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install [2015/05/09 07:14]
slackermedia
install [2021/06/03 19:48]
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-====== The Installer ====== 
- 
-Upon first boot of the install disc, you'll be presented with an option to choose what kernel you'd 
-like to use. The kernel is the part of the operating system that scans the 
-hardware in, and attached to, a computer so that drivers may be loaded, which 
-enables you to interact with that computer. Once all of the drivers are loaded, 
-the OS initialises an interface: a text shell (in modern computing, there is an 
-expectation that the text interface to a computer will be concealed by a 
-Graphical User Interface, but Slackware defiantly defaults to plain text). 
-Slackware'​s default kernel is an all-purpose one (called the Huge kernel) that 
-should detect all modern (and most legacy) hardware. 
- 
-To continue the boot process with the default kernel, press ''​RETURN''​ or ''​ENTER''​. 
- 
-The next screen verbosely explains how to go about installing in three easy steps: 
- 
-  -Log in as root 
-  -Partition your drive(s) 
-  -Type in setup and follow the prompts 
- 
-And it really will be as simple as that. 
- 
-Login 
- 
-Log in as root by typing root and pressing RETURN. That's the first step done. 
- 
-Partition Your Hard Drive(s) 
- 
-Despite what the packaging might say, hard drives are not very smart. They do 
-not care what operating system you use them on, they do not care how you store 
-data on them. They are just storage media. 
- 
-The most convenient (but not the only) way we have devised, so far, to store 
-data on a hard drive is by putting bits into what we call a "​filesystem";​ that 
-is, a common system that the computer knows to use in order to read and write 
-data, a bit like a secret decoder ring, or an index. As the term suggests, it 
-is a system for dealing with files. 
- 
-Usually, we use a "​partition"​ to provide a filesystem with boundaries. You 
-might have seen this before, if you have ever had a computer with a rescue 
-partition: one harddrive with a mostly invisible slice partitioned off so that 
-in the case of an emergency it can boot to a clean rescue install image. 
- 
-The first step in preparing a drive for an operating system is to partition it. 
-Slackware itself will take care of creating the filesystem, later. 
- 
-Warning 
- 
-Slackermedia assumes that you are using new drives, or at least drives that you 
-have already backed up, because everything in this section will destroy any 
-existing data on the drives. That is the intent. Do not follow this section 
-verbatim if you have valuable data on your drive that you do not intend to 
-erase. 
- 
-The way Linux sees hard drives is by identifying what controller they are 
-connected to on the motherboard,​ and then by assigning a letter to denote the 
-order in which they are connected. The prefix for a hard drive is sd (for 
-historical purposes). ^[1] So the identifier for the first hard drive on a 
-system would be sda, and the second drive would be sda. 
- 
-You can verify what drives Linux finds by looking in the device, or dev, 
-directory: 
- 
-# ls /dev/sd? 
- 
-On a laptop, you probably only have one drive, so the result will likely be / 
-dev/sda but a desktop can (and arguably should) have multiple drives, so 
-results might be /dev/sda /dev/sdb /dev/sdc, and so on to the last drive. 
- 
-Whether you have one or three or more drives, each drive must have a partition 
-in order for an OS to be installed. 
- 
-Warning 
- 
-Mistakes are easy to make. Disconnect any drive that you do not intend to erase 
-while you create partitions, just in case you type in the wrong drive and erase 
-something you did not mean to erase. 
- 
-In other words: only the drives you intend to erase should be attached to your 
-computer, to prevent accidental data loss. 
- 
-To create an MBR (for use with BIOS or UEFI-in-BIOS-mode) partition label 
-(replace sdX with the appropriate drive identifier):​ 
- 
-  # parted /dev/sdX mklabel msdos 
- 
-If you require or prefer a GPT partition for use with UEFI (replace sdX with 
-the appropriate drive identifier):​ 
- 
-  # parted /dev/sdX mklabel gpt 
- 
-And then create the actual partition boundaries. To do this, you must know the 
-size of your drive: 
- 
-  # parted /dev/sdX print | grep Disk 
- 
- 
-If you want hibernation support, then you need to make one partition for your 
-operating system and personal data, plus one partition for hibernation (called 
-a swap partition). Swap space should be a little more than the amount of RAM 
-you have in the computer. Assuming you have a 2TB drive and are reserving 16GB 
-for swap: 
- 
-  # parted /dev/sdX mkpart 
-  primary 1 1984000 
-  # parted /dev/sdX mkpart 
-  primary 1984000 -0 
-  # mkswap /dev/sdX2 
- 
-Warning 
- 
-If you are using multiple drives, then you should only make a swap partition on 
-one non-SSD drive. You do not need swap space on each physical drive. 
- 
-On old systems, swap space was a necessity in the event that you ran out of 
-RAM. This is less of an issue now that RAM is relatively cheap, so if you have 
-heaps of RAM then you probably do not need swap space. If you are using a 
-desktop and do not require hibernation,​ or you just don't anticipate needing 
-hibernation,​ then you can opt to forsake the swap partition and just create a 
-single partition that spans the entire drive: 
- 
-  # parted /dev/sdX mkpart 
-  primary 1 -0 
- 
-Do this for each drive that you want to use in your system. 
- 
-Setup 
- 
-Type in setup to open a rudimentary GUI interface for the install menu. The 
-first selection is to read the HELP section. If you have never used an ncurses 
-interface, read up on how to navigate the menu in front of you. 
- 
-The next option, KEYMAP is optional. Use it if you have a non-US keyboard. 
- 
-ADDSWAP may also be optional, depending on whether you added a swap partition 
-to your drive. If not, skip it. Otherwise, enter the install process here; the 
-installer should detect your swap partition, so let it add the partition to the 
-system layout and continue. 
- 
-Set the destination for the OS install with the TARGET menu item. If you are on 
-a single-drive system, the one choice is obvious: add the one partition 
-available as the target. 
- 
-If you are using an SSD drive for your applications,​ then you will need to add 
-both drives as targets and specify the mount points of each. 
- 
-The mount point for your standard drive should be /, which is the Unix notation 
-for the "​root"​ of the filesystem; the top-level directory into which all other 
-data is placed. This means that all system data, including your personal data, 
-will be stored in directories within the root directory. To place your user 
-applications on the SSD drive, define its mount point as /usr/bin, which will 
-ensure that all user-oriented applications will be placed onto the very fast 
-SSD drive. 
- 
-The installer will offer to format each drive for you. It is usually safe (and 
-quickest) to perform a standard Format with no bad block checking. Use jfs for 
-your filesystem type. ^[2] 
- 
-Once your drives are formatted, select the source of the installation. 
-Presumably you are installing from a DVD, so select the first option. Allow the 
-installer to perform an automatic scan for the disc. (This option probably 
-seems odd to you, but there are several ways to install Slackware Linux, and so 
-this menu is actually very useful for advanced installs. However, unless you 
-are an expert, there is no real need to perform anything but a standard install 
-from the boot disc). 
- 
-Next, you must choose the packages that you want to install. By default, all 
-but the internationalisation files for the desktop are selected. You may 
-activate the internationalisation package set if you want a non-English 
-desktop, otherwise it is safe to leave it deactivated. 
- 
-The next menu confirms that you wish to perform a full and automated install of 
-all package sets. Slackermedia only supports a full install. If you turn any 
-other package set off, you risk unexpected incompatibilities. The full install 
-is not large compared to the standard install of other operating systems, and 
-yet you get an amazing amount of software, development headers, libraries, and 
-tools. In short, install everything. 
- 
-Uncompressing and copying thousands of installable files takes time. You can 
-use this time for a coffee break, but if you're very new to Linux, then 
-watching the installer may prove interesting,​ just so that you get some idea of 
-what gets installed on a fully-featured operating system. 
- 
-Once all packages have been installed, you have the opportunity to create a USB 
-boot loader disc. It is safe to skip this step on modern hardware; if anything 
-goes wrong, you can generally perform a rescue with your install disc. 
- 
-In order for your computer'​s BIOS or UEFI to pass control over to an operating 
-system, it must know where that operating system is located. On the commercial 
-computer systems that you buy, this is hidden from the user, presumably to give 
-the appearance that the OS is the computer. On Linux, this functionality is 
-exposed so that the user can intercept the boot process as needed. The software 
-that governs this is known as a boot loader. 
- 
-The boot loader that Slackware uses is called LILO and should be installed to 
-the MBR (master boot record). From a user perspective,​ it just amounts to a 
-menu at boot time that lets you choose what drive or OS to boot into. Since 
-Slackermedia recommends having only one OS, this menu is surplus to 
-requirements,​ but since it is necessary for the boot precess, and not a bad 
-tool to have around for troubleshooting,​ installing it correctly is important. 
- 
-If you are using BIOS or UEFI-in-BIOS-mode,​ you can use the simple option of 
-letting the installer auto-detect your settings, and then configure and install 
-LILO for you. 
- 
-If you are using UEFI with GPT partitions (which you will probably only do if 
-you have a drive that is larger than 2TB), then choose to skip this step for 
-now. A manual LILO install will be performed after the install. 
- 
-Next, choose a resolution for your monitor. On modern LCD panels, the highest 
-quality is probably safe, but if you are using old monitors then stay with the  
-standard option. 
- 
-The next few prompts are well documented in themselves. Continue on until you 
-are prompted to configure GPM. This defaults to Yes but it is safe to choose No 
-if you do not anticipate using your mouse in a text-only console. If you are 
-unsure, choose No. 
- 
-Configuring the network is the next major option that deserves some special 
-attention. You certainly want to configure your network. The first field is for 
-a hostname for your computer. You can give your computer any hostname you like, 
-but short and simple is usually better. Many sys admins have a complex naming 
-scheme (ie, name all computers in one department after famous spaceships, all 
-computers in another after sea animals, and so on) but for personal use, you 
-can use anything you please, and unless you intend to set up and use internal 
-DNS, you will probably never actually use it directly. 
- 
-The next field is a domain name. Again, unless you actually intend to set up a 
-complex intranet, you will likely never use this directly and you can provide 
-it with any string you please. An example would be slackermedia.local,​ or you 
-can use your own production company'​s name, or anything. Again, short and 
-simple is probably best. 
- 
-Finally, choose how to configure your network. This entirely depends on your 
-network. An in-depth lesson on network design is out of the scope of a book 
-about multimedia workflows, so if you intend to create a complex intranet, you 
-should know how you intend to distribute IP addresses. If you are not sure yet, 
-then choose NetworkManager. 
- 
-For the sake of complete documentation,​ here is a summary of each option, plus 
-one that does not appear: 
- 
-Network Configuration Options 
- 
-static IP 
- 
-    Set your own IP address based on either what your sys admin tells you, or 
-    what your ISP tells you. 
- 
-    This is fairly rare for home users, since usually you will have a router or 
-    modem between you and your ISP (so the router or modem may have a static 
-    IP, or else a dynamic one being managed by the ISP, so that your computers 
-    do not have to). Even in large businesses, these sorts of things are often 
-    handled by the server rather than on the client side. 
- 
-DHCP 
- 
-    Tells your computer to ping a server or router for an IP address. This is 
-    very common on home connections,​ with wired connections. It is also very 
-    common on business networks. 
- 
-    This is not what you want if you use wireless connections to a router 
-    (unless you intend to use the <​applciation>​wicd</​applciation>​ network 
-    manager). 
- 
-loopback 
- 
-    This could be used if you had no network, or intend to use a dialup modem. 
- 
-NetworkManager 
- 
-    Uses the NetworkManager application to dynamically let you decide what 
-    connection to use. You can plug in and use a wired connection, or unplug 
-    and switch to wireless. You can set static IP addresses, or use DHCP, or 
-    VPN, and much more. This is what you expect from a modern computer and is 
-    almost certainly what you want on a laptop, and possibly a desktop. 
- 
-Wicd 
- 
-    This is not an option at this stage, but it is an extra package on the 
-    install media, which you can install later. It is a more unixy version of  
-    NetworkManager,​ and popular with geeks who want the convenience of 
-    dynamically changing wireless networks combined with the option to easily 
-    deactivate network management, or who are concerned about simple and 
-    modular code. 
- 
-    To use wicd, choose DHCP for now and install wicd later. 
- 
-If you do not understand why any of those things are signficant, or are 
-confused about what to choose, then you should choose NetworkManager. 
- 
-Next, you are provided with a list of startup options. This is largely geared 
-toward sys admins, or computer users who like to do sys admin tasks (like 
-reading logs, playing on the network, start up various services, and so on). 
-Each item that gets started at boot time unsuprisingly adds to boot time, so if 
-you are on a laptop or you anticipate rebooting often, then you should choose 
-no extra services here and in fact can safely deactivate rc.inetd (assuming 
-that you are using NetworkManager,​ and even rc.syslog. If these are required at 
-some later time, you can easily reactivate them. 
- 
-Further boot time optimisations will be made later. 
- 
-The next option is to customise the font used in the text console. It is safe 
-to choose No here. 
- 
-Remember when you were mucking about with BIOS and UEFI? here is another place 
-where that will pay off: in the next menu screen, you need to tell Slackware 
-whether your system clock is set to local or to GMT/UTC time. If it is set to 
-local, the next screen will require you to define your location. In practise, 
-this does not necessarily matter that much, because you can always set an 
-offset for your clock, or use an NTP server, but it's tidier if you make the 
-effort. 
- 
-The next screen asks you to set a default desktop. Unlike commercial operating 
-systems, Linux'​s GUI desktop is treated not as the window into the OS, but as 
-just another application;​ it can be swapped out with an entirely different one, 
-much as you would choose to use a different web browser, or video player, and 
-so on. Slackware ships with the most robust desktop of them all, KDE, as well 
-as with some alternatives for the adventurous. Slackermedia recommends KDE, 
-because it is flexible and highly configurable,​ and yet basically just works 
-as-is. If you choose a different desktop, then you will need to do extra 
-configuration that this handbook does not address. If you are not comfortable 
-with multimedia on Linux yet, then choose KDE to keep things simple and to 
-maintain a set of known variables. You can always launch different desktops in 
-your own spare time, since you have already installed all of them. This menu 
-simply sets the default. 
- 
-The final (more or less) screen asks you to set a password for the 
-administrator of the computer. The administrator'​s name is root, no matter 
-what. This is the first user, the primary owner of the computer. Set the 
-password to whatever you want, but do not forget it. 
- 
-The scripted installer process is now over. Whether or not your job is done 
-depends on whether or not you are using UEFI. If so, then you skipped the LILO 
-boot loader install, so if you were to reboot now, you would have no way of 
-getting into your OS without a rescue disc. If you did accidentally reboot 
-before reading this paragraph, then reboot using your install media and follow 
-the instructions in the appendix for recovering a lost password, and then 
-return here. 
- 
-Exit out of the installer, and use this command to enter your freshly installed 
-system: 
- 
-# chroot /mnt 
- 
-This changes the root directory from being the install disc to being the root 
-directory that you defined whilst installing. So now you can operate on your 
-system before actually booting into it. 
- 
-To configure the boot loader, use the nano text editor, which runs as a 
-semi-graphical application within the text console: 
- 
-# chroot /​etc/​lilo.conf_example 
- 
-Midway through this file, you will see several VGA options. Below that section 
-are several examples of what valid boot loader congfigurations might look like. 
-You can use one as a starting point, creating an entry that looks like this: 
- 
-insert lilo.conf here 
-foobar 
- 
-When you have finished editing, press control+o to "write Out" the file. In the 
-buffer that appears near the bottom of the screen, rename the file to 
-lilo.conf. 
- 
-Press control+x to exit. 
- 
-Now run LILO to instantiate the configuration. 
- 
-# lilo 
- 
-It is now safe to reboot the computer. The best way to do that is to press  
-control+alt+F2 to log back into your install media. Login as root again, and 
-then issue this command: 
- 
-  # reboot 
- 
-This reboots your computer. Make sure that the install media is ejected so that 
-your BIOS or UEFI does not boot back into the installer. 
- 
-Now that you have installed the OS, your next step is to set up your user 
-environment. 
- 
- 
-------------------------------------------------------------------------------- 
- 
-^[1] tldp.org/​HOWTO/​Partition/​devices.html 
- 
-^[2] Slackermedia recommends jfs solely based on experiential data. In some 
-ways, it has fewer features than something like ext4 but it is a good, stable 
-open source filesystem that is useful on both SSD and standard drives, and it 
-is backed by IBM and used by IBM on large amounts of data in very large data 
-centers. It makes the most sense for Slackermedia,​ and has successfully powered 
-Slackermedia machines that are in production for the past five years (including 
-one that is exclusively SSD). 
- 
-If you know Linux well and have reason to prefer ext4 or xfs or some other 
-filesystem type, feel free to ignore this recommendation.