FreeBSD Handbook

The FreeBSD Documentation Project

Welcome to FreeBSD! This handbook covers the installation and day to day use of FreeBSD 4.10-RELEASE and FreeBSD 5.2.1-RELEASE. This manual is a work in progress and is the work of many individuals. Many sections do not yet exist and some of those that do exist need to be updated. If you are interested in helping with this project, send email to the FreeBSD documentation project mailing list. The latest version of this document is always available from the FreeBSD web site. It may also be downloaded in a variety of formats and compression options from the FreeBSD FTP server or one of the numerous mirror sites. If you would prefer to have a hard copy of the handbook, you can purchase one at the FreeBSD Mall. You may also want to search the handbook.

Redistribution and use in source (SGML DocBook) and 'compiled' forms (SGML, HTML, PDF, PostScript, RTF and so forth) with or without modification, are permitted provided that the following conditions are met:

  1. Redistributions of source code (SGML DocBook) must retain the above copyright notice, this list of conditions and the following disclaimer as the first lines of this file unmodified.

  2. Redistributions in compiled form (transformed to other DTDs, converted to PDF, PostScript, RTF and other formats) must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution.

Important: THIS DOCUMENTATION IS PROVIDED BY THE FREEBSD DOCUMENTATION PROJECT "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE FREEBSD DOCUMENTATION PROJECT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS DOCUMENTATION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

FreeBSD is a registered trademark of Wind River Systems, Inc. This is expected to change soon.

3Com and HomeConnect are registered trademarks of 3Com Corporation.

3ware and Escalade are registered trademarks of 3ware Inc.

ARM is a registered trademark of ARM Limited.

Adaptec is a registered trademark of Adaptec, Inc.

Adobe, Acrobat, Acrobat Reader, and PostScript are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.

Apple, FireWire, Mac, Macintosh, Mac OS, Quicktime, and TrueType are trademarks of Apple Computer, Inc., registered in the United States and other countries.

Corel and WordPerfect are trademarks or registered trademarks of Corel Corporation and/or its subsidiaries in Canada, the United States and/or other countries.

Sound Blaster is a trademark of Creative Technology Ltd. in the United States and/or other countries.

CVSup is a registered trademark of John D. Polstra.

Heidelberg, Helvetica, Palatino, and Times Roman are either registered trademarks or trademarks of Heidelberger Druckmaschinen AG in the U.S. and other countries.

IBM, AIX, EtherJet, Netfinity, OS/2, PowerPC, PS/2, S/390, and ThinkPad are trademarks of International Business Machines Corporation in the United States, other countries, or both.

IEEE, POSIX, and 802 are registered trademarks of Institute of Electrical and Electronics Engineers, Inc. in the United States.

Intel, Celeron, EtherExpress, i386, i486, Itanium, Pentium, and Xeon are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries.

Intuit and Quicken are registered trademarks and/or registered service marks of Intuit Inc., or one of its subsidiaries, in the United States and other countries.

Linux is a registered trademark of Linus Torvalds.

LSI Logic, AcceleRAID, eXtremeRAID, MegaRAID and Mylex are trademarks or registered trademarks of LSI Logic Corp.

M-Systems and DiskOnChip are trademarks or registered trademarks of M-Systems Flash Disk Pioneers, Ltd.

Macromedia, Flash, and Shockwave are trademarks or registered trademarks of Macromedia, Inc. in the United States and/or other countries.

Microsoft, FrontPage, IntelliMouse, MS-DOS, Outlook, Windows, Windows Media, and Windows NT are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

Netscape and the Netscape Navigator are registered trademarks of Netscape Communications Corporation in the U.S. and other countries.

GateD and NextHop are registered and unregistered trademarks of NextHop in the U.S. and other countries.

Motif, OSF/1, and UNIX are registered trademarks and IT DialTone and The Open Group are trademarks of The Open Group in the United States and other countries.

Oracle is a registered trademark of Oracle Corporation.

PowerQuest and PartitionMagic are registered trademarks of PowerQuest Corporation in the United States and/or other countries.

RealNetworks, RealPlayer, and RealAudio are the registered trademarks of RealNetworks, Inc.

Red Hat, RPM, are trademarks or registered trademarks of Red Hat, Inc. in the United States and other countries.

SAP, R/3, and mySAP are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world.

Sun, Sun Microsystems, Java, Java Virtual Machine, JavaServer Pages, JDK, JSP, JVM, Netra, Solaris, StarOffice, Sun Blade, Sun Enterprise, Sun Fire, SunOS, and Ultra are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States and other countries.

Symantec and Ghost are registered trademarks of Symantec Corporation in the United States and other countries.

MATLAB is a registered trademark of The MathWorks, Inc.

SpeedTouch is a trademark of Thomson

U.S. Robotics and Sportster are registered trademarks of U.S. Robotics Corporation.

VMware is a trademark of VMware, Inc.

Waterloo Maple and Maple are trademarks or registered trademarks of Waterloo Maple Inc.

Mathematica is a registered trademark of Wolfram Research, Inc.

XFree86 is a trademark of The XFree86 Project, Inc.

Ogg Vorbis and Xiph.Org are trademarks of Xiph.Org.

Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this document, and the FreeBSD Project was aware of the trademark claim, the designations have been followed by the ``™'' or the ``®'' symbol.


Table of Contents
Preface
I. Getting Started
1 Introduction
1.1 Synopsis
1.2 Welcome to FreeBSD!
1.3 About the FreeBSD Project
2 Installing FreeBSD
2.1 Synopsis
2.2 Pre-installation Tasks
2.3 Starting the Installation
2.4 Introducing Sysinstall
2.5 Allocating Disk Space
2.6 Choosing What to Install
2.7 Choosing Your Installation Media
2.8 Committing to the Installation
2.9 Post-installation
2.10 Supported Hardware
2.11 Troubleshooting
2.12 Advanced Installation Guide
2.13 Preparing Your Own Installation Media
3 UNIX Basics
3.1 Synopsis
3.2 Virtual Consoles and Terminals
3.3 Permissions
3.4 Directory Structure
3.5 Disk Organization
3.6 Mounting and Unmounting File Systems
3.7 Processes
3.8 Daemons, Signals, and Killing Processes
3.9 Shells
3.10 Text Editors
3.11 Devices and Device Nodes
3.12 Binary Formats
3.13 For More Information
4 Installing Applications: Packages and Ports
4.1 Synopsis
4.2 Overview of Software Installation
4.3 Finding Your Application
4.4 Using the Packages System
4.5 Using the Ports Collection
4.6 Post-installation Activities
4.7 Dealing with Broken Ports
5 The X Window System
5.1 Synopsis
5.2 Understanding X
5.3 Installing XFree86
5.4 XFree86 Configuration
5.5 Using Fonts in XFree86
5.6 The X Display Manager
5.7 Desktop Environments
II. System Administration
6 Configuration and Tuning
6.1 Synopsis
6.2 Initial Configuration
6.3 Core Configuration
6.4 Application Configuration
6.5 Starting Services
6.6 Configuring the cron Utility
6.7 Using rc under FreeBSD 5.X
6.8 Setting Up Network Interface Cards
6.9 Virtual Hosts
6.10 Configuration Files
6.11 Tuning with sysctl
6.12 Tuning Disks
6.13 Tuning Kernel Limits
6.14 Adding Swap Space
6.15 Power and Resource Management
6.16 Using and Debugging FreeBSD ACPI
7 The FreeBSD Booting Process
7.1 Synopsis
7.2 The Booting Problem
7.3 The MBR, and Boot Stages One, Two, and Three
7.4 Kernel Interaction During Boot
7.5 Device Hints
7.6 Init: Process Control Initialization
7.7 Shutdown Sequence
8 Users and Basic Account Management
8.1 Synopsis
8.2 Introduction
8.3 The Superuser Account
8.4 System Accounts
8.5 User Accounts
8.6 Modifying Accounts
8.7 Limiting Users
8.8 Personalizing Users
8.9 Groups
9 Configuring the FreeBSD Kernel
9.1 Synopsis
9.2 Why Build a Custom Kernel?
9.3 Building and Installing a Custom Kernel
9.4 The Configuration File
9.5 Making Device Nodes
9.6 If Something Goes Wrong
10 Security
10.1 Synopsis
10.2 Introduction
10.3 Securing FreeBSD
10.4 DES, MD5, and Crypt
10.5 One-time Passwords
10.6 KerberosIV
10.7 Kerberos5
10.8 Firewalls
10.9 OpenSSL
10.10 VPN over IPsec
10.11 OpenSSH
10.12 File System Access Control Lists
10.13 FreeBSD Security Advisories
11 Mandatory Access Control
11.1 Synopsis
11.2 Key Terms in this Chapter
11.3 Explanation of MAC
11.4 Understanding MAC Labels
11.5 Module Configuration
11.6 The MAC bsdextended Module
11.7 The MAC ifoff Module
11.8 The MAC portacl Module
11.9 MAC Policies with Labeling Features
11.10 The MAC partition Module
11.11 The MAC Multi-Level Security Module
11.12 The MAC Biba Module
11.13 The MAC LOMAC Module
11.14 Implementing a Secure Environment with MAC
11.15 Another Example: Using MAC to Constrain A Web Server
11.16 An Example of a MAC Sandbox
11.17 Troubleshooting the MAC Framework
12 Printing
12.1 Synopsis
12.2 Introduction
12.3 Basic Setup
12.4 Advanced Printer Setup
12.5 Using Printers
12.6 Alternatives to the Standard Spooler
12.7 Troubleshooting
13 Storage
13.1 Synopsis
13.2 Device Names
13.3 Adding Disks
13.4 RAID
13.5 Creating and Using Optical Media (CDs)
13.6 Creating and Using Optical Media (DVDs)
13.7 Creating and Using Floppy Disks
13.8 Creating and Using Data Tapes
13.9 Backups to Floppies
13.10 Backup Basics
13.11 Network, Memory, and File-Backed File Systems
13.12 File System Snapshots
13.13 File System Quotas
13.14 Encrypting Disk Partitions
14 The Vinum Volume Manager
14.1 Synopsis
14.2 Disks Are Too Small
14.3 Access Bottlenecks
14.4 Data Integrity
14.5 Vinum Objects
14.6 Some Examples
14.7 Object Naming
14.8 Configuring Vinum
14.9 Using Vinum for the Root Filesystem
15 Localization - I18N/L10N Usage and Setup
15.1 Synopsis
15.2 The Basics
15.3 Using Localization
15.4 Compiling I18N Programs
15.5 Localizing FreeBSD to Specific Languages
16 Desktop Applications
16.1 Synopsis
16.2 Browsers
16.3 Productivity
16.4 Document Viewers
16.5 Finance
16.6 Summary
17 Multimedia
17.1 Synopsis
17.2 Setting Up the Sound Card
17.3 MP3 Audio
17.4 Video Playback
17.5 Setting Up TV Cards
18 Serial Communications
18.1 Synopsis
18.2 Introduction
18.3 Terminals
18.4 Dial-in Service
18.5 Dial-out Service
18.6 Setting Up the Serial Console
19 PPP and SLIP
19.1 Synopsis
19.2 Using User PPP
19.3 Using Kernel PPP
19.4 Troubleshooting PPP Connections
19.5 Using PPP over Ethernet (PPPoE)
19.6 Using PPP over ATM (PPPoA)
19.7 Using SLIP
20 Advanced Networking
20.1 Synopsis
20.2 Gateways and Routes
20.3 Wireless Networking
20.4 Bluetooth
20.5 Bridging
20.6 NFS
20.7 Diskless Operation
20.8 ISDN
20.9 NIS/YP
20.10 DHCP
20.11 DNS
20.12 NTP
20.13 Network Address Translation
20.14 The inetd ``Super-Server''
20.15 Parallel Line IP (PLIP)
20.16 IPv6
20.17 ATM on FreeBSD 5.X
21 Electronic Mail
21.1 Synopsis
21.2 Using Electronic Mail
21.3 sendmail Configuration
21.4 Changing Your Mail Transfer Agent
21.5 Troubleshooting
21.6 Advanced Topics
21.7 SMTP with UUCP
21.8 Setting up to send only
21.9 Using Mail with a Dialup Connection
21.10 SMTP Authentication
21.11 Mail User Agents
21.12 Using fetchmail
21.13 Using procmail
22 The Cutting Edge
22.1 Synopsis
22.2 FreeBSD-CURRENT vs. FreeBSD-STABLE
22.3 Synchronizing Your Source
22.4 Using make world
22.5 Tracking for Multiple Machines
23 Linux Binary Compatibility
23.1 Synopsis
23.2 Installation
23.3 Installing Mathematica®
23.4 Installing Maple
23.5 Installing MATLAB®
23.6 Installing Oracle®
23.7 Installing SAP® R/3®
23.8 Advanced Topics
III. Appendices
A. Obtaining FreeBSD
A.1 CDROM and DVD Publishers
A.2 FTP Sites
A.3 Anonymous CVS
A.4 Using CTM
A.5 Using CVSup
A.6 CVS Tags
A.7 AFS Sites
A.8 rsync Sites
B. Bibliography
B.1 Books & Magazines Specific to FreeBSD
B.2 Users' Guides
B.3 Administrators' Guides
B.4 Programmers' Guides
B.5 Operating System Internals
B.6 Security Reference
B.7 Hardware Reference
B.8 UNIX History
B.9 Magazines and Journals
C. Resources on the Internet
C.1 Mailing Lists
C.2 Usenet Newsgroups
C.3 World Wide Web Servers
C.4 Email Addresses
C.5 Shell Accounts
D. PGP Keys
D.1 Officers
D.2 Core Team Members
D.3 Developers
Colophon
List of Tables
2-1. Sample Device Inventory
2-2. Partition Layout for First Disk
2-3. Partition Layout for Subsequent Disks
2-4. Possible Security Profiles
2-5. FreeBSD ISO Image Names and Meanings
3-1. Disk Device Codes
13-1. Physical Disk Naming Conventions
14-1. Vinum Plex Organizations
20-1. Wiring a Parallel Cable for Networking
20-2. Reserved IPv6 addresses
List of Figures
2-1. Kernel Configuration Menu
2-2. The Kernel Device Configuration Visual Interface
2-3. Expanded Driver List
2-4. Driver Configuration With No Conflicts
2-5. Sysinstall Main Menu
2-6. Typical Device Probe Results
2-7. Select Sysinstall Exit
2-8. Selecting Usage from Sysinstall Main Menu
2-9. Selecting Documentation Menu
2-10. Sysinstall Documentation Menu
2-11. Sysinstall Main Menu
2-12. Sysinstall Keymap Menu
2-13. Sysinstall Main Menu
2-14. Sysinstall Options
2-15. Begin Standard Installation
2-16. Select Drive for FDisk
2-17. Typical Fdisk Partitions before Editing
2-18. Fdisk Partition Using Entire Disk
2-19. Sysinstall Boot Manager Menu
2-20. Exit Select Drive
2-21. Sysinstall Disklabel Editor
2-22. Sysinstall Disklabel Editor with Auto Defaults
2-23. Free Space for Root Partition
2-24. Edit Root Partition Size
2-25. Choose the Root Partition Type
2-26. Choose the Root Mount Point
2-27. Sysinstall Disklabel Editor
2-28. Choose Distributions
2-29. Confirm Distributions
2-30. Choose Installation Media
2-31. Selecting an Ethernet Device
2-32. Set Network Configuration for ed0
2-33. Editing inetd.conf
2-34. Default Anonymous FTP Configuration
2-35. Edit the FTP Welcome Message
2-36. Editing exports
2-37. Security Profile Options
2-38. System Console Configuration Options
2-39. Screen Saver Options
2-40. Screen Saver Timeout
2-41. System Console Configuration Exit
2-42. Select Your Region
2-43. Select Your Country
2-44. Select Your Time Zone
2-45. Select Mouse Protocol Type
2-46. Set Mouse Protocol
2-47. Configure Mouse Port
2-48. Setting the Mouse Port
2-49. Enable the Mouse Daemon
2-50. Test the Mouse Daemon
2-51. Network Configuration Upper-level
2-52. Select a default MTA
2-53. Ntpdate Configuration
2-54. Network Configuration Lower-level
2-55. Select Configuration Method Menu
2-56. Select Default Desktop
2-57. Select Package Category
2-58. Select Packages
2-59. Install Packages
2-60. Confirm Package Installation
2-61. Select User
2-62. Add User Information
2-63. Exit User and Group Management
2-64. Exit Install
14-1. Concatenated Organization
14-2. Striped Organization
14-3. RAID-5 Organization
14-4. A Simple Vinum Volume
14-5. A Mirrored Vinum Volume
14-6. A Striped Vinum Volume
14-7. A Mirrored, Striped Vinum Volume
List of Examples
2-1. Using an Existing Partition Unchanged
2-2. Shrinking an Existing Partition
3-1. Sample Disk, Slice, and Partition Names
3-2. Conceptual Model of a Disk
4-1. Downloading a Package Manually and Installing It Locally
6-1. Creating a Swapfile on FreeBSD 4.X
6-2. Creating a Swapfile on FreeBSD 5.X
7-1. boot0 Screenshot
7-2. boot2 Screenshot
7-3. An Insecure Console in /etc/ttys
8-1. Configuring adduser and adding a user on FreeBSD 4.X
8-2. Adding a user on FreeBSD 5.X
8-3. rmuser Interactive Account Removal
8-4. Interactive chpass by Superuser
8-5. Interactive chpass by Normal User
8-6. Changing Your Password
8-7. Changing Another User's Password as the Superuser
8-8. Adding a Group Using pw(8)
8-9. Adding Somebody to a Group Using pw(8)
8-10. Using id(1) to Determine Group Membership
10-1. Using SSH to Create a Secure Tunnel for SMTP
13-1. Using dump over ssh
13-2. Using dump over ssh with RSH set
13-3. A Script for Creating a Bootable Floppy
13-4. Using vnconfig to Mount an Existing File System Image under FreeBSD 4.X
13-5. Creating a New File-Backed Disk with vnconfig
13-6. Using mdconfig to Mount an Existing File System Image under FreeBSD 5.X
13-7. Creating a New File-Backed Disk with mdconfig
13-8. Configure and Mount a File-Backed Disk with mdmfs
13-9. md Memory Disk under FreeBSD 4.X
13-10. Creating a New Memory-Based Disk with mdconfig
13-11. Creating a New Memory-Based Disk with mdmfs
18-1. Adding Terminal Entries to /etc/ttys
20-1. Mounting an Export with amd
20-2. Branch Office or Home Network
20-3. Head Office or Other LAN
20-4. Sending inetd a HangUP Signal
21-1. Configuring the sendmail Access Database
21-2. Mail Aliases
21-3. Example Virtual Domain Mail Map
A-1. Checking Out Something from -CURRENT (ls(1)) and Deleting It Again:
A-2. Checking Out the Version of ls(1) in the 3.X-STABLE Branch:
A-3. Creating a List of Changes (as Unified Diffs) to ls(1)
A-4. Finding Out What Other Module Names Can Be Used:

Preface

Intended Audience

The FreeBSD newcomer will find that the first section of this book guides the user through the FreeBSD installation process and gently introduces the concepts and conventions that underpin UNIX®. Working through this section requires little more than the desire to explore, and the ability to take on board new concepts as they are introduced.

Once you have travelled this far, the second, far larger, section of the Handbook is a comprehensive reference to all manner of topics of interest to FreeBSD system administrators. Some of these chapters may recommend that you do some prior reading, and this is noted in the synopsis at the beginning of each chapter.

For a list of additional sources of information, please see Appendix B.

Changes from the First Edition

This second edition is the culmination of over two years of work by the dedicated members of the FreeBSD Documentation Project. The following are the major changes in this new edition:

Organization of This Book

This book is split into three logically distinct sections. The first section, Getting Started, covers the installation and basic usage of FreeBSD. It is expected that the reader will follow these chapters in sequence, possibly skipping chapters covering familiar topics. The second section, System Administration, covers a broad collection of subjects that are of interest to more advanced FreeBSD users. Each section begins with a succinct synopsis that describes what the chapter covers and what the reader is expected to already know. This is meant to allow the casual reader to skip around to find chapters of interest. The third section contains appendices of reference information.

Chapter 1, Introduction

Introduces FreeBSD to a new user. It describes the history of the FreeBSD Project, its goals and development model.

Chapter 2, Installation

Walks a user through the entire installation process. Some advanced installation topics, such as installing through a serial console, are also covered.

Chapter 3, UNIX Basics

Covers the basic commands and functionality of the FreeBSD operating system. If you are familiar with Linux or another flavor of UNIX then you can probably skip this chapter.

Chapter 4, Installing Applications

Covers the installation of third-party software with both FreeBSD's innovative ``Ports Collection'' and standard binary packages.

Chapter 5, The X Window System

Describes the X Window System in general and using XFree86 on FreeBSD in particular. Also describes common desktop environments such as KDE and GNOME.

Chapter 6, Configuration and Tuning

Describes the parameters available for system administrators to tune a FreeBSD system for optimum performance. Also describes the various configuration files used in FreeBSD and where to find them.

Chapter 7, Booting Process

Describes the FreeBSD boot process and explains how to control this process with configuration options.

Chapter 8, Users and Basic Account Management

Describes the creation and manipulation of user accounts. Also discusses resource limitations that can be set on users and other account management tasks.

Chapter 9, Configuring the FreeBSD Kernel

Explains why you might need to configure a new kernel and provides detailed instructions for configuring, building, and installing a custom kernel.

Chapter 10, Security

Describes many different tools available to help keep your FreeBSD system secure, including Kerberos, IPsec, OpenSSH, and network firewalls.

Chapter 12, Printing

Describes managing printers on FreeBSD, including information about banner pages, printer accounting, and initial setup.

Chapter 13, Storage

Describes how to manage storage media and filesystems with FreeBSD. This includes physical disks, RAID arrays, optical and tape media, memory-backed disks, and network filesystems.

Chapter 14, Vinum

Describes how to use Vinum, a logical volume manager which provides device-independent logical disks, and software RAID-0, RAID-1 and RAID-5.

Chapter 15, Localization

Describes how to use FreeBSD in languages other than English. Covers both system and application level localization.

Chapter 16, Desktop Applications

Lists some common desktop applications, such as web browsers and productivity suites, and describes how to install them on FreeBSD.

Chapter 17, Multimedia

Shows how to set up sound and video playback support for your system. Also describes some sample audio and video applications.

Chapter 18, Serial Communications

Explains how to connect terminals and modems to your FreeBSD system for both dial in and dial out connections.

Chapter 19, PPP and SLIP

Describes how to use PPP, SLIP, or PPP over Ethernet to connect to remote systems with FreeBSD.

Chapter 20, Advanced Networking

Describes many networking topics, including sharing an Internet connection with other computers on your LAN, using network filesystems, sharing account information via NIS, setting up a name server, and much more.

Chapter 21, Electronic Mail

Explains the different components of an email server and dives into simple configuration topics for the most popular mail server software: sendmail.

Chapter 22, The Cutting Edge

Explains the differences between FreeBSD-STABLE, FreeBSD-CURRENT, and FreeBSD releases. Describes which users would benefit from tracking a development system and outlines that process.

Chapter 23, Linux Binary Compatibility

Describes the Linux compatibility features of FreeBSD. Also provides detailed installation instructions for many popular Linux applications such as Oracle, SAP R/3, and Mathematica®.

Appendix A, Obtaining FreeBSD

Lists different sources for obtaining FreeBSD media on CDROM or DVD as well as different sites on the Internet that allow you to download and install FreeBSD.

Appendix B, Bibliography

This book touches on many different subjects that may leave you hungry for a more detailed explanation. The bibliography lists many excellent books that are referenced in the text.

Appendix C, Resources on the Internet

Describes the many forums available for FreeBSD users to post questions and engage in technical conversations about FreeBSD.

Appendix D, PGP Keys

Lists the PGP fingerprints of several FreeBSD Developers.

Conventions used in this book

To provide a consistent and easy to read text, several conventions are followed throughout the book.

Typographic Conventions

Italic

An italic font is used for filenames, URLs, emphasized text, and the first usage of technical terms.

Monospace

A monospaced font is used for error messages, commands, environment variables, names of ports, hostnames, user names, group names, device names, variables, and code fragments.

Bold

A bold font is used for applications, commands, and keys.

User Input

Keys are shown in bold to stand out from other text. Key combinations that are meant to be typed simultaneously are shown with `+' between the keys, such as:

Ctrl+Alt+Del

Meaning the user should type the Ctrl, Alt,and Del keys at the same time.

Keys that are meant to be typed in sequence will be separated with commas, for example:

Ctrl+X, Ctrl+S

Would mean that the user is expected to type the Ctrl and X keys simultaneously and then to type the Ctrl and S keys simultaneously.

Examples

Examples starting with E:\> indicate a MS-DOS® command. Unless otherwise noted, these commands may be executed from a ``Command Prompt'' window in a modern Microsoft® Windows® environment.

E:\> tools\fdimage floppies\kern.flp A:

Examples starting with # indicate a command that must be invoked as the superuser in FreeBSD. You can login as root to type the command, or login as your normal account and use su(1) to gain superuser privileges.

# dd if=kern.flp of=/dev/fd0

Examples starting with % indicate a command that should be invoked from a normal user account. Unless otherwise noted, C-shell syntax is used for setting environment variables and other shell commands.

% top

Acknowledgments

The book you are holding represents the efforts of many hundreds of people around the world. Whether they sent in fixes for typos, or submitted complete chapters, all the contributions have been useful.

Several companies have supported the development of this document by paying authors to work on it full-time, paying for publication, etc. In particular, BSDi (subsequently acquired by Wind River Systems) paid members of the FreeBSD Documentation Project to work on improving this book full time leading up to the publication of the first printed edition in March 2000 (ISBN 1-57176-241-8). Wind River Systems then paid several additional authors to make a number of improvements to the print-output infrastructure and to add additional chapters to the text. This work culminated in the publication of the second printed edition in November 2001 (ISBN 1-57176-303-1).

I. Getting Started

This part of the FreeBSD Handbook is for users and administrators who are new to FreeBSD. These chapters:

  • Introduce you to FreeBSD.

  • Guide you through the installation process.

  • Teach you UNIX basics and fundamentals.

  • Show you how to install the wealth of third party applications available for FreeBSD.

  • Introduce you to X, the UNIX windowing system, and detail how to configure a desktop environment that makes you more productive.

We have tried to keep the number of forward references in the text to a minimum so that you can read this section of the Handbook from front to back with the minimum page flipping required.


Chapter 1 Introduction

Restructured, reorganized, and parts rewritten by Jim Mock.

1.1 Synopsis

Thank you for your interest in FreeBSD! The following chapter covers various aspects of the FreeBSD Project, such as its history, goals, development model, and so on.

After reading this chapter, you will know:

  • How FreeBSD relates to other computer operating systems.

  • The history of the FreeBSD Project.

  • The goals of the FreeBSD Project.

  • The basics of the FreeBSD open-source development model.

  • And of course: where the name ``FreeBSD'' comes from.


1.2 Welcome to FreeBSD!

FreeBSD is a 4.4BSD-Lite based operating system for Intel (x86 and Itanium®), AMD64, Alpha™, Sun UltraSPARC® computers. Ports to other architectures are also underway. You can also read about the history of FreeBSD, or the current release. If you are interested in contributing something to the Project (code, hardware, unmarked bills), see the Contributing to FreeBSD article.


1.2.1 What Can FreeBSD Do?

FreeBSD has many noteworthy features. Some of these are:

  • Preemptive multitasking with dynamic priority adjustment to ensure smooth and fair sharing of the computer between applications and users, even under the heaviest of loads.

  • Multi-user facilities which allow many people to use a FreeBSD system simultaneously for a variety of things. This means, for example, that system peripherals such as printers and tape drives are properly shared between all users on the system or the network and that individual resource limits can be placed on users or groups of users, protecting critical system resources from over-use.

  • Strong TCP/IP networking with support for industry standards such as SLIP, PPP, NFS, DHCP, and NIS. This means that your FreeBSD machine can interoperate easily with other systems as well as act as an enterprise server, providing vital functions such as NFS (remote file access) and email services or putting your organization on the Internet with WWW, FTP, routing and firewall (security) services.

  • Memory protection ensures that applications (or users) cannot interfere with each other. One application crashing will not affect others in any way.

  • FreeBSD is a 32-bit operating system (64-bit on the Alpha, Itanium, AMD64, and UltraSPARC) and was designed as such from the ground up.

  • The industry standard X Window System (X11R6) provides a graphical user interface (GUI) for the cost of a common VGA card and monitor and comes with full sources.

  • Binary compatibility with many programs built for Linux, SCO, SVR4, BSDI and NetBSD.

  • Thousands of ready-to-run applications are available from the FreeBSD ports and packages collection. Why search the net when you can find it all right here?

  • Thousands of additional and easy-to-port applications are available on the Internet. FreeBSD is source code compatible with most popular commercial UNIX systems and thus most applications require few, if any, changes to compile.

  • Demand paged virtual memory and ``merged VM/buffer cache'' design efficiently satisfies applications with large appetites for memory while still maintaining interactive response to other users.

  • SMP support for machines with multiple CPUs.

  • A full complement of C, C++, Fortran, and Perl development tools. Many additional languages for advanced research and development are also available in the ports and packages collection.

  • Source code for the entire system means you have the greatest degree of control over your environment. Why be locked into a proprietary solution at the mercy of your vendor when you can have a truly open system?

  • Extensive online documentation.

  • And many more!

FreeBSD is based on the 4.4BSD-Lite release from Computer Systems Research Group (CSRG) at the University of California at Berkeley, and carries on the distinguished tradition of BSD systems development. In addition to the fine work provided by CSRG, the FreeBSD Project has put in many thousands of hours in fine tuning the system for maximum performance and reliability in real-life load situations. As many of the commercial giants struggle to field PC operating systems with such features, performance and reliability, FreeBSD can offer them now!

The applications to which FreeBSD can be put are truly limited only by your own imagination. From software development to factory automation, inventory control to azimuth correction of remote satellite antennae; if it can be done with a commercial UNIX product then it is more than likely that you can do it with FreeBSD too! FreeBSD also benefits significantly from literally thousands of high quality applications developed by research centers and universities around the world, often available at little to no cost. Commercial applications are also available and appearing in greater numbers every day.

Because the source code for FreeBSD itself is generally available, the system can also be customized to an almost unheard of degree for special applications or projects, and in ways not generally possible with operating systems from most major commercial vendors. Here is just a sampling of some of the applications in which people are currently using FreeBSD:

  • Internet Services: The robust TCP/IP networking built into FreeBSD makes it an ideal platform for a variety of Internet services such as:

    • FTP servers

    • World Wide Web servers (standard or secure [SSL])

    • Firewalls and NAT (``IP masquerading'') gateways

    • Electronic Mail servers

    • USENET News or Bulletin Board Systems

    • And more...

    With FreeBSD, you can easily start out small with an inexpensive 386 class PC and upgrade all the way up to a quad-processor Xeon with RAID storage as your enterprise grows.

  • Education: Are you a student of computer science or a related engineering field? There is no better way of learning about operating systems, computer architecture and networking than the hands on, under the hood experience that FreeBSD can provide. A number of freely available CAD, mathematical and graphic design packages also make it highly useful to those whose primary interest in a computer is to get other work done!

  • Research: With source code for the entire system available, FreeBSD is an excellent platform for research in operating systems as well as other branches of computer science. FreeBSD's freely available nature also makes it possible for remote groups to collaborate on ideas or shared development without having to worry about special licensing agreements or limitations on what may be discussed in open forums.

  • Networking: Need a new router? A name server (DNS)? A firewall to keep people out of your internal network? FreeBSD can easily turn that unused 386 or 486 PC sitting in the corner into an advanced router with sophisticated packet-filtering capabilities.

  • X Window workstation: FreeBSD is a fine choice for an inexpensive X terminal solution, either using the freely available XFree86 server or one of the excellent commercial servers provided by Xi Graphics. Unlike an X terminal, FreeBSD allows many applications to be run locally if desired, thus relieving the burden on a central server. FreeBSD can even boot ``diskless'', making individual workstations even cheaper and easier to administer.

  • Software Development: The basic FreeBSD system comes with a full complement of development tools including the renowned GNU C/C++ compiler and debugger.

FreeBSD is available in both source and binary form on CDROM, DVD, and via anonymous FTP. Please see Appendix A for more information about obtaining FreeBSD.


1.2.2 Who Uses FreeBSD?

FreeBSD is used to power some of the biggest sites on the Internet, including:

and many more.


1.3 About the FreeBSD Project

The following section provides some background information on the project, including a brief history, project goals, and the development model of the project.


1.3.1 A Brief History of FreeBSD

Contributed by Jordan Hubbard.

The FreeBSD project had its genesis in the early part of 1993, partially as an outgrowth of the ``Unofficial 386BSD Patchkit'' by the patchkit's last 3 coordinators: Nate Williams, Rod Grimes and myself.

Our original goal was to produce an intermediate snapshot of 386BSD in order to fix a number of problems with it that the patchkit mechanism just was not capable of solving. Some of you may remember the early working title for the project being ``386BSD 0.5'' or ``386BSD Interim'' in reference to that fact.

386BSD was Bill Jolitz's operating system, which had been up to that point suffering rather severely from almost a year's worth of neglect. As the patchkit swelled ever more uncomfortably with each passing day, we were in unanimous agreement that something had to be done and decided to assist Bill by providing this interim ``cleanup'' snapshot. Those plans came to a rude halt when Bill Jolitz suddenly decided to withdraw his sanction from the project without any clear indication of what would be done instead.

It did not take us long to decide that the goal remained worthwhile, even without Bill's support, and so we adopted the name ``FreeBSD'', coined by David Greenman. Our initial objectives were set after consulting with the system's current users and, once it became clear that the project was on the road to perhaps even becoming a reality, I contacted Walnut Creek CDROM with an eye toward improving FreeBSD's distribution channels for those many unfortunates without easy access to the Internet. Walnut Creek CDROM not only supported the idea of distributing FreeBSD on CD but also went so far as to provide the project with a machine to work on and a fast Internet connection. Without Walnut Creek CDROM's almost unprecedented degree of faith in what was, at the time, a completely unknown project, it is quite unlikely that FreeBSD would have gotten as far, as fast, as it has today.

The first CDROM (and general net-wide) distribution was FreeBSD 1.0, released in December of 1993. This was based on the 4.3BSD-Lite (``Net/2'') tape from U.C. Berkeley, with many components also provided by 386BSD and the Free Software Foundation. It was a fairly reasonable success for a first offering, and we followed it with the highly successful FreeBSD 1.1 release in May of 1994.

Around this time, some rather unexpected storm clouds formed on the horizon as Novell and U.C. Berkeley settled their long-running lawsuit over the legal status of the Berkeley Net/2 tape. A condition of that settlement was U.C. Berkeley's concession that large parts of Net/2 were ``encumbered'' code and the property of Novell, who had in turn acquired it from AT&T some time previously. What Berkeley got in return was Novell's ``blessing'' that the 4.4BSD-Lite release, when it was finally released, would be declared unencumbered and all existing Net/2 users would be strongly encouraged to switch. This included FreeBSD, and the project was given until the end of July 1994 to stop shipping its own Net/2 based product. Under the terms of that agreement, the project was allowed one last release before the deadline, that release being FreeBSD 1.1.5.1.

FreeBSD then set about the arduous task of literally re-inventing itself from a completely new and rather incomplete set of 4.4BSD-Lite bits. The ``Lite'' releases were light in part because Berkeley's CSRG had removed large chunks of code required for actually constructing a bootable running system (due to various legal requirements) and the fact that the Intel port of 4.4 was highly incomplete. It took the project until November of 1994 to make this transition, at which point it released FreeBSD 2.0 to the net and on CDROM (in late December). Despite being still more than a little rough around the edges, the release was a significant success and was followed by the more robust and easier to install FreeBSD 2.0.5 release in June of 1995.

We released FreeBSD 2.1.5 in August of 1996, and it appeared to be popular enough among the ISP and commercial communities that another release along the 2.1-STABLE branch was merited. This was FreeBSD 2.1.7.1, released in February 1997 and capping the end of mainstream development on 2.1-STABLE. Now in maintenance mode, only security enhancements and other critical bug fixes will be done on this branch (RELENG_2_1_0).

FreeBSD 2.2 was branched from the development mainline (``-CURRENT'') in November 1996 as the RELENG_2_2 branch, and the first full release (2.2.1) was released in April 1997. Further releases along the 2.2 branch were done in the summer and fall of '97, the last of which (2.2.8) appeared in November 1998. The first official 3.0 release appeared in October 1998 and spelled the beginning of the end for the 2.2 branch.

The tree branched again on Jan 20, 1999, leading to the 4.0-CURRENT and 3.X-STABLE branches. From 3.X-STABLE, 3.1 was released on February 15, 1999, 3.2 on May 15, 1999, 3.3 on September 16, 1999, 3.4 on December 20, 1999, and 3.5 on June 24, 2000, which was followed a few days later by a minor point release update to 3.5.1, to incorporate some last-minute security fixes to Kerberos. This will be the final release in the 3.X branch.

There was another branch on March 13, 2000, which saw the emergence of the 4.X-STABLE branch, now considered to be the ``current -stable branch''. There have been several releases from it so far: 4.0-RELEASE was introduced in March 2000, and the most recent 4.10-RELEASE came out in May 2004. There will be additional releases along the 4.X-stable (RELENG_4) branch well into 2003.

The long-awaited 5.0-RELEASE was announced on January 19, 2003. The culmination of nearly three years of work, this release started FreeBSD on the path of advanced multiprocessor and application thread support and introduced support for the UltraSPARC and ia64 platforms. This release was followed by 5.1 in June of 2003. Besides a number of new features, the 5.X releases also contain a number of major developments in the underlying system architecture. Along with these advances, however, comes a system that incorporates a tremendous amount of new and not-widely-tested code. For this reason, the 5.X releases are considered ``New Technology'' releases, while the 4.X series function as ``Production'' releases. In time, 5.X will be declared stable and work will commence on the next development branch, 6.0-CURRENT.

For now, long-term development projects continue to take place in the 5.X-CURRENT (trunk) branch, and SNAPshot releases of 5.X on CDROM (and, of course, on the net) are continually made available from the snapshot server as work progresses.


1.3.2 FreeBSD Project Goals

Contributed by Jordan Hubbard.

The goals of the FreeBSD Project are to provide software that may be used for any purpose and without strings attached. Many of us have a significant investment in the code (and project) and would certainly not mind a little financial compensation now and then, but we are definitely not prepared to insist on it. We believe that our first and foremost ``mission'' is to provide code to any and all comers, and for whatever purpose, so that the code gets the widest possible use and provides the widest possible benefit. This is, I believe, one of the most fundamental goals of Free Software and one that we enthusiastically support.

That code in our source tree which falls under the GNU General Public License (GPL) or Library General Public License (LGPL) comes with slightly more strings attached, though at least on the side of enforced access rather than the usual opposite. Due to the additional complexities that can evolve in the commercial use of GPL software we do, however, prefer software submitted under the more relaxed BSD copyright when it is a reasonable option to do so.


1.3.3 The FreeBSD Development Model

Contributed by Satoshi Asami.

The development of FreeBSD is a very open and flexible process, being literally built from the contributions of hundreds of people around the world, as can be seen from our list of contributors. FreeBSD's development infrastructure allow these hundreds of developers to collaborate over the Internet. We are constantly on the lookout for new developers and ideas, and those interested in becoming more closely involved with the project need simply contact us at the FreeBSD technical discussions mailing list. The FreeBSD announcements mailing list is also available to those wishing to make other FreeBSD users aware of major areas of work.

Useful things to know about the FreeBSD project and its development process, whether working independently or in close cooperation:

The CVS repository

The central source tree for FreeBSD is maintained by CVS (Concurrent Versions System), a freely available source code control tool that comes bundled with FreeBSD. The primary CVS repository resides on a machine in Santa Clara CA, USA from where it is replicated to numerous mirror machines throughout the world. The CVS tree, which contains the -CURRENT and -STABLE trees, can all be easily replicated to your own machine as well. Please refer to the Synchronizing your source tree section for more information on doing this.

The committers list

The committers are the people who have write access to the CVS tree, and are authorized to make modifications to the FreeBSD source (the term ``committer'' comes from the cvs(1) commit command, which is used to bring new changes into the CVS repository). The best way of making submissions for review by the committers list is to use the send-pr(1) command. If something appears to be jammed in the system, then you may also reach them by sending mail to the FreeBSD committer's mailing list.

The FreeBSD core team

The FreeBSD core team would be equivalent to the board of directors if the FreeBSD Project were a company. The primary task of the core team is to make sure the project, as a whole, is in good shape and is heading in the right directions. Inviting dedicated and responsible developers to join our group of committers is one of the functions of the core team, as is the recruitment of new core team members as others move on. The current core team was elected from a pool of committer candidates in June 2002. Elections are held every 2 years.

Some core team members also have specific areas of responsibility, meaning that they are committed to ensuring that some large portion of the system works as advertised. For a complete list of FreeBSD developers and their areas of responsibility, please see the Contributors List

Note: Most members of the core team are volunteers when it comes to FreeBSD development and do not benefit from the project financially, so ``commitment'' should also not be misconstrued as meaning ``guaranteed support.'' The ``board of directors'' analogy above is not very accurate, and it may be more suitable to say that these are the people who gave up their lives in favor of FreeBSD against their better judgment!

Outside contributors

Last, but definitely not least, the largest group of developers are the users themselves who provide feedback and bug fixes to us on an almost constant basis. The primary way of keeping in touch with FreeBSD's more non-centralized development is to subscribe to the FreeBSD technical discussions mailing list where such things are discussed. See Appendix C for more information about the various FreeBSD mailing lists.

The FreeBSD Contributors List is a long and growing one, so why not join it by contributing something back to FreeBSD today?

Providing code is not the only way of contributing to the project; for a more complete list of things that need doing, please refer to the FreeBSD Project web site.

In summary, our development model is organized as a loose set of concentric circles. The centralized model is designed for the convenience of the users of FreeBSD, who are provided with an easy way of tracking one central code base, not to keep potential contributors out! Our desire is to present a stable operating system with a large set of coherent application programs that the users can easily install and use -- this model works very well in accomplishing that.

All we ask of those who would join us as FreeBSD developers is some of the same dedication its current people have to its continued success!


1.3.4 The Current FreeBSD Release

FreeBSD is a freely available, full source 4.4BSD-Lite based release for Intel i386™, i486™, Pentium®, Pentium Pro, Celeron®, Pentium II, Pentium III, Pentium 4 (or compatible), Xeon™, DEC Alpha and Sun UltraSPARC based computer systems. It is based primarily on software from U.C. Berkeley's CSRG group, with some enhancements from NetBSD, OpenBSD, 386BSD, and the Free Software Foundation.

Since our release of FreeBSD 2.0 in late 94, the performance, feature set, and stability of FreeBSD has improved dramatically. The largest change is a revamped virtual memory system with a merged VM/file buffer cache that not only increases performance, but also reduces FreeBSD's memory footprint, making a 5 MB configuration a more acceptable minimum. Other enhancements include full NIS client and server support, transaction TCP support, dial-on-demand PPP, integrated DHCP support, an improved SCSI subsystem, ISDN support, support for ATM, FDDI, Fast and Gigabit Ethernet (1000 Mbit) adapters, improved support for the latest Adaptec controllers, and many thousands of bug fixes.

In addition to the base distributions, FreeBSD offers a ported software collection with thousands of commonly sought-after programs. At the time of this printing, there were over 10,500 ports! The list of ports ranges from http (WWW) servers, to games, languages, editors, and almost everything in between. The entire ports collection requires approximately 300 MB of storage, all ports being expressed as ``deltas'' to their original sources. This makes it much easier for us to update ports, and greatly reduces the disk space demands made by the older 1.0 ports collection. To compile a port, you simply change to the directory of the program you wish to install, type make install, and let the system do the rest. The full original distribution for each port you build is retrieved dynamically off the CDROM or a local FTP site, so you need only enough disk space to build the ports you want. Almost every port is also provided as a pre-compiled ``package'', which can be installed with a simple command (pkg_add) by those who do not wish to compile their own ports from source. More information on packages and ports can be found in Chapter 4.

A number of additional documents which you may find very helpful in the process of installing and using FreeBSD may now also be found in the /usr/share/doc directory on any recent FreeBSD machine. You may view the locally installed manuals with any HTML capable browser using the following URLs:

You can also view the master (and most frequently updated) copies at http://www.FreeBSD.org/.


Chapter 2 Installing FreeBSD

Restructured, reorganized, and parts rewritten by Jim Mock. The sysinstall walkthrough, screenshots, and general copy by Randy Pratt.

2.1 Synopsis

FreeBSD is provided with a text-based, easy to use installation program called sysinstall. This is the default installation program for FreeBSD, although vendors are free to provide their own installation suite if they wish. This chapter describes how to use sysinstall to install FreeBSD.

After reading this chapter, you will know:

  • How to create the FreeBSD installation disks.

  • How FreeBSD refers to, and subdivides, your hard disks.

  • How to start sysinstall.

  • The questions sysinstall will ask you, what they mean, and how to answer them.

Before reading this chapter, you should:

  • Read the supported hardware list that shipped with the version of FreeBSD you are installing, and verify that your hardware is supported.

Note: In general, these installation instructions are written for i386 (``PC compatible'') architecture computers. Where applicable, instructions specific to other platforms (for example, Alpha) will be listed. Although this guide is kept as up to date as possible, you may find minor differences between the installer and what is shown here. It is suggested that you use this chapter as a general guide rather than a literal installation manual.


2.2 Pre-installation Tasks

2.2.1 Inventory Your Computer

Before installing FreeBSD you should attempt to inventory the components in your computer. The FreeBSD installation routines will show you the components (hard disks, network cards, CDROM drives, and so forth) with their model number and manufacturer. FreeBSD will also attempt to determine the correct configuration for these devices, which includes information about IRQ and IO port usage. Due to the vagaries of PC hardware this process is not always completely successful, and you may need to correct FreeBSD's determination of your configuration.

If you already have another operating system installed, such as Windows or Linux, it is a good idea to use the facilities provided by those operating systems to see how your hardware is already configured. If you are not sure what settings an expansion card is using, you may find it printed on the card itself. Popular IRQ numbers are 3, 5, and 7, and IO port addresses are normally written as hexadecimal numbers, such as 0x330.

We recommend you print or write down this information before installing FreeBSD. It may help to use a table, like this:

Table 2-1. Sample Device Inventory

Device Name IRQ IO port(s) Notes
First hard disk N/A N/A 40 GB, made by Seagate, first IDE master
CDROM N/A N/A First IDE slave
Second hard disk N/A N/A 20 GB, made by IBM, second IDE master
First IDE controller 14 0x1f0  
Network card N/A N/A Intel® 10/100
Modem N/A N/A 3Com® 56K faxmodem, on COM1
...      

2.2.2 Backup Your Data

If the computer you will be installing FreeBSD on contains valuable data, then ensure you have it backed up, and that you have tested the backups before installing FreeBSD. The FreeBSD installation routine will prompt you before writing any data to your disk, but once that process has started it cannot be undone.


2.2.3 Decide Where to Install FreeBSD

If you want FreeBSD to use your entire hard disk, then there is nothing more to concern yourself with at this point -- you can skip this section.

However, if you need FreeBSD to co-exist with other operating systems then you need to have a rough understanding of how data is laid out on the disk, and how this affects you.


2.2.3.1 Disk Layouts for the i386

A PC disk can be divided into discrete chunks. These chunks are called partitions. By design, the PC only supports four partitions per disk. These partitions are called primary partitions. To work around this limitation and allow more than four partitions, a new partition type was created, the extended partition. A disk may contain only one extended partition. Special partitions, called logical partitions, can be created inside this extended partition.

Each partition has a partition ID, which is a number used to identify the type of data on the partition. FreeBSD partitions have the partition ID of 165.

In general, each operating system that you use will identify partitions in a particular way. For example, DOS, and its descendants, like Windows, assign each primary and logical partition a drive letter, starting with C:.

FreeBSD must be installed into a primary partition. FreeBSD can keep all its data, including any files that you create, on this one partition. However, if you have multiple disks, then you can create a FreeBSD partition on all, or some, of them. When you install FreeBSD, you must have one partition available. This might be a blank partition that you have prepared, or it might be an existing partition that contains data that you no longer care about.

If you are already using all the partitions on all your disks, then you will have to free one of them for FreeBSD using the tools provided by the other operating systems you use (e.g., fdisk on DOS or Windows).

If you have a spare partition then you can use that. However, you may need to shrink one or more of your existing partitions first.

A minimal installation of FreeBSD takes as little as 100 MB of disk space. However, that is a very minimal install, leaving almost no space for your own files. A more realistic minimum is 250 MB without a graphical environment, and 350 MB or more if you want a graphical user interface. If you intend to install a lot of third party software as well, then you will need more space.

You can use a commercial tool such as PartitionMagic® to resize your partitions to make space for FreeBSD. The tools directory on the CDROM contains two free software tools which can carry out this task, namely FIPS and PResizer. Documentation for both of these is available in the same directory. FIPS, PResizer, and PartitionMagic can resize FAT16 and FAT32 partitions -- used in MS-DOS through Windows ME. PartitionMagic is the only known application that can resize NTFS.

Warning: Incorrect use of these tools can delete the data on your disk. Be sure that you have recent, working backups before using them.

Example 2-1. Using an Existing Partition Unchanged

Suppose that you have a computer with a single 4 GB disk that already has a version of Windows installed, and you have split the disk into two drive letters, C: and D:, each of which is 2 GB in size. You have 1 GB of data on C:, and 0.5 GB of data on D:.

This means that your disk has two partitions on it, one per drive letter. You can copy all your existing data from D: to C:, which will free up the second partition, ready for FreeBSD.

Example 2-2. Shrinking an Existing Partition

Suppose that you have a computer with a single 4 GB disk that already has a version of Windows installed. When you installed Windows you created one large partition, giving you a C: drive that is 4 GB in size. You are currently using 1.5 GB of space, and want FreeBSD to have 2 GB of space.

In order to install FreeBSD you will need to either:

  1. Backup your Windows data, and then reinstall Windows, asking for a 2 GB partition at install time.

  2. Use one of the tools such as PartitionMagic, described above, to shrink your Windows partition.


2.2.3.2 Disk Layouts for the Alpha

You will need a dedicated disk for FreeBSD on the Alpha. It is not possible to share a disk with another operating system at this time. Depending on the specific Alpha machine you have, this disk can either be a SCSI disk or an IDE disk, as long as your machine is capable of booting from it.

Following the conventions of the Digital / Compaq manuals all SRM input is shown in uppercase. SRM is case insensitive.

To find the names and types of disks in your machine, use the SHOW DEVICE command from the SRM console prompt:

>>>SHOW DEVICE
dka0.0.0.4.0               DKA0           TOSHIBA CD-ROM XM-57  3476
dkc0.0.0.1009.0            DKC0                       RZ1BB-BS  0658
dkc100.1.0.1009.0          DKC100             SEAGATE ST34501W  0015
dva0.0.0.0.1               DVA0
ewa0.0.0.3.0               EWA0              00-00-F8-75-6D-01
pkc0.7.0.1009.0            PKC0                  SCSI Bus ID 7  5.27
pqa0.0.0.4.0               PQA0                       PCI EIDE
pqb0.0.1.4.0               PQB0                       PCI EIDE

This example is from a Digital Personal Workstation 433au and shows three disks attached to the machine. The first is a CDROM drive called DKA0 and the other two are disks and are called DKC0 and DKC100 respectively.

Disks with names of the form DKx are SCSI disks. For example DKA100 refers to a SCSI disk with SCSI target ID 1 on the first SCSI bus (A), whereas DKC300 refers to a SCSI disk with SCSI ID 3 on the third SCSI bus (C). Devicename PKx refers to the SCSI host bus adapter. As seen in the SHOW DEVICE output SCSI CDROM drives are treated as any other SCSI hard disk drive.

IDE disks have names similar to DQx, while PQx is the associated IDE controller.


2.2.4 Collect Your Network Configuration Details

If you intend to connect to a network as part of your FreeBSD installation (for example, if you will be installing from an FTP site or an NFS server), then you need to know your network configuration. You will be prompted for this information during the installation so that FreeBSD can connect to the network to complete the install.


2.2.4.1 Connecting to an Ethernet Network or Cable/DSL Modem

If you connect to an Ethernet network, or you have an Internet connection using an Ethernet adapter via cable or DSL, then you will need the following information:

  1. IP address

  2. IP address of the default gateway

  3. Hostname

  4. DNS server IP addresses

  5. Subnet Mask

If you do not know this information, then ask your system administrator or service provider. They may say that this information is assigned automatically, using DHCP. If so, make a note of this.


2.2.4.2 Connecting Using a Modem

If you dial up to an ISP using a regular modem then you can still install FreeBSD over the Internet, it will just take a very long time.

You will need to know:

  1. The phone number to dial for your ISP

  2. The COM: port your modem is connected to

  3. The username and password for your ISP account


2.2.5 Check for FreeBSD Errata

Although the FreeBSD project strives to ensure that each release of FreeBSD is as stable as possible, bugs do occasionally creep into the process. On very rare occasions those bugs affect the installation process. As these problems are discovered and fixed, they are noted in the FreeBSD Errata, which is found on the FreeBSD web site. You should check the errata before installing to make sure that there are no late-breaking problems which you should be aware of.

Information about all the releases, including the errata for each release, can be found on the release information section of the FreeBSD web site.


2.2.6 Obtain the FreeBSD Installation Files

The FreeBSD installation process can install FreeBSD from files located in the any of the following places:

Local Media

  • A CDROM or DVD

  • A DOS partition on the same computer

  • A SCSI or QIC tape

  • Floppy disks

Network

  • An FTP site, going through a firewall, or using an HTTP proxy, as necessary

  • An NFS server

  • A dedicated parallel or serial connection

If you have purchased FreeBSD on CD or DVD then you already have everything you need, and should proceed to the next section (Section 2.2.7).

If you have not obtained the FreeBSD installation files you should skip ahead to Section 2.13 which explains how to prepare to install FreeBSD from any of the above. After reading that section, you should come back here, and read on to Section 2.2.7.


2.2.7 Prepare the Boot Media

The FreeBSD installation process is started by booting your computer into the FreeBSD installer--it is not a program you run within another operating system. Your computer normally boots using the operating system installed on your hard disk, but it can also be configured to use a ``bootable'' floppy disk. Most modern computers can also boot from a CDROM in the CDROM drive.

Tip: If you have FreeBSD on CDROM or DVD (either one you purchased or you prepared yourself), and your computer allows you to boot from the CDROM or DVD (typically a BIOS option called ``Boot Order'' or similar), then you can skip this section. The FreeBSD CDROM and DVD images are bootable and can be used to install FreeBSD without any other special preparation.

To create boot floppy images, follow these steps:

  1. Acquire the Boot Floppy Images

    The boot disks are available on your installation media in the floppies/ directory, and can also be downloaded from the floppies directory, ftp://ftp.FreeBSD.org/pub/FreeBSD/releases/<arch>/<version>-RELEASE/floppies/. Replace <arch> and <version> with the architecture and the version number which you want to install, respectively. For example, the boot floppy images for FreeBSD 5.2.1-RELEASE for i386 are available from ftp://ftp.FreeBSD.org/pub/FreeBSD/releases/i386/5.2.1-RELEASE/floppies/.

    The floppy images have a .flp extension. The floppies/ directory contains a number of different images, and the ones you will need to use depends on the version of FreeBSD you are installing, and in some cases, the hardware you are installing to. In most cases you will just need two files, kern.flp and mfsroot.flp. Additional device drivers may be necessary for some systems. These drivers are provided on the drivers.flp image. Check README.TXT in the same directory for the most up to date information about these floppy images.

    Important: Your FTP program must use binary mode to download these disk images. Some web browsers have been known to use text (or ASCII) mode, which will be apparent if you cannot boot from the disks.

  2. Prepare the Floppy Disks

    You must prepare one floppy disk per image file you had to download. It is imperative that these disks are free from defects. The easiest way to test this is to format the disks for yourself. Do not trust pre-formatted floppies. The format utility in Windows will not tell about the presence of bad blocks, it simply marks them as ``bad'' and ignores them. It is advised that you use brand new floppies if choosing this installation route.

    Important: If you try to install FreeBSD and the installation program crashes, freezes, or otherwise misbehaves, one of the first things to suspect is the floppies. Try writing the floppy image files to new disks and try again.

  3. Write the Image Files to the Floppy Disks

    The .flp files are not regular files you copy to the disk. They are images of the complete contents of the disk. This means that you cannot simply copy files from one disk to another. Instead, you must use specific tools to write the images directly to the disk.

    If you are creating the floppies on a computer running MS-DOS/Windows, then we provide a tool to do this called fdimage.

    If you are using the floppies from the CDROM, and your CDROM is the E: drive, then you would run this:

    E:\> tools\fdimage floppies\kern.flp A:
    

    Repeat this command for each .flp file, replacing the floppy disk each time, being sure to label the disks with the name of the file that you copied to them. Adjust the command line as necessary, depending on where you have placed the .flp files. If you do not have the CDROM, then fdimage can be downloaded from the tools directory on the FreeBSD FTP site.

    If you are writing the floppies on a UNIX system (such as another FreeBSD system) you can use the dd(1) command to write the image files directly to disk. On FreeBSD, you would run:

    # dd if=kern.flp of=/dev/fd0
    

    On FreeBSD, /dev/fd0 refers to the first floppy disk (the A: drive). /dev/fd1 would be the B: drive, and so on. Other UNIX variants might have different names for the floppy disk devices, and you will need to check the documentation for the system as necessary.

You are now ready to start installing FreeBSD.


2.3 Starting the Installation

Important: By default, the installation will not make any changes to your disk(s) until you see the following message:

Last Chance: Are you SURE you want continue the installation?

If you're running this on a disk with data you wish to save then WE
STRONGLY ENCOURAGE YOU TO MAKE PROPER BACKUPS before proceeding!

We can take no responsibility for lost disk contents!

The install can be exited at any time prior to the final warning without changing the contents of the hard drive. If you are concerned that you have configured something incorrectly you can just turn the computer off before this point, and no damage will be done.


2.3.1 Booting

2.3.1.1 Booting for the i386

  1. Start with your computer turned off.

  2. Turn on the computer. As it starts it should display an option to enter the system set up menu, or BIOS, commonly reached by keys like F2, F10, Del, or Alt+S. Use whichever keystroke is indicated on screen. In some cases your computer may display a graphic while it starts. Typically, pressing Esc will dismiss the graphic and allow you to see the necessary messages.

  3. Find the setting that controls which devices the system boots from. This is usually labeled as the ``Boot Order'' and commonly shown as a list of devices, such as Floppy, CDROM, First Hard Disk, and so on.

    If you needed to prepare boot floppies, then make sure that the floppy disk is selected. If you are booting from the CDROM then make sure that that is selected instead. In case of doubt, you should consult the manual that came with your computer, and/or its motherboard.

    Make the change, then save and exit. The computer should now restart.

  4. If you needed to prepare boot floppies, as described in Section 2.2.7, then one of them will be the first boot disc, probably the one containing kern.flp. Put this disc in your floppy drive.

    If you are booting from CDROM, then you will need to turn on the computer, and insert the CDROM at the first opportunity.

    If your computer starts up as normal and loads your existing operating system, then either:

    1. The disks were not inserted early enough in the boot process. Leave them in, and try restarting your computer.

    2. The BIOS changes earlier did not work correctly. You should redo that step until you get the right option.

    3. Your particular BIOS does not support booting from the desired media.

  5. FreeBSD will start to boot. If you are booting from CDROM you will see a display similar to this (version information omitted):

    Verifying DMI Pool Data ........
    Boot from ATAPI CD-ROM :
     1. FD 2.88MB  System Type-(00)
    Uncompressing ... done
    
    BTX loader 1.00 BTX version is 1.01
    Console: internal video/keyboard
    BIOS drive A: is disk0
    BIOS drive B: is disk1
    BIOS drive C: is disk2
    BIOS drive D: is disk3
    BIOS 639kB/261120kB available memory
    
    FreeBSD/i386 bootstrap loader, Revision 0.8
    
    /kernel text=0x277391 data=0x3268c+0x332a8 |
    
    |
    Hit [Enter] to boot immediately, or any other key for command prompt.
    Booting [kernel] in 9 seconds... _
    

    If you are booting from floppy disc, you will see a display similar to this (version information omitted):

    Verifying DMI Pool Data ........ 
    
    BTX loader 1.00  BTX version is 1.01 
    Console: internal video/keyboard 
    BIOS drive A: is disk0 
    BIOS drive C: is disk1 
    BIOS 639kB/261120kB available memory 
    
    FreeBSD/i386 bootstrap loader, Revision 0.8 
    
    /kernel text=0x277391 data=0x3268c+0x332a8 |
    
    Please insert MFS root floppy and press enter:
    

    Follow these instructions by removing the kern.flp disc, insert the mfsroot.flp disc, and press Enter.

  6. Whether you booted from floppy or CDROM, the boot process will then get to this point:

    Hit [Enter] to boot immediately, or any other key for command prompt. 
    Booting [kernel] in 9 seconds... _
    

    Either wait ten seconds, or press Enter. This will then launch the kernel configuration menu.


2.3.1.2 Booting for the Alpha

  1. Start with your computer turned off.

  2. Turn on the computer and wait for a boot monitor prompt.

  3. If you needed to prepare boot floppies, as described in Section 2.2.7 then one of them will be the first boot disc, probably the one containing kern.flp. Put this disc in your floppy drive and type the following command to boot the disk (substituting the name of your floppy drive if necessary):

    >>>BOOT DVA0 -FLAGS '' -FILE ''
    

    If you are booting from CDROM, insert the CDROM into the drive and type the following command to start the installation (substituting the name of the appropriate CDROM drive if necessary):

    >>>BOOT DKA0 -FLAGS '' -FILE ''
    
  4. FreeBSD will start to boot. If you are booting from a floppy disc, at some point you will see the message:

    Please insert MFS root floppy and press enter:
    

    Follow these instructions by removing the kern.flp disc, insert the mfsroot.flp disc, and press Enter.

  5. Whether you booted from floppy or CDROM, the boot process will then get to this point:

    Hit [Enter] to boot immediately, or any other key for command prompt. 
    Booting [kernel] in 9 seconds... _
    

    Either wait ten seconds, or press Enter. This will then launch the kernel configuration menu.


2.3.2 Kernel Configuration

Note: From FreeBSD versions 5.0 and later, userconfig has been deprecated in favor of the new device.hints(5) method. For more information on device.hints(5) please visit Section 7.5

The kernel is the core of the operating system. It is responsible for many things, including access to all the devices you may have on your system, such as hard disks, network cards, sound cards, and so on. Each piece of hardware supported by the FreeBSD kernel has a driver associated with it. Each driver has a two or three letter name, such as sa for the SCSI sequential access driver, or sio for the Serial I/O driver (which manages COM ports).

When the kernel starts, each driver checks the system to see whether or not the hardware it supports exists on your system. If it does, then the driver configures the hardware and makes it available to the rest of the kernel.

This checking is commonly referred to as device probing. Unfortunately, it is not always possible to do this in a safe way. Some hardware drivers do not co-exist well, and probing for one piece of hardware can sometimes leave another in an inconsistent state. This is a basic limitation of the PC design.

Many older devices are called ISA devices--as opposed to PCI devices. The ISA specification requires each device to have some information hard coded into it, typically the Interrupt Request Line number (IRQ) and IO port address that the driver uses. This information is commonly set by using physical jumpers on the card, or by using a DOS based utility.

This was often a source of problems, because it was not possible to have two devices that shared the same IRQ or port address.

Newer devices follow the PCI specification, which does not require this, as the devices are supposed to cooperate with the BIOS, and are told which IRQ and IO port addresses to use.

If you have any ISA devices in your computer then FreeBSD's driver for that device will need to be configured with the IRQ and port address that you have set the card to. This is why carrying out an inventory of your hardware (see Section 2.2.1) can be useful.

Unfortunately, the default IRQs and memory ports used by some drivers clash. This is because some ISA devices are shipped with IRQs or memory ports that clash. The defaults in FreeBSD's drivers are deliberately set to mirror the manufacturer's defaults, so that, out of the box, as many devices as possible will work.

This is almost never an issue when running FreeBSD day-to-day. Your computer will not normally contain two pieces of hardware that clash, because one of them would not work (irrespective of the operating system you are using).

It becomes an issue when you are installing FreeBSD for the first time because the kernel used to carry out the install has to contain as many drivers as possible, so that many different hardware configurations can be supported. This means that some of those drivers will have conflicting configurations. The devices are probed in a strict order, and if you own a device that is probed late in the process, but conflicted with an earlier probe, then your hardware might not function or be probed correctly when you install FreeBSD.

Because of this, the first thing you have the opportunity to do when installing FreeBSD is look at the list of drivers that are configured into the kernel, and either disable some of them, if you do not own that device, or confirm (and alter) the driver's configuration if you do own the device but the defaults are wrong.

This probably sounds much more complicated than it actually is.

Figure 2-1 shows the first kernel configuration menu. We recommend that you choose the Start kernel configuration in full-screen visual mode option, as it presents the easiest interface for the new user.

Figure 2-1. Kernel Configuration Menu

The kernel configuration screen (Figure 2-2) is then divided into four sections:

  1. A collapsible list of all the drivers that are currently marked as ``active'', subdivided into groups such as Storage, and Network. Each driver is shown as a description, its two or three letter driver name, and the IRQ and memory port used by that driver. In addition, if an active driver conflicts with another active driver then CONF is shown next to the driver name. This section also shows the total number of conflicting drivers that are currently active.

  2. Drivers that have been marked inactive. They remain in the kernel, but they will not probe for their device when the kernel starts. These are subdivided into groups in the same way as the active driver list.

  3. More detail about the currently selected driver, including its IRQ and memory port address.

  4. Information about the keystrokes that are valid at this point in time.

Figure 2-2. The Kernel Device Configuration Visual Interface

Do not worry if any conflicts are listed, it is to be expected; all the drivers are enabled, and as has already been explained, some of them will conflict with one another.

You now have to work through the list of drivers, resolving the conflicts.

Resolving Driver Conflicts

  1. Press X. This will completely expand the list of drivers, so you can see all of them. You will need to use the arrow keys to scroll back and forth through the active driver list.

    Figure 2-3 shows the result of pressing X.

    Figure 2-3. Expanded Driver List

  2. Disable all the drivers for devices that you do not have. To disable a driver, highlight it with the arrow keys and press Del. The driver will be moved to the Inactive Drivers list.

    If you inadvertently disable a device that you need then press Tab to switch to the Inactive Drivers list, select the driver that you disabled, and press Enter to move it back to the active list.

    Warning: Do not disable sc0. This controls the screen, and you will need this unless you are installing over a serial cable.

    Warning: Only disable atkbd0 if you are using a USB keyboard. If you have a normal keyboard then you must keep atkbd0.

  3. If there are no conflicts listed then you can skip this step. Otherwise, the remaining conflicts need to be examined. If they do not have the indication of an ``allowed conflict'' in the message area, then either the IRQ/address for device probe will need to be changed, or the IRQ/address on the hardware will need to be changed.

    To change the driver's configuration for IRQ and IO port address, select the device and press Enter. The cursor will move to the third section of the screen, and you can change the values. You should enter the values for IRQ and port address that you discovered when you made your hardware inventory. Press Q to finish editing the device's configuration and return to the active driver list.

    If you are not sure what these figures should be then you can try using -1. Some FreeBSD drivers can safely probe the hardware to discover what the correct value should be, and a value of -1 configures them to do this.

    The procedure for changing the address on the hardware varies from device to device. For some devices you may need to physically remove the card from your computer and adjust jumper settings or DIP switches. Other cards may have come with a DOS floppy that contains the programs used to reconfigure the card. In any case, you should refer to the documentation that came with the device. This will obviously entail restarting your computer, so you will need to boot back into the FreeBSD installation routine when you have reconfigured the card.

  4. When all the conflicts have been resolved the screen will look similar to Figure 2-4.

    Figure 2-4. Driver Configuration With No Conflicts

    As you can see, the active driver list is now much smaller, with only drivers for the hardware that actually exists being listed.

    You can now save these changes, and move on to the next step of the install. Press Q to quit the device configuration interface. This message will appear:

    Save these parameters before exiting? ([Y]es/[N]o/[C]ancel)
    

    Answer Y to save the parameters to memory (it will be saved to disk if you finish the install) and the probing will start. After displaying the probe results in white on black text sysinstall will start and display its main menu (Figure 2-5).

    Figure 2-5. Sysinstall Main Menu


2.3.3 Reviewing the Device Probe Results

The last few hundred lines that have been displayed on screen are stored and can be reviewed.

To review the buffer, press Scroll Lock. This turns on scrolling in the display. You can then use the arrow keys, or PageUp and PageDown to view the results. Press Scroll Lock again to stop scrolling.

Do this now, to review the text that scrolled off the screen when the kernel was carrying out the device probes. You will see text similar to Figure 2-6, although the precise text will differ depending on the devices that you have in your computer.

Figure 2-6. Typical Device Probe Results

avail memory = 253050880 (247120K bytes) 
Preloaded elf kernel "kernel" at 0xc0817000.
Preloaded mfs_root "/mfsroot" at 0xc0817084.
md0: Preloaded image </mfsroot> 4423680 bytes at 0xc03ddcd4

md1: Malloc disk
Using $PIR table, 4 entries at 0xc00fde60
npx0: <math processor> on motherboard   
npx0: INT 16 interface   
pcib0: <Host to PCI bridge> on motherboard
pci0: <PCI bus> on pcib0
pcib1:<VIA 82C598MVP (Apollo MVP3) PCI-PCI (AGP) bridge> at device 1.0 on pci0
pci1: <PCI bus> on pcib1
pci1: <Matrox MGA G200 AGP graphics accelerator> at 0.0 irq 11
isab0: <VIA 82C586 PCI-ISA bridge> at device 7.0 on pci0
isa0: <iSA bus> on isab0
atapci0: <VIA 82C586 ATA33 controller> port 0xe000-0xe00f at device 7.1 on pci0
ata0: at 0x1f0 irq 14 on atapci0
ata1: at 0x170 irq 15 on atapci0
uhci0 <VIA 83C572 USB controller> port 0xe400-0xe41f irq 10 at device 7.2 on pci
0
usb0: <VIA 83572 USB controller> on uhci0
usb0: USB revision 1.0
uhub0: VIA UHCI root hub, class 9/0, rev 1.00/1.00, addr1
uhub0: 2 ports with 2 removable, self powered
pci0: <unknown card> (vendor=0x1106, dev=0x3040) at 7.3
dc0: <ADMtek AN985 10/100BaseTX> port 0xe800-0xe8ff mem 0xdb000000-0xeb0003ff ir
q 11 at device 8.0 on pci0
dc0: Ethernet address: 00:04:5a:74:6b:b5
miibus0: <MII bus> on dc0
ukphy0: <Generic IEEE 802.3u media interface> on miibus0
ukphy0: 10baseT, 10baseT-FDX, 100baseTX, 100baseTX-FDX, auto
ed0: <NE2000 PCI Ethernet (RealTek 8029)> port 0xec00-0xec1f irq 9 at device 10.
0 on pci0
ed0 address 52:54:05:de:73:1b, type NE2000 (16 bit)
isa0: too many dependant configs (8)
isa0: unexpected small tag 14
orm0: <Option ROM> at iomem 0xc0000-0xc7fff on isa0
fdc0: <NEC 72065B or clone> at port 0x3f0-0x3f5,0x3f7 irq 6 drq2 on isa0
fdc0: FIFO enabled, 8 bytes threshold
fd0: <1440-KB 3.5" drive> on fdc0 drive 0
atkbdc0: <Keyboard controller (i8042)> at port 0x60,0x64 on isa0
atkbd0: <AT Keyboard> flags 0x1 irq1 on atkbdc0
kbd0 at atkbd0
psm0: <PS/2 Mouse> irq 12 on atkbdc0
psm0: model Generic PS/@ mouse, device ID 0
vga0: <Generic ISA VGA> at port 0x3c0-0x3df iomem 0xa0000-0xbffff on isa0
sc0: <System console> at flags 0x100 on isa0
sc0: VGA <16 virtual consoles, flags=0x300>
sio0 at port 0x3f8-0x3ff irq 4 flags 0x10 on isa0
sio0: type 16550A
sio1 at port 0x2f8-0x2ff irq 3 on isa0
sio1: type 16550A
ppc0: <Parallel port> at port 0x378-0x37f irq 7 on isa0
pppc0: SMC-like chipset (ECP/EPP/PS2/NIBBLE) in COMPATIBLE mode
ppc0: FIFO with 16/16/15 bytes threshold
plip0: <PLIP network interface> on ppbus0
ad0: 8063MB <IBM-DHEA-38451> [16383/16/63] at ata0-master UDMA33
acd0: CD-RW <LITE-ON LTR-1210B> at ata1-slave PIO4
Mounting root from ufs:/dev/md0c
/stand/sysinstall running as init on vty0

Check the probe results carefully to make sure that FreeBSD found all the devices you expected. If a device was not found, then it will not be listed. If the device's driver required configuring with the IRQ and port address then you should check that you entered them correctly.

If you need to make changes to the UserConfig device probing, it is easy to exit the sysinstall program and start over again. It is also a good way to become more familiar with the process.

Figure 2-7. Select Sysinstall Exit

Use the arrow keys to select Exit Install from the Main Install Screen menu. The following message will display:

                      User Confirmation Requested 
         Are you sure you wish to exit? The system will reboot 
           (be sure to remove any floppies from the drives).

                            [ Yes ]    No

The install program will start again if the CDROM is left in the drive and [Yes] is selected.

If you are booting from floppies it will be necessary to remove the mfsroot.flp floppy and replace it with kern.flp before rebooting.


2.4 Introducing Sysinstall

The sysinstall utility is the installation application provided by the FreeBSD Project. It is console based and is divided into a number of menus and screens that you can use to configure and control the installation process.

The sysinstall menu system is controlled by the arrow keys, Enter, Space, and other keys. A detailed description of these keys and what they do is contained in sysinstall's usage information.

To review this information, ensure that the Usage entry is highlighted and that the [Select] button is selected, as shown in Figure 2-8, then press Enter.

The instructions for using the menu system will be displayed. After reviewing them, press Enter to return to the Main Menu.

Figure 2-8. Selecting Usage from Sysinstall Main Menu


2.4.1 Selecting the Documentation Menu

From the Main Menu, select Doc with the arrow keys and press Enter.

Figure 2-9. Selecting Documentation Menu

This will display the Documentation Menu.

Figure 2-10. Sysinstall Documentation Menu

It is important to read the documents provided.

To view a document, select it with the arrow keys and press Enter. When finished reading a document, pressing Enter will return to the Documentation Menu.

To return to the Main Installation Menu, select Exit with the arrow keys and press Enter.


2.4.2 Selecting the Keymap Menu

To change the keyboard mapping, use the arrow keys to select Keymap from the menu and press Enter. This is only required if you are using a non-standard or non-US keyboard.

Figure 2-11. Sysinstall Main Menu

A different keyboard mapping may be chosen by selecting the menu item using up/down arrow keys and pressing Space. Pressing Space again will unselect the item. When finished, choose the [ OK ] using the arrow keys and press Enter.

Only a partial list is shown in this screen representation. Selecting [ Cancel ] by pressing Tab will use the default keymap and return to the Main Install Menu.

Figure 2-12. Sysinstall Keymap Menu


2.4.3 Installation Options Screen

Select Options and press Enter.

Figure 2-13. Sysinstall Main Menu

Figure 2-14. Sysinstall Options

The default values are usually fine for most users and do not need to be changed. The release name will vary according to the version being installed.

The description of the selected item will appear at the bottom of the screen highlighted in blue. Notice that one of the options is Use Defaults to reset all values to startup defaults.

Press F1 to read the help screen about the various options.

Pressing Q will return to the Main Install menu.


2.4.4 Begin a Standard Installation

The Standard installation is the option recommended for those new to UNIX or FreeBSD. Use the arrow keys to select Standard and then press Enter to start the installation.

Figure 2-15. Begin Standard Installation


2.5 Allocating Disk Space

Your first task is to allocate disk space for FreeBSD, and label that space so that sysinstall can prepare it. In order to do this you need to know how FreeBSD expects to find information on the disk.


2.5.1 BIOS Drive Numbering

Before you install and configure FreeBSD on your system, there is an important subject that you should be aware of, especially if you have multiple hard drives.

In a PC running a BIOS-dependent operating system such as MS-DOS or Microsoft Windows, the BIOS is able to abstract the normal disk drive order, and the operating system goes along with the change. This allows the user to boot from a disk drive other than the so-called ``primary master''. This is especially convenient for some users who have found that the simplest and cheapest way to keep a system backup is to buy an identical second hard drive, and perform routine copies of the first drive to the second drive using Ghost® or XCOPY . Then, if the first drive fails, or is attacked by a virus, or is scribbled upon by an operating system defect, he can easily recover by instructing the BIOS to logically swap the drives. It is like switching the cables on the drives, but without having to open the case.

More expensive systems with SCSI controllers often include BIOS extensions which allow the SCSI drives to be re-ordered in a similar fashion for up to seven drives.

A user who is accustomed to taking advantage of these features may become surprised when the results with FreeBSD are not as expected. FreeBSD does not use the BIOS, and does not know the ``logical BIOS drive mapping''. This can lead to very perplexing situations, especially when drives are physically identical in geometry, and have also been made as data clones of one another.

When using FreeBSD, always restore the BIOS to natural drive numbering before installing FreeBSD, and then leave it that way. If you need to switch drives around, then do so, but do it the hard way, and open the case and move the jumpers and cables.


2.5.2 Creating Slices Using FDisk

Note: No changes you make at this point will be written to the disk. If you think you have made a mistake and want to start again you can use the menus to exit sysinstall and try again or press U to use the Undo option. If you get confused and can not see how to exit you can always turn your computer off.

After choosing to begin a standard installation in sysinstall you will be shown this message:

                                 Message
 In the next menu, you will need to set up a DOS-style ("fdisk")
 partitioning scheme for your hard disk. If you simply wish to devote
 all disk space to FreeBSD (overwriting anything else that might be on
 the disk(s) selected) then use the (A)ll command to select the default
 partitioning scheme followed by a (Q)uit. If you wish to allocate only
 free space to FreeBSD, move to a partition marked "unused" and use the
 (C)reate command. 
                                [  OK  ] 

                      [ Press enter or space ]

Press Enter as instructed. You will then be shown a list of all the hard drives that the kernel found when it carried out the device probes. Figure 2-16 shows an example from a system with two IDE disks. They have been called ad0 and ad2.

Figure 2-16. Select Drive for FDisk

You might be wondering why ad1 is not listed here. Why has it been missed?

Consider what would happen if you had two IDE hard disks, one as the master on the first IDE controller, and one as the master on the second IDE controller. If FreeBSD numbered these as it found them, as ad0 and ad1 then everything would work.

But if you then added a third disk, as the slave device on the first IDE controller, it would now be ad1, and the previous ad1 would become ad2. Because device names (such as ad1s1a) are used to find filesystems, you may suddenly discover that some of your filesystems no longer appear correctly, and you would need to change your FreeBSD configuration.

To work around this, the kernel can be configured to name IDE disks based on where they are, and not the order in which they were found. With this scheme the master disk on the second IDE controller will always be ad2, even if there are no ad0 or ad1 devices.

This configuration is the default for the FreeBSD kernel, which is why this display shows ad0 and ad2. The machine on which this screenshot was taken had IDE disks on both master channels of the IDE controllers, and no disks on the slave channels.

You should select the disk on which you want to install FreeBSD, and then press [ OK ]. FDisk will start, with a display similar to that shown in Figure 2-17.

The FDisk display is broken into three sections.

The first section, covering the first two lines of the display, shows details about the currently selected disk, including its FreeBSD name, the disk geometry, and the total size of the disk.

The second section shows the slices that are currently on the disk, where they start and end, how large they are, the name FreeBSD gives them, and their description and sub-type. This example shows two small unused slices, which are artifacts of disk layout schemes on the PC. It also shows one large FAT slice, which almost certainly appears as C: in MS-DOS / Windows, and an extended slice, which may contain other drive letters for MS-DOS / Windows.

The third section shows the commands that are available in FDisk.

Figure 2-17. Typical Fdisk Partitions before Editing

What you do now will depend on how you want to slice up your disk.

If you want to use FreeBSD for the entire disk (which will delete all the other data on this disk when you confirm that you want sysinstall to continue later in the installation process) then you can press A, which corresponds to the Use Entire Disk option. The existing slices will be removed, and replaced with a small area flagged as unused (again, an artifact of PC disk layout), and then one large slice for FreeBSD. If you do this, then you should select the newly created FreeBSD slice using the arrow keys, and press S to mark the slice as being bootable. The screen will then look very similar to Figure 2-18. Note the A in the Flags column, which indicates that this slice is active, and will be booted from.

If you will be deleting an existing slice to make space for FreeBSD then you should select the slice using the arrow keys, and then press D. You can then press C, and be prompted for size of slice you want to create. Enter the appropriate figure and press Enter. The default value in this box represents the largest possible slice you can make, which could be the largest contiguous block of unallocated space or the size of the entire hard disk.

If you have already made space for FreeBSD (perhaps by using a tool such as PartitionMagic) then you can press C to create a new slice. Again, you will be prompted for the size of slice you would like to create.

Figure 2-18. Fdisk Partition Using Entire Disk

When finished, press Q. Your changes will be saved in sysinstall, but will not yet be written to disk.


2.5.3 Install a Boot Manager

You now have the option to install a boot manager. In general, you should choose to install the FreeBSD boot manager if:

  • You have more than one drive, and have installed FreeBSD onto a drive other than the first one.

  • You have installed FreeBSD alongside another operating system on the same disk, and you want to choose whether to start FreeBSD or the other operating system when you start the computer.

If FreeBSD is going to be the only operating system on this machine, installed on the first hard disk, then the Standard boot manager will suffice. Choose None if you are using a third-party boot manager capable of booting FreeBSD.

Make your choice and press Enter.

Figure 2-19. Sysinstall Boot Manager Menu

The help screen, reached by pressing F1, discusses the problems that can be encountered when trying to share the hard disk between operating systems.


2.5.4 Creating Slices on Another Drive

If there is more than one drive, it will return to the Select Drives screen after the boot manager selection. If you wish to install FreeBSD on to more than one disk, then you can select another disk here and repeat the slice process using FDisk.

Important: If you are installing FreeBSD on a drive other than your first, then the FreeBSD boot manager needs to be installed on both drives.

Figure 2-20. Exit Select Drive

The Tab key toggles between the last drive selected, [ OK ], and [ Cancel ].

Press the Tab once to toggle to the [ OK ], then press Enter to continue with the installation.


2.5.5 Creating Partitions Using Disklabel

You must now create some partitions inside each slice that you have just created. Remember that each partition is lettered, from a through to h, and that partitions b, c, and d have conventional meanings that you should adhere to.

Certain applications can benefit from particular partition schemes, especially if you are laying out partitions across more than one disk. However, for this, your first FreeBSD installation, you do not need to give too much thought to how you partition the disk. It is more important that you install FreeBSD and start learning how to use it. You can always re-install FreeBSD to change your partition scheme when you are more familiar with the operating system.

This scheme features four partitions--one for swap space, and three for filesystems.

Table 2-2. Partition Layout for First Disk

Partition Filesystem Size Description
a / 100 MB This is the root filesystem. Every other filesystem will be mounted somewhere under this one. 100 MB is a reasonable size for this filesystem. You will not be storing too much data on it, as a regular FreeBSD install will put about 40 MB of data here. The remaining space is for temporary data, and also leaves expansion space if future versions of FreeBSD need more space in /.
b N/A 2-3 x RAM

The system's swap space is kept on this partition. Choosing the right amount of swap space can be a bit of an art. A good rule of thumb is that your swap space should be two or three times as much as the available physical memory (RAM). You should also have at least 64 MB of swap, so if you have less than 32 MB of RAM in your computer then set the swap amount to 64 MB.

If you have more than one disk then you can put swap space on each disk. FreeBSD will then use each disk for swap, which effectively speeds up the act of swapping. In this case, calculate the total amount of swap you need (e.g., 128 MB), and then divide this by the number of disks you have (e.g., two disks) to give the amount of swap you should put on each disk, in this example, 64 MB of swap per disk.

e /var 50 MB The /var directory contains files that are constantly varying; log files, and other administrative files. Many of these files are read-from or written-to extensively during FreeBSD's day-to-day running. Putting these files on another filesystem allows FreeBSD to optimize the access of these files without affecting other files in other directories that do not have the same access pattern.
f /usr Rest of disk All your other files will typically be stored in /usr and its subdirectories.

If you will be installing FreeBSD on to more than one disk then you must also create partitions in the other slices that you configured. The easiest way to do this is to create two partitions on each disk, one for the swap space, and one for a filesystem.

Table 2-3. Partition Layout for Subsequent Disks

Partition Filesystem Size Description
b N/A See description As already discussed, you can split swap space across each disk. Even though the a partition is free, convention dictates that swap space stays on the b partition.
e /diskn Rest of disk The rest of the disk is taken up with one big partition. This could easily be put on the a partition, instead of the e partition. However, convention says that the a partition on a slice is reserved for the filesystem that will be the root (/) filesystem. You do not have to follow this convention, but sysinstall does, so following it yourself makes the installation slightly cleaner. You can choose to mount this filesystem anywhere; this example suggests that you mount them as directories /diskn, where n is a number that changes for each disk. But you can use another scheme if you prefer.

Having chosen your partition layout you can now create it using sysinstall. You will see this message:

                                 Message
 Now, you need to create BSD partitions inside of the fdisk
 partition(s) just created. If you have a reasonable amount of disk
 space (200MB or more) and don't have any special requirements, simply
 use the (A)uto command to allocate space automatically. If you have
 more specific needs or just don't care for the layout chosen by
 (A)uto, press F1 for more information on manual layout.  

                                [  OK  ]
                          [ Press enter or space ]

Press Enter to start the FreeBSD partition editor, called Disklabel.

Figure 2-21 shows the display when you first start Disklabel. The display is divided in to three sections.

The first few lines show the name of the disk you are currently working on, and the slice that contains the partitions you are creating (at this point Disklabel calls this the Partition name rather than slice name). This display also shows the amount of free space within the slice; that is, space that was set aside in the slice, but that has not yet been assigned to a partition.

The middle of the display shows the partitions that have been created, the name of the filesystem that each partition contains, their size, and some options pertaining to the creation of the filesystem.

The bottom third of the screen shows the keystrokes that are valid in Disklabel.

Figure 2-21. Sysinstall Disklabel Editor

Disklabel can automatically create partitions for you and assign them default sizes. Try this now, by Pressing A. You will see a display similar to that shown in Figure 2-22. Depending on the size of the disk you are using, the defaults may or may not be appropriate. This does not matter, as you do not have to accept the defaults.

Note: Beginning with FreeBSD 4.5, the default partitioning assigns the /tmp directory its own partition instead of being part of the / partition. This helps avoid filling the / partition with temporary files.

Figure 2-22. Sysinstall Disklabel Editor with Auto Defaults

If you choose to not use the default partitions and wish to replace them with your own, use the arrow keys to select the first partition, and press D to delete it. Repeat this to delete all the suggested partitions.

To create the first partition (a, mounted as / -- root), make sure the proper disk slice at the top of the screen is selected and press C. A dialog box will appear prompting you for the size of the new partition (as shown in Figure 2-23). You can enter the size as the number of disk blocks you want to use, or as a number followed by either M for megabytes, G for gigabytes, or C for cylinders.

Note: Beginning with FreeBSD 5.X, users can: select UFS2 using the Custom Newfs (Z) option, create labels with Auto Defaults and modify them with the Custom Newfs option or add -O 2 during the regular creation period. Do not forget to add -U for SoftUpdates if you use the Custom Newfs option!

Figure 2-23. Free Space for Root Partition

The default size shown will create a partition that takes up the rest of the slice. If you are using the partition sizes described in the earlier example, then delete the existing figure using Backspace, and then type in 64M, as shown in Figure 2-24. Then press [ OK ].

Figure 2-24. Edit Root Partition Size

Having chosen the partition's size you will then be asked whether this partition will contain a filesystem or swap space. The dialog box is shown in Figure 2-25. This first partition will contain a filesystem, so check that FS is selected and press Enter.

Figure 2-25. Choose the Root Partition Type

Finally, because you are creating a filesystem, you must tell Disklabel where the filesystem is to be mounted. The dialog box is shown in Figure 2-26. The root filesystem's mount point is /, so type /, and then press Enter.

Figure 2-26. Choose the Root Mount Point

The display will then update to show you the newly created partition. You should repeat this procedure for the other partitions. When you create the swap partition, you will not be prompted for the filesystem mount point, as swap partitions are never mounted. When you create the final partition, /usr, you can leave the suggested size as is, to use the rest of the slice.

Your final FreeBSD DiskLabel Editor screen will appear similar to Figure 2-27, although your values chosen may be different. Press Q to finish.

Figure 2-27. Sysinstall Disklabel Editor


2.6 Choosing What to Install

2.6.1 Select the Distribution Set

Deciding which distribution set to install will depend largely on the intended use of the system and the amount of disk space available. The predefined options range from installing the smallest possible configuration to everything. Those who are new to UNIX and/or FreeBSD should almost certainly select one of these canned options. Customizing a distribution set is typically for the more experienced user.

Press F1 for more information on the distribution set options and what they contain. When finished reviewing the help, pressing Enter will return to the Select Distributions Menu.

If a graphical user interface is desired then a distribution set that is preceded by an X should be chosen. The configuration of XFree86 and selection of a default desktop is part of the post-installation steps.

The default version of XFree86 that is installed depends on the version of the FreeBSD that you are installing. For FreeBSD versions prior to 4.6, XFree86 3.X is installed. For FreeBSD 4.6 and later, XFree86 4.X is the default.

You should check to see whether your video card is supported at the XFree86 web site. If your video card is not supported under the default version that FreeBSD will install, you should select a distribution without X for installation. After installation, install and configure the appropriate version of XFree86 using the ports collection.

If compiling a custom kernel is anticipated, select an option which includes the source code. For more information on why a custom kernel should be built or how to build a custom kernel, see Chapter 9.

Obviously, the most versatile system is one that includes everything. If there is adequate disk space, select All as shown in Figure 2-28 by using the arrow keys and press Enter. If there is a concern about disk space consider using an option that is more suitable for the situation. Do not fret over the perfect choice, as other distributions can be added after installation.

Figure 2-28. Choose Distributions


2.6.2 Installing the Ports Collection

After selecting the desired distribution, an opportunity to install the FreeBSD Ports Collection is presented. The ports collection is an easy and convenient way to install software. The ports collection does not contain the source code necessary to compile the software. Instead, it is a collection of files which automates the downloading, compiling and installation of third-party software packages. Chapter 4 discusses how to use the ports collection.

The installation program does not check to see if you have adequate space. Select this option only if you have adequate hard disk space. As of FreeBSD 5.2.1, the FreeBSD Ports Collection takes up about 300 MB of disk space. You can safely assume a larger value for more recent versions of FreeBSD.

                         User Confirmation Requested
 Would you like to install the FreeBSD ports collection? 

 This will give you ready access to over 10,500 ported software packages,
 at a cost of around 300 MB of disk space when "clean" and possibly much
 more than that if a lot of the distribution tarballs are loaded
 (unless you have the extra CDs from a FreeBSD CD/DVD distribution
 available and can mount it on /cdrom, in which case this is far less
 of a problem). 

 The ports collection is a very valuable resource and well worth having
 on your /usr partition, so it is advisable to say Yes to this option. 

 For more information on the ports collection & the latest ports,
 visit: 
     http://www.FreeBSD.org/ports  

                              [ Yes ]     No

Select [ Yes ] with the arrow keys to install the ports collection or [ No ] to skip this option. Press Enter to continue. The Choose Distributions menu will redisplay.

Figure 2-29. Confirm Distributions

If satisfied with the options, select Exit with the arrow keys, ensure that [ OK ] is highlighted, and pressing Enter to continue.


2.7 Choosing Your Installation Media

If Installing from a CDROM or DVD, use the arrow keys to highlight Install from a FreeBSD CD/DVD. Ensure that [ OK ] is highlighted, then press Enter to proceed with the installation.

For other methods of installation, select the appropriate option and follow the instructions.

Press F1 to display the Online Help for installation media. Press Enter to return to the media selection menu.

Figure 2-30. Choose Installation Media

FTP Installation Modes: There are three FTP installation modes you can choose from: active FTP, passive FTP, or via a HTTP proxy.

FTP Active: Install from an FTP server

This option will make all FTP transfers use ``Active'' mode. This will not work through firewalls, but will often work with older FTP servers that do not support passive mode. If your connection hangs with passive mode (the default), try active!

FTP Passive: Install from an FTP server through a firewall

This option instructs sysinstall to use ``Passive'' mode for all FTP operations. This allows the user to pass through firewalls that do not allow incoming connections on random TCP ports.

FTP via a HTTP proxy: Install from an FTP server through a http proxy

This option instructs sysinstall to use the HTTP protocol (like a web browser) to connect to a proxy for all FTP operations. The proxy will translate the requests and send them to the FTP server. This allows the user to pass through firewalls that do not allow FTP at all, but offer a HTTP proxy. In this case, you have to specify the proxy in addition to the FTP server.

For a proxy FTP server, you should usually give the name of the server you really want as a part of the username, after an ``@'' sign. The proxy server then ``fakes'' the real server. For example, assuming you want to install from ftp.FreeBSD.org, using the proxy FTP server foo.example.com, listening on port 1024.

In this case, you go to the options menu, set the FTP username to ftp@ftp.FreeBSD.org, and the password to your email address. As your installation media, you specify FTP (or passive FTP, if the proxy supports it), and the URL ftp://foo.example.com:1234/pub/FreeBSD.

Since /pub/FreeBSD from ftp.FreeBSD.org is proxied under foo.example.com, you are able to install from that machine (which will fetch the files from ftp.FreeBSD.org as your installation requests them).


2.8 Committing to the Installation

The installation can now proceed if desired. This is also the last chance for aborting the installation to prevent changes to the hard drive.

                       User Confirmation Requested
 Last Chance! Are you SURE you want to continue the installation? 

 If you're running this on a disk with data you wish to save then WE
 STRONGLY ENCOURAGE YOU TO MAKE PROPER BACKUPS before proceeding! 

 We can take no responsibility for lost disk contents!  

                             [ Yes ]    No

Select [ Yes ] and press Enter to proceed.

The installation time will vary according to the distribution chosen, installation media, and the speed of the computer. There will be a series of messages displayed indicating the status.

The installation is complete when the following message is displayed:

                               Message 

Congratulations! You now have FreeBSD installed on your system. 

We will now move on to the final configuration questions. 
For any option you do not wish to configure, simply select No. 

If you wish to re-enter this utility after the system is up, you may
do so by typing: /stand/sysinstall .  

                                 [ OK ] 

                      [  Press enter to continue  ]

Press Enter to proceed with post-installation configurations.

Selecting [ No ] and pressing Enter will abort the installation so no changes will be made to your system. The following message will appear:

                                Message
Installation complete with some errors.  You may wish to scroll
through the debugging messages on VTY1 with the scroll-lock feature. 
You can also choose "No" at the next prompt and go back into the
installation menus to retry whichever operations have failed. 

                                 [ OK ]

This message is generated because nothing was installed. Pressing Enter will return to the Main Installation Menu to exit the installation.


2.9 Post-installation

Configuration of various options follows the successful installation. An option can be configured by re-entering the configuration options before booting the new FreeBSD system or after installation using /stand/sysinstall and selecting Configure.


2.9.1 Network Device Configuration

If you previously configured PPP for an FTP install, this screen will not display and can be configured later as described above.

For detailed information on Local Area Networks and configuring FreeBSD as a gateway/router refer to the Advanced Networking chapter.

                      User Confirmation Requested 
   Would you like to configure any Ethernet or SLIP/PPP network devices?

                             [ Yes ]   No

To configure a network device, select [ Yes ] and press Enter. Otherwise, select [ No ] to continue.

Figure 2-31. Selecting an Ethernet Device

Select the interface to be configured with the arrow keys and press Enter.

                      User Confirmation Requested 
       Do you want to try IPv6 configuration of the interface?

                              Yes   [ No ]

In this private local area network, the current Internet type protocol (IPv4) was sufficient and [ No ] was selected with the arrow keys and Enter pressed.

If you are connected to an existing IPv6 network with an RA server, then choose [ Yes ] and press Enter. It will take several seconds to scan for RA servers.

                             User Confirmation Requested 
        Do you want to try DHCP configuration of the interface?

                              Yes   [ No ]

If DHCP (Dynamic Host Configuration Protocol) is not required select [ No ] with the arrow keys and press Enter.

Selecting [ Yes ] will execute dhclient, and if successful, will fill in the network configuration information automatically. Refer to Section 20.10 for more information.

The following Network Configuration screen shows the configuration of the Ethernet device for a system that will act as the gateway for a Local Area Network.

Figure 2-32. Set Network Configuration for ed0

Use Tab to select the information fields and fill in appropriate information:

Host

The fully-qualified hostname, such as k6-2.example.com in this case.

Domain

The name of the domain that your machine is in, such as example.com for this case.

IPv4 Gateway

IP address of host forwarding packets to non-local destinations. You must fill this in if the machine is a node on the network. Leave this field blank if the machine is the gateway to the Internet for the network. The IPv4 Gateway is also known as the default gateway or default route.

Name server

IP address of your local DNS server. There is no local DNS server on this private local area network so the IP address of the provider's DNS server (208.163.10.2) was used.

IPv4 address

The IP address to be used for this interface was 192.168.0.1

Netmask

The address block being used for this local area network is a Class C block (192.168.0.0 - 192.168.255.255). The default netmask is for a Class C network (255.255.255.0).

Extra options to ifconfig

Any interface-specific options to ifconfig you would like to add. There were none in this case.

Use Tab to select [ OK ] when finished and press Enter.

                      User Confirmation Requested 
        Would you like to Bring Up the ed0 interface right now?

                             [ Yes ]   No

Choosing [ Yes ] and pressing Enter will bring the machine up on the network and be ready for use. However, this does not accomplish much during installation, since the machine still needs to be rebooted.


2.9.2 Configure Gateway

                       User Confirmation Requested 
       Do you want this machine to function as a network gateway?

                              [ Yes ]    No

If the machine will be acting as the gateway for a local area network and forwarding packets between other machines then select [ Yes ] and press Enter. If the machine is a node on a network then select [ No ] and press Enter to continue.


2.9.3 Configure Internet Services

                      User Confirmation Requested
Do you want to configure inetd and the network services that it provides?

                               Yes   [ No ]

If [ No ] is selected, various services such telnetd will not be enabled. This means that remote users will not be able to telnet into this machine. Local users will be still be able to access remote machines with telnet.

These services can be enabled after installation by editing /etc/inetd.conf with your favorite text editor. See Section 20.14.1 for more information.

Select [ Yes ] if you wish to configure these services during install. An additional confirmation will display:

                      User Confirmation Requested
The Internet Super Server (inetd) allows a number of simple Internet
services to be enabled, including finger, ftp and telnetd.  Enabling
these services may increase risk of security problems by increasing
the exposure of your system.

With this in mind, do you wish to enable inetd?

                             [ Yes ]   No

Select [ Yes ] to continue.

                      User Confirmation Requested
inetd(8) relies on its configuration file, /etc/inetd.conf, to determine
which of its Internet services will be available.  The default FreeBSD
inetd.conf(5) leaves all services disabled by default, so they must be
specifically enabled in the configuration file before they will
function, even once inetd(8) is enabled.  Note that services for
IPv6 must be separately enabled from IPv4 services.

Select [Yes] now to invoke an editor on /etc/inetd.conf, or [No] to
use the current settings.

                             [ Yes ]   No

Selecting [ Yes ] will allow adding services by deleting the # at the beginning of a line.

Figure 2-33. Editing inetd.conf

After adding the desired services, pressing Esc will display a menu which will allow exiting and saving the changes.


2.9.4 Anonymous FTP

                      User Confirmation Requested
 Do you want to have anonymous FTP access to this machine? 

                              Yes    [ No ]

2.9.4.1 Deny Anonymous FTP

Selecting the default [ No ] and pressing Enter will still allow users who have accounts with passwords to use FTP to access the machine.


2.9.4.2 Allow Anonymous FTP

Anyone can access your machine if you elect to allow anonymous FTP connections. The security implications should be considered before enabling this option. For more information about security see Chapter 10.

To allow anonymous FTP, use the arrow keys to select [ Yes ] and press Enter. The following screen (or similar) will display:

Figure 2-34. Default Anonymous FTP Configuration

Pressing F1 will display the help:

This screen allows you to configure the anonymous FTP user.

The following configuration values are editable:

UID:     The user ID you wish to assign to the anonymous FTP user.
         All files uploaded will be owned by this ID.

Group:   Which group you wish the anonymous FTP user to be in.

Comment: String describing this user in /etc/passwd


FTP Root Directory:

        Where files available for anonymous FTP will be kept.

Upload subdirectory:

        Where files uploaded by anonymous FTP users will go.

The ftp root directory will be put in /var by default. If you do not have enough room there for the anticipated FTP needs, the /usr directory could be used by setting the FTP Root Directory to /usr/ftp.

When you are satisfied with the values, press Enter to continue.

                          User Confirmation Requested 
         Create a welcome message file for anonymous FTP users?

                              [ Yes ]    No

If you select [ Yes ] and press Enter, an editor will automatically start allowing you to edit the message.

Figure 2-35. Edit the FTP Welcome Message

This is a text editor called ee. Use the instructions to change the message or change the message later using a text editor of your choice. Note the file name/location at the bottom of the editor screen.

Press Esc and a pop-up menu will default to a) leave editor. Press Enter to exit and continue. Press Enter again to save changes if you made any.


2.9.5 Configure Network File System

Network File System (NFS) allows sharing of files across a network. A machine can be configured as a server, a client, or both. Refer to Section 20.6 for a more information.


2.9.5.1 NFS Server

                       User Confirmation Requested
 Do you want to configure this machine as an NFS server? 

                              Yes    [ No ]

If there is no need for a Network File System server, select [ No ] and press Enter.

If [ Yes ] is chosen, a message will pop-up indicating that the exports file must be created.

                               Message
Operating as an NFS server means that you must first configure an
/etc/exports file to indicate which hosts are allowed certain kinds of
access to your local filesystems.
Press [Enter] now to invoke an editor on /etc/exports
                               [ OK ]

Press Enter to continue. A text editor will start allowing the exports file to be created and edited.

Figure 2-36. Editing exports

Use the instructions to add the actual exported filesystems now or later using a text editor of your choice. Note the file name/location at the bottom of the editor screen.

Press Esc and a pop-up menu will default to a) leave editor. Press Enter to exit and continue.


2.9.5.2 NFS Client

The NFS client allows your machine to access NFS servers.

                       User Confirmation Requested
 Do you want to configure this machine as an NFS client? 

                              Yes   [ No ]

With the arrow keys, select [ Yes ] or [ No ] as appropriate and press Enter.


2.9.6 Security Profile

A ``security profile'' is a set of configuration options that attempts to achieve the desired ratio of security to convenience by enabling and disabling certain programs and other settings. The more severe the security profile, the fewer programs will be enabled by default. This is one of the basic principles of security: do not run anything except what you must.

Please note that the security profile is just a default setting. All programs can be enabled and disabled after you have installed FreeBSD by editing or adding the appropriate line(s) to /etc/rc.conf. For more information, please see the rc.conf(5) manual page.

The following table describes what each of the security profiles does. The columns are the choices you have for a security profile, and the rows are the program or feature that the profile enables or disables.

Table 2-4. Possible Security Profiles

  Extreme Moderate
sendmail(8) NO YES
sshd(8) NO YES
portmap(8) NO MAYBE [a]
NFS server NO YES
securelevel(8) YES [b] NO
Notes:
a. The portmapper is enabled if the machine has been configured as an NFS client or server earlier in the installation.
b. If you choose a security profile that sets the securelevel to ``Extreme'' or ``High'', you must be aware of the implications. Please read the init(8) manual page and pay particular attention to the meanings of the security levels, or you may have significant trouble later!
                       User Confirmation Requested
 Do you want to select a default security profile for this host (select
 No for "medium" security)? 

                            [ Yes ]    No

Selecting [ No ] and pressing Enter will set the security profile to medium.

Selecting [ Yes ] and pressing Enter will allow selecting a different security profile.

Figure 2-37. Security Profile Options

Press F1 to display the help. Press Enter to return to selection menu.

Use the arrow keys to choose Medium unless your are sure that another level is required for your needs. With [ OK ] highlighted, press Enter.

An appropriate confirmation message will display depending on which security setting was chosen.

                                 Message

Moderate security settings have been selected.

Sendmail and SSHd have been enabled, securelevels are
disabled, and NFS server setting have been left intact.
PLEASE NOTE that this still does not save you from having
to properly secure your system in other ways or exercise
due diligence in your administration, this simply picks
a standard set of out-of-box defaults to start with.

To change any of these settings later, edit /etc/rc.conf

                                  [OK]
                                 Message

Extreme security settings have been selected.

Sendmail, SSHd, and NFS services have been disabled, and
securelevels have been enabled.
PLEASE NOTE that this still does not save you from having
to properly secure your system in other ways or exercise
due diligence in your administration, this simply picks
a more secure set of out-of-box defaults to start with.

To change any of these settings later, edit /etc/rc.conf

                                  [OK]

Press Enter to continue with the post-installation configuration.

Warning: The security profile is not a silver bullet! Even if you use the extreme setting, you need to keep up with security issues by reading an appropriate mailing list, using good passwords and passphrases, and generally adhering to good security practices. It simply sets up the desired security to convenience ratio out of the box.


2.9.7 System Console Settings

There are several options available to customize the system console.

                      User Confirmation Requested 
       Would you like to customize your system console settings?

                              [ Yes ]  No

To view and configure the options, select [ Yes ] and press Enter.

Figure 2-38. System Console Configuration Options

A commonly used option is the screen saver. Use the arrow keys to select Saver and then press Enter.

Figure 2-39. Screen Saver Options

Select the desired screen saver using the arrow keys and then press Enter. The System Console Configuration menu will redisplay.

The default time interval is 300 seconds. To change the time interval, select Saver again. At the Screen Saver Options menu, select Timeout using the arrow keys and press Enter. A pop-up menu will appear:

Figure 2-40. Screen Saver Timeout

The value can be changed, then select [ OK ] and press Enter to return to the System Console Configuration menu.

Figure 2-41. System Console Configuration Exit

Selecting Exit and pressing Enter will continue with the post-installation configurations.


2.9.8 Setting the Time Zone

Setting the time zone for your machine will allow it to automatically correct for any regional time changes and perform other time zone related functions properly.

The example shown is for a machine located in the Eastern time zone of the United States. Your selections will vary according to your geographical location.

                      User Confirmation Requested 
          Would you like to set this machine's time zone now?

                            [ Yes ]   No

Select [ Yes ] and press Enter to set the time zone.

                       User Confirmation Requested
 Is this machine's CMOS clock set to UTC? If it is set to local time
 or you don't know, please choose NO here! 

                              Yes   [ No ]

Select [ Yes ] or [ No ] according to how the machine's clock is configured and press Enter.

Figure 2-42. Select Your Region

The appropriate region is selected using the arrow keys and then pressing Enter.

Figure 2-43. Select Your Country

Select the appropriate country using the arrow keys and press Enter.

Figure 2-44. Select Your Time Zone

The appropriate time zone is selected using the arrow keys and pressing Enter.

                            Confirmation 
            Does the abbreviation 'EDT' look reasonable?

                            [ Yes ]   No

Confirm the abbreviation for the time zone is correct. If it looks okay, press Enter to continue with the post-installation configuration.


2.9.9 Linux Compatibility

                      User Confirmation Requested 
          Would you like to enable Linux binary compatibility?

                            [ Yes ]   No

Selecting [ Yes ] and pressing Enter will allow running Linux software on FreeBSD. The install will add the appropriate packages for Linux compatibility.

If installing by FTP, the machine will need to be connected to the Internet. Sometimes a remote ftp site will not have all the distributions like the Linux binary compatibility. This can be installed later if necessary.


2.9.10 Mouse Settings

This option will allow you to cut and paste text in the console and user programs with a 3-button mouse. If using a 2-button mouse, refer to manual page, moused(8), after installation for details on emulating the 3-button style. This example depicts a non-USB mouse configuration (such as a PS/2 or COM port mouse):

                      User Confirmation Requested 
         Does this system have a non-USB mouse attached to it?

                            [ Yes ]    No

Select [ Yes ] for a non-USB mouse or [ No ] for a USB mouse and press Enter.

Figure 2-45. Select Mouse Protocol Type

Use the arrow keys to select Type and press Enter.

Figure 2-46. Set Mouse Protocol

The mouse used in this example is a PS/2 type, so the default Auto was appropriate. To change protocol, use the arrow keys to select another option. Ensure that [ OK ] is highlighted and press Enter to exit this menu.

Figure 2-47. Configure Mouse Port

Use the arrow keys to select Port and press Enter.

Figure 2-48. Setting the Mouse Port

This system had a PS/2 mouse, so the default PS/2 was appropriate. To change the port, use the arrow keys and then press Enter.

Figure 2-49. Enable the Mouse Daemon

Last, use the arrow keys to select Enable, and press Enter to enable and test the mouse daemon.

Figure 2-50. Test the Mouse Daemon

Move the mouse around the screen and verify the cursor shown responds properly. If it does, select [ Yes ] and press Enter. If not, the mouse has not been configured correctly -- select [ No ] and try using different configuration options.

Select Exit with the arrow keys and press Enter to return to continue with the post-installation configuration.


2.9.11 Configure Additional Network Services

Configuring network services can be a daunting task for new users if they lack previous knowledge in this area. Networking, including the Internet, is critical to all modern operating systems including FreeBSD; as a result, it is very useful to have some understanding FreeBSD's extensive networking capabilities. Doing this during the installation will ensure users have some understanding of the various services available to them.

Network services are programs that accept input from anywhere on the network. Every effort is made to make sure these programs will not do anything ``harmful''. Unfortunately, programmers are not perfect and through time there have been cases where bugs in network services have been exploited by attackers to do bad things. It is important that you only enable the network services you know that you need. If in doubt it is best if you do not enable a network service until you find out that you do need it. You can always enable it later by re-running sysinstall or by using the features provided by the /etc/rc.conf file.

Selecting the Networking option will display a menu similar to the one below:

Figure 2-51. Network Configuration Upper-level

The first option, Interfaces, was previously covered during the Section 2.9.1, thus this option can safely be ignored.

Selecting the AMD option adds support for the BSD automatic mount utility. This is usually used in conjunction with the NFS protocol (see below) for automatically mounting remote file systems. No special configuration is required here.

Next in line is the AMD Flags option. When selected, a menu will pop up for you to enter specific AMD flags. The menu already contains a set of default options:

-a /.amd_mnt -l syslog /host /etc/amd.map /net /etc/amd.map

The -a option sets the default mount location which is specified here as /.amd_mnt. The -l option specifies the default log file; however, when syslogd is used all log activity will be sent to the system log daemon. The /host directory is used to mount an exported file system from a remote host, while /net directory is used to mount an exported file system from an IP address. The /etc/amd.map file defines the default options for AMD exports.

The Anon FTP option permits anonymous FTP connections. Select this option to make this machine an anonymous FTP server. Be aware of the security risks involved with this option. Another menu will be displayed to explain the security risks and configuration in depth.

The Gateway configuration menu will set the machine up to be a gateway as explained previously. This can be used to unset the Gateway option if you accidentally selected it during the installation process.

The Inetd option can be used to configure or completely disable the inetd(8) daemon as discussed above.

The Mail option is used to configure the system's default MTA or Mail Transfer Agent. Selecting this option will bring up the following menu:

Figure 2-52. Select a default MTA

Here you are offered a choice as to which MTA to install and set as the default. An MTA is nothing more than a mail server which delivers email to users on the system or the Internet.

Selecting Sendmail will install the popular sendmail server which is the FreeBSD default. The Sendmail local option will set sendmail to be the default MTA, but disable its ability to receive incoming email from the Internet. The other options here, Postfix and Exim act similar to Sendmail. They both deliver email; however, some users prefer these alternatives to the sendmail MTA.

After selecting an MTA, or choosing not to select an MTA, the network configuration menu will appear with the next option being NFS client.

The NFS client option will configure the system to communicate with a server via NFS. An NFS server makes file systems available to other machines on the network via the NFS protocol. If this is a stand alone machine, this option can remain unselected. The system may require more configuration later; see Section 20.6 for more information about client and server configuration.

Below that option is the NFS server option, permitting you to set the system up as an NFS server. This adds the required information to start up the RPC remote procedure call services. RPC is used to coordinate connections between hosts and programs.

Next in line is the Ntpdate option, which deals with time synchronization. When selected, a menu like the one below shows up:

Figure 2-53. Ntpdate Configuration

From this menu, select the server which is the closest to your location. Selecting a close one will make the time synchronization more accurate as a server further from your location may have more connection latency.

The next option is the PCNFSD selection. This option will install the net/pcnfsd package from the ports collection. This is a useful utility which provides NFS authentication services for systems which are unable to provide their own, such as Microsoft's MS-DOS operating system.

Now you must scroll down a bit to see the other options:

Figure 2-54. Network Configuration Lower-level

The rpcbind(8), rpc.statd(8), and rpc.lockd(8) utilities are all used for Remote Procedure Calls (RPC). The rpcbind utility manages communication between NFS servers and clients, and is required for NFS servers to operate correctly. The rpc.statd daemon interacts with the rpc.statd daemon on other hosts to provide status monitoring. The reported status is usually held in the /var/db/statd.status file. The next option listed here is the rpc.lockd option, which, when selected, will provide file locking services. This is usually used with rpc.statd to monitor what hosts are requesting locks and how frequently they request them. While these last two options are marvelous for debugging, they are not required for NFS servers and clients to operate correctly.

As you progress down the list the next item here is Routed, which is the routing daemon. The routed(8) utility manages network routing tables, discovers multicast routers, and supplies a copy of the routing tables to any physically connected host on the network upon request. This is mainly used for machines which act as a gateway for the local network (see the icmp(4) and udp(4) manual pages). When selected, a menu will be presented requesting the default location of the utility. The default location is already defined for you and can be selected with the Enter key. You will then be presented with yet another menu, this time asking for the flags you wish to pass on to routed. The default is -q and it should already appear on the screen.

Next in line is the Rwhod option which, when selected, will start the rwhod(8) daemon during system initialization. The rwhod utility broadcasts system messages across the network periodically, or collects them when in ``consumer'' mode. More information can be found in the ruptime(1) and rwho(1) manual pages.

The next to the last option in the list is for the sshd(8) daemon. This is the secure shell server for OpenSSH and it is highly recommended over the standard telnet and FTP servers. The sshd server is used to create a secure connection from one host to another by using encrypted connections.

Finally there is the TCP Extensions option. This enables the TCP Extensions defined in RFC 1323 and RFC 1644. While on many hosts this can speed up connections, it can also cause some connections to be dropped. It is not recommended for servers, but may be beneficial for stand alone machines.

Now that you have configured the network services, you can scroll up to the very top item which is Exit and continue on to the next configuration section.


2.9.12 Configure X Server

In order to use a graphical user interface such as KDE, GNOME, or others, the X server will need to be configured.

Note: In order to run XFree86 as a non root user you will need to have x11/wrapper installed. This is installed by default beginning with FreeBSD 4.7. For earlier versions this can be added from the Package Selection menu.

To see whether your video card is supported, check the XFree86 web site.

                      User Confirmation Requested 
        Would you like to configure your X server at this time?

                            [ Yes ]   No

Warning: It is necessary to know your monitor specifications and video card information. Equipment damage can occur if settings are incorrect. If you do not have this information, select [ No ] and perform the configuration after installation when you have the information using /stand/sysinstall, selecting Configure and then XFree86. Improper configuration of the X server at this time can leave the machine in a frozen state. It is often advised to configure the X server once the installation has completed.

If you have graphics card and monitor information, select [ Yes ] and press Enter to proceed with configuring the X server.

Figure 2-55. Select Configuration Method Menu

There are several ways to configure the X server. Use the arrow keys to select one of the methods and press Enter. Be sure to read all instructions carefully.

The xf86cfg and xf86cfg -textmode methods may make the screen go dark and take a few seconds to start. Be patient.

The following will illustrate the use of the xf86config configuration tool. The configuration choices you make will depend on the hardware in the system so your choices will probably be different than those shown:

                                Message
 You have configured and been running the mouse daemon. 
 Choose "/dev/sysmouse" as the mouse port and "SysMouse" or
 "MouseSystems" as the mouse protocol in the X configuration utility. 

                                 [ OK ]

                      [ Press enter to continue ]

This indicates that the mouse daemon previously configured has been detected. Press Enter to continue.

Starting xf86config will display a brief introduction:

This program will create a basic XF86Config file, based on menu selections you
make.

The XF86Config file usually resides in /usr/X11R6/etc/X11 or /etc/X11. A sample
XF86Config file is supplied with XFree86; it is configured for a standard
VGA card and monitor with 640x480 resolution. This program will ask for a
pathname when it is ready to write the file.

You can either take the sample XF86Config as a base and edit it for your
configuration, or let this program produce a base XF86Config file for your
configuration and fine-tune it.

Before continuing with this program, make sure you know what video card
you have, and preferably also the chipset it uses and the amount of video
memory on your video card. SuperProbe may be able to help with this.

Press enter to continue, or ctrl-c to abort.

Pressing Enter will start the mouse configuration. Be sure to follow the instructions and use ``Mouse Systems'' as the mouse protocol and /dev/sysmouse as the mouse port even if using a PS/2 mouse is shown as an illustration.

First specify a mouse protocol type. Choose one from the following list:

 1.  Microsoft compatible (2-button protocol)
 2.  Mouse Systems (3-button protocol) & FreeBSD moused protocol
 3.  Bus Mouse
 4.  PS/2 Mouse
 5.  Logitech Mouse (serial, old type, Logitech protocol)
 6.  Logitech MouseMan (Microsoft compatible)
 7.  MM Series
 8.  MM HitTablet
 9.  Microsoft IntelliMouse

If you have a two-button mouse, it is most likely of type 1, and if you have
a three-button mouse, it can probably support both protocol 1 and 2. There are
two main varieties of the latter type: mice with a switch to select the
protocol, and mice that default to 1 and require a button to be held at
boot-time to select protocol 2. Some mice can be convinced to do 2 by sending
a special sequence to the serial port (see the ClearDTR/ClearRTS options).

Enter a protocol number: 2

You have selected a Mouse Systems protocol mouse. If your mouse is normally
in Microsoft-compatible mode, enabling the ClearDTR and ClearRTS options
may cause it to switch to Mouse Systems mode when the server starts.

Please answer the following question with either 'y' or 'n'.
Do you want to enable ClearDTR and ClearRTS? n

You have selected a three-button mouse protocol. It is recommended that you
do not enable Emulate3Buttons, unless the third button doesn't work.

Please answer the following question with either 'y' or 'n'.
Do you want to enable Emulate3Buttons? y

Now give the full device name that the mouse is connected to, for example
/dev/tty00. Just pressing enter will use the default, /dev/mouse.
On FreeBSD, the default is /dev/sysmouse.

Mouse device: /dev/sysmouse

The keyboard is the next item to be configured. A generic 101-key model is shown for illustration. Any name may be used for the variant or simply press Enter to accept the default value.

Please select one of the following keyboard types that is the better
description of your keyboard. If nothing really matches,
choose 1 (Generic 101-key PC)

  1  Generic 101-key PC                                
  2  Generic 102-key (Intl) PC                         
  3  Generic 104-key PC                                
  4  Generic 105-key (Intl) PC                         
  5  Dell 101-key PC                                   
  6  Everex STEPnote                                   
  7  Keytronic FlexPro                                 
  8  Microsoft Natural                                 
  9  Northgate OmniKey 101                             
 10  Winbook Model XP5                                 
 11  Japanese 106-key                                  
 12  PC-98xx Series                                    
 13  Brazilian ABNT2                                   
 14  HP Internet                                       
 15  Logitech iTouch                                   
 16  Logitech Cordless Desktop Pro                     
 17  Logitech Internet Keyboard                        
 18  Logitech Internet Navigator Keyboard              
 19  Compaq Internet                                   
 20  Microsoft Natural Pro                             
 21  Genius Comfy KB-16M                               
 22  IBM Rapid Access                                  
 23  IBM Rapid Access II                               
 24  Chicony Internet Keyboard                         
 25  Dell Internet Keyboard                            

Enter a number to choose the keyboard.

1


Please select the layout corresponding to your keyboard


  1  U.S. English                                      
  2  U.S. English w/ ISO9995-3                         
  3  U.S. English w/ deadkeys                          
  4  Albanian                                          
  5  Arabic                                            
  6  Armenian                                          
  7  Azerbaidjani                                      
  8  Belarusian                                        
  9  Belgian                                           
 10  Bengali                                           
 11  Brazilian                                         
 12  Bulgarian                                         
 13  Burmese                                           
 14  Canadian                                          
 15  Croatian                                          
 16  Czech                                             
 17  Czech (qwerty)                                    
 18  Danish                                            

Enter a number to choose the country.
Press enter for the next page

1


Please enter a variant name for 'us' layout. Or just press enter
for default variant

us


Please answer the following question with either 'y' or 'n'.
Do you want to select additional XKB options (group switcher,
group indicator, etc.)? n

Next, we proceed to the configuration for the monitor. Do not exceed the ratings of your monitor. Damage could occur. If you have any doubts, do the configuration after you have the information.

Now we want to set the specifications of the monitor. The two critical
parameters are the vertical refresh rate, which is the rate at which the
whole screen is refreshed, and most importantly the horizontal sync rate,
which is the rate at which scanlines are displayed.

The valid range for horizontal sync and vertical sync should be documented
in the manual of your monitor. If in doubt, check the monitor database
/usr/X11R6/lib/X11/doc/Monitors to see if your monitor is there.

Press enter to continue, or ctrl-c to abort.



You must indicate the horizontal sync range of your monitor. You can either
select one of the predefined ranges below that correspond to industry-
standard monitor types, or give a specific range.

It is VERY IMPORTANT that you do not specify a monitor type with a horizontal
sync range that is beyond the capabilities of your monitor. If in doubt,
choose a conservative setting.

    hsync in kHz; monitor type with characteristic modes
 1  31.5; Standard VGA, 640x480 @ 60 Hz
 2  31.5 - 35.1; Super VGA, 800x600 @ 56 Hz
 3  31.5, 35.5; 8514 Compatible, 1024x768 @ 87 Hz interlaced (no 800x600)
 4  31.5, 35.15, 35.5; Super VGA, 1024x768 @ 87 Hz interlaced, 800x600 @ 56 Hz
 5  31.5 - 37.9; Extended Super VGA, 800x600 @ 60 Hz, 640x480 @ 72 Hz
 6  31.5 - 48.5; Non-Interlaced SVGA, 1024x768 @ 60 Hz, 800x600 @ 72 Hz
 7  31.5 - 57.0; High Frequency SVGA, 1024x768 @ 70 Hz
 8  31.5 - 64.3; Monitor that can do 1280x1024 @ 60 Hz
 9  31.5 - 79.0; Monitor that can do 1280x1024 @ 74 Hz
10  31.5 - 82.0; Monitor that can do 1280x1024 @ 76 Hz
11  Enter your own horizontal sync range

Enter your choice (1-11): 6

You must indicate the vertical sync range of your monitor. You can either
select one of the predefined ranges below that correspond to industry-
standard monitor types, or give a specific range. For interlaced modes,
the number that counts is the high one (e.g. 87 Hz rather than 43 Hz).

 1  50-70
 2  50-90
 3  50-100
 4  40-150
 5  Enter your own vertical sync range

Enter your choice: 2

You must now enter a few identification/description strings, namely an
identifier, a vendor name, and a model name. Just pressing enter will fill
in default names.

The strings are free-form, spaces are allowed.
Enter an identifier for your monitor definition: Hitachi

The selection of a video card driver from a list is next. If you pass your card on the list, continue to press Enter and the list will repeat. Only an excerpt from the list is shown:

Now we must configure video card specific settings. At this point you can
choose to make a selection out of a database of video card definitions.
Because there can be variation in Ramdacs and clock generators even
between cards of the same model, it is not sensible to blindly copy
the settings (e.g. a Device section). For this reason, after you make a
selection, you will still be asked about the components of the card, with
the settings from the chosen database entry presented as a strong hint.

The database entries include information about the chipset, what driver to
run, the Ramdac and ClockChip, and comments that will be included in the
Device section. However, a lot of definitions only hint about what driver
to run (based on the chipset the card uses) and are untested.

If you can't find your card in the database, there's nothing to worry about.
You should only choose a database entry that is exactly the same model as
your card; choosing one that looks similar is just a bad idea (e.g. a
GemStone Snail 64 may be as different from a GemStone Snail 64+ in terms of
hardware as can be).

Do you want to look at the card database? y



288  Matrox Millennium G200 8MB                        mgag200
289  Matrox Millennium G200 SD 16MB                    mgag200
290  Matrox Millennium G200 SD 4MB                     mgag200
291  Matrox Millennium G200 SD 8MB                     mgag200
292  Matrox Millennium G400                            mgag400
293  Matrox Millennium II 16MB                         mga2164w
294  Matrox Millennium II 4MB                          mga2164w
295  Matrox Millennium II 8MB                          mga2164w
296  Matrox Mystique                                   mga1064sg
297  Matrox Mystique G200 16MB                         mgag200
298  Matrox Mystique G200 4MB                          mgag200
299  Matrox Mystique G200 8MB                          mgag200
300  Matrox Productiva G100 4MB                        mgag100
301  Matrox Productiva G100 8MB                        mgag100
302  MediaGX                                           mediagx
303  MediaVision Proaxcel 128                          ET6000
304  Mirage Z-128                                      ET6000
305  Miro CRYSTAL VRX                                  Verite 1000

Enter a number to choose the corresponding card definition.
Press enter for the next page, q to continue configuration.

288

Your selected card definition:

Identifier: Matrox Millennium G200 8MB
Chipset:    mgag200
Driver:     mga
Do NOT probe clocks or use any Clocks line.

Press enter to continue, or ctrl-c to abort.



Now you must give information about your video card. This will be used for
the "Device" section of your video card in XF86Config.

You must indicate how much video memory you have. It is probably a good
idea to use the same approximate amount as that detected by the server you
intend to use. If you encounter problems that are due to the used server
not supporting the amount memory you have (e.g. ATI Mach64 is limited to
1024K with the SVGA server), specify the maximum amount supported by the
server.

How much video memory do you have on your video card:

 1  256K
 2  512K
 3  1024K
 4  2048K
 5  4096K
 6  Other

Enter your choice: 6

Amount of video memory in Kbytes: 8192

You must now enter a few identification/description strings, namely an
identifier, a vendor name, and a model name. Just pressing enter will fill
in default names (possibly from a card definition).

Your card definition is Matrox Millennium G200 8MB.

The strings are free-form, spaces are allowed.
Enter an identifier for your video card definition:

Next, the video modes are set for the resolutions desired. Typically, useful ranges are 640x480, 800x600, and 1024x768 but those are a function of video card capability, monitor size, and eye comfort. When selecting a color depth, select the highest mode that your card will support.

For each depth, a list of modes (resolutions) is defined. The default
resolution that the server will start-up with will be the first listed
mode that can be supported by the monitor and card.
Currently it is set to:

"640x480" "800x600" "1024x768" "1280x1024" for 8-bit
"640x480" "800x600" "1024x768" "1280x1024" for 16-bit
"640x480" "800x600" "1024x768" "1280x1024" for 24-bit

Modes that cannot be supported due to monitor or clock constraints will
be automatically skipped by the server.

 1  Change the modes for 8-bit (256 colors)
 2  Change the modes for 16-bit (32K/64K colors)
 3  Change the modes for 24-bit (24-bit color)
 4  The modes are OK, continue.

Enter your choice: 2

Select modes from the following list:

 1  "640x400"
 2  "640x480"
 3  "800x600"
 4  "1024x768"
 5  "1280x1024"
 6  "320x200"
 7  "320x240"
 8  "400x300"
 9  "1152x864"
 a  "1600x1200"
 b  "1800x1400"
 c  "512x384"

Please type the digits corresponding to the modes that you want to select.
For example, 432 selects "1024x768" "800x600" "640x480", with a
default mode of 1024x768.

Which modes? 432

You can have a virtual screen (desktop), which is screen area that is larger
than the physical screen and which is panned by moving the mouse to the edge
of the screen. If you don't want virtual desktop at a certain resolution,
you cannot have modes listed that are larger. Each color depth can have a
differently-sized virtual screen

Please answer the following question with either 'y' or 'n'.
Do you want a virtual screen that is larger than the physical screen? n



For each depth, a list of modes (resolutions) is defined. The default
resolution that the server will start-up with will be the first listed
mode that can be supported by the monitor and card.
Currently it is set to:

"640x480" "800x600" "1024x768" "1280x1024" for 8-bit
"1024x768" "800x600" "640x480" for 16-bit
"640x480" "800x600" "1024x768" "1280x1024" for 24-bit

Modes that cannot be supported due to monitor or clock constraints will
be automatically skipped by the server.

 1  Change the modes for 8-bit (256 colors)
 2  Change the modes for 16-bit (32K/64K colors)
 3  Change the modes for 24-bit (24-bit color)
 4  The modes are OK, continue.

Enter your choice: 4



Please specify which color depth you want to use by default:

  1  1 bit (monochrome)                                
  2  4 bits (16 colors)                                
  3  8 bits (256 colors)                               
  4  16 bits (65536 colors)                            
  5  24 bits (16 million colors)                       

Enter a number to choose the default depth.

4

Finally, the configuration needs to be saved. Be sure to enter /etc/XF86Config as the location for saving the configuration.

I am going to write the XF86Config file now. Make sure you don't accidently
overwrite a previously configured one.

Shall I write it to /etc/X11/XF86Config? y

If the configuration fails, you can try the configuration again by selecting [ Yes ] when the following message appears:

          User Confirmation Requested
The XFree86 configuration process seems to have
failed.  Would you like to try again?

             [ Yes ]         No

If you have trouble configuring XFree86, select [ No ] and press Enter and continue with the installation process. After installation you can use xf86cfg -textmode or xf86config to access the command line configuration utilities as root. There is an additional method for configuring XFree86 described in Chapter 5. If you choose not to configure XFree86 at this time the next menu will be for package selection.

The default setting which allows the server to be killed is the hotkey sequence Ctrl+Alt+Backspace. This can be executed if something is wrong with the server settings and prevent hardware damage.

The default setting that allows video mode switching will permit changing of the mode while running X with the hotkey sequence Ctrl+Alt++ or Ctrl+Alt+-.

After installation, the display can be adjusted for height, width, or centering by using xvidtune after you have XFree86 running with xvidtune.

There are warnings that improper settings can damage your equipment. Heed them. If in doubt, do not do it. Instead, use the monitor controls to adjust the display for X Window. There may be some display differences when switching back to text mode, but it is better than damaging equipment.

Read the xvidtune(1) manual page before making any adjustments.

Following a successful XFree86 configuration, it will proceed to the selection of a default desktop.


2.9.13 Select Default X Desktop

There are a variety of window managers available. They range from very basic environments to full desktop environments with a large suite of software. Some require only minimal disk space and low memory while others with more features require much more. The best way to determine which is most suitable for you is to try a few different ones. Those are available from the ports collection or as packages and can be added after installation.

You can select one of the popular desktops to be installed and configured as the default desktop. This will allow you to start it right after installation.

Figure 2-56. Select Default Desktop

Use the arrow keys to select a desktop and press Enter. Installation of the selected desktop will proceed.


2.9.14 Install Packages

Packages are pre-compiled binaries and are a convenient way to install software.

Installation of one package is shown for purposes of illustration. Additional packages can also be added at this time if desired. After installation /stand/sysinstall can be used to add additional packages.

                     User Confirmation Requested
 The FreeBSD package collection is a collection of hundreds of
 ready-to-run applications, from text editors to games to WEB servers
 and more. Would you like to browse the collection now? 

                            [ Yes ]   No

Selecting [ Yes ] and pressing Enter will be followed by the Package Selection screens:

Figure 2-57. Select Package Category

Only packages on the current installation media are available for installation at any given time.

All packages available will be displayed if All is selected or you can select a particular category. Highlight your selection with the arrow keys and press Enter.

A menu will display showing all the packages available for the selection made:

Figure 2-58. Select Packages

The bash shell is shown selected. Select as many as desired by highlighting the package and pressing the Space key. A short description of each package will appear in the lower left corner of the screen.

Pressing the Tab key will toggle between the last selected package, [ OK ], and [ Cancel ].

When you have finished marking the packages for installation, press Tab once to toggle to the [ OK ] and press Enter to return to the Package Selection menu.

The left and right arrow keys will also toggle between [ OK ] and [ Cancel ]. This method can also be used to select [ OK ] and press Enter to return to the Package Selection menu.

Figure 2-59. Install Packages

Use the Tab and arrow keys to select [ Install ] and press Enter. You will then need to confirm that you want to install the packages:

Figure 2-60. Confirm Package Installation

Selecting [ OK ] and pressing Enter will start the package installation. Installing messages will appear until completed. Make note if there are any error messages.

The final configuration continues after packages are installed. If you end up not selecting any packages, and wish to return to the final configuration, select Install anyways.


2.9.15 Add Users/Groups

You should add at least one user during the installation so that you can use the system without being logged in as root. The root partition is generally small and running applications as root can quickly fill it. A bigger danger is noted below:

                     User Confirmation Requested
 Would you like to add any initial user accounts to the system? Adding
 at least one account for yourself at this stage is suggested since
 working as the "root" user is dangerous (it is easy to do things which
 adversely affect the entire system). 

                            [ Yes ]   No

Select [ Yes ] and press Enter to continue with adding a user.

Figure 2-61. Select User

Select User with the arrow keys and press Enter.

Figure 2-62. Add User Information

The following descriptions will appear in the lower part of the screen as the items are selected with Tab to assist with entering the required information:

Login ID

The login name of the new user (mandatory).

UID

The numerical ID for this user (leave blank for automatic choice).

Group

The login group name for this user (leave blank for automatic choice).

Password

The password for this user (enter this field with care!).

Full name

The user's full name (comment).

Member groups

The groups this user belongs to (i.e. gets access rights for).

Home directory

The user's home directory (leave blank for default).

Login shell

The user's login shell (leave blank for default, e.g. /bin/sh).

The login shell was changed from /bin/sh to /usr/local/bin/bash to use the bash shell that was previously installed as a package. Do not try to use a shell that does not exist or you will not be able to login. The most common shell used in the BSD-world is the C shell, which can be indicated as /bin/tcsh.

The user was also added to the wheel group to be able to become a superuser with root privileges.

When you are satisfied, press [ OK ] and the User and Group Management menu will redisplay:

Figure 2-63. Exit User and Group Management

Groups can also be added at this time if specific needs are known. Otherwise, this may be accessed through using /stand/sysinstall after installation is completed.

When you are finished adding users, select Exit with the arrow keys and press Enter to continue the installation.


2.9.16 Set the root Password

                        Message
 Now you must set the system manager's password.  
 This is the password you'll use to log in as "root". 

                         [ OK ] 

               [ Press enter to continue ]

Press Enter to set the root password.

The password will need to be typed in twice correctly. Needless to say, make sure you have a way of finding the password if you forget.

Changing local password for root. 
New password : 
Retype new password :

The installation will continue after the password is successfully entered.


2.9.17 Exiting Install

If you need to configure additional network devices or any other configuration, you can do it at this point or after installation with /stand/sysinstall.

                     User Confirmation Requested
 Visit the general configuration menu for a chance to set any last
 options? 

                              Yes   [ No ]

Select [ No ] with the arrow keys and press Enter to return to the Main Installation Menu.

Figure 2-64. Exit Install

Select [X Exit Install] with the arrow keys and press Enter. You will be asked to confirm exiting the installation:

                     User Confirmation Requested
 Are you sure you wish to exit? The system will reboot (be sure to  
 remove any floppies from the drives). 

                            [ Yes ]   No

Select [ Yes ] and remove the floppy if booting from the floppy. The CDROM drive is locked until the machine starts to reboot. The CDROM drive is then unlocked and the disk can be removed from drive (quickly).

The system will reboot so watch for any error messages that may appear.


2.9.18 FreeBSD Bootup

2.9.18.1 FreeBSD Bootup on the i386

If everything went well, you will see messages scroll off the screen and you will arrive at a login prompt. You can view the content of the messages by pressing Scroll-Lock and using PgUp and PgDn. Pressing Scroll-Lock again will return to the prompt.

The entire message may not display (buffer limitation) but it can be viewed from the command line after logging in by typing dmesg at the prompt.

Login using the username/password you set during installation (rpratt, in this example). Avoid logging in as root except when necessary.

Typical boot messages (version information omitted):

Copyright (c) 1992-2002 The FreeBSD Project. 
Copyright (c) 1979, 1980, 1983, 1986, 1988, 1989, 1991, 1992, 1993, 1994
        The Regents of the University of California. All rights reserved. 

Timecounter "i8254"  frequency 1193182 Hz
CPU: AMD-K6(tm) 3D processor (300.68-MHz 586-class CPU)
  Origin = "AuthenticAMD"  Id = 0x580  Stepping = 0
  Features=0x8001bf<FPU,VME,DE,PSE,TSC,MSR,MCE,CX8,MMX> 
  AMD Features=0x80000800<SYSCALL,3DNow!> 
real memory  = 268435456 (262144K bytes) 
config> di sn0 
config> di lnc0 
config> di le0 
config> di ie0 
config> di fe0 
config> di cs0 
config> di bt0  
config> di aic0 
config> di aha0 
config> di adv0 
config> q 
avail memory = 256311296 (250304K bytes)
Preloaded elf kernel "kernel" at 0xc0491000. 
Preloaded userconfig_script "/boot/kernel.conf" at 0xc049109c. 
md0: Malloc disk 
Using $PIR table, 4 entries at 0xc00fde60
npx0: <math processor> on motherboard 
npx0: INT 16 interface 
pcib0: <Host to PCI bridge> on motherboard 
pci0: <PCI bus> on pcib0 
pcib1: <VIA 82C598MVP (Apollo MVP3) PCI-PCI (AGP) bridge> at device 1.0 on pci0 
pci1: <PCI bus> on pcib1 
pci1: <Matrox MGA G200 AGP graphics accelerator> at 0.0 irq 11 
isab0: <VIA 82C586 PCI-ISA bridge> at device 7.0 on pci0 
isa0: <ISA bus> on isab0 
atapci0: <VIA 82C586 ATA33 controller> port 0xe000-0xe00f at device 7.1 on pci0 
ata0: at 0x1f0 irq 14 on atapci0 
ata1: at 0x170 irq 15 on atapci0 
uhci0: <VIA 83C572 USB controller> port 0xe400-0xe41f irq 10 at device 7.2 on pci0 
usb0: <VIA 83C572 USB controller> on uhci0 
usb0: USB revision 1.0 
uhub0: VIA UHCI root hub, class 9/0, rev 1.00/1.00, addr 1 
uhub0: 2 ports with 2 removable, self powered 
chip1: <VIA 82C586B ACPI interface> at device 7.3 on pci0 
ed0: <NE2000 PCI Ethernet (RealTek 8029)> port 0xe800-0xe81f irq 9 at
device 10.0 on pci0 
ed0: address 52:54:05:de:73:1b, type NE2000 (16 bit) 
isa0: too many dependant configs (8) 
isa0: unexpected small tag 14 
fdc0: <NEC 72065B or clone> at port 0x3f0-0x3f5,0x3f7 irq 6 drq 2 on isa0
fdc0: FIFO enabled, 8 bytes threshold 
fd0: <1440-KB 3.5" drive> on fdc0 drive 0 
atkbdc0: <keyboard controller (i8042)> at port 0x60-0x64 on isa0 
atkbd0: <AT Keyboard> flags 0x1 irq 1 on atkbdc0 
kbd0 at atkbd0 
psm0: <PS/2 Mouse> irq 12 on atkbdc0 
psm0: model Generic PS/2 mouse, device ID 0 
vga0: <Generic ISA VGA> at port 0x3c0-0x3df iomem 0xa0000-0xbffff on isa0
sc0: <System console> at flags 0x1 on isa0 
sc0: VGA <16 virtual consoles, flags=0x300> 
sio0 at port 0x3f8-0x3ff irq 4 flags 0x10 on isa0 
sio0: type 16550A 
sio1 at port 0x2f8-0x2ff irq 3 on isa0 
sio1: type 16550A 
ppc0: <Parallel port> at port 0x378-0x37f irq 7 on isa0 
ppc0: SMC-like chipset (ECP/EPP/PS2/NIBBLE) in COMPATIBLE mode 
ppc0: FIFO with 16/16/15 bytes threshold 
ppbus0: IEEE1284 device found /NIBBLE
Probing for PnP devices on ppbus0: 
plip0: <PLIP network interface> on ppbus0 
lpt0: <Printer> on ppbus0 
lpt0: Interrupt-driven port 
ppi0: <Parallel I/O> on ppbus0
ad0: 8063MB <IBM-DHEA-38451> [16383/16/63] at ata0-master using UDMA33 
ad2: 8063MB <IBM-DHEA-38451> [16383/16/63] at ata1-master using UDMA33 
acd0: CDROM <DELTA OTC-H101/ST3 F/W by OIPD> at ata0-slave using PIO4 
Mounting root from ufs:/dev/ad0s1a 
swapon: adding /dev/ad0s1b as swap device 
Automatic boot in progress... 
/dev/ad0s1a: FILESYSTEM CLEAN; SKIPPING CHECKS 
/dev/ad0s1a: clean, 48752 free (552 frags, 6025 blocks, 0.9% fragmentation)
/dev/ad0s1f: FILESYSTEM CLEAN; SKIPPING CHECKS 
/dev/ad0s1f: clean, 128997 free (21 frags, 16122 blocks, 0.0% fragmentation)
/dev/ad0s1g: FILESYSTEM CLEAN; SKIPPING CHECKS
/dev/ad0s1g: clean, 3036299 free (43175 frags, 374073 blocks, 1.3% fragmentation)
/dev/ad0s1e: filesystem CLEAN; SKIPPING CHECKS 
/dev/ad0s1e: clean, 128193 free (17 frags, 16022 blocks, 0.0% fragmentation)
Doing initial network setup: hostname. 
ed0: flags=8843<UP,BROADCAST,RUNNING,SIMPLEX,MULTICAST> mtu 1500
        inet 192.168.0.1 netmask 0xffffff00 broadcast 192.168.0.255
        inet6 fe80::5054::5ff::fede:731b%ed0 prefixlen 64 tentative scopeid 0x1
        ether 52:54:05:de:73:1b
lo0: flags=8049<UP,LOOPBACK,RUNNING,MULTICAST> mtu 16384 
        inet6 fe80::1%lo0 prefixlen 64 scopeid 0x8 
        inet6 ::1 prefixlen 128 
        inet 127.0.0.1 netmask 0xff000000 
Additional routing options: IP gateway=YES TCP keepalive=YES
routing daemons:. 
additional daemons: syslogd. 
Doing additional network setup:. 
Starting final network daemons: creating ssh RSA host key 
Generating public/private rsa1 key pair.
Your identification has been saved in /etc/ssh/ssh_host_key. 
Your public key has been saved in /etc/ssh/ssh_host_key.pub. 
The key fingerprint is: 
cd:76:89:16:69:0e:d0:6e:f8:66:d0:07:26:3c:7e:2d root@k6-2.example.com
 creating ssh DSA host key 
Generating public/private dsa key pair.
Your identification has been saved in /etc/ssh/ssh_host_dsa_key. 
Your public key has been saved in /etc/ssh/ssh_host_dsa_key.pub. 
The key fingerprint is: 
f9:a1:a9:47:c4:ad:f9:8d:52:b8:b8:ff:8c:ad:2d:e6 root@k6-2.example.com.
setting ELF ldconfig path: /usr/lib /usr/lib/compat /usr/X11R6/lib
/usr/local/lib 
a.out ldconfig path: /usr/lib/aout /usr/lib/compat/aout /usr/X11R6/lib/aout 
starting standard daemons: inetd cron sshd usbd sendmail.
Initial rc.i386 initialization:. 
rc.i386 configuring syscons: blank_time screensaver moused. 
Additional ABI support: linux. 
Local package initialization:. 
Additional TCP options:. 

FreeBSD/i386 (k6-2.example.com) (ttyv0)

login: rpratt 
Password:

Generating the RSA and DSA keys may take some time on slower machines. This happens only on the initial boot-up of a new installation. Subsequent boots will be faster.

If the X server has been configured and a Default Desktop chosen, it can be started by typing startx at the command line.


2.9.18.2 Bootup of FreeBSD on the Alpha

Once the install procedure has finished, you will be able to start FreeBSD by typing something like this to the SRM prompt:

>>>BOOT DKC0

This instructs the firmware to boot the specified disk. To make FreeBSD boot automatically in the future, use these commands:

>>> SET BOOT_OSFLAGS A
>>> SET BOOT_FILE ''
>>> SET BOOTDEF_DEV DKC0
>>> SET AUTO_ACTION BOOT

The boot messages will be similar (but not identical) to those produced by FreeBSD booting on the i386.


2.9.19 FreeBSD Shutdown

It is important to properly shutdown the operating system. Do not just turn off power. First, become a superuser by typing su at the command line and entering the root password. This will work only if the user is a member of the wheel group. Otherwise, login as root and use shutdown -h now.

The operating system has halted. 
Please press any key to reboot.

It is safe to turn off the power after the shutdown command has been issued and the message ``Please press any key to reboot'' appears. If any key is pressed instead of turning off the power switch, the system will reboot.

You could also use the Ctrl+Alt+Del key combination to reboot the system, however this is not recommended during normal operation.


2.10 Supported Hardware

FreeBSD currently runs on a wide variety of ISA, VLB, EISA, and PCI bus-based PCs with Intel, AMD, Cyrix, or NexGen ``x86'' processors, as well as a number of machines based on the Compaq Alpha processor. Support for generic IDE or ESDI drive configurations, various SCSI controllers, PCMCIA cards, USB devices, and network and serial cards is also provided. FreeBSD also supports IBM's microchannel (MCA) bus.

A list of supported hardware is provided with each FreeBSD release in the FreeBSD Hardware Notes. This document can usually be found in a file named HARDWARE.TXT, in the top-level directory of a CDROM or FTP distribution or in sysinstall's documentation menu. It lists, for a given architecture, what hardware devices are known to be supported by each release of FreeBSD. Copies of the supported hardware list for various releases and architectures can also be found on the Release Information page of the FreeBSD Web site.


2.11 Troubleshooting

The following section covers basic installation troubleshooting, such as common problems people have reported. There are also a few questions and answers for people wishing to dual-boot FreeBSD with MS-DOS.


2.11.1 What to Do If Something Goes Wrong

Due to various limitations of the PC architecture, it is impossible for probing to be 100% reliable, however, there are a few things you can do if it fails.

Check the Hardware Notes document for your version of FreeBSD to make sure your hardware is supported.

If your hardware is supported and you still experience lock-ups or other problems, reset your computer, and when the visual kernel configuration option is given, choose it. This will allow you to go through your hardware and supply information to the system about it. The kernel on the boot disks is configured assuming that most hardware devices are in their factory default configuration in terms of IRQs, IO addresses, and DMA channels. If your hardware has been reconfigured, you will most likely need to use the configuration editor to tell FreeBSD where to find things.

It is also possible that a probe for a device not present will cause a later probe for another device that is present to fail. In that case, the probes for the conflicting driver(s) should be disabled.

Note: Some installation problems can be avoided or alleviated by updating the firmware on various hardware components, most notably the motherboard. The motherboard firmware may also be referred to as BIOS and most of the motherboard or computer manufactures have a website where the upgrades and upgrade information may be located.

Most manufacturers strongly advise against upgrading the motherboard BIOS unless there is a good reason for doing so, which could possibly be a critical update of sorts. The upgrade process can go wrong, causing permanent damage to the BIOS chip.

Warning: Do not disable any drivers you will need during the installation, such as your screen (sc0). If the installation wedges or fails mysteriously after leaving the configuration editor, you have probably removed or changed something you should not have. Reboot and try again.

In configuration mode, you can:

  • List the device drivers installed in the kernel.

  • Disable device drivers for hardware that is not present in your system.

  • Change IRQs, DRQs, and IO port addresses used by a device driver.

After adjusting the kernel to match your hardware configuration, type Q to boot with the new settings. Once the installation has completed, any changes you made in the configuration mode will be permanent so you do not have to reconfigure every time you boot. It is still highly likely that you will eventually want to build a custom kernel.


2.11.2 Dealing with Existing MS-DOS® Partitions

Many users wish to install FreeBSD on PCs inhabited by Microsoft based operating systems. For those instances, FreeBSD has a utility known as FIPS. This utility can be found in the tools directory on the install CD-ROM, or downloaded from one of various FreeBSD mirrors.

The FIPS utility allows you to split an existing MS-DOS partition into two pieces, preserving the original partition and allowing you to install onto the second free piece. You first need to defragment your MS-DOS partition using the Windows; Disk Defragmenter utility (go into Explorer, right-click on the hard drive, and choose to defrag your hard drive), or use Norton Disk Tools. Now you can run the FIPS utility. It will prompt you for the rest of the information, just follow the on screen instructions. Afterwards, you can reboot and install FreeBSD on the new free slice. See the Distributions menu for an estimate of how much free space you will need for the kind of installation you want.

There is also a very useful product from PowerQuest (http://www.powerquest.com) called PartitionMagic. This application has far more functionality than FIPS, and is highly recommended if you plan to add/remove operating systems often. It does cost money, so if you plan to install FreeBSD and keep it installed, FIPS will probably be fine for you.


2.11.3 Using MS-DOS and Windows® File Systems

At this time, FreeBSD does not support file systems compressed with the Double Space™ application. Therefore the file system will need to be uncompressed before FreeBSD can access the data. This can be done by running the Compression Agent located in the Start> Programs > System Tools menu.

FreeBSD can support MS-DOS based file systems. This requires you use the mount_msdos(8) command (in FreeBSD 5.X, the command is mount_msdosfs(8)) with the required parameters. The utilities most common usage is:

# mount_msdos /dev/ad0s1 /mnt

In this example, the MS-DOS file system is located on the first partition of the primary hard disk. Your situation may be different, check the output from the dmesg, and mount commands. They should produce enough information too give an idea of the partition layout.

Note: Extended MS-DOS file systems are usually mapped after the FreeBSD partitions. In other words, the slice number may be higher than the ones FreeBSD is using. For instance, the first MS-DOS partition may be /dev/ad0s1, the FreeBSD partition may be /dev/ad0s2, with the extended MS-DOS partition being located on /dev/ad0s3. To some, this can be confusing at first.

NTFS partitions can also be mounted in a similar manner using the mount_ntfs(8) command.


2.11.4 Alpha User's Questions and Answers

This section answers some commonly asked questions about installing FreeBSD on Alpha systems.

2.11.4.1. Can I boot from the ARC or Alpha BIOS Console?
2.11.4.2. Help, I have no space! Do I need to delete everything first?
2.11.4.3. Can I mount my Compaq Tru64 or VMS filesystems?

2.11.4.1. Can I boot from the ARC or Alpha BIOS Console?

No. FreeBSD, like Compaq Tru64 and VMS, will only boot from the SRM console.

2.11.4.2. Help, I have no space! Do I need to delete everything first?

Unfortunately, yes.

2.11.4.3. Can I mount my Compaq Tru64 or VMS filesystems?

No, not at this time.


2.12 Advanced Installation Guide

Contributed by Valentino Vaschetto.

This section describes how to install FreeBSD in exceptional cases.


2.12.1 Installing FreeBSD on a System without a Monitor or Keyboard

This type of installation is called a ``headless install'', because the machine that you are trying to install FreeBSD on either does not have a monitor attached to it, or does not even have a VGA output. How is this possible you ask? Using a serial console. A serial console is basically using another machine to act as the main display and keyboard for a system. To do this, just follow the steps to create installation floppies, explained in Section 2.2.7.

To modify these floppies to boot into a serial console, follow these steps:

  1. Enabling the Boot Floppies to Boot into a Serial Console

    If you were to boot into the floppies that you just made, FreeBSD would boot into its normal install mode. We want FreeBSD to boot into a serial console for our install. To do this, you have to mount the kern.flp floppy onto your FreeBSD system using the mount(8) command.

    # mount /dev/fd0 /mnt
    

    Now that you have the floppy mounted, you must change into the /mnt directory:

    # cd /mnt
    

    Here is where you must set the floppy to boot into a serial console. You have to make a file called boot.config containing /boot/loader -h. All this does is pass a flag to the bootloader to boot into a serial console.

    # echo "/boot/loader -h" > boot.config
    

    Now that you have your floppy configured correctly, you must unmount the floppy using the umount(8) command:

    # cd /
    # umount /mnt
    

    Now you can remove the floppy from the floppy drive.

  2. Connecting Your Null Modem Cable

    You now need to connect a null modem cable between the two machines. Just connect the cable to the serial ports of the 2 machines. A normal serial cable will not work here, you need a null modem cable because it has some of the wires inside crossed over.

  3. Booting Up for the Install

    It is now time to go ahead and start the install. Put the kern.flp floppy in the floppy drive of the machine you are doing the headless install on, and power on the machine.

  4. Connecting to Your Headless Machine

    Now you have to connect to that machine with cu(1):

    # cu -l /dev/cuaa0
    

That's it! You should now be able to control the headless machine through your cu session. It will ask you to put in the mfsroot.flp, and then it will come up with a selection of what kind of terminal to use. Select the FreeBSD color console and proceed with your install!


2.13 Preparing Your Own Installation Media

Note: To prevent repetition, ``FreeBSD disk'' in this context means a FreeBSD CDROM or DVD that you have purchased or produced yourself.

There may be some situations in which you need to create your own FreeBSD installation media and/or source. This might be physical media, such as a tape, or a source that sysinstall can use to retrieve the files, such as a local FTP site, or an MS-DOS partition.

For example:

  • You have many machines connected to your local network, and one FreeBSD disk. You want to create a local FTP site using the contents of the FreeBSD disk, and then have your machines use this local FTP site instead of needing to connect to the Internet.

  • You have a FreeBSD disk, and FreeBSD does not recognize your CD/DVD drive, but MS-DOS/Windows does. You want to copy the FreeBSD installations files to a DOS partition on the same computer, and then install FreeBSD using those files.

  • The computer you want to install on does not have a CD/DVD drive or a network card, but you can connect a ``Laplink-style'' serial or parallel cable to a computer that does.

  • You want to create a tape that can be used to install FreeBSD.


2.13.1 Creating an Installation CDROM

As part of each release, the FreeBSD project makes available two CDROM images (``ISO images''). These images can be written (``burned'') to CDs if you have a CD writer, and then used to install FreeBSD. If you have a CD writer, and bandwidth is cheap, then this is the easiest way to install FreeBSD.

  1. Download the Correct ISO Images

    The ISO images for each release can be downloaded from ftp://ftp.FreeBSD.org/pub/FreeBSD/ISO-IMAGES-arch/version or the closest mirror. Substitute arch and version as appropriate.

    That directory will normally contain the following images:

    Table 2-5. FreeBSD ISO Image Names and Meanings

    Filename Contains
    version-mini.iso Everything you need to install FreeBSD.
    version-disc1.iso Everything you need to install FreeBSD, and as many additional third party packages as would fit on the disc.
    version-disc2.iso A ``live filesystem'', which is used in conjunction with the ``Repair'' facility in sysinstall. A copy of the FreeBSD CVS tree. As many additional third party packages as would fit on the disc.

    You must download one of either the mini ISO image, or the image of disc one. Do not download both of them, since the disc one image contains everything that the mini ISO image contains.

    Use the mini ISO if Internet access is cheap for you. It will let you install FreeBSD, and you can then install third party packages by downloading them using the ports/packages system (see Chapter 4) as necessary.

    Use the image of disc one if you want a reasonable selection of third party packages on the disc as well.

    The additional disc images are useful, but not essential, especially if you have high-speed access to the Internet.

  2. Write the CDs

    You must then write the CD images to disc. If you will be doing this on another FreeBSD system then see Section 13.5 for more information (in particular, Section 13.5.3 and Section 13.5.4).

    If you will be doing this on another platform then you will need to use whatever utilities exist to control your CD writer on that platform. The images provided are in the standard ISO format, which many CD writing applications support.


2.13.2 Creating a Local FTP Site with a FreeBSD Disk

FreeBSD disks are laid out in the same way as the FTP site. This makes it very easy for you to create a local FTP site that can be used by other machines on your network when installing FreeBSD.

  1. On the FreeBSD computer that will host the FTP site, ensure that the CDROM is in the drive, and mounted on /cdrom.

    # mount /cdrom
    
  2. Create an account for anonymous FTP in /etc/passwd. Do this by editing /etc/passwd using vipw(8) and adding this line.

    ftp:*:99:99::0:0:FTP:/cdrom:/nonexistent
    
  3. Ensure that the FTP service is enabled in /etc/inetd.conf.

Anyone with network connectivity to your machine can now chose a media type of FTP and type in ftp://your machine after picking ``Other'' in the FTP sites menu during the install.

Warning: This approach is OK for a machine that is on your local network, and that is protected by your firewall. Offering up FTP services to other machines over the Internet (and not your local network) exposes your computer to the attention of crackers and other undesirables. We strongly recommend that you follow good security practices if you do this.


2.13.3 Creating Installation Floppies

If you must install from floppy disk (which we suggest you do not do), either due to unsupported hardware or simply because you insist on doing things the hard way, you must first prepare some floppies for the installation.

At a minimum, you will need as many 1.44 MB or 1.2 MB floppies as it takes to hold all the files in the bin (binary distribution) directory. If you are preparing the floppies from DOS, then they MUST be formatted using the MS-DOS FORMAT command. If you are using Windows, use Explorer to format the disks (right-click on the A: drive, and select ``Format''.

Do not trust factory pre-formatted floppies. Format them again yourself, just to be sure. Many problems reported by our users in the past have resulted from the use of improperly formatted media, which is why we are making a point of it now.

If you are creating the floppies on another FreeBSD machine, a format is still not a bad idea, though you do not need to put a DOS filesystem on each floppy. You can use the disklabel and newfs commands to put a UFS filesystem on them instead, as the following sequence of commands (for a 3.5" 1.44 MB floppy) illustrates:

# fdformat -f 1440 fd0.1440
# disklabel -w -r fd0.1440 floppy3
# newfs -t 2 -u 18 -l 1 -i 65536 /dev/fd0

Note: Use fd0.1200 and floppy5 for 5.25" 1.2 MB disks.

Then you can mount and write to them like any other filesystem.

After you have formatted the floppies, you will need to copy the files to them. The distribution files are split into chunks conveniently sized so that five of them will fit on a conventional 1.44 MB floppy. Go through all your floppies, packing as many files as will fit on each one, until you have all of the distributions you want packed up in this fashion. Each distribution should go into a subdirectory on the floppy, e.g.: a:\bin\bin.aa, a:\bin\bin.ab, and so on.

Once you come to the Media screen during the install process, select ``Floppy'' and you will be prompted for the rest.


2.13.4 Installing from an MS-DOS Partition

To prepare for an installation from an MS-DOS partition, copy the files from the distribution into a directory called freebsd in the root directory of the partition. For example, c:\freebsd. The directory structure of the CDROM or FTP site must be partially reproduced within this directory, so we suggest using the DOS xcopy command if you are copying it from a CD. For example, to prepare for a minimal installation of FreeBSD:

C:\> md c:\freebsd
C:\> xcopy e:\bin c:\freebsd\bin\ /s
C:\> xcopy e:\manpages c:\freebsd\manpages\ /s

Assuming that C: is where you have free space and E: is where your CDROM is mounted.

If you do not have a CDROM drive, you can download the distribution from ftp.FreeBSD.org. Each distribution is in its own directory; for example, the base distribution can be found in the 5.2.1/base/ directory.

Note: In the 4.X and older releases of FreeBSD the ``base'' distribution is called ``bin''. Adjust the sample commands and URLs above accordingly, if you are using one of these versions.

For as many distributions you wish to install from an MS-DOS partition (and you have the free space for), install each one under c:\freebsd -- the BIN distribution is the only one required for a minimum installation.


2.13.5 Creating an Installation Tape

Installing from tape is probably the easiest method, short of an online FTP install or CDROM install. The installation program expects the files to be simply tarred onto the tape. After getting all of the distribution files you are interested in, simply tar them onto the tape:

# cd /freebsd/distdir
# tar cvf /dev/rwt0 dist1 ... dist2

When you perform the installation, you should make sure that you leave enough room in some temporary directory (which you will be allowed to choose) to accommodate the full contents of the tape you have created. Due to the non-random access nature of tapes, this method of installation requires quite a bit of temporary storage. You should expect to require as much temporary storage as you have data written on tape.

Note: When starting the installation, the tape must be in the drive before booting from the boot floppy. The installation probe may otherwise fail to find it.


2.13.6 Before Installing over a Network

There are three types of network installations available. Serial port (SLIP or PPP), Parallel port (PLIP (laplink cable)), or Ethernet (a standard Ethernet controller (includes some PCMCIA)).

The SLIP support is rather primitive, and limited primarily to hard-wired links, such as a serial cable running between a laptop computer and another computer. The link should be hard-wired as the SLIP installation does not currently offer a dialing capability; that facility is provided with the PPP utility, which should be used in preference to SLIP whenever possible.

If you are using a modem, then PPP is almost certainly your only choice. Make sure that you have your service provider's information handy as you will need to know it fairly early in the installation process.

If you use PAP or CHAP to connect your ISP (in other words, if you can connect to the ISP in Windows without using a script), then all you will need to do is type in dial at the ppp prompt. Otherwise, you will need to know how to dial your ISP using the ``AT commands'' specific to your modem, as the PPP dialer provides only a very simple terminal emulator. Please refer to the user-ppp handbook and FAQ entries for further information. If you have problems, logging can be directed to the screen using the command set log local ....

If a hard-wired connection to another FreeBSD (2.0-R or later) machine is available, you might also consider installing over a ``laplink'' parallel port cable. The data rate over the parallel port is much higher than what is typically possible over a serial line (up to 50 kbytes/sec), thus resulting in a quicker installation.

Finally, for the fastest possible network installation, an Ethernet adapter is always a good choice! FreeBSD supports most common PC Ethernet cards; a table of supported cards (and their required settings) is provided in the Hardware Notes for each release of FreeBSD. If you are using one of the supported PCMCIA Ethernet cards, also be sure that it is plugged in before the laptop is powered on! FreeBSD does not, unfortunately, currently support hot insertion of PCMCIA cards during installation.

You will also need to know your IP address on the network, the netmask value for your address class, and the name of your machine. If you are installing over a PPP connection and do not have a static IP, fear not, the IP address can be dynamically assigned by your ISP. Your system administrator can tell you which values to use for your particular network setup. If you will be referring to other hosts by name rather than IP address, you will also need a name server and possibly the address of a gateway (if you are using PPP, it is your provider's IP address) to use in talking to it. If you want to install by FTP via a HTTP proxy, you will also need the proxy's address. If you do not know the answers to all or most of these questions, then you should really probably talk to your system administrator or ISP before trying this type of installation.


2.13.6.1 Before Installing via NFS

The NFS installation is fairly straight-forward. Simply copy the FreeBSD distribution files you want onto an NFS server and then point the NFS media selection at it.

If this server supports only ``privileged port'' (as is generally the default for Sun workstations), you will need to set this option in the Options menu before installation can proceed.

If you have a poor quality Ethernet card which suffers from very slow transfer rates, you may also wish to toggle the appropriate Options flag.

In order for NFS installation to work, the server must support subdir mounts, for example, if your FreeBSD 5.2.1 distribution directory lives on: ziggy:/usr/archive/stuff/FreeBSD, then ziggy will have to allow the direct mounting of /usr/archive/stuff/FreeBSD, not just /usr or /usr/archive/stuff.

In FreeBSD's /etc/exports file, this is controlled by the -alldirs options. Other NFS servers may have different conventions. If you are getting ``permission denied'' messages from the server, then it is likely that you do not have this enabled properly.


Chapter 3 UNIX Basics

Rewritten by Chris Shumway.

3.1 Synopsis

The following chapter will cover the basic commands and functionality of the FreeBSD operating system. Much of this material is relevant for any UNIX like operating system. Feel free to skim over this chapter if you are familiar with the material. If you are new to FreeBSD, then you will definitely want to read through this chapter carefully.

After reading this chapter, you will know:

  • How to use the ``virtual consoles'' of FreeBSD.

  • How UNIX file permissions work.

  • The default FreeBSD file system layout.

  • The FreeBSD disk organization.

  • How to mount and unmount file systems.

  • What processes, daemons, and signals are.

  • What a shell is, and how to change your default login environment.

  • How to use basic text editors.

  • What devices and device nodes are.

  • What binary format is used under FreeBSD.

  • How to read manual pages for more information.


3.2 Virtual Consoles and Terminals

FreeBSD can be used in various ways. One of them is typing commands to a text terminal. A lot of the flexibility and power of a UNIX operating system is readily available at your hands when using FreeBSD this way. This section describes what ``terminals'' and ``consoles'' are, and how you can use them in FreeBSD.


3.2.1 The Console

If you have not configured FreeBSD to automatically start a graphical environment during startup, the system will present you with a login prompt after it boots, right after the startup scripts finish running. You will see something similar to:

Additional ABI support:.
Local package initialization:.
Additional TCP options:.

Fri Sep 20 13:01:06 EEST 2002

FreeBSD/i386 (pc3.example.org) (ttyv0)

login:

The messages might be a bit different on your system, but you will see something similar. The last two lines are what we are interested in right now. The second last line reads:

FreeBSD/i386 (pc3.example.org) (ttyv0)

This line contains some bits of information about the system you have just booted. You are looking at a ``FreeBSD'' console, running on an Intel or compatible processor of the x86 architecture[1]. The name of this machine (every UNIX machine has a name) is pc3.example.org, and you are now looking at its system console--the ttyv0 terminal.

Finally, the last line is always:

login:

This is the part where you are supposed to type in your ``username'' to log into FreeBSD. The next section describes how you can do this.


3.2.2 Logging into FreeBSD

FreeBSD is a multiuser, multiprocessing system. This is the formal description that is usually given to a system that can be used by many different people, who simultaneously run a lot of programs on a single machine.

Every multiuser system needs some way to distinguish one ``user'' from the rest. In FreeBSD (and all the UNIX like operating systems), this is accomplished by requiring that every user must ``log into'' the system before being able to run programs. Every user has a unique name (the ``username'') and a personal, secret key (the ``password''). FreeBSD will ask for these two before allowing a user to run any programs.

Right after FreeBSD boots and finishes running its startup scripts[2], it will present you with a prompt and ask for a valid username:

login:

For the sake of this example, let us assume that your username is john. Type john at this prompt and press Enter. You should then be presented with a prompt to enter a ``password'':

login: john
Password:

Type in john's password now, and press Enter. The password is not echoed! You need not worry about this right now. Suffice it to say that it is done for security reasons.

If you have typed your password correctly, you should by now be logged into FreeBSD and ready to try out all the available commands.

You should see the MOTD or message of the day followed by a command prompt (a #, $, or % character). This indicates you have successfully logged into FreeBSD.


3.2.3 Multiple Consoles

Running UNIX commands in one console is fine, but FreeBSD can run many programs at once. Having one console where commands can be typed would be a bit of a waste when an operating system like FreeBSD can run dozens of programs at the same time. This is where ``virtual consoles'' can be very helpful.

FreeBSD can be configured to present you with many different virtual consoles. You can switch from one of them to any other virtual console by pressing a couple of keys on your keyboard. Each console has its own different output channel, and FreeBSD takes care of properly redirecting keyboard input and monitor output as you switch from one virtual console to the next.

Special key combinations have been reserved by FreeBSD for switching consoles[3]. You can use Alt-F1, Alt-F2, through Alt-F8 to switch to a different virtual console in FreeBSD.

As you are switching from one console to the next, FreeBSD takes care of saving and restoring the screen output. The result is an ``illusion'' of having multiple ``virtual'' screens and keyboards that you can use to type commands for FreeBSD to run. The programs that you launch on one virtual console do not stop running when that console is not visible. They continue running when you have switched to a different virtual console.


3.2.4 The /etc/ttys File

The default configuration of FreeBSD will start up with eight virtual consoles. This is not a hardwired setting though, and you can easily customize your installation to boot with more or fewer virtual consoles. The number and settings of the virtual consoles are configured in the /etc/ttys file.

You can use the /etc/ttys file to configure the virtual consoles of FreeBSD. Each uncommented line in this file (lines that do not start with a # character) contains settings for a single terminal or virtual console. The default version of this file that ships with FreeBSD configures nine virtual consoles, and enables eight of them. They are the lines that start with ttyv:

# name  getty                           type    status          comments
#
ttyv0   "/usr/libexec/getty Pc"         cons25  on  secure
# Virtual terminals
ttyv1   "/usr/libexec/getty Pc"         cons25  on  secure
ttyv2   "/usr/libexec/getty Pc"         cons25  on  secure
ttyv3   "/usr/libexec/getty Pc"         cons25  on  secure
ttyv4   "/usr/libexec/getty Pc"         cons25  on  secure
ttyv5   "/usr/libexec/getty Pc"         cons25  on  secure
ttyv6   "/usr/libexec/getty Pc"         cons25  on  secure
ttyv7   "/usr/libexec/getty Pc"         cons25  on  secure
ttyv8   "/usr/X11R6/bin/xdm -nodaemon"  xterm   off secure

For a detailed description of every column in this file and all the options you can use to set things up for the virtual consoles, consult the ttys(5) manual page.


3.2.5 Single User Mode Console

A detailed description of what ``single user mode'' is can be found in Section 7.6.2. It is worth noting that there is only one console when you are running FreeBSD in single user mode. There are no virtual consoles available. The settings of the single user mode console can also be found in the /etc/ttys file. Look for the line that starts with console:

# name  getty                           type    status          comments
#
# If console is marked "insecure", then init will ask for the root password
# when going to single-user mode.
console none                            unknown off secure

Note: As the comments above the console line indicate, you can edit this line and change secure to insecure. If you do that, when FreeBSD boots into single user mode, it will still ask for the root password.

Be careful when changing this to insecure. If you ever forget the root password, booting into single user mode is a bit involved. It is still possible, but it might be a bit hard for someone who is not very comfortable with the FreeBSD booting process and the programs involved.


3.3 Permissions

FreeBSD, being a direct descendant of BSD UNIX, is based on several key UNIX concepts. The first and most pronounced is that FreeBSD is a multi-user operating system. The system can handle several users all working simultaneously on completely unrelated tasks. The system is responsible for properly sharing and managing requests for hardware devices, peripherals, memory, and CPU time fairly to each user.

Because the system is capable of supporting multiple users, everything the system manages has a set of permissions governing who can read, write, and execute the resource. These permissions are stored as three octets broken into three pieces, one for the owner of the file, one for the group that the file belongs to, and one for everyone else. This numerical representation works like this:

Value Permission Directory Listing
0 No read, no write, no execute ---
1 No read, no write, execute --x
2 No read, write, no execute -w-
3 No read, write, execute -wx
4 Read, no write, no execute r--
5 Read, no write, execute r-x
6 Read, write, no execute rw-
7 Read, write, execute rwx

You can use the -l command line argument to ls(1) to view a long directory listing that includes a column with information about a file's permissions for the owner, group, and everyone else. For example, a ls -l in an arbitrary directory may show:

% ls -l
total 530
-rw-r--r--  1 root  wheel     512 Sep  5 12:31 myfile
-rw-r--r--  1 root  wheel     512 Sep  5 12:31 otherfile
-rw-r--r--  1 root  wheel    7680 Sep  5 12:31 email.txt
...

Here is how the first column of ls -l is broken up:

-rw-r--r--

The first (leftmost) character tells if this file is a regular file, a directory, a special character device, a socket, or any other special pseudo-file device. In this case, the - indicates a regular file. The next three characters, rw- in this example, give the permissions for the owner of the file. The next three characters, r--, give the permissions for the group that the file belongs to. The final three characters, r--, give the permissions for the rest of the world. A dash means that the permission is turned off. In the case of this file, the permissions are set so the owner can read and write to the file, the group can read the file, and the rest of the world can only read the file. According to the table above, the permissions for this file would be 644, where each digit represents the three parts of the file's permission.

This is all well and good, but how does the system control permissions on devices? FreeBSD actually treats most hardware devices as a file that programs can open, read, and write data to just like any other file. These special device files are stored on the /dev directory.

Directories are also treated as files. They have read, write, and execute permissions. The executable bit for a directory has a slightly different meaning than that of files. When a directory is marked executable, it means it can be traversed into, that is, it is possible to ``cd'' (change directory) into it. This also means that within the directory it is possible to access files whose names are known (subject, of course, to the permissions on the files themselves).

In particular, in order to perform a directory listing, read permission must be set on the directory, whilst to delete a file that one knows the name of, it is necessary to have write and execute permissions to the directory containing the file.

There are more permission bits, but they are primarily used in special circumstances such as setuid binaries and sticky directories. If you want more information on file permissions and how to set them, be sure to look at the chmod(1) manual page.


3.3.1 Symbolic Permissions

Contributed by Tom Rhodes.

Symbolic permissions, sometimes referred to as symbolic expressions, use characters in place of octal values to assign permissions to files or directories. Symbolic expressions use the syntax of (who) (action) (permissions), where the following values are available:

Option Letter Represents
(who) u User
(who) g Group owner
(who) o Other
(who) a All (``world'')
(action) + Adding permissions
(action) - Removing permissions
(action) = Explicitly set permissions
(permissions) r Read
(permissions) w Write
(permissions) x Execute
(permissions) t Sticky bit
(permissions) s Set UID or GID

These values are used with the chmod(1) command just like before, but with letters. For an example, you could use the following command to block other users from accessing FILE:

% chmod go= FILE

A comma separated list can be provided when more than one set of changes to a file must be made. For example the following command will remove the groups and ``world'' write permission on FILE, then it adds the execute permissions for everyone:

% chmod go-w,a+x FILE

3.4 Directory Structure

The FreeBSD directory hierarchy is fundamental to obtaining an overall understanding of the system. The most important concept to grasp is that of the root directory, ``/''. This directory is the first one mounted at boot time and it contains the base system necessary to prepare the operating system for multi-user operation. The root directory also contains mount points for every other file system that you may want to mount.

A mount point is a directory where additional file systems can be grafted onto the root file system. Standard mount points include /usr, /var, /mnt, and /cdrom. These directories are usually referenced to entries in the file /etc/fstab. /etc/fstab is a table of various file systems and mount points for reference by the system. Most of the file systems in /etc/fstab are mounted automatically at boot time from the script rc(8) unless they contain the noauto option. Consult the fstab(5) manual page for more information on the format of the /etc/fstab file and the options it contains.

A complete description of the file system hierarchy is available in hier(7). For now, a brief overview of the most common directories will suffice.

Directory Description
/ Root directory of the file system.
/bin/ User utilities fundamental to both single-user and multi-user environments.
/boot/ Programs and configuration files used during operating system bootstrap.
/boot/defaults/ Default bootstrapping configuration files; see loader.conf(5).
/dev/ Device nodes; see intro(4).
/etc/ System configuration files and scripts.
/etc/defaults/ Default system configuration files; see rc(8).
/etc/mail/ Configuration files for mail transport agents such as sendmail(8).
/etc/namedb/ named configuration files; see named(8).
/etc/periodic/ Scripts that are run daily, weekly, and monthly, via cron(8); see periodic(8).
/etc/ppp/ ppp configuration files; see ppp(8).
/mnt/ Empty directory commonly used by system administrators as a temporary mount point.
/proc/ Process file system; see procfs(5), mount_procfs(8).
/root/ Home directory for the root account.
/sbin/ System programs and administration utilities fundamental to both single-user and multi-user environments.
/stand/ Programs used in a standalone environment.
/tmp/ Temporary files, usually a mfs(8) memory-based file system (the contents of /tmp are usually NOT preserved across a system reboot).
/usr/ The majority of user utilities and applications.
/usr/bin/ Common utilities, programming tools, and applications.
/usr/include/ Standard C include files.
/usr/lib/ Archive libraries.
/usr/libdata/ Miscellaneous utility data files.
/usr/libexec/ System daemons & system utilities (executed by other programs).
/usr/local/ Local executables, libraries, etc. Also used as the default destination for the FreeBSD ports framework. Within /usr/local, the general layout sketched out by hier(7) for /usr should be used. Exceptions are the man directory, which is directly under /usr/local rather than under /usr/local/share, and the ports documentation is in share/doc/port.
/usr/obj/ Architecture-specific target tree produced by building the /usr/src tree.
/usr/ports The FreeBSD ports collection (optional).
/usr/sbin/ System daemons & system utilities (executed by users).
/usr/share/ Architecture-independent files.
/usr/src/ BSD and/or local source files.
/usr/X11R6/ X11R6 distribution executables, libraries, etc (optional).
/var/ Multi-purpose log, temporary, transient, and spool files.
/var/log/ Miscellaneous system log files.
/var/mail/ User mailbox files.
/var/spool/ Miscellaneous printer and mail system spooling directories.
/var/tmp/ Temporary files that are kept between system reboots.
/var/yp NIS maps.



3.5 Disk Organization

The smallest unit of organization that FreeBSD uses to find files is the filename. Filenames are case-sensitive, which means that readme.txt and README.TXT are two separate files. FreeBSD does not use the extension (.txt) of a file to determine whether the file is program, or a document, or some other form of data.

Files are stored in directories. A directory may contain no files, or it may contain many hundreds of files. A directory can also contain other directories, allowing you to build up a hierarchy of directories within one another. This makes it much easier to organize your data.

Files and directories are referenced by giving the file or directory name, followed by a forward slash, /, followed by any other directory names that are necessary. If you have directory foo, which contains directory bar, which contains the file readme.txt, then the full name, or path to the file is foo/bar/readme.txt.

Directories and files are stored in a filesystem. Each filesystem contains exactly one directory at the very top level, called the root directory for that filesystem. This root directory can then contain other directories.

So far this is probably similar to any other operating system you may have used. There are a few differences; for example, MS-DOS uses \ to separate file and directory names, while Mac OS® uses :.

FreeBSD does not use drive letters, or other drive names in the path. You would not write c:/foo/bar/readme.txt on FreeBSD.

Instead, one filesystem is designated the root filesystem. The root filesystem's root directory is referred to as /. Every other filesystem is then mounted under the root filesystem. No matter how many disks you have on your FreeBSD system, every directory appears to be part of the same disk.

Suppose you have three filesystems, called A, B, and C. Each filesystem has one root directory, which contains two other directories, called A1, A2 (and likewise B1, B2 and C1, C2).

Call A the root filesystem. If you used the ls command to view the contents of this directory you would see two subdirectories, A1 and A2. The directory tree looks like this:

A filesystem must be mounted on to a directory in another filesystem. So now suppose that you mount filesystem B on to the directory A1. The root directory of B replaces A1, and the directories in B appear accordingly:

Any files that are in the B1 or B2 directories can be reached with the path /A1/B1 or /A1/B2 as necessary. Any files that were in /A1 have been temporarily hidden. They will reappear if B is unmounted from A.

If B had been mounted on A2 then the diagram would look like this:

and the paths would be /A2/B1 and /A2/B2 respectively.

Filesystems can be mounted on top of one another. Continuing the last example, the C filesystem could be mounted on top of the B1 directory in the B filesystem, leading to this arrangement:

Or C could be mounted directly on to the A filesystem, under the A1 directory:

If you are familiar with MS-DOS, this is similar, although not identical, to the join command.

This is not normally something you need to concern yourself with. Typically you create filesystems when installing FreeBSD and decide where to mount them, and then never change them unless you add a new disk.

It is entirely possible to have one large root filesystem, and not need to create any others. There are some drawbacks to this approach, and one advantage.

Benefits of Multiple Filesystems

  • Different filesystems can have different mount options. For example, with careful planning, the root filesystem can be mounted read-only, making it impossible for you to inadvertently delete or edit a critical file. Separating user-writable filesystems, such as /home, from other filesystems also allows them to be mounted nosuid; this option prevents the suid/guid bits on executables stored on the filesystem from taking effect, possibly improving security.

  • FreeBSD automatically optimizes the layout of files on a filesystem, depending on how the filesystem is being used. So a filesystem that contains many small files that are written frequently will have a different optimization to one that contains fewer, larger files. By having one big filesystem this optimization breaks down.

  • FreeBSD's filesystems are very robust should you lose power. However, a power loss at a critical point could still damage the structure of the filesystem. By splitting your data over multiple filesystems it is more likely that the system will still come up, making it easier for you to restore from backup as necessary.

Benefit of a Single Filesystem

  • Filesystems are a fixed size. If you create a filesystem when you install FreeBSD and give it a specific size, you may later discover that you need to make the partition bigger. This is not easily accomplished without backing up, recreating the filesystem with the new size, and then restoring the backed up data.

    Important: FreeBSD 4.4 and later versions feature the growfs(8) command, which makes it possible to increase the size of filesystem on the fly, removing this limitation.

Filesystems are contained in partitions. This does not have the same meaning as the common usage of the term partition (for example, MS-DOS partition), because of FreeBSD's UNIX heritage. Each partition is identified by a letter from a through to h. Each partition can contain only one filesystem, which means that filesystems are often described by either their typical mount point in the filesystem hierarchy, or the letter of the partition they are contained in.

FreeBSD also uses disk space for swap space. Swap space provides FreeBSD with virtual memory. This allows your computer to behave as though it has much more memory than it actually does. When FreeBSD runs out of memory it moves some of the data that is not currently being used to the swap space, and moves it back in (moving something else out) when it needs it.

Some partitions have certain conventions associated with them.

Partition Convention
a Normally contains the root filesystem
b Normally contains swap space
c Normally the same size as the enclosing slice. This allows utilities that need to work on the entire slice (for example, a bad block scanner) to work on the c partition. You would not normally create a filesystem on this partition.
d Partition d used to have a special meaning associated with it, although that is now gone. To this day, some tools may operate oddly if told to work on partition d, so sysinstall will not normally create partition d.

Each partition-that-contains-a-filesystem is stored in what FreeBSD calls a slice. Slice is FreeBSD's term for what the common call partitions, and again, this is because of FreeBSD's UNIX background. Slices are numbered, starting at 1, through to 4.

Slice numbers follow the device name, prefixed with an s, starting at 1. So ``da0s1'' is the first slice on the first SCSI drive. There can only be four physical slices on a disk, but you can have logical slices inside physical slices of the appropriate type. These extended slices are numbered starting at 5, so ``ad0s5'' is the first extended slice on the first IDE disk. These devices are used by file systems that expect to occupy a slice.

Slices, ``dangerously dedicated'' physical drives, and other drives contain partitions, which are represented as letters from a to h. This letter is appended to the device name, so ``da0a'' is the a partition on the first da drive, which is ``dangerously dedicated''. ``ad1s3e'' is the fifth partition in the third slice of the second IDE disk drive.

Finally, each disk on the system is identified. A disk name starts with a code that indicates the type of disk, and then a number, indicating which disk it is. Unlike slices, disk numbering starts at 0. Common codes that you will see are listed in Table 3-1.

When referring to a partition FreeBSD requires that you also name the slice and disk that contains the partition, and when referring to a slice you should also refer to the disk name. Do this by listing the disk name, s, the slice number, and then the partition letter. Examples are shown in Example 3-1.

Example 3-2 shows a conceptual model of the disk layout that should help make things clearer.

In order to install FreeBSD you must first configure the disk slices, then create partitions within the slice you will use for FreeBSD, and then create a filesystem (or swap space) in each partition, and decide where that filesystem will be mounted.

Table 3-1. Disk Device Codes

Code Meaning
ad ATAPI (IDE) disk
da SCSI direct access disk
acd ATAPI (IDE) CDROM
cd SCSI CDROM
fd Floppy disk

Example 3-1. Sample Disk, Slice, and Partition Names

Name Meaning
ad0s1a The first partition (a) on the first slice (s1) on the first IDE disk (ad0).
da1s2e The fifth partition (e) on the second slice (s2) on the second SCSI disk (da1).

Example 3-2. Conceptual Model of a Disk

This diagram shows FreeBSD's view of the first IDE disk attached to the system. Assume that the disk is 4 GB in size, and contains two 2 GB slices (MS-DOS partitions). The first slice contains a MS-DOS disk, C:, and the second slice contains a FreeBSD installation. This example FreeBSD installation has three partitions, and a swap partition.

The three partitions will each hold a filesystem. Partition a will be used for the root filesystem, e for the /var directory hierarchy, and f for the /usr directory hierarchy.


3.6 Mounting and Unmounting File Systems

The file system is best visualized as a tree, rooted, as it were, at /. /dev, /usr, and the other directories in the root directory are branches, which may have their own branches, such as /usr/local, and so on.

There are various reasons to house some of these directories on separate file systems. /var contains the directories log/, spool/, and various types of temporary files, and as such, may get filled up. Filling up the root file system is not a good idea, so splitting /var from / is often favorable.

Another common reason to contain certain directory trees on other file systems is if they are to be housed on separate physical disks, or are separate virtual disks, such as Network File System mounts, or CDROM drives.


3.6.1 The fstab File

During the boot process, file systems listed in /etc/fstab are automatically mounted (unless they are listed with the noauto option).

The /etc/fstab file contains a list of lines of the following format:

device       /mount-point fstype     options      dumpfreq     passno
device

A device name (which should exist), as explained in Section 13.2.

mount-point

A directory (which should exist), on which to mount the file system.

fstype

The file system type to pass to mount(8). The default FreeBSD file system is ufs.

options

Either rw for read-write file systems, or ro for read-only file systems, followed by any other options that may be needed. A common option is noauto for file systems not normally mounted during the boot sequence. Other options are listed in the mount(8) manual page.

dumpfreq

This is used by dump(8) to determine which file systems require dumping. If the field is missing, a value of zero is assumed.

passno

This determines the order in which file systems should be checked. File systems that should be skipped should have their passno set to zero. The root file system (which needs to be checked before everything else) should have its passno set to one, and other file systems' passno should be set to values greater than one. If more than one file systems have the same passno then fsck(8) will attempt to check file systems in parallel if possible.


3.6.2 The mount Command

The mount(8) command is what is ultimately used to mount file systems.

In its most basic form, you use:

# mount device mountpoint

There are plenty of options, as mentioned in the mount(8) manual page, but the most common are:

Mount Options

-a

Mount all the file systems listed in /etc/fstab. Except those marked as ``noauto'', excluded by the -t flag, or those that are already mounted.

-d

Do everything except for the actual mount system call. This option is useful in conjunction with the -v flag to determine what mount(8) is actually trying to do.

-f

Force the mount of an unclean file system (dangerous), or forces the revocation of write access when downgrading a file system's mount status from read-write to read-only.

-r

Mount the file system read-only. This is identical to using the rdonly argument to the -o option.

-t fstype

Mount the given file system as the given file system type, or mount only file systems of the given type, if given the -a option.

``ufs'' is the default file system type.

-u

Update mount options on the file system.

-v

Be verbose.

-w

Mount the file system read-write.

The -o option takes a comma-separated list of the options, including the following:

nodev

Do not interpret special devices on the file system. This is a useful security option.

noexec

Do not allow execution of binaries on this file system. This is also a useful security option.

nosuid

Do not interpret setuid or setgid flags on the file system. This is also a useful security option.


3.6.3 The umount Command

The umount(8) command takes, as a parameter, one of a mountpoint, a device name, or the -a or -A option.

All forms take -f to force unmounting, and -v for verbosity. Be warned that -f is not generally a good idea. Forcibly unmounting file systems might crash the computer or damage data on the file system.

-a and -A are used to unmount all mounted file systems, possibly modified by the file system types listed after -t. -A, however, does not attempt to unmount the root file system.


3.7 Processes

FreeBSD is a multi-tasking operating system. This means that it seems as though more than one program is running at once. Each program running at any one time is called a process. Every command you run will start at least one new process, and there are a number of system processes that run all the time, keeping the system functional.

Each process is uniquely identified by a number called a process ID, or PID, and, like files, each process also has one owner and group. The owner and group information is used to determine what files and devices the process can open, using the file permissions discussed earlier. Most processes also have a parent process. The parent process is the process that started them. For example, if you are typing commands to the shell then the shell is a process, and any commands you run are also processes. Each process you run in this way will have your shell as its parent process. The exception to this is a special process called init(8). init is always the first process, so its PID is always 1. init is started automatically by the kernel when FreeBSD starts.

Two commands are particularly useful to see the processes on the system, ps(1) and top(1). The ps command is used to show a static list of the currently running processes, and can show their PID, how much memory they are using, the command line they were started with, and so on. The top command displays all the running processes, and updates the display every few seconds, so that you can interactively see what your computer is doing.

By default, ps only shows you the commands that are running and are owned by you. For example:

% ps
  PID  TT  STAT      TIME COMMAND
  298  p0  Ss     0:01.10 tcsh
 7078  p0  S      2:40.88 xemacs mdoc.xsl (xemacs-21.1.14)
37393  p0  I      0:03.11 xemacs freebsd.dsl (xemacs-21.1.14)
48630  p0  S      2:50.89 /usr/local/lib/netscape-linux/navigator-linux-4.77.bi
48730  p0  IW     0:00.00 (dns helper) (navigator-linux-)
72210  p0  R+     0:00.00 ps
  390  p1  Is     0:01.14 tcsh
 7059  p2  Is+    1:36.18 /usr/local/bin/mutt -y
 6688  p3  IWs    0:00.00 tcsh
10735  p4  IWs    0:00.00 tcsh
20256  p5  IWs    0:00.00 tcsh
  262  v0  IWs    0:00.00 -tcsh (tcsh)
  270  v0  IW+    0:00.00 /bin/sh /usr/X11R6/bin/startx -- -bpp 16
  280  v0  IW+    0:00.00 xinit /home/nik/.xinitrc -- -bpp 16
  284  v0  IW     0:00.00 /bin/sh /home/nik/.xinitrc
  285  v0  S      0:38.45 /usr/X11R6/bin/sawfish

As you can see in this example, the output from ps(1) is organized into a number of columns. PID is the process ID discussed earlier. PIDs are assigned starting from 1, go up to 99999, and wrap around back to the beginning when you run out. The TT column shows the tty the program is running on, and can safely be ignored for the moment. STAT shows the program's state, and again, can be safely ignored. TIME is the amount of time the program has been running on the CPU--this is usually not the elapsed time since you started the program, as most programs spend a lot of time waiting for things to happen before they need to spend time on the CPU. Finally, COMMAND is the command line that was used to run the program.

ps(1) supports a number of different options to change the information that is displayed. One of the most useful sets is auxww. a displays information about all the running processes, not just your own. u displays the username of the process' owner, as well as memory usage. x displays information about daemon processes, and ww causes ps(1) to display the full command line, rather than truncating it once it gets too long to fit on the screen.

The output from top(1) is similar. A sample session looks like this:

% top
last pid: 72257;  load averages:  0.13,  0.09,  0.03    up 0+13:38:33  22:39:10
47 processes:  1 running, 46 sleeping
CPU states: 12.6% user,  0.0% nice,  7.8% system,  0.0% interrupt, 79.7% idle
Mem: 36M Active, 5256K Inact, 13M Wired, 6312K Cache, 15M Buf, 408K Free
Swap: 256M Total, 38M Used, 217M Free, 15% Inuse

  PID USERNAME PRI NICE  SIZE    RES STATE    TIME   WCPU    CPU COMMAND
72257 nik       28   0  1960K  1044K RUN      0:00 14.86%  1.42% top
 7078 nik        2   0 15280K 10960K select   2:54  0.88%  0.88% xemacs-21.1.14
  281 nik        2   0 18636K  7112K select   5:36  0.73%  0.73% XF86_SVGA
  296 nik        2   0  3240K  1644K select   0:12  0.05%  0.05% xterm
48630 nik        2   0 29816K  9148K select   3:18  0.00%  0.00% navigator-linu
  175 root       2   0   924K   252K select   1:41  0.00%  0.00% syslogd
 7059 nik        2   0  7260K  4644K poll     1:38  0.00%  0.00% mutt
...

The output is split into two sections. The header (the first five lines) shows the PID of the last process to run, the system load averages (which are a measure of how busy the system is), the system uptime (time since the last reboot) and the current time. The other figures in the header relate to how many processes are running (47 in this case), how much memory and swap space has been taken up, and how much time the system is spending in different CPU states.

Below that are a series of columns containing similar information to the output from ps(1). As before you can see the PID, the username, the amount of CPU time taken, and the command that was run. top(1) also defaults to showing you the amount of memory space taken by the process. This is split into two columns, one for total size, and one for resident size--total size is how much memory the application has needed, and the resident size is how much it is actually using at the moment. In this example you can see that Netscape® has required almost 30 MB of RAM, but is currently only using 9 MB.

top(1) automatically updates this display every two seconds; this can be changed with the s option.


3.8 Daemons, Signals, and Killing Processes

When you run an editor it is easy to control the editor, tell it to load files, and so on. You can do this because the editor provides facilities to do so, and because the editor is attached to a terminal. Some programs are not designed to be run with continuous user input, and so they disconnect from the terminal at the first opportunity. For example, a web server spends all day responding to web requests, it normally does not need any input from you. Programs that transport email from site to site are another example of this class of application.

We call these programs daemons. Daemons were characters in Greek mythology; neither good or evil, they were little attendant spirits that, by and large, did useful things for mankind. Much like the web servers and mail servers of today do useful things. This is why the BSD mascot has, for a long time, been the cheerful looking daemon with sneakers and a pitchfork.

There is a convention to name programs that normally run as daemons with a trailing ``d''. BIND is the Berkeley Internet Name Daemon (and the actual program that executes is called named), the Apache web server program is called httpd, the line printer spooling daemon is lpd and so on. This is a convention, not a hard and fast rule; for example, the main mail daemon for the Sendmail application is called sendmail, and not maild, as you might imagine.

Sometimes you will need to communicate with a daemon process. These communications are called signals, and you can communicate with a daemon (or with any other running process) by sending it a signal. There are a number of different signals that you can send--some of them have a specific meaning, others are interpreted by the application, and the application's documentation will tell you how that application interprets signals. You can only send a signal to a process that you own. If you send a signal to someone else's process with kill(1) or kill(2) permission will be denied. The exception to this is the root user, who can send signals to everyone's processes.

FreeBSD will also send applications signals in some cases. If an application is badly written, and tries to access memory that it is not supposed to, FreeBSD sends the process the Segmentation Violation signal (SIGSEGV). If an application has used the alarm(3) system call to be alerted after a period of time has elapsed then it will be sent the Alarm signal (SIGALRM), and so on.

Two signals can be used to stop a process, SIGTERM and SIGKILL. SIGTERM is the polite way to kill a process; the process can catch the signal, realize that you want it to shut down, close any log files it may have open, and generally finish whatever it is doing at the time before shutting down. In some cases a process may even ignore SIGTERM if it is in the middle of some task that can not be interrupted.

SIGKILL can not be ignored by a process. This is the ``I do not care what you are doing, stop right now'' signal. If you send SIGKILL to a process then FreeBSD will stop that process there and then[4].

The other signals you might want to use are SIGHUP, SIGUSR1, and SIGUSR2. These are general purpose signals, and different applications will do different things when they are sent.

Suppose that you have changed your web server's configuration file--you would like to tell the web server to re-read its configuration. You could stop and restart httpd, but this would result in a brief outage period on your web server, which may be undesirable. Most daemons are written to respond to the SIGHUP signal by re-reading their configuration file. So instead of killing and restarting httpd you would send it the SIGHUP signal. Because there is no standard way to respond to these signals, different daemons will have different behavior, so be sure and read the documentation for the daemon in question.

Signals are sent using the kill(1) command, as this example shows.

Sending a Signal to a Process

This example shows how to send a signal to inetd(8). The inetd configuration file is /etc/inetd.conf, and inetd will re-read this configuration file when it is sent SIGHUP.

  1. Find the process ID of the process you want to send the signal to. Do this using ps(1) and grep(1). The grep(1) command is used to search through output, looking for the string you specify. This command is run as a normal user, and inetd(8) is run as root, so the ax options must be given to ps(1).

    % ps -ax | grep inetd
      198  ??  IWs    0:00.00 inetd -wW
    

    So the inetd(8) PID is 198. In some cases the grep inetd command might also occur in this output. This is because of the way ps(1) has to find the list of running processes.

  2. Use kill(1) to send the signal. Because inetd(8) is being run by root you must use su(1) to become root first.

    % su
    Password:
    # /bin/kill -s HUP 198
    

    In common with most UNIX commands, kill(1) will not print any output if it is successful. If you send a signal to a process that you do not own then you will see ``kill: PID: Operation not permitted''. If you mistype the PID you will either send the signal to the wrong process, which could be bad, or, if you are lucky, you will have sent the signal to a PID that is not currently in use, and you will see ``kill: PID: No such process''.

    Why Use /bin/kill?: Many shells provide the kill command as a built in command; that is, the shell will send the signal directly, rather than running /bin/kill. This can be very useful, but different shells have a different syntax for specifying the name of the signal to send. Rather than try to learn all of them, it can be simpler just to use the /bin/kill ... command directly.

Sending other signals is very similar, just substitute TERM or KILL in the command line as necessary.

Important: Killing random process on the system can be a bad idea. In particular, init(8), process ID 1, is very special. Running /bin/kill -s KILL 1 is a quick way to shutdown your system. Always double check the arguments you run kill(1) with before you press Return.


3.9 Shells

In FreeBSD, a lot of everyday work is done in a command line interface called a shell. A shell's main job is to take commands from the input channel and execute them. A lot of shells also have built in functions to help everyday tasks such as file management, file globbing, command line editing, command macros, and environment variables. FreeBSD comes with a set of shells, such as sh, the Bourne Shell, and tcsh, the improved C-shell. Many other shells are available from the FreeBSD Ports Collection, such as zsh and bash.

Which shell do you use? It is really a matter of taste. If you are a C programmer you might feel more comfortable with a C-like shell such as tcsh. If you have come from Linux or are new to a UNIX command line interface you might try bash. The point is that each shell has unique properties that may or may not work with your preferred working environment, and that you have a choice of what shell to use.

One common feature in a shell is filename completion. Given the typing of the first few letters of a command or filename, you can usually have the shell automatically complete the rest of the command or filename by hitting the Tab key on the keyboard. Here is an example. Suppose you have two files called foobar and foo.bar. You want to delete foo.bar. So what you would type on the keyboard is: rm fo[Tab].[Tab].

The shell would print out rm foo[BEEP].bar.

The [BEEP] is the console bell, which is the shell telling me it was unable to totally complete the filename because there is more than one match. Both foobar and foo.bar start with fo, but it was able to complete to foo. If you type in ., then hit Tab again, the shell would be able to fill in the rest of the filename for you.

Another feature of the shell is the use of environment variables. Environment variables are a variable key pair stored in the shell's environment space. This space can be read by any program invoked by the shell, and thus contains a lot of program configuration. Here is a list of common environment variables and what they mean:

Variable Description
USER Current logged in user's name.
PATH Colon separated list of directories to search for binaries.
DISPLAY Network name of the X11 display to connect to, if available.
SHELL The current shell.
TERM The name of the user's terminal. Used to determine the capabilities of the terminal.
TERMCAP Database entry of the terminal escape codes to perform various terminal functions.
OSTYPE Type of operating system. e.g., FreeBSD.
MACHTYPE The CPU architecture that the system is running on.
EDITOR The user's preferred text editor.
PAGER The user's preferred text pager.
MANPATH Colon separated list of directories to search for manual pages.

Setting an environment variable differs somewhat from shell to shell. For example, in the C-Style shells such as tcsh and csh, you would use setenv to set environment variables. Under Bourne shells such as sh and bash, you would use export to set your current environment variables. For example, to set or modify the EDITOR environment variable, under csh or tcsh a command like this would set EDITOR to /usr/local/bin/emacs:

% setenv EDITOR /usr/local/bin/emacs

Under Bourne shells:

% export EDITOR="/usr/local/bin/emacs"

You can also make most shells expand the environment variable by placing a $ character in front of it on the command line. For example, echo $TERM would print out whatever $TERM is set to, because the shell expands $TERM and passes it on to echo.

Shells treat a lot of special characters, called meta-characters as special representations of data. The most common one is the * character, which represents any number of characters in a filename. These special meta-characters can be used to do filename globbing. For example, typing in echo * is almost the same as typing in ls because the shell takes all the files that match * and puts them on the command line for echo to see.

To prevent the shell from interpreting these special characters, they can be escaped from the shell by putting a backslash (\) character in front of them. echo $TERM prints whatever your terminal is set to. echo \$TERM prints $TERM as is.


3.9.1 Changing Your Shell

The easiest way to change your shell is to use the chsh command. Running chsh will place you into the editor that is in your EDITOR environment variable; if it is not set, you will be placed in vi. Change the ``Shell:'' line accordingly.

You can also give chsh the -s option; this will set your shell for you, without requiring you to enter an editor. For example, if you wanted to change your shell to bash, the following should do the trick:

% chsh -s /usr/local/bin/bash

Running chsh with no parameters and editing the shell from there would work also.

Note: The shell that you wish to use must be present in the /etc/shells file. If you have installed a shell from the ports collection, then this should have been done for you already. If you installed the shell by hand, you must do this.

For example, if you installed bash by hand and placed it into /usr/local/bin, you would want to:

# echo "/usr/local/bin/bash" >> /etc/shells

Then rerun chsh.


3.10 Text Editors

A lot of configuration in FreeBSD is done by editing text files. Because of this, it would be a good idea to become familiar with a text editor. FreeBSD comes with a few as part of the base system, and many more are available in the ports collection.

The easiest and simplest editor to learn is an editor called ee, which stands for easy editor. To start ee, one would type at the command line ee filename where filename is the name of the file to be edited. For example, to edit /etc/rc.conf, type in ee /etc/rc.conf. Once inside of ee, all of the commands for manipulating the editor's functions are listed at the top of the display. The caret ^ character represents the Ctrl key on the keyboard, so ^e expands to the key combination Ctrl+e. To leave ee, hit the Esc key, then choose leave editor. The editor will prompt you to save any changes if the file has been modified.

FreeBSD also comes with more powerful text editors such as vi as part of the base system, while other editors, like emacs and vim, are part of the FreeBSD Ports Collection. These editors offer much more functionality and power at the expense of being a little more complicated to learn. However if you plan on doing a lot of text editing, learning a more powerful editor such as vim or emacs will save you much more time in the long run.


3.11 Devices and Device Nodes

A device is a term used mostly for hardware-related activities in a system, including disks, printers, graphics cards, and keyboards. When FreeBSD boots, the majority of what FreeBSD displays are devices being detected. You can look through the boot messages again by viewing /var/run/dmesg.boot.

For example, acd0 is the first IDE CDROM drive, while kbd0 represents the keyboard.

Most of these devices in a UNIX operating system must be accessed through special files called device nodes, which are located in the /dev directory.


3.11.1 Creating Device Nodes

When adding a new device to your system, or compiling in support for additional devices, you may need to create one or more device nodes for the new devices.


3.11.1.1 MAKEDEV Script

On systems without DEVFS (this concerns all FreeBSD versions before 5.0), device nodes are created using the MAKEDEV(8) script as shown below:

# cd /dev
# sh MAKEDEV ad1
   

This example would make the proper device nodes for the second IDE drive when installed.


3.11.1.2 DEVFS (DEVice File System)

The device file system, or DEVFS, provides access to kernel's device namespace in the global file system namespace. Instead of having to create and modify device nodes, DEVFS maintains this particular file system for you.

See the devfs(5) manual page for more information.

DEVFS is used by default in FreeBSD 5.0 and above.


3.12 Binary Formats

To understand why FreeBSD uses the elf(5) format, you must first know a little about the three currently ``dominant'' executable formats for UNIX:

  • a.out(5)

    The oldest and ``classic'' UNIX object format. It uses a short and compact header with a magic number at the beginning that is often used to characterize the format (see a.out(5) for more details). It contains three loaded segments: .text, .data, and .bss plus a symbol table and a string table.

  • COFF

    The SVR3 object format. The header now comprises a section table, so you can have more than just .text, .data, and .bss sections.

  • elf(5)

    The successor to COFF, featuring multiple sections and 32-bit or 64-bit possible values. One major drawback: ELF was also designed with the assumption that there would be only one ABI per system architecture. That assumption is actually quite incorrect, and not even in the commercial SYSV world (which has at least three ABIs: SVR4, Solaris, SCO) does it hold true.

    FreeBSD tries to work around this problem somewhat by providing a utility for branding a known ELF executable with information about the ABI it is compliant with. See the manual page for brandelf(1) for more information.

FreeBSD comes from the ``classic'' camp and used the a.out(5) format, a technology tried and proven through many generations of BSD releases, until the beginning of the 3.X branch. Though it was possible to build and run native ELF binaries (and kernels) on a FreeBSD system for some time before that, FreeBSD initially resisted the ``push'' to switch to ELF as the default format. Why? Well, when the Linux camp made their painful transition to ELF, it was not so much to flee the a.out executable format as it was their inflexible jump-table based shared library mechanism, which made the construction of shared libraries very difficult for vendors and developers alike. Since the ELF tools available offered a solution to the shared library problem and were generally seen as ``the way forward'' anyway, the migration cost was accepted as necessary and the transition made. FreeBSD's shared library mechanism is based more closely on Sun's SunOS™ style shared library mechanism and, as such, is very easy to use.

So, why are there so many different formats?

Back in the dim, dark past, there was simple hardware. This simple hardware supported a simple, small system. a.out was completely adequate for the job of representing binaries on this simple system (a PDP-11). As people ported UNIX from this simple system, they retained the a.out format because it was sufficient for the early ports of UNIX to architectures like the Motorola 68k, VAXen, etc.

Then some bright hardware engineer decided that if he could force software to do some sleazy tricks, then he would be able to shave a few gates off the design and allow his CPU core to run faster. While it was made to work with this new kind of hardware (known these days as RISC), a.out was ill-suited for this hardware, so many formats were developed to get to a better performance from this hardware than the limited, simple a.out format could offer. Things like COFF, ECOFF, and a few obscure others were invented and their limitations explored before things seemed to settle on ELF.

In addition, program sizes were getting huge and disks (and physical memory) were still relatively small so the concept of a shared library was born. The VM system also became more sophisticated. While each one of these advancements was done using the a.out format, its usefulness was stretched more and more with each new feature. In addition, people wanted to dynamically load things at run time, or to junk parts of their program after the init code had run to save in core memory and swap space. Languages became more sophisticated and people wanted code called before main automatically. Lots of hacks were done to the a.out format to allow all of these things to happen, and they basically worked for a time. In time, a.out was not up to handling all these problems without an ever increasing overhead in code and complexity. While ELF solved many of these problems, it would be painful to switch from the system that basically worked. So ELF had to wait until it was more painful to remain with a.out than it was to migrate to ELF.

However, as time passed, the build tools that FreeBSD derived their build tools from (the assembler and loader especially) evolved in two parallel trees. The FreeBSD tree added shared libraries and fixed some bugs. The GNU folks that originally wrote these programs rewrote them and added simpler support for building cross compilers, plugging in different formats at will, and so on. Since many people wanted to build cross compilers targeting FreeBSD, they were out of luck since the older sources that FreeBSD had for as and ld were not up to the task. The new GNU tools chain (binutils) does support cross compiling, ELF, shared libraries, C++ extensions, etc. In addition, many vendors are releasing ELF binaries, and it is a good thing for FreeBSD to run them.

ELF is more expressive than a.out and allows more extensibility in the base system. The ELF tools are better maintained, and offer cross compilation support, which is important to many people. ELF may be a little slower than a.out, but trying to measure it can be difficult. There are also numerous details that are different between the two in how they map pages, handle init code, etc. None of these are very important, but they are differences. In time support for a.out will be moved out of the GENERIC kernel, and eventually removed from the kernel once the need to run legacy a.out programs is past.


3.13 For More Information

3.13.1 Manual Pages

The most comprehensive documentation on FreeBSD is in the form of manual pages. Nearly every program on the system comes with a short reference manual explaining the basic operation and various arguments. These manuals can be viewed with the man command. Use of the man command is simple:

% man command

command is the name of the command you wish to learn about. For example, to learn more about ls command type:

% man ls

The online manual is divided up into numbered sections:

  1. User commands.

  2. System calls and error numbers.

  3. Functions in the C libraries.

  4. Device drivers.

  5. File formats.

  6. Games and other diversions.

  7. Miscellaneous information.

  8. System maintenance and operation commands.

  9. Kernel developers.

In some cases, the same topic may appear in more than one section of the online manual. For example, there is a chmod user command and a chmod() system call. In this case, you can tell the man command which one you want by specifying the section:

% man 1 chmod

This will display the manual page for the user command chmod. References to a particular section of the online manual are traditionally placed in parenthesis in written documentation, so chmod(1) refers to the chmod user command and chmod(2) refers to the system call.

This is fine if you know the name of the command and simply wish to know how to use it, but what if you cannot recall the command name? You can use man to search for keywords in the command descriptions by using the -k switch:

% man -k mail

With this command you will be presented with a list of commands that have the keyword ``mail'' in their descriptions. This is actually functionally equivalent to using the apropos command.

So, you are looking at all those fancy commands in /usr/bin but do not have the faintest idea what most of them actually do? Simply do:

% cd /usr/bin
% man -f *

or

% cd /usr/bin
% whatis *

which does the same thing.


3.13.2 GNU Info Files

FreeBSD includes many applications and utilities produced by the Free Software Foundation (FSF). In addition to manual pages, these programs come with more extensive hypertext documents called info files which can be viewed with the info command or, if you installed emacs, the info mode of emacs.

To use the info(1) command, simply type:

% info

For a brief introduction, type h. For a quick command reference, type ?.


Chapter 4 Installing Applications: Packages and Ports

4.1 Synopsis

FreeBSD is bundled with a rich collection of system tools as part of the base system. However, there is only so much one can do before needing to install an additional third-party application to get real work done. FreeBSD provides two complementary technologies for installing third party software on your system: the FreeBSD Ports Collection, and binary software packages. Either system may be used to install the newest version of your favorite applications from local media or straight off the network.

After reading this chapter, you will know:

  • How to install third-party binary software packages.

  • How to build third-party software from the ports collection.

  • How to remove previously installed packages or ports.

  • How to override the default values that the ports collection uses.

  • How to upgrade your ports.


4.2 Overview of Software Installation

If you have used a UNIX system before you will know that the typical procedure for installing third party software goes something like this:

  1. Download the software, which might be distributed in source code format, or as a binary.

  2. Unpack the software from its distribution format (typically a tarball compressed with compress(1), gzip(1), or bzip2(1)).

  3. Locate the documentation (perhaps an INSTALL or README file, or some files in a doc/ subdirectory) and read up on how to install the software.

  4. If the software was distributed in source format, compile it. This may involve editing a Makefile, or running a configure script, and other work.

  5. Test and install the software.

And that is only if everything goes well. If you are installing a software package that was not deliberately ported to FreeBSD you may even have to go in and edit the code to make it work properly.

Should you want to, you can continue to install software the ``traditional'' way with FreeBSD. However, FreeBSD provides two technologies which can save you a lot of effort: packages and ports. At the time of writing, over 10,500 third party applications have been made available in this way.

For any given application, the FreeBSD package for that application is a single file which you must download. The package contains pre-compiled copies of all the commands for the application, as well as any configuration files or documentation. A downloaded package file can be manipulated with FreeBSD package management commands, such as pkg_add(1), pkg_delete(1), pkg_info(1), and so on. Installing a new application can be carried out with a single command.

A FreeBSD port for an application is a collection of files designed to automate the process of compiling an application from source code.

Remember that there are a number of steps you would normally carry out if you compiled a program yourself (downloading, unpacking, patching, compiling, installing). The files that make up a port contain all the necessary information to allow the system to do this for you. You run a handful of simple commands and the source code for the application is automatically downloaded, extracted, patched, compiled, and installed for you.

In fact, the ports system can also be used to generate packages which can later be manipulated with pkg_add and the other package management commands that will be introduced shortly.

Both packages and ports understand dependencies. Suppose you want to install an application that depends on a specific library being installed. Both the application and the library have been made available as FreeBSD ports and packages. If you use the pkg_add command or the ports system to add the application, both will notice that the library has not been installed, and automatically install the library first.

Given that the two technologies are quite similar, you might be wondering why FreeBSD bothers with both. Packages and ports both have their own strengths, and which one you use will depend on your own preference.

Package Benefits

  • A compressed package tarball is typically smaller than the compressed tarball containing the source code for the application.

  • Packages do not require any additional compilation. For large applications, such as Mozilla, KDE, or GNOME this can be important, particularly if you are on a slow system.

  • Packages do not require any understanding of the process involved in compiling software on FreeBSD.

Ports Benefits

  • Packages are normally compiled with conservative options, because they have to run on the maximum number of systems. By installing from the port, you can tweak the compilation options to (for example) generate code that is specific to a Pentium IV or Athlon processor.

  • Some applications have compile time options relating to what they can and cannot do. For example, Apache can be configured with a wide variety of different built-in options. By building from the port you do not have to accept the default options, and can set them yourself.

    In some cases, multiple packages will exist for the same application to specify certain settings. For example, Ghostscript is available as a ghostscript package and a ghostscript-nox11 package, depending on whether or not you have installed an X11 server. This sort of rough tweaking is possible with packages, but rapidly becomes impossible if an application has more than one or two different compile time options.

  • The licensing conditions of some software distributions forbid binary distribution. They must be distributed as source code.

  • Some people do not trust binary distributions. At least with source code, you can (in theory) read through it and look for potential problems yourself.

  • If you have local patches, you will need the source in order to apply them.

  • Some people like having code around, so they can read it if they get bored, hack it, borrow from it (license permitting, of course), and so on.

To keep track of updated ports, subscribe to the FreeBSD ports mailing list and the FreeBSD ports bugs mailing list.

Warning: Before installing any application, you should check http://vuxml.freebsd.org/ for security issues related to your application.

You can also install security/portaudit which will automatically check all installed applications for known vulnerabilities, a check will be also performed before any port build. Meanwhile, you can use the command portaudit -F -a after you have installed some packages.

The remainder of this chapter will explain how to use packages and ports to install and manage third party software on FreeBSD.


4.3 Finding Your Application

Before you can install any applications you need to know what you want, and what the application is called.

FreeBSD's list of available applications is growing all the time. Fortunately, there are a number of ways to find what you want:

  • The FreeBSD web site maintains an up-to-date searchable list of all the available applications, at http://www.FreeBSD.org/ports/. The ports are divided into categories, and you may either search for an application by name (if you know it), or see all the applications available in a category.

  • Dan Langille maintains FreshPorts, at http://www.FreshPorts.org/. FreshPorts tracks changes to the applications in the ports tree as they happen, allows you to ``watch'' one or more ports, and can send you email when they are updated.

  • If you do not know the name of the application you want, try using a site like FreshMeat (http://www.freshmeat.net/) to find an application, then check back at the FreeBSD site to see if the application has been ported yet.


4.4 Using the Packages System

Contributed by Chern Lee.

4.4.1 Installing a Package

You can use the pkg_add(1) utility to install a FreeBSD software package from a local file or from a server on the network.

Example 4-1. Downloading a Package Manually and Installing It Locally

# ftp -a ftp2.FreeBSD.org
Connected to ftp2.FreeBSD.org.
220 ftp2.FreeBSD.org FTP server (Version 6.00LS) ready.
331 Guest login ok, send your email address as password.
230-
230-     This machine is in Vienna, VA, USA, hosted by Verio.
230-         Questions? E-mail freebsd@vienna.verio.net.
230-
230-
230 Guest login ok, access restrictions apply.
Remote system type is UNIX.
Using binary mode to transfer files.
ftp> cd /pub/FreeBSD/ports/packages/sysutils/
250 CWD command successful.
ftp> get lsof-4.56.4.tgz
local: lsof-4.56.4.tgz remote: lsof-4.56.4.tgz
200 PORT command successful.
150 Opening BINARY mode data connection for 'lsof-4.56.4.tgz' (92375 bytes).
100% |**************************************************| 92375       00:00 ETA
226 Transfer complete.
92375 bytes received in 5.60 seconds (16.11 KB/s)
ftp> exit
# pkg_add lsof-4.56.4.tgz

If you do not have a source of local packages (such as a FreeBSD CD-ROM set) then it will probably be easier to use the -r option to pkg_add(1). This will cause the utility to automatically determine the correct object format and release and then fetch and install the package from an FTP site.

# pkg_add -r lsof

The example above would download the correct package and add it without any further user intervention. If you want to specify an alternative FreeBSD Packages Mirror, instead of the main distribution site, you have to set PACKAGESITE accordingly, to override the default settings. pkg_add(1) uses fetch(3) to download the files, which honors various environment variables, including FTP_PASSIVE_MODE, FTP_PROXY, and FTP_PASSWORD. You may need to set one or more of these if you are behind a firewall, or need to use an FTP/HTTP proxy. See fetch(3) for the complete list. Note that in the example above lsof is used instead of lsof-4.56.4. When the remote fetching feature is used, the version number of the package must be removed. pkg_add(1) will automatically fetch the latest version of the application.

Package files are distributed in .tgz and .tbz formats. You can find them at ftp://ftp.FreeBSD.org/pub/FreeBSD/ports/packages/, or on the FreeBSD CD-ROM distribution. Every CD on the FreeBSD 4-CD set (and the PowerPak, etc.) contains packages in the /packages directory. The layout of the packages is similar to that of the /usr/ports tree. Each category has its own directory, and every package can be found within the All directory.

The directory structure of the package system matches the ports layout; they work with each other to form the entire package/port system.


4.4.2 Managing Packages

pkg_info(1) is a utility that lists and describes the various packages installed.

# pkg_info
cvsup-16.1          A general network file distribution system optimized for CV
docbook-1.2         Meta-port for the different versions of the DocBook DTD
...

pkg_version(1) is a utility that summarizes the versions of all installed packages. It compares the package version to the current version found in the ports tree.

# pkg_version
cvsup                       =
docbook                     =
...

The symbols in the second column indicate the relative age of the installed version and the version available in the local ports tree.

Symbol Meaning
= The version of the installed package matches the one found in the local ports tree.
< The installed version is older than the one available in the ports tree.
> The installed version is newer than the one found in the local ports tree. (The local ports tree is probably out of date.)
? The installed package cannot be found in the ports index. (This can happen, for instance, if an installed port is removed from the ports collection or renamed.)
* There are multiple versions of the package.

4.4.3 Deleting a Package

To remove a previously installed software package, use the pkg_delete(1) utility.

# pkg_delete xchat-1.7.1

4.4.4 Miscellaneous

All package information is stored within the /var/db/pkg directory. The installed file list and descriptions of each package can be found within files in this directory.


4.5 Using the Ports Collection

The following sections provide basic instructions on using the ports collection to install or remove programs from your system.


4.5.1 Obtaining the Ports Collection

Before you can install ports, you must first obtain the ports collection--which is essentially a set of Makefiles, patches, and description files placed in /usr/ports.

When installing your FreeBSD system, sysinstall asked if you would like to install the ports collection. If you chose no, you can follow these instructions to obtain the ports collection:

Sysinstall Method

This method involves using sysinstall again to manually install the ports collection.

  1. As root, run /stand/sysinstall as shown below:

    # /stand/sysinstall
    
  2. Scroll down and select Configure, press Enter.

  3. Scroll down and select Distributions, press Enter.

  4. Scroll down to ports, press Space.

  5. Scroll up to Exit, press Enter.

  6. Select your desired installation media, such as CDROM, FTP, and so on.

  7. Scroll up to Exit and press Enter.

  8. Press X to exit sysinstall.

The alternative method to obtain and keep your ports collection up to date is by using CVSup. Look at the ports CVSup file, /usr/share/examples/cvsup/ports-supfile. See Using CVSup (Section A.5) for more information on using CVSup and this file.

CVSup Method

This is a quick method for getting the ports collection using CVSup. If you want to keep your ports tree up to date, or learn more about CVSup, read the previously mentioned sections.

  1. Install the net/cvsup port. See CVSup Installation (Section A.5.2) for more details.

  2. As root, copy /usr/share/examples/cvsup/ports-supfile to a new location, such as /root or your home directory.

  3. Edit ports-supfile.

  4. Change CHANGE_THIS.FreeBSD.org to a CVSup server near you. See CVSup Mirrors (Section A.5.7) for a complete listing of mirror sites.

  5. Run cvsup:

    # cvsup -g -L 2 /root/ports-supfile
    
  6. Running this command later will download and apply all the recent changes to your ports collection, except actually rebuilding the ports for your own system.


4.5.2 Installing Ports

The first thing that should be explained when it comes to the ports collection is what is actually meant by a ``skeleton''. In a nutshell, a port skeleton is a minimal set of files that tell your FreeBSD system how to cleanly compile and install a program. Each port skeleton includes:

  • A Makefile. The Makefile contains various statements that specify how the application should be compiled and where it should be installed on your system.

  • A distinfo file. This file contains information about the files that must be downloaded to build the port and their checksums, to verify that files have not been corrupted during the download using md5(1).

  • A files directory. This directory contains patches to make the program compile and install on your FreeBSD system. Patches are basically small files that specify changes to particular files. They are in plain text format, and basically say ``Remove line 10'' or ``Change line 26 to this ...''. Patches are also known as ``diffs'' because they are generated by the diff(1) program.

    This directory may also contain other files used to build the port.

  • A pkg-descr file. This is a more detailed, often multiple-line, description of the program.

  • A pkg-plist file. This is a list of all the files that will be installed by the port. It also tells the ports system what files to remove upon deinstallation.

Some ports have other files, such as pkg-message. The ports system uses these files to handle special situations. If you want more details on these files, and on ports in general, check out the FreeBSD Porter's Handbook.

Now that you have enough background information to know what the ports collection is used for, you are ready to install your first port. There are two ways this can be done, and each is explained below.

Before we get into that, however, you will need to choose a port to install. There are a few ways to do this, with the easiest method being the ports listing on the FreeBSD web site. You can browse through the ports listed there or use the search function on the site. Each port also includes a description so you can read a bit about each port before deciding to install it.

Another method is to use the whereis(1) command. Simply type whereis file, where file is the program you want to install. If it is found on your system, you will be told where it is, as follows:

# whereis lsof
lsof: /usr/ports/sysutils/lsof

This tells us that lsof (a system utility) can be found in the /usr/ports/sysutils/lsof directory.

Yet another way to find a particular port is by using the ports collection's built-in search mechanism. To use the search feature, you will need to be in the /usr/ports directory. Once in that directory, run make search name=program-name where program-name is the name of the program you want to find. For example, if you were looking for lsof:

# cd /usr/ports
# make search name=lsof
Port:   lsof-4.56.4
Path:   /usr/ports/sysutils/lsof
Info:   Lists information about open files (similar to fstat(1))
Maint:  obrien@FreeBSD.org
Index:  sysutils
B-deps: 
R-deps:

The part of the output you want to pay particular attention to is the ``Path:'' line, since that tells you where to find the port. The other information provided is not needed in order to install the port, so it will not be covered here.

For more in-depth searching you can also use make search key=string where string is some text to search for. This searches port names, comments, descriptions and dependencies and can be used to find ports which relate to a particular subject if you don't know the name of the program you are looking for.

In both of these cases, the search string is case-insensitive. Searching for ``LSOF'' will yield the same results as searching for ``lsof''.

Note: You must be logged in as root to install ports.

Now that you have found a port you would like to install, you are ready to do the actual installation. The port includes instructions on how to build source code, but does not include the actual source code. You can get the source code from a CD-ROM or from the Internet. Source code is distributed in whatever manner the software author desires. Frequently this is a tarred and gzipped file, but it might be compressed with some other tool or even uncompressed. The program source code, whatever form it comes in, is called a ``distfile''. You can get the distfile from a CD-ROM or from the Internet.

Warning: Before installing any port, you should be sure to have an up-to-date ports collection and you should check http://vuxml.freebsd.org/ for security issues related to your port.

A security vulnerabilities check can be automatically done by portaudit before any new application installation. This tool can be found in the ports collection (security/portaudit). Consider running portaudit -F before installing a new port, to fetch the current vulnerabilities database. A security audit and an update of the database will be performed during the daily security system check. For more informations read the portaudit(1) and periodic(8) manual pages.


4.5.2.1 Installing Ports from a CD-ROM

The FreeBSD Project's official CD-ROM images no longer include distfiles. They take up a lot of room that is better used for precompiled packages. CD-ROM products such as the FreeBSD PowerPak do include distfiles, and you can order these sets from a vendor such as the FreeBSD Mall. This section assumes you have such a FreeBSD CD-ROM set.

Place your FreeBSD CD-ROM in the drive. Mount it on /cdrom. (If you use a different mount point, the install will not work.) To begin, change to the directory for the port you want to install:

# cd /usr/ports/sysutils/lsof

Once inside the lsof directory, you will see the port skeleton. The next step is to compile, or ``build'', the port. This is done by simply typing make at the prompt. Once you have done so, you should see something like this:

# make
>> lsof_4.57D.freebsd.tar.gz doesn't seem to exist in /usr/ports/distfiles/.
>> Attempting to fetch from file:/cdrom/ports/distfiles/.
===>  Extracting for lsof-4.57
...
[extraction output snipped]
...
>> Checksum OK for lsof_4.57D.freebsd.tar.gz.
===>  Patching for lsof-4.57
===>  Applying FreeBSD patches for lsof-4.57
===>  Configuring for lsof-4.57
...
[configure output snipped]
...
===>  Building for lsof-4.57
...
[compilation output snipped]
...
#

Notice that once the compile is complete you are returned to your prompt. The next step is to install the port. In order to install it, you simply need to tack one word onto the make command, and that word is install:

# make install
===>  Installing for lsof-4.57
...
[installation output snipped]
...
===>   Generating temporary packing list
===>   Compressing manual pages for lsof-4.57
===>   Registering installation for lsof-4.57
===>  SECURITY NOTE: 
      This port has installed the following binaries which execute with
      increased privileges.
#

Once you are returned to your prompt, you should be able to run the application you just installed. Since lsof is a program that runs with increased privileges, a security warning is shown. During the building and installation of ports, you should take heed of any other warnings that may appear.

Note: You can save an extra step by just running make install instead of make and make install as two separate steps.

Note: Some shells keep a cache of the commands that are available in the directories listed in the PATH environment variable, to speed up lookup operations for the executable file of these commands. If you are using one of these shells, you might have to use the rehash command after installing a port, before the newly installed commands can be used. This is true for both shells that are part of the base-system (such as tcsh) and shells that are available as ports (for instance, shells/zsh).

Note: Please be aware that the licenses of a few ports do not allow for inclusion on the CD-ROM. This could be because a registration form needs to be filled out before downloading or redistribution is not allowed, or for another reason. If you wish to install a port not included on the CD-ROM, you will need to be online in order to do so (see the next section).


4.5.2.2 Installing Ports from the Internet

As with the last section, this section makes an assumption that you have a working Internet connection. If you do not, you will need to perform the CD-ROM installation, or put a copy of the distfile into /usr/ports/distfiles manually.

Installing a port from the Internet is done exactly the same way as it would be if you were installing from a CD-ROM. The only difference between the two is that the distfile is downloaded from the Internet instead of read from the CD-ROM.

The steps involved are identical:

# make install
>> lsof_4.57D.freebsd.tar.gz doesn't seem to exist in /usr/ports/distfiles/.
>> Attempting to fetch from ftp://ftp.FreeBSD.org/pub/FreeBSD/ports/distfiles/.
Receiving lsof_4.57D.freebsd.tar.gz (439860 bytes): 100%
439860 bytes transferred in 18.0 seconds (23.90 kBps)
===>  Extracting for lsof-4.57
...
[extraction output snipped]
...
>> Checksum OK for lsof_4.57D.freebsd.tar.gz.
===>  Patching for lsof-4.57
===>  Applying FreeBSD patches for lsof-4.57
===>  Configuring for lsof-4.57
...
[configure output snipped]
...
===>  Building for lsof-4.57
...
[compilation output snipped]
...
===>  Installing for lsof-4.57
...
[installation output snipped]
...
===>   Generating temporary packing list
===>   Compressing manual pages for lsof-4.57
===>   Registering installation for lsof-4.57
===>  SECURITY NOTE: 
      This port has installed the following binaries which execute with
      increased privileges.
#

As you can see, the only difference is the line that tells you where the system is fetching the port distfile from.

The ports system uses fetch(1) to download the files, which honors various environment variables, including FTP_PASSIVE_MODE, FTP_PROXY, and FTP_PASSWORD. You may need to set one or more of these if you are behind a firewall, or need to use an FTP/HTTP proxy. See fetch(3) for the complete list.

For users which cannot be connected all the time, the make fetch option is provided. Just run this command at the top level directory (/usr/ports) and the required files will be downloaded for you. This command will also work in the lower level categories, for example: /usr/ports/net. Note that if a port depends on libraries or other ports this will not fetch the distfiles of those ports too. Replace fetch with fetch-recursive if you want to fetch all the dependencies of a port too.

Note: You can build all the ports in a category or as a whole by running make in the top level directory, just like the aforementioned make fetch method. This is dangerous, however, as some ports cannot co-exist. In other cases, some ports can install two different files with the same filename.

In some rare cases, users may need to acquire the tarballs from a site other than the MASTER_SITES (the location where files are downloaded from). You can override the MASTER_SITES option with the following command:

# cd /usr/ports/directory
# make MASTER_SITE_OVERRIDE= \
ftp://ftp.FreeBSD.org/pub/FreeBSD/ports/distfiles/ fetch

In this example we change the MASTER_SITES option to ftp.FreeBSD.org/pub/FreeBSD/ports/distfiles/.

Note: Some ports allow (or even require) you to provide build options which can enable/disable parts of the application which are unneeded, certain security options, and other customizations. A few which come to mind are www/mozilla, security/gpgme, and mail/sylpheed-claws. A message will be displayed when options such as these are available.


4.5.2.3 Overriding the Default Ports Directories

Sometimes it is useful (or mandatory) to use a different distfiles and ports directory. The PORTSDIR and PREFIX variables can override the default directories. For example:

# make PORTSDIR=/usr/home/example/ports install

will compile the port in /usr/home/example/ports and install everything under /usr/local.

# make PREFIX=/usr/home/example/local install

will compile it in /usr/ports and install it in /usr/home/example/local.

And of course,

# make PORTSDIR=../ports PREFIX=../local install

will combine the two (it is too long to completely write on this page, but it should give you the general idea).

Alternatively, these variables can also be set as part of your environment. Read the manual page for your shell for instructions on doing so.


4.5.2.4 Dealing with imake

Some ports that use imake (a part of the X Window System) do not work well with PREFIX, and will insist on installing under /usr/X11R6. Similarly, some Perl ports ignore PREFIX and install in the Perl tree. Making these ports respect PREFIX is a difficult or impossible job.


4.5.3 Removing Installed Ports

Now that you know how to install ports, you are probably wondering how to remove them, just in case you install one and later on decide that you installed the wrong port. We will remove our previous example (which was lsof for those of you not paying attention). As with installing ports, the first thing you must do is change to the port directory, /usr/ports/sysutils/lsof. After you change directories, you are ready to uninstall lsof. This is done with the make deinstall command:

# cd /usr/ports/sysutils/lsof
# make deinstall
===>  Deinstalling for lsof-4.57

That was easy enough. You have removed lsof from your system. If you would like to reinstall it, you can do so by running make reinstall from the /usr/ports/sysutils/lsof directory.

The make deinstall and make reinstall sequence does not work once you have run make clean. If you want to deinstall a port after cleaning, use pkg_delete(1) as discussed in the Packages section of the Handbook.


4.5.4 Ports and Disk Space

Using the ports collection can defiantly eat up your disk space. For this reason you should always remember to clean up the work directories using the make clean option. This will remove the work directory after a port has been built, and installed. You can also remove the tar files from the distfiles directory, and remove the installed ports when their use has delimited.

Some users choose to limit the port categories by placing an entry in the refuse file. This way when they run the CVSup application, it will not download the files in that category.


4.5.5 Upgrading Ports

Note: Once you updated your ports collection, before attempting a port upgrade, you should check the /usr/ports/UPDATING file. This file describes various issues and additional steps users may encounter and need to perform when updating a port.

Keeping your ports up to date can be a tedious job. For instance, to upgrade a port you would go to the ports directory, build the port, deinstall the old port, install the new port, and then clean up after the build. Imagine doing that for five ports, tedious right? This was a large problem for system administrators to deal with, and now we have utilities which do this for us. For instance the sysutils/portupgrade utility will do everything for you! Just install it like you would any other port, using the make install clean command.

Now create a database with the pkgdb -F command. This will read the list of installed ports and create a database file in the /var/db/pkg directory. Now when you run portupgrade -a, it will read this and the ports INDEX file. Finally, portupgrade will begin to download, build, backup, install, and clean the ports which have been updated. portupgrade comes with a lot of options for different use cases, the most important ones will be presented below.

If you want to upgrade only a certain application, not the complete database, use portupgrade pkgname, include the flags -r if portupgrade should act on all those packages depending on the given package as well, and -R to act on all packages required by the given packages. To use packages instead of ports for installation, provide -P and to just fetch distfiles without building or installing anything, use -F. For further information see portupgrade(1).

Note: It is important to regularly update the package database using pkgdb -F to fix inconsistencies, especially when portupgrade asks you to. Do not abort portupgrade while it is updating the package database, this will leave you an inconsistent database.

Other utilities exist which will do this, check out the ports/sysutils directory and see what you come up with.


4.6 Post-installation Activities

After installing a new application you will normally want to read any documentation it may have included, edit any configuration files that are required, ensure that the application starts at boot time (if it is a daemon), and so on.

The exact steps you need to take to configure each application will obviously be different. However, if you have just installed a new application and are wondering ``What now?'' these tips might help:

  • Use pkg_info(1) to find out which files were installed, and where. For example, if you have just installed FooPackage version 1.0.0, then this command

    # pkg_info -L foopackage-1.0.0 | less
    

    will show all the files installed by the package. Pay special attention to files in man/ directories, which will be manual pages, etc/ directories, which will be configuration files, and doc/, which will be more comprehensive documentation.

    If you are not sure which version of the application was just installed, a command like this

    # pkg_info | grep -i foopackage
    

    will find all the installed packages that have foopackage in the package name. Replace foopackage in your command line as necessary.

  • Once you have identified where the application's manual pages have been installed, review them using man(1). Similarly, look over the sample configuration files, and any additional documentation that may have been provided.

  • If the application has a web site, check it for additional documentation, frequently asked questions, and so forth. If you are not sure of the web site address it may be listed in the output from

    # pkg_info foopackage-1.0.0
    

    A WWW: line, if present, should provide a URL for the application's web site.

  • Ports that should start at boot (such as Internet servers) will usually install a sample script in /usr/local/etc/rc.d. You should review this script for correctness and edit or rename it if needed. See Starting Services for more information.


4.7 Dealing with Broken Ports

If you come across a port that does not work for you, there are a few things you can do, including:

  1. Fix it! The Porter's Handbook includes detailed information on the ``Ports'' infrastructure so that you can fix the occasional broken port or even submit your own!

  2. Gripe--by email only! Send email to the maintainer of the port first. Type make maintainer or read the Makefile to find the maintainer's email address. Remember to include the name and version of the port (send the $FreeBSD: line from the Makefile) and the output leading up to the error when you email the maintainer. If you do not get a response from the maintainer, you can use send-pr(1) to submit a bug report.

  3. Grab the package from an FTP site near you. The ``master'' package collection is on ftp.FreeBSD.org in the packages directory, but be sure to check your local mirror first! These are more likely to work than trying to compile from source and are a lot faster as well. Use the pkg_add(1) program to install the package on your system.


Chapter 5 The X Window System

5.1 Synopsis

FreeBSD uses XFree86 to provide users with a powerful graphical user interface. XFree86 is an open-source implementation of the X Window System. This chapter will cover installation and configuration of XFree86 on a FreeBSD system. For more information on XFree86 and video hardware that it supports, check the XFree86 web site.

After reading this chapter, you will know:

  • The various components of the X Window System, and how they interoperate.

  • How to install and configure XFree86.

  • How to install and use different window managers.

  • How to use TrueType® fonts in XFree86.

  • How to set up your system for graphical logins (XDM).

Before reading this chapter, you should:

  • Know how to install additional third-party software (Chapter 4).


5.2 Understanding X

Using X for the first time can be somewhat of a shock to someone familiar with other graphical environments, such as Microsoft Windows or Mac OS.

It is not necessary to understand all of the details of various X components and how they interact; however, some basic knowledge makes it possible to take advantage of X's strengths.


5.2.1 Why X?

X is not the first window system written for UNIX, but it is the most popular. X's original development team had worked on another window system before writing X. That system's name was ``W'' (for ``Window''). X is just the next letter in the Roman alphabet.

X can be called ``X'', ``X Window System'', ``X11'', and other terms. Calling X11 ``X Windows'' can offend some people; see X(7) for a bit more insight on this.


5.2.2 The X Client/Server Model

X was designed from the beginning to be network-centric, and adopts a ``client-server'' model. In the X model, the ``X server'' runs on the computer that has the keyboard, monitor, and mouse attached. The server is responsible for managing the display, handling input from the keyboard and mouse, and so on. Each X application (such as XTerm, or Netscape) is a ``client''. A client sends messages to the server such as ``Please draw a window at these coordinates'', and the server sends back messages such as ``The user just clicked on the OK button''.

If there is only one computer involved, such as in a home or small office environment, the X server and the X clients will be running on the same computer. However, it is perfectly possible to run the X server on a less powerful desktop computer, and run X applications (the clients) on, say, the powerful and expensive machine that serves the office. In this scenario the communication between the X client and server takes place over the network.

This confuses some people, because the X terminology is exactly backward to what they expect. They expect the ``X server'' to be the big powerful machine down the hall, and the ``X client'' to be the machine on their desk.

Remember that the X server is the machine with the monitor and keyboard, and the X clients are the programs that display the windows.

There is nothing in the protocol that forces the client and server machines to be running the same operating system, or even to be running on the same type of computer. It is certainly possible to run an X server on Microsoft Windows or Apple's Mac OS, and there are various free and commercial applications available that do exactly that.

The X server that ships with FreeBSD is called XFree86, and is available for free, under a license very similar to the FreeBSD license. Commercial X servers for FreeBSD are also available.


5.2.3 The Window Manager

The X design philosophy is much like the UNIX design philosophy, ``tools, not policy''. This means that X does not try to dictate how a task is to be accomplished. Instead, tools are provided to the user, and it is the user's responsibility to decide how to use those tools.

This philosophy extends to X not dictating what windows should look like on screen, how to move them around with the mouse, what keystrokes should be used to move between windows (i.e., Alt+Tab, in the case of Microsoft Windows), what the title bars on each window should look like, whether or not they have close buttons on them, and so on.

Instead, X delegates this responsibility to an application called a ``Window Manager''. There are dozens of window managers available for X: AfterStep, Blackbox, ctwm, Enlightenment, fvwm, Sawfish, twm, Window Maker, and more. Each of these window managers provides a different look and feel; some of them support ``virtual desktops''; some of them allow customized keystrokes to manage the desktop; some have a ``Start'' button or similar device; some are ``themeable'', allowing a complete change of look-and-feel by applying a new theme. These window managers, and many more, are available in the x11-wm category of the Ports Collection.

In addition, the KDE and GNOME desktop environments both have their own window managers which integrate with the desktop.

Each window manager also has a different configuration mechanism; some expect configuration file written by hand, others feature GUI tools for most of the configuration tasks; at least one (sawfish) has a configuration file written in a dialect of the Lisp language.

Focus Policy: Another feature the window manager is responsible for is the mouse ``focus policy''. Every windowing system needs some means of choosing a window to be actively receiving keystrokes, and should visibly indicate which window is active as well.

A familiar focus policy is called ``click-to-focus''. This is the model utilized by Microsoft Windows, in which a window becomes active upon receiving a mouse click.

X does not support any particular focus policy. Instead, the window manager controls which window has the focus at any one time. Different window managers will support different focus methods. All of them support click to focus, and the majority of them support several others.

The most popular focus policies are:

focus-follows-mouse

The window that is under the mouse pointer is the window that has the focus. This may not necessarily be the window that is on top of all the other windows. The focus is changed by pointing at another window, there is no need to click in it as well.

sloppy-focus

This policy is a small extension to focus-follows-mouse. With focus-follows-mouse, if the mouse is moved over the root window (or background) then no window has the focus, and keystrokes are simply lost. With sloppy-focus, focus is only changed when the cursor enters a new window, and not when exiting the current window.

click-to-focus

The active window is selected by mouse click. The window may then be ``raised'', and appear in front of all other windows. All keystrokes will now be directed to this window, even if the cursor is moved to another window.

Many window managers support other policies, as well as variations on these. Be sure to consult the documentation for the window manager itself.


5.2.4 Widgets

The X approach of providing tools and not policy extends to the widgets seen on screen in each application.

``Widget'' is a term for all the items in the user interface that can be clicked or manipulated in some way; buttons, check boxes, radio buttons, icons, lists, and so on. Microsoft Windows calls these ``controls''.

Microsoft Windows and Apple's Mac OS both have a very rigid widget policy. Application developers are supposed to ensure that their applications share a common look and feel. With X, it was not considered sensible to mandate a particular graphical style, or set of widgets to adhere to.

As a result, do not expect X applications to have a common look and feel. There are several popular widget sets and variations, including the original Athena widget set from MIT, Motif® (on which the widget set in Microsoft Windows was modeled, all bevelled edges and three shades of grey), OpenLook, and others.

Most newer X applications today will use a modern-looking widget set, either Qt, used by KDE, or GTK, used by the GNOME project. In this respect, there is some convergence in look-and-feel of the UNIX desktop, which certainly makes things easier for the novice user.


5.3 Installing XFree86

Before installing XFree86, decide on which version to run. XFree86 3.X is a maintenance branch of XFree86 development. It is very stable, and it supports a huge number of graphics cards. However, no new development is being done on the software. XFree86 4.X is a complete redesign of the system with many new features such as better support for fonts and anti-aliasing. Unfortunately this new architecture requires that the video drivers be rewritten, and some of the older cards that were supported in 3.X are not yet supported in 4.X. As all new developments and support for new graphics cards are done on that branch, XFree86 4.X is now the default version of the X Window System on FreeBSD.

The FreeBSD setup program offers users the opportunity to install and configure XFree86 4.X during installation (covered in Section 2.9.12). To install and run XFree86 3.X, wait until after the base FreeBSD system is installed, and then install XFree86. For example, to build and install XFree86 3.X from the ports collection:

# cd /usr/ports/x11/XFree86
# make all install clean

Alternatively, either version of XFree86 can be installed directly from the FreeBSD binaries provided on the XFree86 web site. A binary package to use with pkg_add(1) tool is also available for XFree86 4.X. When the remote fetching feature of pkg_add(1) is used, the version number of the package must be removed. pkg_add(1) will automatically fetch the latest version of the application. So to fetch and install the package of XFree86 4.X, simply type:

# pkg_add -r XFree86

You can also use the ports collection to install XFree86 4.X, for that you simply need to type the following commands:

# cd /usr/ports/x11/XFree86-4
# make install clean

Note: The examples above will install the complete XFree86 distribution including the servers, clients, fonts etc. Separate packages and ports for different parts of XFree86 4.X are also available.

The rest of this chapter will explain how to configure XFree86, and how to set up a productive desktop environment.


5.4 XFree86 Configuration

Contributed by Christopher Shumway.

5.4.1 Before Starting

Before configuration of XFree86 4.X, the following information about the target system is needed:

  • Monitor specifications

  • Video Adapter chipset

  • Video Adapter memory

The specifications for the monitor are used by XFree86 to determine the resolution and refresh rate to run at. These specifications can usually be obtained from the documentation that came with the monitor or from the manufacturer's website. There are two ranges of numbers that are needed, the horizontal scan rate and the vertical synchronization rate.

The video adapter's chipset defines what driver module XFree86 uses to talk to the graphics hardware. With most chipsets, this can be automatically determined, but it is still useful to know in case the automatic detection does not work correctly.

Video memory on the graphic adapter determines the resolution and color depth which the system can run at. This is important to know so the user knows the limitations of the system.


5.4.2 Configuring XFree86 4.X

Configuration of XFree86 4.X is a multi-step process. The first step is to build an initial configuration file with the -configure option to XFree86. As the super user, simply run:

# XFree86 -configure

This will generate a skeleton XFree86 configuration file in the /root directory called XF86Config.new (in fact the directory used is the one covered by the environment variable $HOME, and it will depend from the way you got the superuser rights). The XFree86 program will attempt to probe the graphics hardware on the system and will write a configuration file to load the proper drivers for the detected hardware on the target system.

The next step is to test the existing configuration to verify that XFree86 can work with the graphics hardware on the target system. To perform this task, the user needs to run:

# XFree86 -xf86config XF86Config.new

If a black and grey grid and an X mouse cursor appear, the configuration was successful. To exit the test, just press Ctrl+Alt+Backspace simultaneously.

Note: If the mouse does not work, be sure the device has been configured. See Section 2.9.10 in the FreeBSD install chapter.

Next, tune the XF86Config.new configuration file to taste. Open the file in a text editor such as emacs(1) or ee(1). First, add the frequencies for the target system's monitor. These are usually expressed as a horizontal and vertical synchronization rate. These values are added to the XF86Config.new file under the "Monitor" section:

Section "Monitor"
        Identifier   "Monitor0"
        VendorName   "Monitor Vendor"
        ModelName    "Monitor Model"
        HorizSync    30-107
        VertRefresh  48-120
EndSection

The HorizSync and VertRefresh keywords may not exist in the configuration file. If they do not, they need to be added, with the correct horizontal synchronization rate placed after the HorizSync keyword and the vertical synchronization rate after the VertRefresh keyword. In the example above the target monitor's rates were entered.

X allows DPMS (Energy Star) features to be used with capable monitors. The xset(1) program controls the time-outs and can force standby, suspend, or off modes. If you wish to enable DPMS features for your monitor, you must add the following line to the monitor section:

        Option       "DPMS"

While the XF86Config.new configuration file is still open in an editor, select the default resolution and color depth desired. This is defined in the "Screen" section:

Section "Screen"
        Identifier "Screen0"
        Device     "Card0"
        Monitor    "Monitor0"
        DefaultDepth 24
        SubSection "Display"
                Depth     24
                Modes     "1024x768"
        EndSubSection
EndSection

The DefaultDepth keyword describes the color depth to run at by default. This can be overridden with the -bpp command line switch to XFree86(1). The Modes keyword describes the resolution to run at for the given color depth. Note that only VESA standard modes are supported as defined by the target system's graphics hardware. In the example above, the default color depth is twenty-four bits per pixel. At this color depth, the accepted resolution is one thousand twenty-four pixels by seven hundred and sixty-eight pixels.

Finally, write the configuration file and test it using the test mode given above. If all is well, the configuration file needs to be installed in a common location where XFree86(1) can find it. This is typically /etc/X11/XF86Config or /usr/X11R6/etc/X11/XF86Config.

# cp XF86Config.new /etc/X11/XF86Config

Once the configuration file has been placed in a common location, configuration is complete. In order to start XFree86 4.X with startx(1), install the x11/wrapper port. XFree86 4.X can also be started with xdm(1).

Note: There is also a graphical tool for configuration, xf86cfg(1), that comes with the XFree86 4.X distribution. It allows to interactively define your configuration by choosing the appropriate drivers and settings. This program can be used under console as well, just use the command xf86cfg -textmode. For more details, refer to the xf86cfg(1) manual page.


5.4.3 Advanced Configuration Topics

5.4.3.1 Configuration with Intel® i810 Graphics Chipsets

Configuration with Intel i810 integrated chipsets requires the agpgart AGP programming interface for XFree86 to drive the card. The agp(4) driver is in the GENERIC kernel since releases 4.8-RELEASE and 5.0-RELEASE. On prior releases, you will have to add the following line:

device agp

in your kernel configuration file and rebuild a new kernel. Instead, you may want to load the agp.ko kernel module automatically with the loader(8) at boot time. For that, simply add this line to /boot/loader.conf:

agp_load="YES"

Next, if you are running FreeBSD 4.X or earlier, a device node needs to be created for the programming interface. To create the AGP device node, run MAKEDEV(8) in the /dev directory:

# cd /dev
# sh MAKEDEV agpgart

Note: FreeBSD 5.X or later will use devfs(5) to allocate device nodes transparently, therefore the MAKEDEV(8) step is not required.

This will allow configuration of the hardware as any other graphics board. Note on systems without the agp(4) driver compiled in the kernel, trying to load the module with kldload(8) will not work. This driver has to be in the kernel at boot time through being compiled in or using /boot/loader.conf.

If you are using XFree86 4.1.0 (or later) and messages about unresolved symbols like fbPictureInit appear, try adding the following line after Driver "i810" in the XFree86 configuration file:

Option "NoDDC"

5.5 Using Fonts in XFree86

Contributed by Murray Stokely.

5.5.1 Type1 Fonts

The default fonts that ship with XFree86 are less than ideal for typical desktop publishing applications. Large presentation fonts show up jagged and unprofessional looking, and small fonts in Netscape are almost completely unintelligible. However, there are several free, high quality Type1 (PostScript®) fonts available which can be readily used with XFree86, either version 3.X or version 4.X. For instance, the URW font collection (x11-fonts/urwfonts) includes high quality versions of standard type1 fonts (Times Roman®, Helvetica®, Palatino® and others). The Freefonts collection (x11-fonts/freefonts) includes many more fonts, but most of them are intended for use in graphics software such as the Gimp, and are not complete enough to serve as screen fonts. In addition, XFree86 can be configured to use TrueType fonts with a minimum of effort: see the section on TrueType fonts later.

To install the above Type1 font collections from the ports collection, run the following commands:

# cd /usr/ports/x11-fonts/urwfonts
# make install clean

And likewise with the freefont or other collections. To tell the X server that these fonts exist, add an appropriate line to the XF86Config file (in /etc/ for XFree86 version 3, or in /etc/X11/ for version 4), which reads:

FontPath "/usr/X11R6/lib/X11/fonts/URW/"

Alternatively, at the command line in the X session run:

% xset fp+ /usr/X11R6/lib/X11/fonts/URW
% xset fp rehash

This will work but will be lost when the X session is closed, unless it is added to the startup file (~/.xinitrc for a normal startx session, or ~/.xsession when logging in through a graphical login manager like XDM). A third way is to use the new XftConfig file: see the section on anti-aliasing.


5.5.2 TrueType® Fonts

XFree86 4.X has built in support for rendering TrueType fonts. There are two different modules that can enable this functionality. The freetype module is used in this example because it is more consistent with the other font rendering back-ends. To enable the freetype module just add the following line to the "Module" section of the /etc/X11/XF86Config file.

Load  "freetype"

For XFree86 3.3.X, a separate TrueType font server is needed. Xfstt is commonly used for this purpose. To install Xfstt, simply install the port x11-servers/Xfstt.

Now make a directory for the TrueType fonts (for example, /usr/X11R6/lib/X11/fonts/TrueType) and copy all of the TrueType fonts into this directory. Keep in mind that TrueType fonts cannot be directly taken from a Macintosh®; they must be in UNIX/DOS/Windows format for use by XFree86. Once the files have been copied into this directory, use ttmkfdir to create a fonts.dir file, so that the X font renderer knows that these new files have been installed. ttmkfdir is available from the FreeBSD Ports Collection as x11-fonts/ttmkfdir.

# cd /usr/X11R6/lib/X11/fonts/TrueType
# ttmkfdir > fonts.dir

Now add the TrueType directory to the font path. This is just the same as described above for Type1 fonts, that is, use

% xset fp+ /usr/X11R6/lib/X11/fonts/TrueType
% xset fp rehash

or add a FontPath line to the XF86Config file.

That's it. Now Netscape, Gimp, StarOffice, and all of the other X applications should now recognize the installed TrueType fonts. Extremely small fonts (as with text in a high resolution display on a web page) and extremely large fonts (within StarOffice) will look much better now.


5.5.3 Anti-Aliased Fonts

Updated for XFree86 4.3 by Joe Marcus Clarke.

Anti-aliasing has been available in XFree86 since 4.0.2. However, font configuration was cumbersome before the introduction of XFree86 4.3.0. Starting in version 4.3.0, all fonts in /usr/X11R6/lib/X11/fonts/ and ~/.fonts/ are automatically made available for anti-aliasing to Xft-aware applications. Not all applications are Xft-aware yet, but many have received Xft support. Examples of Xft-aware applications include Qt 2.3 and higher (the toolkit for the KDE desktop), Gtk+ 2.0 and higher (the toolkit for the GNOME desktop), and Mozilla 1.2 and higher.

In order to control which fonts are anti-aliased, or to configure anti-aliasing properties, create (or edit, if it already exists) the file /usr/X11R6/etc/fonts/local.conf. Several advanced features of the Xft font system can be tuned using this file; this section describes only some simple possibilities. For more details, please see fonts-conf(5).

This file must be in XML format. Pay careful attention to case, and make sure all tags are properly closed. The file begins with the usual XML header followed by a DOCTYPE definition, and then the <fontconfig> tag:

      <?xml version="1.0"?>
      <!DOCTYPE fontconfig SYSTEM "fonts.dtd">
      <fontconfig>
   

As previously stated, all fonts in /usr/X11R6/lib/X11/fonts/ as well as ~/.fonts/ are already made available to Xft-aware applications. If you wish to add another directory outside of these two directory trees, add a line similar to the following to /usr/X11R6/etc/fonts/local.conf:

<dir>/path/to/my/fonts</dir>

After adding new fonts, and especially new font directories, you should run the following command to rebuild the font caches:

# fc-cache -f

Anti-aliasing makes borders slightly fuzzy, which makes very small text more readable and removes ``staircases'' from large text, but can cause eyestrain if applied to normal text. To exclude point sizes smaller than 14 point from anti-aliasing, include these lines:

        <match target="font">
            <test name="size" compare="less">
                <double>14</double>
            </test>
            <edit name="antialias" mode="assign">
                <bool>false</bool>
            </edit>
        </match>

Spacing for some monospaced fonts may also be inappropriate with anti-aliasing. This seems to be an issue with KDE, in particular. One possible fix for this is to force the spacing for such fonts to be 100. Add the following lines:

       <match target="pattern" name="family">
           <test qual="any" name="family">
               <string>fixed</string>
           </test>
           <edit name="family" mode="assign">
               <string>mono</string>
           </edit>
        </match>
        <match target="pattern" name="family">
            <test qual="any" name="family">
                <string>console</string>
            </test>
            <edit name="family" mode="assign">
                <string>mono</string>
            </edit>
        </match>

(this aliases the other common names for fixed fonts as "mono"), and then add:

         <match target="pattern" name="family">
             <test qual="any" name="family">
                 <string>mono</string>
             </test>
             <edit name="spacing" mode="assign">
                 <int>100</int>
             </edit>
         </match>     

Certain fonts, such as Helvetica, may have a problem when anti-aliased. Usually this manifests itself as a font that seems cut in half vertically. At worst, it may cause applications such as Mozilla to crash. To avoid this, consider adding the following to local.conf:

         <match target="pattern" name="family">
             <test qual="any" name="family">
                 <string>Helvetica</string>
             </test>
             <edit name="family" mode="assign">
                 <string>sans-serif</string>
             </edit>
         </match>       

Once you have finished editing local.conf make sure you end the file with the </fontconfig> tag. Not doing this will cause your changes to be ignored.

The default font set that comes with XFree86 is not very desirable when it comes to anti-aliasing. A much better set of default fonts can be found in the x11-fonts/bitstream-vera port. This port will install a /usr/X11R6/etc/fonts/local.conf file if one does not exist already. If the file does exist, the port will create a /usr/X11R6/etc/fonts/local.conf-vera file. Merge the contents of this file into /usr/X11R6/etc/fonts/local.conf, and the Bitstream fonts will automatically replace the default XFree86 Serif, Sans Serif, and Monospaced fonts.

Finally, users can add their own settings via their personal .fonts.conf files. To do this, each user should simply create a ~/.fonts.conf. This file must also be in XML format.

One last point: with an LCD screen, sub-pixel sampling may be desired. This basically treats the (horizontally separated) red, green and blue components separately to improve the horizontal resolution; the results can be dramatic. To enable this, add the line somewhere in the local.conf file:

         <match target="font">
             <test qual="all" name="rgba">
                 <const>unknown</const>
             </test>
             <edit name="rgba" mode="assign">
                 <const>rgb</const>
             </edit>
         </match>
      

Note: Depending on the sort of display, rgb may need to be changed to bgr, vrgb or vbgr: experiment and see which works best.

Anti-aliasing should be enabled the next time the X server is started. However, programs must know how to take advantage of it. At present, the Qt toolkit does, so the entire KDE environment can use anti-aliased fonts (see Section 5.7.3.2 on KDE for details). Gtk+ and GNOME can also be made to use anti-aliasing via the ``Font'' capplet (see Section 5.7.1.3 for details). By default, Mozilla 1.2 and greater will automatically use anti-aliasing. To disable this, rebuild Mozilla with the -DWITHOUT_XFT flag.


5.6 The X Display Manager

Contributed by Seth Kingsley.

5.6.1 Overview

The X Display Manager (XDM) is an optional part of the X Window System that is used for login session management. This is useful for several types of situations, including minimal ``X Terminals'', desktops, and large network display servers. Since the X Window System is network and protocol independent, there are a wide variety of possible configurations for running X clients and servers on different machines connected by a network. XDM provides a graphical interface for choosing which display server to connect to, and entering authorization information such as a login and password combination.

Think of XDM as providing the same functionality to the user as the getty(8) utility (see Section 18.3.2 for details). That is, it performs system logins to the display being connected to and then runs a session manager on behalf of the user (usually an X window manager). XDM then waits for this program to exit, signaling that the user is done and should be logged out of the display. At this point, XDM can display the login and display chooser screens for the next user to login.


5.6.2 Using XDM

The XDM daemon program is located in /usr/X11R6/bin/xdm. This program can be run at any time as root and it will start managing the X display on the local machine. If XDM is to be run every time the machine boots up, a convenient way to do this is by adding an entry to /etc/ttys. For more information about the format and usage of this file, see Section 18.3.2.1. There is a line in the default /etc/ttys file for running the XDM daemon on a virtual terminal:

ttyv8   "/usr/X11R6/bin/xdm -nodaemon"  xterm   off secure

By default this entry is disabled; in order to enable it change field 5 from off to on and restart init(8) using the directions in Section 18.3.2.2. The first field, the name of the terminal this program will manage, is ttyv8. This means that XDM will start running on the 9th virtual terminal.


5.6.3 Configuring XDM

The XDM configuration directory is located in /usr/X11R6/lib/X11/xdm. In this directory there are several files used to change the behavior and appearance of XDM. Typically these files will be found:

File Description
Xaccess Client authorization ruleset.
Xresources Default X resource values.
Xservers List of remote and local displays to manage.
Xsession Default session script for logins.
Xsetup_* Script to launch applications before the login interface.
xdm-config Global configuration for all displays running on this machine.
xdm-errors Errors generated by the server program.
xdm-pid The process ID of the currently running XDM.

Also in this directory are a few scripts and programs used to set up the desktop when XDM is running. The purpose of each of these files will be briefly described. The exact syntax and usage of all of these files is described in xdm(1).

The default configuration is a simple rectangular login window with the hostname of the machine displayed at the top in a large font and ``Login:'' and ``Password:'' prompts below. This is a good starting point for changing the look and feel of XDM screens.


5.6.3.1 Xaccess

The protocol for connecting to XDM controlled displays is called the X Display Manager Connection Protocol (XDMCP). This file is a ruleset for controlling XDMCP connections from remote machines. By default, it allows any client to connect, but that does not matter unless the xdm-config is changed to listen for remote connections.


5.6.3.2 Xresources

This is an application-defaults file for the display chooser and the login screens. This is where the appearance of the login program can be modified. The format is identical to the app-defaults file described in the XFree86 documentation.


5.6.3.3 Xservers

This is a list of the remote displays the chooser should provide as choices.


5.6.3.4 Xsession

This is the default session script for XDM to run after a user has logged in. Normally each user will have a customized session script in ~/.xsession that overrides this script.


5.6.3.5 Xsetup_*

These will be run automatically before displaying the chooser or login interfaces. There is a script for each display being used, named Xsetup_ followed by the local display number (for instance Xsetup_0). Typically these scripts will run one or two programs in the background such as xconsole.


5.6.3.6 xdm-config

This contains settings in the form of app-defaults that are applicable to every display that this installation manages.


5.6.3.7 xdm-errors

This contains the output of the X servers that XDM is trying to run. If a display that XDM is trying to start hangs for some reason, this is a good place to look for error messages. These messages are also written to the user's ~/.xsession-errors file on a per-session basis.


5.6.4 Running a Network Display Server

In order for other clients to connect to the display server, edit the access control rules, and enable the connection listener. By default these are set to conservative values. To make XDM listen for connections, first comment out a line in the xdm-config file:

! SECURITY: do not listen for XDMCP or Chooser requests
! Comment out this line if you want to manage X terminals with xdm
DisplayManager.requestPort:     0

and then restart XDM. Remember that comments in app-defaults files begin with a ``!'' character, not the usual ``#''. More strict access controls may be desired. Look at the example entries in Xaccess, and refer to the xdm(1) manual page.


5.6.5 Replacements for XDM

Several replacements for the default XDM program exist. One of them, KDM (bundled with KDE) is described later in this chapter. KDM offers many visual improvements and cosmetic frills, as well as the functionality to allow users to choose their window manager of choice at login time.


5.7 Desktop Environments

Contributed by Valentino Vaschetto.

This section describes the different desktop environments available for X on FreeBSD. A ``desktop environment'' can mean anything ranging from a simple window manager to a complete suite of desktop applications, such as KDE or GNOME.


5.7.1 GNOME

5.7.1.1 About GNOME

GNOME is a user-friendly desktop environment that enables users to easily use and configure their computers. GNOME includes a panel (for starting applications and displaying status), a desktop (where data and applications can be placed), a set of standard desktop tools and applications, and a set of conventions that make it easy for applications to cooperate and be consistent with each other. Users of other operating systems or environments should feel right at home using the powerful graphics-driven environment that GNOME provides. More information regarding GNOME on FreeBSD can be found on the FreeBSD GNOME Project's web site.


5.7.1.2 Installing GNOME

The easiest way to install GNOME is through the ``Desktop Configuration'' menu during the FreeBSD installation process as described in Section 2.9.13 of Chapter 2. It can also be easily installed from a package or the ports collection:

To install the GNOME package from the network, simply type:

# pkg_add -r gnome2

To build GNOME from source, use the ports tree:

# cd /usr/ports/x11/gnome2
# make install clean

Once GNOME is installed, the X server must be told to start GNOME instead of a default window manager. If a custom .xinitrc is already in place, simply replace the line that starts the current window manager with one that starts /usr/X11R6/bin/gnome-session instead. If nothing special has been done to configuration file, then it is enough to simply type:

% echo "/usr/X11R6/bin/gnome-session" > ~/.xinitrc

Next, type startx, and the GNOME desktop environment will be started.

Note: If a display manager, like XDM, is being used, this will not work. Instead, create an executable .xsession file with the same command in it. To do this, edit the file and replace the existing window manager command with /usr/X11R6/bin/gnome-session:

% echo "#!/bin/sh" > ~/.xsession
% echo "/usr/X11R6/bin/gnome-session" >> ~/.xsession
% chmod +x ~/.xsession

Another option is to configure the display manager to allow choosing the window manager at login time; the section on KDE details explains how to do this for kdm, the display manager of KDE.


5.7.1.3 Anti-aliased Fonts with GNOME

Starting with version 4.0.2, XFree86 supports anti-aliasing via its ``RENDER'' extension. Gtk+ 2.0 and greater (the toolkit used by GNOME) can make use of this functionality. Configuring anti-aliasing is described in Section 5.5.3. So, with up-to-date software, anti-aliasing is possible within the GNOME desktop. Just go to Applications->Desktop Preferences->Font, and select either Best shapes, Best contrast, or Subpixel smoothing (LCDs). For a Gtk+ application that is not part of the GNOME desktop, set the environment variable GDK_USE_XFT to 1 before launching the program.


5.7.2 KDE


5.7.2.1 About KDE

KDE is an easy to use contemporary desktop environment. Some of the things that KDE brings to the user are:

  • A beautiful contemporary desktop

  • A desktop exhibiting complete network transparency

  • An integrated help system allowing for convenient, consistent access to help on the use of the KDE desktop and its applications

  • Consistent look and feel of all KDE applications

  • Standardized menu and toolbars, keybindings, color-schemes, etc.

  • Internationalization: KDE is available in more than 40 languages

  • Centralized consisted dialog driven desktop configuration

  • A great number of useful KDE applications

KDE has an office application suite based on KDE's ``KParts'' technology consisting of a spread-sheet, a presentation application, an organizer, a news client and more. KDE also comes with a web browser called Konqueror, which represents a solid competitor to other existing web browsers on UNIX systems. More information on KDE can be found on the KDE website. For FreeBSD specific informations and resources on KDE, consult the FreeBSD-KDE team's website.


5.7.2.2 Installing KDE

Just as with GNOME or any other desktop environment, the easiest way to install KDE is through the ``Desktop Configuration'' menu during the FreeBSD installation process as described in Section 2.9.13 of Chapter 2. Once again, the software can be easily installed from a package or from the ports collection:

To install the KDE package from the network, simply type:

# pkg_add -r kde

pkg_add(1) will automatically fetch the latest version of the application.

To build KDE from source, use the ports tree:

# cd /usr/ports/x11/kde3
# make install clean

After KDE has been installed, the X server must be told to launch this application instead of the default window manager. This is accomplished by editing the .xinitrc file:

% echo "exec startkde" > ~/.xinitrc

Now, whenever the X Window System is invoked with startx, KDE will be the desktop.

If a display manager such as xdm is being used, the configuration is slightly different. Edit the .xsession file instead. Instructions for kdm are described later in this chapter.


5.7.3 More Details on KDE

Now that KDE is installed on the system, most things can be discovered through the help pages, or just by pointing and clicking at various menus. Windows or Mac® users will feel quite at home.

The best reference for KDE is the on-line documentation. KDE comes with its own web browser, Konqueror, dozens of useful applications, and extensive documentation. The remainder of this section discusses the technical items that are difficult to learn by random exploration.


5.7.3.1 The KDE Display Manager

An administrator of a multi-user system may wish to have a graphical login screen to welcome users. xdm can be used, as described earlier. However, KDE includes an alternative, kdm, which is designed to look more attractive and include more login-time options. In particular, users can easily choose (via a menu) which desktop environment (KDE, GNOME, or something else) to run after logging on.

To begin with, run the KDE control panel, kcontrol, as root. It is generally considered unsafe to run the entire X environment as root. Instead, run the window manager as a normal user, open a terminal window (such as xterm or KDE's konsole), become root with su (the user must be in the wheel group in /etc/group for this), and then type kcontrol.

Click on the icon on the left marked System, then on Login manager. On the right there are various configurable options, which the KDE manual will explain in greater detail. Click on sessions on the right. Click New type to add various window managers and desktop environments. These are just labels, so they can say KDE and GNOME rather than startkde or gnome-session. Include a label failsafe.

Play with the other menus as well, they are mainly cosmetic and self-explanatory. When you are done, click on Apply at the bottom, and quit the control center.

To make sure kdm understands what the labels (KDE, GNOME etc) mean, edit the files used by xdm.

Note: In KDE 2.2 this has changed: kdm now uses its own configuration files. Please see the KDE 2.2 documentation for details.

In a terminal window, as root, edit the file /usr/X11R6/lib/X11/xdm/Xsession. There is a section in the middle like this:

case $# in
1)
        case $1 in
        failsafe)
                exec xterm -geometry 80x24-0-0
                ;;
        esac
esac

A few lines need to be added to this section. Assuming the labels from used were ``KDE'' and ``GNOME'', use the following:

case $# in
1)
        case $1 in
        kde)
                exec /usr/local/bin/startkde
                ;;
        GNOME)
                exec /usr/X11R6/bin/gnome-session
                ;;
        failsafe)
                exec xterm -geometry 80x24-0-0
                ;;
        esac
esac

For the KDE login-time desktop background to be honored, the following line needs to be added to /usr/X11R6/lib/X11/xdm/Xsetup_0:

/usr/local/bin/kdmdesktop

Now, make sure kdm is listed in /etc/ttys to be started at the next bootup. To do this, simply follow the instructions from the previous section on xdm and replace references to the /usr/X11R6/bin/xdm program with /usr/local/bin/kdm.


5.7.3.2 Anti-aliased Fonts

Starting with version 4.0.2, XFree86 supports anti-aliasing via its ``RENDER'' extension, and starting with version 2.3, Qt (the toolkit used by KDE) supports this extension. Configuring this is described in Section 5.5.3 on antialiasing X11 fonts. So, with up-to-date software, anti-aliasing is possible on a KDE desktop. Just go to the KDE menu, go to Preferences->Look and Feel->Fonts, and click on the check box Use Anti-Aliasing for Fonts and Icons. For a Qt application which is not part of KDE, the environment variable QT_XFT needs to be set to true before starting the program.


5.7.4 XFce

5.7.4.1 About XFce

XFce is a desktop environment based on the GTK toolkit used by GNOME, but is much more lightweight and meant for those who want a simple, efficient desktop which is nevertheless easy to use and configure. Visually, it looks very much like CDE, found on commercial UNIX systems. Some of XFce's features are:

  • A simple, easy-to-handle desktop

  • Fully configurable via mouse, with drag and drop, etc

  • Main panel similar to CDE, with menus, applets and applications launchers

  • Integrated window manager, file manager, sound manager, GNOME compliance module, and other things

  • Themeable (since it uses GTK)

  • Fast, light and efficient: ideal for older/slower machines or machines with memory limitations

More information on XFce can be found on the XFce website.


5.7.4.2 Installing XFce

A binary package for XFce exists (at the time of writing). To install, simply type:

# pkg_add -r xfce4

Alternatively, to build from source, use the ports collection:

# cd /usr/ports/x11-wm/xfce4
# make install clean

Now, tell the X server to launch XFce the next time X is started. Simply type this:

% echo "/usr/X11R6/bin/startxfce4" > ~/.xinitrc

The next time X is started, XFce will be the desktop. As before, if a display manager like xdm is being used, create an .xsession, as described in the section on GNOME, but with the /usr/X11R6/bin/startxfce4 command; or, configure the display manager to allow choosing a desktop at login time, as explained in the section on kdm.

II. System Administration

The remaining chapters of the FreeBSD Handbook cover all aspects of FreeBSD system administration. Each chapter starts by describing what you will learn as a result of reading the chapter, and also details what you are expected to know before tackling the material.

These chapters are designed to be read when you need the information. You do not have to read them in any particular order, nor do you need to read all of them before you can begin using FreeBSD.


Chapter 6 Configuration and Tuning

Written by Chern Lee. Based on a tutorial written by Mike Smith. Also based on tuning(7) written by Matt Dillon.

6.1 Synopsis

One of the important aspects of FreeBSD is system configuration. Correct system configuration will help prevent headaches during future upgrades. This chapter will explain much of the FreeBSD configuration process, including some of the parameters which can be set to tune a FreeBSD system.

After reading this chapter, you will know:

  • How to efficiently work with file systems and swap partitions.

  • The basics of rc.conf configuration and /usr/local/etc/rc.d startup systems.

  • How to configure and test a network card.

  • How to configure virtual hosts on your network devices.

  • How to use the various configuration files in /etc.

  • How to tune FreeBSD using sysctl variables.

  • How to tune disk performance and modify kernel limitations.

Before reading this chapter, you should:

  • Understand UNIX and FreeBSD basics (Chapter 3).

  • Be familiar with keeping FreeBSD sources up to date (Chapter 22), and the basics of kernel configuration/compilation (Chapter 9).


6.2 Initial Configuration

6.2.1 Partition Layout


6.2.1.1 Base Partitions

When laying out file systems with disklabel(8) or sysinstall(8), remember that hard drives transfer data faster from the outer tracks to the inner. Thus smaller and heavier-accessed file systems should be closer to the outside of the drive, while larger partitions like /usr should be placed toward the inner. It is a good idea to create partitions in a similar order to: root, swap, /var, /usr.

The size of /var reflects the intended machine usage. /var is used to hold mailboxes, log files, and printer spools. Mailboxes and log files can grow to unexpected sizes depending on how many users exist and how long log files are kept. Most users would never require a gigabyte, but remember that /var/tmp must be large enough to contain packages.

The /usr partition holds much of the files required to support the system, the ports(7) collection (recommended) and the source code (optional). Both of which are optional at install time. At least 2 gigabytes would be recommended for this partition.

When selecting partition sizes, keep the space requirements in mind. Running out of space in one partition while barely using another can be a hassle.

Note: Some users have found that sysinstall(8)'s Auto-defaults partition sizer will sometimes select smaller than adequate /var and / partitions. Partition wisely and generously.


6.2.1.2 Swap Partition

As a rule of thumb, the swap partition should be about double the size of system memory (RAM). For example, if the machine has 128 megabytes of memory, the swap file should be 256 megabytes. Systems with less memory may perform better with more swap. Less than 256 megabytes of swap is not recommended and memory expansion should be considered. The kernel's VM paging algorithms are tuned to perform best when the swap partition is at least two times the size of main memory. Configuring too little swap can lead to inefficiencies in the VM page scanning code and might create issues later if more memory is added.

On larger systems with multiple SCSI disks (or multiple IDE disks operating on different controllers), it is recommend that a swap is configured on each drive (up to four drives). The swap partitions should be approximately the same size. The kernel can handle arbitrary sizes but internal data structures scale to 4 times the largest swap partition. Keeping the swap partitions near the same size will allow the kernel to optimally stripe swap space across disks. Large swap sizes are fine, even if swap is not used much. It might be easier to recover from a runaway program before being forced to reboot.


6.2.1.3 Why Partition?

Several users think a single large partition will be fine, but there are several reasons why this is a bad idea. First, each partition has different operational characteristics and separating them allows the file system to tune accordingly. For example, the root and /usr partitions are read-mostly, without much writing. While a lot of reading and writing could occur in /var and /var/tmp.

By properly partitioning a system, fragmentation introduced in the smaller write heavy partitions will not bleed over into the mostly-read partitions. Keeping the write-loaded partitions closer to the disk's edge, will increase I/O performance in the partitions where it occurs the most. Now while I/O performance in the larger partitions may be needed, shifting them more toward the edge of the disk will not lead to a significant performance improvement over moving /var to the edge. Finally, there are safety concerns. A smaller, neater root partition which is mostly read-only has a greater chance of surviving a bad crash.


6.3 Core Configuration

The principal location for system configuration information is within /etc/rc.conf. This file contains a wide range of configuration information, principally used at system startup to configure the system. Its name directly implies this; it is configuration information for the rc* files.

An administrator should make entries in the rc.conf file to override the default settings from /etc/defaults/rc.conf. The defaults file should not be copied verbatim to /etc - it contains