.\"	$NetBSD: install,v 1.7 2000/10/29 14:08:05 lukem Exp $
.\"
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Installing
.Nx
is a relatively complex process, but if you have
this document in hand and are careful to read and remember the
information which is presented to you by the install program, it
shouldn't be too much trouble.
.Pp
Before you begin, you should know the geometry of your hard disk, i.e.
the sector size (note that sector sizes other than 512 bytes are not
currently supported), the number of sectors per track, the number of
tracks per cylinder (also known as the number of heads), and the
number of cylinders on the disk. The
.Nx
kernel will try to
discover these parameters on its own, and if it can it will print them
at boot time. If possible, you should use the parameters it prints.
(You might not be able to because you're sharing your disk with
another operating system, or because your disk is old enough that the
kernel can't figure out its geometry.)
.Pp
If
.Nx
will be sharing the disk with RiscOS or another operating
system, you should have already completed the section of these notes
that instructed you on how to prepare your hard disk. You should know
the size of the
.Nx
area of the disk and its offset from the
beginning of the disk. You will need this information when setting up
your
.Nx
partitions.
.Pp
You should now be ready to install
.Nx .
It might be handy for you
to have a pencil, some paper, and a calculator handy.
.Pp
The following is a walk-through of the steps you will take while
getting
.Nx
installed on your hard disk. If any question has a
default answer, it will be displayed in brackets
.Pq Dq []
after the
question. If you wish to stop the installation, you may press
.Key CONTROL-C
at any time, but if you do, you'll have to begin the installation
process again from scratch.
.Pp
Boot your machine using the installation kernel for your
platform. (Instructions for doing this on your platform can be
found in the preparation section of this document.)
.Pp
If this doesn't work, ensure that you're using the correct
kernel for your hardware.
.Pp
Depending upon your platform and the method of loading the,
it may take a while to load the kernel.
.Pp
You will then be presented with the
.Nx
kernel boot
messages. You will want to read them, to determine your
disk's name and geometry. Its name will be something like
.Li sd0
or
.Li wd0
and the geometry will be printed on a line that
begins with its name. As mentioned above, you will need your
disk's geometry when creating
.Nx 's
partitions. You will
also need to know the name, to tell the install tools what
disk to install on.
.Pp
While booting, you will probably see several warnings. You
should be warned that no swap space is present, and that
.Xr init 8
cannot find
.Pa /etc/rc.
Do not be alarmed, these are
completely normal. When you reach the prompt asking you for a
shell name, just press
.Key RETURN .
.Pp
You will be asked if you wish to install or upgrade your
system or go to a shell prompt. Enter
.Ic install .
.Pp
You will be presented with a welcome message and a prompt,
asking if you wish to proceed with the installation process.
If you wish to proceed, enter
.Sq Ic y
and press
.Key RETURN .
.Pp
You will be asked what type of disk driver you have. The
valid options are listed by the install program, to make sure
you get it right.
.Pp
The install program will then tell you which disks of that
type it can install on, and ask you which it should use.
Reply with the name of your disk. (The first disk of the type
you selected, either
.Li wd0
for IDE disks, or
.Li sd0
for SCSI
disks, is the default.)
.Pp
You will then be asked to name your disk's disklabel. The
default response is
.Sq Ic mywd
or
.Sq Ic mysd
depending on the type of
your disk, and for most purposes it will be OK. If you choose
to name it something different, make sure the name is a single
word and contains no special characters. You don't need to
remember this name.
.Pp
You will be prompted for your disk's geometry information,
i.e. the number of bytes per sector, cylinders on the disk,
tracks per cylinder (heads), and sectors per track. Enter
them when they are requested. If you make a mistake, press
.Key CONTROL-C
and when you get to the shell prompt, restart the
install process by running the
.Ic install
command. Once you
have entered this data, the install program will tell you the
total size of your disk, in both sectors, and cylinders.
Remember this number; if you're installing on the whole disk,
you'll need it again soon.
.Pp
When describing your partitions, you will have the option of
entering data about them in units of disk sectors or
cylinders. If you choose to enter the information in units of
sectors, remember that, for optimal performance, partitions
should begin and end on cylinder boundaries. You will be
asked about which units you wish to use, and you should reply
with
.Sq Ic c
for cylinders, or
.Sq Ic s
for sectors.
.Pp
You will be asked for the size of the
.Nx
portion of the
disk. If you're installing on the whole disk, reply with the
size of the disk, as printed earlier by the install program.
If you're using only part of the disk, reply with the size
that you specified in the partition editor. (Don't forget to
enter the size in the units you specified in the last step!)
.Pp
If you are not installing on the whole disk, you will be asked
for the offset of the
.Nx
partition from the beginning of
the disk. Reply with the appropriate offset (again, in
whichever units you specified), as determined by how you
set up your disk using the partition editor.
.Pp
You will be asked to enter the size of your
.Nx
root partition
.Pq Pa / .
It should be at least 13 MB, but if you are going to
be doing development, 14-16 MB is a more desirable size. This
size should be expressed in units of sectors or cylinders,
depending on which you said you wanted to use.
.Pp
Next, you will be asked for the size of your swap partition.
You should probably allocate twice as much swap space as you
have real memory. Systems that will be heavily used should
have more swap space allocated, and systems that will be
lightly used can get by with less. If you want the system to
be able to save crash dumps when it panics, you will need at
least as much swap space as you have RAM. Again, this number
should be expressed in units of sectors or cylinders, as
appropriate.
.Pp
The install program will then ask you for information about
the rest of the partitions you want on your disk. For most
purposes, you will want only one more partition,
.Pa /usr .
(Machines used as servers will probably also want
.Pa /var
as a separate partition. That can be done with these installation
tools, but is not covered here.) The install program will
tell you how much space there is left to be allocated in the
NetBSD area of the disk, and, if you only want one more
partition
.Pq Pa /usr ,
you should enter it at the prompt when the
installer asks you how large the next partition should be.
It will then ask you for the name of the mount point for that
partition. If you're doing a basic installation, that is
.Pa /usr .
.Pp
.Em You are now at the point of no return.
Nothing has been
written to your disk yet, but if you confirm that you want to
install
.Nx ,
your hard drive will be modified, and its
contents may be scrambled at the whim of the install program.
This is especially likely if you have given the install
program incorrect information. If you are sure you want to
proceed, enter
.Ic yes
at the prompt.
.Pp
The install program will now label your disk and make the file
systems you specified. The file systems will be initialized to
contain
.Nx
bootstrapping binaries and configuration files.
It will also create an
.Pa /etc/fstab
for your system, and mount
all of the file systems under
.Pa /mnt .
(In other words, your
.Pa /
(root) partition will be mounted on
.Pa /mnt ,
your
.Pa /usr
partition on
.Pa /mnt/usr ,
and so on.) There should be no errors in this
section of the installation. If there are, restart from the
beginning of the installation process.
.Pp
You will be placed at a shell prompt (
.Sq Li # ) .
The task is to
install the distribution sets. The flow of installation
differs depending on your hardware resources, and on what
media the distribution sets reside.
.
.Ss2 To install from floppy
The first thing you should do is pick a temporary
directory where the distribution files can be stored.
To do this, enter the command
.Ic Set_tmp_dir ,
and enter
the name of the temporary directory. (Don't forget
that if your disk is still mounted under
.Pa /mnt ;
you should probably pick a directory under
.Pa /mnt/usr . )
.Pp
After you have picked a temporary directory, enter the
.Ic Load_fd
command, to load the distribution sets from
your floppies.
.Pp
You will be asked which floppy drive to use. Enter
.Sq Ic 0
(zero) if you're using the first floppy drive, or
enter
.Sq Ic 1
if you're using the second.
.Pp
You will be prompted to insert a floppy into the drive,
to have its contents copied to your hard disk. Do so,
and press
.Key RETURN
to begin copying. When that is done,
read the remainder of the floppies that contain the
distribution sets that you want to install, one by
one. When the last is read, and you are being
prompted for another, press
.Key CONTROL-C .
.Pp
Run the
.Ic Extract
command once for each distribution
set you wish to install. For instance, if you wish to
install the
.Sy base
distribution set, followed by the
.Sy text
distribution set, and finally the
.Sy etc
distribution set, use the commands:
.Pp
.Dl # Ic "Extract base"
.Dl # Ic "Extract text"
.Dl # Ic "Extract etc"
.Pp
For each extraction, it will ask you if the extraction
should be verbose. If you reply affirmatively, it
will print out the name of each file that's being
extracted.
.(Note
If you know that you will be running low on
disk space when installing
.Nx ,
you can load and
extract one distribution set at a time. To do this,
load only the floppies which contain the files for the
first distribution set, extract them, and then change
to the temporary directory and remove them with the
command
.Ic rm set_name.??
.Note)
.Pp
Once you are finished extracting all of the sets that
you wish to install, you should proceed to the
instructions below (after the last install medium
type-specific instructions), that explain how you
should configure your system.
.
.Ss2 To install from tape
The first thing you should do is pick a temporary
directory where the distribution files can be stored.
To do this, enter the command
.Ic Set_tmp_dir ,
and enter
the name of the temporary directory. (Don't forget
that your disk is mounted under
.Pa /mnt ;
you should
probably pick a directory under
.Pa /mnt/usr . )
The default is
.Pa /mnt/usr/distrib .
.Pp
After you have picked a temporary directory, enter the
.Sy Load_tape
command, to load the distribution sets from
tape.
.Pp
You will be asked which tape drive to use. The
default is
.Li rst0 ,
which is correct if you're using
the SCSI tape drive with the lowest SCSI-ID number.
(For the SCSI tape drive with the next lowest SCSI-ID
number, you should use
.Li rst1 ,
and so on.)
.Pp
You will be prompted to press
.Key RETURN
when you have
inserted the tape into the tape drive. When you do,
the contents of the tape will be extracted into the
temporary directory, and the names of the files being
extracted will be printed.
.Pp
After the tape has been extracted, to go the directory
containing the first distribution set you wish to
install. (Depending on how you made the tape, it's
probably a subdirectory of the temporary directory you
specified above.) Once there, run the
.Ic Set_tmp_dir
command again, and accept its default answer by
pressing return at the prompt.
.Pp
Use the
.Ic Extract
command to extract the distribution
set. For instance, if you're extracting the
.Sy base
set, use the command:
.Pp
.Dl # Ic "Extract base"
.Pp
You will be asked if you wish the extraction to be
verbose. If you reply affirmatively, the name of each
file being extracted will be printed.
.Pp
Repeat the previous two steps for each distribution
set you wish to install. Change to the set's
directory, run
.Ic Set_tmp_dir ,
and then run
.Ic Extract Ar set_name
to extract the set.
.Pp
Once you are finished extracting all of the sets that
you wish to install, you should proceed to the
instructions below (after the last install medium
type-specific instructions), that explain how you
should configure your system.
.Pp
.Ss2 To install via FTP or NFS
The first thing you should do is pick a temporary
directory where the distribution files can be stored.
To do this, enter the command
.Ic Set_tmp_dir ,
and enter the name of the temporary directory. (Don't forget
that your disk is mounted under
.Pa /mnt ;
you should probably pick a directory under
.Pa /mnt/usr . )
The default is
.Pa /mnt/usr/distrib .
.Pp
Configure the appropriate ethernet interface (e.g.
ea0, eb0, etc.) up, with a command like:
.Pp
.Ic ifconfig Ar ifname ipaddr
.Op Ic netmask Ar netmask
.Pp
where
.Ar ifname No is the interface name, like those
listed above, and
.Ar ipaddr No is the numeric IP address
of the interface. If the interface has a special
netmask, supply the word
.Ic netmask No and that netmask
at the end of the command line. (The brackets
indicate that those arguments are optional.) For
instance, to configure interface
.Em ea0
with IP address
.Li 129.133.10.10 ,
use the command:
.Pp
.Dl # Ic "ifconfig ea0 129.133.10.10"
.Pp
and to configure interface
.Em eb0
with IP address
.Li 128.32.240.167
and a special netmask,
.Li 0xffffff00 ,
use the command:
.Pp
.Dl # Ic "ifconfig eb0 128.32.240.167 netmask 0xffffff00"
.Pp
If the NFS server or FTP server is not on a directly-
connected network, you need to set up a route to it
using a command like:
.sp
.Ic route add default Ar gate_ipaddr
.sp
.No where Ar gate_ipaddr
is your gateway's numeric IP address.
.Pp
If you are NFS-mounting the distribution sets, mount
them on the temporary directory with a command like:
.sp
.Ic mount -t nfs Ar serv_ipaddr:dist_dir\ tmp_dir
.Pp
where
.Ar serv_ipaddr
is the server's numeric IP address,
.Ar dist_dir
is the path to the distribution files on the server, and
.Ar tmp_dir
is the name of the local temporary directory.
.Pp
Once this is done, proceed as if you had loaded the
files from tape, changing to the appropriate
directories, running
.Ic Set_tmp_dir ,
and running
.Ic Extract
as appropriate.
.Pp
If you are retrieving the distribution sets using ftp,
change into the temporary directory, and execute the
command:
.Pp
.Ic ftp Ar serv_ipaddr
.Pp
where
.Ar serv_ipaddr
is once again the server's numeric
IP address. Get the files with FTP, taking care to
use binary mode when transferring the files.
.Pp
Once you have all of the files for the distribution
sets that you wish to install, you can proceed using
the instructions above, as if you had installed from a
floppy. (Note that as with the floppy install, if
you're short on disk space, you can transfer only one
set at a time, extract it, then delete it, to save
space.)
.Pp
.Ss2 To install from CD-ROM
First create a mount point so that you can mount the
CD-ROM:
.Pp
.Dl # Ic "mkdir /mnt/cdrom"
.Pp
If you get an error here of
.Dq "mkdir: /mnt/cdrom",
don't worry it just means that you didn't need to create the
directory.
.Pp
Then all you need to do is mount the CD-ROM.
For the first CD-ROM drive use:
.Pp
.Dl # Ic "mount -rt cd9660 /dev/cd0a /mnt/cdrom"
.Pp
Or, for the second use:
.Pp
.Dl # Ic "mount -rt cd9660 /dev/cd1a /mnt/cdrom"
.Pp
Once this is done, extract the required sets as
described in the
.Sx "To install from floppy"
section, but
ensure that you set the temporary directory to the
location of the sets on the CD-ROM (usually
.Pa /cdrom/distrib ,
but check the release notes that came with the CD).
.Pp
.Ss2 Completing your installation
Once you have finished extracting all of the distribution sets
that you wish to install, and are back at the
.Sq Li #
prompt, you
are ready to configure your system. The configuration utility
expects that you have installed the
.Sy base
and
.Sy etc
distribution sets. If you have not, you will not be able to
run it successfully (nor will you have a functional system, in
any case). To configure your newly-installed
.Nx
system,
run the command
.Ic Configure .
It will ask you for the system's
host name, domain name, and other network configuration
information. It will set up your configuration files and make
the device nodes for the newly-installed system.
.Pp
.Em Congratulations, you have successfully installed
.Nx \*V .