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4. Preparing the Disks
Content:
4.a. Introduction to Block Devices
Block Devices
We'll take a good look at disk-oriented aspects of Gentoo Linux
and Linux in general, including Linux filesystems, partitions and block devices.
Then, once you're familiar with the ins and outs of disks and filesystems,
you'll be guided through the process of setting up partitions and filesystems
for your Gentoo Linux installation.
To begin, we'll introduce block devices. The most famous block device is
probably the one that represents the first drive in a Linux system, namely
/dev/sda. SCSI and Serial ATA drives are both labeled
/dev/sd*; even IDE drives are labeled /dev/sd* with
the new libata framework in the kernel. If you're using the old device
framework, then your first IDE drive is /dev/hda.
The block devices above represent an abstract interface to the disk. User
programs can use these block devices to interact with your disk without worrying
about whether your drives are IDE, SCSI or something else. The program can
simply address the storage on the disk as a bunch of contiguous,
randomly-accessible 512-byte blocks.
Partitions
Although it is theoretically possible to use a full disk to house your Linux
system, this is almost never done in practice. Instead, full disk block devices
are split up in smaller, more manageable block devices. These are called
partitions.
4.b. Designing a Partitioning Scheme
How Many and How Big?
The number of partitions is highly dependent on your environment. For instance,
if you have lots of users, you will most likely want to have your
/home separate as it increases security and makes backups easier.
If you are installing Gentoo to perform as a mailserver, your /var
should be separate as all mails are stored inside /var. A good
choice of filesystem will then maximise your performance. Gameservers will have
a separate /opt as most gaming servers are installed there. The
reason is similar for /home: security and backups. You will
definitely want to keep /usr big: not only will it contain the
majority of applications, the Portage tree alone takes around 500 Mbyte
excluding the various sources that are stored in it.
As you can see, it very much depends on what you want to achieve. Separate
partitions or volumes have the following advantages:
-
You can choose the best performing filesystem for each partition or volume
-
Your entire system cannot run out of free space if one defunct tool is
continuously writing files to a partition or volume
-
If necessary, file system checks are reduced in time, as multiple checks can
be done in parallel (although this advantage is more with multiple disks than
it is with multiple partitions)
-
Security can be enhanced by mounting some partitions or volumes read-only,
nosuid (setuid bits are ignored), noexec (executable bits are ignored) etc.
However, multiple partitions have disadvantages as well. If not configured
properly, you will have a system with lots of free space on one partition and
none on another. Another nuisance is that separate partitions - especially
for important mountpoints like /usr or /var - often
require the administrator to boot with an initramfs to mount the partition
before other boot scripts start. This isn't always the case though, so your
results may vary.
There is also a 15-partition limit for SCSI and SATA.
4.c. Using fdisk on MIPS to Partition your Disk
SGI Machines: Creating an SGI Disk Label
All disks in an SGI System require an SGI Disk Label, which serves a
similar function as Sun & MS-DOS disklabels -- It stores information about
the disk partitions. Creating a new SGI Disk Label will create two special
partitions on the disk:
-
SGI Volume Header (9th partition): This partition is important. It
is where the bootloader will reside, and in some cases, it will also
contain the kernel images.
-
SGI Volume (11th partition): This partition is similar in purpose to
the Sun Disklabel's third partition of "Whole Disk". This partition spans
the entire disk, and should be left untouched. It serves no special purpose
other than to assist the PROM in some undocumented fashion (or it is used
by IRIX in some way).
Warning:
The SGI Volume Header must begin at cylinder 0. Failure to do so means
you won't be able to boot from the disk.
|
The following is an example excerpt from an fdisk session. Read and
tailor it to your needs...
Code Listing 3.1: Creating an SGI Disklabel |
# fdisk /dev/sda
Command (m for help): x
Expert command (m for help): m
Command action
b move beginning of data in a partition
c change number of cylinders
d print the raw data in the partition table
e list extended partitions
f fix partition order
g create an IRIX (SGI) partition table
h change number of heads
m print this menu
p print the partition table
q quit without saving changes
r return to main menu
s change number of sectors/track
v verify the partition table
w write table to disk and exit
Expert command (m for help): g
Building a new SGI disklabel. Changes will remain in memory only,
until you decide to write them. After that, of course, the previous
content will be irrecoverably lost.
Expert command (m for help): r
Command (m for help): p
Disk /dev/sda (SGI disk label): 64 heads, 32 sectors, 17482 cylinders
Units = cylinders of 2048 * 512 bytes
----- partitions -----
Pt# Device Info Start End Sectors Id System
9: /dev/sda1 0 4 10240 0 SGI volhdr
11: /dev/sda2 0 17481 35803136 6 SGI volume
----- Bootinfo -----
Bootfile: /unix
----- Directory Entries -----
Command (m for help):
|
Note:
If your disk already has an existing SGI Disklabel, then fdisk will not allow
the creation of a new label. There are two ways around this. One is to create a
Sun or MS-DOS disklabel, write the changes to disk, and restart fdisk. The
second is to overwrite the partition table with null data via the following
command: dd if=/dev/zero of=/dev/sda bs=512 count=1.
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Getting the SGI Volume Header to just the right size
Important:
This step is often needed, due to a bug in fdisk. For some reason, the
volume header isn't created correctly, the end result being it starts and ends
on cylinder 0. This prevents multiple partitions from being created. To get
around this issue... read on.
|
Now that an SGI Disklabel is created, partitions may now be defined. In the
above example, there are already two partitions defined for you. These are the
special partitions mentioned above and should not normally be altered. However,
for installing Gentoo, we'll need to load a bootloader, and possibly multiple
kernel images (depending on system type) directly into the volume header. The
volume header itself can hold up to eight images of any size, with each
image allowed eight-character names.
The process of making the volume header larger isn't exactly straight-forward;
there's a bit of a trick to it. One cannot simply delete and re-add the volume
header due to odd fdisk behavior. In the example provided below, we'll create a
50MB Volume header in conjunction with a 50MB /boot partition. The actual
layout of your disk may vary, but this is for illustrative purposes only.
Code Listing 3.2: Resizing the SGI Volume Header correctly |
Command (m for help): n
Partition number (1-16): 1
First cylinder (5-8682, default 5): 51
Last cylinder (51-8682, default 8682): 101
Command (m for help): d
Partition number (1-16): 9
Command (m for help): n
Partition number (1-16): 9
First cylinder (0-50, default 0): 0
Last cylinder (0-50, default 50): 50
|
If you're unsure how to use fdisk have a look down further at the
instructions for partitioning on Cobalts. The concepts are exactly the same --
just remember to leave the volume header and whole disk partitions alone.
Once this is done, you are safe to create the rest of your partitions as you
see fit. After all your partitions are laid out, make sure you set the
partition ID of your swap partition to 82, which is Linux Swap. By
default, it will be 83, Linux Native.
Now that your partitions are created, you can continue with Creating Filesystems.
Cobalt Machines: Partitioning your drive
On Cobalt machines, the BOOTROM expects to see a MS-DOS MBR, so partitioning
the drive is relatively straightforward -- in fact, it's done the same way as
you'd do for an Intel x86 machine. However there are some things you
need to bear in mind.
-
Cobalt firmware will expect /dev/sda1 to be a Linux partition
formatted EXT2 Revision 0. EXT2 Revision 1 partitions will NOT
WORK! (The Cobalt BOOTROM only understands EXT2r0)
-
The above said partition must contain a gzipped ELF image,
vmlinux.gz in the root of that partition, which it loads as
the kernel
For that reason, I recommend creating a ~20MB /boot partition
formatted EXT2r0 upon which you can install CoLo & your kernels. This
allows you to run a modern filesystem (EXT3 or ReiserFS) for your root
filesystem.
I will assume you have created /dev/sda1 to mount later as a
/boot partition. If you wish to make this /, you'll
need to keep the PROM's expectations in mind.
So, continuing on... To create the partitions you type fdisk /dev/sda at
the prompt. The main commands you need to know are these:
-
o: Wipe out old partition table, starting with an empty MS-DOS
partition table
-
n: New Partition
-
t: Change Partition Type
- Use type 82 for Linux Swap, 83 for Linux FS
-
d: Delete a partition
-
p: Display (print) Partition Table
-
q: Quit -- leaving old partition table as is.
-
w: Quit -- writing partition table in the process.
Code Listing 3.3: Partitioning the disk |
# fdisk /dev/sda
The number of cylinders for this disk is set to 19870.
There is nothing wrong with that, but this is larger than 1024,
and could in certain setups cause problems with:
1) software that runs at boot time (e.g., old versions of LILO)
2) booting and partitioning software from other OSs
(e.g., DOS FDISK, OS/2 FDISK)
Command (m for help): o
Building a new DOS disklabel. Changes will remain in memory only,
until you decide to write them. After that, of course, the previous
content won't be recoverable.
The number of cylinders for this disk is set to 19870.
There is nothing wrong with that, but this is larger than 1024,
and could in certain setups cause problems with:
1) software that runs at boot time (e.g., old versions of LILO)
2) booting and partitioning software from other OSs
(e.g., DOS FDISK, OS/2 FDISK)
Warning: invalid flag 0x0000 of partition table 4 will be corrected by w(rite)
Command (m for help): p
Disk /dev/sda: 10.2 GB, 10254827520 bytes
16 heads, 63 sectors/track, 19870 cylinders
Units = cylinders of 1008 * 512 = 516096 bytes
Device Boot Start End Blocks Id System
Command (m for help): n
Command action
e extended
p primary partition (1-4)
p
Partition number (1-4): 1
First cylinder (1-19870, default 1):
Last cylinder or +size or +sizeM or +sizeK (1-19870, default 19870): +20M
Command (m for help): p
Disk /dev/sda: 10.2 GB, 10254827520 bytes
16 heads, 63 sectors/track, 19870 cylinders
Units = cylinders of 1008 * 512 = 516096 bytes
Device Boot Start End Blocks Id System
/dev/sda1 1 40 20128+ 83 Linux
Command (m for help): n
Command action
e extended
p primary partition (1-4)
e
Partition number (1-4): 2
First cylinder (41-19870, default 41):
Using default value 41
Last cylinder or +size or +sizeM or +sizeK (41-19870, default 19870):
Using default value 19870
Command (m for help): n
Command action
l logical (5 or over)
p primary partition (1-4)
l
First cylinder (41-19870, default 41):<Press ENTER>
Using default value 41
Last cylinder or +size or +sizeM or +sizeK (41-19870, default 19870): +500M
Command (m for help): n
Command action
l logical (5 or over)
p primary partition (1-4)
l
First cylinder (17294-19870, default 17294): <Press ENTER>
Using default value 17294
Last cylinder or +size or +sizeM or +sizeK (1011-19870, default 19870): <Press ENTER>
Using default value 19870
Command (m for help): p
Disk /dev/sda: 10.2 GB, 10254827520 bytes
16 heads, 63 sectors/track, 19870 cylinders
Units = cylinders of 1008 * 512 = 516096 bytes
Device Boot Start End Blocks ID System
/dev/sda1 1 21 10552+ 83 Linux
/dev/sda2 22 19870 10003896 5 Extended
/dev/sda5 22 1037 512032+ 83 Linux
/dev/sda6 1038 5101 2048224+ 83 Linux
/dev/sda7 5102 9165 2048224+ 83 Linux
/dev/sda8 9166 13229 2048224+ 83 Linux
/dev/sda9 13230 17293 2048224+ 83 Linux
/dev/sda10 17294 19870 1298776+ 83 Linux
Command (m for help): t
Partition number (1-10): 10
Hex code (type L to list codes): 82
Changed system type of partition 10 to 82 (Linux swap)
Command (m for help): p
Disk /dev/sda: 10.2 GB, 10254827520 bytes
16 heads, 63 sectors/track, 19870 cylinders
Units = cylinders of 1008 * 512 = 516096 bytes
Device Boot Start End Blocks ID System
/dev/sda1 1 21 10552+ 83 Linux
/dev/sda2 22 19870 10003896 5 Extended
/dev/sda5 22 1037 512032+ 83 Linux
/dev/sda6 1038 5101 2048224+ 83 Linux
/dev/sda7 5102 9165 2048224+ 83 Linux
/dev/sda8 9166 13229 2048224+ 83 Linux
/dev/sda9 13230 17293 2048224+ 83 Linux
/dev/sda10 17294 19870 1298776+ 82 Linux Swap
Command (m for help): w
The partition table has been altered!
Calling ioctl() to re-read partition table.
Syncing disks.
#
|
And that's all there is to it. You should now be right to proceed onto the next
stage: Creating Filesystems.
4.d. Creating Filesystems
Introduction
Now that your partitions are created, it is time to place a filesystem on them.
If you don't care about what filesystem to choose and are happy with what we
use as default in this handbook, continue with Applying a Filesystem to a Partition. Otherwise
read on to learn about the available filesystems...
Filesystems
Several filesystems are available. ReiserFS, EXT2, EXT3 and EXT4 are found
stable on the MIPS architectures, others are experimental.
ext2 is the tried and true Linux filesystem but doesn't have metadata
journaling, which means that routine ext2 filesystem checks at startup time can
be quite time-consuming. There is now quite a selection of newer-generation
journaled filesystems that can be checked for consistency very quickly and are
thus generally preferred over their non-journaled counterparts. Journaled
filesystems prevent long delays when you boot your system and your filesystem
happens to be in an inconsistent state. If you intend to install Gentoo on a
very small disk (less than 4GB), then you'll need to tell ext2 to reserve enough
inodes when you create the filesystem. The mke2fs application uses the
"bytes-per-inode" setting to calculate how many inodes a file system should have.
By running mke2fs -T small /dev/<device> the number of inodes will
generally quadruple for a given file system as its "bytes-per-inode" reduces from
one every 16kB to one every 4kB. You can tune this even further by using
mke2fs -i <ratio> /dev/<device>.
ext3 is the journaled version of the ext2 filesystem, providing metadata
journaling for fast recovery in addition to other enhanced journaling modes like
full data and ordered data journaling. It uses an HTree index that enables high
performance in almost all situations. In short, ext3 is a very good and
reliable filesystem. If you intend to install Gentoo on a
very small disk (less than 4GB), then you'll need to tell ext3 to reserve enough
inodes when you create the filesystem. The mke2fs application uses the
"bytes-per-inode" setting to calculate how many inodes a file system should have.
By running mke2fs -j -T small /dev/<device> the number of inodes will
generally quadruple for a given file system as its "bytes-per-inode" reduces from
one every 16kB to one every 4kB. You can tune this even further by using
mke2fs -j -i <ratio> /dev/<device>.
ext4 is a filesystem created as a fork of ext3 bringing new features,
performance improvements and removal of size limits with moderate changes
to the on-disk format. It can span volumes up to 1 EB and with maximum file
size of 16 TB. Instead of the classic ext2/3 bitmap block allocation ext4 uses
extents,
which improve large file performance and reduce fragmentation. Ext4 also provides
more sophisticated block allocation algorithms (delayed allocation and multiblock
allocation) giving the filesystem driver more ways to optimise the layout of data
on the disk. The ext4 filesystem is a compromise between production-grade code
stability and the desire to introduce extensions to an almost decade old
filesystem. Ext4 is the recommended all-purpose all-platform filesystem.
JFS is IBM's high-performance journaling filesystem. JFS is a light,
fast and reliable B+tree-based filesystem with good performance in various
conditions.
ReiserFS is a B+tree-based journaled filesystem that has good overall
performance, especially when dealing with many tiny files at the cost of more
CPU cycles. ReiserFS appears to be less maintained than other filesystems.
XFS is a filesystem with metadata journaling which comes with a robust
feature-set and is optimized for scalability. XFS seems to be less forgiving to
various hardware problems.
Applying a Filesystem to a Partition
To create a filesystem on a partition or volume, there are tools available for
each possible filesystem:
| Filesystem |
Creation Command |
| ext2 |
mkfs.ext2 |
| ext3 |
mkfs.ext3 |
| ext4 |
mkfs.ext4 |
| reiserfs |
mkfs.reiserfs |
| xfs |
mkfs.xfs |
| jfs |
mkfs.jfs |
For instance, to have the boot partition (/dev/sda1 in our
example) in ext2 and the root partition (/dev/sda3 in our example)
in ext4, you would use:
Code Listing 4.1: Applying a filesystem on a partition |
# mkfs.ext2 /dev/sda1
# mkfs.ext4 /dev/sda3
|
Now create the filesystems on your newly created partitions (or logical
volumes).
Warning:
If you're installing on a Cobalt server, remember /dev/sda1 MUST
be of type EXT2 revision 0; Anything else (e.g. EXT2 revision 1, EXT3,
ReiserFS, XFS, JFS and others) WILL NOT WORK! You can format the
partition using the command: mkfs.ext2 -r 0 /dev/sda1.
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Activating the Swap Partition
mkswap is the command that is used to create and initialize swap
partitions:
Code Listing 4.2: Creating a Swap signature |
# mkswap /dev/sda2
|
To activate the swap partition, use swapon:
Code Listing 4.3: Activating the swap partition |
# swapon /dev/sda2
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Create and activate the swap with the commands mentioned above.
4.e. Mounting
Now that your partitions are initialized and are housing a filesystem, it is
time to mount those partitions. Use the mount command. Don't forget to
create the necessary mount directories for every partition you created. As an
example we mount the root and boot partition:
Code Listing 5.1: Mounting partitions |
# mount /dev/sda3 /mnt/gentoo
# mkdir /mnt/gentoo/boot
# mount /dev/sda1 /mnt/gentoo/boot
|
Note:
If you want your /tmp to reside on a separate partition, be sure
to change its permissions after mounting: chmod 1777 /mnt/gentoo/tmp.
This also holds for /var/tmp.
|
We will also have to mount the proc filesystem (a virtual interface with the
kernel) on /proc. But first we will need to place our files on the
partitions.
Continue with Installing the Gentoo Installation
Files.
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