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1.
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.
Slices
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. On Alpha systems,
these are called slices.
1.
Designing a Partitioning Scheme
Default Partitioning Scheme
As an example we use the following slice layout:
| Slice |
Description |
| /dev/sda1 |
Swap slice |
| /dev/sda2 |
Root slice |
| /dev/sda3 |
Full disk (required) |
If you are interested in knowing how big a partition should be, or even how
many partitions (or volumes) you need, read on. Otherwise continue now with
Using fdisk to Partition your Disk (SRM only)
or Using fdisk to Partition your Disk (ARC/AlphaBIOS
only).
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 YMMV.
1.
Using fdisk to Partition your Disk (SRM only)
The following parts explain how to create the example slice layout described
previously, namely:
| Slice |
Description |
| /dev/sda1 |
Swap slice |
| /dev/sda2 |
Root slice |
| /dev/sda3 |
Full disk (required) |
Change your slice layout according to your own preference.
Identifying Available Disks
To figure out what disks you have running, use the following commands:
Code Listing 1.1: Identifying available disks |
# dmesg | grep 'drive$'
# dmesg | grep 'scsi'
|
From this output you should be able to see what disks were detected and their
respective /dev entry. In the following parts we assume that the
disk is a SCSI disk on /dev/sda.
Now fire up fdisk:
Code Listing 1.1: Starting fdisk |
# fdisk /dev/sda
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Deleting All Slices
If your hard drive is completely blank, then you'll have to first create
a BSD disklabel.
Code Listing 1.1: Creating a BSD disklabel |
Command (m for help): b
/dev/sda contains no disklabel.
Do you want to create a disklabel? (y/n) y
3 partitions:
# start end size fstype [fsize bsize cpg]
c: 1 5290* 5289* unused 0 0
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We start with deleting all slices except the 'c'-slice (a requirement
for using BSD disklabels). The following shows how to delete a slice (in
the example we use 'a'). Repeat the process to delete all other slices
(again, except the 'c'-slice).
Use p to view all existing slices. d is used to delete a slice.
Code Listing 1.1: Deleting a slice |
BSD disklabel command (m for help): p
8 partitions:
# start end size fstype [fsize bsize cpg]
a: 1 235* 234* 4.2BSD 1024 8192 16
b: 235* 469* 234* swap
c: 1 5290* 5289* unused 0 0
d: 469* 2076* 1607* unused 0 0
e: 2076* 3683* 1607* unused 0 0
f: 3683* 5290* 1607* unused 0 0
g: 469* 1749* 1280 4.2BSD 1024 8192 16
h: 1749* 5290* 3541* unused 0 0
BSD disklabel command (m for help): d
Partition (a-h): a
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After repeating this process for all slices, a listing should show you something
similar to this:
Code Listing 1.1: Viewing an empty scheme |
BSD disklabel command (m for help): p
3 partitions:
# start end size fstype [fsize bsize cpg]
c: 1 5290* 5289* unused 0 0
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Creating the Swap Slice
On Alpha based systems you don't need a separate boot slice. However, the
first cylinder cannot be used as the aboot image will be placed there.
We will create a swap slice starting at the third cylinder, with a total
size of 1 GB. Use n to create a new slice. After creating the slice,
we will change its type to 1 (one), meaning swap.
Code Listing 1.1: Creating the swap slice |
BSD disklabel command (m for help): n
Partition (a-p): a
First cylinder (1-5290, default 1): 3
Last cylinder or +size or +sizeM or +sizeK (3-5290, default 5290): +1024M
BSD disklabel command (m for help): t
Partition (a-c): a
Hex code (type L to list codes): 1
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After these steps you should see a layout similar to the following:
Code Listing 1.1: Slice layout after creating the swap slice |
BSD disklabel command (m for help): p
3 partitions:
# start end size fstype [fsize bsize cpg]
a: 3 1003 1001 swap
c: 1 5290* 5289* unused 0 0
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Create the Root Slice
We will now create the root slice, starting from the first cylinder after
the swap slice. Use the p command to view where the swap slice ends. In
our example, this is at 1003, making the root slice start at 1004.
Another problem is that there is currently a bug in fdisk making it think
the number of available cylinders is one above the real number of cylinders. In
other words, when you are asked for the last cylinder, decrease the cylinder
number (in this example: 5290) with one.
When the slice is created, we change the type to 8, for ext2.
Code Listing 1.1: Creating the root slice |
D disklabel command (m for help): n
Partition (a-p): b
First cylinder (1-5290, default 1): 1004
Last cylinder or +size or +sizeM or +sizeK (1004-5290, default 5290): 5289
BSD disklabel command (m for help): t
Partition (a-c): b
Hex code (type L to list codes): 8
|
Your slice layout should now be similar to this:
Code Listing 1.1: Viewing the slice layout |
BSD disklabel command (m for help): p
3 partitions:
# start end size fstype [fsize bsize cpg]
a: 3 1003 1001 swap
b: 1004 5289 4286 ext2
c: 1 5290* 5289* unused 0 0
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Save the Slice Layout and Exit
Save fdisk by typing w. This will also save your slice layout.
Code Listing 1.1: Save and exit fdisk |
Command (m for help): w
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Now that your slices are created, you can continue with Creating Filesystems.
1.
Using fdisk to Partition your Disk (ARC/AlphaBIOS only)
The following parts explain how to partition the disk with a layout
similar to the one described previously, namely:
| Partition |
Description |
| /dev/sda1 |
Boot partition |
| /dev/sda2 |
Swap partition |
| /dev/sda3 |
Root partition |
Change your partition layout according to your own preference.
Identifying Available Disks
To figure out what disks you have running, use the following commands:
Code Listing 1.1: Identifying available disks |
# dmesg | grep 'drive$'
# dmesg | grep 'scsi'
|
From this output you should be able to see what disks were detected and their
respective /dev entry. In the following parts we assume that the
disk is a SCSI disk on /dev/sda.
Now fire up fdisk:
Code Listing 1.1: Starting fdisk |
# fdisk /dev/sda
|
Deleting All Partitions
If your hard drive is completely blank, then you'll have to first create
a DOS disklabel.
Code Listing 1.1: Creating a DOS disklabel |
Command (m for help): o
Building a new DOS disklabel.
|
We start with deleting all partitions. The following shows how to delete
a partition (in the example we use '1'). Repeat the process to delete all
other partitions.
Use p to view all existing partitions. d is used to delete a
partition.
Code Listing 1.1: Deleting a partition |
command (m for help): p
Disk /dev/sda: 9150 MB, 9150996480 bytes
64 heads, 32 sectors/track, 8727 cylinders
Units = cylinders of 2048 * 512 = 1048576 bytes
Device Boot Start End Blocks Id System
/dev/sda1 1 478 489456 83 Linux
/dev/sda2 479 8727 8446976 5 Extended
/dev/sda5 479 1433 977904 83 Linux Swap
/dev/sda6 1434 8727 7469040 83 Linux
command (m for help): d
Partition number (1-6): 1
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Creating the Boot Partition
On Alpha systems which use MILO to boot, we have to create a small vfat
boot partition.
Code Listing 1.1: Creating the boot partition |
Command (m for help): n
Command action
e extended
p primary partition (1-4)
p
Partition number (1-4): 1
First cylinder (1-8727, default 1): 1
Last cylinder or +size or +sizeM or +sizeK (1-8727, default 8727): +16M
Command (m for help): t
Selected partition 1
Hex code (type L to list codes): 6
Changed system type of partition 1 to 6 (FAT16)
|
Creating the Swap Partition
We will create a swap partition with a total size of 1 GB. Use n to
create a new partition.
Code Listing 1.1: Creating the swap partition |
Command (m for help): n
Command action
e extended
p primary partition (1-4)
p
Partition number (1-4): 2
First cylinder (17-8727, default 17): 17
Last cylinder or +size or +sizeM or +sizeK (17-8727, default 8727): +1000M
Command (m for help): t
Partition number (1-4): 2
Hex code (type L to list codes): 82
Changed system type of partition 2 to 82 (Linux swap)
|
After these steps you should see a layout similar to the following:
Code Listing 1.1: Partition listing after creating a swap partition |
Command (m for help): p
Disk /dev/sda: 9150 MB, 9150996480 bytes
64 heads, 32 sectors/track, 8727 cylinders
Units = cylinders of 2048 * 512 = 1048576 bytes
Device Boot Start End Blocks Id System
/dev/sda1 1 16 16368 6 FAT16
/dev/sda2 17 971 977920 82 Linux swap
|
Creating the Root Partition
We will now create the root partition. Again, just use the n command.
Code Listing 1.1: Creating the root partition |
Command (m for help): n
Command action
e extended
p primary partition (1-4)
p
Partition number (1-4): 3
First cylinder (972-8727, default 972): 972
Last cylinder or +size or +sizeM or +sizeK (972-8727, default 8727): 8727
|
After these steps you should see a layout similar to the following:
Code Listing 1.1: Partition listing after creating the root partition |
Command (m for help): p
Disk /dev/sda: 9150 MB, 9150996480 bytes
64 heads, 32 sectors/track, 8727 cylinders
Units = cylinders of 2048 * 512 = 1048576 bytes
Device Boot Start End Blocks Id System
/dev/sda1 1 16 16368 6 FAT16
/dev/sda2 17 971 977920 82 Linux swap
/dev/sda3 972 8727 7942144 83 Linux
|
Save the Partition Layout and Exit
Save fdisk by typing w. This will also save your partition layout.
Code Listing 1.1: Save and exit fdisk |
Command (m for help): w
|
Now that your partitions are created, you can continue with Creating Filesystems.
1.
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
The Linux kernel supports various filesystems. We'll explain ext2, ext3, ext4,
ReiserFS, XFS and JFS as these are the most commonly used filesystems on Linux
systems.
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 by running mke2fs -T small
/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. Ext3 is the recommended all-purpose all-platform
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 by running mke2fs -j -T small /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.
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 root partition (/dev/sda2 in our example)
in ext3, you would use:
Code Listing 1.1: Applying a filesystem on a partition |
# mkfs.ext3 /dev/sda2
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Now create the filesystems on your newly created partitions (or logical
volumes).
Activating the Swap Partition
mkswap is the command that is used to initialize swap partitions:
Code Listing 1.1: Creating a Swap signature |
# mkswap /dev/sda1
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To activate the swap partition, use swapon:
Code Listing 1.1: Activating the swap partition |
# swapon /dev/sda1
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Create and activate the swap with the commands mentioned above.
1.
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 partition:
Code Listing 1.1: Mounting partitions |
# mount /dev/sda2 /mnt/gentoo
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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.
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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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