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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 and 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 most systems,
these are called partitions. Other architectures use a similar technique,
called slices.
1.
Designing a Partitioning Scheme
Default Partitioning Scheme
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 |
Partition map |
31.5k |
Partition map |
| /dev/sda2 |
(bootstrap) |
800k |
Apple_Bootstrap |
| /dev/sda3 |
(swap) |
512M |
Swap partition |
| /dev/sda4 |
ext3 or ext4 |
Rest of the disk |
Root partition |
Note:
There are some partitions named like this: Apple_Driver43,
Apple_Driver_ATA, Apple_FWDriver,
Apple_Driver_IOKit, and Apple_Patches. If you are not
planning to use MacOS 9 you can delete them, because MacOS X and Linux don't
need them. You might have to use parted in order to delete them, as mac-fdisk
can't delete them yet.
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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
Apple G5: Using mac-fdisk to Partition your
Disk or IBM pSeries: 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
-
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 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.
1.
Default: Using mac-fdisk (Apple G5) to Partition your Disk
At this point, create your partitions using mac-fdisk:
Code Listing 1.1: Starting mac-fdisk |
# mac-fdisk /dev/sda
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First delete the partitions you have cleared previously to make room for your
Linux partitions. Use d in mac-fdisk to delete those partition(s).
It will ask for the partition number to delete.
Second, create an Apple_Bootstrap partition by using b. It will
ask for what block you want to start. Enter the number of your first free
partition, followed by a p. For instance this is 2p.
Note:
This partition is not a "boot" partition. It is not used by Linux at all;
you don't have to place any filesystem on it and you should never mount it. PPC
users don't need an extra partition for /boot.
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Now create a swap partition by pressing c. Again mac-fdisk will
ask for what block you want to start this partition from. As we used 2
before to create the Apple_Bootstrap partition, you now have to enter
3p. When you're asked for the size, enter 512M (or whatever size
you want). When asked for a name, enter swap (mandatory).
To create the root partition, enter c, followed by 4p to select
from what block the root partition should start. When asked for the size, enter
4p again. mac-fdisk will interpret this as "Use all available
space". When asked for the name, enter root (mandatory).
To finish up, write the partition to the disk using w and q to
quit mac-fdisk.
Note:
To make sure everything is ok, you should run mac-fdisk once more and check
whether all the partitions are there. If you don't see any of the partitions you
created, or the changes you made, you should reinitialize your partitions by
pressing i in mac-fdisk. Note that this will recreate the partition map
and thus remove all your partitions.
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Now that your partitions are created, you can continue with Creating Filesystems.
1.
IBM pSeries, iSeries and OpenPower: using fdisk to Partition your Disk
Note:
If you are planning to use a RAID disk array for your Gentoo installation and
you are using POWER5-based hardware, you should now run iprconfig to
format the disks to Advanced Function format and create the disk array. You
should emerge iprutils after your install is complete.
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If you have an ipr-based SCSI adapter, you should start the ipr utilities now.
Code Listing 1.1: Starting ipr utilities |
# /etc/init.d/iprinit start
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The following parts explain how to create the example partition layout
described previously, namely:
| Partition |
Description |
| /dev/sda1 |
PPC PReP 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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If you still have an AIX partition layout on your system, you will get the
following error message:
Code Listing 1.1: Error message from fdisk |
There is a valid AIX label on this disk.
Unfortunately Linux cannot handle these
disks at the moment. Nevertheless some
advice:
1. fdisk will destroy its contents on write.
2. Be sure that this disk is NOT a still vital
part of a volume group. (Otherwise you may
erase the other disks as well, if unmirrored.)
3. Before deleting this physical volume be sure
to remove the disk logically from your AIX
machine. (Otherwise you become an AIXpert).
Command (m for help):
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Don't worry, you can create a new empty DOS partition table by pressing
o.
Warning:
This will destroy any installed AIX version!
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Type p to display your disk current partition configuration:
Code Listing 1.1: An example partition configuration |
Command (m for help): p
Disk /dev/sda: 30.7 GB, 30750031872 bytes
141 heads, 63 sectors/track, 6761 cylinders
Units = cylinders of 8883 * 512 = 4548096 bytes
Device Boot Start End Blocks Id System
/dev/sda1 1 12 53266+ 83 Linux
/dev/sda2 13 233 981571+ 82 Linux swap
/dev/sda3 234 674 1958701+ 83 Linux
/dev/sda4 675 6761 27035410+ 5 Extended
/dev/sda5 675 2874 9771268+ 83 Linux
/dev/sda6 2875 2919 199836 83 Linux
/dev/sda7 2920 3008 395262 83 Linux
/dev/sda8 3009 6761 16668918 83 Linux
Command (m for help):
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This particular disk is configured to house six 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:
Note:
If you don't want to delete all partitions just delete those you want to delete.
At this point you should create a backup of your data to avoid losing it.
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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: 30.7 GB, 30750031872 bytes
141 heads, 63 sectors/track, 6761 cylinders
Units = cylinders of 8883 * 512 = 4548096 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 PPC PReP boot partition
We first create a small PReP 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
+7M to create a partition 7 MB in size. After you've done
this, type t to set the partition type, 1 to select the
partition you just created and then type in 41 to set the
partition type to "PPC PReP Boot". Finally, you'll need to mark the PReP
partition as bootable.
Note:
The PReP partition has to be smaller than 8 MB!
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Code Listing 1.1: Creating the PReP boot partition |
Command (m for help): p
Disk /dev/sda: 30.7 GB, 30750031872 bytes
141 heads, 63 sectors/track, 6761 cylinders
Units = cylinders of 8883 * 512 = 4548096 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 (1-6761, default 1):
Using default value 1
Last cylinder or +size or +sizeM or +sizeK (1-6761, default
6761): +8M
Command (m for help): t
Selected partition 1
Hex code (type L to list codes): 41
Changed system type of partition 1 to 41 (PPC PReP Boot)
Command (m for help): a
Partition number (1-4): 1
Command (m for help):
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Now, when you type p, you should see the following partition information:
Code Listing 1.1: Created boot partition |
Command (m for help): p
Disk /dev/sda: 30.7 GB, 30750031872 bytes
141 heads, 63 sectors/track, 6761 cylinders
Units = cylinders of 8883 * 512 = 4548096 bytes
Device Boot Start End Blocks Id System
/dev/sda1 * 1 3 13293 41 PPC PReP Boot
Command (m for help):
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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: 30.7 GB, 30750031872 bytes
141 heads, 63 sectors/track, 6761 cylinders
Units = cylinders of 8883 * 512 = 4548096 bytes
Device Boot Start End Blocks Id System
/dev/sda1 1 3 13293 41 PPC PReP Boot
/dev/sda2 4 117 506331 82 Linux swap
Command (m for help):
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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: 30.7 GB, 30750031872 bytes
141 heads, 63 sectors/track, 6761 cylinders
Units = cylinders of 8883 * 512 = 4548096 bytes
Device Boot Start End Blocks Id System
/dev/sda1 1 3 13293 41 PPC PReP Boot
/dev/sda2 4 117 506331 82 Linux swap
/dev/sda3 118 6761 29509326 83 Linux
Command (m for help):
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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, 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. 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 |
mke2fs |
| ext3 |
mke2fs -j |
| ext4 |
mkfs.ext4 |
| reiserfs |
mkreiserfs |
| xfs |
mkfs.xfs |
| jfs |
mkfs.jfs |
For instance, to have the root partition (/dev/sda4 in our example)
in ext4 (as in our example), you would use:
Code Listing 1.1: Applying a filesystem on a partition |
# mkfs.ext4 /dev/sda4
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Now create the filesystems on your newly created partitions (or logical
volumes).
Important:
If you choose to use ReiserFS for /, do not change its default
block size if you will also be using yaboot as your bootloader, as
explained in (Configuring the Bootloader).
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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/sda3
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To activate the swap partition, use swapon:
Code Listing 1.1: Activating the swap partition |
# swapon /dev/sda3
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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 create a mount point and mount the root partition:
Code Listing 1.1: Mounting partitions |
# mkdir /mnt/gentoo
# mount /dev/sda4 /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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Continue with (Installing the Gentoo
Installation Files).
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