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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.
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. On ${arch}
systems, these are called partitions.
Partitions are divided in three types:
primary, extended and logical.
A primary partition is a partition which has its information stored in
the MBR (master boot record). As an MBR is very small (512 bytes) only four
primary partitions can be defined (for instance, /dev/sda1 to
/dev/sda4).
An extended partition is a special primary partition (meaning the
extended partition must be one of the four possible primary partitions) which
contains more partitions. Such a partition didn't exist originally, but as
four partitions were too few, it was brought to life to extend the formatting
scheme without losing backward compatibility.
A logical partition is a partition inside the extended partition. Their
definitions aren't placed inside the MBR, but are declared inside the extended
partition.
1.
Designing a Partitioning Scheme
Default Partitioning Scheme
Warning:
The NetWinder firmware, NeTTrom, can only read ext2 partitions realiably so you
must have a separate ext2 boot partition.
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If you are not interested in drawing up a partitioning scheme for your system,
you can use the partitioning scheme we use throughout this book:
| Partition |
Filesystem |
Size |
Description |
| /dev/sda1 |
ext2 |
32M |
Boot partition |
| /dev/sda2 |
(swap) |
512M |
Swap partition |
| /dev/sda3 |
ext3 |
Rest of the disk |
Root partition |
If you are interested in knowing how big a partition should be, or even how
many partitions you need, read on. Otherwise continue now with partitioning
your disk by reading Using fdisk to Partition your
Disk.
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:
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You can choose the best performing filesystem for each partition or volume
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Your entire system cannot run out of free space if one defunct tool is
continuously writing files to a partition or volume
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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)
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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 one big disadvantage: if not configured
properly, you might result in having a system with lots of free space on one
partition and none on another. There is also a 15-partition limit for SCSI and
SATA.
As an example partitioning, we show you one for a 20GB disk, used as a
demonstration laptop (containing webserver, mailserver, gnome, ...):
Code Listing 1.1: Filesystem usage example |
$ df -h
Filesystem Type Size Used Avail Use% Mounted on
/dev/sda5 ext3 509M 132M 351M 28% /
/dev/sda2 ext3 5.0G 3.0G 1.8G 63% /home
/dev/sda7 ext3 7.9G 6.2G 1.3G 83% /usr
/dev/sda8 ext3 1011M 483M 477M 51% /opt
/dev/sda9 ext3 2.0G 607M 1.3G 32% /var
/dev/sda1 ext2 51M 17M 31M 36% /boot
/dev/sda6 swap 516M 12M 504M 2% <not mounted>
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/usr is rather full (83% used) here, but once
all software is installed, /usr doesn't tend to grow that much.
Although allocating a few gigabytes of disk space for /var may
seem excessive, remember that Portage uses this partition by default for
compiling packages. If you want to keep /var at a more reasonable
size, such as 1GB, you will need to alter your PORTAGE_TMPDIR variable
in /etc/make.conf to point to the partition with enough free space
for compiling extremely large packages such as OpenOffice.
1.
Using fdisk to Partition your Disk
The following parts explain how to create the example partition layout
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.
Viewing the Current Partition Layout
fdisk is a popular and powerful tool to split your disk into partitions.
Fire up fdisk on your disk (in our example, we use
/dev/sda):
Code Listing 1.1: Starting fdisk |
# fdisk /dev/sda
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Once in fdisk, you'll be greeted with a prompt that looks like this:
Code Listing 1.1: fdisk prompt |
Command (m for help):
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Type p to display your disk's current partition configuration:
Code Listing 1.1: An example partition configuration |
Command (m for help): p
Disk /dev/sda: 240 heads, 63 sectors, 2184 cylinders
Units = cylinders of 15120 * 512 bytes
Device Boot Start End Blocks Id System
/dev/sda1 1 14 105808+ 83 Linux
/dev/sda2 15 49 264600 82 Linux swap
/dev/sda3 50 70 158760 83 Linux
/dev/sda4 71 2184 15981840 5 Extended
/dev/sda5 71 209 1050808+ 83 Linux
/dev/sda6 210 348 1050808+ 83 Linux
/dev/sda7 349 626 2101648+ 83 Linux
/dev/sda8 627 904 2101648+ 83 Linux
/dev/sda9 905 2184 9676768+ 83 Linux
Command (m for help):
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This particular disk is configured to house seven Linux filesystems (each with
a corresponding partition listed as "Linux") as well as a swap partition
(listed as "Linux swap").
Removing all Partitions
We will first remove all existing partitions from the disk. Type d to
delete a partition. For instance, to delete an existing /dev/sda1:
Code Listing 1.1: Deleting a partition |
Command (m for help): d
Partition number (1-4): 1
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The partition has been scheduled for deletion. It will no longer show up if you
type p, but it will not be erased until your changes have been saved. If
you made a mistake and want to abort without saving your changes, type q
immediately and hit enter and your partition will not be deleted.
Now, assuming that you do indeed want to wipe out all the partitions on your
system, repeatedly type p to print out a partition listing and then type
d and the number of the partition to delete it. Eventually, you'll end
up with a partition table with nothing in it:
Code Listing 1.1: An empty partition table |
Disk /dev/sda: 30.0 GB, 30005821440 bytes
240 heads, 63 sectors/track, 3876 cylinders
Units = cylinders of 15120 * 512 = 7741440 bytes
Device Boot Start End Blocks Id System
Command (m for help):
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Now that the in-memory partition table is empty, we're ready to create the
partitions. We will use a default partitioning scheme as discussed previously.
Of course, don't follow these instructions to the letter if you don't want the
same partitioning scheme!
Creating the Boot Partition
We first create a small boot partition. Type n to create a new partition,
then p to select a primary partition, followed by 1 to select the
first primary partition. When prompted for the first cylinder, hit enter. When
prompted for the last cylinder, type +32M to create a partition 32 Mbyte
in size:
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 (1-3876, default 1):
Using default value 1
Last cylinder or +size or +sizeM or +sizeK (1-3876, default 3876): +32M
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Now, when you type p, you should see the following partition printout:
Code Listing 1.1: Created boot partition |
Command (m for help): p
Disk /dev/sda: 30.0 GB, 30005821440 bytes
240 heads, 63 sectors/track, 3876 cylinders
Units = cylinders of 15120 * 512 = 7741440 bytes
Device Boot Start End Blocks Id System
/dev/sda1 1 14 105808+ 83 Linux
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We need to make this partition bootable. Type a to toggle the bootable
flag on a partition and select 1. If you press p again, you will
notice that an * is placed in the "Boot" column.
Creating the Swap Partition
Let's now create the swap partition. To do this, type n to create a new
partition, then p to tell fdisk that you want a primary partition. Then
type 2 to create the second primary partition, /dev/sda2 in
our case. When prompted for the first cylinder, hit enter. When prompted for
the last cylinder, type +512M to create a partition 512MB in size. After
you've done this, type t to set the partition type, 2 to select
the partition you just created and then type in 82 to set the partition
type to "Linux Swap". After completing these steps, typing p should
display a partition table that looks similar to this:
Code Listing 1.1: Partition listing after creating a swap partition |
Command (m for help): p
Disk /dev/sda: 30.0 GB, 30005821440 bytes
240 heads, 63 sectors/track, 3876 cylinders
Units = cylinders of 15120 * 512 = 7741440 bytes
Device Boot Start End Blocks Id System
/dev/sda1 * 1 14 105808+ 83 Linux
/dev/sda2 15 81 506520 82 Linux swap
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Creating the Root Partition
Finally, let's create the root partition. To do this, type n to create a
new partition, then p to tell fdisk that you want a primary partition.
Then type 3 to create the third primary partition, /dev/sda3
in our case. When prompted for the first cylinder, hit enter. When prompted for
the last cylinder, hit enter to create a partition that takes up the rest of the
remaining space on your disk. After completing these steps, typing p
should display a partition table that looks similar to this:
Code Listing 1.1: Partition listing after creating the root partition |
Command (m for help): p
Disk /dev/sda: 30.0 GB, 30005821440 bytes
240 heads, 63 sectors/track, 3876 cylinders
Units = cylinders of 15120 * 512 = 7741440 bytes
Device Boot Start End Blocks Id System
/dev/sda1 * 1 14 105808+ 83 Linux
/dev/sda2 15 81 506520 82 Linux swap
/dev/sda3 82 3876 28690200 83 Linux
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Saving the Partition Layout
To save the partition layout and exit fdisk, type w.
Code Listing 1.1: Save and exit fdisk |
Command (m for help): w
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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,
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>.
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 |
mke2fs |
| ext3 |
mke2fs -j |
| reiserfs |
mkreiserfs |
| 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 ext3 (as in our example), you would use:
Code Listing 1.1: Applying a filesystem on a partition |
# mke2fs /dev/sda1
# mke2fs -j /dev/sda3
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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/sda2
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To activate the swap partition, use swapon:
Code Listing 1.1: Activating the swap partition |
# swapon /dev/sda2
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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 and boot partition:
Code Listing 1.1: Mounting partitions |
# mount /dev/sda3 /mnt/gentoo
# mkdir /mnt/gentoo/boot
# mount /dev/sda1 /mnt/gentoo/boot
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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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