usr/lib/*.so*' /usr/lib/ The SunOS compiler and linker should be able to produce SunOS binaries under \*(4B, but this has not been tested. If you plan to try it you will need the appropriate .sa files as well. .Sh 2 "Booting the DECstation" .Sh 3 "Supported hardware"
The hardware supported by \*(4B for the DECstation is as follows:
| CPU's |
| R2000 based (3100) and |
| R3000 based (5000/200, 5000/20, 5000/25, 5000/1xx). |
| DISK's |
| SCSI-I (tested RZ23, RZ55, RZ57, Maxtor 8760S). |
| TAPE's |
| SCSI-I (tested DEC TK50, Archive DAT, Emulex MT02). |
| RS232 |
| Internal DEC dc7085 and AMD 8530 based interfaces. |
| NETWORK |
| TURBOchannel PMAD-AA and internal LANCE based interfaces. |
| GRAPHICS |
| Terminal emulation and raw frame buffer support for |
| 3100 (color & monochrome), |
| TURBOchannel PMAG-AA, PMAG-BA, PMAG-DV. |
| INPUT |
| Standard DEC keyboard (LK201) and mouse. |
| MISC |
| Battery-backed real time clock, |
| internal and TURBOchannel PMAZ-AA SCSI interfaces. |
Major items that are not supported include the 5000/240 (there is code but not compiled in or tested), R4000 based machines, FDDI and audio interfaces. Diskless machines are not supported but booting kernels and bootstrapping over the network is supported on the 5000 series. .Sh 3 "The procedure"
The first file on the distribution tape is a tar file that contains four files. The first step requires a running UNIX (or ULTRIX) system that can be used to extract the tar archive from the first file on the tape. The command: tar xf /dev/rmt0 will extract the following four files: A) root.image: dd image of the root filesystem B) kernel.tape: dd image for creating boot tapes C) kernel.net: file for booting over the network D) root.dump: dump image of the root filesystem There are three basic ways a system can be bootstrapped corresponding to the first three files. You may want to read the section on bootstrapping the HP300 since many of the steps are similar. A spare, formatted SCSI disk is also useful. .Sh 4 "Procedure A: copy root filesystem to disk"
This procedure is similar to the HP300. If you have an extra disk, the easiest approach is to use dd\|(1) under ULTRIX to copy the root filesystem image to the beginning of the spare disk. The root filesystem image includes a disklabel and bootblock along with the root filesystem. An example command to copy the image to the beginning of a disk is: dd if=root.image of=/dev/rz1c bs=\*(Bzb The actual special file syntax will vary depending on unit numbers and the version of ULTRIX that is running. This system is now ready to boot. You can boot the kernel with one of the following PROM commands. If you are booting on a 3100, the disk must be SCSI id zero because of a bug. DEC 3100: boot -f rz(0,0,0)kernel DEC 5000: boot 5/rz0/kernel You can then proceed to section 2.5 to create reasonable disk partitions for your machine and then install the rest of the system. .Sh 4 "Procedure B: bootstrap from tape"
If you have only a single machine with a single disk, you need to use the more difficult approach of booting a kernel and mini-root from tape or the network, and using it to restore the root filesystem.
First, you will need to create a boot tape. This can be done using dd as in the following example. dd if=kernel.tape of=/dev/nrmt0 bs=1b dd if=root.dump of=/dev/nrmt0 bs=\*(Bzb The actual special file syntax for the tape drive will vary depending on unit numbers, tape device and the version of ULTRIX that is running.
The first file on the boot tape contains a boot header, kernel, and mini-root filesystem that the PROM can copy into memory. Installing from tape has only been tested on a 3100 and a 5000/200 using a TK50 tape drive. Here are two example PROM commands to boot from tape. DEC 3100: boot -f tz(0,5,0) m # 5 is the SCSI id of the TK50 DEC 5000: boot 5/tz6 m # 6 is the SCSI id of the TK50 The `m' argument tells the kernel to look for a root filesystem in memory. Next you should proceed to section 2.4.3 to build a disk-based root filesystem. .Sh 4 "Procedure C: bootstrap over the network"
You will need a host machine that is running the bootp server with the
n kernel.net file installed in the default directory defined by the configuration file for .Xr bootp . Here are two example PROM commands to boot across the net: DEC 3100: boot -f tftp()kernel.net m DEC 5000: boot 6/tftp/kernel.net m This command should load the kernel and mini-root into memory and run the same as the tape install (procedure B). The rest of the steps are the same except you will need to start the network (if you are unsure how to fill in the <name> fields below, see sections 4.4 and 5). Execute the following to start the networking: # mount -uw / # echo 127.0.0.1 localhost >> /etc/hosts # echo <your.host.inet.number> myname.my.domain myname >> /etc/hosts # echo <friend.host.inet.number> myfriend.my.domain myfriend >> /etc/hosts # ifconfig le0 inet myname Next you should proceed to section 2.4.3 to build a disk-based root filesystem. .Sh 3 "Label disk and create the root filesystem"
There are five steps to create a disk-based root filesystem.
n /dev/mouse to run X Window System as in the following example. rm /dev/mouse ln /dev/xx /dev/mouse The 'xx' should be one of the following: pm0 raw interface to PMAX graphics devices cfb0 raw interface to TURBOchannel PMAG-BA color frame buffer xcfb0 raw interface to maxine graphics devices mfb0 raw interface to mono graphics devices You can then proceed to section 2.5 to install the rest of the system. Note that where the disk name ``sd'' is used throughout section 2.5, you should substitute the name ``rz''. .Sh 2 "Disk configuration"
All architectures now have a root filesystem up and running and proceed from this point to layout filesystems to make use of the available space and to balance disk load for better system performance. .Sh 3 "Disk naming and divisions"
Each physical disk drive can be divided into up to 8 partitions; UNIX typically uses only 3 or 4 partitions. For instance, the first partition, \*(Dk0a, is used for a root filesystem, a backup thereof, or a small filesystem like,
n /var/tmp ; the second partition, \*(Dk0b, is used for paging and swapping; and a third partition, typically \*(Dk0e, holds a user filesystem.
The space available on a disk varies per device.
Each disk typically has a paging area of 30 to 100 megabytes
and a root filesystem of about 17 megabytes.
XXX check
The distributed system binaries occupy about 150 (180 with X11R5) megabytes
XXX check
while the major sources occupy another 250 (340 with X11R5) megabytes.
The
n /var filesystem as delivered on the tape is only 2Mb, however it should have at least 50Mb allocated to it just for normal system activity. Usually it is allocated the last partition on the disk so that it can provide as much space as possible to the
n /var/users filesystem. See section 2.5.4 for further details on disk layouts.
Be aware that the disks have their sizes measured in disk sectors (usually 512 bytes), while the UNIX filesystem blocks are variable sized. If .Sm BLOCKSIZE=1k is set in the user's environment, all user programs report disk space in kilobytes, otherwise, disk sizes are always reported in units of 512-byte sectors\**. .FS You can thank System V intransigence and POSIX duplicity for requiring that 512-byte blocks be the units that programs report. .FE The
n /etc/disktab file used in labelling disks and making filesystems specifies disk partition sizes in sectors. .Sh 3 "Layout considerations"
There are several considerations in deciding how to adjust the arrangement of things on your disks. The most important is making sure that there is adequate space for what is required; secondarily, throughput should be maximized. Paging space is an important parameter. The system, as distributed, sizes the configured paging areas each time the system is booted. Further, multiple paging areas of different sizes may be interleaved.
Many common system programs (C, the editor, the assembler etc.) create intermediate files in the
n /tmp directory, so the filesystem where this is stored also should be made large enough to accommodate most high-water marks. Typically,
n /tmp is constructed from a memory-based filesystem (see .Xr mount_mfs (8)). Programs that want their temporary files to persist across system reboots (such as editors) should use
n /var/tmp . If you plan to use a disk-based
n /tmp filesystem to avoid loss across system reboots, it makes sense to mount this in a ``root'' (i.e. first partition) filesystem on another disk. All the programs that create files in
n /tmp take care to delete them, but are not immune to rare events and can leave dregs. The directory should be examined every so often and the old files deleted.
The efficiency with which UNIX is able to use the CPU is often strongly affected by the configuration of disk controllers; it is critical for good performance to balance disk load. There are at least five components of the disk load that you can divide between the available disks:
n /var and
n /usr filesystem.
The following possibilities are ones we have used at times when we had 2, 3 and 4 disks:
| disks |
| what 2 3 4 |
| root 0 0 0 |
| var 1 2 3 |
| usr 1 1 1 |
| paging 0+1 0+2 0+2+3 |
| users 0 0+2 0+2 |
| archive x x 3 |
The most important things to consider are to even out the disk load as much as possible, and to do this by decoupling filesystems (on separate arms) between which heavy copying occurs. Note that a long term average balanced load is not important; it is much more important to have an instantaneously balanced load when the system is busy.
Intelligent experimentation with a few filesystem arrangements can pay off in much improved performance. It is particularly easy to move the root, the
n /var and
n /var/tmp filesystems and the paging areas. Place the user files and the
n /usr directory as space needs dictate and experiment with the other, more easily moved filesystems. .Sh 3 "Filesystem parameters"
Each filesystem is parameterized according to its block size, fragment size, and the disk geometry characteristics of the medium on which it resides. Inaccurate specification of the disk characteristics or haphazard choice of the filesystem parameters can result in substantial throughput degradation or significant waste of disk space. As distributed, filesystems are configured according to the following table.
| Filesystem Block size Fragment size |
| root 8 kbytes 1 kbytes |
| usr 8 kbytes 1 kbytes |
| users 4 kbytes 512 bytes |
The root filesystem block size is made large to optimize bandwidth to the associated disk. The large block size is important as many of the most heavily used programs are demand paged out of the
n /bin directory. The fragment size of 1 kbyte is a ``nominal'' value to use with a filesystem. With a 1 kbyte fragment size disk space utilization is about the same as with the earlier versions of the filesystem.
The filesystems for users have a 4 kbyte block size with 512 byte fragment size. These parameters have been selected based on observations of the performance of our user filesystems. The 4 kbyte block size provides adequate bandwidth while the 512 byte fragment size provides acceptable space compaction and disk fragmentation.
Other parameters may be chosen in constructing filesystems, but the factors involved in choosing a block size and fragment size are many and interact in complex ways. Larger block sizes result in better throughput to large files in the filesystem as larger I/O requests will then be done by the system. However, consideration must be given to the average file sizes found in the filesystem and the performance of the internal system buffer cache. The system currently provides space in the inode for 12 direct block pointers, 1 single indirect block pointer, 1 double indirect block pointer, and 1 triple indirect block pointer. If a file uses only direct blocks, access time to it will be optimized by maximizing the block size. If a file spills over into an indirect block, increasing the block size of the filesystem may decrease the amount of space used by eliminating the need to allocate an indirect block. However, if the block size is increased and an indirect block is still required, then more disk space will be used by the file because indirect blocks are allocated according to the block size of the filesystem.
In selecting a fragment size for a filesystem, at least two considerations should be given. The major performance tradeoffs observed are between an 8 kbyte block filesystem and a 4 kbyte block filesystem. Because of implementation constraints, the block size versus fragment size ratio can not be greater than 8. This means that an 8 kbyte filesystem will always have a fragment size of at least 1 kbytes. If a filesystem is created with a 4 kbyte block size and a 1 kbyte fragment size, then upgraded to an 8 kbyte block size and 1 kbyte fragment size, identical space compaction will be observed. However, if a filesystem has a 4 kbyte block size and 512 byte fragment size, converting it to an 8K/1K filesystem will result in 4-8% more space being used. This implies that 4 kbyte block filesystems that might be upgraded to 8 kbyte blocks for higher performance should use fragment sizes of at least 1 kbytes to minimize the amount of work required in conversion.
A second, more important, consideration when selecting the fragment size for a filesystem is the level of fragmentation on the disk. With an 8:1 fragment to block ratio, storage fragmentation occurs much sooner, particularly with a busy filesystem running near full capacity. By comparison, the level of fragmentation in a 4:1 fragment to block ratio filesystem is one tenth as severe. This means that on filesystems where many files are created and deleted, the 512 byte fragment size is more likely to result in apparent space exhaustion because of fragmentation. That is, when the filesystem is nearly full, file expansion that requires locating a contiguous area of disk space is more likely to fail on a 512 byte filesystem than on a 1 kbyte filesystem. To minimize fragmentation problems of this sort, a parameter in the super block specifies a minimum acceptable free space threshold. When normal users (i.e. anyone but the super-user) attempt to allocate disk space and the free space threshold is exceeded, the user is returned an error as if the filesystem were really full. This parameter is nominally set to 5%; it may be changed by supplying a parameter to .Xr newfs (8), or by updating the super block of an existing filesystem using .Xr tunefs (8).
Finally, a third, less common consideration is the attributes of the disk itself. The fragment size should not be smaller than the physical sector size of the disk. As an example, the HP magneto-optical disks have 1024 byte physical sectors. Using a 512 byte fragment size on such disks will work but is extremely inefficient.
Note that the above discussion considers block sizes of up to only 8k. As of the 4.4 release, the maximum block size has been increased to 64k. This allows an entirely new set of block/fragment combinations for which there is little experience to date. In general though, unless a filesystem is to be used for a special purpose application (for example, storing image processing data), we recommend using the values supplied above. Remember that the current implementation limits the block size to at most 64 kbytes and the ratio of block size versus fragment size must be 1, 2, 4, or 8.
The disk geometry information used by the filesystem affects the block layout policies employed. The file
n /etc/disktab , as supplied, contains the data for most all drives supported by the system. Before constructing a filesystem with .Xr newfs (8) you should label the disk (if it has not yet been labeled, and the driver supports labels). If labels cannot be used, you must instead specify the type of disk on which the filesystem resides; .Xr newfs then reads
n /etc/disktab instead of the pack label. This file also contains the default filesystem partition sizes, and default block and fragment sizes. To override any of the default values you can modify the file, edit the disk label, or use an option to .Xr newfs . .Sh 3 "Implementing a layout"
To put a chosen disk layout into effect, you should use the .Xr newfs (8) command to create each new filesystem. Each filesystem must also be added to the file
n /etc/fstab so that it will be checked and mounted when the system is bootstrapped.
First we will consider a system with a single disk. There is little real choice on how to do the layout; the root filesystem goes in the ``a'' partition,
n /usr goes in the ``e'' partition, and
n /var fills out the remainder of the disk in the ``f'' partition. This is the organization used if you loaded the disk-image root filesystem. With the addition of a memory-based
n /tmp filesystem, its fstab entry would be as follows:
| /dev/\*(Dk0a / ufs rw 1 1 |
| /dev/\*(Dk0b none swap sw 0 0 |
| /dev/\*(Dk0b /tmp mfs rw,-s=14000,-b=8192,-f=1024,-T=sd660 0 0 |
| /dev/\*(Dk0e /usr ufs ro 1 2 |
| /dev/\*(Dk0f /var ufs rw 1 2 |
If we had a second disk, we would split the load between the drives. On the second disk, we place the
n /usr and
n /var filesystems in their usual \*(Dk1e and \*(Dk1f partitions respectively. The \*(Dk1b partition would be used as a second paging area, and the \*(Dk1a partition left as a spare root filesystem (alternatively \*(Dk1a could be used for
n /var/tmp ). The first disk still holds the the root filesystem in \*(Dk0a, and the primary swap area in \*(Dk0b. The \*(Dk0e partition is used to hold home directories in
n /var/users . The \*(Dk0f partition can be used for
n /usr/src or alternately the \*(Dk0e partition can be extended to cover the rest of the disk with .Xr disklabel (8). As before, the
n /tmp directory is a memory-based filesystem. Note that to interleave the paging between the two disks you must build a system configuration that specifies: config kernel root on \*(Dk0 swap on \*(Dk0 and \*(Dk1 The
n /etc/fstab file would then contain
| /dev/\*(Dk0a / ufs rw 1 1 |
| /dev/\*(Dk0b none swap sw 0 0 |
| /dev/\*(Dk1b none swap sw 0 0 |
| /dev/\*(Dk0b /tmp mfs rw,-s=14000,-b=8192,-f=1024,-T=sd660 0 0 |
| /dev/\*(Dk1e /usr ufs ro 1 2 |
| /dev/\*(Dk0f /usr/src ufs rw 1 2 |
| /dev/\*(Dk1f /var ufs rw 1 2 |
| /dev/\*(Dk0e /var/users ufs rw 1 2 |
To make the
n /var filesystem we would do: # cd /dev # MAKEDEV \*(Dk1 # disklabel -wr \*(Dk1 "disk type" "disk name" # newfs \*(Dk1f (information about filesystem prints out) # mkdir /var # mount /dev/\*(Dk1f /var .Sh 2 "Installing the rest of the system"
At this point you should have your disks partitioned. The next step is to extract the rest of the data from the tape. At a minimum you need to set up the
n /var and
n /usr filesystems. You may also want to extract some or all the program sources. Since not all architectures support tape drives or don't support the correct ones, you may need to extract the files indirectly using .Xr rsh (1). For example, for a directly connected tape drive you might do: # mt -f /dev/nr\*(Mt0 fsf # tar xbpf \*(Bz /dev/nr\*(Mt0 The equivalent indirect procedure (where the tape drive is on machine ``foo'') is: # rsh foo mt -f /dev/nr\*(Mt0 fsf # rsh foo dd if=/dev/nr\*(Mt0 bs=\*(Bzb | tar xbpf \*(Bz - Obviously, the target machine must be connected to the local network for this to work. To do this: # echo 127.0.0.1 localhost >> /etc/hosts # echo your.host.inet.number myname.my.domain myname >> /etc/hosts # echo friend.host.inet.number myfriend.my.domain myfriend >> /etc/hosts # ifconfig le0 inet myname where the ``host.inet.number'' fields are the IP addresses for your host and the host with the tape drive and the ``my.domain'' fields are the names of your machine and the tape-hosting machine. See sections 4.4 and 5 for more information on setting up the network.
Assuming a directly connected tape drive, here is how to extract and install
n /var and
n /usr :
| # mount -uw /dev/\*(Dk#a / (read-write mount root filesystem) |
| # date yymmddhhmm (set date, see date\|(1)) |
| .... |
| # passwd -l root (set password for super-user) |
| New password: (password will not echo) |
| Retype new password: |
| # passwd -l toor (set password for super-user) |
| New password: (password will not echo) |
| Retype new password: |
| # hostname mysitename (set your hostname) |
| # newfs r\*(Dk#p (create empty user filesystem) |
| (\*(Dk is the disk type, # is the unit number, |
| p is the partition; this takes a few minutes) |
| # mount /dev/\*(Dk#p /var (mount the var filesystem) |
| # cd /var (make /var the current directory) |
| # mt -f /dev/nr\*(Mt0 fsf (space to end of previous tape file) |
| # tar xbpf \*(Bz /dev/nr\*(Mt0 (extract all of var) |
| (this takes a few minutes) |
| # newfs r\*(Dk#p (create empty user filesystem) |
| (as before \*(Dk is the disk type, # is the unit number, |
| p is the partition) |
| # mount /dev/\*(Dk#p /mnt (mount the new /usr in temporary location) |
| # cd /mnt (make /mnt the current directory) |
| # mt -f /dev/nr\*(Mt0 fsf (space to end of previous tape file) |
| # tar xbpf \*(Bz /dev/nr\*(Mt0 (extract all of usr except usr/src) |
| (this takes about 15-20 minutes) |
| # cd / (make / the current directory) |
| # umount /mnt (unmount from temporary mount point) |
| # rm -r /usr/* (remove excess bootstrap binaries) |
| # mount /dev/\*(Dk#p /usr (remount /usr) |
n /etc/disktab . If the tape had been rewound or positioned incorrectly before the .Xr tar , to extract
n /var it may be repositioned by the following commands. # mt -f /dev/nr\*(Mt0 rew # mt -f /dev/nr\*(Mt0 fsf 1 The data on the second and third tape files has now been extracted. If you are using 6250bpi tapes, the first reel of the distribution is no longer needed; you should now mount the second reel instead. The installation procedure continues from this point on the 8mm tape. The next step is to extract the sources. As previously noted,
n /usr/src
XXX Check
requires about 250-340Mb of space.
Ideally sources should be in a separate filesystem;
if you plan to put them into your
n /usr filesystem, it will need at least 500Mb of space. Assuming that you will be using a separate filesystem on \*(Dk0f for
n /usr/src , you will start by creating and mounting it: # newfs \*(Dk0f (information about filesystem prints out) # mkdir /usr/src # mount /dev/\*(Dk0f /usr/src
First you will extract the kernel source:
| # cd /usr/src |
| # mt -f /dev/nr\*(Mt0 fsf (space to end of previous tape file) |
| (this should only be done on Exabyte distributions) |
| # tar xpbf \*(Bz /dev/nr\*(Mt0 (extract the kernel sources) |
| (this takes about 15-30 minutes) |
The next tar file contains the sources for the utilities. It is extracted as follows:
| # cd /usr/src |
| # mt -f /dev/nr\*(Mt0 fsf (space to end of previous tape file) |
| # tar xpbf \*(Bz /dev/rmt12 (extract the utility source) |
| (this takes about 30-60 minutes) |
If you are using 6250bpi tapes, the second reel of the distribution is no longer needed; you should now mount the third reel instead. The installation procedure continues from this point on the 8mm tape.
The next tar file contains the sources for the contributed software. It is extracted as follows:
| # cd /usr/src |
| # mt -f /dev/nr\*(Mt0 fsf (space to end of previous tape file) |
| (this should only be done on Exabyte distributions) |
| # tar xpbf \*(Bz /dev/rmt12 (extract the contributed software source) |
| (this takes about 30-60 minutes) |
If you received a distribution on 8mm Exabyte tape, there is one additional tape file on the distribution tape that has not been installed to this point; it contains the sources for X11R5 in .Xr tar (1) format. As distributed, X11R5 should be placed in
| # cd /usr/src |
| # mt -f /dev/nr\*(Mt0 fsf (space to end of previous tape file) |
| # tar xpbf \*(Bz /dev/nr\*(Mt0 (extract the X11R5 source) |
| (this takes about 30-60 minutes) |
n /usr/X11 , so be sure that you have a symbolic link that points at the location of your X11 binaries (here, X11R5).
Having now completed the extraction of the sources, you may want to verify that your
n /usr/src filesystem is consistent. To do so, you must unmount it, and run .Xr fsck (8); assuming that you used \*(Dk0f you would proceed as follows:
| # cd / (change directory, back to the root) |
| # umount /usr/src (unmount /usr/src) |
| # fsck /dev/r\*(Dk0f |
If there are inconsistencies in the filesystem, you may be prompted to apply corrective action; see the .Xr fsck (8) or Fsck \(en The UNIX File System Check Program (SMM:3) for more details.
To use the
n /usr/src filesystem, you should now remount it with: # mount /dev/\*(Dk0f /usr/src or if you have made an entry for it in
n /etc/fstab you can remount it with: # mount /usr/src .Sh 2 "Additional conversion information"
After setting up the new \*(4B filesystems, you may restore the user files that were saved on tape before beginning the conversion. Note that the \*(4B .Xr restore program does its work on a mounted filesystem using normal system operations. This means that filesystem dumps may be restored even if the characteristics of the filesystem changed. To restore a dump tape for, say, the
n /a filesystem something like the following would be used: # mkdir /a # newfs \*(Dk#p # mount /dev/\*(Dk#p /a # cd /a # restore x
If .Xr tar images were written instead of doing a dump, you should be sure to use its `-p' option when reading the files back. No matter how you restore a filesystem, be sure to unmount it and check its integrity with .Xr fsck (8) when the job is complete.