diff --git a/en_US.ISO8859-1/books/arch-handbook/boot/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/boot/chapter.sgml index 4fbb435473..66e0b8e8aa 100644 --- a/en_US.ISO8859-1/books/arch-handbook/boot/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/boot/chapter.sgml @@ -1,1023 +1,1023 @@ Sergey Lyubka Contributed by Bootstrapping and kernel initialization - + Synopsis This chapter is an overview of the boot and system initialization process, starting from the BIOS (firmware) POST, to the first user process creation. Since the initial steps of system startup are very architecture dependent, the IA-32 architecture is used as an example. - + Overview A computer running FreeBSD can boot by several methods, although the most common method, booting from a harddisk where the OS is installed, will be discussed here. The boot process is divided into several steps: BIOS POST boot0 stage boot2 stage loader stage kernel initialization The boot0 and boot2 stages are also referred to as bootstrap stages 1 and 2 in &man.boot.8; as the first steps in FreeBSD's 3-stage bootstrapping procedure. Various information is printed on the screen at each stage, so you may visually recognize them using the table that follows. Please note that the actual data may differ from machine to machine: may vary BIOS (firmware) messages F1 FreeBSD F2 BSD F5 Disk 2 boot0 >>FreeBSD/i386 BOOT Default: 1:ad(1,a)/boot/loader boot: boot2This prompt will appear if the user presses a key just after selecting an OS to boot at the boot0 stage. BTX loader 1.0 BTX version is 1.01 BIOS drive A: is disk0 BIOS drive C: is disk1 BIOS 639kB/64512kB available memory FreeBSD/i386 bootstrap loader, Revision 0.8 Console internal video/keyboard (jkh@bento.freebsd.org, Mon Nov 20 11:41:23 GMT 2000) /kernel text=0x1234 data=0x2345 syms=[0x4+0x3456] Hit [Enter] to boot immediately, or any other key for command prompt Booting [kernel] in 9 seconds..._ loader 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. FreeBSD 4.6-RC #0: Sat May 4 22:49:02 GMT 2002 devnull@kukas:/usr/obj/usr/src/sys/DEVNULL Timecounter "i8254" frequency 1193182 Hz kernel - + BIOS POST When the PC powers on, the processor's registers are set to some predefined values. One of the registers is the instruction pointer register, and its value after a power on is well defined: it is a 32-bit value of 0xffffff00. The instruction pointer register points to code to be executed by the processor. One of the registers is the cr1 32-bit control register, and its value just after the reboot is 0. One of the cr1's bits, the bit PE (Protected Enabled) indicates whether the processor is running in protected or real mode. Since at boot time this bit is cleared, the processor boots in real mode. Real mode means, among other things, that linear and physical addresses are identical. The value of 0xffffff00 is slightly less then 4Gb, so unless the machine has 4Gb physical memory, it cannot point to a valid memory address. The computer's hardware translates this address so that it points to a BIOS memory block. BIOS stands for Basic Input Output System, and it is a chip on the motherboard that has a relatively small amount of read-only memory (ROM). This memory contains various low-level routines that are specific to the hardware supplied with the motherboard. So, the processor will first jump to the address 0xffffff00, which really resides in the BIOS's memory. Usually this address contains a jump instruction to the BIOS's POST routines. POST stands for Power On Self Test. This is a set of routines including the memory check, system bus check and other low-level stuff so that the CPU can initialize the computer properly. The important step on this stage is determining the boot device. All modern BIOS's allow the boot device to be set manually, so you can boot from a floppy, CD-ROM, harddisk etc. The very last thing in the POST is the INT 0x19 instruction. That instruction reads 512 bytes from the first sector of boot device into the memory at address 0x7c00. The term first sector originates from harddrive architecture, where the magnetic plate is divided to a number of cylindrical tracks. Tracks are numbered, and every track is divided by a number (usually 64) sectors. Track number 0 is the outermost on the magnetic plate, and sector 1, the first sector (tracks, or, cylinders, are numbered starting from 0, but sectors - starting from 1), has a special meaning. It is also called Master Boot Record, or MBR. The remaining sectors on the first track are never used Some utilities such as &man.disklabel.8; may store the information in this area, mostly in the second sector.. - + <literal>boot0</literal> stage Take a look at the file /boot/boot0. This is a small 512-byte file, and it is exactly what FreeBSD's installation procedure wrote to your harddisk's MBR if you chose the bootmanager option at installation time. As mentioned previously, the INT 0x19 instruction loads an MBR, i.e. the boot0 content, into the memory at address 0x7c00. Taking a look at the file sys/boot/i386/boot0/boot0.s can give a guess at what is happening there - this is the boot manager, which is an awesome piece of code written by Robert Nordier. The MBR, or, boot0, has a special structure starting from offset 0x1be, called the partition table. It has 4 records of 16 bytes each, called partition records, which represent how the harddisk(s) are partitioned, or, in FreeBSD's terminology, sliced. One byte of those 16 says whether a partition (slice) is bootable or not. Exactly one record must have that flag set, otherwise boot0's code will refuse to proceed. A partition record has the following fields: the 1-byte filesystem type the 1-byte bootable flag the 6 byte descriptor in CHS format the 8 byte descriptor in LBA format A partition record descriptor has the information about where exactly the partition resides on the drive. Both descriptors, LBA and CHS, describe the same information, but in different ways: LBA (Logical Block Addressing) has the starting sector for the partition and the partition's length, while CHS (Cylinder Head Sector) has coordinates for the first and last sectors of the partition. The boot manager scans the partition table and prints the menu on the screen so the user can select what disk and what slice to boot. By pressing an appropriate key, boot0 performs the following actions: modifies the bootable flag for the selected partition to make it bootable, and clears the previous saves itself to disk to remember what partition (slice) has been selected so to use it as the default on the next boot loads the first sector of the selected partition (slice) into memory and jumps there What kind of data should reside on the very first sector of a bootable partition (slice), in our case, a FreeBSD slice? As you may have already guessed, it is boot2. - + <literal>boot2</literal> stage You might wonder, why boot2 comes after boot0, and not boot1. Actually, there is a 512-byte file called boot1 in the directory /boot as well. It is used for booting from a floppy. When booting from a floppy, boot1 plays the same role as boot0 for a harddisk: it locates boot2 and runs it. You may have realized that a file /boot/mbr exists as well. It is a simplified version of boot0. The code in mbr does not provide a menu for the user, it just blindly boots the partition marked active. The code implementing boot2 resides in sys/boot/i386/boot2/, and the executable itself is in /boot. The files boot0 and boot2 that are in /boot are not used by the bootstrap, but by utilities such as boot0cfg. The actual position for boot0 is in the MBR. For boot2 it is the beginning of a bootable FreeBSD slice. These locations are not under the filesystem's control, so they are invisible to commands like ls. The main task for boot2 is to load the file /boot/loader, which is the third stage in the bootstrapping procedure. The code in boot2 cannot use any services like open() and read(), since the kernel is not yet loaded. It must scan the harddisk, knowing about the filesystem structure, find the file /boot/loader, read it into memory using a BIOS service, and then pass the execution to the loader's entry point. Besides that, boot2 prompts for user input so the loader can be booted from different disk, unit, slice and partition. The boot2 binary is created in special way: sys/boot/i386/boot2/Makefile boot2: boot2.ldr boot2.bin ${BTX}/btx/btx btxld -v -E ${ORG2} -f bin -b ${BTX}/btx/btx -l boot2.ldr \ -o boot2.ld -P 1 boot2.bin This Makefile snippet shows that &man.btxld.8; is used to link the binary. BTX, which stands for BooT eXtender, is a piece of code that provides a protected mode environment for the program, called the client, that it is linked with. So boot2 is a BTX client, i.e. it uses the service provided by BTX. The btxld utility is the linker. It links two binaries together. The difference between &man.btxld.8; and &man.ld.1; is that ld usually links object files into a shared object or executable, while btxld links an object file with the BTX, producing the binary file suitable to be put on the beginning of the partition for the system boot. boot0 passes the execution to BTX's entry point. BTX then switches the processor to protected mode, and prepares a simple environment before calling the client. This includes: virtual v86 mode. That means, the BTX is a v86 monitor. Real mode instructions like posh, popf, cli, sti, if called by the client, will work. Interrupt Descriptor Table (IDT) is set up so all hardware interrupts are routed to the default BIOS's handlers, and interrupt 0x30 is set up to be the syscall gate. Two system calls: exec and exit, are defined: sys/boot/i386/btx/lib/btxsys.s: .set INT_SYS,0x30 # Interrupt number # # System call: exit # __exit: xorl %eax,%eax # BTX system int $INT_SYS # call 0x0 # # System call: exec # __exec: movl $0x1,%eax # BTX system int $INT_SYS # call 0x1 BTX creates a Global Descriptor Table (GDT): sys/boot/i386/btx/btx/btx.s: gdt: .word 0x0,0x0,0x0,0x0 # Null entry .word 0xffff,0x0,0x9a00,0xcf # SEL_SCODE .word 0xffff,0x0,0x9200,0xcf # SEL_SDATA .word 0xffff,0x0,0x9a00,0x0 # SEL_RCODE .word 0xffff,0x0,0x9200,0x0 # SEL_RDATA .word 0xffff,MEM_USR,0xfa00,0xcf# SEL_UCODE .word 0xffff,MEM_USR,0xf200,0xcf# SEL_UDATA .word _TSSLM,MEM_TSS,0x8900,0x0 # SEL_TSS The client's code and data start from address MEM_USR (0xa000), and a selector (SEL_UCODE) points to the client's code segment. The SEL_UCODE descriptor has Descriptor Privilege Level (DPL) 3, which is the lowest privilege level. But the INT 0x30 instruction handler resides in a segment pointed to by the SEL_SCODE (supervisor code) selector, as shown from the code that creates an IDT: mov $SEL_SCODE,%dh # Segment selector init.2: shr %bx # Handle this int? jnc init.3 # No mov %ax,(%di) # Set handler offset mov %dh,0x2(%di) # and selector mov %dl,0x5(%di) # Set P:DPL:type add $0x4,%ax # Next handler So, when the client calls __exec(), the code will be executed with the highest privileges. This allows the kernel to change the protected mode data structures, such as page tables, GDT, IDT, etc later, if needed. boot2 defines an important structure, struct bootinfo. This structure is initialized by boot2 and passed to the loader, and then further to the kernel. Some nodes of this structures are set by boot2, the rest by the loader. This structure, among other information, contains the kernel filename, BIOS harddisk geometry, BIOS drive number for boot device, physical memory available, envp pointer etc. The definition for it is: /usr/include/machine/bootinfo.h struct bootinfo { u_int32_t bi_version; u_int32_t bi_kernelname; /* represents a char * */ u_int32_t bi_nfs_diskless; /* struct nfs_diskless * */ /* End of fields that are always present. */ #define bi_endcommon bi_n_bios_used u_int32_t bi_n_bios_used; u_int32_t bi_bios_geom[N_BIOS_GEOM]; u_int32_t bi_size; u_int8_t bi_memsizes_valid; u_int8_t bi_bios_dev; /* bootdev BIOS unit number */ u_int8_t bi_pad[2]; u_int32_t bi_basemem; u_int32_t bi_extmem; u_int32_t bi_symtab; /* struct symtab * */ u_int32_t bi_esymtab; /* struct symtab * */ /* Items below only from advanced bootloader */ u_int32_t bi_kernend; /* end of kernel space */ u_int32_t bi_envp; /* environment */ u_int32_t bi_modulep; /* preloaded modules */ }; boot2 enters into an infinite loop waiting for user input, then calls load(). If the user does not press anything, the loop brakes by a timeout, so load() will load the default file (/boot/loader). Functions ino_t lookup(char *filename) and int xfsread(ino_t inode, void *buf, size_t nbyte) are used to read the content of a file into memory. /boot/loader is an ELF binary, but where the ELF header is prepended with a.out's struct exec structure. load() scans the loader's ELF header, loading the content of /boot/loader into memory, and passing the execution to the loader's entry: sys/boot/i386/boot2/boot2.c: __exec((caddr_t)addr, RB_BOOTINFO | (opts & RBX_MASK), MAKEBOOTDEV(dev_maj[dsk.type], 0, dsk.slice, dsk.unit, dsk.part), 0, 0, 0, VTOP(&bootinfo)); - + <application>loader</application> stage loader is a BTX client as well. I will not describe it here in detail, there is a comprehensive manpage written by Mike Smith, &man.loader.8;. The underlying mechanisms and BTX were discussed above. The main task for the loader is to boot the kernel. When the kernel is loaded into memory, it is being called by the loader: sys/boot/common/boot.c: /* Call the exec handler from the loader matching the kernel */ module_formats[km->m_loader]->l_exec(km); - + Kernel initialization To where exactly is the execution passed by the loader, i.e. what is the kernel's actual entry point. Let us take a look at the command that links the kernel: sys/conf/Makefile.i386: ld -elf -Bdynamic -T /usr/src/sys/conf/ldscript.i386 -export-dynamic \ -dynamic-linker /red/herring -o kernel -X locore.o \ <lots of kernel .o files> A few interesting things can be seen in this line. First, the kernel is an ELF dynamically linked binary, but the dynamic linker for kernel is /red/herring, which is definitely a bogus file. Second, taking a look at the file sys/conf/ldscript.i386 gives an idea about what ld options are used when compiling a kernel. Reading through the first few lines, the string sys/conf/ldscript.i386: ENTRY(btext) says that a kernel's entry point is the symbol `btext'. This symbol is defined in locore.s: sys/i386/i386/locore.s: .text /********************************************************************** * * This is where the bootblocks start us, set the ball rolling... * */ NON_GPROF_ENTRY(btext) First what is done is the register EFLAGS is set to a predefined value of 0x00000002, and then all the segment registers are initialized: sys/i386/i386/locore.s /* Don't trust what the BIOS gives for eflags. */ pushl $PSL_KERNEL popfl /* * Don't trust what the BIOS gives for %fs and %gs. Trust the bootstrap * to set %cs, %ds, %es and %ss. */ mov %ds, %ax mov %ax, %fs mov %ax, %gs btext calls the routines recover_bootinfo(), identify_cpu(), create_pagetables(), which are also defined in locore.s. Here is a description of what they do: recover_bootinfo This routine parses the parameters to the kernel passed from the bootstrap. The kernel may have been booted in 3 ways: by the loader, described above, by the old disk boot blocks, and by the old diskless boot procedure. This function determines the booting method, and stores the struct bootinfo structure into the kernel memory. identify_cpu This functions tries to find out what CPU it is running on, storing the value found in a variable _cpu. create_pagetables This function allocates and fills out a Page Table Directory at the top of the kernel memory area. The next steps are enabling VME, if the CPU supports it: testl $CPUID_VME, R(_cpu_feature) jz 1f movl %cr4, %eax orl $CR4_VME, %eax movl %eax, %cr4 Then, enabling paging: /* Now enable paging */ movl R(_IdlePTD), %eax movl %eax,%cr3 /* load ptd addr into mmu */ movl %cr0,%eax /* get control word */ orl $CR0_PE|CR0_PG,%eax /* enable paging */ movl %eax,%cr0 /* and let's page NOW! */ The next three lines of code are because the paging was set, so the jump is needed to continue the execution in virtualized address space: pushl $begin /* jump to high virtualized address */ ret /* now running relocated at KERNBASE where the system is linked to run */ begin: The function init386() is called, with a pointer to the first free physical page, after that mi_startup(). init386 is an architecture dependent initialization function, and mi_startup() is an architecture independent one (the 'mi_' prefix stands for Machine Independent). The kernel never returns from mi_startup(), and by calling it, the kernel finishes booting: sys/i386/i386/locore.s: movl physfree, %esi pushl %esi /* value of first for init386(first) */ call _init386 /* wire 386 chip for unix operation */ call _mi_startup /* autoconfiguration, mountroot etc */ hlt /* never returns to here */ <function>init386()</function> init386() is defined in sys/i386/i386/machdep.c and performs low-level initialization, specific to the i386 chip. The switch to protected mode was performed by the loader. The loader has created the very first task, in which the kernel continues to operate. Before running straight away to the code, I will enumerate the tasks the processor must complete to initialize protected mode execution: Initialize the kernel tunable parameters, passed from the bootstrapping program. Prepare the GDT. Prepare the IDT. Initialize the system console. Initialize the DDB, if it is compiled into kernel. Initialize the TSS. Prepare the LDT. Setup proc0's pcb. What init386() first does is initialize the tunable parameters passed from bootstrap. This is done by setting the environment pointer (envp) and calling init_param1(). The envp pointer has been passed from loader in the bootinfo structure: sys/i386/i386/machdep.c: kern_envp = (caddr_t)bootinfo.bi_envp + KERNBASE; /* Init basic tunables, hz etc */ init_param1(); init_param1() is defined in sys/kern/subr_param.c. That file has a number of sysctls, and two functions, init_param1() and init_param2(), that are called from init386(): sys/kern/subr_param.c hz = HZ; TUNABLE_INT_FETCH("kern.hz", &hz); TUNABLE_<typename>_FETCH is used to fetch the value from the environment: /usr/src/sys/sys/kernel.h #define TUNABLE_INT_FETCH(path, var) getenv_int((path), (var)) Sysctl kern.hz is the system clock tick. Along with this, the following sysctls are set by init_param1(): kern.maxswzone, kern.maxbcache, kern.maxtsiz, kern.dfldsiz, kern.dflssiz, kern.maxssiz, kern.sgrowsiz. Then init386() prepares the Global Descriptors Table (GDT). Every task on an x86 is running in its own virtual address space, and this space is addressed by a segment:offset pair. Say, for instance, the current instruction to be executed by the processor lies at CS:EIP, then the linear virtual address for that instruction would be the virtual address of code segment CS + EIP. For convenience, segments begin at virtual address 0 and end at a 4Gb boundary. Therefore, the instruction's linear virtual address for this example would just be the value of EIP. Segment registers such as CS, DS etc are the selectors, i.e. indexes, into GDT (to be more precise, an index is not a selector itself, but the INDEX field of a selector). FreeBSD's GDT holds descriptors for 15 selectors per CPU: sys/i386/i386/machdep.c: union descriptor gdt[NGDT * MAXCPU]; /* global descriptor table */ sys/i386/include/segments.h: /* * Entries in the Global Descriptor Table (GDT) */ #define GNULL_SEL 0 /* Null Descriptor */ #define GCODE_SEL 1 /* Kernel Code Descriptor */ #define GDATA_SEL 2 /* Kernel Data Descriptor */ #define GPRIV_SEL 3 /* SMP Per-Processor Private Data */ #define GPROC0_SEL 4 /* Task state process slot zero and up */ #define GLDT_SEL 5 /* LDT - eventually one per process */ #define GUSERLDT_SEL 6 /* User LDT */ #define GTGATE_SEL 7 /* Process task switch gate */ #define GBIOSLOWMEM_SEL 8 /* BIOS low memory access (must be entry 8) */ #define GPANIC_SEL 9 /* Task state to consider panic from */ #define GBIOSCODE32_SEL 10 /* BIOS interface (32bit Code) */ #define GBIOSCODE16_SEL 11 /* BIOS interface (16bit Code) */ #define GBIOSDATA_SEL 12 /* BIOS interface (Data) */ #define GBIOSUTIL_SEL 13 /* BIOS interface (Utility) */ #define GBIOSARGS_SEL 14 /* BIOS interface (Arguments) */ Note that those #defines are not selectors themselves, but just a field INDEX of a selector, so they are exactly the indices of the GDT. for example, an actual selector for the kernel code (GCODE_SEL) has the value 0x08. The next step is to initialize the Interrupt Descriptor Table (IDT). This table is to be referenced by the processor when a software or hardware interrupt occurs. For example, to make a system call, user application issues the INT 0x80 instruction. This is a software interrupt, so the processor's hardware looks up a record with index 0x80 in the IDT. This record points to the routine that handles this interrupt, in this particular case, this will be the kernel's syscall gate. The IDT may have a maximum of 256 (0x100) records. The kernel allocates NIDT records for the IDT, where NIDT is the maximum (256): sys/i386/i386/machdep.c: static struct gate_descriptor idt0[NIDT]; struct gate_descriptor *idt = &idt0[0]; /* interrupt descriptor table */ For each interrupt, an appropriate handler is set. The syscall gate for INT 0x80 is set as well: sys/i386/i386/machdep.c: setidt(0x80, &IDTVEC(int0x80_syscall), SDT_SYS386TGT, SEL_UPL, GSEL(GCODE_SEL, SEL_KPL)); So when a userland application issues the INT 0x80 instruction, control will transfer to the function _Xint0x80_syscall, which is in the kernel code segment and will be executed with supervisor privileges. Console and DDB are then initialized: sys/i386/i386/machdep.c: cninit(); /* skipped */ #ifdef DDB kdb_init(); if (boothowto & RB_KDB) Debugger("Boot flags requested debugger"); #endif The Task State Segment is another x86 protected mode structure, the TSS is used by the hardware to store task information when a task switch occurs. The Local Descriptors Table is used to reference userland code and data. Several selectors are defined to point to the LDT, they are the system call gates and the user code and data selectors: /usr/include/machine/segments.h #define LSYS5CALLS_SEL 0 /* forced by intel BCS */ #define LSYS5SIGR_SEL 1 #define L43BSDCALLS_SEL 2 /* notyet */ #define LUCODE_SEL 3 #define LSOL26CALLS_SEL 4 /* Solaris >= 2.6 system call gate */ #define LUDATA_SEL 5 /* separate stack, es,fs,gs sels ? */ /* #define LPOSIXCALLS_SEL 5*/ /* notyet */ #define LBSDICALLS_SEL 16 /* BSDI system call gate */ #define NLDT (LBSDICALLS_SEL + 1) Next, proc0's Process Control Block (struct pcb) structure is initialized. proc0 is a struct proc structure that describes a kernel process. It is always present while the kernel is running, therefore it is declared as global: sys/kern/kern_init.c: struct proc proc0; The structure struct pcb is a part of a proc structure. It is defined in /usr/include/machine/pcb.h and has a process's information specific to the i386 architecture, such as registers values. <function>mi_startup()</function> This function performs a bubble sort of all the system initialization objects and then calls the entry of each object one by one: sys/kern/init_main.c: for (sipp = sysinit; *sipp; sipp++) { /* ... skipped ... */ /* Call function */ (*((*sipp)->func))((*sipp)->udata); /* ... skipped ... */ } Although the sysinit framework is described in the Developers' Handbook, I will discuss the internals of it. Every system initialization object (sysinit object) is created by calling a SYSINIT() macro. Let us take as example an announce sysinit object. This object prints the copyright message: sys/kern/init_main.c: static void print_caddr_t(void *data __unused) { printf("%s", (char *)data); } SYSINIT(announce, SI_SUB_COPYRIGHT, SI_ORDER_FIRST, print_caddr_t, copyright) The subsystem ID for this object is SI_SUB_COPYRIGHT (0x0800001), which comes right after the SI_SUB_CONSOLE (0x0800000). So, the copyright message will be printed out first, just after the console initialization. Let us take a look at what exactly the macro SYSINIT() does. It expands to a C_SYSINIT() macro. The C_SYSINIT() macro then expands to a static struct sysinit structure declaration with another DATA_SET macro call: /usr/include/sys/kernel.h: #define C_SYSINIT(uniquifier, subsystem, order, func, ident) \ static struct sysinit uniquifier ## _sys_init = { \ subsystem, \ order, \ func, \ ident \ }; \ DATA_SET(sysinit_set,uniquifier ## _sys_init); #define SYSINIT(uniquifier, subsystem, order, func, ident) \ C_SYSINIT(uniquifier, subsystem, order, \ (sysinit_cfunc_t)(sysinit_nfunc_t)func, (void *)ident) The DATA_SET() macro expands to a MAKE_SET(), and that macro is the point where the all sysinit magic is hidden: /usr/include/linker_set.h #define MAKE_SET(set, sym) \ static void const * const __set_##set##_sym_##sym = &sym; \ __asm(".section .set." #set ",\"aw\""); \ __asm(".long " #sym); \ __asm(".previous") #endif #define TEXT_SET(set, sym) MAKE_SET(set, sym) #define DATA_SET(set, sym) MAKE_SET(set, sym) In our case, the following declaration will occur: static struct sysinit announce_sys_init = { SI_SUB_COPYRIGHT, SI_ORDER_FIRST, (sysinit_cfunc_t)(sysinit_nfunc_t) print_caddr_t, (void *) copyright }; static void const *const __set_sysinit_set_sym_announce_sys_init = &announce_sys_init; __asm(".section .set.sysinit_set" ",\"aw\""); __asm(".long " "announce_sys_init"); __asm(".previous"); The first __asm instruction will create an ELF section within the kernel's executable. This will happen at kernel link time. The section will have the name .set.sysinit_set. The content of this section is one 32-bit value, the address of announce_sys_init structure, and that is what the second __asm is. The third __asm instruction marks the end of a section. If a directive with the same section name occured before, the content, i.e. the 32-bit value, will be appended to the existing section, so forming an array of 32-bit pointers. Running objdump on a kernel binary, you may notice the presence of such small sections: &prompt.user; objdump -h /kernel 7 .set.cons_set 00000014 c03164c0 c03164c0 002154c0 2**2 CONTENTS, ALLOC, LOAD, DATA 8 .set.kbddriver_set 00000010 c03164d4 c03164d4 002154d4 2**2 CONTENTS, ALLOC, LOAD, DATA 9 .set.scrndr_set 00000024 c03164e4 c03164e4 002154e4 2**2 CONTENTS, ALLOC, LOAD, DATA 10 .set.scterm_set 0000000c c0316508 c0316508 00215508 2**2 CONTENTS, ALLOC, LOAD, DATA 11 .set.sysctl_set 0000097c c0316514 c0316514 00215514 2**2 CONTENTS, ALLOC, LOAD, DATA 12 .set.sysinit_set 00000664 c0316e90 c0316e90 00215e90 2**2 CONTENTS, ALLOC, LOAD, DATA This screen dump shows that the size of .set.sysinit_set section is 0x664 bytes, so 0x664/sizeof(void *) sysinit objects are compiled into the kernel. The other sections such as .set.sysctl_set represent other linker sets. By defining a variable of type struct linker_set the content of .set.sysinit_set section will be collected into that variable: sys/kern/init_main.c: extern struct linker_set sysinit_set; /* XXX */ The struct linker_set is defined as follows: /usr/include/linker_set.h: struct linker_set { int ls_length; void *ls_items[1]; /* really ls_length of them, trailing NULL */ }; The first node will be equal to the number of a sysinit objects, and the second node will be a NULL-terminated array of pointers to them. Returning to the mi_startup() discussion, it is must be clear now, how the sysinit objects are being organized. The mi_startup() function sorts them and calls each. The very last object is the system scheduler: /usr/include/sys/kernel.h: enum sysinit_sub_id { SI_SUB_DUMMY = 0x0000000, /* not executed; for linker*/ SI_SUB_DONE = 0x0000001, /* processed*/ SI_SUB_CONSOLE = 0x0800000, /* console*/ SI_SUB_COPYRIGHT = 0x0800001, /* first use of console*/ ... SI_SUB_RUN_SCHEDULER = 0xfffffff /* scheduler: no return*/ }; The system scheduler sysinit object is defined in the file sys/vm/vm_glue.c, and the entry point for that object is scheduler(). That function is actually an infinite loop, and it represents a process with PID 0, the swapper process. The proc0 structure, mentioned before, is used to describe it. The first user process, called init, is created by the sysinit object init: sys/kern/init_main.c: static void create_init(const void *udata __unused) { int error; int s; s = splhigh(); error = fork1(&proc0, RFFDG | RFPROC, &initproc); if (error) panic("cannot fork init: %d\n", error); initproc->p_flag |= P_INMEM | P_SYSTEM; cpu_set_fork_handler(initproc, start_init, NULL); remrunqueue(initproc); splx(s); } SYSINIT(init,SI_SUB_CREATE_INIT, SI_ORDER_FIRST, create_init, NULL) The create_init() allocates a new process by calling fork1(), but does not mark it runnable. When this new process is scheduled for execution by the scheduler, the start_init() will be called. That function is defined in init_main.c. It tries to load and exec the init binary, probing /sbin/init first, then /sbin/oinit, /sbin/init.bak, and finally /stand/sysinstall: sys/kern/init_main.c: static char init_path[MAXPATHLEN] = #ifdef INIT_PATH __XSTRING(INIT_PATH); #else "/sbin/init:/sbin/oinit:/sbin/init.bak:/stand/sysinstall"; #endif diff --git a/en_US.ISO8859-1/books/arch-handbook/driverbasics/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/driverbasics/chapter.sgml index e47a3772fd..61a425b8bd 100644 --- a/en_US.ISO8859-1/books/arch-handbook/driverbasics/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/driverbasics/chapter.sgml @@ -1,392 +1,392 @@ Writing FreeBSD Device Drivers This chapter was written by &a.murray; with selections from a variety of sources including the intro(4) manual page by &a.joerg;. - + Introduction This chapter provides a brief introduction to writing device drivers for FreeBSD. A device in this context is a term used mostly for hardware-related stuff that belongs to the system, like disks, printers, or a graphics display with its keyboard. A device driver is the software component of the operating system that controls a specific device. There are also so-called pseudo-devices where a device driver emulates the behavior of a device in software without any particular underlying hardware. Device drivers can be compiled into the system statically or loaded on demand through the dynamic kernel linker facility `kld'. Most devices in a Unix-like operating system are accessed through device-nodes, sometimes also called special files. These files are usually located under the directory /dev in the filesystem hierarchy. In releases of FreeBSD older than 5.0-RELEASE, where &man.devfs.5; support is not integrated into FreeBSD, each device node must be created statically and independent of the existence of the associated device driver. Most device nodes on the system are created by running MAKEDEV. Device drivers can roughly be broken down into two categories; character and network device drivers. - + Dynamic Kernel Linker Facility - KLD The kld interface allows system administrators to dynamically add and remove functionality from a running system. This allows device driver writers to load their new changes into a running kernel without constantly rebooting to test changes. The kld interface is used through the following privileged commands: kldload - loads a new kernel module kldunload - unloads a kernel module kldstat - lists the currently loaded modules Skeleton Layout of a kernel module /* * KLD Skeleton * Inspired by Andrew Reiter's Daemonnews article */ #include <sys/types.h> #include <sys/module.h> #include <sys/systm.h> /* uprintf */ #include <sys/errno.h> #include <sys/param.h> /* defines used in kernel.h */ #include <sys/kernel.h> /* types used in module initialization */ /* * Load handler that deals with the loading and unloading of a KLD. */ static int skel_loader(struct module *m, int what, void *arg) { int err = 0; switch (what) { case MOD_LOAD: /* kldload */ uprintf("Skeleton KLD loaded.\n"); break; case MOD_UNLOAD: uprintf("Skeleton KLD unloaded.\n"); break; default: err = EINVAL; break; } return(err); } /* Declare this module to the rest of the kernel */ static moduledata_t skel_mod = { "skel", skel_loader, NULL }; DECLARE_MODULE(skeleton, skel_mod, SI_SUB_KLD, SI_ORDER_ANY); Makefile FreeBSD provides a makefile include that you can use to quickly compile your kernel addition. SRCS=skeleton.c KMOD=skeleton .include <bsd.kmod.mk> Simply running make with this makefile will create a file skeleton.ko that can be loaded into your system by typing: &prompt.root; kldload -v ./skeleton.ko - + Accessing a device driver Unix provides a common set of system calls for user applications to use. The upper layers of the kernel dispatch these calls to the corresponding device driver when a user accesses a device node. The /dev/MAKEDEV script makes most of the device nodes for your system but if you are doing your own driver development it may be necessary to create your own device nodes with mknod. Creating static device nodes The mknod command requires four arguments to create a device node. You must specify the name of the device node, the type of device, the major number of the device, and the minor number of the device. Dynamic device nodes The device filesystem, or devfs, provides access to the kernel's device namespace in the global filesystem namespace. This eliminates the problems of potentially having a device driver without a static device node, or a device node without an installed device driver. Devfs is still a work in progress, but it is already working quite nicely. - + Character Devices A character device driver is one that transfers data directly to and from a user process. This is the most common type of device driver and there are plenty of simple examples in the source tree. This simple example pseudo-device remembers whatever values you write to it and can then supply them back to you when you read from it. /* * Simple `echo' pseudo-device KLD * * Murray Stokely */ #define MIN(a,b) (((a) < (b)) ? (a) : (b)) #include <sys/types.h> #include <sys/module.h> #include <sys/systm.h> /* uprintf */ #include <sys/errno.h> #include <sys/param.h> /* defines used in kernel.h */ #include <sys/kernel.h> /* types used in module initialization */ #include <sys/conf.h> /* cdevsw struct */ #include <sys/uio.h> /* uio struct */ #include <sys/malloc.h> #define BUFFERSIZE 256 /* Function prototypes */ d_open_t echo_open; d_close_t echo_close; d_read_t echo_read; d_write_t echo_write; /* Character device entry points */ static struct cdevsw echo_cdevsw = { echo_open, echo_close, echo_read, echo_write, noioctl, nopoll, nommap, nostrategy, "echo", 33, /* reserved for lkms - /usr/src/sys/conf/majors */ nodump, nopsize, D_TTY, -1 }; typedef struct s_echo { char msg[BUFFERSIZE]; int len; } t_echo; /* vars */ static dev_t sdev; static int len; static int count; static t_echo *echomsg; MALLOC_DECLARE(M_ECHOBUF); MALLOC_DEFINE(M_ECHOBUF, "echobuffer", "buffer for echo module"); /* * This function acts is called by the kld[un]load(2) system calls to * determine what actions to take when a module is loaded or unloaded. */ static int echo_loader(struct module *m, int what, void *arg) { int err = 0; switch (what) { case MOD_LOAD: /* kldload */ sdev = make_dev(&echo_cdevsw, 0, UID_ROOT, GID_WHEEL, 0600, "echo"); /* kmalloc memory for use by this driver */ /* malloc(256,M_ECHOBUF,M_WAITOK); */ MALLOC(echomsg, t_echo *, sizeof(t_echo), M_ECHOBUF, M_WAITOK); printf("Echo device loaded.\n"); break; case MOD_UNLOAD: destroy_dev(sdev); FREE(echomsg,M_ECHOBUF); printf("Echo device unloaded.\n"); break; default: err = EINVAL; break; } return(err); } int echo_open(dev_t dev, int oflags, int devtype, struct proc *p) { int err = 0; uprintf("Opened device \"echo\" successfully.\n"); return(err); } int echo_close(dev_t dev, int fflag, int devtype, struct proc *p) { uprintf("Closing device \"echo.\"\n"); return(0); } /* * The read function just takes the buf that was saved via * echo_write() and returns it to userland for accessing. * uio(9) */ int echo_read(dev_t dev, struct uio *uio, int ioflag) { int err = 0; int amt; /* How big is this read operation? Either as big as the user wants, or as big as the remaining data */ amt = MIN(uio->uio_resid, (echomsg->len - uio->uio_offset > 0) ? echomsg->len - uio->uio_offset : 0); if ((err = uiomove(echomsg->msg + uio->uio_offset,amt,uio)) != 0) { uprintf("uiomove failed!\n"); } return err; } /* * echo_write takes in a character string and saves it * to buf for later accessing. */ int echo_write(dev_t dev, struct uio *uio, int ioflag) { int err = 0; /* Copy the string in from user memory to kernel memory */ err = copyin(uio->uio_iov->iov_base, echomsg->msg, MIN(uio->uio_iov->iov_len,BUFFERSIZE)); /* Now we need to null terminate */ *(echomsg->msg + MIN(uio->uio_iov->iov_len,BUFFERSIZE)) = 0; /* Record the length */ echomsg->len = MIN(uio->uio_iov->iov_len,BUFFERSIZE); if (err != 0) { uprintf("Write failed: bad address!\n"); } count++; return(err); } DEV_MODULE(echo,echo_loader,NULL); To install this driver you will first need to make a node on your filesystem with a command such as: &prompt.root; mknod /dev/echo c 33 0 With this driver loaded you should now be able to type something like: &prompt.root; echo -n "Test Data" > /dev/echo &prompt.root; cat /dev/echo Test Data Real hardware devices in the next chapter.. Additional Resources Dynamic Kernel Linker (KLD) Facility Programming Tutorial - Daemonnews October 2000 How to Write Kernel Drivers with NEWBUS - Daemonnews July 2000 - + Network Drivers Drivers for network devices do not use device nodes in order to be accessed. Their selection is based on other decisions made inside the kernel and instead of calling open(), use of a network device is generally introduced by using the system call socket(2). man ifnet(), loopback device, Bill Paul's drivers, etc.. diff --git a/en_US.ISO8859-1/books/arch-handbook/isa/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/isa/chapter.sgml index 1f51a1a70c..3c4b99338b 100644 --- a/en_US.ISO8859-1/books/arch-handbook/isa/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/isa/chapter.sgml @@ -1,2483 +1,2483 @@ ISA device drivers This chapter was written by &a.babkin; Modifications for the handbook made by &a.murray;, &a.wylie;, and &a.logo;. - + Synopsis This chapter introduces the issues relevant to writing a driver for an ISA device. The pseudo-code presented here is rather detailed and reminiscent of the real code but is still only pseudo-code. It avoids the details irrelevant to the subject of the discussion. The real-life examples can be found in the source code of real drivers. In particular the drivers ep and aha are good sources of information. - + Basic information A typical ISA driver would need the following include files: #include <sys/module.h> #include <sys/bus.h> #include <machine/bus.h> #include <machine/resource.h> #include <sys/rman.h> #include <isa/isavar.h> #include <isa/pnpvar.h> They describe the things specific to the ISA and generic bus subsystem. The bus subsystem is implemented in an object-oriented fashion, its main structures are accessed by associated method functions. The list of bus methods implemented by an ISA driver is like one for any other bus. For a hypothetical driver named xxx they would be: static void xxx_isa_identify (driver_t *, device_t); Normally used for bus drivers, not device drivers. But for ISA devices this method may have special use: if the device provides some device-specific (non-PnP) way to auto-detect devices this routine may implement it. static int xxx_isa_probe (device_t dev); Probe for a device at a known (or PnP) location. This routine can also accommodate device-specific auto-detection of parameters for partially configured devices. static int xxx_isa_attach (device_t dev); Attach and initialize device. static int xxx_isa_detach (device_t dev); Detach device before unloading the driver module. static int xxx_isa_shutdown (device_t dev); Execute shutdown of the device before system shutdown. static int xxx_isa_suspend (device_t dev); Suspend the device before the system goes to the power-save state. May also abort transition to the power-save state. static int xxx_isa_resume (device_t dev); Resume the device activity after return from power-save state. xxx_isa_probe() and xxx_isa_attach() are mandatory, the rest of the routines are optional, depending on the device's needs. The driver is linked to the system with the following set of descriptions. /* table of supported bus methods */ static device_method_t xxx_isa_methods[] = { /* list all the bus method functions supported by the driver */ /* omit the unsupported methods */ DEVMETHOD(device_identify, xxx_isa_identify), DEVMETHOD(device_probe, xxx_isa_probe), DEVMETHOD(device_attach, xxx_isa_attach), DEVMETHOD(device_detach, xxx_isa_detach), DEVMETHOD(device_shutdown, xxx_isa_shutdown), DEVMETHOD(device_suspend, xxx_isa_suspend), DEVMETHOD(device_resume, xxx_isa_resume), { 0, 0 } }; static driver_t xxx_isa_driver = { "xxx", xxx_isa_methods, sizeof(struct xxx_softc), }; static devclass_t xxx_devclass; DRIVER_MODULE(xxx, isa, xxx_isa_driver, xxx_devclass, load_function, load_argument); Here struct xxx_softc is a device-specific structure that contains private driver data and descriptors for the driver's resources. The bus code automatically allocates one softc descriptor per device as needed. If the driver is implemented as a loadable module then load_function() is called to do driver-specific initialization or clean-up when the driver is loaded or unloaded and load_argument is passed as one of its arguments. If the driver does not support dynamic loading (in other words it must always be linked into kernel) then these values should be set to 0 and the last definition would look like: DRIVER_MODULE(xxx, isa, xxx_isa_driver, xxx_devclass, 0, 0); If the driver is for a device which supports PnP then a table of supported PnP IDs must be defined. The table consists of a list of PnP IDs supported by this driver and human-readable descriptions of the hardware types and models having these IDs. It looks like: static struct isa_pnp_id xxx_pnp_ids[] = { /* a line for each supported PnP ID */ { 0x12345678, "Our device model 1234A" }, { 0x12345679, "Our device model 1234B" }, { 0, NULL }, /* end of table */ }; If the driver does not support PnP devices it still needs an empty PnP ID table, like: static struct isa_pnp_id xxx_pnp_ids[] = { { 0, NULL }, /* end of table */ }; - + Device_t pointer Device_t is the pointer type for the device structure. Here we consider only the methods interesting from the device driver writer's standpoint. The methods to manipulate values in the device structure are: device_t device_get_parent(dev) Get the parent bus of a device. driver_t device_get_driver(dev) Get pointer to its driver structure. char *device_get_name(dev) Get the driver name, such as "xxx" for our example. int device_get_unit(dev) Get the unit number (units are numbered from 0 for the devices associated with each driver). char *device_get_nameunit(dev) Get the device name including the unit number, such as xxx0, xxx1 and so on. char *device_get_desc(dev) Get the device description. Normally it describes the exact model of device in human-readable form. device_set_desc(dev, desc) Set the description. This makes the device description point to the string desc which may not be deallocated or changed after that. device_set_desc_copy(dev, desc) Set the description. The description is copied into an internal dynamically allocated buffer, so the string desc may be changed afterwards without adverse effects. void *device_get_softc(dev) Get pointer to the device descriptor (struct xxx_softc) associated with this device. u_int32_t device_get_flags(dev) Get the flags specified for the device in the configuration file. A convenience function device_printf(dev, fmt, ...) may be used to print the messages from the device driver. It automatically prepends the unitname and colon to the message. The device_t methods are implemented in the file kern/bus_subr.c. - + Configuration file and the order of identifying and probing during auto-configuration The ISA devices are described in the kernel configuration file like: device xxx0 at isa? port 0x300 irq 10 drq 5 iomem 0xd0000 flags 0x1 sensitive The values of port, IRQ and so on are converted to the resource values associated with the device. They are optional, depending on the device's needs and abilities for auto-configuration. For example, some devices do not need DRQ at all and some allow the driver to read the IRQ setting from the device configuration ports. If a machine has multiple ISA buses the exact bus may be specified in the configuration line, like isa0 or isa1, otherwise the device would be searched for on all the ISA buses. sensitive is a resource requesting that this device must be probed before all non-sensitive devices. It is supported but does not seem to be used in any current driver. For legacy ISA devices in many cases the drivers are still able to detect the configuration parameters. But each device to be configured in the system must have a config line. If two devices of some type are installed in the system but there is only one configuration line for the corresponding driver, ie: device xxx0 at isa? then only one device will be configured. But for the devices supporting automatic identification by the means of Plug-n-Play or some proprietary protocol one configuration line is enough to configure all the devices in the system, like the one above or just simply: device xxx at isa? If a driver supports both auto-identified and legacy devices and both kinds are installed at once in one machine then it is enough to describe in the config file the legacy devices only. The auto-identified devices will be added automatically. When an ISA bus is auto-configured the events happen as follows: All the drivers' identify routines (including the PnP identify routine which identifies all the PnP devices) are called in random order. As they identify the devices they add them to the list on the ISA bus. Normally the drivers' identify routines associate their drivers with the new devices. The PnP identify routine does not know about the other drivers yet so it does not associate any with the new devices it adds. The PnP devices are put to sleep using the PnP protocol to prevent them from being probed as legacy devices. The probe routines of non-PnP devices marked as sensitive are called. If probe for a device went successfully, the attach routine is called for it. The probe and attach routines of all non-PNP devices are called likewise. The PnP devices are brought back from the sleep state and assigned the resources they request: I/O and memory address ranges, IRQs and DRQs, all of them not conflicting with the attached legacy devices. Then for each PnP device the probe routines of all the present ISA drivers are called. The first one that claims the device gets attached. It is possible that multiple drivers would claim the device with different priority; in this case, the highest-priority driver wins. The probe routines must call ISA_PNP_PROBE() to compare the actual PnP ID with the list of the IDs supported by the driver and if the ID is not in the table return failure. That means that absolutely every driver, even the ones not supporting any PnP devices must call ISA_PNP_PROBE(), at least with an empty PnP ID table to return failure on unknown PnP devices. The probe routine returns a positive value (the error code) on error, zero or negative value on success. The negative return values are used when a PnP device supports multiple interfaces. For example, an older compatibility interface and a newer advanced interface which are supported by different drivers. Then both drivers would detect the device. The driver which returns a higher value in the probe routine takes precedence (in other words, the driver returning 0 has highest precedence, returning -1 is next, returning -2 is after it and so on). In result the devices which support only the old interface will be handled by the old driver (which should return -1 from the probe routine) while the devices supporting the new interface as well will be handled by the new driver (which should return 0 from the probe routine). If multiple drivers return the same value then the one called first wins. So if a driver returns value 0 it may be sure that it won the priority arbitration. The device-specific identify routines can also assign not a driver but a class of drivers to the device. Then all the drivers in the class are probed for this device, like the case with PnP. This feature is not implemented in any existing driver and is not considered further in this document. Because the PnP devices are disabled when probing the legacy devices they will not be attached twice (once as legacy and once as PnP). But in case of device-dependent identify routines it is the responsibility of the driver to make sure that the same device will not be attached by the driver twice: once as legacy user-configured and once as auto-identified. Another practical consequence for the auto-identified devices (both PnP and device-specific) is that the flags can not be passed to them from the kernel configuration file. So they must either not use the flags at all or use the flags from the device unit 0 for all the auto-identified devices or use the sysctl interface instead of flags. Other unusual configurations may be accommodated by accessing the configuration resources directly with functions of families resource_query_*() and resource_*_value(). Their implementations are located in kern/subr_bus.c. The old IDE disk driver i386/isa/wd.c contains examples of such use. But the standard means of configuration must always be preferred. Leave parsing the configuration resources to the bus configuration code. - + Resources The information that a user enters into the kernel configuration file is processed and passed to the kernel as configuration resources. This information is parsed by the bus configuration code and transformed into a value of structure device_t and the bus resources associated with it. The drivers may access the configuration resources directly using functions resource_* for more complex cases of configuration. However, generally this is neither needed nor recommended, so this issue is not discussed further here. The bus resources are associated with each device. They are identified by type and number within the type. For the ISA bus the following types are defined: SYS_RES_IRQ - interrupt number SYS_RES_DRQ - ISA DMA channel number SYS_RES_MEMORY - range of device memory mapped into the system memory space SYS_RES_IOPORT - range of device I/O registers The enumeration within types starts from 0, so if a device has two memory regions it would have resources of type SYS_RES_MEMORY numbered 0 and 1. The resource type has nothing to do with the C language type, all the resource values have the C language type unsigned long and must be cast as necessary. The resource numbers do not have to be contiguous, although for ISA they normally would be. The permitted resource numbers for ISA devices are: IRQ: 0-1 DRQ: 0-1 MEMORY: 0-3 IOPORT: 0-7 All the resources are represented as ranges, with a start value and count. For IRQ and DRQ resources the count would normally be equal to 1. The values for memory refer to the physical addresses. Three types of activities can be performed on resources: set/get allocate/release activate/deactivate Setting sets the range used by the resource. Allocation reserves the requested range that no other driver would be able to reserve it (and checking that no other driver reserved this range already). Activation makes the resource accessible to the driver by doing whatever is necessary for that (for example, for memory it would be mapping into the kernel virtual address space). The functions to manipulate resources are: int bus_set_resource(device_t dev, int type, int rid, u_long start, u_long count) Set a range for a resource. Returns 0 if successful, error code otherwise. Normally, this function will return an error only if one of type, rid, start or count has a value that falls out of the permitted range. dev - driver's device type - type of resource, SYS_RES_* rid - resource number (ID) within type start, count - resource range int bus_get_resource(device_t dev, int type, int rid, u_long *startp, u_long *countp) Get the range of resource. Returns 0 if successful, error code if the resource is not defined yet. u_long bus_get_resource_start(device_t dev, int type, int rid) u_long bus_get_resource_count (device_t dev, int type, int rid) Convenience functions to get only the start or count. Return 0 in case of error, so if the resource start has 0 among the legitimate values it would be impossible to tell if the value is 0 or an error occurred. Luckily, no ISA resources for add-on drivers may have a start value equal to 0. void bus_delete_resource(device_t dev, int type, int rid) Delete a resource, make it undefined. struct resource * bus_alloc_resource(device_t dev, int type, int *rid, u_long start, u_long end, u_long count, u_int flags) Allocate a resource as a range of count values not allocated by anyone else, somewhere between start and end. Alas, alignment is not supported. If the resource was not set yet it is automatically created. The special values of start 0 and end ~0 (all ones) means that the fixed values previously set by bus_set_resource() must be used instead: start and count as themselves and end=(start+count), in this case if the resource was not defined before then an error is returned. Although rid is passed by reference it is not set anywhere by the resource allocation code of the ISA bus. (The other buses may use a different approach and modify it). Flags are a bitmap, the flags interesting for the caller are: RF_ACTIVE - causes the resource to be automatically activated after allocation. RF_SHAREABLE - resource may be shared at the same time by multiple drivers. RF_TIMESHARE - resource may be time-shared by multiple drivers, i.e. allocated at the same time by many but activated only by one at any given moment of time. Returns 0 on error. The allocated values may be obtained from the returned handle using methods rhand_*(). int bus_release_resource(device_t dev, int type, int rid, struct resource *r) Release the resource, r is the handle returned by bus_alloc_resource(). Returns 0 on success, error code otherwise. int bus_activate_resource(device_t dev, int type, int rid, struct resource *r) int bus_deactivate_resource(device_t dev, int type, int rid, struct resource *r) Activate or deactivate resource. Return 0 on success, error code otherwise. If the resource is time-shared and currently activated by another driver then EBUSY is returned. int bus_setup_intr(device_t dev, struct resource *r, int flags, driver_intr_t *handler, void *arg, void **cookiep) int bus_teardown_intr(device_t dev, struct resource *r, void *cookie) Associate or de-associate the interrupt handler with a device. Return 0 on success, error code otherwise. r - the activated resource handler describing the IRQ flags - the interrupt priority level, one of: INTR_TYPE_TTY - terminals and other likewise character-type devices. To mask them use spltty(). (INTR_TYPE_TTY | INTR_TYPE_FAST) - terminal type devices with small input buffer, critical to the data loss on input (such as the old-fashioned serial ports). To mask them use spltty(). INTR_TYPE_BIO - block-type devices, except those on the CAM controllers. To mask them use splbio(). INTR_TYPE_CAM - CAM (Common Access Method) bus controllers. To mask them use splcam(). INTR_TYPE_NET - network interface controllers. To mask them use splimp(). INTR_TYPE_MISC - miscellaneous devices. There is no other way to mask them than by splhigh() which masks all interrupts. When an interrupt handler executes all the other interrupts matching its priority level will be masked. The only exception is the MISC level for which no other interrupts are masked and which is not masked by any other interrupt. handler - pointer to the handler function, the type driver_intr_t is defined as void driver_intr_t(void *) arg - the argument passed to the handler to identify this particular device. It is cast from void* to any real type by the handler. The old convention for the ISA interrupt handlers was to use the unit number as argument, the new (recommended) convention is using a pointer to the device softc structure. cookie[p] - the value received from setup() is used to identify the handler when passed to teardown() A number of methods are defined to operate on the resource handlers (struct resource *). Those of interest to the device driver writers are: u_long rman_get_start(r) u_long rman_get_end(r) Get the start and end of allocated resource range. void *rman_get_virtual(r) Get the virtual address of activated memory resource. - + Bus memory mapping In many cases data is exchanged between the driver and the device through the memory. Two variants are possible: (a) memory is located on the device card (b) memory is the main memory of the computer In case (a) the driver always copies the data back and forth between the on-card memory and the main memory as necessary. To map the on-card memory into the kernel virtual address space the physical address and length of the on-card memory must be defined as a SYS_RES_MEMORY resource. That resource can then be allocated and activated, and its virtual address obtained using rman_get_virtual(). The older drivers used the function pmap_mapdev() for this purpose, which should not be used directly any more. Now it is one of the internal steps of resource activation. Most of the ISA cards will have their memory configured for physical location somewhere in range 640KB-1MB. Some of the ISA cards require larger memory ranges which should be placed somewhere under 16MB (because of the 24-bit address limitation on the ISA bus). In that case if the machine has more memory than the start address of the device memory (in other words, they overlap) a memory hole must be configured at the address range used by devices. Many BIOSes allow configuration of a memory hole of 1MB starting at 14MB or 15MB. FreeBSD can handle the memory holes properly if the BIOS reports them properly (this feature may be broken on old BIOSes). In case (b) just the address of the data is sent to the device, and the device uses DMA to actually access the data in the main memory. Two limitations are present: First, ISA cards can only access memory below 16MB. Second, the contiguous pages in virtual address space may not be contiguous in physical address space, so the device may have to do scatter/gather operations. The bus subsystem provides ready solutions for some of these problems, the rest has to be done by the drivers themselves. Two structures are used for DMA memory allocation, bus_dma_tag_t and bus_dmamap_t. Tag describes the properties required for the DMA memory. Map represents a memory block allocated according to these properties. Multiple maps may be associated with the same tag. Tags are organized into a tree-like hierarchy with inheritance of the properties. A child tag inherits all the requirements of its parent tag, and may make them more strict but never more loose. Normally one top-level tag (with no parent) is created for each device unit. If multiple memory areas with different requirements are needed for each device then a tag for each of them may be created as a child of the parent tag. The tags can be used to create a map in two ways. First, a chunk of contiguous memory conformant with the tag requirements may be allocated (and later may be freed). This is normally used to allocate relatively long-living areas of memory for communication with the device. Loading of such memory into a map is trivial: it is always considered as one chunk in the appropriate physical memory range. Second, an arbitrary area of virtual memory may be loaded into a map. Each page of this memory will be checked for conformance to the map requirement. If it conforms then it is left at its original location. If it is not then a fresh conformant bounce page is allocated and used as intermediate storage. When writing the data from the non-conformant original pages they will be copied to their bounce pages first and then transferred from the bounce pages to the device. When reading the data would go from the device to the bounce pages and then copied to their non-conformant original pages. The process of copying between the original and bounce pages is called synchronization. This is normally used on a per-transfer basis: buffer for each transfer would be loaded, transfer done and buffer unloaded. The functions working on the DMA memory are: int bus_dma_tag_create(bus_dma_tag_t parent, bus_size_t alignment, bus_size_t boundary, bus_addr_t lowaddr, bus_addr_t highaddr, bus_dma_filter_t *filter, void *filterarg, bus_size_t maxsize, int nsegments, bus_size_t maxsegsz, int flags, bus_dma_tag_t *dmat) Create a new tag. Returns 0 on success, the error code otherwise. parent - parent tag, or NULL to create a top-level tag alignment - required physical alignment of the memory area to be allocated for this tag. Use value 1 for no specific alignment. Applies only to the future bus_dmamem_alloc() but not bus_dmamap_create() calls. boundary - physical address boundary that must not be crossed when allocating the memory. Use value 0 for no boundary. Applies only to the future bus_dmamem_alloc() but not bus_dmamap_create() calls. Must be power of 2. If the memory is planned to be used in non-cascaded DMA mode (i.e. the DMA addresses will be supplied not by the device itself but by the ISA DMA controller) then the boundary must be no larger than 64KB (64*1024) due to the limitations of the DMA hardware. lowaddr, highaddr - the names are slightly misleading; these values are used to limit the permitted range of physical addresses used to allocate the memory. The exact meaning varies depending on the planned future use: For bus_dmamem_alloc() all the addresses from 0 to lowaddr-1 are considered permitted, the higher ones are forbidden. For bus_dmamap_create() all the addresses outside the inclusive range [lowaddr; highaddr] are considered accessible. The addresses of pages inside the range are passed to the filter function which decides if they are accessible. If no filter function is supplied then all the range is considered unaccessible. For the ISA devices the normal values (with no filter function) are: lowaddr = BUS_SPACE_MAXADDR_24BIT highaddr = BUS_SPACE_MAXADDR filter, filterarg - the filter function and its argument. If NULL is passed for filter then the whole range [lowaddr, highaddr] is considered unaccessible when doing bus_dmamap_create(). Otherwise the physical address of each attempted page in range [lowaddr; highaddr] is passed to the filter function which decides if it is accessible. The prototype of the filter function is: int filterfunc(void *arg, bus_addr_t paddr). It must return 0 if the page is accessible, non-zero otherwise. maxsize - the maximal size of memory (in bytes) that may be allocated through this tag. In case it is difficult to estimate or could be arbitrarily big, the value for ISA devices would be BUS_SPACE_MAXSIZE_24BIT. nsegments - maximal number of scatter-gather segments supported by the device. If unrestricted then the value BUS_SPACE_UNRESTRICTED should be used. This value is recommended for the parent tags, the actual restrictions would then be specified for the descendant tags. Tags with nsegments equal to BUS_SPACE_UNRESTRICTED may not be used to actually load maps, they may be used only as parent tags. The practical limit for nsegments seems to be about 250-300, higher values will cause kernel stack overflow (the hardware can not normally support that many scatter-gather buffers anyway). maxsegsz - maximal size of a scatter-gather segment supported by the device. The maximal value for ISA device would be BUS_SPACE_MAXSIZE_24BIT. flags - a bitmap of flags. The only interesting flags are: BUS_DMA_ALLOCNOW - requests to allocate all the potentially needed bounce pages when creating the tag. BUS_DMA_ISA - mysterious flag used only on Alpha machines. It is not defined for the i386 machines. Probably it should be used by all the ISA drivers for Alpha machines but it looks like there are no such drivers yet. dmat - pointer to the storage for the new tag to be returned. int bus_dma_tag_destroy(bus_dma_tag_t dmat) Destroy a tag. Returns 0 on success, the error code otherwise. dmat - the tag to be destroyed. int bus_dmamem_alloc(bus_dma_tag_t dmat, void** vaddr, int flags, bus_dmamap_t *mapp) Allocate an area of contiguous memory described by the tag. The size of memory to be allocated is tag's maxsize. Returns 0 on success, the error code otherwise. The result still has to be loaded by bus_dmamap_load() before being used to get the physical address of the memory. dmat - the tag vaddr - pointer to the storage for the kernel virtual address of the allocated area to be returned. flags - a bitmap of flags. The only interesting flag is: BUS_DMA_NOWAIT - if the memory is not immediately available return the error. If this flag is not set then the routine is allowed to sleep until the memory becomes available. mapp - pointer to the storage for the new map to be returned. void bus_dmamem_free(bus_dma_tag_t dmat, void *vaddr, bus_dmamap_t map) Free the memory allocated by bus_dmamem_alloc(). At present, freeing of the memory allocated with ISA restrictions is not implemented. Because of this the recommended model of use is to keep and re-use the allocated areas for as long as possible. Do not lightly free some area and then shortly allocate it again. That does not mean that bus_dmamem_free() should not be used at all: hopefully it will be properly implemented soon. dmat - the tag vaddr - the kernel virtual address of the memory map - the map of the memory (as returned from bus_dmamem_alloc()) int bus_dmamap_create(bus_dma_tag_t dmat, int flags, bus_dmamap_t *mapp) Create a map for the tag, to be used in bus_dmamap_load() later. Returns 0 on success, the error code otherwise. dmat - the tag flags - theoretically, a bit map of flags. But no flags are defined yet, so at present it will be always 0. mapp - pointer to the storage for the new map to be returned int bus_dmamap_destroy(bus_dma_tag_t dmat, bus_dmamap_t map) Destroy a map. Returns 0 on success, the error code otherwise. dmat - the tag to which the map is associated map - the map to be destroyed int bus_dmamap_load(bus_dma_tag_t dmat, bus_dmamap_t map, void *buf, bus_size_t buflen, bus_dmamap_callback_t *callback, void *callback_arg, int flags) Load a buffer into the map (the map must be previously created by bus_dmamap_create() or bus_dmamem_alloc()). All the pages of the buffer are checked for conformance to the tag requirements and for those not conformant the bounce pages are allocated. An array of physical segment descriptors is built and passed to the callback routine. This callback routine is then expected to handle it in some way. The number of bounce buffers in the system is limited, so if the bounce buffers are needed but not immediately available the request will be queued and the callback will be called when the bounce buffers will become available. Returns 0 if the callback was executed immediately or EINPROGRESS if the request was queued for future execution. In the latter case the synchronization with queued callback routine is the responsibility of the driver. dmat - the tag map - the map buf - kernel virtual address of the buffer buflen - length of the buffer callback, callback_arg - the callback function and its argument The prototype of callback function is: void callback(void *arg, bus_dma_segment_t *seg, int nseg, int error) arg - the same as callback_arg passed to bus_dmamap_load() seg - array of the segment descriptors nseg - number of descriptors in array error - indication of the segment number overflow: if it is set to EFBIG then the buffer did not fit into the maximal number of segments permitted by the tag. In this case only the permitted number of descriptors will be in the array. Handling of this situation is up to the driver: depending on the desired semantics it can either consider this an error or split the buffer in two and handle the second part separately Each entry in the segments array contains the fields: ds_addr - physical bus address of the segment ds_len - length of the segment void bus_dmamap_unload(bus_dma_tag_t dmat, bus_dmamap_t map) unload the map. dmat - tag map - loaded map void bus_dmamap_sync (bus_dma_tag_t dmat, bus_dmamap_t map, bus_dmasync_op_t op) Synchronise a loaded buffer with its bounce pages before and after physical transfer to or from device. This is the function that does all the necessary copying of data between the original buffer and its mapped version. The buffers must be synchronized both before and after doing the transfer. dmat - tag map - loaded map op - type of synchronization operation to perform: BUS_DMASYNC_PREREAD - before reading from device into buffer BUS_DMASYNC_POSTREAD - after reading from device into buffer BUS_DMASYNC_PREWRITE - before writing the buffer to device BUS_DMASYNC_POSTWRITE - after writing the buffer to device As of now PREREAD and POSTWRITE are null operations but that may change in the future, so they must not be ignored in the driver. Synchronization is not needed for the memory obtained from bus_dmamem_alloc(). Before calling the callback function from bus_dmamap_load() the segment array is stored in the stack. And it gets pre-allocated for the maximal number of segments allowed by the tag. Because of this the practical limit for the number of segments on i386 architecture is about 250-300 (the kernel stack is 4KB minus the size of the user structure, size of a segment array entry is 8 bytes, and some space must be left). Because the array is allocated based on the maximal number this value must not be set higher than really needed. Fortunately, for most of hardware the maximal supported number of segments is much lower. But if the driver wants to handle buffers with a very large number of scatter-gather segments it should do that in portions: load part of the buffer, transfer it to the device, load next part of the buffer, and so on. Another practical consequence is that the number of segments may limit the size of the buffer. If all the pages in the buffer happen to be physically non-contiguous then the maximal supported buffer size for that fragmented case would be (nsegments * page_size). For example, if a maximal number of 10 segments is supported then on i386 maximal guaranteed supported buffer size would be 40K. If a higher size is desired then special tricks should be used in the driver. If the hardware does not support scatter-gather at all or the driver wants to support some buffer size even if it is heavily fragmented then the solution is to allocate a contiguous buffer in the driver and use it as intermediate storage if the original buffer does not fit. Below are the typical call sequences when using a map depend on the use of the map. The characters -> are used to show the flow of time. For a buffer which stays practically fixed during all the time between attachment and detachment of a device: bus_dmamem_alloc -> bus_dmamap_load -> ...use buffer... -> -> bus_dmamap_unload -> bus_dmamem_free For a buffer that changes frequently and is passed from outside the driver: bus_dmamap_create -> -> bus_dmamap_load -> bus_dmamap_sync(PRE...) -> do transfer -> -> bus_dmamap_sync(POST...) -> bus_dmamap_unload -> ... -> bus_dmamap_load -> bus_dmamap_sync(PRE...) -> do transfer -> -> bus_dmamap_sync(POST...) -> bus_dmamap_unload -> -> bus_dmamap_destroy When loading a map created by bus_dmamem_alloc() the passed address and size of the buffer must be the same as used in bus_dmamem_alloc(). In this case it is guaranteed that the whole buffer will be mapped as one segment (so the callback may be based on this assumption) and the request will be executed immediately (EINPROGRESS will never be returned). All the callback needs to do in this case is to save the physical address. A typical example would be: static void alloc_callback(void *arg, bus_dma_segment_t *seg, int nseg, int error) { *(bus_addr_t *)arg = seg[0].ds_addr; } ... int error; struct somedata { .... }; struct somedata *vsomedata; /* virtual address */ bus_addr_t psomedata; /* physical bus-relative address */ bus_dma_tag_t tag_somedata; bus_dmamap_t map_somedata; ... error=bus_dma_tag_create(parent_tag, alignment, boundary, lowaddr, highaddr, /*filter*/ NULL, /*filterarg*/ NULL, /*maxsize*/ sizeof(struct somedata), /*nsegments*/ 1, /*maxsegsz*/ sizeof(struct somedata), /*flags*/ 0, &tag_somedata); if(error) return error; error = bus_dmamem_alloc(tag_somedata, &vsomedata, /* flags*/ 0, &map_somedata); if(error) return error; bus_dmamap_load(tag_somedata, map_somedata, (void *)vsomedata, sizeof (struct somedata), alloc_callback, (void *) &psomedata, /*flags*/0); Looks a bit long and complicated but that is the way to do it. The practical consequence is: if multiple memory areas are allocated always together it would be a really good idea to combine them all into one structure and allocate as one (if the alignment and boundary limitations permit). When loading an arbitrary buffer into the map created by bus_dmamap_create() special measures must be taken to synchronize with the callback in case it would be delayed. The code would look like: { int s; int error; s = splsoftvm(); error = bus_dmamap_load( dmat, dmamap, buffer_ptr, buffer_len, callback, /*callback_arg*/ buffer_descriptor, /*flags*/0); if (error == EINPROGRESS) { /* * Do whatever is needed to ensure synchronization * with callback. Callback is guaranteed not to be started * until we do splx() or tsleep(). */ } splx(s); } Two possible approaches for the processing of requests are: 1. If requests are completed by marking them explicitly as done (such as the CAM requests) then it would be simpler to put all the further processing into the callback driver which would mark the request when it is done. Then not much extra synchronization is needed. For the flow control reasons it may be a good idea to freeze the request queue until this request gets completed. 2. If requests are completed when the function returns (such as classic read or write requests on character devices) then a synchronization flag should be set in the buffer descriptor and tsleep() called. Later when the callback gets called it will do its processing and check this synchronization flag. If it is set then the callback should issue a wakeup. In this approach the callback function could either do all the needed processing (just like the previous case) or simply save the segments array in the buffer descriptor. Then after callback completes the calling function could use this saved segments array and do all the processing. - + DMA The Direct Memory Access (DMA) is implemented in the ISA bus through the DMA controller (actually, two of them but that is an irrelevant detail). To make the early ISA devices simple and cheap the logic of the bus control and address generation was concentrated in the DMA controller. Fortunately, FreeBSD provides a set of functions that mostly hide the annoying details of the DMA controller from the device drivers. The simplest case is for the fairly intelligent devices. Like the bus master devices on PCI they can generate the bus cycles and memory addresses all by themselves. The only thing they really need from the DMA controller is bus arbitration. So for this purpose they pretend to be cascaded slave DMA controllers. And the only thing needed from the system DMA controller is to enable the cascaded mode on a DMA channel by calling the following function when attaching the driver: void isa_dmacascade(int channel_number) All the further activity is done by programming the device. When detaching the driver no DMA-related functions need to be called. For the simpler devices things get more complicated. The functions used are: int isa_dma_acquire(int chanel_number) Reserve a DMA channel. Returns 0 on success or EBUSY if the channel was already reserved by this or a different driver. Most of the ISA devices are not able to share DMA channels anyway, so normally this function is called when attaching a device. This reservation was made redundant by the modern interface of bus resources but still must be used in addition to the latter. If not used then later, other DMA routines will panic. int isa_dma_release(int chanel_number) Release a previously reserved DMA channel. No transfers must be in progress when the channel is released (in addition the device must not try to initiate transfer after the channel is released). void isa_dmainit(int chan, u_int bouncebufsize) Allocate a bounce buffer for use with the specified channel. The requested size of the buffer can not exceed 64KB. This bounce buffer will be automatically used later if a transfer buffer happens to be not physically contiguous or outside of the memory accessible by the ISA bus or crossing the 64KB boundary. If the transfers will be always done from buffers which conform to these conditions (such as those allocated by bus_dmamem_alloc() with proper limitations) then isa_dmainit() does not have to be called. But it is quite convenient to transfer arbitrary data using the DMA controller. The bounce buffer will automatically care of the scatter-gather issues. chan - channel number bouncebufsize - size of the bounce buffer in bytes void isa_dmastart(int flags, caddr_t addr, u_int nbytes, int chan) Prepare to start a DMA transfer. This function must be called to set up the DMA controller before actually starting transfer on the device. It checks that the buffer is contiguous and falls into the ISA memory range, if not then the bounce buffer is automatically used. If bounce buffer is required but not set up by isa_dmainit() or too small for the requested transfer size then the system will panic. In case of a write request with bounce buffer the data will be automatically copied to the bounce buffer. flags - a bitmask determining the type of operation to be done. The direction bits B_READ and B_WRITE are mutually exclusive. B_READ - read from the ISA bus into memory B_WRITE - write from the memory to the ISA bus B_RAW - if set then the DMA controller will remember the buffer and after the end of transfer will automatically re-initialize itself to repeat transfer of the same buffer again (of course, the driver may change the data in the buffer before initiating another transfer in the device). If not set then the parameters will work only for one transfer, and isa_dmastart() will have to be called again before initiating the next transfer. Using B_RAW makes sense only if the bounce buffer is not used. addr - virtual address of the buffer nbytes - length of the buffer. Must be less or equal to 64KB. Length of 0 is not allowed: the DMA controller will understand it as 64KB while the kernel code will understand it as 0 and that would cause unpredictable effects. For channels number 4 and higher the length must be even because these channels transfer 2 bytes at a time. In case of an odd length the last byte will not be transferred. chan - channel number void isa_dmadone(int flags, caddr_t addr, int nbytes, int chan) Synchronize the memory after device reports that transfer is done. If that was a read operation with a bounce buffer then the data will be copied from the bounce buffer to the original buffer. Arguments are the same as for isa_dmastart(). Flag B_RAW is permitted but it does not affect isa_dmadone() in any way. int isa_dmastatus(int channel_number) Returns the number of bytes left in the current transfer to be transferred. In case the flag B_READ was set in isa_dmastart() the number returned will never be equal to zero. At the end of transfer it will be automatically reset back to the length of buffer. The normal use is to check the number of bytes left after the device signals that the transfer is completed. If the number of bytes is not 0 then something probably went wrong with that transfer. int isa_dmastop(int channel_number) Aborts the current transfer and returns the number of bytes left untransferred. - + xxx_isa_probe This function probes if a device is present. If the driver supports auto-detection of some part of device configuration (such as interrupt vector or memory address) this auto-detection must be done in this routine. As for any other bus, if the device cannot be detected or is detected but failed the self-test or some other problem happened then it returns a positive value of error. The value ENXIO must be returned if the device is not present. Other error values may mean other conditions. Zero or negative values mean success. Most of the drivers return zero as success. The negative return values are used when a PnP device supports multiple interfaces. For example, an older compatibility interface and a newer advanced interface which are supported by different drivers. Then both drivers would detect the device. The driver which returns a higher value in the probe routine takes precedence (in other words, the driver returning 0 has highest precedence, one returning -1 is next, one returning -2 is after it and so on). In result the devices which support only the old interface will be handled by the old driver (which should return -1 from the probe routine) while the devices supporting the new interface as well will be handled by the new driver (which should return 0 from the probe routine). The device descriptor struct xxx_softc is allocated by the system before calling the probe routine. If the probe routine returns an error the descriptor will be automatically deallocated by the system. So if a probing error occurs the driver must make sure that all the resources it used during probe are deallocated and that nothing keeps the descriptor from being safely deallocated. If the probe completes successfully the descriptor will be preserved by the system and later passed to the routine xxx_isa_attach(). If a driver returns a negative value it can not be sure that it will have the highest priority and its attach routine will be called. So in this case it also must release all the resources before returning and if necessary allocate them again in the attach routine. When xxx_isa_probe() returns 0 releasing the resources before returning is also a good idea and a well-behaved driver should do so. But in cases where there is some problem with releasing the resources the driver is allowed to keep resources between returning 0 from the probe routine and execution of the attach routine. A typical probe routine starts with getting the device descriptor and unit: struct xxx_softc *sc = device_get_softc(dev); int unit = device_get_unit(dev); int pnperror; int error = 0; sc->dev = dev; /* link it back */ sc->unit = unit; Then check for the PnP devices. The check is carried out by a table containing the list of PnP IDs supported by this driver and human-readable descriptions of the device models corresponding to these IDs. pnperror=ISA_PNP_PROBE(device_get_parent(dev), dev, xxx_pnp_ids); if(pnperror == ENXIO) return ENXIO; The logic of ISA_PNP_PROBE is the following: If this card (device unit) was not detected as PnP then ENOENT will be returned. If it was detected as PnP but its detected ID does not match any of the IDs in the table then ENXIO is returned. Finally, if it has PnP support and it matches on of the IDs in the table, 0 is returned and the appropriate description from the table is set by device_set_desc(). If a driver supports only PnP devices then the condition would look like: if(pnperror != 0) return pnperror; No special treatment is required for the drivers which do not support PnP because they pass an empty PnP ID table and will always get ENXIO if called on a PnP card. The probe routine normally needs at least some minimal set of resources, such as I/O port number to find the card and probe it. Depending on the hardware the driver may be able to discover the other necessary resources automatically. The PnP devices have all the resources pre-set by the PnP subsystem, so the driver does not need to discover them by itself. Typically the minimal information required to get access to the device is the I/O port number. Then some devices allow to get the rest of information from the device configuration registers (though not all devices do that). So first we try to get the port start value: sc->port0 = bus_get_resource_start(dev, SYS_RES_IOPORT, 0 /*rid*/); if(sc->port0 == 0) return ENXIO; The base port address is saved in the structure softc for future use. If it will be used very often then calling the resource function each time would be prohibitively slow. If we do not get a port we just return an error. Some device drivers can instead be clever and try to probe all the possible ports, like this: /* table of all possible base I/O port addresses for this device */ static struct xxx_allports { u_short port; /* port address */ short used; /* flag: if this port is already used by some unit */ } xxx_allports = { { 0x300, 0 }, { 0x320, 0 }, { 0x340, 0 }, { 0, 0 } /* end of table */ }; ... int port, i; ... port = bus_get_resource_start(dev, SYS_RES_IOPORT, 0 /*rid*/); if(port !=0 ) { for(i=0; xxx_allports[i].port!=0; i++) { if(xxx_allports[i].used || xxx_allports[i].port != port) continue; /* found it */ xxx_allports[i].used = 1; /* do probe on a known port */ return xxx_really_probe(dev, port); } return ENXIO; /* port is unknown or already used */ } /* we get here only if we need to guess the port */ for(i=0; xxx_allports[i].port!=0; i++) { if(xxx_allports[i].used) continue; /* mark as used - even if we find nothing at this port * at least we won't probe it in future */ xxx_allports[i].used = 1; error = xxx_really_probe(dev, xxx_allports[i].port); if(error == 0) /* found a device at that port */ return 0; } /* probed all possible addresses, none worked */ return ENXIO; Of course, normally the driver's identify() routine should be used for such things. But there may be one valid reason why it may be better to be done in probe(): if this probe would drive some other sensitive device crazy. The probe routines are ordered with consideration of the sensitive flag: the sensitive devices get probed first and the rest of the devices later. But the identify() routines are called before any probes, so they show no respect to the sensitive devices and may upset them. Now, after we got the starting port we need to set the port count (except for PnP devices) because the kernel does not have this information in the configuration file. if(pnperror /* only for non-PnP devices */ && bus_set_resource(dev, SYS_RES_IOPORT, 0, sc->port0, XXX_PORT_COUNT)<0) return ENXIO; Finally allocate and activate a piece of port address space (special values of start and end mean use those we set by bus_set_resource()): sc->port0_rid = 0; sc->port0_r = bus_alloc_resource(dev, SYS_RES_IOPORT, &sc->port0_rid, /*start*/ 0, /*end*/ ~0, /*count*/ 0, RF_ACTIVE); if(sc->port0_r == NULL) return ENXIO; Now having access to the port-mapped registers we can poke the device in some way and check if it reacts like it is expected to. If it does not then there is probably some other device or no device at all at this address. Normally drivers do not set up the interrupt handlers until the attach routine. Instead they do probes in the polling mode using the DELAY() function for timeout. The probe routine must never hang forever, all the waits for the device must be done with timeouts. If the device does not respond within the time it is probably broken or misconfigured and the driver must return error. When determining the timeout interval give the device some extra time to be on the safe side: although DELAY() is supposed to delay for the same amount of time on any machine it has some margin of error, depending on the exact CPU. If the probe routine really wants to check that the interrupts really work it may configure and probe the interrupts too. But that is not recommended. /* implemented in some very device-specific way */ if(error = xxx_probe_ports(sc)) goto bad; /* will deallocate the resources before returning */ The function xxx_probe_ports() may also set the device description depending on the exact model of device it discovers. But if there is only one supported device model this can be as well done in a hardcoded way. Of course, for the PnP devices the PnP support sets the description from the table automatically. if(pnperror) device_set_desc(dev, "Our device model 1234"); Then the probe routine should either discover the ranges of all the resources by reading the device configuration registers or make sure that they were set explicitly by the user. We will consider it with an example of on-board memory. The probe routine should be as non-intrusive as possible, so allocation and check of functionality of the rest of resources (besides the ports) would be better left to the attach routine. The memory address may be specified in the kernel configuration file or on some devices it may be pre-configured in non-volatile configuration registers. If both sources are available and different, which one should be used? Probably if the user bothered to set the address explicitly in the kernel configuration file they know what they are doing and this one should take precedence. An example of implementation could be: /* try to find out the config address first */ sc->mem0_p = bus_get_resource_start(dev, SYS_RES_MEMORY, 0 /*rid*/); if(sc->mem0_p == 0) { /* nope, not specified by user */ sc->mem0_p = xxx_read_mem0_from_device_config(sc); if(sc->mem0_p == 0) /* can't get it from device config registers either */ goto bad; } else { if(xxx_set_mem0_address_on_device(sc) < 0) goto bad; /* device does not support that address */ } /* just like the port, set the memory size, * for some devices the memory size would not be constant * but should be read from the device configuration registers instead * to accommodate different models of devices. Another option would * be to let the user set the memory size as "msize" configuration * resource which will be automatically handled by the ISA bus. */ if(pnperror) { /* only for non-PnP devices */ sc->mem0_size = bus_get_resource_count(dev, SYS_RES_MEMORY, 0 /*rid*/); if(sc->mem0_size == 0) /* not specified by user */ sc->mem0_size = xxx_read_mem0_size_from_device_config(sc); if(sc->mem0_size == 0) { /* suppose this is a very old model of device without * auto-configuration features and the user gave no preference, * so assume the minimalistic case * (of course, the real value will vary with the driver) */ sc->mem0_size = 8*1024; } if(xxx_set_mem0_size_on_device(sc) < 0) goto bad; /* device does not support that size */ if(bus_set_resource(dev, SYS_RES_MEMORY, /*rid*/0, sc->mem0_p, sc->mem0_size)<0) goto bad; } else { sc->mem0_size = bus_get_resource_count(dev, SYS_RES_MEMORY, 0 /*rid*/); } Resources for IRQ and DRQ are easy to check by analogy. If all went well then release all the resources and return success. xxx_free_resources(sc); return 0; Finally, handle the troublesome situations. All the resources should be deallocated before returning. We make use of the fact that before the structure softc is passed to us it gets zeroed out, so we can find out if some resource was allocated: then its descriptor is non-zero. bad: xxx_free_resources(sc); if(error) return error; else /* exact error is unknown */ return ENXIO; That would be all for the probe routine. Freeing of resources is done from multiple places, so it is moved to a function which may look like: static void xxx_free_resources(sc) struct xxx_softc *sc; { /* check every resource and free if not zero */ /* interrupt handler */ if(sc->intr_r) { bus_teardown_intr(sc->dev, sc->intr_r, sc->intr_cookie); bus_release_resource(sc->dev, SYS_RES_IRQ, sc->intr_rid, sc->intr_r); sc->intr_r = 0; } /* all kinds of memory maps we could have allocated */ if(sc->data_p) { bus_dmamap_unload(sc->data_tag, sc->data_map); sc->data_p = 0; } if(sc->data) { /* sc->data_map may be legitimately equal to 0 */ /* the map will also be freed */ bus_dmamem_free(sc->data_tag, sc->data, sc->data_map); sc->data = 0; } if(sc->data_tag) { bus_dma_tag_destroy(sc->data_tag); sc->data_tag = 0; } ... free other maps and tags if we have them ... if(sc->parent_tag) { bus_dma_tag_destroy(sc->parent_tag); sc->parent_tag = 0; } /* release all the bus resources */ if(sc->mem0_r) { bus_release_resource(sc->dev, SYS_RES_MEMORY, sc->mem0_rid, sc->mem0_r); sc->mem0_r = 0; } ... if(sc->port0_r) { bus_release_resource(sc->dev, SYS_RES_IOPORT, sc->port0_rid, sc->port0_r); sc->port0_r = 0; } } - + xxx_isa_attach The attach routine actually connects the driver to the system if the probe routine returned success and the system had chosen to attach that driver. If the probe routine returned 0 then the attach routine may expect to receive the device structure softc intact, as it was set by the probe routine. Also if the probe routine returns 0 it may expect that the attach routine for this device shall be called at some point in the future. If the probe routine returns a negative value then the driver may make none of these assumptions. The attach routine returns 0 if it completed successfully or error code otherwise. The attach routine starts just like the probe routine, with getting some frequently used data into more accessible variables. struct xxx_softc *sc = device_get_softc(dev); int unit = device_get_unit(dev); int error = 0; Then allocate and activate all the necessary resources. Because normally the port range will be released before returning from probe, it has to be allocated again. We expect that the probe routine had properly set all the resource ranges, as well as saved them in the structure softc. If the probe routine had left some resource allocated then it does not need to be allocated again (which would be considered an error). sc->port0_rid = 0; sc->port0_r = bus_alloc_resource(dev, SYS_RES_IOPORT, &sc->port0_rid, /*start*/ 0, /*end*/ ~0, /*count*/ 0, RF_ACTIVE); if(sc->port0_r == NULL) return ENXIO; /* on-board memory */ sc->mem0_rid = 0; sc->mem0_r = bus_alloc_resource(dev, SYS_RES_MEMORY, &sc->mem0_rid, /*start*/ 0, /*end*/ ~0, /*count*/ 0, RF_ACTIVE); if(sc->mem0_r == NULL) goto bad; /* get its virtual address */ sc->mem0_v = rman_get_virtual(sc->mem0_r); The DMA request channel (DRQ) is allocated likewise. To initialize it use functions of the isa_dma*() family. For example: isa_dmacascade(sc->drq0); The interrupt request line (IRQ) is a bit special. Besides allocation the driver's interrupt handler should be associated with it. Historically in the old ISA drivers the argument passed by the system to the interrupt handler was the device unit number. But in modern drivers the convention suggests passing the pointer to structure softc. The important reason is that when the structures softc are allocated dynamically then getting the unit number from softc is easy while getting softc from the unit number is difficult. Also this convention makes the drivers for different buses look more uniform and allows them to share the code: each bus gets its own probe, attach, detach and other bus-specific routines while the bulk of the driver code may be shared among them. sc->intr_rid = 0; sc->intr_r = bus_alloc_resource(dev, SYS_RES_MEMORY, &sc->intr_rid, /*start*/ 0, /*end*/ ~0, /*count*/ 0, RF_ACTIVE); if(sc->intr_r == NULL) goto bad; /* * XXX_INTR_TYPE is supposed to be defined depending on the type of * the driver, for example as INTR_TYPE_CAM for a CAM driver */ error = bus_setup_intr(dev, sc->intr_r, XXX_INTR_TYPE, (driver_intr_t *) xxx_intr, (void *) sc, &sc->intr_cookie); if(error) goto bad; If the device needs to make DMA to the main memory then this memory should be allocated like described before: error=bus_dma_tag_create(NULL, /*alignment*/ 4, /*boundary*/ 0, /*lowaddr*/ BUS_SPACE_MAXADDR_24BIT, /*highaddr*/ BUS_SPACE_MAXADDR, /*filter*/ NULL, /*filterarg*/ NULL, /*maxsize*/ BUS_SPACE_MAXSIZE_24BIT, /*nsegments*/ BUS_SPACE_UNRESTRICTED, /*maxsegsz*/ BUS_SPACE_MAXSIZE_24BIT, /*flags*/ 0, &sc->parent_tag); if(error) goto bad; /* many things get inherited from the parent tag * sc->data is supposed to point to the structure with the shared data, * for example for a ring buffer it could be: * struct { * u_short rd_pos; * u_short wr_pos; * char bf[XXX_RING_BUFFER_SIZE] * } *data; */ error=bus_dma_tag_create(sc->parent_tag, 1, 0, BUS_SPACE_MAXADDR, 0, /*filter*/ NULL, /*filterarg*/ NULL, /*maxsize*/ sizeof(* sc->data), /*nsegments*/ 1, /*maxsegsz*/ sizeof(* sc->data), /*flags*/ 0, &sc->data_tag); if(error) goto bad; error = bus_dmamem_alloc(sc->data_tag, &sc->data, /* flags*/ 0, &sc->data_map); if(error) goto bad; /* xxx_alloc_callback() just saves the physical address at * the pointer passed as its argument, in this case &sc->data_p. * See details in the section on bus memory mapping. * It can be implemented like: * * static void * xxx_alloc_callback(void *arg, bus_dma_segment_t *seg, * int nseg, int error) * { * *(bus_addr_t *)arg = seg[0].ds_addr; * } */ bus_dmamap_load(sc->data_tag, sc->data_map, (void *)sc->data, sizeof (* sc->data), xxx_alloc_callback, (void *) &sc->data_p, /*flags*/0); After all the necessary resources are allocated the device should be initialized. The initialization may include testing that all the expected features are functional. if(xxx_initialize(sc) < 0) goto bad; The bus subsystem will automatically print on the console the device description set by probe. But if the driver wants to print some extra information about the device it may do so, for example: device_printf(dev, "has on-card FIFO buffer of %d bytes\n", sc->fifosize); If the initialization routine experiences any problems then printing messages about them before returning error is also recommended. The final step of the attach routine is attaching the device to its functional subsystem in the kernel. The exact way to do it depends on the type of the driver: a character device, a block device, a network device, a CAM SCSI bus device and so on. If all went well then return success. error = xxx_attach_subsystem(sc); if(error) goto bad; return 0; Finally, handle the troublesome situations. All the resources should be deallocated before returning an error. We make use of the fact that before the structure softc is passed to us it gets zeroed out, so we can find out if some resource was allocated: then its descriptor is non-zero. bad: xxx_free_resources(sc); if(error) return error; else /* exact error is unknown */ return ENXIO; That would be all for the attach routine. - + xxx_isa_detach If this function is present in the driver and the driver is compiled as a loadable module then the driver gets the ability to be unloaded. This is an important feature if the hardware supports hot plug. But the ISA bus does not support hot plug, so this feature is not particularly important for the ISA devices. The ability to unload a driver may be useful when debugging it, but in many cases installation of the new version of the driver would be required only after the old version somehow wedges the system and a reboot will be needed anyway, so the efforts spent on writing the detach routine may not be worth it. Another argument that unloading would allow upgrading the drivers on a production machine seems to be mostly theoretical. Installing a new version of a driver is a dangerous operation which should never be performed on a production machine (and which is not permitted when the system is running in secure mode). Still, the detach routine may be provided for the sake of completeness. The detach routine returns 0 if the driver was successfully detached or the error code otherwise. The logic of detach is a mirror of the attach. The first thing to do is to detach the driver from its kernel subsystem. If the device is currently open then the driver has two choices: refuse to be detached or forcibly close and proceed with detach. The choice used depends on the ability of the particular kernel subsystem to do a forced close and on the preferences of the driver's author. Generally the forced close seems to be the preferred alternative. struct xxx_softc *sc = device_get_softc(dev); int error; error = xxx_detach_subsystem(sc); if(error) return error; Next the driver may want to reset the hardware to some consistent state. That includes stopping any ongoing transfers, disabling the DMA channels and interrupts to avoid memory corruption by the device. For most of the drivers this is exactly what the shutdown routine does, so if it is included in the driver we can just call it. xxx_isa_shutdown(dev); And finally release all the resources and return success. xxx_free_resources(sc); return 0; - + xxx_isa_shutdown This routine is called when the system is about to be shut down. It is expected to bring the hardware to some consistent state. For most of the ISA devices no special action is required, so the function is not really necessary because the device will be re-initialized on reboot anyway. But some devices have to be shut down with a special procedure, to make sure that they will be properly detected after soft reboot (this is especially true for many devices with proprietary identification protocols). In any case disabling DMA and interrupts in the device registers and stopping any ongoing transfers is a good idea. The exact action depends on the hardware, so we do not consider it here in any detail. - + xxx_intr The interrupt handler is called when an interrupt is received which may be from this particular device. The ISA bus does not support interrupt sharing (except in some special cases) so in practice if the interrupt handler is called then the interrupt almost for sure came from its device. Still, the interrupt handler must poll the device registers and make sure that the interrupt was generated by its device. If not it should just return. The old convention for the ISA drivers was getting the device unit number as an argument. This is obsolete, and the new drivers receive whatever argument was specified for them in the attach routine when calling bus_setup_intr(). By the new convention it should be the pointer to the structure softc. So the interrupt handler commonly starts as: static void xxx_intr(struct xxx_softc *sc) { It runs at the interrupt priority level specified by the interrupt type parameter of bus_setup_intr(). That means that all the other interrupts of the same type as well as all the software interrupts are disabled. To avoid races it is commonly written as a loop: while(xxx_interrupt_pending(sc)) { xxx_process_interrupt(sc); xxx_acknowledge_interrupt(sc); } The interrupt handler has to acknowledge interrupt to the device only but not to the interrupt controller, the system takes care of the latter. diff --git a/en_US.ISO8859-1/books/arch-handbook/jail/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/jail/chapter.sgml index 7de06d5182..53af59a441 100644 --- a/en_US.ISO8859-1/books/arch-handbook/jail/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/jail/chapter.sgml @@ -1,611 +1,611 @@ Evan Sarmiento
evms@cs.bu.edu
2001 Evan Sarmiento
The Jail Subsystem On most UNIX systems, root has omnipotent power. This promotes insecurity. If an attacker were to gain root on a system, he would have every function at his fingertips. In FreeBSD there are sysctls which dilute the power of root, in order to minimize the damage caused by an attacker. Specifically, one of these functions is called secure levels. Similarly, another function which is present from FreeBSD 4.0 and onward, is a utility called &man.jail.8;. Jail chroots an environment and sets certain restrictions on processes which are forked from within. For example, a jailed process cannot affect processes outside of the jail, utilize certain system calls, or inflict any damage on the main computer. Jail is becoming the new security model. People are running potentially vulnerable servers such as Apache, BIND, and sendmail within jails, so that if an attacker gains root within the Jail, it is only an annoyance, and not a devastation. This article focuses on the internals (source code) of Jail and Jail NG. It will also suggest improvements upon the jail code base which are already being worked on. If you are looking for a how-to on setting up a Jail, I suggest you look at my other article in Sys Admin Magazine, May 2001, entitled "Securing FreeBSD using Jail." - + Architecture Jail consists of two realms: the user-space program, jail, and the code implemented within the kernel: the jail() system call and associated restrictions. I will be discussing the user-space program and then how jail is implemented within the kernel. Userland code The source for the user-land jail is located in /usr/src/usr.sbin/jail, consisting of one file, jail.c. The program takes these arguments: the path of the jail, hostname, ip address, and the command to be executed. Data Structures In jail.c, the first thing I would note is the declaration of an important structure struct jail j; which was included from /usr/include/sys/jail.h. The definition of the jail structure is: /usr/include/sys/jail.h: struct jail { u_int32_t version; char *path; char *hostname; u_int32_t ip_number; }; As you can see, there is an entry for each of the arguments passed to the jail program, and indeed, they are set during it's execution. /usr/src/usr.sbin/jail.c j.version = 0; j.path = argv[1]; j.hostname = argv[2]; Networking One of the arguments passed to the Jail program is an IP address with which the jail can be accessed over the network. Jail translates the ip address given into network byte order and then stores it in j (the jail structure). /usr/src/usr.sbin/jail/jail.c: struct in.addr in; ... i = inet.aton(argv[3], ); ... j.ip_number = ntohl(in.s.addr); The inet_aton3 function "interprets the specified character string as an Internet address, placing the address into the structure provided." The ip number node in the jail structure is set only when the ip address placed onto the in structure by inet aton is translated into network byte order by ntohl(). Jailing The Process Finally, the userland program jails the process, and executes the command specified. Jail now becomes an imprisoned process itself and forks a child process which then executes the command given using &man.execv.3; /usr/src/sys/usr.sbin/jail/jail.c i = jail(); ... i = execv(argv[4], argv + 4); As you can see, the jail function is being called, and its argument is the jail structure which has been filled with the arguments given to the program. Finally, the program you specify is executed. I will now discuss how Jail is implemented within the kernel. Kernel Space We will now be looking at the file /usr/src/sys/kern/kern_jail.c. This is the file where the jail system call, appropriate sysctls, and networking functions are defined. sysctls In kern_jail.c, the following sysctls are defined: /usr/src/sys/kern/kern_jail.c: int jail_set_hostname_allowed = 1; SYSCTL_INT(_jail, OID_AUTO, set_hostname_allowed, CTLFLAG_RW, _set_hostname_allowed, 0, "Processes in jail can set their hostnames"); int jail_socket_unixiproute_only = 1; SYSCTL_INT(_jail, OID_AUTO, socket_unixiproute_only, CTLFLAG_RW, _socket_unixiproute_only, 0, "Processes in jail are limited to creating UNIX/IPv4/route sockets only "); int jail_sysvipc_allowed = 0; SYSCTL_INT(_jail, OID_AUTO, sysvipc_allowed, CTLFLAG_RW, _sysvipc_allowed, 0, "Processes in jail can use System V IPC primitives"); Each of these sysctls can be accessed by the user through the sysctl program. Throughout the kernel, these specific sysctls are recognized by their name. For example, the name of the first sysctl is jail.set.hostname.allowed. &man.jail.2; system call Like all system calls, the &man.jail.2; system call takes two arguments, struct proc *p and struct jail_args *uap. p is a pointer to a proc structure which describes the calling process. In this context, uap is a pointer to a structure which specifies the arguments given to &man.jail.2; from the userland program jail.c. When I described the userland program before, you saw that the &man.jail.2; system call was given a jail structure as its own argument. /usr/src/sys/kern/kern_jail.c: int jail(p, uap) struct proc *p; struct jail_args /* { syscallarg(struct jail *) jail; } */ *uap; Therefore, uap->jail would access the jail structure which was passed to the system call. Next, the system call copies the jail structure into kernel space using the copyin() function. copyin() takes three arguments: the data which is to be copied into kernel space, uap->jail, where to store it, j and the size of the storage. The jail structure uap->jail is copied into kernel space and stored in another jail structure, j. /usr/src/sys/kern/kern_jail.c: error = copyin(uap->jail, , sizeof j); There is another important structure defined in jail.h. It is the prison structure (pr). The prison structure is used exclusively within kernel space. The &man.jail.2; system call copies everything from the jail structure onto the prison structure. Here is the definition of the prison structure. /usr/include/sys/jail.h: struct prison { int pr_ref; char pr_host[MAXHOSTNAMELEN]; u_int32_t pr_ip; void *pr_linux; }; The jail() system call then allocates memory for a pointer to a prison structure and copies data between the two structures. /usr/src/sys/kern/kern_jail.c: MALLOC(pr, struct prison *, sizeof *pr , M_PRISON, M_WAITOK); bzero((caddr_t)pr, sizeof *pr); error = copyinstr(j.hostname, pr_host]]>, sizeof pr->pr_host, 0); if (error) goto bail; Finally, the jail system call chroots the path specified. The chroot function is given two arguments. The first is p, which represents the calling process, the second is a pointer to the structure chroot args. The structure chroot args contains the path which is to be chrooted. As you can see, the path specified in the jail structure is copied to the chroot args structure and used. /usr/src/sys/kern/kern_jail.c: ca.path = j.path; error = chroot(p, ); These next three lines in the source are very important, as they specify how the kernel recognizes a process as jailed. Each process on a Unix system is described by its own proc structure. You can see the whole proc structure in /usr/include/sys/proc.h. For example, the p argument in any system call is actually a pointer to that process' proc structure, as stated before. The proc structure contains nodes which can describe the owner's identity (p_cred), the process resource limits (p_limit), and so on. In the definition of the process structure, there is a pointer to a prison structure. (p_prison). /usr/include/sys/proc.h: struct proc { ... struct prison *p_prison; ... }; In kern_jail.c, the function then copies the pr structure, which is filled with all the information from the original jail structure, over to the p->p_prison structure. It then does a bitwise OR of p->p_flag with the constant P_JAILED, meaning that the calling process is now recognized as jailed. The parent process of each process, forked within the jail, is the program jail itself, as it calls the &man.jail.2; system call. When the program is executed through execve, it inherits the properties of its parents proc structure, therefore it has the p->p_flag set, and the p->p_prison structure is filled. /usr/src/sys/kern/kern_jail.c p->p.prison = pr; p->p.flag |= P.JAILED; When a process is forked from a parent process, the &man.fork.2; system call deals differently with imprisoned processes. In the fork system call, there are two pointers to a proc structure p1 and p2. p1 points to the parent's proc structure and p2 points to the child's unfilled proc structure. After copying all relevant data between the structures, &man.fork.2; checks if the structure p->p_prison is filled on p2. If it is, it increments the pr.ref by one, and sets the p_flag to one on the child process. /usr/src/sys/kern/kern_fork.c: if (p2->p_prison) { p2->p_prison->pr_ref++; p2->p_flag |= P_JAILED; } - + Restrictions Throughout the kernel there are access restrictions relating to jailed processes. Usually, these restrictions only check if the process is jailed, and if so, returns an error. For example: if (p->p_prison) return EPERM; SysV IPC System V IPC is based on messages. Processes can send each other these messages which tell them how to act. The functions which deal with messages are: msgsys, msgctl, msgget, msgsend and msgrcv. Earlier, I mentioned that there were certain sysctls you could turn on or off in order to affect the behavior of Jail. One of these sysctls was jail_sysvipc_allowed. On most systems, this sysctl is set to 0. If it were set to 1, it would defeat the whole purpose of having a jail; privleged users from within the jail would be able to affect processes outside of the environment. The difference between a message and a signal is that the message only consists of the signal number. /usr/src/sys/kern/sysv_msg.c: &man.msgget.3;: msgget returns (and possibly creates) a message descriptor that designates a message queue for use in other system calls. &man.msgctl.3;: Using this function, a process can query the status of a message descriptor. &man.msgsnd.3;: msgsnd sends a message to a process. &man.msgrcv.3;: a process receives messages using this function In each of these system calls, there is this conditional: /usr/src/sys/kern/sysv msg.c: if (!jail.sysvipc.allowed && p->p_prison != NULL) return (ENOSYS); Semaphore system calls allow processes to synchronize execution by doing a set of operations atomically on a set of semaphores. Basically semaphores provide another way for processes lock resources. However, process waiting on a semaphore, that is being used, will sleep until the resources are relinquished. The following semaphore system calls are blocked inside a jail: semsys, semget, semctl and semop. /usr/src/sys/kern/sysv_sem.c: &man.semctl.2;(id, num, cmd, arg): Semctl does the specified cmd on the semaphore queue indicated by id. &man.semget.2;(key, nsems, flag): Semget creates an array of semaphores, corresponding to key. Key and flag take on the same meaning as they do in msgget. &man.semop.2;(id, ops, num): Semop does the set of semaphore operations in the array of structures ops, to the set of semaphores identified by id. System V IPC allows for processes to share memory. Processes can communicate directly with each other by sharing parts of their virtual address space and then reading and writing data stored in the shared memory. These system calls are blocked within a jailed environment: shmdt, shmat, oshmctl, shmctl, shmget, and shmsys. /usr/src/sys/kern/sysv shm.c: &man.shmctl.2;(id, cmd, buf): shmctl does various control operations on the shared memory region identified by id. &man.shmget.2;(key, size, flag): shmget accesses or creates a shared memory region of size bytes. &man.shmat.2;(id, addr, flag): shmat attaches a shared memory region identified by id to the address space of a process. &man.shmdt.2;(addr): shmdt detaches the shared memory region previously attached at addr. Sockets Jail treats the &man.socket.2; system call and related lower-level socket functions in a special manner. In order to determine whether a certain socket is allowed to be created, it first checks to see if the sysctl jail.socket.unixiproute.only is set. If set, sockets are only allowed to be created if the family specified is either PF_LOCAL, PF_INET or PF_ROUTE. Otherwise, it returns an error. /usr/src/sys/kern/uipc_socket.c: int socreate(dom, aso, type, proto, p) ... register struct protosw *prp; ... { if (p->p_prison && jail_socket_unixiproute_only && prp->pr_domain->dom_family != PR_LOCAL && prp->pr_domain->dom_family != PF_INET && prp->pr_domain->dom_family != PF_ROUTE) return (EPROTONOSUPPORT); ... } Berkeley Packet Filter The Berkeley Packet Filter provides a raw interface to data link layers in a protocol independent fashion. The function bpfopen() opens an Ethernet device. There is a conditional which disallows any jailed processes from accessing this function. /usr/src/sys/net/bpf.c: static int bpfopen(dev, flags, fmt, p) ... { if (p->p_prison) return (EPERM); ... } Protocols There are certain protocols which are very common, such as TCP, UDP, IP and ICMP. IP and ICMP are on the same level: the network layer 2. There are certain precautions which are taken in order to prevent a jailed process from binding a protocol to a certain port only if the nam parameter is set. nam is a pointer to a sockaddr structure, which describes the address on which to bind the service. A more exact definition is that sockaddr "may be used as a template for reffering to the identifying tag and length of each address"[2]. In the function in pcbbind, sin is a pointer to a sockaddr.in structure, which contains the port, address, length and domain family of the socket which is to be bound. Basically, this disallows any processes from jail to be able to specify the domain family. /usr/src/sys/kern/netinet/in_pcb.c: int in.pcbbind(int, nam, p) ... struct sockaddr *nam; struct proc *p; { ... struct sockaddr.in *sin; ... if (nam) { sin = (struct sockaddr.in *)nam; ... if (sin->sin_addr.s_addr != INADDR_ANY) if (prison.ip(p, 0, ->sin.addr.s_addr)) return (EINVAL); .... } ... } You might be wondering what function prison_ip() does. prison.ip is given three arguments, the current process (represented by p), any flags, and an ip address. It returns 1 if the ip address belongs to a jail or 0 if it does not. As you can see from the code, if it is indeed an ip address belonging to a jail, the protcol is not allowed to bind to a certain port. /usr/src/sys/kern/kern_jail.c: int prison_ip(struct proc *p, int flag, u_int32_t *ip) { u_int32_t tmp; if (!p->p_prison) return (0); if (flag) tmp = *ip; else tmp = ntohl (*ip); if (tmp == INADDR_ANY) { if (flag) *ip = p->p_prison->pr_ip; else *ip = htonl(p->p_prison->pr_ip); return (0); } if (p->p_prison->pr_ip != tmp) return (1); return (0); } Jailed users are not allowed to bind services to an ip which does not belong to the jail. The restriction is also written within the function in_pcbbind: /usr/src/sys/net inet/in_pcb.c if (nam) { ... lport = sin->sin.port; ... if (lport) { ... if (p && p->p_prison) prison = 1; if (prison && prison_ip(p, 0, ->sin_addr.s_addr)) return (EADDRNOTAVAIL); Filesystem Even root users within the jail are not allowed to set any file flags, such as immutable, append, and no unlink flags, if the securelevel is greater than 0. /usr/src/sys/ufs/ufs/ufs_vnops.c: int ufs.setattr(ap) ... { if ((cred->cr.uid == 0) && (p->prison == NULL)) { if ((ip->i_flags & (SF_NOUNLINK | SF_IMMUTABLE | SF_APPEND)) && securelevel > 0) return (EPERM); } - + Jail NG Jail NG is a "from-scratch re-implementation of Jail" by Robert Watson, a FreeBSD committer. Some of the new features include the ability to add processes to a jail, an improved management tool, and per-jail sysctls. For example, you could have sysvipc_permitted set on one jail while another jail may be allowed to use System V IPC. You can download the kernel patches and utilities for Jail NG from his website at: .
diff --git a/en_US.ISO8859-1/books/arch-handbook/kobj/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/kobj/chapter.sgml index f8fd4d9851..b2ef1f689b 100644 --- a/en_US.ISO8859-1/books/arch-handbook/kobj/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/kobj/chapter.sgml @@ -1,298 +1,298 @@ Kernel Objects Kernel Objects, or Kobj provides an object-oriented C programming system for the kernel. As such the data being operated on carries the description of how to operate on it. This allows operations to be added and removed from an interface at run time and without breaking binary compatibility. - + Terminology Object A set of data - data structure - data allocation. Method An operation - function. Class One or more methods. Interface A standard set of one or more methods. - + Kobj Operation Kobj works by generating descriptions of methods. Each description holds a unique id as well as a default function. The description's address is used to uniquely identify the method within a class' method table. A class is built by creating a method table associating one or more functions with method descriptions. Before use the class is compiled. The compilation allocates a cache and associates it with the class. A unique id is assigned to each method description within the method table of the class if not already done so by another referencing class compilation. For every method to be used a function is generated by script to qualify arguments and automatically reference the method description for a lookup. The generated function looks up the method by using the unique id associated with the method description as a hash into the cache associated with the object's class. If the method is not cached the generated function proceeds to use the class' table to find the method. If the method is found then the associated function within the class is used; otherwise, the default function associated with the method description is used. These indirections can be visualized as the following: object->cache<->class - + Using Kobj Structures struct kobj_method Functions void kobj_class_compile(kobj_class_t cls); void kobj_class_compile_static(kobj_class_t cls, kobj_ops_t ops); void kobj_class_free(kobj_class_t cls); kobj_t kobj_create(kobj_class_t cls, struct malloc_type *mtype, int mflags); void kobj_init(kobj_t obj, kobj_class_t cls); void kobj_delete(kobj_t obj, struct malloc_type *mtype); Macros KOBJ_CLASS_FIELDS KOBJ_FIELDS DEFINE_CLASS(name, methods, size) KOBJMETHOD(NAME, FUNC) Headers <sys/param.h> <sys/kobj.h> Creating an interface template The first step in using Kobj is to create an Interface. Creating the interface involves creating a template that the script src/sys/kern/makeobjops.pl can use to generate the header and code for the method declarations and method lookup functions. Within this template the following keywords are used: #include, INTERFACE, CODE, METHOD, STATICMETHOD, and DEFAULT. The #include statement and what follows it is copied verbatim to the head of the generated code file. For example: #include <sys/foo.h> The INTERFACE keyword is used to define the interface name. This name is concatenated with each method name as [interface name]_[method name]. Its syntax is INTERFACE [interface name];. For example: INTERFACE foo; The CODE keyword copies its arguments verbatim into the code file. Its syntax is CODE { [whatever] }; For example: CODE { struct foo * foo_alloc_null(struct bar *) { return NULL; } }; The METHOD keyword describes a method. Its syntax is METHOD [return type] [method name] { [object [, arguments]] }; For example: METHOD int bar { struct object *; struct foo *; struct bar; }; The DEFAULT keyword may follow the METHOD keyword. It extends the METHOD key word to include the default function for method. The extended syntax is METHOD [return type] [method name] { [object; [other arguments]] }DEFAULT [default function]; For example: METHOD int bar { struct object *; struct foo *; int bar; } DEFAULT foo_hack; The STATICMETHOD keyword is used like the METHOD keyword except the kobj data is not at the head of the object structure so casting to kobj_t would be incorrect. Instead STATICMETHOD relies on the Kobj data being referenced as 'ops'. This is also useful for calling methods directly out of a class's method table. Other complete examples: src/sys/kern/bus_if.m src/sys/kern/device_if.m Creating a Class The second step in using Kobj is to create a class. A class consists of a name, a table of methods, and the size of objects if Kobj's object handling facilities are used. To create the class use the macro DEFINE_CLASS(). To create the method table create an array of kobj_method_t terminated by a NULL entry. Each non-NULL entry may be created using the macro KOBJMETHOD(). For example: DEFINE_CLASS(fooclass, foomethods, sizeof(struct foodata)); kobj_method_t foomethods[] = { KOBJMETHOD(bar_doo, foo_doo), KOBJMETHOD(bar_foo, foo_foo), { NULL, NULL} }; The class must be compiled. Depending on the state of the system at the time that the class is to be initialized a statically allocated cache, ops table have to be used. This can be accomplished by declaring a struct kobj_ops and using kobj_class_compile_static(); otherwise, kobj_class_compile() should be used. Creating an Object The third step in using Kobj involves how to define the object. Kobj object creation routines assume that Kobj data is at the head of an object. If this in not appropriate you will have to allocate the object yourself and then use kobj_init() on the Kobj portion of it; otherwise, you may use kobj_create() to allocate and initialize the Kobj portion of the object automatically. kobj_init() may also be used to change the class that an object uses. To integrate Kobj into the object you should use the macro KOBJ_FIELDS. For example struct foo_data { KOBJ_FIELDS; foo_foo; foo_bar; }; Calling Methods The last step in using Kobj is to simply use the generated functions to use the desired method within the object's class. This is as simple as using the interface name and the method name with a few modifications. The interface name should be concatenated with the method name using a '_' between them, all in upper case. For example, if the interface name was foo and the method was bar then the call would be: [return value = ] FOO_BAR(object [, other parameters]); Cleaning Up When an object allocated through kobj_create() is no longer needed kobj_delete() may be called on it, and when a class is no longer being used kobj_class_free() may be called on it. diff --git a/en_US.ISO8859-1/books/arch-handbook/locking/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/locking/chapter.sgml index 00501a8d2f..e604ef443b 100644 --- a/en_US.ISO8859-1/books/arch-handbook/locking/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/locking/chapter.sgml @@ -1,333 +1,333 @@ Locking Notes This chapter is maintained by the FreeBSD SMP Next Generation Project. Please direct any comments or suggestions to its &a.smp;. This document outlines the locking used in the FreeBSD kernel to permit effective multi-processing within the kernel. Locking can be achieved via several means. Data structures can be protected by mutexes or &man.lockmgr.9; locks. A few variables are protected simply by always using atomic operations to access them. - + Mutexes A mutex is simply a lock used to guarantee mutual exclusion. Specifically, a mutex may only be owned by one entity at a time. If another entity wishes to obtain a mutex that is already owned, it must wait until the mutex is released. In the FreeBSD kernel, mutexes are owned by processes. Mutexes may be recursively acquired, but they are intended to be held for a short period of time. Specifically, one may not sleep while holding a mutex. If you need to hold a lock across a sleep, use a &man.lockmgr.9; lock. Each mutex has several properties of interest: Variable Name The name of the struct mtx variable in the kernel source. Logical Name The name of the mutex assigned to it by mtx_init. This name is displayed in KTR trace messages and witness errors and warnings and is used to distinguish mutexes in the witness code. Type The type of the mutex in terms of the MTX_* flags. The meaning for each flag is related to its meaning as documented in &man.mutex.9;. MTX_DEF A sleep mutex MTX_SPIN A spin mutex MTX_COLD This mutex is initialized very early. Thus, it must be declared via MUTEX_DECLARE, and the MTX_COLD flag must be passed to mtx_init. MTX_TOPHALF This spin mutex does not disable interrupts. MTX_NORECURSE This mutex is not allowed to recurse. Protectees A list of data structures or data structure members that this entry protects. For data structure members, the name will be in the form of Dependent Functions Functions that can only be called if this mutex is held. Mutex List Variable Name Logical Name Type Protectees Dependent Functions sched_lock sched lock MTX_SPIN | MTX_COLD _gmonparam, cnt.v_swtch, cp_time, curpriority, P_PROFIL XXX, P_INMEM, P_SINTR, P_TIMEOUT, P_SWAPINREQ XXX, P_INMEN XXX), p_prof/, p_ru/, statclock), pscnt, slpque, itqueuebits, itqueues, rtqueuebits, rtqueues, queuebits, queues, idqueuebits, idqueues, switchtime, setrunqueue, remrunqueue, mi_switch, chooseproc, schedclock, resetpriority, updatepri, maybe_resched, cpu_switch, cpu_throw vm86pcb_lock vm86pcb lock MTX_DEF | MTX_COLD vm86pcb vm86_bioscall Giant Giant MTX_DEF | MTX_COLD nearly everything lots callout_lock callout lock MTX_SPIN callfree, callwheel, nextsoftcheck, softticks, ticks
- + Lock Manager Locks Locks that are provided via the &man.lockmgr.9; interface are lock manager locks. These locks are reader-writer locks and may be held by a sleeping process. &man.lockmgr.9; Lock List Variable Name Protectees allproc_lock allproc zombproc pidhashtbl nextpid proctree_lock
- + Atomically Protected Variables An atomically protected variable is a special variable that is not protected by an explicit lock. Instead, all data accesses to the variables use special atomic operations as described in &man.atomic.9;. Very few variables are treated this way, although other synchronization primitives such as mutexes are implemented with atomically protected variables. astpending
diff --git a/en_US.ISO8859-1/books/arch-handbook/pci/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/pci/chapter.sgml index 15146dc9e9..c422ec49d3 100644 --- a/en_US.ISO8859-1/books/arch-handbook/pci/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/pci/chapter.sgml @@ -1,369 +1,369 @@ PCI Devices This chapter will talk about the FreeBSD mechanisms for writing a device driver for a device on a PCI bus. - + Probe and Attach Information here about how the PCI bus code iterates through the unattached devices and see if a newly loaded kld will attach to any of them. /* * Simple KLD to play with the PCI functions. * * Murray Stokely */ #define MIN(a,b) (((a) < (b)) ? (a) : (b)) #include <sys/types.h> #include <sys/module.h> #include <sys/systm.h> /* uprintf */ #include <sys/errno.h> #include <sys/param.h> /* defines used in kernel.h */ #include <sys/kernel.h> /* types used in module initialization */ #include <sys/conf.h> /* cdevsw struct */ #include <sys/uio.h> /* uio struct */ #include <sys/malloc.h> #include <sys/bus.h> /* structs, prototypes for pci bus stuff */ #include <pci/pcivar.h> /* For get_pci macros! */ /* Function prototypes */ d_open_t mypci_open; d_close_t mypci_close; d_read_t mypci_read; d_write_t mypci_write; /* Character device entry points */ static struct cdevsw mypci_cdevsw = { mypci_open, mypci_close, mypci_read, mypci_write, noioctl, nopoll, nommap, nostrategy, "mypci", 36, /* reserved for lkms - /usr/src/sys/conf/majors */ nodump, nopsize, D_TTY, -1 }; /* vars */ static dev_t sdev; /* We're more interested in probe/attach than with open/close/read/write at this point */ int mypci_open(dev_t dev, int oflags, int devtype, struct proc *p) { int err = 0; uprintf("Opened device \"mypci\" successfully.\n"); return(err); } int mypci_close(dev_t dev, int fflag, int devtype, struct proc *p) { int err=0; uprintf("Closing device \"mypci.\"\n"); return(err); } int mypci_read(dev_t dev, struct uio *uio, int ioflag) { int err = 0; uprintf("mypci read!\n"); return err; } int mypci_write(dev_t dev, struct uio *uio, int ioflag) { int err = 0; uprintf("mypci write!\n"); return(err); } /* PCI Support Functions */ /* * Return identification string if this is device is ours. */ static int mypci_probe(device_t dev) { uprintf("MyPCI Probe\n" "Vendor ID : 0x%x\n" "Device ID : 0x%x\n",pci_get_vendor(dev),pci_get_device(dev)); if (pci_get_vendor(dev) == 0x11c1) { uprintf("We've got the Winmodem, probe successful!\n"); return 0; } return ENXIO; } /* Attach function is only called if the probe is successful */ static int mypci_attach(device_t dev) { uprintf("MyPCI Attach for : deviceID : 0x%x\n",pci_get_vendor(dev)); sdev = make_dev(&mypci_cdevsw, 0, UID_ROOT, GID_WHEEL, 0600, "mypci"); uprintf("Mypci device loaded.\n"); return ENXIO; } /* Detach device. */ static int mypci_detach(device_t dev) { uprintf("Mypci detach!\n"); return 0; } /* Called during system shutdown after sync. */ static int mypci_shutdown(device_t dev) { uprintf("Mypci shutdown!\n"); return 0; } /* * Device suspend routine. */ static int mypci_suspend(device_t dev) { uprintf("Mypci suspend!\n"); return 0; } /* * Device resume routine. */ static int mypci_resume(device_t dev) { uprintf("Mypci resume!\n"); return 0; } static device_method_t mypci_methods[] = { /* Device interface */ DEVMETHOD(device_probe, mypci_probe), DEVMETHOD(device_attach, mypci_attach), DEVMETHOD(device_detach, mypci_detach), DEVMETHOD(device_shutdown, mypci_shutdown), DEVMETHOD(device_suspend, mypci_suspend), DEVMETHOD(device_resume, mypci_resume), { 0, 0 } }; static driver_t mypci_driver = { "mypci", mypci_methods, 0, /* sizeof(struct mypci_softc), */ }; static devclass_t mypci_devclass; DRIVER_MODULE(mypci, pci, mypci_driver, mypci_devclass, 0, 0); Additional Resources PCI Special Interest Group PCI System Architecture, Fourth Edition by Tom Shanley, et al. - + Bus Resources FreeBSD provides an object-oriented mechanism for requesting resources from a parent bus. Almost all devices will be a child member of some sort of bus (PCI, ISA, USB, SCSI, etc) and these devices need to acquire resources from their parent bus (such as memory segments, interrupt lines, or DMA channels). Base Address Registers To do anything particularly useful with a PCI device you will need to obtain the Base Address Registers (BARs) from the PCI Configuration space. The PCI-specific details of obtaining the BAR is abstracted in the bus_alloc_resource() function. For example, a typical driver might have something similar to this in the attach() function: sc->bar0id = 0x10; sc->bar0res = bus_alloc_resource(dev, SYS_RES_MEMORY, &(sc->bar0id), 0, ~0, 1, RF_ACTIVE); if (sc->bar0res == NULL) { uprintf("Memory allocation of PCI base register 0 failed!\n"); error = ENXIO; goto fail1; } sc->bar1id = 0x14; sc->bar1res = bus_alloc_resource(dev, SYS_RES_MEMORY, &(sc->bar1id), 0, ~0, 1, RF_ACTIVE); if (sc->bar1res == NULL) { uprintf("Memory allocation of PCI base register 1 failed!\n"); error = ENXIO; goto fail2; } sc->bar0_bt = rman_get_bustag(sc->bar0res); sc->bar0_bh = rman_get_bushandle(sc->bar0res); sc->bar1_bt = rman_get_bustag(sc->bar1res); sc->bar1_bh = rman_get_bushandle(sc->bar1res); Handles for each base address register are kept in the softc structure so that they can be used to write to the device later. These handles can then be used to read or write from the device registers with the bus_space_* functions. For example, a driver might contain a shorthand function to read from a board specific register like this: uint16_t board_read(struct ni_softc *sc, uint16_t address) { return bus_space_read_2(sc->bar1_bt, sc->bar1_bh, address); } Similarly, one could write to the registers with: void board_write(struct ni_softc *sc, uint16_t address, uint16_t value) { bus_space_write_2(sc->bar1_bt, sc->bar1_bh, address, value); } These functions exist in 8bit, 16bit, and 32bit versions and you should use bus_space_{read|write}_{1|2|4} accordingly. Interrupts Interrupts are allocated from the object-oriented bus code in a way similar to the memory resources. First an IRQ resource must be allocated from the parent bus, and then the interrupt handler must be setup to deal with this IRQ. Again, a sample from a device attach() function says more than words. /* Get the IRQ resource */ sc->irqid = 0x0; sc->irqres = bus_alloc_resource(dev, SYS_RES_IRQ, &(sc->irqid), 0, ~0, 1, RF_SHAREABLE | RF_ACTIVE); if (sc->irqres == NULL) { uprintf("IRQ allocation failed!\n"); error = ENXIO; goto fail3; } /* Now we should setup the interrupt handler */ error = bus_setup_intr(dev, sc->irqres, INTR_TYPE_MISC, my_handler, sc, &(sc->handler)); if (error) { printf("Couldn't set up irq\n"); goto fail4; } sc->irq_bt = rman_get_bustag(sc->irqres); sc->irq_bh = rman_get_bushandle(sc->irqres); DMA On the PC, peripherals that want to do bus-mastering DMA must deal with physical addresses. This is a problem since FreeBSD uses virtual memory and deals almost exclusively with virtual addresses. Fortunately, there is a function, vtophys() to help. #include <vm/vm.h> #include <vm/pmap.h> #define vtophys(virtual_address) (...) The solution is a bit different on the alpha however, and what we really want is a function called vtobus(). #if defined(__alpha__) #define vtobus(va) alpha_XXX_dmamap((vm_offset_t)va) #else #define vtobus(va) vtophys(va) #endif Deallocating Resources It is very important to deallocate all of the resources that were allocated during attach(). Care must be taken to deallocate the correct stuff even on a failure condition so that the system will remain usable while your driver dies. diff --git a/en_US.ISO8859-1/books/arch-handbook/scsi/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/scsi/chapter.sgml index fa00f66106..bfbb5e6bfb 100644 --- a/en_US.ISO8859-1/books/arch-handbook/scsi/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/scsi/chapter.sgml @@ -1,1983 +1,1983 @@ Common Access Method SCSI Controllers This chapter was written by &a.babkin; Modifications for the handbook made by &a.murray;. - + Synopsis This document assumes that the reader has a general understanding of device drivers in FreeBSD and of the SCSI protocol. Much of the information in this document was extracted from the drivers: ncr (/sys/pci/ncr.c) by Wolfgang Stanglmeier and Stefan Esser sym (/sys/pci/sym.c) by Gerard Roudier aic7xxx (/sys/dev/aic7xxx/aic7xxx.c) by Justin T. Gibbs and from the CAM code itself (by Justing T. Gibbs, see /sys/cam/*). When some solution looked the most logical and was essentially verbatim extracted from the code by Justin Gibbs, I marked it as recommended. The document is illustrated with examples in pseudo-code. Although sometimes the examples have many details and look like real code, it is still pseudo-code. It was written to demonstrate the concepts in an understandable way. For a real driver other approaches may be more modular and efficient. It also abstracts from the hardware details, as well as issues that would cloud the demonstrated concepts or that are supposed to be described in the other chapters of the developers handbook. Such details are commonly shown as calls to functions with descriptive names, comments or pseudo-statements. Fortunately real life full-size examples with all the details can be found in the real drivers. - + General architecture CAM stands for Common Access Method. It is a generic way to address the I/O buses in a SCSI-like way. This allows a separation of the generic device drivers from the drivers controlling the I/O bus: for example the disk driver becomes able to control disks on both SCSI, IDE, and/or any other bus so the disk driver portion does not have to be rewritten (or copied and modified) for every new I/O bus. Thus the two most important active entities are: Peripheral Modules - a driver for peripheral devices (disk, tape, CDROM, etc.) SCSI Interface Modules (SIM) - a Host Bus Adapter drivers for connecting to an I/O bus such as SCSI or IDE. A peripheral driver receives requests from the OS, converts them to a sequence of SCSI commands and passes these SCSI commands to a SCSI Interface Module. The SCSI Interface Module is responsible for passing these commands to the actual hardware (or if the actual hardware is not SCSI but, for example, IDE then also converting the SCSI commands to the native commands of the hardware). Because we are interested in writing a SCSI adapter driver here, from this point on we will consider everything from the SIM standpoint. A typical SIM driver needs to include the following CAM-related header files: #include <cam/cam.h> #include <cam/cam_ccb.h> #include <cam/cam_sim.h> #include <cam/cam_xpt_sim.h> #include <cam/cam_debug.h> #include <cam/scsi/scsi_all.h> The first thing each SIM driver must do is register itself with the CAM subsystem. This is done during the driver's xxx_attach() function (here and further xxx_ is used to denote the unique driver name prefix). The xxx_attach() function itself is called by the system bus auto-configuration code which we do not describe here. This is achieved in multiple steps: first it is necessary to allocate the queue of requests associated with this SIM: struct cam_devq *devq; if(( devq = cam_simq_alloc(SIZE) )==NULL) { error; /* some code to handle the error */ } Here SIZE is the size of the queue to be allocated, maximal number of requests it could contain. It is the number of requests that the SIM driver can handle in parallel on one SCSI card. Commonly it can be calculated as: SIZE = NUMBER_OF_SUPPORTED_TARGETS * MAX_SIMULTANEOUS_COMMANDS_PER_TARGET Next we create a descriptor of our SIM: struct cam_sim *sim; if(( sim = cam_sim_alloc(action_func, poll_func, driver_name, softc, unit, max_dev_transactions, max_tagged_dev_transactions, devq) )==NULL) { cam_simq_free(devq); error; /* some code to handle the error */ } Note that if we are not able to create a SIM descriptor we free the devq also because we can do nothing else with it and we want to conserve memory. If a SCSI card has multiple SCSI buses on it then each bus requires its own cam_sim structure. An interesting question is what to do if a SCSI card has more than one SCSI bus, do we need one devq structure per card or per SCSI bus? The answer given in the comments to the CAM code is: either way, as the driver's author prefers. The arguments are: action_func - pointer to the driver's xxx_action function. static void xxx_action struct cam_sim *sim, union ccb *ccb poll_func - pointer to the driver's xxx_poll() static void xxx_poll struct cam_sim *sim driver_name - the name of the actual driver, such as ncr or wds. softc - pointer to the driver's internal descriptor for this SCSI card. This pointer will be used by the driver in future to get private data. unit - the controller unit number, for example for controller wds0 this number will be 0 max_dev_transactions - maximal number of simultaneous transactions per SCSI target in the non-tagged mode. This value will be almost universally equal to 1, with possible exceptions only for the non-SCSI cards. Also the drivers that hope to take advantage by preparing one transaction while another one is executed may set it to 2 but this does not seem to be worth the complexity. max_tagged_dev_transactions - the same thing, but in the tagged mode. Tags are the SCSI way to initiate multiple transactions on a device: each transaction is assigned a unique tag and the transaction is sent to the device. When the device completes some transaction it sends back the result together with the tag so that the SCSI adapter (and the driver) can tell which transaction was completed. This argument is also known as the maximal tag depth. It depends on the abilities of the SCSI adapter. Finally we register the SCSI buses associated with our SCSI adapter: if(xpt_bus_register(sim, bus_number) != CAM_SUCCESS) { cam_sim_free(sim, /*free_devq*/ TRUE); error; /* some code to handle the error */ } If there is one devq structure per SCSI bus (i.e. we consider a card with multiple buses as multiple cards with one bus each) then the bus number will always be 0, otherwise each bus on the SCSI card should be get a distinct number. Each bus needs its own separate structure cam_sim. After that our controller is completely hooked to the CAM system. The value of devq can be discarded now: sim will be passed as an argument in all further calls from CAM and devq can be derived from it. CAM provides the framework for such asynchronous events. Some events originate from the lower levels (the SIM drivers), some events originate from the peripheral drivers, some events originate from the CAM subsystem itself. Any driver can register callbacks for some types of the asynchronous events, so that it would be notified if these events occur. A typical example of such an event is a device reset. Each transaction and event identifies the devices to which it applies by the means of path. The target-specific events normally occur during a transaction with this device. So the path from that transaction may be re-used to report this event (this is safe because the event path is copied in the event reporting routine but not deallocated nor passed anywhere further). Also it is safe to allocate paths dynamically at any time including the interrupt routines, although that incurs certain overhead, and a possible problem with this approach is that there may be no free memory at that time. For a bus reset event we need to define a wildcard path including all devices on the bus. So we can create the path for the future bus reset events in advance and avoid problems with the future memory shortage: struct cam_path *path; if(xpt_create_path(&path, /*periph*/NULL, cam_sim_path(sim), CAM_TARGET_WILDCARD, CAM_LUN_WILDCARD) != CAM_REQ_CMP) { xpt_bus_deregister(cam_sim_path(sim)); cam_sim_free(sim, /*free_devq*/TRUE); error; /* some code to handle the error */ } softc->wpath = path; softc->sim = sim; As you can see the path includes: ID of the peripheral driver (NULL here because we have none) ID of the SIM driver (cam_sim_path(sim)) SCSI target number of the device (CAM_TARGET_WILDCARD means all devices) SCSI LUN number of the subdevice (CAM_LUN_WILDCARD means all LUNs) If the driver can not allocate this path it will not be able to work normally, so in that case we dismantle that SCSI bus. And we save the path pointer in the softc structure for future use. After that we save the value of sim (or we can also discard it on the exit from xxx_probe() if we wish). That is all for a minimalistic initialization. To do things right there is one more issue left. For a SIM driver there is one particularly interesting event: when a target device is considered lost. In this case resetting the SCSI negotiations with this device may be a good idea. So we register a callback for this event with CAM. The request is passed to CAM by requesting CAM action on a CAM control block for this type of request: struct ccb_setasync csa; xpt_setup_ccb(&csa.ccb_h, path, /*priority*/5); csa.ccb_h.func_code = XPT_SASYNC_CB; csa.event_enable = AC_LOST_DEVICE; csa.callback = xxx_async; csa.callback_arg = sim; xpt_action((union ccb *)&csa); Now we take a look at the xxx_action() and xxx_poll() driver entry points. static void xxx_action struct cam_sim *sim, union ccb *ccb Do some action on request of the CAM subsystem. Sim describes the SIM for the request, CCB is the request itself. CCB stands for CAM Control Block. It is a union of many specific instances, each describing arguments for some type of transactions. All of these instances share the CCB header where the common part of arguments is stored. CAM supports the SCSI controllers working in both initiator (normal) mode and target (simulating a SCSI device) mode. Here we only consider the part relevant to the initiator mode. There are a few function and macros (in other words, methods) defined to access the public data in the struct sim: cam_sim_path(sim) - the path ID (see above) cam_sim_name(sim) - the name of the sim cam_sim_softc(sim) - the pointer to the softc (driver private data) structure cam_sim_unit(sim) - the unit number cam_sim_bus(sim) - the bus ID To identify the device, xxx_action() can get the unit number and pointer to its structure softc using these functions. The type of request is stored in ccb->ccb_h.func_code. So generally xxx_action() consists of a big switch: struct xxx_softc *softc = (struct xxx_softc *) cam_sim_softc(sim); struct ccb_hdr *ccb_h = &ccb->ccb_h; int unit = cam_sim_unit(sim); int bus = cam_sim_bus(sim); switch(ccb_h->func_code) { case ...: ... default: ccb_h->status = CAM_REQ_INVALID; xpt_done(ccb); break; } As can be seen from the default case (if an unknown command was received) the return code of the command is set into ccb->ccb_h.status and the completed CCB is returned back to CAM by calling xpt_done(ccb). xpt_done() does not have to be called from xxx_action(): For example an I/O request may be enqueued inside the SIM driver and/or its SCSI controller. Then when the device would post an interrupt signaling that the processing of this request is complete xpt_done() may be called from the interrupt handling routine. Actually, the CCB status is not only assigned as a return code but a CCB has some status all the time. Before CCB is passed to the xxx_action() routine it gets the status CCB_REQ_INPROG meaning that it is in progress. There are a surprising number of status values defined in /sys/cam/cam.h which should be able to represent the status of a request in great detail. More interesting yet, the status is in fact a bitwise or of an enumerated status value (the lower 6 bits) and possible additional flag-like bits (the upper bits). The enumerated values will be discussed later in more detail. The summary of them can be found in the Errors Summary section. The possible status flags are: CAM_DEV_QFRZN - if the SIM driver gets a serious error (for example, the device does not respond to the selection or breaks the SCSI protocol) when processing a CCB it should freeze the request queue by calling xpt_freeze_simq(), return the other enqueued but not processed yet CCBs for this device back to the CAM queue, then set this flag for the troublesome CCB and call xpt_done(). This flag causes the CAM subsystem to unfreeze the queue after it handles the error. CAM_AUTOSNS_VALID - if the device returned an error condition and the flag CAM_DIS_AUTOSENSE is not set in CCB the SIM driver must execute the REQUEST SENSE command automatically to extract the sense (extended error information) data from the device. If this attempt was successful the sense data should be saved in the CCB and this flag set. CAM_RELEASE_SIMQ - like CAM_DEV_QFRZN but used in case there is some problem (or resource shortage) with the SCSI controller itself. Then all the future requests to the controller should be stopped by xpt_freeze_simq(). The controller queue will be restarted after the SIM driver overcomes the shortage and informs CAM by returning some CCB with this flag set. CAM_SIM_QUEUED - when SIM puts a CCB into its request queue this flag should be set (and removed when this CCB gets dequeued before being returned back to CAM). This flag is not used anywhere in the CAM code now, so its purpose is purely diagnostic. The function xxx_action() is not allowed to sleep, so all the synchronization for resource access must be done using SIM or device queue freezing. Besides the aforementioned flags the CAM subsystem provides functions xpt_release_simq() and xpt_release_devq() to unfreeze the queues directly, without passing a CCB to CAM. The CCB header contains the following fields: path - path ID for the request target_id - target device ID for the request target_lun - LUN ID of the target device timeout - timeout interval for this command, in milliseconds timeout_ch - a convenience place for the SIM driver to store the timeout handle (the CAM subsystem itself does not make any assumptions about it) flags - various bits of information about the request spriv_ptr0, spriv_ptr1 - fields reserved for private use by the SIM driver (such as linking to the SIM queues or SIM private control blocks); actually, they exist as unions: spriv_ptr0 and spriv_ptr1 have the type (void *), spriv_field0 and spriv_field1 have the type unsigned long, sim_priv.entries[0].bytes and sim_priv.entries[1].bytes are byte arrays of the size consistent with the other incarnations of the union and sim_priv.bytes is one array, twice bigger. The recommended way of using the SIM private fields of CCB is to define some meaningful names for them and use these meaningful names in the driver, like: #define ccb_some_meaningful_name sim_priv.entries[0].bytes #define ccb_hcb spriv_ptr1 /* for hardware control block */ The most common initiator mode requests are: XPT_SCSI_IO - execute an I/O transaction The instance struct ccb_scsiio csio of the union ccb is used to transfer the arguments. They are: cdb_io - pointer to the SCSI command buffer or the buffer itself cdb_len - SCSI command length data_ptr - pointer to the data buffer (gets a bit complicated if scatter/gather is used) dxfer_len - length of the data to transfer sglist_cnt - counter of the scatter/gather segments scsi_status - place to return the SCSI status sense_data - buffer for the SCSI sense information if the command returns an error (the SIM driver is supposed to run the REQUEST SENSE command automatically in this case if the CCB flag CAM_DIS_AUTOSENSE is not set) sense_len - the length of that buffer (if it happens to be higher than size of sense_data the SIM driver must silently assume the smaller value) resid, sense_resid - if the transfer of data or SCSI sense returned an error these are the returned counters of the residual (not transferred) data. They do not seem to be especially meaningful, so in a case when they are difficult to compute (say, counting bytes in the SCSI controller's FIFO buffer) an approximate value will do as well. For a successfully completed transfer they must be set to zero. tag_action - the kind of tag to use: CAM_TAG_ACTION_NONE - do not use tags for this transaction MSG_SIMPLE_Q_TAG, MSG_HEAD_OF_Q_TAG, MSG_ORDERED_Q_TAG - value equal to the appropriate tag message (see /sys/cam/scsi/scsi_message.h); this gives only the tag type, the SIM driver must assign the tag value itself The general logic of handling this request is the following: The first thing to do is to check for possible races, to make sure that the command did not get aborted when it was sitting in the queue: struct ccb_scsiio *csio = &ccb->csio; if ((ccb_h->status & CAM_STATUS_MASK) != CAM_REQ_INPROG) { xpt_done(ccb); return; } Also we check that the device is supported at all by our controller: if(ccb_h->target_id > OUR_MAX_SUPPORTED_TARGET_ID || cch_h->target_id == OUR_SCSI_CONTROLLERS_OWN_ID) { ccb_h->status = CAM_TID_INVALID; xpt_done(ccb); return; } if(ccb_h->target_lun > OUR_MAX_SUPPORTED_LUN) { ccb_h->status = CAM_LUN_INVALID; xpt_done(ccb); return; } Then allocate whatever data structures (such as card-dependent hardware control block) we need to process this request. If we ca not then freeze the SIM queue and remember that we have a pending operation, return the CCB back and ask CAM to re-queue it. Later when the resources become available the SIM queue must be unfrozen by returning a ccb with the CAM_SIMQ_RELEASE bit set in its status. Otherwise, if all went well, link the CCB with the hardware control block (HCB) and mark it as queued. struct xxx_hcb *hcb = allocate_hcb(softc, unit, bus); if(hcb == NULL) { softc->flags |= RESOURCE_SHORTAGE; xpt_freeze_simq(sim, /*count*/1); ccb_h->status = CAM_REQUEUE_REQ; xpt_done(ccb); return; } hcb->ccb = ccb; ccb_h->ccb_hcb = (void *)hcb; ccb_h->status |= CAM_SIM_QUEUED; Extract the target data from CCB into the hardware control block. Check if we are asked to assign a tag and if yes then generate an unique tag and build the SCSI tag messages. The SIM driver is also responsible for negotiations with the devices to set the maximal mutually supported bus width, synchronous rate and offset. hcb->target = ccb_h->target_id; hcb->lun = ccb_h->target_lun; generate_identify_message(hcb); if( ccb_h->tag_action != CAM_TAG_ACTION_NONE ) generate_unique_tag_message(hcb, ccb_h->tag_action); if( !target_negotiated(hcb) ) generate_negotiation_messages(hcb); Then set up the SCSI command. The command storage may be specified in the CCB in many interesting ways, specified by the CCB flags. The command buffer can be contained in CCB or pointed to, in the latter case the pointer may be physical or virtual. Since the hardware commonly needs physical address we always convert the address to the physical one. A NOT-QUITE RELATED NOTE: Normally this is done by a call to vtophys(), but for the PCI device (which account for most of the SCSI controllers now) drivers' portability to the Alpha architecture the conversion must be done by vtobus() instead due to special Alpha quirks. [IMHO it would be much better to have two separate functions, vtop() and ptobus() then vtobus() would be a simple superposition of them.] In case if a physical address is requested it is OK to return the CCB with the status CAM_REQ_INVALID, the current drivers do that. But it is also possible to compile the Alpha-specific piece of code, as in this example (there should be a more direct way to do that, without conditional compilation in the drivers). If necessary a physical address can be also converted or mapped back to a virtual address but with big pain, so we do not do that. if(ccb_h->flags & CAM_CDB_POINTER) { /* CDB is a pointer */ if(!(ccb_h->flags & CAM_CDB_PHYS)) { /* CDB pointer is virtual */ hcb->cmd = vtobus(csio->cdb_io.cdb_ptr); } else { /* CDB pointer is physical */ #if defined(__alpha__) hcb->cmd = csio->cdb_io.cdb_ptr | alpha_XXX_dmamap_or ; #else hcb->cmd = csio->cdb_io.cdb_ptr ; #endif } } else { /* CDB is in the ccb (buffer) */ hcb->cmd = vtobus(csio->cdb_io.cdb_bytes); } hcb->cmdlen = csio->cdb_len; Now it is time to set up the data. Again, the data storage may be specified in the CCB in many interesting ways, specified by the CCB flags. First we get the direction of the data transfer. The simplest case is if there is no data to transfer: int dir = (ccb_h->flags & CAM_DIR_MASK); if (dir == CAM_DIR_NONE) goto end_data; Then we check if the data is in one chunk or in a scatter-gather list, and the addresses are physical or virtual. The SCSI controller may be able to handle only a limited number of chunks of limited length. If the request hits this limitation we return an error. We use a special function to return the CCB to handle in one place the HCB resource shortages. The functions to add chunks are driver-dependent, and here we leave them without detailed implementation. See description of the SCSI command (CDB) handling for the details on the address-translation issues. If some variation is too difficult or impossible to implement with a particular card it is OK to return the status CAM_REQ_INVALID. Actually, it seems like the scatter-gather ability is not used anywhere in the CAM code now. But at least the case for a single non-scattered virtual buffer must be implemented, it is actively used by CAM. int rv; initialize_hcb_for_data(hcb); if((!(ccb_h->flags & CAM_SCATTER_VALID)) { /* single buffer */ if(!(ccb_h->flags & CAM_DATA_PHYS)) { rv = add_virtual_chunk(hcb, csio->data_ptr, csio->dxfer_len, dir); } } else { rv = add_physical_chunk(hcb, csio->data_ptr, csio->dxfer_len, dir); } } else { int i; struct bus_dma_segment *segs; segs = (struct bus_dma_segment *)csio->data_ptr; if ((ccb_h->flags & CAM_SG_LIST_PHYS) != 0) { /* The SG list pointer is physical */ rv = setup_hcb_for_physical_sg_list(hcb, segs, csio->sglist_cnt); } else if (!(ccb_h->flags & CAM_DATA_PHYS)) { /* SG buffer pointers are virtual */ for (i = 0; i < csio->sglist_cnt; i++) { rv = add_virtual_chunk(hcb, segs[i].ds_addr, segs[i].ds_len, dir); if (rv != CAM_REQ_CMP) break; } } else { /* SG buffer pointers are physical */ for (i = 0; i < csio->sglist_cnt; i++) { rv = add_physical_chunk(hcb, segs[i].ds_addr, segs[i].ds_len, dir); if (rv != CAM_REQ_CMP) break; } } } if(rv != CAM_REQ_CMP) { /* we expect that add_*_chunk() functions return CAM_REQ_CMP * if they added a chunk successfully, CAM_REQ_TOO_BIG if * the request is too big (too many bytes or too many chunks), * CAM_REQ_INVALID in case of other troubles */ free_hcb_and_ccb_done(hcb, ccb, rv); return; } end_data: If disconnection is disabled for this CCB we pass this information to the hcb: if(ccb_h->flags & CAM_DIS_DISCONNECT) hcb_disable_disconnect(hcb); If the controller is able to run REQUEST SENSE command all by itself then the value of the flag CAM_DIS_AUTOSENSE should also be passed to it, to prevent automatic REQUEST SENSE if the CAM subsystem does not want it. The only thing left is to set up the timeout, pass our hcb to the hardware and return, the rest will be done by the interrupt handler (or timeout handler). ccb_h->timeout_ch = timeout(xxx_timeout, (caddr_t) hcb, (ccb_h->timeout * hz) / 1000); /* convert milliseconds to ticks */ put_hcb_into_hardware_queue(hcb); return; And here is a possible implementation of the function returning CCB: static void free_hcb_and_ccb_done(struct xxx_hcb *hcb, union ccb *ccb, u_int32_t status) { struct xxx_softc *softc = hcb->softc; ccb->ccb_h.ccb_hcb = 0; if(hcb != NULL) { untimeout(xxx_timeout, (caddr_t) hcb, ccb->ccb_h.timeout_ch); /* we're about to free a hcb, so the shortage has ended */ if(softc->flags & RESOURCE_SHORTAGE) { softc->flags &= ~RESOURCE_SHORTAGE; status |= CAM_RELEASE_SIMQ; } free_hcb(hcb); /* also removes hcb from any internal lists */ } ccb->ccb_h.status = status | (ccb->ccb_h.status & ~(CAM_STATUS_MASK|CAM_SIM_QUEUED)); xpt_done(ccb); } XPT_RESET_DEV - send the SCSI BUS DEVICE RESET message to a device There is no data transferred in CCB except the header and the most interesting argument of it is target_id. Depending on the controller hardware a hardware control block just like for the XPT_SCSI_IO request may be constructed (see XPT_SCSI_IO request description) and sent to the controller or the SCSI controller may be immediately programmed to send this RESET message to the device or this request may be just not supported (and return the status CAM_REQ_INVALID). Also on completion of the request all the disconnected transactions for this target must be aborted (probably in the interrupt routine). Also all the current negotiations for the target are lost on reset, so they might be cleaned too. Or they clearing may be deferred, because anyway the target would request re-negotiation on the next transaction. XPT_RESET_BUS - send the RESET signal to the SCSI bus No arguments are passed in the CCB, the only interesting argument is the SCSI bus indicated by the struct sim pointer. A minimalistic implementation would forget the SCSI negotiations for all the devices on the bus and return the status CAM_REQ_CMP. The proper implementation would in addition actually reset the SCSI bus (possible also reset the SCSI controller) and mark all the CCBs being processed, both those in the hardware queue and those being disconnected, as done with the status CAM_SCSI_BUS_RESET. Like: int targ, lun; struct xxx_hcb *h, *hh; struct ccb_trans_settings neg; struct cam_path *path; /* The SCSI bus reset may take a long time, in this case its completion * should be checked by interrupt or timeout. But for simplicity * we assume here that it's really fast. */ reset_scsi_bus(softc); /* drop all enqueued CCBs */ for(h = softc->first_queued_hcb; h != NULL; h = hh) { hh = h->next; free_hcb_and_ccb_done(h, h->ccb, CAM_SCSI_BUS_RESET); } /* the clean values of negotiations to report */ neg.bus_width = 8; neg.sync_period = neg.sync_offset = 0; neg.valid = (CCB_TRANS_BUS_WIDTH_VALID | CCB_TRANS_SYNC_RATE_VALID | CCB_TRANS_SYNC_OFFSET_VALID); /* drop all disconnected CCBs and clean negotiations */ for(targ=0; targ <= OUR_MAX_SUPPORTED_TARGET; targ++) { clean_negotiations(softc, targ); /* report the event if possible */ if(xpt_create_path(&path, /*periph*/NULL, cam_sim_path(sim), targ, CAM_LUN_WILDCARD) == CAM_REQ_CMP) { xpt_async(AC_TRANSFER_NEG, path, &neg); xpt_free_path(path); } for(lun=0; lun <= OUR_MAX_SUPPORTED_LUN; lun++) for(h = softc->first_discon_hcb[targ][lun]; h != NULL; h = hh) { hh=h->next; free_hcb_and_ccb_done(h, h->ccb, CAM_SCSI_BUS_RESET); } } ccb->ccb_h.status = CAM_REQ_CMP; xpt_done(ccb); /* report the event */ xpt_async(AC_BUS_RESET, softc->wpath, NULL); return; Implementing the SCSI bus reset as a function may be a good idea because it would be re-used by the timeout function as a last resort if the things go wrong. XPT_ABORT - abort the specified CCB The arguments are transferred in the instance struct ccb_abort cab of the union ccb. The only argument field in it is: abort_ccb - pointer to the CCB to be aborted If the abort is not supported just return the status CAM_UA_ABORT. This is also the easy way to minimally implement this call, return CAM_UA_ABORT in any case. The hard way is to implement this request honestly. First check that abort applies to a SCSI transaction: struct ccb *abort_ccb; abort_ccb = ccb->cab.abort_ccb; if(abort_ccb->ccb_h.func_code != XPT_SCSI_IO) { ccb->ccb_h.status = CAM_UA_ABORT; xpt_done(ccb); return; } Then it is necessary to find this CCB in our queue. This can be done by walking the list of all our hardware control blocks in search for one associated with this CCB: struct xxx_hcb *hcb, *h; hcb = NULL; /* We assume that softc->first_hcb is the head of the list of all * HCBs associated with this bus, including those enqueued for * processing, being processed by hardware and disconnected ones. */ for(h = softc->first_hcb; h != NULL; h = h->next) { if(h->ccb == abort_ccb) { hcb = h; break; } } if(hcb == NULL) { /* no such CCB in our queue */ ccb->ccb_h.status = CAM_PATH_INVALID; xpt_done(ccb); return; } hcb=found_hcb; Now we look at the current processing status of the HCB. It may be either sitting in the queue waiting to be sent to the SCSI bus, being transferred right now, or disconnected and waiting for the result of the command, or actually completed by hardware but not yet marked as done by software. To make sure that we do not get in any races with hardware we mark the HCB as being aborted, so that if this HCB is about to be sent to the SCSI bus the SCSI controller will see this flag and skip it. int hstatus; /* shown as a function, in case special action is needed to make * this flag visible to hardware */ set_hcb_flags(hcb, HCB_BEING_ABORTED); abort_again: hstatus = get_hcb_status(hcb); switch(hstatus) { case HCB_SITTING_IN_QUEUE: remove_hcb_from_hardware_queue(hcb); /* FALLTHROUGH */ case HCB_COMPLETED: /* this is an easy case */ free_hcb_and_ccb_done(hcb, abort_ccb, CAM_REQ_ABORTED); break; If the CCB is being transferred right now we would like to signal to the SCSI controller in some hardware-dependent way that we want to abort the current transfer. The SCSI controller would set the SCSI ATTENTION signal and when the target responds to it send an ABORT message. We also reset the timeout to make sure that the target is not sleeping forever. If the command would not get aborted in some reasonable time like 10 seconds the timeout routine would go ahead and reset the whole SCSI bus. Because the command will be aborted in some reasonable time we can just return the abort request now as successfully completed, and mark the aborted CCB as aborted (but not mark it as done yet). case HCB_BEING_TRANSFERRED: untimeout(xxx_timeout, (caddr_t) hcb, abort_ccb->ccb_h.timeout_ch); abort_ccb->ccb_h.timeout_ch = timeout(xxx_timeout, (caddr_t) hcb, 10 * hz); abort_ccb->ccb_h.status = CAM_REQ_ABORTED; /* ask the controller to abort that HCB, then generate * an interrupt and stop */ if(signal_hardware_to_abort_hcb_and_stop(hcb) < 0) { /* oops, we missed the race with hardware, this transaction * got off the bus before we aborted it, try again */ goto abort_again; } break; If the CCB is in the list of disconnected then set it up as an abort request and re-queue it at the front of hardware queue. Reset the timeout and report the abort request to be completed. case HCB_DISCONNECTED: untimeout(xxx_timeout, (caddr_t) hcb, abort_ccb->ccb_h.timeout_ch); abort_ccb->ccb_h.timeout_ch = timeout(xxx_timeout, (caddr_t) hcb, 10 * hz); put_abort_message_into_hcb(hcb); put_hcb_at_the_front_of_hardware_queue(hcb); break; } ccb->ccb_h.status = CAM_REQ_CMP; xpt_done(ccb); return; That is all for the ABORT request, although there is one more issue. Because the ABORT message cleans all the ongoing transactions on a LUN we have to mark all the other active transactions on this LUN as aborted. That should be done in the interrupt routine, after the transaction gets aborted. Implementing the CCB abort as a function may be quite a good idea, this function can be re-used if an I/O transaction times out. The only difference would be that the timed out transaction would return the status CAM_CMD_TIMEOUT for the timed out request. Then the case XPT_ABORT would be small, like that: case XPT_ABORT: struct ccb *abort_ccb; abort_ccb = ccb->cab.abort_ccb; if(abort_ccb->ccb_h.func_code != XPT_SCSI_IO) { ccb->ccb_h.status = CAM_UA_ABORT; xpt_done(ccb); return; } if(xxx_abort_ccb(abort_ccb, CAM_REQ_ABORTED) < 0) /* no such CCB in our queue */ ccb->ccb_h.status = CAM_PATH_INVALID; else ccb->ccb_h.status = CAM_REQ_CMP; xpt_done(ccb); return; XPT_SET_TRAN_SETTINGS - explicitly set values of SCSI transfer settings The arguments are transferred in the instance struct ccb_trans_setting cts of the union ccb: valid - a bitmask showing which settings should be updated: CCB_TRANS_SYNC_RATE_VALID - synchronous transfer rate CCB_TRANS_SYNC_OFFSET_VALID - synchronous offset CCB_TRANS_BUS_WIDTH_VALID - bus width CCB_TRANS_DISC_VALID - set enable/disable disconnection CCB_TRANS_TQ_VALID - set enable/disable tagged queuing flags - consists of two parts, binary arguments and identification of sub-operations. The binary arguments are: CCB_TRANS_DISC_ENB - enable disconnection CCB_TRANS_TAG_ENB - enable tagged queuing the sub-operations are: CCB_TRANS_CURRENT_SETTINGS - change the current negotiations CCB_TRANS_USER_SETTINGS - remember the desired user values sync_period, sync_offset - self-explanatory, if sync_offset==0 then the asynchronous mode is requested bus_width - bus width, in bits (not bytes) Two sets of negotiated parameters are supported, the user settings and the current settings. The user settings are not really used much in the SIM drivers, this is mostly just a piece of memory where the upper levels can store (and later recall) its ideas about the parameters. Setting the user parameters does not cause re-negotiation of the transfer rates. But when the SCSI controller does a negotiation it must never set the values higher than the user parameters, so it is essentially the top boundary. The current settings are, as the name says, current. Changing them means that the parameters must be re-negotiated on the next transfer. Again, these new current settings are not supposed to be forced on the device, just they are used as the initial step of negotiations. Also they must be limited by actual capabilities of the SCSI controller: for example, if the SCSI controller has 8-bit bus and the request asks to set 16-bit wide transfers this parameter must be silently truncated to 8-bit transfers before sending it to the device. One caveat is that the bus width and synchronous parameters are per target while the disconnection and tag enabling parameters are per lun. The recommended implementation is to keep 3 sets of negotiated (bus width and synchronous transfer) parameters: user - the user set, as above current - those actually in effect goal - those requested by setting of the current parameters The code looks like: struct ccb_trans_settings *cts; int targ, lun; int flags; cts = &ccb->cts; targ = ccb_h->target_id; lun = ccb_h->target_lun; flags = cts->flags; if(flags & CCB_TRANS_USER_SETTINGS) { if(flags & CCB_TRANS_SYNC_RATE_VALID) softc->user_sync_period[targ] = cts->sync_period; if(flags & CCB_TRANS_SYNC_OFFSET_VALID) softc->user_sync_offset[targ] = cts->sync_offset; if(flags & CCB_TRANS_BUS_WIDTH_VALID) softc->user_bus_width[targ] = cts->bus_width; if(flags & CCB_TRANS_DISC_VALID) { softc->user_tflags[targ][lun] &= ~CCB_TRANS_DISC_ENB; softc->user_tflags[targ][lun] |= flags & CCB_TRANS_DISC_ENB; } if(flags & CCB_TRANS_TQ_VALID) { softc->user_tflags[targ][lun] &= ~CCB_TRANS_TQ_ENB; softc->user_tflags[targ][lun] |= flags & CCB_TRANS_TQ_ENB; } } if(flags & CCB_TRANS_CURRENT_SETTINGS) { if(flags & CCB_TRANS_SYNC_RATE_VALID) softc->goal_sync_period[targ] = max(cts->sync_period, OUR_MIN_SUPPORTED_PERIOD); if(flags & CCB_TRANS_SYNC_OFFSET_VALID) softc->goal_sync_offset[targ] = min(cts->sync_offset, OUR_MAX_SUPPORTED_OFFSET); if(flags & CCB_TRANS_BUS_WIDTH_VALID) softc->goal_bus_width[targ] = min(cts->bus_width, OUR_BUS_WIDTH); if(flags & CCB_TRANS_DISC_VALID) { softc->current_tflags[targ][lun] &= ~CCB_TRANS_DISC_ENB; softc->current_tflags[targ][lun] |= flags & CCB_TRANS_DISC_ENB; } if(flags & CCB_TRANS_TQ_VALID) { softc->current_tflags[targ][lun] &= ~CCB_TRANS_TQ_ENB; softc->current_tflags[targ][lun] |= flags & CCB_TRANS_TQ_ENB; } } ccb->ccb_h.status = CAM_REQ_CMP; xpt_done(ccb); return; Then when the next I/O request will be processed it will check if it has to re-negotiate, for example by calling the function target_negotiated(hcb). It can be implemented like this: int target_negotiated(struct xxx_hcb *hcb) { struct softc *softc = hcb->softc; int targ = hcb->targ; if( softc->current_sync_period[targ] != softc->goal_sync_period[targ] || softc->current_sync_offset[targ] != softc->goal_sync_offset[targ] || softc->current_bus_width[targ] != softc->goal_bus_width[targ] ) return 0; /* FALSE */ else return 1; /* TRUE */ } After the values are re-negotiated the resulting values must be assigned to both current and goal parameters, so for future I/O transactions the current and goal parameters would be the same and target_negotiated() would return TRUE. When the card is initialized (in xxx_attach()) the current negotiation values must be initialized to narrow asynchronous mode, the goal and current values must be initialized to the maximal values supported by controller. XPT_GET_TRAN_SETTINGS - get values of SCSI transfer settings This operations is the reverse of XPT_SET_TRAN_SETTINGS. Fill up the CCB instance struct ccb_trans_setting cts with data as requested by the flags CCB_TRANS_CURRENT_SETTINGS or CCB_TRANS_USER_SETTINGS (if both are set then the existing drivers return the current settings). Set all the bits in the valid field. XPT_CALC_GEOMETRY - calculate logical (BIOS) geometry of the disk The arguments are transferred in the instance struct ccb_calc_geometry ccg of the union ccb: block_size - input, block (A.K.A sector) size in bytes volume_size - input, volume size in bytes cylinders - output, logical cylinders heads - output, logical heads secs_per_track - output, logical sectors per track If the returned geometry differs much enough from what the SCSI controller BIOS thinks and a disk on this SCSI controller is used as bootable the system may not be able to boot. The typical calculation example taken from the aic7xxx driver is: struct ccb_calc_geometry *ccg; u_int32_t size_mb; u_int32_t secs_per_cylinder; int extended; ccg = &ccb->ccg; size_mb = ccg->volume_size / ((1024L * 1024L) / ccg->block_size); extended = check_cards_EEPROM_for_extended_geometry(softc); if (size_mb > 1024 && extended) { ccg->heads = 255; ccg->secs_per_track = 63; } else { ccg->heads = 64; ccg->secs_per_track = 32; } secs_per_cylinder = ccg->heads * ccg->secs_per_track; ccg->cylinders = ccg->volume_size / secs_per_cylinder; ccb->ccb_h.status = CAM_REQ_CMP; xpt_done(ccb); return; This gives the general idea, the exact calculation depends on the quirks of the particular BIOS. If BIOS provides no way set the extended translation flag in EEPROM this flag should normally be assumed equal to 1. Other popular geometries are: 128 heads, 63 sectors - Symbios controllers 16 heads, 63 sectors - old controllers Some system BIOSes and SCSI BIOSes fight with each other with variable success, for example a combination of Symbios 875/895 SCSI and Phoenix BIOS can give geometry 128/63 after power up and 255/63 after a hard reset or soft reboot. XPT_PATH_INQ - path inquiry, in other words get the SIM driver and SCSI controller (also known as HBA - Host Bus Adapter) properties The properties are returned in the instance struct ccb_pathinq cpi of the union ccb: version_num - the SIM driver version number, now all drivers use 1 hba_inquiry - bitmask of features supported by the controller: PI_MDP_ABLE - supports MDP message (something from SCSI3?) PI_WIDE_32 - supports 32 bit wide SCSI PI_WIDE_16 - supports 16 bit wide SCSI PI_SDTR_ABLE - can negotiate synchronous transfer rate PI_LINKED_CDB - supports linked commands PI_TAG_ABLE - supports tagged commands PI_SOFT_RST - supports soft reset alternative (hard reset and soft reset are mutually exclusive within a SCSI bus) target_sprt - flags for target mode support, 0 if unsupported hba_misc - miscellaneous controller features: PIM_SCANHILO - bus scans from high ID to low ID PIM_NOREMOVE - removable devices not included in scan PIM_NOINITIATOR - initiator role not supported PIM_NOBUSRESET - user has disabled initial BUS RESET hba_eng_cnt - mysterious HBA engine count, something related to compression, now is always set to 0 vuhba_flags - vendor-unique flags, unused now max_target - maximal supported target ID (7 for 8-bit bus, 15 for 16-bit bus, 127 for Fibre Channel) max_lun - maximal supported LUN ID (7 for older SCSI controllers, 63 for newer ones) async_flags - bitmask of installed Async handler, unused now hpath_id - highest Path ID in the subsystem, unused now unit_number - the controller unit number, cam_sim_unit(sim) bus_id - the bus number, cam_sim_bus(sim) initiator_id - the SCSI ID of the controller itself base_transfer_speed - nominal transfer speed in KB/s for asynchronous narrow transfers, equals to 3300 for SCSI sim_vid - SIM driver's vendor id, a zero-terminated string of maximal length SIM_IDLEN including the terminating zero hba_vid - SCSI controller's vendor id, a zero-terminated string of maximal length HBA_IDLEN including the terminating zero dev_name - device driver name, a zero-terminated string of maximal length DEV_IDLEN including the terminating zero, equal to cam_sim_name(sim) The recommended way of setting the string fields is using strncpy, like: strncpy(cpi->dev_name, cam_sim_name(sim), DEV_IDLEN); After setting the values set the status to CAM_REQ_CMP and mark the CCB as done. - + Polling static void xxx_poll struct cam_sim *sim The poll function is used to simulate the interrupts when the interrupt subsystem is not functioning (for example, when the system has crashed and is creating the system dump). The CAM subsystem sets the proper interrupt level before calling the poll routine. So all it needs to do is to call the interrupt routine (or the other way around, the poll routine may be doing the real action and the interrupt routine would just call the poll routine). Why bother about a separate function then? Because of different calling conventions. The xxx_poll routine gets the struct cam_sim pointer as its argument when the PCI interrupt routine by common convention gets pointer to the struct xxx_softc and the ISA interrupt routine gets just the device unit number. So the poll routine would normally look as: static void xxx_poll(struct cam_sim *sim) { xxx_intr((struct xxx_softc *)cam_sim_softc(sim)); /* for PCI device */ } or static void xxx_poll(struct cam_sim *sim) { xxx_intr(cam_sim_unit(sim)); /* for ISA device */ } - + Asynchronous Events If an asynchronous event callback has been set up then the callback function should be defined. static void ahc_async(void *callback_arg, u_int32_t code, struct cam_path *path, void *arg) callback_arg - the value supplied when registering the callback code - identifies the type of event path - identifies the devices to which the event applies arg - event-specific argument Implementation for a single type of event, AC_LOST_DEVICE, looks like: struct xxx_softc *softc; struct cam_sim *sim; int targ; struct ccb_trans_settings neg; sim = (struct cam_sim *)callback_arg; softc = (struct xxx_softc *)cam_sim_softc(sim); switch (code) { case AC_LOST_DEVICE: targ = xpt_path_target_id(path); if(targ <= OUR_MAX_SUPPORTED_TARGET) { clean_negotiations(softc, targ); /* send indication to CAM */ neg.bus_width = 8; neg.sync_period = neg.sync_offset = 0; neg.valid = (CCB_TRANS_BUS_WIDTH_VALID | CCB_TRANS_SYNC_RATE_VALID | CCB_TRANS_SYNC_OFFSET_VALID); xpt_async(AC_TRANSFER_NEG, path, &neg); } break; default: break; } - + Interrupts The exact type of the interrupt routine depends on the type of the peripheral bus (PCI, ISA and so on) to which the SCSI controller is connected. The interrupt routines of the SIM drivers run at the interrupt level splcam. So splcam() should be used in the driver to synchronize activity between the interrupt routine and the rest of the driver (for a multiprocessor-aware driver things get yet more interesting but we ignore this case here). The pseudo-code in this document happily ignores the problems of synchronization. The real code must not ignore them. A simple-minded approach is to set splcam() on the entry to the other routines and reset it on return thus protecting them by one big critical section. To make sure that the interrupt level will be always restored a wrapper function can be defined, like: static void xxx_action(struct cam_sim *sim, union ccb *ccb) { int s; s = splcam(); xxx_action1(sim, ccb); splx(s); } static void xxx_action1(struct cam_sim *sim, union ccb *ccb) { ... process the request ... } This approach is simple and robust but the problem with it is that interrupts may get blocked for a relatively long time and this would negatively affect the system's performance. On the other hand the functions of the spl() family have rather high overhead, so vast amount of tiny critical sections may not be good either. The conditions handled by the interrupt routine and the details depend very much on the hardware. We consider the set of typical conditions. First, we check if a SCSI reset was encountered on the bus (probably caused by another SCSI controller on the same SCSI bus). If so we drop all the enqueued and disconnected requests, report the events and re-initialize our SCSI controller. It is important that during this initialization the controller will not issue another reset or else two controllers on the same SCSI bus could ping-pong resets forever. The case of fatal controller error/hang could be handled in the same place, but it will probably need also sending RESET signal to the SCSI bus to reset the status of the connections with the SCSI devices. int fatal=0; struct ccb_trans_settings neg; struct cam_path *path; if( detected_scsi_reset(softc) || (fatal = detected_fatal_controller_error(softc)) ) { int targ, lun; struct xxx_hcb *h, *hh; /* drop all enqueued CCBs */ for(h = softc->first_queued_hcb; h != NULL; h = hh) { hh = h->next; free_hcb_and_ccb_done(h, h->ccb, CAM_SCSI_BUS_RESET); } /* the clean values of negotiations to report */ neg.bus_width = 8; neg.sync_period = neg.sync_offset = 0; neg.valid = (CCB_TRANS_BUS_WIDTH_VALID | CCB_TRANS_SYNC_RATE_VALID | CCB_TRANS_SYNC_OFFSET_VALID); /* drop all disconnected CCBs and clean negotiations */ for(targ=0; targ <= OUR_MAX_SUPPORTED_TARGET; targ++) { clean_negotiations(softc, targ); /* report the event if possible */ if(xpt_create_path(&path, /*periph*/NULL, cam_sim_path(sim), targ, CAM_LUN_WILDCARD) == CAM_REQ_CMP) { xpt_async(AC_TRANSFER_NEG, path, &neg); xpt_free_path(path); } for(lun=0; lun <= OUR_MAX_SUPPORTED_LUN; lun++) for(h = softc->first_discon_hcb[targ][lun]; h != NULL; h = hh) { hh=h->next; if(fatal) free_hcb_and_ccb_done(h, h->ccb, CAM_UNREC_HBA_ERROR); else free_hcb_and_ccb_done(h, h->ccb, CAM_SCSI_BUS_RESET); } } /* report the event */ xpt_async(AC_BUS_RESET, softc->wpath, NULL); /* re-initialization may take a lot of time, in such case * its completion should be signaled by another interrupt or * checked on timeout - but for simplicity we assume here that * it's really fast */ if(!fatal) { reinitialize_controller_without_scsi_reset(softc); } else { reinitialize_controller_with_scsi_reset(softc); } schedule_next_hcb(softc); return; } If interrupt is not caused by a controller-wide condition then probably something has happened to the current hardware control block. Depending on the hardware there may be other non-HCB-related events, we just do not consider them here. Then we analyze what happened to this HCB: struct xxx_hcb *hcb, *h, *hh; int hcb_status, scsi_status; int ccb_status; int targ; int lun_to_freeze; hcb = get_current_hcb(softc); if(hcb == NULL) { /* either stray interrupt or something went very wrong * or this is something hardware-dependent */ handle as necessary; return; } targ = hcb->target; hcb_status = get_status_of_current_hcb(softc); First we check if the HCB has completed and if so we check the returned SCSI status. if(hcb_status == COMPLETED) { scsi_status = get_completion_status(hcb); Then look if this status is related to the REQUEST SENSE command and if so handle it in a simple way. if(hcb->flags & DOING_AUTOSENSE) { if(scsi_status == GOOD) { /* autosense was successful */ hcb->ccb->ccb_h.status |= CAM_AUTOSNS_VALID; free_hcb_and_ccb_done(hcb, hcb->ccb, CAM_SCSI_STATUS_ERROR); } else { autosense_failed: free_hcb_and_ccb_done(hcb, hcb->ccb, CAM_AUTOSENSE_FAIL); } schedule_next_hcb(softc); return; } Else the command itself has completed, pay more attention to details. If auto-sense is not disabled for this CCB and the command has failed with sense data then run REQUEST SENSE command to receive that data. hcb->ccb->csio.scsi_status = scsi_status; calculate_residue(hcb); if( (hcb->ccb->ccb_h.flags & CAM_DIS_AUTOSENSE)==0 && ( scsi_status == CHECK_CONDITION || scsi_status == COMMAND_TERMINATED) ) { /* start auto-SENSE */ hcb->flags |= DOING_AUTOSENSE; setup_autosense_command_in_hcb(hcb); restart_current_hcb(softc); return; } if(scsi_status == GOOD) free_hcb_and_ccb_done(hcb, hcb->ccb, CAM_REQ_CMP); else free_hcb_and_ccb_done(hcb, hcb->ccb, CAM_SCSI_STATUS_ERROR); schedule_next_hcb(softc); return; } One typical thing would be negotiation events: negotiation messages received from a SCSI target (in answer to our negotiation attempt or by target's initiative) or the target is unable to negotiate (rejects our negotiation messages or does not answer them). switch(hcb_status) { case TARGET_REJECTED_WIDE_NEG: /* revert to 8-bit bus */ softc->current_bus_width[targ] = softc->goal_bus_width[targ] = 8; /* report the event */ neg.bus_width = 8; neg.valid = CCB_TRANS_BUS_WIDTH_VALID; xpt_async(AC_TRANSFER_NEG, hcb->ccb.ccb_h.path_id, &neg); continue_current_hcb(softc); return; case TARGET_ANSWERED_WIDE_NEG: { int wd; wd = get_target_bus_width_request(softc); if(wd <= softc->goal_bus_width[targ]) { /* answer is acceptable */ softc->current_bus_width[targ] = softc->goal_bus_width[targ] = neg.bus_width = wd; /* report the event */ neg.valid = CCB_TRANS_BUS_WIDTH_VALID; xpt_async(AC_TRANSFER_NEG, hcb->ccb.ccb_h.path_id, &neg); } else { prepare_reject_message(hcb); } } continue_current_hcb(softc); return; case TARGET_REQUESTED_WIDE_NEG: { int wd; wd = get_target_bus_width_request(softc); wd = min (wd, OUR_BUS_WIDTH); wd = min (wd, softc->user_bus_width[targ]); if(wd != softc->current_bus_width[targ]) { /* the bus width has changed */ softc->current_bus_width[targ] = softc->goal_bus_width[targ] = neg.bus_width = wd; /* report the event */ neg.valid = CCB_TRANS_BUS_WIDTH_VALID; xpt_async(AC_TRANSFER_NEG, hcb->ccb.ccb_h.path_id, &neg); } prepare_width_nego_rsponse(hcb, wd); } continue_current_hcb(softc); return; } Then we handle any errors that could have happened during auto-sense in the same simple-minded way as before. Otherwise we look closer at the details again. if(hcb->flags & DOING_AUTOSENSE) goto autosense_failed; switch(hcb_status) { The next event we consider is unexpected disconnect. Which is considered normal after an ABORT or BUS DEVICE RESET message and abnormal in other cases. case UNEXPECTED_DISCONNECT: if(requested_abort(hcb)) { /* abort affects all commands on that target+LUN, so * mark all disconnected HCBs on that target+LUN as aborted too */ for(h = softc->first_discon_hcb[hcb->target][hcb->lun]; h != NULL; h = hh) { hh=h->next; free_hcb_and_ccb_done(h, h->ccb, CAM_REQ_ABORTED); } ccb_status = CAM_REQ_ABORTED; } else if(requested_bus_device_reset(hcb)) { int lun; /* reset affects all commands on that target, so * mark all disconnected HCBs on that target+LUN as reset */ for(lun=0; lun <= OUR_MAX_SUPPORTED_LUN; lun++) for(h = softc->first_discon_hcb[hcb->target][lun]; h != NULL; h = hh) { hh=h->next; free_hcb_and_ccb_done(h, h->ccb, CAM_SCSI_BUS_RESET); } /* send event */ xpt_async(AC_SENT_BDR, hcb->ccb->ccb_h.path_id, NULL); /* this was the CAM_RESET_DEV request itself, it's completed */ ccb_status = CAM_REQ_CMP; } else { calculate_residue(hcb); ccb_status = CAM_UNEXP_BUSFREE; /* request the further code to freeze the queue */ hcb->ccb->ccb_h.status |= CAM_DEV_QFRZN; lun_to_freeze = hcb->lun; } break; If the target refuses to accept tags we notify CAM about that and return back all commands for this LUN: case TAGS_REJECTED: /* report the event */ neg.flags = 0 & ~CCB_TRANS_TAG_ENB; neg.valid = CCB_TRANS_TQ_VALID; xpt_async(AC_TRANSFER_NEG, hcb->ccb.ccb_h.path_id, &neg); ccb_status = CAM_MSG_REJECT_REC; /* request the further code to freeze the queue */ hcb->ccb->ccb_h.status |= CAM_DEV_QFRZN; lun_to_freeze = hcb->lun; break; Then we check a number of other conditions, with processing basically limited to setting the CCB status: case SELECTION_TIMEOUT: ccb_status = CAM_SEL_TIMEOUT; /* request the further code to freeze the queue */ hcb->ccb->ccb_h.status |= CAM_DEV_QFRZN; lun_to_freeze = CAM_LUN_WILDCARD; break; case PARITY_ERROR: ccb_status = CAM_UNCOR_PARITY; break; case DATA_OVERRUN: case ODD_WIDE_TRANSFER: ccb_status = CAM_DATA_RUN_ERR; break; default: /* all other errors are handled in a generic way */ ccb_status = CAM_REQ_CMP_ERR; /* request the further code to freeze the queue */ hcb->ccb->ccb_h.status |= CAM_DEV_QFRZN; lun_to_freeze = CAM_LUN_WILDCARD; break; } Then we check if the error was serious enough to freeze the input queue until it gets proceeded and do so if it is: if(hcb->ccb->ccb_h.status & CAM_DEV_QFRZN) { /* freeze the queue */ xpt_freeze_devq(ccb->ccb_h.path, /*count*/1); /* re-queue all commands for this target/LUN back to CAM */ for(h = softc->first_queued_hcb; h != NULL; h = hh) { hh = h->next; if(targ == h->targ && (lun_to_freeze == CAM_LUN_WILDCARD || lun_to_freeze == h->lun) ) free_hcb_and_ccb_done(h, h->ccb, CAM_REQUEUE_REQ); } } free_hcb_and_ccb_done(hcb, hcb->ccb, ccb_status); schedule_next_hcb(softc); return; This concludes the generic interrupt handling although specific controllers may require some additions. - + Errors Summary When executing an I/O request many things may go wrong. The reason of error can be reported in the CCB status with great detail. Examples of use are spread throughout this document. For completeness here is the summary of recommended responses for the typical error conditions: CAM_RESRC_UNAVAIL - some resource is temporarily unavailable and the SIM driver cannot generate an event when it will become available. An example of this resource would be some intra-controller hardware resource for which the controller does not generate an interrupt when it becomes available. CAM_UNCOR_PARITY - unrecovered parity error occurred CAM_DATA_RUN_ERR - data overrun or unexpected data phase (going in other direction than specified in CAM_DIR_MASK) or odd transfer length for wide transfer CAM_SEL_TIMEOUT - selection timeout occurred (target does not respond) CAM_CMD_TIMEOUT - command timeout occurred (the timeout function ran) CAM_SCSI_STATUS_ERROR - the device returned error CAM_AUTOSENSE_FAIL - the device returned error and the REQUEST SENSE COMMAND failed CAM_MSG_REJECT_REC - MESSAGE REJECT message was received CAM_SCSI_BUS_RESET - received SCSI bus reset CAM_REQ_CMP_ERR - impossible SCSI phase occurred or something else as weird or just a generic error if further detail is not available CAM_UNEXP_BUSFREE - unexpected disconnect occurred CAM_BDR_SENT - BUS DEVICE RESET message was sent to the target CAM_UNREC_HBA_ERROR - unrecoverable Host Bus Adapter Error CAM_REQ_TOO_BIG - the request was too large for this controller CAM_REQUEUE_REQ - this request should be re-queued to preserve transaction ordering. This typically occurs when the SIM recognizes an error that should freeze the queue and must place other queued requests for the target at the sim level back into the XPT queue. Typical cases of such errors are selection timeouts, command timeouts and other like conditions. In such cases the troublesome command returns the status indicating the error, the and the other commands which have not be sent to the bus yet get re-queued. CAM_LUN_INVALID - the LUN ID in the request is not supported by the SCSI controller CAM_TID_INVALID - the target ID in the request is not supported by the SCSI controller - + Timeout Handling When the timeout for an HCB expires that request should be aborted, just like with an XPT_ABORT request. The only difference is that the returned status of aborted request should be CAM_CMD_TIMEOUT instead of CAM_REQ_ABORTED (that is why implementation of the abort better be done as a function). But there is one more possible problem: what if the abort request itself will get stuck? In this case the SCSI bus should be reset, just like with an XPT_RESET_BUS request (and the idea about implementing it as a function called from both places applies here too). Also we should reset the whole SCSI bus if a device reset request got stuck. So after all the timeout function would look like: static void xxx_timeout(void *arg) { struct xxx_hcb *hcb = (struct xxx_hcb *)arg; struct xxx_softc *softc; struct ccb_hdr *ccb_h; softc = hcb->softc; ccb_h = &hcb->ccb->ccb_h; if(hcb->flags & HCB_BEING_ABORTED || ccb_h->func_code == XPT_RESET_DEV) { xxx_reset_bus(softc); } else { xxx_abort_ccb(hcb->ccb, CAM_CMD_TIMEOUT); } } When we abort a request all the other disconnected requests to the same target/LUN get aborted too. So there appears a question, should we return them with status CAM_REQ_ABORTED or CAM_CMD_TIMEOUT? The current drivers use CAM_CMD_TIMEOUT. This seems logical because if one request got timed out then probably something really bad is happening to the device, so if they would not be disturbed they would time out by themselves. diff --git a/en_US.ISO8859-1/books/arch-handbook/sound/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/sound/chapter.sgml index 38f39f1e78..9ece7bbd03 100644 --- a/en_US.ISO8859-1/books/arch-handbook/sound/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/sound/chapter.sgml @@ -1,687 +1,687 @@ Jean-Francois Dockes Contributed by Sound subsystem - + Introduction The FreeBSD sound subsystem cleanly separates generic sound handling issues from device-specific ones. This makes it easier to add support for new hardware. The &man.pcm.4; framework is the central piece of the sound subsystem. It mainly implements the following elements: A system call interface (read, write, ioctls) to digitized sound and mixer functions. The ioctl command set is compatible with the legacy OSS or Voxware interface, allowing common multimedia applications to be ported without modification. Common code for processing sound data (format conversions, virtual channels). A uniform software interface to hardware-specific audio interface modules. Additional support for some common hardware interfaces (ac97), or shared hardware-specific code (ex: ISA DMA routines). The support for specific sound cards is implemented by hardware-specific drivers, which provide channel and mixer interfaces to plug into the generic pcm code. In this chapter, the term pcm will refer to the central, common part of the sound driver, as opposed to the hardware-specific modules. The prospective driver writer will of course want to start from an existing module and use the code as the ultimate reference. But, while the sound code is nice and clean, it is also mostly devoid of comments. This document tries to give an overview of the framework interface and answer some questions that may arise while adapting the existing code. As an alternative, or in addition to starting from a working example, you can find a commented driver template at http://people.freebsd.org/~cg/template.c - + Files All the relevant code currently (FreeBSD 4.4) lives in /usr/src/sys/dev/sound/, except for the public ioctl interface definitions, found in /usr/src/sys/sys/soundcard.h Under /usr/src/sys/dev/sound/, the pcm/ directory holds the central code, while the isa/ and pci/ directories have the drivers for ISA and PCI boards. Probing, attaching, etc. Sound drivers probe and attach in almost the same way as any hardware driver module. You might want to look at the ISA or PCI specific sections of the handbook for more information. However, sound drivers differ in some ways: They declare themselves as pcm class devices, with a struct snddev_info device private structure: static driver_t xxx_driver = { "pcm", xxx_methods, sizeof(struct snddev_info) }; DRIVER_MODULE(snd_xxxpci, pci, xxx_driver, pcm_devclass, 0, 0); MODULE_DEPEND(snd_xxxpci, snd_pcm, PCM_MINVER, PCM_PREFVER,PCM_MAXVER); Most sound drivers need to store additional private information about their device. A private data structure is usually allocated in the attach routine. Its address is passed to pcm by the calls to pcm_register() and mixer_init(). pcm later passes back this address as a parameter in calls to the sound driver interfaces. The sound driver attach routine should declare its MIXER or AC97 interface to pcm by calling mixer_init(). For a MIXER interface, this causes in turn a call to xxxmixer_init(). The sound driver attach routine declares its general CHANNEL configuration to pcm by calling pcm_register(dev, sc, nplay, nrec), where sc is the address for the device data structure, used in further calls from pcm, and nplay and nrec are the number of play and record channels. The sound driver attach routine declares each of its channel objects by calls to pcm_addchan(). This sets up the channel glue in pcm and causes in turn a call to xxxchannel_init(). The sound driver detach routine should call pcm_unregister() before releasing its resources. There are two possible methods to handle non-PnP devices: Use a device_identify() method (example: sound/isa/es1888.c). The device_identify() method probes for the hardware at known addresses and, if it finds a supported device, creates a new pcm device which is then passed to probe/attach. Use a custom kernel configuration with appropriate hints for pcm devices (example: sound/isa/mss.c). pcm drivers should implement device_suspend, device_resume and device_shutdown routines, so that power management and module unloading function correctly. - + Interfaces The interface between the pcm core and the sound drivers is defined in terms of kernel objects. There are two main interfaces that a sound driver will usually provide: CHANNEL and either MIXER or AC97. The AC97 interface is a very small hardware access (register read/write) interface, implemented by drivers for hardware with an AC97 codec. In this case, the actual MIXER interface is provided by the shared AC97 code in pcm. The CHANNEL interface Common notes for function parameters Sound drivers usually have a private data structure to describe their device, and one structure for each play and record data channel that it supports. For all CHANNEL interface functions, the first parameter is an opaque pointer. The second parameter is a pointer to the private channel data structure, except for channel_init() which has a pointer to the private device structure (and returns the channel pointer for further use by pcm). Overview of data transfer operations For sound data transfers, the pcm core and the sound drivers communicate through a shared memory area, described by a struct snd_dbuf. struct snd_dbuf is private to pcm, and sound drivers obtain values of interest by calls to accessor functions (sndbuf_getxxx()). The shared memory area has a size of sndbuf_getsize() and is divided into fixed size blocks of sndbuf_getblksz() bytes. When playing, the general transfer mechanism is as follows (reverse the idea for recording): pcm initially fills up the buffer, then calls the sound driver's xxxchannel_trigger() function with a parameter of PCMTRIG_START. The sound driver then arranges to repeatedly transfer the whole memory area (sndbuf_getbuf(), sndbuf_getsize()) to the device, in blocks of sndbuf_getblksz() bytes. It calls back the chn_intr() pcm function for each transferred block (this will typically happen at interrupt time). chn_intr() arranges to copy new data to the area that was transferred to the device (now free), and make appropriate updates to the snd_dbuf structure. channel_init xxxchannel_init() is called to initialize each of the play or record channels. The calls are initiated from the sound driver attach routine. (See the probe and attach section). static void * xxxchannel_init(kobj_t obj, void *data, struct snd_dbuf *b, struct pcm_channel *c, int dir) { struct xxx_info *sc = data; struct xxx_chinfo *ch; ... return ch; } b is the address for the channel struct snd_dbuf. It should be initialized in the function by calling sndbuf_alloc(). The buffer size to use is normally a small multiple of the 'typical' unit transfer size for your device. c is the pcm channel control structure pointer. This is an opaque object. The function should store it in the local channel structure, to be used in later calls to pcm (ie: chn_intr(c)). dir indicates the channel direction (PCMDIR_PLAY or PCMDIR_REC). The function should return a pointer to the private area used to control this channel. This will be passed as a parameter to other channel interface calls. channel_setformat xxxchannel_setformat() should set up the hardware for the specified channel for the specified sound format. static int xxxchannel_setformat(kobj_t obj, void *data, u_int32_t format) { struct xxx_chinfo *ch = data; ... return 0; } format is specified as an AFMT_XXX value (soundcard.h). channel_setspeed xxxchannel_setspeed() sets up the channel hardware for the specified sampling speed, and returns the possibly adjusted speed. static int xxxchannel_setspeed(kobj_t obj, void *data, u_int32_t speed) { struct xxx_chinfo *ch = data; ... return speed; } channel_setblocksize xxxchannel_setblocksize() sets the block size, which is the size of unit transactions between pcm and the sound driver, and between the sound driver and the device. Typically, this would be the number of bytes transferred before an interrupt occurs. During a transfer, the sound driver should call pcm's chn_intr() every time this size has been transferred. Most sound drivers only take note of the block size here, to be used when an actual transfer will be started. static int xxxchannel_setblocksize(kobj_t obj, void *data, u_int32_t blocksize) { struct xxx_chinfo *ch = data; ... return blocksize; } The function returns the possibly adjusted block size. In case the block size is indeed changed, sndbuf_resize() should be called to adjust the buffer. channel_trigger xxxchannel_trigger() is called by pcm to control data transfer operations in the driver. static int xxxchannel_trigger(kobj_t obj, void *data, int go) { struct xxx_chinfo *ch = data; ... return 0; } go defines the action for the current call. The possible values are: PCMTRIG_START: the driver should start a data transfer from or to the channel buffer. If needed, the buffer base and size can be retrieved through sndbuf_getbuf() and sndbuf_getsize(). PCMTRIG_EMLDMAWR / PCMTRIG_EMLDMARD: this tells the driver that the input or output buffer may have been updated. Most drivers just ignore these calls. PCMTRIG_STOP / PCMTRIG_ABORT: the driver should stop the current transfer. If the driver uses ISA DMA, sndbuf_isadma() should be called before performing actions on the device, and will take care of the DMA chip side of things. channel_getptr xxxchannel_getptr() returns the current offset in the transfer buffer. This will typically be called by chn_intr(), and this is how pcm knows where it can transfer new data. channel_free xxxchannel_free() is called to free up channel resources, for example when the driver is unloaded, and should be implemented if the channel data structures are dynamically allocated or if sndbuf_alloc() was not used for buffer allocation. channel_getcaps struct pcmchan_caps * xxxchannel_getcaps(kobj_t obj, void *data) { return &xxx_caps; } The routine returns a pointer to a (usually statically-defined) pcmchan_caps structure (defined in sound/pcm/channel.h. The structure holds the minimum and maximum sampling frequencies, and the accepted sound formats. Look at any sound driver for an example. More functions channel_reset(), channel_resetdone(), and channel_notify() are for special purposes and should not be implemented in a driver without discussing it with the authorities (&a.cg;). channel_setdir() is deprecated. The MIXER interface mixer_init xxxmixer_init() initializes the hardware and tells pcm what mixer devices are available for playing and recording static int xxxmixer_init(struct snd_mixer *m) { struct xxx_info *sc = mix_getdevinfo(m); u_int32_t v; [Initialize hardware] [Set appropriate bits in v for play mixers] mix_setdevs(m, v); [Set appropriate bits in v for record mixers] mix_setrecdevs(m, v) return 0; } Set bits in an integer value and call mix_setdevs() and mix_setrecdevs() to tell pcm what devices exist. Mixer bits definitions can be found in soundcard.h (SOUND_MASK_XXX values and SOUND_MIXER_XXX bit shifts). mixer_set xxxmixer_set() sets the volume level for one mixer device. static int xxxmixer_set(struct snd_mixer *m, unsigned dev, unsigned left, unsigned right) { struct sc_info *sc = mix_getdevinfo(m); [set volume level] return left | (right << 8); } The device is specified as a SOUND_MIXER_XXX value The volume values are specified in range [0-100]. A value of zero should mute the device. As the hardware levels probably won't match the input scale, and some rounding will occur, the routine returns the actual level values (in range 0-100) as shown. mixer_setrecsrc xxxmixer_setrecsrc() sets the recording source device. static int xxxmixer_setrecsrc(struct snd_mixer *m, u_int32_t src) { struct xxx_info *sc = mix_getdevinfo(m); [look for non zero bit(s) in src, set up hardware] [update src to reflect actual action] return src; } The desired recording devices are specified as a bit field The actual devices set for recording are returned. Some drivers can only set one device for recording. The function should return -1 if an error occurs. mixer_uninit, mixer_reinit xxxmixer_uninit() should ensure that all sound is muted and if possible mixer hardware should be powered down xxxmixer_reinit() should ensure that the mixer hardware is powered up and any settings not controlled by mixer_set() or mixer_setrecsrc() are restored. The AC97 interface The AC97 interface is implemented by drivers with an AC97 codec. It only has three methods: xxxac97_init() returns the number of ac97 codecs found. ac97_read() and ac97_write() read or write a specified register. The AC97 interface is used by the AC97 code in pcm to perform higher level operations. Look at sound/pci/maestro3.c or many others under sound/pci/ for an example. diff --git a/en_US.ISO8859-1/books/arch-handbook/sysinit/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/sysinit/chapter.sgml index 1b8a0b4cdb..083d21c8b4 100644 --- a/en_US.ISO8859-1/books/arch-handbook/sysinit/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/sysinit/chapter.sgml @@ -1,161 +1,161 @@ The Sysinit Framework Sysinit is the framework for a generic call sort and dispatch mechanism. FreeBSD currently uses it for the dynamic initialization of the kernel. Sysinit allows FreeBSD's kernel subsystems to be reordered, and added, removed, and replaced at kernel link time when the kernel or one of its modules is loaded without having to edit a statically ordered initialization routing and recompile the kernel. This system also allows kernel modules, currently called KLD's, to be separately compiled, linked, and initialized at boot time and loaded even later while the system is already running. This is accomplished using the kernel linker and linker sets. - + Terminology Linker Set A linker technique in which the linker gathers statically declared data throughout a program's source files into a single contiguously addressable unit of data. - + Sysinit Operation Sysinit relies on the ability of the linker to take static data declared at multiple locations throughout a program's source and group it together as a single contiguous chunk of data. This linker technique is called a linker set. Sysinit uses two linker sets to maintain two data sets containing each consumer's call order, function, and a pointer to the data to pass to that function. Sysinit uses two priorities when ordering the functions for execution. The first priority is a subsystem ID giving an overall order Sysinit's dispatch of functions. Current predeclared ID's are in <sys/kernel.h> in the enum list sysinit_sub_id. The second priority used is an element order within the subsystem. Current predeclared subsystem element orders are in <sys/kernel.h> in the enum list sysinit_elem_order. There are currently two uses for Sysinit. Function dispatch at system startup and kernel module loads, and function dispatch at system shutdown and kernel module unload. - + Using Sysinit Interface Headers <sys/kernel.h> Macros SYSINIT(uniquifier, subsystem, order, func, ident) SYSUNINIT(uniquifier, subsystem, order, func, ident) Startup The SYSINIT() macro creates the necessary sysinit data in Sysinit's startup data set for Sysinit to sort and dispatch a function at system startup and module load. SYSINIT() takes a uniquifier that Sysinit uses identify the particular function dispatch data, the subsystem order, the subsystem element order, the function to call, and the data to pass the function. All functions must take a constant pointer argument. For example: #include <sys/kernel.h> void foo_null(void *unused) { foo_doo(); } SYSINIT(foo_null, SI_SUB_FOO, SI_ORDER_FOO, NULL); struct foo foo_voodoo = { FOO_VOODOO; } void foo_arg(void *vdata) { struct foo *foo = (struct foo *)vdata; foo_data(foo); } SYSINIT(foo_arg, SI_SUB_FOO, SI_ORDER_FOO, foo_voodoo); Shutdown The SYSUNINIT() macro behaves similarly to the SYSINIT() macro except that it adds the Sysinit data to Sysinit's shutdown data set. For example: #include <sys/kernel.h> void foo_cleanup(void *unused) { foo_kill(); } SYSUNINIT(foo_cleanup, SI_SUB_FOO, SI_ORDER_FOO, NULL); struct foo_stack foo_stack = { FOO_STACK_VOODOO; } void foo_flush(void *vdata) { } SYSUNINIT(foo_flush, SI_SUB_FOO, SI_ORDER_FOO, foo_stack); diff --git a/en_US.ISO8859-1/books/arch-handbook/usb/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/usb/chapter.sgml index 3a483a1cf7..847666a67b 100644 --- a/en_US.ISO8859-1/books/arch-handbook/usb/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/usb/chapter.sgml @@ -1,623 +1,623 @@ USB Devices This chapter was written by &a.nhibma;. Modifications made for the handbook by &a.murray;. - + Introduction The Universal Serial Bus (USB) is a new way of attaching devices to personal computers. The bus architecture features two-way communication and has been developed as a response to devices becoming smarter and requiring more interaction with the host. USB support is included in all current PC chipsets and is therefore available in all recently built PCs. Apple's introduction of the USB-only iMac has been a major incentive for hardware manufacturers to produce USB versions of their devices. The future PC specifications specify that all legacy connectors on PCs should be replaced by one or more USB connectors, providing generic plug and play capabilities. Support for USB hardware was available at a very early stage in NetBSD and was developed by Lennart Augustsson for the NetBSD project. The code has been ported to FreeBSD and we are currently maintaining a shared code base. For the implementation of the USB subsystem a number of features of USB are important. Lennart Augustsson has done most of the implementation of the USB support for the NetBSD project. Many thanks for this incredible amount of work. Many thanks also to Ardy and Dirk for their comments and proofreading of this paper. Devices connect to ports on the computer directly or on devices called hubs, forming a treelike device structure. The devices can be connected and disconnected at run time. Devices can suspend themselves and trigger resumes of the host system As the devices can be powered from the bus, the host software has to keep track of power budgets for each hub. Different quality of service requirements by the different device types together with the maximum of 126 devices that can be connected to the same bus, require proper scheduling of transfers on the shared bus to take full advantage of the 12Mbps bandwidth available. (over 400Mbps with USB 2.0) Devices are intelligent and contain easily accessible information about themselves The development of drivers for the USB subsystem and devices connected to it is supported by the specifications that have been developed and will be developed. These specifications are publicly available from the USB home pages. Apple has been very strong in pushing for standards based drivers, by making drivers for the generic classes available in their operating system MacOS and discouraging the use of separate drivers for each new device. This chapter tries to collate essential information for a basic understanding of the present implementation of the USB stack in FreeBSD/NetBSD. It is recommended however to read it together with the relevant specifications mentioned in the references below. Structure of the USB Stack The USB support in FreeBSD can be split into three layers. The lowest layer contains the host controller driver, providing a generic interface to the hardware and its scheduling facilities. It supports initialisation of the hardware, scheduling of transfers and handling of completed and/or failed transfers. Each host controller driver implements a virtual hub providing hardware independent access to the registers controlling the root ports on the back of the machine. The middle layer handles the device connection and disconnection, basic initialisation of the device, driver selection, the communication channels (pipes) and does resource management. This services layer also controls the default pipes and the device requests transferred over them. The top layer contains the individual drivers supporting specific (classes of) devices. These drivers implement the protocol that is used over the pipes other than the default pipe. They also implement additional functionality to make the device available to other parts of the kernel or userland. They use the USB driver interface (USBDI) exposed by the services layer. Host Controllers The host controller (HC) controls the transmission of packets on the bus. Frames of 1 millisecond are used. At the start of each frame the host controller generates a Start of Frame (SOF) packet. The SOF packet is used to synchronise to the start of the frame and to keep track of the frame number. Within each frame packets are transferred, either from host to device (out) or from device to host (in). Transfers are always initiated by the host (polled transfers). Therefore there can only be one host per USB bus. Each transfer of a packet has a status stage in which the recipient of the data can return either ACK (acknowledge reception), NAK (retry), STALL (error condition) or nothing (garbled data stage, device not available or disconnected). Section 8.5 of the USB specification explains the details of packets in more detail. Four different types of transfers can occur on a USB bus: control, bulk, interrupt and isochronous. The types of transfers and their characteristics are described below (`Pipes' subsection). Large transfers between the device on the USB bus and the device driver are split up into multiple packets by the host controller or the HC driver. Device requests (control transfers) to the default endpoints are special. They consist of two or three phases: SETUP, DATA (optional) and STATUS. The set-up packet is sent to the device. If there is a data phase, the direction of the data packet(s) is given in the set-up packet. The direction in the status phase is the opposite of the direction during the data phase, or IN if there was no data phase. The host controller hardware also provides registers with the current status of the root ports and the changes that have occurred since the last reset of the status change register. Access to these registers is provided through a virtualised hub as suggested in the USB specification [ 2]. The virtual hub must comply with the hub device class given in chapter 11 of that specification. It must provide a default pipe through which device requests can be sent to it. It returns the standard andhub class specific set of descriptors. It should also provide an interrupt pipe that reports changes happening at its ports. There are currently two specifications for host controllers available: Universal Host Controller Interface (UHCI; Intel) and Open Host Controller Interface (OHCI; Compaq, Microsoft, National Semiconductor). The UHCI specification has been designed to reduce hardware complexity by requiring the host controller driver to supply a complete schedule of the transfers for each frame. OHCI type controllers are much more independent by providing a more abstract interface doing alot of work themselves. UHCI The UHCI host controller maintains a framelist with 1024 pointers to per frame data structures. It understands two different data types: transfer descriptors (TD) and queue heads (QH). Each TD represents a packet to be communicated to or from a device endpoint. QHs are a means to groupTDs (and QHs) together. Each transfer consists of one or more packets. The UHCI driver splits large transfers into multiple packets. For every transfer, apart from isochronous transfers, a QH is allocated. For every type of transfer these QHs are collected at a QH for that type. Isochronous transfers have to be executed first because of the fixed latency requirement and are directly referred to by the pointer in the framelist. The last isochronous TD refers to the QH for interrupt transfers for that frame. All QHs for interrupt transfers point at the QH for control transfers, which in turn points at the QH for bulk transfers. The following diagram gives a graphical overview of this: This results in the following schedule being run in each frame. After fetching the pointer for the current frame from the framelist the controller first executes the TDs for all the isochronous packets in that frame. The last of these TDs refers to the QH for the interrupt transfers for thatframe. The host controller will then descend from that QH to the QHs for the individual interrupt transfers. After finishing that queue, the QH for the interrupt transfers will refer the controller to the QH for all control transfers. It will execute all the subqueues scheduled there, followed by all the transfers queued at the bulk QH. To facilitate the handling of finished or failed transfers different types of interrupts are generated by the hardware at the end of each frame. In the last TD for a transfer the Interrupt-On Completion bit is set by the HC driver to flag an interrupt when the transfer has completed. An error interrupt is flagged if a TD reaches its maximum error count. If the short packet detect bit is set in a TD and less than the set packet length is transferred this interrupt is flagged to notify the controller driver of the completed transfer. It is the host controller driver's task to find out which transfer has completed or produced an error. When called the interrupt service routine will locate all the finished transfers and call their callbacks. See for a more elaborate description the UHCI specification. OHCI Programming an OHCI host controller is much simpler. The controller assumes that a set of endpoints is available, and is aware of scheduling priorities and the ordering of the types of transfers in a frame. The main data structure used by the host controller is the endpoint descriptor (ED) to which aqueue of transfer descriptors (TDs) is attached. The ED contains the maximum packet size allowed for an endpoint and the controller hardware does the splitting into packets. The pointers to the data buffers are updated after each transfer and when the start and end pointer are equal, the TD is retired to the done-queue. The four types of endpoints have their own queues. Control and bulk endpoints are queued each at their own queue. Interrupt EDs are queued in a tree, with the level in the tree defining the frequency at which they run. framelist interruptisochronous control bulk The schedule being run by the host controller in each frame looks as follows. The controller will first run the non-periodic control and bulk queues, up to a time limit set by the HC driver. Then the interrupt transfers for that frame number are run, by using the lower five bits of the frame number as an index into level 0 of the tree of interrupts EDs. At the end of this tree the isochronous EDs are connected and these are traversed subsequently. The isochronous TDs contain the frame number of the first frame the transfer should be run in. After all the periodic transfers have been run, the control and bulk queues are traversed again. Periodically the interrupt service routine is called to process the done queue and call the callbacks for each transfer and reschedule interrupt and isochronous endpoints. See for a more elaborate description the OHCI specification. Services layer The middle layer provides access to the device in a controlled way and maintains resources in use by the different drivers and the services layer. The layer takes care of the following aspects: The device configuration information The pipes to communicate with a device Probing and attaching and detaching form a device. USB Device Information Device configuration information Each device provides different levels of configuration information. Each device has one or more configurations, of which one is selected during probe/attach. A configuration provides power and bandwidth requirements. Within each configuration there can be multiple interfaces. A device interface is a collection of endpoints. For example USB speakers can have an interface for the audio data (Audio Class) and an interface for the knobs, dials and buttons (HID Class). All interfaces in a configuration are active at the same time and can be attached to by different drivers. Each interface can have alternates, providing different quality of service parameters. In for example cameras this is used to provide different frame sizes and numbers of frames per second. Within each interface 0 or more endpoints can be specified. Endpoints are the unidirectional access points for communicating with a device. They provide buffers to temporarily store incoming or outgoing data from the device. Each endpoint has a unique address within a configuration, the endpoint's number plus its direction. The default endpoint, endpoint 0, is not part of any interface and available in all configurations. It is managed by the services layer and not directly available to device drivers. Level 0 Level 1 Level 2 Slot 0 Slot 3 Slot 2 Slot 1 (Only 4 out of 32 slots shown) This hierarchical configuration information is described in the device by a standard set of descriptors (see section 9.6 of the USB specification [ 2]). They can be requested through the Get Descriptor Request. The services layer caches these descriptors to avoid unnecessary transfers on the USB bus. Access to the descriptors is provided through function calls. Device descriptors: General information about the device, like Vendor, Product and Revision Id, supported device class, subclass and protocol if applicable, maximum packet size for the default endpoint, etc. Configuration descriptors: The number of interfaces in this configuration, suspend and resume functionality supported and power requirements. Interface descriptors: interface class, subclass and protocol if applicable, number of alternate settings for the interface and the number of endpoints. Endpoint descriptors: Endpoint address, direction and type, maximum packet size supported and polling frequency if type is interrupt endpoint. There is no descriptor for the default endpoint (endpoint 0) and it is never counted in an interface descriptor. String descriptors: In the other descriptors string indices are supplied for some fields.These can be used to retrieve descriptive strings, possibly in multiple languages. Class specifications can add their own descriptor types that are available through the GetDescriptor Request. Pipes Communication to end points on a device flows through so-called pipes. Drivers submit transfers to endpoints to a pipe and provide a callback to be called on completion or failure of the transfer (asynchronous transfers) or wait for completion (synchronous transfer). Transfers to an endpoint are serialised in the pipe. A transfer can either complete, fail or time-out (if a time-out has been set). There are two types of time-outs for transfers. Time-outs can happen due to time-out on the USBbus (milliseconds). These time-outs are seen as failures and can be due to disconnection of the device. A second form of time-out is implemented in software and is triggered when a transfer does not complete within a specified amount of time (seconds). These are caused by a device acknowledging negatively (NAK) the transferred packets. The cause for this is the device not being ready to receive data, buffer under- or overrun or protocol errors. If a transfer over a pipe is larger than the maximum packet size specified in the associated endpoint descriptor, the host controller (OHCI) or the HC driver (UHCI) will split the transfer into packets of maximum packet size, with the last packet possibly smaller than the maximum packet size. Sometimes it is not a problem for a device to return less data than requested. For example abulk-in-transfer to a modem might request 200 bytes of data, but the modem has only 5 bytes available at that time. The driver can set the short packet (SPD) flag. It allows the host controller to accept a packet even if the amount of data transferred is less than requested. This flag is only valid for in-transfers, as the amount of data to be sent to a device is always known beforehand. If an unrecoverable error occurs in a device during a transfer the pipe is stalled. Before any more data is accepted or sent the driver needs to resolve the cause of the stall and clear the endpoint stall condition through send the clear endpoint halt device request over the default pipe. The default endpoint should never stall. There are four different types of endpoints and corresponding pipes: - Control pipe / default pipe: There is one control pipe per device, connected to the default endpoint (endpoint 0). The pipe carries the device requests and associated data. The difference between transfers over the default pipe and other pipes is that the protocol for the transfers is described in the USB specification [ 2]. These requests are used to reset and configure the device. A basic set of commands that must be supported by each device is provided in chapter 9 of the USB specification [ 2]. The commands supported on this pipe can be extended by a device class specification to support additional functionality. Bulk pipe: This is the USB equivalent to a raw transmission medium. Interrupt pipe: The host sends a request for data to the device and if the device has nothing to send, it will NAK the data packet. Interrupt transfers are scheduled at a frequency specified when creating the pipe. Isochronous pipe: These pipes are intended for isochronous data, for example video or audio streams, with fixed latency, but no guaranteed delivery. Some support for pipes of this type is available in the current implementation. Packets in control, bulk and interrupt transfers are retried if an error occurs during transmission or the device acknowledges the packet negatively (NAK) due to for example lack of buffer space to store the incoming data. Isochronous packets are however not retried in case of failed delivery or NAK of a packet as this might violate the timing constraints. The availability of the necessary bandwidth is calculated during the creation of the pipe. Transfers are scheduled within frames of 1 millisecond. The bandwidth allocation within a frame is prescribed by the USB specification, section 5.6 [ 2]. Isochronous and interrupt transfers are allowed to consume up to 90% of the bandwidth within a frame. Packets for control and bulk transfers are scheduled after all isochronous and interrupt packets and will consume all the remaining bandwidth. More information on scheduling of transfers and bandwidth reclamation can be found in chapter 5of the USB specification [ 2], section 1.3 of the UHCI specification [ 3] and section 3.4.2 of the OHCI specification [4]. Device probe and attach After the notification by the hub that a new device has been connected, the service layer switches on the port, providing the device with 100 mA of current. At this point the device is in its default state and listening to device address 0. The services layer will proceed to retrieve the various descriptors through the default pipe. After that it will send a Set Address request to move the device away from the default device address (address 0). Multiple device drivers might be able to support the device. For example a modem driver might be able to support an ISDN TA through the AT compatibility interface. A driver for that specific model of the ISDN adapter might however be able to provide much better support for this device. To support this flexibility, the probes return priorities indicating their level of support. Support for a specific revision of a product ranks the highest and the generic driver the lowest priority. It might also be that multiple drivers could attach to one device if there are multiple interfaces within one configuration. Each driver only needs to support a subset of the interfaces. The probing for a driver for a newly attached device checks first for device specific drivers. If not found, the probe code iterates over all supported configurations until a driver attaches in a configuration. To support devices with multiple drivers on different interfaces, the probe iterates over all interfaces in a configuration that have not yet been claimed by a driver. Configurations that exceed the power budget for the hub are ignored. During attach the driver should initialise the device to its proper state, but not reset it, as this will make the device disconnect itself from the bus and restart the probing process for it. To avoid consuming unnecessary bandwidth should not claim the interrupt pipe at attach time, but should postpone allocating the pipe until the file is opened and the data is actually used. When the file is closed the pipe should be closed again, even though the device might still be attached. Device disconnect and detach A device driver should expect to receive errors during any transaction with the device. The design of USB supports and encourages the disconnection of devices at any point in time. Drivers should make sure that they do the right thing when the device disappears. Furthermore a device that has been disconnected and reconnected will not be reattached at the same device instance. This might change in the future when more devices support serial numbers (see the device descriptor) or other means of defining an identity for a device have been developed. The disconnection of a device is signaled by a hub in the interrupt packet delivered to the hub driver. The status change information indicates which port has seen a connection change. The device detach method for all device drivers for the device connected on that port are called and the structures cleaned up. If the port status indicates that in the mean time a device has been connected to that port, the procedure for probing and attaching the device will be started. A device reset will produce a disconnect-connect sequence on the hub and will be handled as described above. USB Drivers Protocol Information The protocol used over pipes other than the default pipe is undefined by the USB specification. Information on this can be found from various sources. The most accurate source is the developer's section on the USB home pages [ 1]. From these pages a growing number of deviceclass specifications are available. These specifications specify what a compliant device should look like from a driver perspective, basic functionality it needs to provide and the protocol that is to be used over the communication channels. The USB specification [ 2] includes the description of the Hub Class. A class specification for Human Interface Devices (HID) has been created to cater for keyboards, tablets, bar-code readers, buttons, knobs, switches, etc. A third example is the class specification for mass storage devices. For a full list of device classes see the developers section on the USB home pages [ 1]. For many devices the protocol information has not yet been published however. Information on the protocol being used might be available from the company making the device. Some companies will require you to sign a Non -Disclosure Agreement (NDA) before giving you the specifications. This in most cases precludes making the driver open source. Another good source of information is the Linux driver sources, as a number of companies have started to provide drivers for Linux for their devices. It is always a good idea to contact the authors of those drivers for their source of information. Example: Human Interface Devices The specification for the Human Interface Devices like keyboards, mice, tablets, buttons, dials,etc. is referred to in other device class specifications and is used in many devices. For example audio speakers provide endpoints to the digital to analogue converters and possibly an extra pipe for a microphone. They also provide a HID endpoint in a separate interface for the buttons and dials on the front of the device. The same is true for the monitor control class. It is straightforward to build support for these interfaces through the available kernel and userland libraries together with the HID class driver or the generic driver. Another device that serves as an example for interfaces within one configuration driven by different device drivers is a cheap keyboard with built-in legacy mouse port. To avoid having the cost of including the hardware for a USB hub in the device, manufacturers combined the mouse data received from the PS/2 port on the back of the keyboard and the key presses from the keyboard into two separate interfaces in the same configuration. The mouse and keyboard drivers each attach to the appropriate interface and allocate the pipes to the two independent endpoints. Example: Firmware download Many devices that have been developed are based on a general purpose processor with an additional USB core added to it. Because the development of drivers and firmware for USB devices is still very new, many devices require the downloading of the firmware after they have been connected. The procedure followed is straightforward. The device identifies itself through a vendor and product Id. The first driver probes and attaches to it and downloads the firmware into it. After that the device soft resets itself and the driver is detached. After a short pause the device announces its presence on the bus. The device will have changed its vendor/product/revision Id to reflect the fact that it has been supplied with firmware and as a consequence a second driver will probe it and attach to it. An example of these types of devices is the ActiveWire I/O board, based on the EZ-USB chip. For this chip a generic firmware downloader is available. The firmware downloaded into the ActiveWire board changes the revision Id. It will then perform a soft reset of the USB part of the EZ-USB chip to disconnect from the USB bus and again reconnect. Example: Mass Storage Devices Support for mass storage devices is mainly built around existing protocols. The Iomega USB Zipdrive is based on the SCSI version of their drive. The SCSI commands and status messages are wrapped in blocks and transferred over the bulk pipes to and from the device, emulating a SCSI controller over the USB wire. ATAPI and UFI commands are supported in a similar fashion. The Mass Storage Specification supports 2 different types of wrapping of the command block.The initial attempt was based on sending the command and status through the default pipe and using bulk transfers for the data to be moved between the host and the device. Based on experience a second approach was designed that was based on wrapping the command and status blocks and sending them over the bulk out and in endpoint. The specification specifies exactly what has to happen when and what has to be done in case an error condition is encountered. The biggest challenge when writing drivers for these devices is to fit USB based protocol into the existing support for mass storage devices. CAM provides hooks to do this in a fairly straight forward way. ATAPI is less simple as historically the IDE interface has never had many different appearances. The support for the USB floppy from Y-E Data is again less straightforward as a new command set has been designed. diff --git a/en_US.ISO8859-1/books/arch-handbook/vm/chapter.sgml b/en_US.ISO8859-1/books/arch-handbook/vm/chapter.sgml index da0fc92672..2b78f50828 100644 --- a/en_US.ISO8859-1/books/arch-handbook/vm/chapter.sgml +++ b/en_US.ISO8859-1/books/arch-handbook/vm/chapter.sgml @@ -1,260 +1,260 @@ Matthew Dillon Contributed by Virtual Memory System - + Management of physical memory—<literal>vm_page_t</literal> Physical memory is managed on a page-by-page basis through the vm_page_t structure. Pages of physical memory are categorized through the placement of their respective vm_page_t structures on one of several paging queues. A page can be in a wired, active, inactive, cache, or free state. Except for the wired state, the page is typically placed in a doubly link list queue representing the state that it is in. Wired pages are not placed on any queue. FreeBSD implements a more involved paging queue for cached and free pages in order to implement page coloring. Each of these states involves multiple queues arranged according to the size of the processor's L1 and L2 caches. When a new page needs to be allocated, FreeBSD attempts to obtain one that is reasonably well aligned from the point of view of the L1 and L2 caches relative to the VM object the page is being allocated for. Additionally, a page may be held with a reference count or locked with a busy count. The VM system also implements an ultimate locked state for a page using the PG_BUSY bit in the page's flags. In general terms, each of the paging queues operates in a LRU fashion. A page is typically placed in a wired or active state initially. When wired, the page is usually associated with a page table somewhere. The VM system ages the page by scanning pages in a more active paging queue (LRU) in order to move them to a less-active paging queue. Pages that get moved into the cache are still associated with a VM object but are candidates for immediate reuse. Pages in the free queue are truly free. FreeBSD attempts to minimize the number of pages in the free queue, but a certain minimum number of truly free pages must be maintained in order to accommodate page allocation at interrupt time. If a process attempts to access a page that does not exist in its page table but does exist in one of the paging queues (such as the inactive or cache queues), a relatively inexpensive page reactivation fault occurs which causes the page to be reactivated. If the page does not exist in system memory at all, the process must block while the page is brought in from disk. FreeBSD dynamically tunes its paging queues and attempts to maintain reasonable ratios of pages in the various queues as well as attempts to maintain a reasonable breakdown of clean vs. dirty pages. The amount of rebalancing that occurs depends on the system's memory load. This rebalancing is implemented by the pageout daemon and involves laundering dirty pages (syncing them with their backing store), noticing when pages are activity referenced (resetting their position in the LRU queues or moving them between queues), migrating pages between queues when the queues are out of balance, and so forth. FreeBSD's VM system is willing to take a reasonable number of reactivation page faults to determine how active or how idle a page actually is. This leads to better decisions being made as to when to launder or swap-out a page. - + The unified buffer cache—<literal>vm_object_t</literal> FreeBSD implements the idea of a generic VM object. VM objects can be associated with backing store of various types—unbacked, swap-backed, physical device-backed, or file-backed storage. Since the filesystem uses the same VM objects to manage in-core data relating to files, the result is a unified buffer cache. VM objects can be shadowed. That is, they can be stacked on top of each other. For example, you might have a swap-backed VM object stacked on top of a file-backed VM object in order to implement a MAP_PRIVATE mmap()ing. This stacking is also used to implement various sharing properties, including copy-on-write, for forked address spaces. It should be noted that a vm_page_t can only be associated with one VM object at a time. The VM object shadowing implements the perceived sharing of the same page across multiple instances. - + Filesystem I/O—<literal>struct buf</literal> vnode-backed VM objects, such as file-backed objects, generally need to maintain their own clean/dirty info independent from the VM system's idea of clean/dirty. For example, when the VM system decides to synchronize a physical page to its backing store, the VM system needs to mark the page clean before the page is actually written to its backing store. Additionally, filesystems need to be able to map portions of a file or file metadata into KVM in order to operate on it. The entities used to manage this are known as filesystem buffers, struct buf's, or bp's. When a filesystem needs to operate on a portion of a VM object, it typically maps part of the object into a struct buf and the maps the pages in the struct buf into KVM. In the same manner, disk I/O is typically issued by mapping portions of objects into buffer structures and then issuing the I/O on the buffer structures. The underlying vm_page_t's are typically busied for the duration of the I/O. Filesystem buffers also have their own notion of being busy, which is useful to filesystem driver code which would rather operate on filesystem buffers instead of hard VM pages. FreeBSD reserves a limited amount of KVM to hold mappings from struct bufs, but it should be made clear that this KVM is used solely to hold mappings and does not limit the ability to cache data. Physical data caching is strictly a function of vm_page_t's, not filesystem buffers. However, since filesystem buffers are used to placehold I/O, they do inherently limit the amount of concurrent I/O possible. However, as there are usually a few thousand filesystem buffers available, this is not usually a problem. - + Mapping Page Tables—<literal>vm_map_t, vm_entry_t</literal> FreeBSD separates the physical page table topology from the VM system. All hard per-process page tables can be reconstructed on the fly and are usually considered throwaway. Special page tables such as those managing KVM are typically permanently preallocated. These page tables are not throwaway. FreeBSD associates portions of vm_objects with address ranges in virtual memory through vm_map_t and vm_entry_t structures. Page tables are directly synthesized from the vm_map_t/vm_entry_t/ vm_object_t hierarchy. Recall that I mentioned that physical pages are only directly associated with a vm_object; that is not quite true. vm_page_t's are also linked into page tables that they are actively associated with. One vm_page_t can be linked into several pmaps, as page tables are called. However, the hierarchical association holds, so all references to the same page in the same object reference the same vm_page_t and thus give us buffer cache unification across the board. - + KVM Memory Mapping FreeBSD uses KVM to hold various kernel structures. The single largest entity held in KVM is the filesystem buffer cache. That is, mappings relating to struct buf entities. Unlike Linux, FreeBSD does not map all of physical memory into KVM. This means that FreeBSD can handle memory configurations up to 4G on 32 bit platforms. In fact, if the mmu were capable of it, FreeBSD could theoretically handle memory configurations up to 8TB on a 32 bit platform. However, since most 32 bit platforms are only capable of mapping 4GB of ram, this is a moot point. KVM is managed through several mechanisms. The main mechanism used to manage KVM is the zone allocator. The zone allocator takes a chunk of KVM and splits it up into constant-sized blocks of memory in order to allocate a specific type of structure. You can use vmstat -m to get an overview of current KVM utilization broken down by zone. - + Tuning the FreeBSD VM system A concerted effort has been made to make the FreeBSD kernel dynamically tune itself. Typically you do not need to mess with anything beyond the and kernel config options. That is, kernel compilation options specified in (typically) /usr/src/sys/i386/conf/CONFIG_FILE. A description of all available kernel configuration options can be found in /usr/src/sys/i386/conf/LINT. In a large system configuration you may wish to increase . Values typically range from 10 to 128. Note that raising too high can cause the system to overflow available KVM resulting in unpredictable operation. It is better to leave at some reasonable number and add other options, such as , to increase specific resources. If your system is going to use the network heavily, you may want to increase . Typical values range from 1024 to 4096. The NBUF parameter is also traditionally used to scale the system. This parameter determines the amount of KVA the system can use to map filesystem buffers for I/O. Note that this parameter has nothing whatsoever to do with the unified buffer cache! This parameter is dynamically tuned in 3.0-CURRENT and later kernels and should generally not be adjusted manually. We recommend that you not try to specify an NBUF parameter. Let the system pick it. Too small a value can result in extremely inefficient filesystem operation while too large a value can starve the page queues by causing too many pages to become wired down. By default, FreeBSD kernels are not optimized. You can set debugging and optimization flags with the makeoptions directive in the kernel configuration. Note that you should not use unless you can accommodate the large (typically 7 MB+) kernels that result. makeoptions DEBUG="-g" makeoptions COPTFLAGS="-O -pipe" Sysctl provides a way to tune kernel parameters at run-time. You typically do not need to mess with any of the sysctl variables, especially the VM related ones. Run time VM and system tuning is relatively straightforward. First, use Soft Updates on your UFS/FFS filesystems whenever possible. /usr/src/sys/ufs/ffs/README.softupdates contains instructions (and restrictions) on how to configure it. Second, configure sufficient swap. You should have a swap partition configured on each physical disk, up to four, even on your work disks. You should have at least 2x the swap space as you have main memory, and possibly even more if you do not have a lot of memory. You should also size your swap partition based on the maximum memory configuration you ever intend to put on the machine so you do not have to repartition your disks later on. If you want to be able to accommodate a crash dump, your first swap partition must be at least as large as main memory and /var/crash must have sufficient free space to hold the dump. NFS-based swap is perfectly acceptable on 4.X or later systems, but you must be aware that the NFS server will take the brunt of the paging load. diff --git a/en_US.ISO8859-1/books/developers-handbook/boot/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/boot/chapter.sgml index 4fbb435473..66e0b8e8aa 100644 --- a/en_US.ISO8859-1/books/developers-handbook/boot/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/boot/chapter.sgml @@ -1,1023 +1,1023 @@ Sergey Lyubka Contributed by Bootstrapping and kernel initialization - + Synopsis This chapter is an overview of the boot and system initialization process, starting from the BIOS (firmware) POST, to the first user process creation. Since the initial steps of system startup are very architecture dependent, the IA-32 architecture is used as an example. - + Overview A computer running FreeBSD can boot by several methods, although the most common method, booting from a harddisk where the OS is installed, will be discussed here. The boot process is divided into several steps: BIOS POST boot0 stage boot2 stage loader stage kernel initialization The boot0 and boot2 stages are also referred to as bootstrap stages 1 and 2 in &man.boot.8; as the first steps in FreeBSD's 3-stage bootstrapping procedure. Various information is printed on the screen at each stage, so you may visually recognize them using the table that follows. Please note that the actual data may differ from machine to machine: may vary BIOS (firmware) messages F1 FreeBSD F2 BSD F5 Disk 2 boot0 >>FreeBSD/i386 BOOT Default: 1:ad(1,a)/boot/loader boot: boot2This prompt will appear if the user presses a key just after selecting an OS to boot at the boot0 stage. BTX loader 1.0 BTX version is 1.01 BIOS drive A: is disk0 BIOS drive C: is disk1 BIOS 639kB/64512kB available memory FreeBSD/i386 bootstrap loader, Revision 0.8 Console internal video/keyboard (jkh@bento.freebsd.org, Mon Nov 20 11:41:23 GMT 2000) /kernel text=0x1234 data=0x2345 syms=[0x4+0x3456] Hit [Enter] to boot immediately, or any other key for command prompt Booting [kernel] in 9 seconds..._ loader 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. FreeBSD 4.6-RC #0: Sat May 4 22:49:02 GMT 2002 devnull@kukas:/usr/obj/usr/src/sys/DEVNULL Timecounter "i8254" frequency 1193182 Hz kernel - + BIOS POST When the PC powers on, the processor's registers are set to some predefined values. One of the registers is the instruction pointer register, and its value after a power on is well defined: it is a 32-bit value of 0xffffff00. The instruction pointer register points to code to be executed by the processor. One of the registers is the cr1 32-bit control register, and its value just after the reboot is 0. One of the cr1's bits, the bit PE (Protected Enabled) indicates whether the processor is running in protected or real mode. Since at boot time this bit is cleared, the processor boots in real mode. Real mode means, among other things, that linear and physical addresses are identical. The value of 0xffffff00 is slightly less then 4Gb, so unless the machine has 4Gb physical memory, it cannot point to a valid memory address. The computer's hardware translates this address so that it points to a BIOS memory block. BIOS stands for Basic Input Output System, and it is a chip on the motherboard that has a relatively small amount of read-only memory (ROM). This memory contains various low-level routines that are specific to the hardware supplied with the motherboard. So, the processor will first jump to the address 0xffffff00, which really resides in the BIOS's memory. Usually this address contains a jump instruction to the BIOS's POST routines. POST stands for Power On Self Test. This is a set of routines including the memory check, system bus check and other low-level stuff so that the CPU can initialize the computer properly. The important step on this stage is determining the boot device. All modern BIOS's allow the boot device to be set manually, so you can boot from a floppy, CD-ROM, harddisk etc. The very last thing in the POST is the INT 0x19 instruction. That instruction reads 512 bytes from the first sector of boot device into the memory at address 0x7c00. The term first sector originates from harddrive architecture, where the magnetic plate is divided to a number of cylindrical tracks. Tracks are numbered, and every track is divided by a number (usually 64) sectors. Track number 0 is the outermost on the magnetic plate, and sector 1, the first sector (tracks, or, cylinders, are numbered starting from 0, but sectors - starting from 1), has a special meaning. It is also called Master Boot Record, or MBR. The remaining sectors on the first track are never used Some utilities such as &man.disklabel.8; may store the information in this area, mostly in the second sector.. - + <literal>boot0</literal> stage Take a look at the file /boot/boot0. This is a small 512-byte file, and it is exactly what FreeBSD's installation procedure wrote to your harddisk's MBR if you chose the bootmanager option at installation time. As mentioned previously, the INT 0x19 instruction loads an MBR, i.e. the boot0 content, into the memory at address 0x7c00. Taking a look at the file sys/boot/i386/boot0/boot0.s can give a guess at what is happening there - this is the boot manager, which is an awesome piece of code written by Robert Nordier. The MBR, or, boot0, has a special structure starting from offset 0x1be, called the partition table. It has 4 records of 16 bytes each, called partition records, which represent how the harddisk(s) are partitioned, or, in FreeBSD's terminology, sliced. One byte of those 16 says whether a partition (slice) is bootable or not. Exactly one record must have that flag set, otherwise boot0's code will refuse to proceed. A partition record has the following fields: the 1-byte filesystem type the 1-byte bootable flag the 6 byte descriptor in CHS format the 8 byte descriptor in LBA format A partition record descriptor has the information about where exactly the partition resides on the drive. Both descriptors, LBA and CHS, describe the same information, but in different ways: LBA (Logical Block Addressing) has the starting sector for the partition and the partition's length, while CHS (Cylinder Head Sector) has coordinates for the first and last sectors of the partition. The boot manager scans the partition table and prints the menu on the screen so the user can select what disk and what slice to boot. By pressing an appropriate key, boot0 performs the following actions: modifies the bootable flag for the selected partition to make it bootable, and clears the previous saves itself to disk to remember what partition (slice) has been selected so to use it as the default on the next boot loads the first sector of the selected partition (slice) into memory and jumps there What kind of data should reside on the very first sector of a bootable partition (slice), in our case, a FreeBSD slice? As you may have already guessed, it is boot2. - + <literal>boot2</literal> stage You might wonder, why boot2 comes after boot0, and not boot1. Actually, there is a 512-byte file called boot1 in the directory /boot as well. It is used for booting from a floppy. When booting from a floppy, boot1 plays the same role as boot0 for a harddisk: it locates boot2 and runs it. You may have realized that a file /boot/mbr exists as well. It is a simplified version of boot0. The code in mbr does not provide a menu for the user, it just blindly boots the partition marked active. The code implementing boot2 resides in sys/boot/i386/boot2/, and the executable itself is in /boot. The files boot0 and boot2 that are in /boot are not used by the bootstrap, but by utilities such as boot0cfg. The actual position for boot0 is in the MBR. For boot2 it is the beginning of a bootable FreeBSD slice. These locations are not under the filesystem's control, so they are invisible to commands like ls. The main task for boot2 is to load the file /boot/loader, which is the third stage in the bootstrapping procedure. The code in boot2 cannot use any services like open() and read(), since the kernel is not yet loaded. It must scan the harddisk, knowing about the filesystem structure, find the file /boot/loader, read it into memory using a BIOS service, and then pass the execution to the loader's entry point. Besides that, boot2 prompts for user input so the loader can be booted from different disk, unit, slice and partition. The boot2 binary is created in special way: sys/boot/i386/boot2/Makefile boot2: boot2.ldr boot2.bin ${BTX}/btx/btx btxld -v -E ${ORG2} -f bin -b ${BTX}/btx/btx -l boot2.ldr \ -o boot2.ld -P 1 boot2.bin This Makefile snippet shows that &man.btxld.8; is used to link the binary. BTX, which stands for BooT eXtender, is a piece of code that provides a protected mode environment for the program, called the client, that it is linked with. So boot2 is a BTX client, i.e. it uses the service provided by BTX. The btxld utility is the linker. It links two binaries together. The difference between &man.btxld.8; and &man.ld.1; is that ld usually links object files into a shared object or executable, while btxld links an object file with the BTX, producing the binary file suitable to be put on the beginning of the partition for the system boot. boot0 passes the execution to BTX's entry point. BTX then switches the processor to protected mode, and prepares a simple environment before calling the client. This includes: virtual v86 mode. That means, the BTX is a v86 monitor. Real mode instructions like posh, popf, cli, sti, if called by the client, will work. Interrupt Descriptor Table (IDT) is set up so all hardware interrupts are routed to the default BIOS's handlers, and interrupt 0x30 is set up to be the syscall gate. Two system calls: exec and exit, are defined: sys/boot/i386/btx/lib/btxsys.s: .set INT_SYS,0x30 # Interrupt number # # System call: exit # __exit: xorl %eax,%eax # BTX system int $INT_SYS # call 0x0 # # System call: exec # __exec: movl $0x1,%eax # BTX system int $INT_SYS # call 0x1 BTX creates a Global Descriptor Table (GDT): sys/boot/i386/btx/btx/btx.s: gdt: .word 0x0,0x0,0x0,0x0 # Null entry .word 0xffff,0x0,0x9a00,0xcf # SEL_SCODE .word 0xffff,0x0,0x9200,0xcf # SEL_SDATA .word 0xffff,0x0,0x9a00,0x0 # SEL_RCODE .word 0xffff,0x0,0x9200,0x0 # SEL_RDATA .word 0xffff,MEM_USR,0xfa00,0xcf# SEL_UCODE .word 0xffff,MEM_USR,0xf200,0xcf# SEL_UDATA .word _TSSLM,MEM_TSS,0x8900,0x0 # SEL_TSS The client's code and data start from address MEM_USR (0xa000), and a selector (SEL_UCODE) points to the client's code segment. The SEL_UCODE descriptor has Descriptor Privilege Level (DPL) 3, which is the lowest privilege level. But the INT 0x30 instruction handler resides in a segment pointed to by the SEL_SCODE (supervisor code) selector, as shown from the code that creates an IDT: mov $SEL_SCODE,%dh # Segment selector init.2: shr %bx # Handle this int? jnc init.3 # No mov %ax,(%di) # Set handler offset mov %dh,0x2(%di) # and selector mov %dl,0x5(%di) # Set P:DPL:type add $0x4,%ax # Next handler So, when the client calls __exec(), the code will be executed with the highest privileges. This allows the kernel to change the protected mode data structures, such as page tables, GDT, IDT, etc later, if needed. boot2 defines an important structure, struct bootinfo. This structure is initialized by boot2 and passed to the loader, and then further to the kernel. Some nodes of this structures are set by boot2, the rest by the loader. This structure, among other information, contains the kernel filename, BIOS harddisk geometry, BIOS drive number for boot device, physical memory available, envp pointer etc. The definition for it is: /usr/include/machine/bootinfo.h struct bootinfo { u_int32_t bi_version; u_int32_t bi_kernelname; /* represents a char * */ u_int32_t bi_nfs_diskless; /* struct nfs_diskless * */ /* End of fields that are always present. */ #define bi_endcommon bi_n_bios_used u_int32_t bi_n_bios_used; u_int32_t bi_bios_geom[N_BIOS_GEOM]; u_int32_t bi_size; u_int8_t bi_memsizes_valid; u_int8_t bi_bios_dev; /* bootdev BIOS unit number */ u_int8_t bi_pad[2]; u_int32_t bi_basemem; u_int32_t bi_extmem; u_int32_t bi_symtab; /* struct symtab * */ u_int32_t bi_esymtab; /* struct symtab * */ /* Items below only from advanced bootloader */ u_int32_t bi_kernend; /* end of kernel space */ u_int32_t bi_envp; /* environment */ u_int32_t bi_modulep; /* preloaded modules */ }; boot2 enters into an infinite loop waiting for user input, then calls load(). If the user does not press anything, the loop brakes by a timeout, so load() will load the default file (/boot/loader). Functions ino_t lookup(char *filename) and int xfsread(ino_t inode, void *buf, size_t nbyte) are used to read the content of a file into memory. /boot/loader is an ELF binary, but where the ELF header is prepended with a.out's struct exec structure. load() scans the loader's ELF header, loading the content of /boot/loader into memory, and passing the execution to the loader's entry: sys/boot/i386/boot2/boot2.c: __exec((caddr_t)addr, RB_BOOTINFO | (opts & RBX_MASK), MAKEBOOTDEV(dev_maj[dsk.type], 0, dsk.slice, dsk.unit, dsk.part), 0, 0, 0, VTOP(&bootinfo)); - + <application>loader</application> stage loader is a BTX client as well. I will not describe it here in detail, there is a comprehensive manpage written by Mike Smith, &man.loader.8;. The underlying mechanisms and BTX were discussed above. The main task for the loader is to boot the kernel. When the kernel is loaded into memory, it is being called by the loader: sys/boot/common/boot.c: /* Call the exec handler from the loader matching the kernel */ module_formats[km->m_loader]->l_exec(km); - + Kernel initialization To where exactly is the execution passed by the loader, i.e. what is the kernel's actual entry point. Let us take a look at the command that links the kernel: sys/conf/Makefile.i386: ld -elf -Bdynamic -T /usr/src/sys/conf/ldscript.i386 -export-dynamic \ -dynamic-linker /red/herring -o kernel -X locore.o \ <lots of kernel .o files> A few interesting things can be seen in this line. First, the kernel is an ELF dynamically linked binary, but the dynamic linker for kernel is /red/herring, which is definitely a bogus file. Second, taking a look at the file sys/conf/ldscript.i386 gives an idea about what ld options are used when compiling a kernel. Reading through the first few lines, the string sys/conf/ldscript.i386: ENTRY(btext) says that a kernel's entry point is the symbol `btext'. This symbol is defined in locore.s: sys/i386/i386/locore.s: .text /********************************************************************** * * This is where the bootblocks start us, set the ball rolling... * */ NON_GPROF_ENTRY(btext) First what is done is the register EFLAGS is set to a predefined value of 0x00000002, and then all the segment registers are initialized: sys/i386/i386/locore.s /* Don't trust what the BIOS gives for eflags. */ pushl $PSL_KERNEL popfl /* * Don't trust what the BIOS gives for %fs and %gs. Trust the bootstrap * to set %cs, %ds, %es and %ss. */ mov %ds, %ax mov %ax, %fs mov %ax, %gs btext calls the routines recover_bootinfo(), identify_cpu(), create_pagetables(), which are also defined in locore.s. Here is a description of what they do: recover_bootinfo This routine parses the parameters to the kernel passed from the bootstrap. The kernel may have been booted in 3 ways: by the loader, described above, by the old disk boot blocks, and by the old diskless boot procedure. This function determines the booting method, and stores the struct bootinfo structure into the kernel memory. identify_cpu This functions tries to find out what CPU it is running on, storing the value found in a variable _cpu. create_pagetables This function allocates and fills out a Page Table Directory at the top of the kernel memory area. The next steps are enabling VME, if the CPU supports it: testl $CPUID_VME, R(_cpu_feature) jz 1f movl %cr4, %eax orl $CR4_VME, %eax movl %eax, %cr4 Then, enabling paging: /* Now enable paging */ movl R(_IdlePTD), %eax movl %eax,%cr3 /* load ptd addr into mmu */ movl %cr0,%eax /* get control word */ orl $CR0_PE|CR0_PG,%eax /* enable paging */ movl %eax,%cr0 /* and let's page NOW! */ The next three lines of code are because the paging was set, so the jump is needed to continue the execution in virtualized address space: pushl $begin /* jump to high virtualized address */ ret /* now running relocated at KERNBASE where the system is linked to run */ begin: The function init386() is called, with a pointer to the first free physical page, after that mi_startup(). init386 is an architecture dependent initialization function, and mi_startup() is an architecture independent one (the 'mi_' prefix stands for Machine Independent). The kernel never returns from mi_startup(), and by calling it, the kernel finishes booting: sys/i386/i386/locore.s: movl physfree, %esi pushl %esi /* value of first for init386(first) */ call _init386 /* wire 386 chip for unix operation */ call _mi_startup /* autoconfiguration, mountroot etc */ hlt /* never returns to here */ <function>init386()</function> init386() is defined in sys/i386/i386/machdep.c and performs low-level initialization, specific to the i386 chip. The switch to protected mode was performed by the loader. The loader has created the very first task, in which the kernel continues to operate. Before running straight away to the code, I will enumerate the tasks the processor must complete to initialize protected mode execution: Initialize the kernel tunable parameters, passed from the bootstrapping program. Prepare the GDT. Prepare the IDT. Initialize the system console. Initialize the DDB, if it is compiled into kernel. Initialize the TSS. Prepare the LDT. Setup proc0's pcb. What init386() first does is initialize the tunable parameters passed from bootstrap. This is done by setting the environment pointer (envp) and calling init_param1(). The envp pointer has been passed from loader in the bootinfo structure: sys/i386/i386/machdep.c: kern_envp = (caddr_t)bootinfo.bi_envp + KERNBASE; /* Init basic tunables, hz etc */ init_param1(); init_param1() is defined in sys/kern/subr_param.c. That file has a number of sysctls, and two functions, init_param1() and init_param2(), that are called from init386(): sys/kern/subr_param.c hz = HZ; TUNABLE_INT_FETCH("kern.hz", &hz); TUNABLE_<typename>_FETCH is used to fetch the value from the environment: /usr/src/sys/sys/kernel.h #define TUNABLE_INT_FETCH(path, var) getenv_int((path), (var)) Sysctl kern.hz is the system clock tick. Along with this, the following sysctls are set by init_param1(): kern.maxswzone, kern.maxbcache, kern.maxtsiz, kern.dfldsiz, kern.dflssiz, kern.maxssiz, kern.sgrowsiz. Then init386() prepares the Global Descriptors Table (GDT). Every task on an x86 is running in its own virtual address space, and this space is addressed by a segment:offset pair. Say, for instance, the current instruction to be executed by the processor lies at CS:EIP, then the linear virtual address for that instruction would be the virtual address of code segment CS + EIP. For convenience, segments begin at virtual address 0 and end at a 4Gb boundary. Therefore, the instruction's linear virtual address for this example would just be the value of EIP. Segment registers such as CS, DS etc are the selectors, i.e. indexes, into GDT (to be more precise, an index is not a selector itself, but the INDEX field of a selector). FreeBSD's GDT holds descriptors for 15 selectors per CPU: sys/i386/i386/machdep.c: union descriptor gdt[NGDT * MAXCPU]; /* global descriptor table */ sys/i386/include/segments.h: /* * Entries in the Global Descriptor Table (GDT) */ #define GNULL_SEL 0 /* Null Descriptor */ #define GCODE_SEL 1 /* Kernel Code Descriptor */ #define GDATA_SEL 2 /* Kernel Data Descriptor */ #define GPRIV_SEL 3 /* SMP Per-Processor Private Data */ #define GPROC0_SEL 4 /* Task state process slot zero and up */ #define GLDT_SEL 5 /* LDT - eventually one per process */ #define GUSERLDT_SEL 6 /* User LDT */ #define GTGATE_SEL 7 /* Process task switch gate */ #define GBIOSLOWMEM_SEL 8 /* BIOS low memory access (must be entry 8) */ #define GPANIC_SEL 9 /* Task state to consider panic from */ #define GBIOSCODE32_SEL 10 /* BIOS interface (32bit Code) */ #define GBIOSCODE16_SEL 11 /* BIOS interface (16bit Code) */ #define GBIOSDATA_SEL 12 /* BIOS interface (Data) */ #define GBIOSUTIL_SEL 13 /* BIOS interface (Utility) */ #define GBIOSARGS_SEL 14 /* BIOS interface (Arguments) */ Note that those #defines are not selectors themselves, but just a field INDEX of a selector, so they are exactly the indices of the GDT. for example, an actual selector for the kernel code (GCODE_SEL) has the value 0x08. The next step is to initialize the Interrupt Descriptor Table (IDT). This table is to be referenced by the processor when a software or hardware interrupt occurs. For example, to make a system call, user application issues the INT 0x80 instruction. This is a software interrupt, so the processor's hardware looks up a record with index 0x80 in the IDT. This record points to the routine that handles this interrupt, in this particular case, this will be the kernel's syscall gate. The IDT may have a maximum of 256 (0x100) records. The kernel allocates NIDT records for the IDT, where NIDT is the maximum (256): sys/i386/i386/machdep.c: static struct gate_descriptor idt0[NIDT]; struct gate_descriptor *idt = &idt0[0]; /* interrupt descriptor table */ For each interrupt, an appropriate handler is set. The syscall gate for INT 0x80 is set as well: sys/i386/i386/machdep.c: setidt(0x80, &IDTVEC(int0x80_syscall), SDT_SYS386TGT, SEL_UPL, GSEL(GCODE_SEL, SEL_KPL)); So when a userland application issues the INT 0x80 instruction, control will transfer to the function _Xint0x80_syscall, which is in the kernel code segment and will be executed with supervisor privileges. Console and DDB are then initialized: sys/i386/i386/machdep.c: cninit(); /* skipped */ #ifdef DDB kdb_init(); if (boothowto & RB_KDB) Debugger("Boot flags requested debugger"); #endif The Task State Segment is another x86 protected mode structure, the TSS is used by the hardware to store task information when a task switch occurs. The Local Descriptors Table is used to reference userland code and data. Several selectors are defined to point to the LDT, they are the system call gates and the user code and data selectors: /usr/include/machine/segments.h #define LSYS5CALLS_SEL 0 /* forced by intel BCS */ #define LSYS5SIGR_SEL 1 #define L43BSDCALLS_SEL 2 /* notyet */ #define LUCODE_SEL 3 #define LSOL26CALLS_SEL 4 /* Solaris >= 2.6 system call gate */ #define LUDATA_SEL 5 /* separate stack, es,fs,gs sels ? */ /* #define LPOSIXCALLS_SEL 5*/ /* notyet */ #define LBSDICALLS_SEL 16 /* BSDI system call gate */ #define NLDT (LBSDICALLS_SEL + 1) Next, proc0's Process Control Block (struct pcb) structure is initialized. proc0 is a struct proc structure that describes a kernel process. It is always present while the kernel is running, therefore it is declared as global: sys/kern/kern_init.c: struct proc proc0; The structure struct pcb is a part of a proc structure. It is defined in /usr/include/machine/pcb.h and has a process's information specific to the i386 architecture, such as registers values. <function>mi_startup()</function> This function performs a bubble sort of all the system initialization objects and then calls the entry of each object one by one: sys/kern/init_main.c: for (sipp = sysinit; *sipp; sipp++) { /* ... skipped ... */ /* Call function */ (*((*sipp)->func))((*sipp)->udata); /* ... skipped ... */ } Although the sysinit framework is described in the Developers' Handbook, I will discuss the internals of it. Every system initialization object (sysinit object) is created by calling a SYSINIT() macro. Let us take as example an announce sysinit object. This object prints the copyright message: sys/kern/init_main.c: static void print_caddr_t(void *data __unused) { printf("%s", (char *)data); } SYSINIT(announce, SI_SUB_COPYRIGHT, SI_ORDER_FIRST, print_caddr_t, copyright) The subsystem ID for this object is SI_SUB_COPYRIGHT (0x0800001), which comes right after the SI_SUB_CONSOLE (0x0800000). So, the copyright message will be printed out first, just after the console initialization. Let us take a look at what exactly the macro SYSINIT() does. It expands to a C_SYSINIT() macro. The C_SYSINIT() macro then expands to a static struct sysinit structure declaration with another DATA_SET macro call: /usr/include/sys/kernel.h: #define C_SYSINIT(uniquifier, subsystem, order, func, ident) \ static struct sysinit uniquifier ## _sys_init = { \ subsystem, \ order, \ func, \ ident \ }; \ DATA_SET(sysinit_set,uniquifier ## _sys_init); #define SYSINIT(uniquifier, subsystem, order, func, ident) \ C_SYSINIT(uniquifier, subsystem, order, \ (sysinit_cfunc_t)(sysinit_nfunc_t)func, (void *)ident) The DATA_SET() macro expands to a MAKE_SET(), and that macro is the point where the all sysinit magic is hidden: /usr/include/linker_set.h #define MAKE_SET(set, sym) \ static void const * const __set_##set##_sym_##sym = &sym; \ __asm(".section .set." #set ",\"aw\""); \ __asm(".long " #sym); \ __asm(".previous") #endif #define TEXT_SET(set, sym) MAKE_SET(set, sym) #define DATA_SET(set, sym) MAKE_SET(set, sym) In our case, the following declaration will occur: static struct sysinit announce_sys_init = { SI_SUB_COPYRIGHT, SI_ORDER_FIRST, (sysinit_cfunc_t)(sysinit_nfunc_t) print_caddr_t, (void *) copyright }; static void const *const __set_sysinit_set_sym_announce_sys_init = &announce_sys_init; __asm(".section .set.sysinit_set" ",\"aw\""); __asm(".long " "announce_sys_init"); __asm(".previous"); The first __asm instruction will create an ELF section within the kernel's executable. This will happen at kernel link time. The section will have the name .set.sysinit_set. The content of this section is one 32-bit value, the address of announce_sys_init structure, and that is what the second __asm is. The third __asm instruction marks the end of a section. If a directive with the same section name occured before, the content, i.e. the 32-bit value, will be appended to the existing section, so forming an array of 32-bit pointers. Running objdump on a kernel binary, you may notice the presence of such small sections: &prompt.user; objdump -h /kernel 7 .set.cons_set 00000014 c03164c0 c03164c0 002154c0 2**2 CONTENTS, ALLOC, LOAD, DATA 8 .set.kbddriver_set 00000010 c03164d4 c03164d4 002154d4 2**2 CONTENTS, ALLOC, LOAD, DATA 9 .set.scrndr_set 00000024 c03164e4 c03164e4 002154e4 2**2 CONTENTS, ALLOC, LOAD, DATA 10 .set.scterm_set 0000000c c0316508 c0316508 00215508 2**2 CONTENTS, ALLOC, LOAD, DATA 11 .set.sysctl_set 0000097c c0316514 c0316514 00215514 2**2 CONTENTS, ALLOC, LOAD, DATA 12 .set.sysinit_set 00000664 c0316e90 c0316e90 00215e90 2**2 CONTENTS, ALLOC, LOAD, DATA This screen dump shows that the size of .set.sysinit_set section is 0x664 bytes, so 0x664/sizeof(void *) sysinit objects are compiled into the kernel. The other sections such as .set.sysctl_set represent other linker sets. By defining a variable of type struct linker_set the content of .set.sysinit_set section will be collected into that variable: sys/kern/init_main.c: extern struct linker_set sysinit_set; /* XXX */ The struct linker_set is defined as follows: /usr/include/linker_set.h: struct linker_set { int ls_length; void *ls_items[1]; /* really ls_length of them, trailing NULL */ }; The first node will be equal to the number of a sysinit objects, and the second node will be a NULL-terminated array of pointers to them. Returning to the mi_startup() discussion, it is must be clear now, how the sysinit objects are being organized. The mi_startup() function sorts them and calls each. The very last object is the system scheduler: /usr/include/sys/kernel.h: enum sysinit_sub_id { SI_SUB_DUMMY = 0x0000000, /* not executed; for linker*/ SI_SUB_DONE = 0x0000001, /* processed*/ SI_SUB_CONSOLE = 0x0800000, /* console*/ SI_SUB_COPYRIGHT = 0x0800001, /* first use of console*/ ... SI_SUB_RUN_SCHEDULER = 0xfffffff /* scheduler: no return*/ }; The system scheduler sysinit object is defined in the file sys/vm/vm_glue.c, and the entry point for that object is scheduler(). That function is actually an infinite loop, and it represents a process with PID 0, the swapper process. The proc0 structure, mentioned before, is used to describe it. The first user process, called init, is created by the sysinit object init: sys/kern/init_main.c: static void create_init(const void *udata __unused) { int error; int s; s = splhigh(); error = fork1(&proc0, RFFDG | RFPROC, &initproc); if (error) panic("cannot fork init: %d\n", error); initproc->p_flag |= P_INMEM | P_SYSTEM; cpu_set_fork_handler(initproc, start_init, NULL); remrunqueue(initproc); splx(s); } SYSINIT(init,SI_SUB_CREATE_INIT, SI_ORDER_FIRST, create_init, NULL) The create_init() allocates a new process by calling fork1(), but does not mark it runnable. When this new process is scheduled for execution by the scheduler, the start_init() will be called. That function is defined in init_main.c. It tries to load and exec the init binary, probing /sbin/init first, then /sbin/oinit, /sbin/init.bak, and finally /stand/sysinstall: sys/kern/init_main.c: static char init_path[MAXPATHLEN] = #ifdef INIT_PATH __XSTRING(INIT_PATH); #else "/sbin/init:/sbin/oinit:/sbin/init.bak:/stand/sysinstall"; #endif diff --git a/en_US.ISO8859-1/books/developers-handbook/driverbasics/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/driverbasics/chapter.sgml index e47a3772fd..61a425b8bd 100644 --- a/en_US.ISO8859-1/books/developers-handbook/driverbasics/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/driverbasics/chapter.sgml @@ -1,392 +1,392 @@ Writing FreeBSD Device Drivers This chapter was written by &a.murray; with selections from a variety of sources including the intro(4) manual page by &a.joerg;. - + Introduction This chapter provides a brief introduction to writing device drivers for FreeBSD. A device in this context is a term used mostly for hardware-related stuff that belongs to the system, like disks, printers, or a graphics display with its keyboard. A device driver is the software component of the operating system that controls a specific device. There are also so-called pseudo-devices where a device driver emulates the behavior of a device in software without any particular underlying hardware. Device drivers can be compiled into the system statically or loaded on demand through the dynamic kernel linker facility `kld'. Most devices in a Unix-like operating system are accessed through device-nodes, sometimes also called special files. These files are usually located under the directory /dev in the filesystem hierarchy. In releases of FreeBSD older than 5.0-RELEASE, where &man.devfs.5; support is not integrated into FreeBSD, each device node must be created statically and independent of the existence of the associated device driver. Most device nodes on the system are created by running MAKEDEV. Device drivers can roughly be broken down into two categories; character and network device drivers. - + Dynamic Kernel Linker Facility - KLD The kld interface allows system administrators to dynamically add and remove functionality from a running system. This allows device driver writers to load their new changes into a running kernel without constantly rebooting to test changes. The kld interface is used through the following privileged commands: kldload - loads a new kernel module kldunload - unloads a kernel module kldstat - lists the currently loaded modules Skeleton Layout of a kernel module /* * KLD Skeleton * Inspired by Andrew Reiter's Daemonnews article */ #include <sys/types.h> #include <sys/module.h> #include <sys/systm.h> /* uprintf */ #include <sys/errno.h> #include <sys/param.h> /* defines used in kernel.h */ #include <sys/kernel.h> /* types used in module initialization */ /* * Load handler that deals with the loading and unloading of a KLD. */ static int skel_loader(struct module *m, int what, void *arg) { int err = 0; switch (what) { case MOD_LOAD: /* kldload */ uprintf("Skeleton KLD loaded.\n"); break; case MOD_UNLOAD: uprintf("Skeleton KLD unloaded.\n"); break; default: err = EINVAL; break; } return(err); } /* Declare this module to the rest of the kernel */ static moduledata_t skel_mod = { "skel", skel_loader, NULL }; DECLARE_MODULE(skeleton, skel_mod, SI_SUB_KLD, SI_ORDER_ANY); Makefile FreeBSD provides a makefile include that you can use to quickly compile your kernel addition. SRCS=skeleton.c KMOD=skeleton .include <bsd.kmod.mk> Simply running make with this makefile will create a file skeleton.ko that can be loaded into your system by typing: &prompt.root; kldload -v ./skeleton.ko - + Accessing a device driver Unix provides a common set of system calls for user applications to use. The upper layers of the kernel dispatch these calls to the corresponding device driver when a user accesses a device node. The /dev/MAKEDEV script makes most of the device nodes for your system but if you are doing your own driver development it may be necessary to create your own device nodes with mknod. Creating static device nodes The mknod command requires four arguments to create a device node. You must specify the name of the device node, the type of device, the major number of the device, and the minor number of the device. Dynamic device nodes The device filesystem, or devfs, provides access to the kernel's device namespace in the global filesystem namespace. This eliminates the problems of potentially having a device driver without a static device node, or a device node without an installed device driver. Devfs is still a work in progress, but it is already working quite nicely. - + Character Devices A character device driver is one that transfers data directly to and from a user process. This is the most common type of device driver and there are plenty of simple examples in the source tree. This simple example pseudo-device remembers whatever values you write to it and can then supply them back to you when you read from it. /* * Simple `echo' pseudo-device KLD * * Murray Stokely */ #define MIN(a,b) (((a) < (b)) ? (a) : (b)) #include <sys/types.h> #include <sys/module.h> #include <sys/systm.h> /* uprintf */ #include <sys/errno.h> #include <sys/param.h> /* defines used in kernel.h */ #include <sys/kernel.h> /* types used in module initialization */ #include <sys/conf.h> /* cdevsw struct */ #include <sys/uio.h> /* uio struct */ #include <sys/malloc.h> #define BUFFERSIZE 256 /* Function prototypes */ d_open_t echo_open; d_close_t echo_close; d_read_t echo_read; d_write_t echo_write; /* Character device entry points */ static struct cdevsw echo_cdevsw = { echo_open, echo_close, echo_read, echo_write, noioctl, nopoll, nommap, nostrategy, "echo", 33, /* reserved for lkms - /usr/src/sys/conf/majors */ nodump, nopsize, D_TTY, -1 }; typedef struct s_echo { char msg[BUFFERSIZE]; int len; } t_echo; /* vars */ static dev_t sdev; static int len; static int count; static t_echo *echomsg; MALLOC_DECLARE(M_ECHOBUF); MALLOC_DEFINE(M_ECHOBUF, "echobuffer", "buffer for echo module"); /* * This function acts is called by the kld[un]load(2) system calls to * determine what actions to take when a module is loaded or unloaded. */ static int echo_loader(struct module *m, int what, void *arg) { int err = 0; switch (what) { case MOD_LOAD: /* kldload */ sdev = make_dev(&echo_cdevsw, 0, UID_ROOT, GID_WHEEL, 0600, "echo"); /* kmalloc memory for use by this driver */ /* malloc(256,M_ECHOBUF,M_WAITOK); */ MALLOC(echomsg, t_echo *, sizeof(t_echo), M_ECHOBUF, M_WAITOK); printf("Echo device loaded.\n"); break; case MOD_UNLOAD: destroy_dev(sdev); FREE(echomsg,M_ECHOBUF); printf("Echo device unloaded.\n"); break; default: err = EINVAL; break; } return(err); } int echo_open(dev_t dev, int oflags, int devtype, struct proc *p) { int err = 0; uprintf("Opened device \"echo\" successfully.\n"); return(err); } int echo_close(dev_t dev, int fflag, int devtype, struct proc *p) { uprintf("Closing device \"echo.\"\n"); return(0); } /* * The read function just takes the buf that was saved via * echo_write() and returns it to userland for accessing. * uio(9) */ int echo_read(dev_t dev, struct uio *uio, int ioflag) { int err = 0; int amt; /* How big is this read operation? Either as big as the user wants, or as big as the remaining data */ amt = MIN(uio->uio_resid, (echomsg->len - uio->uio_offset > 0) ? echomsg->len - uio->uio_offset : 0); if ((err = uiomove(echomsg->msg + uio->uio_offset,amt,uio)) != 0) { uprintf("uiomove failed!\n"); } return err; } /* * echo_write takes in a character string and saves it * to buf for later accessing. */ int echo_write(dev_t dev, struct uio *uio, int ioflag) { int err = 0; /* Copy the string in from user memory to kernel memory */ err = copyin(uio->uio_iov->iov_base, echomsg->msg, MIN(uio->uio_iov->iov_len,BUFFERSIZE)); /* Now we need to null terminate */ *(echomsg->msg + MIN(uio->uio_iov->iov_len,BUFFERSIZE)) = 0; /* Record the length */ echomsg->len = MIN(uio->uio_iov->iov_len,BUFFERSIZE); if (err != 0) { uprintf("Write failed: bad address!\n"); } count++; return(err); } DEV_MODULE(echo,echo_loader,NULL); To install this driver you will first need to make a node on your filesystem with a command such as: &prompt.root; mknod /dev/echo c 33 0 With this driver loaded you should now be able to type something like: &prompt.root; echo -n "Test Data" > /dev/echo &prompt.root; cat /dev/echo Test Data Real hardware devices in the next chapter.. Additional Resources Dynamic Kernel Linker (KLD) Facility Programming Tutorial - Daemonnews October 2000 How to Write Kernel Drivers with NEWBUS - Daemonnews July 2000 - + Network Drivers Drivers for network devices do not use device nodes in order to be accessed. Their selection is based on other decisions made inside the kernel and instead of calling open(), use of a network device is generally introduced by using the system call socket(2). man ifnet(), loopback device, Bill Paul's drivers, etc.. diff --git a/en_US.ISO8859-1/books/developers-handbook/introduction/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/introduction/chapter.sgml index 7bbb28eb9c..9e18e6eeb0 100644 --- a/en_US.ISO8859-1/books/developers-handbook/introduction/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/introduction/chapter.sgml @@ -1,226 +1,226 @@ Murray Stokely This chapter was written by Jeroen Ruigrok van der Werven Introduction - + Developing on FreeBSD So here we are. System all installed and you are ready to start programming. But where to start? What does FreeBSD provide? What can it do for me, as a programmer? These are some questions which this chapter tries to answer. Of course, programming has different levels of proficiency like any other trade. For some it is a hobby, for others it is their profession. The information in this chapter might be more aimed towards the beginning programmer, but may also serve to be useful for the programmer taking her first steps on the FreeBSD platform. - + The BSD Vision To produce the best UNIX-like operating system package possible, with due respect to the original software tools ideology as well as usability, performance and stability. - + Architectural Guidelines Our ideology can be described by the following guidelines Do not add new functionality unless an implementor cannot complete a real application without it. It is as important to decide what a system is not as to decide what it is. Do not serve all the world's needs; rather, make the system extensible so that additional needs can be met in an upwardly compatible fashion. The only thing worse than generalizing from one example is generalizing from no examples at all. If a problem is not completely understood, it is probably best to provide no solution at all. If you can get 90 percent of the desired effect for 10 percent of the work, use the simpler solution. Isolate complexity as much as possible. Provide mechanism, rather than policy. In particular, place user interface policy in the client's hands. From Scheifler & Gettys: "X Window System" - + The Layout of <filename class="directory">/usr/src</filename> The complete source code to FreeBSD is available from our public CVS repository. The source code is normally installed in /usr/src which contains the following subdirectories: Directory Description bin/ Source for files in /bin contrib/ Source for files from contributed software. crypto/ Cryptographical sources etc/ Source for files in /etc games/ Source for files in /usr/games gnu/ Utilities covered by the GNU Public License include/ Source for files in /usr/include kerberosIV/ Source for Kerberos version IV kerberos5/ Source for Kerberos version 5 lib/ Source for files in /usr/lib libexec/ Source for files in /usr/libexec release/ Files required to produce a FreeBSD release sbin/ Source for files in /sbin secure/ FreeSec sources share/ Source for files in /usr/share sys/ Kernel source files tools/ Tools used for maintenance and testing of FreeBSD usr.bin/ Source for files in /usr/bin usr.sbin/ Source for files in /usr/sbin diff --git a/en_US.ISO8859-1/books/developers-handbook/isa/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/isa/chapter.sgml index 1f51a1a70c..3c4b99338b 100644 --- a/en_US.ISO8859-1/books/developers-handbook/isa/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/isa/chapter.sgml @@ -1,2483 +1,2483 @@ ISA device drivers This chapter was written by &a.babkin; Modifications for the handbook made by &a.murray;, &a.wylie;, and &a.logo;. - + Synopsis This chapter introduces the issues relevant to writing a driver for an ISA device. The pseudo-code presented here is rather detailed and reminiscent of the real code but is still only pseudo-code. It avoids the details irrelevant to the subject of the discussion. The real-life examples can be found in the source code of real drivers. In particular the drivers ep and aha are good sources of information. - + Basic information A typical ISA driver would need the following include files: #include <sys/module.h> #include <sys/bus.h> #include <machine/bus.h> #include <machine/resource.h> #include <sys/rman.h> #include <isa/isavar.h> #include <isa/pnpvar.h> They describe the things specific to the ISA and generic bus subsystem. The bus subsystem is implemented in an object-oriented fashion, its main structures are accessed by associated method functions. The list of bus methods implemented by an ISA driver is like one for any other bus. For a hypothetical driver named xxx they would be: static void xxx_isa_identify (driver_t *, device_t); Normally used for bus drivers, not device drivers. But for ISA devices this method may have special use: if the device provides some device-specific (non-PnP) way to auto-detect devices this routine may implement it. static int xxx_isa_probe (device_t dev); Probe for a device at a known (or PnP) location. This routine can also accommodate device-specific auto-detection of parameters for partially configured devices. static int xxx_isa_attach (device_t dev); Attach and initialize device. static int xxx_isa_detach (device_t dev); Detach device before unloading the driver module. static int xxx_isa_shutdown (device_t dev); Execute shutdown of the device before system shutdown. static int xxx_isa_suspend (device_t dev); Suspend the device before the system goes to the power-save state. May also abort transition to the power-save state. static int xxx_isa_resume (device_t dev); Resume the device activity after return from power-save state. xxx_isa_probe() and xxx_isa_attach() are mandatory, the rest of the routines are optional, depending on the device's needs. The driver is linked to the system with the following set of descriptions. /* table of supported bus methods */ static device_method_t xxx_isa_methods[] = { /* list all the bus method functions supported by the driver */ /* omit the unsupported methods */ DEVMETHOD(device_identify, xxx_isa_identify), DEVMETHOD(device_probe, xxx_isa_probe), DEVMETHOD(device_attach, xxx_isa_attach), DEVMETHOD(device_detach, xxx_isa_detach), DEVMETHOD(device_shutdown, xxx_isa_shutdown), DEVMETHOD(device_suspend, xxx_isa_suspend), DEVMETHOD(device_resume, xxx_isa_resume), { 0, 0 } }; static driver_t xxx_isa_driver = { "xxx", xxx_isa_methods, sizeof(struct xxx_softc), }; static devclass_t xxx_devclass; DRIVER_MODULE(xxx, isa, xxx_isa_driver, xxx_devclass, load_function, load_argument); Here struct xxx_softc is a device-specific structure that contains private driver data and descriptors for the driver's resources. The bus code automatically allocates one softc descriptor per device as needed. If the driver is implemented as a loadable module then load_function() is called to do driver-specific initialization or clean-up when the driver is loaded or unloaded and load_argument is passed as one of its arguments. If the driver does not support dynamic loading (in other words it must always be linked into kernel) then these values should be set to 0 and the last definition would look like: DRIVER_MODULE(xxx, isa, xxx_isa_driver, xxx_devclass, 0, 0); If the driver is for a device which supports PnP then a table of supported PnP IDs must be defined. The table consists of a list of PnP IDs supported by this driver and human-readable descriptions of the hardware types and models having these IDs. It looks like: static struct isa_pnp_id xxx_pnp_ids[] = { /* a line for each supported PnP ID */ { 0x12345678, "Our device model 1234A" }, { 0x12345679, "Our device model 1234B" }, { 0, NULL }, /* end of table */ }; If the driver does not support PnP devices it still needs an empty PnP ID table, like: static struct isa_pnp_id xxx_pnp_ids[] = { { 0, NULL }, /* end of table */ }; - + Device_t pointer Device_t is the pointer type for the device structure. Here we consider only the methods interesting from the device driver writer's standpoint. The methods to manipulate values in the device structure are: device_t device_get_parent(dev) Get the parent bus of a device. driver_t device_get_driver(dev) Get pointer to its driver structure. char *device_get_name(dev) Get the driver name, such as "xxx" for our example. int device_get_unit(dev) Get the unit number (units are numbered from 0 for the devices associated with each driver). char *device_get_nameunit(dev) Get the device name including the unit number, such as xxx0, xxx1 and so on. char *device_get_desc(dev) Get the device description. Normally it describes the exact model of device in human-readable form. device_set_desc(dev, desc) Set the description. This makes the device description point to the string desc which may not be deallocated or changed after that. device_set_desc_copy(dev, desc) Set the description. The description is copied into an internal dynamically allocated buffer, so the string desc may be changed afterwards without adverse effects. void *device_get_softc(dev) Get pointer to the device descriptor (struct xxx_softc) associated with this device. u_int32_t device_get_flags(dev) Get the flags specified for the device in the configuration file. A convenience function device_printf(dev, fmt, ...) may be used to print the messages from the device driver. It automatically prepends the unitname and colon to the message. The device_t methods are implemented in the file kern/bus_subr.c. - + Configuration file and the order of identifying and probing during auto-configuration The ISA devices are described in the kernel configuration file like: device xxx0 at isa? port 0x300 irq 10 drq 5 iomem 0xd0000 flags 0x1 sensitive The values of port, IRQ and so on are converted to the resource values associated with the device. They are optional, depending on the device's needs and abilities for auto-configuration. For example, some devices do not need DRQ at all and some allow the driver to read the IRQ setting from the device configuration ports. If a machine has multiple ISA buses the exact bus may be specified in the configuration line, like isa0 or isa1, otherwise the device would be searched for on all the ISA buses. sensitive is a resource requesting that this device must be probed before all non-sensitive devices. It is supported but does not seem to be used in any current driver. For legacy ISA devices in many cases the drivers are still able to detect the configuration parameters. But each device to be configured in the system must have a config line. If two devices of some type are installed in the system but there is only one configuration line for the corresponding driver, ie: device xxx0 at isa? then only one device will be configured. But for the devices supporting automatic identification by the means of Plug-n-Play or some proprietary protocol one configuration line is enough to configure all the devices in the system, like the one above or just simply: device xxx at isa? If a driver supports both auto-identified and legacy devices and both kinds are installed at once in one machine then it is enough to describe in the config file the legacy devices only. The auto-identified devices will be added automatically. When an ISA bus is auto-configured the events happen as follows: All the drivers' identify routines (including the PnP identify routine which identifies all the PnP devices) are called in random order. As they identify the devices they add them to the list on the ISA bus. Normally the drivers' identify routines associate their drivers with the new devices. The PnP identify routine does not know about the other drivers yet so it does not associate any with the new devices it adds. The PnP devices are put to sleep using the PnP protocol to prevent them from being probed as legacy devices. The probe routines of non-PnP devices marked as sensitive are called. If probe for a device went successfully, the attach routine is called for it. The probe and attach routines of all non-PNP devices are called likewise. The PnP devices are brought back from the sleep state and assigned the resources they request: I/O and memory address ranges, IRQs and DRQs, all of them not conflicting with the attached legacy devices. Then for each PnP device the probe routines of all the present ISA drivers are called. The first one that claims the device gets attached. It is possible that multiple drivers would claim the device with different priority; in this case, the highest-priority driver wins. The probe routines must call ISA_PNP_PROBE() to compare the actual PnP ID with the list of the IDs supported by the driver and if the ID is not in the table return failure. That means that absolutely every driver, even the ones not supporting any PnP devices must call ISA_PNP_PROBE(), at least with an empty PnP ID table to return failure on unknown PnP devices. The probe routine returns a positive value (the error code) on error, zero or negative value on success. The negative return values are used when a PnP device supports multiple interfaces. For example, an older compatibility interface and a newer advanced interface which are supported by different drivers. Then both drivers would detect the device. The driver which returns a higher value in the probe routine takes precedence (in other words, the driver returning 0 has highest precedence, returning -1 is next, returning -2 is after it and so on). In result the devices which support only the old interface will be handled by the old driver (which should return -1 from the probe routine) while the devices supporting the new interface as well will be handled by the new driver (which should return 0 from the probe routine). If multiple drivers return the same value then the one called first wins. So if a driver returns value 0 it may be sure that it won the priority arbitration. The device-specific identify routines can also assign not a driver but a class of drivers to the device. Then all the drivers in the class are probed for this device, like the case with PnP. This feature is not implemented in any existing driver and is not considered further in this document. Because the PnP devices are disabled when probing the legacy devices they will not be attached twice (once as legacy and once as PnP). But in case of device-dependent identify routines it is the responsibility of the driver to make sure that the same device will not be attached by the driver twice: once as legacy user-configured and once as auto-identified. Another practical consequence for the auto-identified devices (both PnP and device-specific) is that the flags can not be passed to them from the kernel configuration file. So they must either not use the flags at all or use the flags from the device unit 0 for all the auto-identified devices or use the sysctl interface instead of flags. Other unusual configurations may be accommodated by accessing the configuration resources directly with functions of families resource_query_*() and resource_*_value(). Their implementations are located in kern/subr_bus.c. The old IDE disk driver i386/isa/wd.c contains examples of such use. But the standard means of configuration must always be preferred. Leave parsing the configuration resources to the bus configuration code. - + Resources The information that a user enters into the kernel configuration file is processed and passed to the kernel as configuration resources. This information is parsed by the bus configuration code and transformed into a value of structure device_t and the bus resources associated with it. The drivers may access the configuration resources directly using functions resource_* for more complex cases of configuration. However, generally this is neither needed nor recommended, so this issue is not discussed further here. The bus resources are associated with each device. They are identified by type and number within the type. For the ISA bus the following types are defined: SYS_RES_IRQ - interrupt number SYS_RES_DRQ - ISA DMA channel number SYS_RES_MEMORY - range of device memory mapped into the system memory space SYS_RES_IOPORT - range of device I/O registers The enumeration within types starts from 0, so if a device has two memory regions it would have resources of type SYS_RES_MEMORY numbered 0 and 1. The resource type has nothing to do with the C language type, all the resource values have the C language type unsigned long and must be cast as necessary. The resource numbers do not have to be contiguous, although for ISA they normally would be. The permitted resource numbers for ISA devices are: IRQ: 0-1 DRQ: 0-1 MEMORY: 0-3 IOPORT: 0-7 All the resources are represented as ranges, with a start value and count. For IRQ and DRQ resources the count would normally be equal to 1. The values for memory refer to the physical addresses. Three types of activities can be performed on resources: set/get allocate/release activate/deactivate Setting sets the range used by the resource. Allocation reserves the requested range that no other driver would be able to reserve it (and checking that no other driver reserved this range already). Activation makes the resource accessible to the driver by doing whatever is necessary for that (for example, for memory it would be mapping into the kernel virtual address space). The functions to manipulate resources are: int bus_set_resource(device_t dev, int type, int rid, u_long start, u_long count) Set a range for a resource. Returns 0 if successful, error code otherwise. Normally, this function will return an error only if one of type, rid, start or count has a value that falls out of the permitted range. dev - driver's device type - type of resource, SYS_RES_* rid - resource number (ID) within type start, count - resource range int bus_get_resource(device_t dev, int type, int rid, u_long *startp, u_long *countp) Get the range of resource. Returns 0 if successful, error code if the resource is not defined yet. u_long bus_get_resource_start(device_t dev, int type, int rid) u_long bus_get_resource_count (device_t dev, int type, int rid) Convenience functions to get only the start or count. Return 0 in case of error, so if the resource start has 0 among the legitimate values it would be impossible to tell if the value is 0 or an error occurred. Luckily, no ISA resources for add-on drivers may have a start value equal to 0. void bus_delete_resource(device_t dev, int type, int rid) Delete a resource, make it undefined. struct resource * bus_alloc_resource(device_t dev, int type, int *rid, u_long start, u_long end, u_long count, u_int flags) Allocate a resource as a range of count values not allocated by anyone else, somewhere between start and end. Alas, alignment is not supported. If the resource was not set yet it is automatically created. The special values of start 0 and end ~0 (all ones) means that the fixed values previously set by bus_set_resource() must be used instead: start and count as themselves and end=(start+count), in this case if the resource was not defined before then an error is returned. Although rid is passed by reference it is not set anywhere by the resource allocation code of the ISA bus. (The other buses may use a different approach and modify it). Flags are a bitmap, the flags interesting for the caller are: RF_ACTIVE - causes the resource to be automatically activated after allocation. RF_SHAREABLE - resource may be shared at the same time by multiple drivers. RF_TIMESHARE - resource may be time-shared by multiple drivers, i.e. allocated at the same time by many but activated only by one at any given moment of time. Returns 0 on error. The allocated values may be obtained from the returned handle using methods rhand_*(). int bus_release_resource(device_t dev, int type, int rid, struct resource *r) Release the resource, r is the handle returned by bus_alloc_resource(). Returns 0 on success, error code otherwise. int bus_activate_resource(device_t dev, int type, int rid, struct resource *r) int bus_deactivate_resource(device_t dev, int type, int rid, struct resource *r) Activate or deactivate resource. Return 0 on success, error code otherwise. If the resource is time-shared and currently activated by another driver then EBUSY is returned. int bus_setup_intr(device_t dev, struct resource *r, int flags, driver_intr_t *handler, void *arg, void **cookiep) int bus_teardown_intr(device_t dev, struct resource *r, void *cookie) Associate or de-associate the interrupt handler with a device. Return 0 on success, error code otherwise. r - the activated resource handler describing the IRQ flags - the interrupt priority level, one of: INTR_TYPE_TTY - terminals and other likewise character-type devices. To mask them use spltty(). (INTR_TYPE_TTY | INTR_TYPE_FAST) - terminal type devices with small input buffer, critical to the data loss on input (such as the old-fashioned serial ports). To mask them use spltty(). INTR_TYPE_BIO - block-type devices, except those on the CAM controllers. To mask them use splbio(). INTR_TYPE_CAM - CAM (Common Access Method) bus controllers. To mask them use splcam(). INTR_TYPE_NET - network interface controllers. To mask them use splimp(). INTR_TYPE_MISC - miscellaneous devices. There is no other way to mask them than by splhigh() which masks all interrupts. When an interrupt handler executes all the other interrupts matching its priority level will be masked. The only exception is the MISC level for which no other interrupts are masked and which is not masked by any other interrupt. handler - pointer to the handler function, the type driver_intr_t is defined as void driver_intr_t(void *) arg - the argument passed to the handler to identify this particular device. It is cast from void* to any real type by the handler. The old convention for the ISA interrupt handlers was to use the unit number as argument, the new (recommended) convention is using a pointer to the device softc structure. cookie[p] - the value received from setup() is used to identify the handler when passed to teardown() A number of methods are defined to operate on the resource handlers (struct resource *). Those of interest to the device driver writers are: u_long rman_get_start(r) u_long rman_get_end(r) Get the start and end of allocated resource range. void *rman_get_virtual(r) Get the virtual address of activated memory resource. - + Bus memory mapping In many cases data is exchanged between the driver and the device through the memory. Two variants are possible: (a) memory is located on the device card (b) memory is the main memory of the computer In case (a) the driver always copies the data back and forth between the on-card memory and the main memory as necessary. To map the on-card memory into the kernel virtual address space the physical address and length of the on-card memory must be defined as a SYS_RES_MEMORY resource. That resource can then be allocated and activated, and its virtual address obtained using rman_get_virtual(). The older drivers used the function pmap_mapdev() for this purpose, which should not be used directly any more. Now it is one of the internal steps of resource activation. Most of the ISA cards will have their memory configured for physical location somewhere in range 640KB-1MB. Some of the ISA cards require larger memory ranges which should be placed somewhere under 16MB (because of the 24-bit address limitation on the ISA bus). In that case if the machine has more memory than the start address of the device memory (in other words, they overlap) a memory hole must be configured at the address range used by devices. Many BIOSes allow configuration of a memory hole of 1MB starting at 14MB or 15MB. FreeBSD can handle the memory holes properly if the BIOS reports them properly (this feature may be broken on old BIOSes). In case (b) just the address of the data is sent to the device, and the device uses DMA to actually access the data in the main memory. Two limitations are present: First, ISA cards can only access memory below 16MB. Second, the contiguous pages in virtual address space may not be contiguous in physical address space, so the device may have to do scatter/gather operations. The bus subsystem provides ready solutions for some of these problems, the rest has to be done by the drivers themselves. Two structures are used for DMA memory allocation, bus_dma_tag_t and bus_dmamap_t. Tag describes the properties required for the DMA memory. Map represents a memory block allocated according to these properties. Multiple maps may be associated with the same tag. Tags are organized into a tree-like hierarchy with inheritance of the properties. A child tag inherits all the requirements of its parent tag, and may make them more strict but never more loose. Normally one top-level tag (with no parent) is created for each device unit. If multiple memory areas with different requirements are needed for each device then a tag for each of them may be created as a child of the parent tag. The tags can be used to create a map in two ways. First, a chunk of contiguous memory conformant with the tag requirements may be allocated (and later may be freed). This is normally used to allocate relatively long-living areas of memory for communication with the device. Loading of such memory into a map is trivial: it is always considered as one chunk in the appropriate physical memory range. Second, an arbitrary area of virtual memory may be loaded into a map. Each page of this memory will be checked for conformance to the map requirement. If it conforms then it is left at its original location. If it is not then a fresh conformant bounce page is allocated and used as intermediate storage. When writing the data from the non-conformant original pages they will be copied to their bounce pages first and then transferred from the bounce pages to the device. When reading the data would go from the device to the bounce pages and then copied to their non-conformant original pages. The process of copying between the original and bounce pages is called synchronization. This is normally used on a per-transfer basis: buffer for each transfer would be loaded, transfer done and buffer unloaded. The functions working on the DMA memory are: int bus_dma_tag_create(bus_dma_tag_t parent, bus_size_t alignment, bus_size_t boundary, bus_addr_t lowaddr, bus_addr_t highaddr, bus_dma_filter_t *filter, void *filterarg, bus_size_t maxsize, int nsegments, bus_size_t maxsegsz, int flags, bus_dma_tag_t *dmat) Create a new tag. Returns 0 on success, the error code otherwise. parent - parent tag, or NULL to create a top-level tag alignment - required physical alignment of the memory area to be allocated for this tag. Use value 1 for no specific alignment. Applies only to the future bus_dmamem_alloc() but not bus_dmamap_create() calls. boundary - physical address boundary that must not be crossed when allocating the memory. Use value 0 for no boundary. Applies only to the future bus_dmamem_alloc() but not bus_dmamap_create() calls. Must be power of 2. If the memory is planned to be used in non-cascaded DMA mode (i.e. the DMA addresses will be supplied not by the device itself but by the ISA DMA controller) then the boundary must be no larger than 64KB (64*1024) due to the limitations of the DMA hardware. lowaddr, highaddr - the names are slightly misleading; these values are used to limit the permitted range of physical addresses used to allocate the memory. The exact meaning varies depending on the planned future use: For bus_dmamem_alloc() all the addresses from 0 to lowaddr-1 are considered permitted, the higher ones are forbidden. For bus_dmamap_create() all the addresses outside the inclusive range [lowaddr; highaddr] are considered accessible. The addresses of pages inside the range are passed to the filter function which decides if they are accessible. If no filter function is supplied then all the range is considered unaccessible. For the ISA devices the normal values (with no filter function) are: lowaddr = BUS_SPACE_MAXADDR_24BIT highaddr = BUS_SPACE_MAXADDR filter, filterarg - the filter function and its argument. If NULL is passed for filter then the whole range [lowaddr, highaddr] is considered unaccessible when doing bus_dmamap_create(). Otherwise the physical address of each attempted page in range [lowaddr; highaddr] is passed to the filter function which decides if it is accessible. The prototype of the filter function is: int filterfunc(void *arg, bus_addr_t paddr). It must return 0 if the page is accessible, non-zero otherwise. maxsize - the maximal size of memory (in bytes) that may be allocated through this tag. In case it is difficult to estimate or could be arbitrarily big, the value for ISA devices would be BUS_SPACE_MAXSIZE_24BIT. nsegments - maximal number of scatter-gather segments supported by the device. If unrestricted then the value BUS_SPACE_UNRESTRICTED should be used. This value is recommended for the parent tags, the actual restrictions would then be specified for the descendant tags. Tags with nsegments equal to BUS_SPACE_UNRESTRICTED may not be used to actually load maps, they may be used only as parent tags. The practical limit for nsegments seems to be about 250-300, higher values will cause kernel stack overflow (the hardware can not normally support that many scatter-gather buffers anyway). maxsegsz - maximal size of a scatter-gather segment supported by the device. The maximal value for ISA device would be BUS_SPACE_MAXSIZE_24BIT. flags - a bitmap of flags. The only interesting flags are: BUS_DMA_ALLOCNOW - requests to allocate all the potentially needed bounce pages when creating the tag. BUS_DMA_ISA - mysterious flag used only on Alpha machines. It is not defined for the i386 machines. Probably it should be used by all the ISA drivers for Alpha machines but it looks like there are no such drivers yet. dmat - pointer to the storage for the new tag to be returned. int bus_dma_tag_destroy(bus_dma_tag_t dmat) Destroy a tag. Returns 0 on success, the error code otherwise. dmat - the tag to be destroyed. int bus_dmamem_alloc(bus_dma_tag_t dmat, void** vaddr, int flags, bus_dmamap_t *mapp) Allocate an area of contiguous memory described by the tag. The size of memory to be allocated is tag's maxsize. Returns 0 on success, the error code otherwise. The result still has to be loaded by bus_dmamap_load() before being used to get the physical address of the memory. dmat - the tag vaddr - pointer to the storage for the kernel virtual address of the allocated area to be returned. flags - a bitmap of flags. The only interesting flag is: BUS_DMA_NOWAIT - if the memory is not immediately available return the error. If this flag is not set then the routine is allowed to sleep until the memory becomes available. mapp - pointer to the storage for the new map to be returned. void bus_dmamem_free(bus_dma_tag_t dmat, void *vaddr, bus_dmamap_t map) Free the memory allocated by bus_dmamem_alloc(). At present, freeing of the memory allocated with ISA restrictions is not implemented. Because of this the recommended model of use is to keep and re-use the allocated areas for as long as possible. Do not lightly free some area and then shortly allocate it again. That does not mean that bus_dmamem_free() should not be used at all: hopefully it will be properly implemented soon. dmat - the tag vaddr - the kernel virtual address of the memory map - the map of the memory (as returned from bus_dmamem_alloc()) int bus_dmamap_create(bus_dma_tag_t dmat, int flags, bus_dmamap_t *mapp) Create a map for the tag, to be used in bus_dmamap_load() later. Returns 0 on success, the error code otherwise. dmat - the tag flags - theoretically, a bit map of flags. But no flags are defined yet, so at present it will be always 0. mapp - pointer to the storage for the new map to be returned int bus_dmamap_destroy(bus_dma_tag_t dmat, bus_dmamap_t map) Destroy a map. Returns 0 on success, the error code otherwise. dmat - the tag to which the map is associated map - the map to be destroyed int bus_dmamap_load(bus_dma_tag_t dmat, bus_dmamap_t map, void *buf, bus_size_t buflen, bus_dmamap_callback_t *callback, void *callback_arg, int flags) Load a buffer into the map (the map must be previously created by bus_dmamap_create() or bus_dmamem_alloc()). All the pages of the buffer are checked for conformance to the tag requirements and for those not conformant the bounce pages are allocated. An array of physical segment descriptors is built and passed to the callback routine. This callback routine is then expected to handle it in some way. The number of bounce buffers in the system is limited, so if the bounce buffers are needed but not immediately available the request will be queued and the callback will be called when the bounce buffers will become available. Returns 0 if the callback was executed immediately or EINPROGRESS if the request was queued for future execution. In the latter case the synchronization with queued callback routine is the responsibility of the driver. dmat - the tag map - the map buf - kernel virtual address of the buffer buflen - length of the buffer callback, callback_arg - the callback function and its argument The prototype of callback function is: void callback(void *arg, bus_dma_segment_t *seg, int nseg, int error) arg - the same as callback_arg passed to bus_dmamap_load() seg - array of the segment descriptors nseg - number of descriptors in array error - indication of the segment number overflow: if it is set to EFBIG then the buffer did not fit into the maximal number of segments permitted by the tag. In this case only the permitted number of descriptors will be in the array. Handling of this situation is up to the driver: depending on the desired semantics it can either consider this an error or split the buffer in two and handle the second part separately Each entry in the segments array contains the fields: ds_addr - physical bus address of the segment ds_len - length of the segment void bus_dmamap_unload(bus_dma_tag_t dmat, bus_dmamap_t map) unload the map. dmat - tag map - loaded map void bus_dmamap_sync (bus_dma_tag_t dmat, bus_dmamap_t map, bus_dmasync_op_t op) Synchronise a loaded buffer with its bounce pages before and after physical transfer to or from device. This is the function that does all the necessary copying of data between the original buffer and its mapped version. The buffers must be synchronized both before and after doing the transfer. dmat - tag map - loaded map op - type of synchronization operation to perform: BUS_DMASYNC_PREREAD - before reading from device into buffer BUS_DMASYNC_POSTREAD - after reading from device into buffer BUS_DMASYNC_PREWRITE - before writing the buffer to device BUS_DMASYNC_POSTWRITE - after writing the buffer to device As of now PREREAD and POSTWRITE are null operations but that may change in the future, so they must not be ignored in the driver. Synchronization is not needed for the memory obtained from bus_dmamem_alloc(). Before calling the callback function from bus_dmamap_load() the segment array is stored in the stack. And it gets pre-allocated for the maximal number of segments allowed by the tag. Because of this the practical limit for the number of segments on i386 architecture is about 250-300 (the kernel stack is 4KB minus the size of the user structure, size of a segment array entry is 8 bytes, and some space must be left). Because the array is allocated based on the maximal number this value must not be set higher than really needed. Fortunately, for most of hardware the maximal supported number of segments is much lower. But if the driver wants to handle buffers with a very large number of scatter-gather segments it should do that in portions: load part of the buffer, transfer it to the device, load next part of the buffer, and so on. Another practical consequence is that the number of segments may limit the size of the buffer. If all the pages in the buffer happen to be physically non-contiguous then the maximal supported buffer size for that fragmented case would be (nsegments * page_size). For example, if a maximal number of 10 segments is supported then on i386 maximal guaranteed supported buffer size would be 40K. If a higher size is desired then special tricks should be used in the driver. If the hardware does not support scatter-gather at all or the driver wants to support some buffer size even if it is heavily fragmented then the solution is to allocate a contiguous buffer in the driver and use it as intermediate storage if the original buffer does not fit. Below are the typical call sequences when using a map depend on the use of the map. The characters -> are used to show the flow of time. For a buffer which stays practically fixed during all the time between attachment and detachment of a device: bus_dmamem_alloc -> bus_dmamap_load -> ...use buffer... -> -> bus_dmamap_unload -> bus_dmamem_free For a buffer that changes frequently and is passed from outside the driver: bus_dmamap_create -> -> bus_dmamap_load -> bus_dmamap_sync(PRE...) -> do transfer -> -> bus_dmamap_sync(POST...) -> bus_dmamap_unload -> ... -> bus_dmamap_load -> bus_dmamap_sync(PRE...) -> do transfer -> -> bus_dmamap_sync(POST...) -> bus_dmamap_unload -> -> bus_dmamap_destroy When loading a map created by bus_dmamem_alloc() the passed address and size of the buffer must be the same as used in bus_dmamem_alloc(). In this case it is guaranteed that the whole buffer will be mapped as one segment (so the callback may be based on this assumption) and the request will be executed immediately (EINPROGRESS will never be returned). All the callback needs to do in this case is to save the physical address. A typical example would be: static void alloc_callback(void *arg, bus_dma_segment_t *seg, int nseg, int error) { *(bus_addr_t *)arg = seg[0].ds_addr; } ... int error; struct somedata { .... }; struct somedata *vsomedata; /* virtual address */ bus_addr_t psomedata; /* physical bus-relative address */ bus_dma_tag_t tag_somedata; bus_dmamap_t map_somedata; ... error=bus_dma_tag_create(parent_tag, alignment, boundary, lowaddr, highaddr, /*filter*/ NULL, /*filterarg*/ NULL, /*maxsize*/ sizeof(struct somedata), /*nsegments*/ 1, /*maxsegsz*/ sizeof(struct somedata), /*flags*/ 0, &tag_somedata); if(error) return error; error = bus_dmamem_alloc(tag_somedata, &vsomedata, /* flags*/ 0, &map_somedata); if(error) return error; bus_dmamap_load(tag_somedata, map_somedata, (void *)vsomedata, sizeof (struct somedata), alloc_callback, (void *) &psomedata, /*flags*/0); Looks a bit long and complicated but that is the way to do it. The practical consequence is: if multiple memory areas are allocated always together it would be a really good idea to combine them all into one structure and allocate as one (if the alignment and boundary limitations permit). When loading an arbitrary buffer into the map created by bus_dmamap_create() special measures must be taken to synchronize with the callback in case it would be delayed. The code would look like: { int s; int error; s = splsoftvm(); error = bus_dmamap_load( dmat, dmamap, buffer_ptr, buffer_len, callback, /*callback_arg*/ buffer_descriptor, /*flags*/0); if (error == EINPROGRESS) { /* * Do whatever is needed to ensure synchronization * with callback. Callback is guaranteed not to be started * until we do splx() or tsleep(). */ } splx(s); } Two possible approaches for the processing of requests are: 1. If requests are completed by marking them explicitly as done (such as the CAM requests) then it would be simpler to put all the further processing into the callback driver which would mark the request when it is done. Then not much extra synchronization is needed. For the flow control reasons it may be a good idea to freeze the request queue until this request gets completed. 2. If requests are completed when the function returns (such as classic read or write requests on character devices) then a synchronization flag should be set in the buffer descriptor and tsleep() called. Later when the callback gets called it will do its processing and check this synchronization flag. If it is set then the callback should issue a wakeup. In this approach the callback function could either do all the needed processing (just like the previous case) or simply save the segments array in the buffer descriptor. Then after callback completes the calling function could use this saved segments array and do all the processing. - + DMA The Direct Memory Access (DMA) is implemented in the ISA bus through the DMA controller (actually, two of them but that is an irrelevant detail). To make the early ISA devices simple and cheap the logic of the bus control and address generation was concentrated in the DMA controller. Fortunately, FreeBSD provides a set of functions that mostly hide the annoying details of the DMA controller from the device drivers. The simplest case is for the fairly intelligent devices. Like the bus master devices on PCI they can generate the bus cycles and memory addresses all by themselves. The only thing they really need from the DMA controller is bus arbitration. So for this purpose they pretend to be cascaded slave DMA controllers. And the only thing needed from the system DMA controller is to enable the cascaded mode on a DMA channel by calling the following function when attaching the driver: void isa_dmacascade(int channel_number) All the further activity is done by programming the device. When detaching the driver no DMA-related functions need to be called. For the simpler devices things get more complicated. The functions used are: int isa_dma_acquire(int chanel_number) Reserve a DMA channel. Returns 0 on success or EBUSY if the channel was already reserved by this or a different driver. Most of the ISA devices are not able to share DMA channels anyway, so normally this function is called when attaching a device. This reservation was made redundant by the modern interface of bus resources but still must be used in addition to the latter. If not used then later, other DMA routines will panic. int isa_dma_release(int chanel_number) Release a previously reserved DMA channel. No transfers must be in progress when the channel is released (in addition the device must not try to initiate transfer after the channel is released). void isa_dmainit(int chan, u_int bouncebufsize) Allocate a bounce buffer for use with the specified channel. The requested size of the buffer can not exceed 64KB. This bounce buffer will be automatically used later if a transfer buffer happens to be not physically contiguous or outside of the memory accessible by the ISA bus or crossing the 64KB boundary. If the transfers will be always done from buffers which conform to these conditions (such as those allocated by bus_dmamem_alloc() with proper limitations) then isa_dmainit() does not have to be called. But it is quite convenient to transfer arbitrary data using the DMA controller. The bounce buffer will automatically care of the scatter-gather issues. chan - channel number bouncebufsize - size of the bounce buffer in bytes void isa_dmastart(int flags, caddr_t addr, u_int nbytes, int chan) Prepare to start a DMA transfer. This function must be called to set up the DMA controller before actually starting transfer on the device. It checks that the buffer is contiguous and falls into the ISA memory range, if not then the bounce buffer is automatically used. If bounce buffer is required but not set up by isa_dmainit() or too small for the requested transfer size then the system will panic. In case of a write request with bounce buffer the data will be automatically copied to the bounce buffer. flags - a bitmask determining the type of operation to be done. The direction bits B_READ and B_WRITE are mutually exclusive. B_READ - read from the ISA bus into memory B_WRITE - write from the memory to the ISA bus B_RAW - if set then the DMA controller will remember the buffer and after the end of transfer will automatically re-initialize itself to repeat transfer of the same buffer again (of course, the driver may change the data in the buffer before initiating another transfer in the device). If not set then the parameters will work only for one transfer, and isa_dmastart() will have to be called again before initiating the next transfer. Using B_RAW makes sense only if the bounce buffer is not used. addr - virtual address of the buffer nbytes - length of the buffer. Must be less or equal to 64KB. Length of 0 is not allowed: the DMA controller will understand it as 64KB while the kernel code will understand it as 0 and that would cause unpredictable effects. For channels number 4 and higher the length must be even because these channels transfer 2 bytes at a time. In case of an odd length the last byte will not be transferred. chan - channel number void isa_dmadone(int flags, caddr_t addr, int nbytes, int chan) Synchronize the memory after device reports that transfer is done. If that was a read operation with a bounce buffer then the data will be copied from the bounce buffer to the original buffer. Arguments are the same as for isa_dmastart(). Flag B_RAW is permitted but it does not affect isa_dmadone() in any way. int isa_dmastatus(int channel_number) Returns the number of bytes left in the current transfer to be transferred. In case the flag B_READ was set in isa_dmastart() the number returned will never be equal to zero. At the end of transfer it will be automatically reset back to the length of buffer. The normal use is to check the number of bytes left after the device signals that the transfer is completed. If the number of bytes is not 0 then something probably went wrong with that transfer. int isa_dmastop(int channel_number) Aborts the current transfer and returns the number of bytes left untransferred. - + xxx_isa_probe This function probes if a device is present. If the driver supports auto-detection of some part of device configuration (such as interrupt vector or memory address) this auto-detection must be done in this routine. As for any other bus, if the device cannot be detected or is detected but failed the self-test or some other problem happened then it returns a positive value of error. The value ENXIO must be returned if the device is not present. Other error values may mean other conditions. Zero or negative values mean success. Most of the drivers return zero as success. The negative return values are used when a PnP device supports multiple interfaces. For example, an older compatibility interface and a newer advanced interface which are supported by different drivers. Then both drivers would detect the device. The driver which returns a higher value in the probe routine takes precedence (in other words, the driver returning 0 has highest precedence, one returning -1 is next, one returning -2 is after it and so on). In result the devices which support only the old interface will be handled by the old driver (which should return -1 from the probe routine) while the devices supporting the new interface as well will be handled by the new driver (which should return 0 from the probe routine). The device descriptor struct xxx_softc is allocated by the system before calling the probe routine. If the probe routine returns an error the descriptor will be automatically deallocated by the system. So if a probing error occurs the driver must make sure that all the resources it used during probe are deallocated and that nothing keeps the descriptor from being safely deallocated. If the probe completes successfully the descriptor will be preserved by the system and later passed to the routine xxx_isa_attach(). If a driver returns a negative value it can not be sure that it will have the highest priority and its attach routine will be called. So in this case it also must release all the resources before returning and if necessary allocate them again in the attach routine. When xxx_isa_probe() returns 0 releasing the resources before returning is also a good idea and a well-behaved driver should do so. But in cases where there is some problem with releasing the resources the driver is allowed to keep resources between returning 0 from the probe routine and execution of the attach routine. A typical probe routine starts with getting the device descriptor and unit: struct xxx_softc *sc = device_get_softc(dev); int unit = device_get_unit(dev); int pnperror; int error = 0; sc->dev = dev; /* link it back */ sc->unit = unit; Then check for the PnP devices. The check is carried out by a table containing the list of PnP IDs supported by this driver and human-readable descriptions of the device models corresponding to these IDs. pnperror=ISA_PNP_PROBE(device_get_parent(dev), dev, xxx_pnp_ids); if(pnperror == ENXIO) return ENXIO; The logic of ISA_PNP_PROBE is the following: If this card (device unit) was not detected as PnP then ENOENT will be returned. If it was detected as PnP but its detected ID does not match any of the IDs in the table then ENXIO is returned. Finally, if it has PnP support and it matches on of the IDs in the table, 0 is returned and the appropriate description from the table is set by device_set_desc(). If a driver supports only PnP devices then the condition would look like: if(pnperror != 0) return pnperror; No special treatment is required for the drivers which do not support PnP because they pass an empty PnP ID table and will always get ENXIO if called on a PnP card. The probe routine normally needs at least some minimal set of resources, such as I/O port number to find the card and probe it. Depending on the hardware the driver may be able to discover the other necessary resources automatically. The PnP devices have all the resources pre-set by the PnP subsystem, so the driver does not need to discover them by itself. Typically the minimal information required to get access to the device is the I/O port number. Then some devices allow to get the rest of information from the device configuration registers (though not all devices do that). So first we try to get the port start value: sc->port0 = bus_get_resource_start(dev, SYS_RES_IOPORT, 0 /*rid*/); if(sc->port0 == 0) return ENXIO; The base port address is saved in the structure softc for future use. If it will be used very often then calling the resource function each time would be prohibitively slow. If we do not get a port we just return an error. Some device drivers can instead be clever and try to probe all the possible ports, like this: /* table of all possible base I/O port addresses for this device */ static struct xxx_allports { u_short port; /* port address */ short used; /* flag: if this port is already used by some unit */ } xxx_allports = { { 0x300, 0 }, { 0x320, 0 }, { 0x340, 0 }, { 0, 0 } /* end of table */ }; ... int port, i; ... port = bus_get_resource_start(dev, SYS_RES_IOPORT, 0 /*rid*/); if(port !=0 ) { for(i=0; xxx_allports[i].port!=0; i++) { if(xxx_allports[i].used || xxx_allports[i].port != port) continue; /* found it */ xxx_allports[i].used = 1; /* do probe on a known port */ return xxx_really_probe(dev, port); } return ENXIO; /* port is unknown or already used */ } /* we get here only if we need to guess the port */ for(i=0; xxx_allports[i].port!=0; i++) { if(xxx_allports[i].used) continue; /* mark as used - even if we find nothing at this port * at least we won't probe it in future */ xxx_allports[i].used = 1; error = xxx_really_probe(dev, xxx_allports[i].port); if(error == 0) /* found a device at that port */ return 0; } /* probed all possible addresses, none worked */ return ENXIO; Of course, normally the driver's identify() routine should be used for such things. But there may be one valid reason why it may be better to be done in probe(): if this probe would drive some other sensitive device crazy. The probe routines are ordered with consideration of the sensitive flag: the sensitive devices get probed first and the rest of the devices later. But the identify() routines are called before any probes, so they show no respect to the sensitive devices and may upset them. Now, after we got the starting port we need to set the port count (except for PnP devices) because the kernel does not have this information in the configuration file. if(pnperror /* only for non-PnP devices */ && bus_set_resource(dev, SYS_RES_IOPORT, 0, sc->port0, XXX_PORT_COUNT)<0) return ENXIO; Finally allocate and activate a piece of port address space (special values of start and end mean use those we set by bus_set_resource()): sc->port0_rid = 0; sc->port0_r = bus_alloc_resource(dev, SYS_RES_IOPORT, &sc->port0_rid, /*start*/ 0, /*end*/ ~0, /*count*/ 0, RF_ACTIVE); if(sc->port0_r == NULL) return ENXIO; Now having access to the port-mapped registers we can poke the device in some way and check if it reacts like it is expected to. If it does not then there is probably some other device or no device at all at this address. Normally drivers do not set up the interrupt handlers until the attach routine. Instead they do probes in the polling mode using the DELAY() function for timeout. The probe routine must never hang forever, all the waits for the device must be done with timeouts. If the device does not respond within the time it is probably broken or misconfigured and the driver must return error. When determining the timeout interval give the device some extra time to be on the safe side: although DELAY() is supposed to delay for the same amount of time on any machine it has some margin of error, depending on the exact CPU. If the probe routine really wants to check that the interrupts really work it may configure and probe the interrupts too. But that is not recommended. /* implemented in some very device-specific way */ if(error = xxx_probe_ports(sc)) goto bad; /* will deallocate the resources before returning */ The function xxx_probe_ports() may also set the device description depending on the exact model of device it discovers. But if there is only one supported device model this can be as well done in a hardcoded way. Of course, for the PnP devices the PnP support sets the description from the table automatically. if(pnperror) device_set_desc(dev, "Our device model 1234"); Then the probe routine should either discover the ranges of all the resources by reading the device configuration registers or make sure that they were set explicitly by the user. We will consider it with an example of on-board memory. The probe routine should be as non-intrusive as possible, so allocation and check of functionality of the rest of resources (besides the ports) would be better left to the attach routine. The memory address may be specified in the kernel configuration file or on some devices it may be pre-configured in non-volatile configuration registers. If both sources are available and different, which one should be used? Probably if the user bothered to set the address explicitly in the kernel configuration file they know what they are doing and this one should take precedence. An example of implementation could be: /* try to find out the config address first */ sc->mem0_p = bus_get_resource_start(dev, SYS_RES_MEMORY, 0 /*rid*/); if(sc->mem0_p == 0) { /* nope, not specified by user */ sc->mem0_p = xxx_read_mem0_from_device_config(sc); if(sc->mem0_p == 0) /* can't get it from device config registers either */ goto bad; } else { if(xxx_set_mem0_address_on_device(sc) < 0) goto bad; /* device does not support that address */ } /* just like the port, set the memory size, * for some devices the memory size would not be constant * but should be read from the device configuration registers instead * to accommodate different models of devices. Another option would * be to let the user set the memory size as "msize" configuration * resource which will be automatically handled by the ISA bus. */ if(pnperror) { /* only for non-PnP devices */ sc->mem0_size = bus_get_resource_count(dev, SYS_RES_MEMORY, 0 /*rid*/); if(sc->mem0_size == 0) /* not specified by user */ sc->mem0_size = xxx_read_mem0_size_from_device_config(sc); if(sc->mem0_size == 0) { /* suppose this is a very old model of device without * auto-configuration features and the user gave no preference, * so assume the minimalistic case * (of course, the real value will vary with the driver) */ sc->mem0_size = 8*1024; } if(xxx_set_mem0_size_on_device(sc) < 0) goto bad; /* device does not support that size */ if(bus_set_resource(dev, SYS_RES_MEMORY, /*rid*/0, sc->mem0_p, sc->mem0_size)<0) goto bad; } else { sc->mem0_size = bus_get_resource_count(dev, SYS_RES_MEMORY, 0 /*rid*/); } Resources for IRQ and DRQ are easy to check by analogy. If all went well then release all the resources and return success. xxx_free_resources(sc); return 0; Finally, handle the troublesome situations. All the resources should be deallocated before returning. We make use of the fact that before the structure softc is passed to us it gets zeroed out, so we can find out if some resource was allocated: then its descriptor is non-zero. bad: xxx_free_resources(sc); if(error) return error; else /* exact error is unknown */ return ENXIO; That would be all for the probe routine. Freeing of resources is done from multiple places, so it is moved to a function which may look like: static void xxx_free_resources(sc) struct xxx_softc *sc; { /* check every resource and free if not zero */ /* interrupt handler */ if(sc->intr_r) { bus_teardown_intr(sc->dev, sc->intr_r, sc->intr_cookie); bus_release_resource(sc->dev, SYS_RES_IRQ, sc->intr_rid, sc->intr_r); sc->intr_r = 0; } /* all kinds of memory maps we could have allocated */ if(sc->data_p) { bus_dmamap_unload(sc->data_tag, sc->data_map); sc->data_p = 0; } if(sc->data) { /* sc->data_map may be legitimately equal to 0 */ /* the map will also be freed */ bus_dmamem_free(sc->data_tag, sc->data, sc->data_map); sc->data = 0; } if(sc->data_tag) { bus_dma_tag_destroy(sc->data_tag); sc->data_tag = 0; } ... free other maps and tags if we have them ... if(sc->parent_tag) { bus_dma_tag_destroy(sc->parent_tag); sc->parent_tag = 0; } /* release all the bus resources */ if(sc->mem0_r) { bus_release_resource(sc->dev, SYS_RES_MEMORY, sc->mem0_rid, sc->mem0_r); sc->mem0_r = 0; } ... if(sc->port0_r) { bus_release_resource(sc->dev, SYS_RES_IOPORT, sc->port0_rid, sc->port0_r); sc->port0_r = 0; } } - + xxx_isa_attach The attach routine actually connects the driver to the system if the probe routine returned success and the system had chosen to attach that driver. If the probe routine returned 0 then the attach routine may expect to receive the device structure softc intact, as it was set by the probe routine. Also if the probe routine returns 0 it may expect that the attach routine for this device shall be called at some point in the future. If the probe routine returns a negative value then the driver may make none of these assumptions. The attach routine returns 0 if it completed successfully or error code otherwise. The attach routine starts just like the probe routine, with getting some frequently used data into more accessible variables. struct xxx_softc *sc = device_get_softc(dev); int unit = device_get_unit(dev); int error = 0; Then allocate and activate all the necessary resources. Because normally the port range will be released before returning from probe, it has to be allocated again. We expect that the probe routine had properly set all the resource ranges, as well as saved them in the structure softc. If the probe routine had left some resource allocated then it does not need to be allocated again (which would be considered an error). sc->port0_rid = 0; sc->port0_r = bus_alloc_resource(dev, SYS_RES_IOPORT, &sc->port0_rid, /*start*/ 0, /*end*/ ~0, /*count*/ 0, RF_ACTIVE); if(sc->port0_r == NULL) return ENXIO; /* on-board memory */ sc->mem0_rid = 0; sc->mem0_r = bus_alloc_resource(dev, SYS_RES_MEMORY, &sc->mem0_rid, /*start*/ 0, /*end*/ ~0, /*count*/ 0, RF_ACTIVE); if(sc->mem0_r == NULL) goto bad; /* get its virtual address */ sc->mem0_v = rman_get_virtual(sc->mem0_r); The DMA request channel (DRQ) is allocated likewise. To initialize it use functions of the isa_dma*() family. For example: isa_dmacascade(sc->drq0); The interrupt request line (IRQ) is a bit special. Besides allocation the driver's interrupt handler should be associated with it. Historically in the old ISA drivers the argument passed by the system to the interrupt handler was the device unit number. But in modern drivers the convention suggests passing the pointer to structure softc. The important reason is that when the structures softc are allocated dynamically then getting the unit number from softc is easy while getting softc from the unit number is difficult. Also this convention makes the drivers for different buses look more uniform and allows them to share the code: each bus gets its own probe, attach, detach and other bus-specific routines while the bulk of the driver code may be shared among them. sc->intr_rid = 0; sc->intr_r = bus_alloc_resource(dev, SYS_RES_MEMORY, &sc->intr_rid, /*start*/ 0, /*end*/ ~0, /*count*/ 0, RF_ACTIVE); if(sc->intr_r == NULL) goto bad; /* * XXX_INTR_TYPE is supposed to be defined depending on the type of * the driver, for example as INTR_TYPE_CAM for a CAM driver */ error = bus_setup_intr(dev, sc->intr_r, XXX_INTR_TYPE, (driver_intr_t *) xxx_intr, (void *) sc, &sc->intr_cookie); if(error) goto bad; If the device needs to make DMA to the main memory then this memory should be allocated like described before: error=bus_dma_tag_create(NULL, /*alignment*/ 4, /*boundary*/ 0, /*lowaddr*/ BUS_SPACE_MAXADDR_24BIT, /*highaddr*/ BUS_SPACE_MAXADDR, /*filter*/ NULL, /*filterarg*/ NULL, /*maxsize*/ BUS_SPACE_MAXSIZE_24BIT, /*nsegments*/ BUS_SPACE_UNRESTRICTED, /*maxsegsz*/ BUS_SPACE_MAXSIZE_24BIT, /*flags*/ 0, &sc->parent_tag); if(error) goto bad; /* many things get inherited from the parent tag * sc->data is supposed to point to the structure with the shared data, * for example for a ring buffer it could be: * struct { * u_short rd_pos; * u_short wr_pos; * char bf[XXX_RING_BUFFER_SIZE] * } *data; */ error=bus_dma_tag_create(sc->parent_tag, 1, 0, BUS_SPACE_MAXADDR, 0, /*filter*/ NULL, /*filterarg*/ NULL, /*maxsize*/ sizeof(* sc->data), /*nsegments*/ 1, /*maxsegsz*/ sizeof(* sc->data), /*flags*/ 0, &sc->data_tag); if(error) goto bad; error = bus_dmamem_alloc(sc->data_tag, &sc->data, /* flags*/ 0, &sc->data_map); if(error) goto bad; /* xxx_alloc_callback() just saves the physical address at * the pointer passed as its argument, in this case &sc->data_p. * See details in the section on bus memory mapping. * It can be implemented like: * * static void * xxx_alloc_callback(void *arg, bus_dma_segment_t *seg, * int nseg, int error) * { * *(bus_addr_t *)arg = seg[0].ds_addr; * } */ bus_dmamap_load(sc->data_tag, sc->data_map, (void *)sc->data, sizeof (* sc->data), xxx_alloc_callback, (void *) &sc->data_p, /*flags*/0); After all the necessary resources are allocated the device should be initialized. The initialization may include testing that all the expected features are functional. if(xxx_initialize(sc) < 0) goto bad; The bus subsystem will automatically print on the console the device description set by probe. But if the driver wants to print some extra information about the device it may do so, for example: device_printf(dev, "has on-card FIFO buffer of %d bytes\n", sc->fifosize); If the initialization routine experiences any problems then printing messages about them before returning error is also recommended. The final step of the attach routine is attaching the device to its functional subsystem in the kernel. The exact way to do it depends on the type of the driver: a character device, a block device, a network device, a CAM SCSI bus device and so on. If all went well then return success. error = xxx_attach_subsystem(sc); if(error) goto bad; return 0; Finally, handle the troublesome situations. All the resources should be deallocated before returning an error. We make use of the fact that before the structure softc is passed to us it gets zeroed out, so we can find out if some resource was allocated: then its descriptor is non-zero. bad: xxx_free_resources(sc); if(error) return error; else /* exact error is unknown */ return ENXIO; That would be all for the attach routine. - + xxx_isa_detach If this function is present in the driver and the driver is compiled as a loadable module then the driver gets the ability to be unloaded. This is an important feature if the hardware supports hot plug. But the ISA bus does not support hot plug, so this feature is not particularly important for the ISA devices. The ability to unload a driver may be useful when debugging it, but in many cases installation of the new version of the driver would be required only after the old version somehow wedges the system and a reboot will be needed anyway, so the efforts spent on writing the detach routine may not be worth it. Another argument that unloading would allow upgrading the drivers on a production machine seems to be mostly theoretical. Installing a new version of a driver is a dangerous operation which should never be performed on a production machine (and which is not permitted when the system is running in secure mode). Still, the detach routine may be provided for the sake of completeness. The detach routine returns 0 if the driver was successfully detached or the error code otherwise. The logic of detach is a mirror of the attach. The first thing to do is to detach the driver from its kernel subsystem. If the device is currently open then the driver has two choices: refuse to be detached or forcibly close and proceed with detach. The choice used depends on the ability of the particular kernel subsystem to do a forced close and on the preferences of the driver's author. Generally the forced close seems to be the preferred alternative. struct xxx_softc *sc = device_get_softc(dev); int error; error = xxx_detach_subsystem(sc); if(error) return error; Next the driver may want to reset the hardware to some consistent state. That includes stopping any ongoing transfers, disabling the DMA channels and interrupts to avoid memory corruption by the device. For most of the drivers this is exactly what the shutdown routine does, so if it is included in the driver we can just call it. xxx_isa_shutdown(dev); And finally release all the resources and return success. xxx_free_resources(sc); return 0; - + xxx_isa_shutdown This routine is called when the system is about to be shut down. It is expected to bring the hardware to some consistent state. For most of the ISA devices no special action is required, so the function is not really necessary because the device will be re-initialized on reboot anyway. But some devices have to be shut down with a special procedure, to make sure that they will be properly detected after soft reboot (this is especially true for many devices with proprietary identification protocols). In any case disabling DMA and interrupts in the device registers and stopping any ongoing transfers is a good idea. The exact action depends on the hardware, so we do not consider it here in any detail. - + xxx_intr The interrupt handler is called when an interrupt is received which may be from this particular device. The ISA bus does not support interrupt sharing (except in some special cases) so in practice if the interrupt handler is called then the interrupt almost for sure came from its device. Still, the interrupt handler must poll the device registers and make sure that the interrupt was generated by its device. If not it should just return. The old convention for the ISA drivers was getting the device unit number as an argument. This is obsolete, and the new drivers receive whatever argument was specified for them in the attach routine when calling bus_setup_intr(). By the new convention it should be the pointer to the structure softc. So the interrupt handler commonly starts as: static void xxx_intr(struct xxx_softc *sc) { It runs at the interrupt priority level specified by the interrupt type parameter of bus_setup_intr(). That means that all the other interrupts of the same type as well as all the software interrupts are disabled. To avoid races it is commonly written as a loop: while(xxx_interrupt_pending(sc)) { xxx_process_interrupt(sc); xxx_acknowledge_interrupt(sc); } The interrupt handler has to acknowledge interrupt to the device only but not to the interrupt controller, the system takes care of the latter. diff --git a/en_US.ISO8859-1/books/developers-handbook/jail/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/jail/chapter.sgml index 7de06d5182..53af59a441 100644 --- a/en_US.ISO8859-1/books/developers-handbook/jail/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/jail/chapter.sgml @@ -1,611 +1,611 @@ Evan Sarmiento
evms@cs.bu.edu
2001 Evan Sarmiento
The Jail Subsystem On most UNIX systems, root has omnipotent power. This promotes insecurity. If an attacker were to gain root on a system, he would have every function at his fingertips. In FreeBSD there are sysctls which dilute the power of root, in order to minimize the damage caused by an attacker. Specifically, one of these functions is called secure levels. Similarly, another function which is present from FreeBSD 4.0 and onward, is a utility called &man.jail.8;. Jail chroots an environment and sets certain restrictions on processes which are forked from within. For example, a jailed process cannot affect processes outside of the jail, utilize certain system calls, or inflict any damage on the main computer. Jail is becoming the new security model. People are running potentially vulnerable servers such as Apache, BIND, and sendmail within jails, so that if an attacker gains root within the Jail, it is only an annoyance, and not a devastation. This article focuses on the internals (source code) of Jail and Jail NG. It will also suggest improvements upon the jail code base which are already being worked on. If you are looking for a how-to on setting up a Jail, I suggest you look at my other article in Sys Admin Magazine, May 2001, entitled "Securing FreeBSD using Jail." - + Architecture Jail consists of two realms: the user-space program, jail, and the code implemented within the kernel: the jail() system call and associated restrictions. I will be discussing the user-space program and then how jail is implemented within the kernel. Userland code The source for the user-land jail is located in /usr/src/usr.sbin/jail, consisting of one file, jail.c. The program takes these arguments: the path of the jail, hostname, ip address, and the command to be executed. Data Structures In jail.c, the first thing I would note is the declaration of an important structure struct jail j; which was included from /usr/include/sys/jail.h. The definition of the jail structure is: /usr/include/sys/jail.h: struct jail { u_int32_t version; char *path; char *hostname; u_int32_t ip_number; }; As you can see, there is an entry for each of the arguments passed to the jail program, and indeed, they are set during it's execution. /usr/src/usr.sbin/jail.c j.version = 0; j.path = argv[1]; j.hostname = argv[2]; Networking One of the arguments passed to the Jail program is an IP address with which the jail can be accessed over the network. Jail translates the ip address given into network byte order and then stores it in j (the jail structure). /usr/src/usr.sbin/jail/jail.c: struct in.addr in; ... i = inet.aton(argv[3], ); ... j.ip_number = ntohl(in.s.addr); The inet_aton3 function "interprets the specified character string as an Internet address, placing the address into the structure provided." The ip number node in the jail structure is set only when the ip address placed onto the in structure by inet aton is translated into network byte order by ntohl(). Jailing The Process Finally, the userland program jails the process, and executes the command specified. Jail now becomes an imprisoned process itself and forks a child process which then executes the command given using &man.execv.3; /usr/src/sys/usr.sbin/jail/jail.c i = jail(); ... i = execv(argv[4], argv + 4); As you can see, the jail function is being called, and its argument is the jail structure which has been filled with the arguments given to the program. Finally, the program you specify is executed. I will now discuss how Jail is implemented within the kernel. Kernel Space We will now be looking at the file /usr/src/sys/kern/kern_jail.c. This is the file where the jail system call, appropriate sysctls, and networking functions are defined. sysctls In kern_jail.c, the following sysctls are defined: /usr/src/sys/kern/kern_jail.c: int jail_set_hostname_allowed = 1; SYSCTL_INT(_jail, OID_AUTO, set_hostname_allowed, CTLFLAG_RW, _set_hostname_allowed, 0, "Processes in jail can set their hostnames"); int jail_socket_unixiproute_only = 1; SYSCTL_INT(_jail, OID_AUTO, socket_unixiproute_only, CTLFLAG_RW, _socket_unixiproute_only, 0, "Processes in jail are limited to creating UNIX/IPv4/route sockets only "); int jail_sysvipc_allowed = 0; SYSCTL_INT(_jail, OID_AUTO, sysvipc_allowed, CTLFLAG_RW, _sysvipc_allowed, 0, "Processes in jail can use System V IPC primitives"); Each of these sysctls can be accessed by the user through the sysctl program. Throughout the kernel, these specific sysctls are recognized by their name. For example, the name of the first sysctl is jail.set.hostname.allowed. &man.jail.2; system call Like all system calls, the &man.jail.2; system call takes two arguments, struct proc *p and struct jail_args *uap. p is a pointer to a proc structure which describes the calling process. In this context, uap is a pointer to a structure which specifies the arguments given to &man.jail.2; from the userland program jail.c. When I described the userland program before, you saw that the &man.jail.2; system call was given a jail structure as its own argument. /usr/src/sys/kern/kern_jail.c: int jail(p, uap) struct proc *p; struct jail_args /* { syscallarg(struct jail *) jail; } */ *uap; Therefore, uap->jail would access the jail structure which was passed to the system call. Next, the system call copies the jail structure into kernel space using the copyin() function. copyin() takes three arguments: the data which is to be copied into kernel space, uap->jail, where to store it, j and the size of the storage. The jail structure uap->jail is copied into kernel space and stored in another jail structure, j. /usr/src/sys/kern/kern_jail.c: error = copyin(uap->jail, , sizeof j); There is another important structure defined in jail.h. It is the prison structure (pr). The prison structure is used exclusively within kernel space. The &man.jail.2; system call copies everything from the jail structure onto the prison structure. Here is the definition of the prison structure. /usr/include/sys/jail.h: struct prison { int pr_ref; char pr_host[MAXHOSTNAMELEN]; u_int32_t pr_ip; void *pr_linux; }; The jail() system call then allocates memory for a pointer to a prison structure and copies data between the two structures. /usr/src/sys/kern/kern_jail.c: MALLOC(pr, struct prison *, sizeof *pr , M_PRISON, M_WAITOK); bzero((caddr_t)pr, sizeof *pr); error = copyinstr(j.hostname, pr_host]]>, sizeof pr->pr_host, 0); if (error) goto bail; Finally, the jail system call chroots the path specified. The chroot function is given two arguments. The first is p, which represents the calling process, the second is a pointer to the structure chroot args. The structure chroot args contains the path which is to be chrooted. As you can see, the path specified in the jail structure is copied to the chroot args structure and used. /usr/src/sys/kern/kern_jail.c: ca.path = j.path; error = chroot(p, ); These next three lines in the source are very important, as they specify how the kernel recognizes a process as jailed. Each process on a Unix system is described by its own proc structure. You can see the whole proc structure in /usr/include/sys/proc.h. For example, the p argument in any system call is actually a pointer to that process' proc structure, as stated before. The proc structure contains nodes which can describe the owner's identity (p_cred), the process resource limits (p_limit), and so on. In the definition of the process structure, there is a pointer to a prison structure. (p_prison). /usr/include/sys/proc.h: struct proc { ... struct prison *p_prison; ... }; In kern_jail.c, the function then copies the pr structure, which is filled with all the information from the original jail structure, over to the p->p_prison structure. It then does a bitwise OR of p->p_flag with the constant P_JAILED, meaning that the calling process is now recognized as jailed. The parent process of each process, forked within the jail, is the program jail itself, as it calls the &man.jail.2; system call. When the program is executed through execve, it inherits the properties of its parents proc structure, therefore it has the p->p_flag set, and the p->p_prison structure is filled. /usr/src/sys/kern/kern_jail.c p->p.prison = pr; p->p.flag |= P.JAILED; When a process is forked from a parent process, the &man.fork.2; system call deals differently with imprisoned processes. In the fork system call, there are two pointers to a proc structure p1 and p2. p1 points to the parent's proc structure and p2 points to the child's unfilled proc structure. After copying all relevant data between the structures, &man.fork.2; checks if the structure p->p_prison is filled on p2. If it is, it increments the pr.ref by one, and sets the p_flag to one on the child process. /usr/src/sys/kern/kern_fork.c: if (p2->p_prison) { p2->p_prison->pr_ref++; p2->p_flag |= P_JAILED; } - + Restrictions Throughout the kernel there are access restrictions relating to jailed processes. Usually, these restrictions only check if the process is jailed, and if so, returns an error. For example: if (p->p_prison) return EPERM; SysV IPC System V IPC is based on messages. Processes can send each other these messages which tell them how to act. The functions which deal with messages are: msgsys, msgctl, msgget, msgsend and msgrcv. Earlier, I mentioned that there were certain sysctls you could turn on or off in order to affect the behavior of Jail. One of these sysctls was jail_sysvipc_allowed. On most systems, this sysctl is set to 0. If it were set to 1, it would defeat the whole purpose of having a jail; privleged users from within the jail would be able to affect processes outside of the environment. The difference between a message and a signal is that the message only consists of the signal number. /usr/src/sys/kern/sysv_msg.c: &man.msgget.3;: msgget returns (and possibly creates) a message descriptor that designates a message queue for use in other system calls. &man.msgctl.3;: Using this function, a process can query the status of a message descriptor. &man.msgsnd.3;: msgsnd sends a message to a process. &man.msgrcv.3;: a process receives messages using this function In each of these system calls, there is this conditional: /usr/src/sys/kern/sysv msg.c: if (!jail.sysvipc.allowed && p->p_prison != NULL) return (ENOSYS); Semaphore system calls allow processes to synchronize execution by doing a set of operations atomically on a set of semaphores. Basically semaphores provide another way for processes lock resources. However, process waiting on a semaphore, that is being used, will sleep until the resources are relinquished. The following semaphore system calls are blocked inside a jail: semsys, semget, semctl and semop. /usr/src/sys/kern/sysv_sem.c: &man.semctl.2;(id, num, cmd, arg): Semctl does the specified cmd on the semaphore queue indicated by id. &man.semget.2;(key, nsems, flag): Semget creates an array of semaphores, corresponding to key. Key and flag take on the same meaning as they do in msgget. &man.semop.2;(id, ops, num): Semop does the set of semaphore operations in the array of structures ops, to the set of semaphores identified by id. System V IPC allows for processes to share memory. Processes can communicate directly with each other by sharing parts of their virtual address space and then reading and writing data stored in the shared memory. These system calls are blocked within a jailed environment: shmdt, shmat, oshmctl, shmctl, shmget, and shmsys. /usr/src/sys/kern/sysv shm.c: &man.shmctl.2;(id, cmd, buf): shmctl does various control operations on the shared memory region identified by id. &man.shmget.2;(key, size, flag): shmget accesses or creates a shared memory region of size bytes. &man.shmat.2;(id, addr, flag): shmat attaches a shared memory region identified by id to the address space of a process. &man.shmdt.2;(addr): shmdt detaches the shared memory region previously attached at addr. Sockets Jail treats the &man.socket.2; system call and related lower-level socket functions in a special manner. In order to determine whether a certain socket is allowed to be created, it first checks to see if the sysctl jail.socket.unixiproute.only is set. If set, sockets are only allowed to be created if the family specified is either PF_LOCAL, PF_INET or PF_ROUTE. Otherwise, it returns an error. /usr/src/sys/kern/uipc_socket.c: int socreate(dom, aso, type, proto, p) ... register struct protosw *prp; ... { if (p->p_prison && jail_socket_unixiproute_only && prp->pr_domain->dom_family != PR_LOCAL && prp->pr_domain->dom_family != PF_INET && prp->pr_domain->dom_family != PF_ROUTE) return (EPROTONOSUPPORT); ... } Berkeley Packet Filter The Berkeley Packet Filter provides a raw interface to data link layers in a protocol independent fashion. The function bpfopen() opens an Ethernet device. There is a conditional which disallows any jailed processes from accessing this function. /usr/src/sys/net/bpf.c: static int bpfopen(dev, flags, fmt, p) ... { if (p->p_prison) return (EPERM); ... } Protocols There are certain protocols which are very common, such as TCP, UDP, IP and ICMP. IP and ICMP are on the same level: the network layer 2. There are certain precautions which are taken in order to prevent a jailed process from binding a protocol to a certain port only if the nam parameter is set. nam is a pointer to a sockaddr structure, which describes the address on which to bind the service. A more exact definition is that sockaddr "may be used as a template for reffering to the identifying tag and length of each address"[2]. In the function in pcbbind, sin is a pointer to a sockaddr.in structure, which contains the port, address, length and domain family of the socket which is to be bound. Basically, this disallows any processes from jail to be able to specify the domain family. /usr/src/sys/kern/netinet/in_pcb.c: int in.pcbbind(int, nam, p) ... struct sockaddr *nam; struct proc *p; { ... struct sockaddr.in *sin; ... if (nam) { sin = (struct sockaddr.in *)nam; ... if (sin->sin_addr.s_addr != INADDR_ANY) if (prison.ip(p, 0, ->sin.addr.s_addr)) return (EINVAL); .... } ... } You might be wondering what function prison_ip() does. prison.ip is given three arguments, the current process (represented by p), any flags, and an ip address. It returns 1 if the ip address belongs to a jail or 0 if it does not. As you can see from the code, if it is indeed an ip address belonging to a jail, the protcol is not allowed to bind to a certain port. /usr/src/sys/kern/kern_jail.c: int prison_ip(struct proc *p, int flag, u_int32_t *ip) { u_int32_t tmp; if (!p->p_prison) return (0); if (flag) tmp = *ip; else tmp = ntohl (*ip); if (tmp == INADDR_ANY) { if (flag) *ip = p->p_prison->pr_ip; else *ip = htonl(p->p_prison->pr_ip); return (0); } if (p->p_prison->pr_ip != tmp) return (1); return (0); } Jailed users are not allowed to bind services to an ip which does not belong to the jail. The restriction is also written within the function in_pcbbind: /usr/src/sys/net inet/in_pcb.c if (nam) { ... lport = sin->sin.port; ... if (lport) { ... if (p && p->p_prison) prison = 1; if (prison && prison_ip(p, 0, ->sin_addr.s_addr)) return (EADDRNOTAVAIL); Filesystem Even root users within the jail are not allowed to set any file flags, such as immutable, append, and no unlink flags, if the securelevel is greater than 0. /usr/src/sys/ufs/ufs/ufs_vnops.c: int ufs.setattr(ap) ... { if ((cred->cr.uid == 0) && (p->prison == NULL)) { if ((ip->i_flags & (SF_NOUNLINK | SF_IMMUTABLE | SF_APPEND)) && securelevel > 0) return (EPERM); } - + Jail NG Jail NG is a "from-scratch re-implementation of Jail" by Robert Watson, a FreeBSD committer. Some of the new features include the ability to add processes to a jail, an improved management tool, and per-jail sysctls. For example, you could have sysvipc_permitted set on one jail while another jail may be allowed to use System V IPC. You can download the kernel patches and utilities for Jail NG from his website at: .
diff --git a/en_US.ISO8859-1/books/developers-handbook/kerneldebug/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/kerneldebug/chapter.sgml index c91c3420e5..844176f629 100644 --- a/en_US.ISO8859-1/books/developers-handbook/kerneldebug/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/kerneldebug/chapter.sgml @@ -1,649 +1,649 @@ Kernel Debugging Contributed by &a.paul; and &a.joerg; - + Debugging a Kernel Crash Dump with <command>gdb</command> Here are some instructions for getting kernel debugging working on a crash dump. They assume that you have enough swap space for a crash dump. Typically you want to specify one of the swap devices specified in /etc/fstab. Dumps to non-swap devices, tapes for example, are currently not supported. Use the &man.dumpon.8; command to tell the kernel where to dump to (note that this will have to be done after configuring the partition in question as swap space via &man.swapon.8;). This is normally arranged by setting the dumpdev variable in /etc/rc.conf. Alternatively, you can hard-code the dump device via the dump clause in the config line of your kernel configuration file. This approach is deprecated and should be used only if you want a crash dump from a kernel that crashes during booting. In the following, the term gdb refers to the debugger gdb run in kernel debug mode. This can be accomplished by starting the gdb with the option . In kernel debug mode, gdb changes its prompt to (kgdb). If you are using FreeBSD 3 or earlier, you should make a stripped copy of the debug kernel, rather than installing the large debug kernel itself: &prompt.root; cp kernel kernel.debug &prompt.root; strip -g kernel This stage is not necessary, but it is recommended. (In FreeBSD 4 and later releases this step is performed automatically at the end of the kernel make process.) When the kernel has been stripped, either automatically or by using the commands above, you may install it as usual by typing make install. Note that older releases of FreeBSD (up to but not including 3.1) used a.out kernels by default, which must have their symbol tables permanently resident in physical memory. With the larger symbol table in an unstripped debug kernel, this is wasteful. Recent FreeBSD releases use ELF kernels where this is no longer a problem. If you are testing a new kernel, for example by typing the new kernel's name at the boot prompt, but need to boot a different one in order to get your system up and running again, boot it only into single user state using the flag at the boot prompt, and then perform the following steps: &prompt.root; fsck -p &prompt.root; mount -a -t ufs # so your filesystem for /var/crash is writable &prompt.root; savecore -N /kernel.panicked /var/crash &prompt.root; exit # ...to multi-user This instructs &man.savecore.8; to use another kernel for symbol name extraction. It would otherwise default to the currently running kernel and most likely not do anything at all since the crash dump and the kernel symbols differ. Now, after a crash dump, go to /sys/compile/WHATEVER and run gdb . From gdb do: symbol-file kernel.debug exec-file /var/crash/kernel.0 core-file /var/crash/vmcore.0 and voila, you can debug the crash dump using the kernel sources just like you can for any other program. Here is a script log of a gdb session illustrating the procedure. Long lines have been folded to improve readability, and the lines are numbered for reference. Despite this, it is a real-world error trace taken during the development of the pcvt console driver. 1:Script started on Fri Dec 30 23:15:22 1994 2:&prompt.root; cd /sys/compile/URIAH 3:&prompt.root; gdb -k kernel /var/crash/vmcore.1 4:Reading symbol data from /usr/src/sys/compile/URIAH/kernel ...done. 5:IdlePTD 1f3000 6:panic: because you said to! 7:current pcb at 1e3f70 8:Reading in symbols for ../../i386/i386/machdep.c...done. 9:(kgdb) where 10:#0 boot (arghowto=256) (../../i386/i386/machdep.c line 767) 11:#1 0xf0115159 in panic () 12:#2 0xf01955bd in diediedie () (../../i386/i386/machdep.c line 698) 13:#3 0xf010185e in db_fncall () 14:#4 0xf0101586 in db_command (-266509132, -266509516, -267381073) 15:#5 0xf0101711 in db_command_loop () 16:#6 0xf01040a0 in db_trap () 17:#7 0xf0192976 in kdb_trap (12, 0, -272630436, -266743723) 18:#8 0xf019d2eb in trap_fatal (...) 19:#9 0xf019ce60 in trap_pfault (...) 20:#10 0xf019cb2f in trap (...) 21:#11 0xf01932a1 in exception:calltrap () 22:#12 0xf0191503 in cnopen (...) 23:#13 0xf0132c34 in spec_open () 24:#14 0xf012d014 in vn_open () 25:#15 0xf012a183 in open () 26:#16 0xf019d4eb in syscall (...) 27:(kgdb) up 10 28:Reading in symbols for ../../i386/i386/trap.c...done. 29:#10 0xf019cb2f in trap (frame={tf_es = -260440048, tf_ds = 16, tf_\ 30:edi = 3072, tf_esi = -266445372, tf_ebp = -272630356, tf_isp = -27\ 31:2630396, tf_ebx = -266427884, tf_edx = 12, tf_ecx = -266427884, tf\ 32:_eax = 64772224, tf_trapno = 12, tf_err = -272695296, tf_eip = -26\ 33:6672343, tf_cs = -266469368, tf_eflags = 66066, tf_esp = 3072, tf_\ 34:ss = -266427884}) (../../i386/i386/trap.c line 283) 35:283 (void) trap_pfault(&frame, FALSE); 36:(kgdb) frame frame->tf_ebp frame->tf_eip 37:Reading in symbols for ../../i386/isa/pcvt/pcvt_drv.c...done. 38:#0 0xf01ae729 in pcopen (dev=3072, flag=3, mode=8192, p=(struct p\ 39:roc *) 0xf07c0c00) (../../i386/isa/pcvt/pcvt_drv.c line 403) 40:403 return ((*linesw[tp->t_line].l_open)(dev, tp)); 41:(kgdb) list 42:398 43:399 tp->t_state |= TS_CARR_ON; 44:400 tp->t_cflag |= CLOCAL; /* cannot be a modem (:-) */ 45:401 46:402 #if PCVT_NETBSD || (PCVT_FREEBSD >= 200) 47:403 return ((*linesw[tp->t_line].l_open)(dev, tp)); 48:404 #else 49:405 return ((*linesw[tp->t_line].l_open)(dev, tp, flag)); 50:406 #endif /* PCVT_NETBSD || (PCVT_FREEBSD >= 200) */ 51:407 } 52:(kgdb) print tp 53:Reading in symbols for ../../i386/i386/cons.c...done. 54:$1 = (struct tty *) 0x1bae 55:(kgdb) print tp->t_line 56:$2 = 1767990816 57:(kgdb) up 58:#1 0xf0191503 in cnopen (dev=0x00000000, flag=3, mode=8192, p=(st\ 59:ruct proc *) 0xf07c0c00) (../../i386/i386/cons.c line 126) 60: return ((*cdevsw[major(dev)].d_open)(dev, flag, mode, p)); 61:(kgdb) up 62:#2 0xf0132c34 in spec_open () 63:(kgdb) up 64:#3 0xf012d014 in vn_open () 65:(kgdb) up 66:#4 0xf012a183 in open () 67:(kgdb) up 68:#5 0xf019d4eb in syscall (frame={tf_es = 39, tf_ds = 39, tf_edi =\ 69: 2158592, tf_esi = 0, tf_ebp = -272638436, tf_isp = -272629788, tf\ 70:_ebx = 7086, tf_edx = 1, tf_ecx = 0, tf_eax = 5, tf_trapno = 582, \ 71:tf_err = 582, tf_eip = 75749, tf_cs = 31, tf_eflags = 582, tf_esp \ 72:= -272638456, tf_ss = 39}) (../../i386/i386/trap.c line 673) 73:673 error = (*callp->sy_call)(p, args, rval); 74:(kgdb) up 75:Initial frame selected; you cannot go up. 76:(kgdb) quit 77:&prompt.root; exit 78:exit 79: 80:Script done on Fri Dec 30 23:18:04 1994 Comments to the above script: line 6: This is a dump taken from within DDB (see below), hence the panic comment because you said to!, and a rather long stack trace; the initial reason for going into DDB has been a page fault trap though. line 20: This is the location of function trap() in the stack trace. line 36: Force usage of a new stack frame; this is no longer necessary. The stack frames are supposed to point to the right locations now, even in case of a trap. From looking at the code in source line 403, there is a high probability that either the pointer access for tp was messed up, or the array access was out of bounds. line 52: The pointer looks suspicious, but happens to be a valid address. line 56: However, it obviously points to garbage, so we have found our error! (For those unfamiliar with that particular piece of code: tp->t_line refers to the line discipline of the console device here, which must be a rather small integer number.) - + Debugging a Crash Dump with DDD Examining a kernel crash dump with a graphical debugger like ddd is also possible (you will need to install the devel/ddd port in order to use the ddd debugger). Add the option to the ddd command line you would use normally. For example; &prompt.root; ddd -k /var/crash/kernel.0 /var/crash/vmcore.0 You should then be able to go about looking at the crash dump using ddd's graphical interface. - + Post-Mortem Analysis of a Dump What do you do if a kernel dumped core but you did not expect it, and it is therefore not compiled using config -g? Not everything is lost here. Do not panic! Of course, you still need to enable crash dumps. See above for the options you have to specify in order to do this. Go to your kernel config directory (/usr/src/sys/arch/conf) and edit your configuration file. Uncomment (or add, if it does not exist) the following line: makeoptions DEBUG=-g #Build kernel with gdb(1) debug symbols Rebuild the kernel. Due to the time stamp change on the Makefile, some other object files will be rebuilt, for example trap.o. With a bit of luck, the added option will not change anything for the generated code, so you will finally get a new kernel with similar code to the faulting one but some debugging symbols. You should at least verify the old and new sizes with the &man.size.1; command. If there is a mismatch, you probably need to give up here. Go and examine the dump as described above. The debugging symbols might be incomplete for some places, as can be seen in the stack trace in the example above where some functions are displayed without line numbers and argument lists. If you need more debugging symbols, remove the appropriate object files, recompile the kernel again and repeat the gdb session until you know enough. All this is not guaranteed to work, but it will do it fine in most cases. - + On-Line Kernel Debugging Using DDB While gdb as an off-line debugger provides a very high level of user interface, there are some things it cannot do. The most important ones being breakpointing and single-stepping kernel code. If you need to do low-level debugging on your kernel, there is an on-line debugger available called DDB. It allows setting of breakpoints, single-stepping kernel functions, examining and changing kernel variables, etc. However, it cannot access kernel source files, and only has access to the global and static symbols, not to the full debug information like gdb does. To configure your kernel to include DDB, add the option line options DDB to your config file, and rebuild. (See The FreeBSD Handbook for details on configuring the FreeBSD kernel). If you have an older version of the boot blocks, your debugger symbols might not be loaded at all. Update the boot blocks; the recent ones load the DDB symbols automagically. Once your DDB kernel is running, there are several ways to enter DDB. The first, and earliest way is to type the boot flag right at the boot prompt. The kernel will start up in debug mode and enter DDB prior to any device probing. Hence you can even debug the device probe/attach functions. The second scenario is to drop to the debugger once the system has booted. There are two simple ways to accomplish this. If you would like to break to the debugger from the command prompt, simply type the command: &prompt.root; sysctl debug.enter_debugger=ddb Alternatively, if you are at the system console, you may use a hot-key on the keyboard. The default break-to-debugger sequence is Ctrl AltESC. For syscons, this sequence can be remapped and some of the distributed maps out there do this, so check to make sure you know the right sequence to use. There is an option available for serial consoles that allows the use of a serial line BREAK on the console line to enter DDB (options BREAK_TO_DEBUGGER in the kernel config file). It is not the default since there are a lot of serial adapters around that gratuitously generate a BREAK condition, for example when pulling the cable. The third way is that any panic condition will branch to DDB if the kernel is configured to use it. For this reason, it is not wise to configure a kernel with DDB for a machine running unattended. The DDB commands roughly resemble some gdb commands. The first thing you probably need to do is to set a breakpoint: b function-name b address Numbers are taken hexadecimal by default, but to make them distinct from symbol names; hexadecimal numbers starting with the letters a-f need to be preceded with 0x (this is optional for other numbers). Simple expressions are allowed, for example: function-name + 0x103. To continue the operation of an interrupted kernel, simply type: c To get a stack trace, use: trace Note that when entering DDB via a hot-key, the kernel is currently servicing an interrupt, so the stack trace might be not of much use to you. If you want to remove a breakpoint, use del del address-expression The first form will be accepted immediately after a breakpoint hit, and deletes the current breakpoint. The second form can remove any breakpoint, but you need to specify the exact address; this can be obtained from: show b To single-step the kernel, try: s This will step into functions, but you can make DDB trace them until the matching return statement is reached by: n This is different from gdb's next statement; it is like gdb's finish. To examine data from memory, use (for example): x/wx 0xf0133fe0,40 x/hd db_symtab_space x/bc termbuf,10 x/s stringbuf for word/halfword/byte access, and hexadecimal/decimal/character/ string display. The number after the comma is the object count. To display the next 0x10 items, simply use: x ,10 Similarly, use x/ia foofunc,10 to disassemble the first 0x10 instructions of foofunc, and display them along with their offset from the beginning of foofunc. To modify memory, use the write command: w/b termbuf 0xa 0xb 0 w/w 0xf0010030 0 0 The command modifier (b/h/w) specifies the size of the data to be written, the first following expression is the address to write to and the remainder is interpreted as data to write to successive memory locations. If you need to know the current registers, use: show reg Alternatively, you can display a single register value by e.g. p $eax and modify it by: set $eax new-value Should you need to call some kernel functions from DDB, simply say: call func(arg1, arg2, ...) The return value will be printed. For a &man.ps.1; style summary of all running processes, use: ps Now you have examined why your kernel failed, and you wish to reboot. Remember that, depending on the severity of previous malfunctioning, not all parts of the kernel might still be working as expected. Perform one of the following actions to shut down and reboot your system: panic This will cause your kernel to dump core and reboot, so you can later analyze the core on a higher level with gdb. This command usually must be followed by another continue statement. call boot(0) Which might be a good way to cleanly shut down the running system, sync() all disks, and finally reboot. As long as the disk and filesystem interfaces of the kernel are not damaged, this might be a good way for an almost clean shutdown. call cpu_reset() This is the final way out of disaster and almost the same as hitting the Big Red Button. If you need a short command summary, simply type: help However, it is highly recommended to have a printed copy of the &man.ddb.4; manual page ready for a debugging session. Remember that it is hard to read the on-line manual while single-stepping the kernel. - + On-Line Kernel Debugging Using Remote GDB This feature has been supported since FreeBSD 2.2, and it is actually a very neat one. GDB has already supported remote debugging for a long time. This is done using a very simple protocol along a serial line. Unlike the other methods described above, you will need two machines for doing this. One is the host providing the debugging environment, including all the sources, and a copy of the kernel binary with all the symbols in it, and the other one is the target machine that simply runs a similar copy of the very same kernel (but stripped of the debugging information). You should configure the kernel in question with config -g, include into the configuration, and compile it as usual. This gives a large binary, due to the debugging information. Copy this kernel to the target machine, strip the debugging symbols off with strip -x, and boot it using the boot option. Connect the serial line of the target machine that has "flags 080" set on its sio device to any serial line of the debugging host. Now, on the debugging machine, go to the compile directory of the target kernel, and start gdb: &prompt.user; gdb -k kernel GDB is free software and you are welcome to distribute copies of it under certain conditions; type "show copying" to see the conditions. There is absolutely no warranty for GDB; type "show warranty" for details. GDB 4.16 (i386-unknown-freebsd), Copyright 1996 Free Software Foundation, Inc... (kgdb) Initialize the remote debugging session (assuming the first serial port is being used) by: (kgdb) target remote /dev/cuaa0 Now, on the target host (the one that entered DDB right before even starting the device probe), type: Debugger("Boot flags requested debugger") Stopped at Debugger+0x35: movb $0, edata+0x51bc db> gdb DDB will respond with: Next trap will enter GDB remote protocol mode Every time you type gdb, the mode will be toggled between remote GDB and local DDB. In order to force a next trap immediately, simply type s (step). Your hosting GDB will now gain control over the target kernel: Remote debugging using /dev/cuaa0 Debugger (msg=0xf01b0383 "Boot flags requested debugger") at ../../i386/i386/db_interface.c:257 (kgdb) You can use this session almost as any other GDB session, including full access to the source, running it in gud-mode inside an Emacs window (which gives you an automatic source code display in another Emacs window), etc. - + Debugging Loadable Modules Using GDB When debugging a panic that occurred within a module, or using remote GDB against a machine that uses dynamic modules, you need to tell GDB how to obtain symbol information for those modules. First, you need to build the module(s) with debugging information: &prompt.root; cd /sys/modules/linux &prompt.root; make clean; make COPTS=-g If you are using remote GDB, you can run kldstat on the target machine to find out where the module was loaded: &prompt.root; kldstat Id Refs Address Size Name 1 4 0xc0100000 1c1678 kernel 2 1 0xc0a9e000 6000 linprocfs.ko 3 1 0xc0ad7000 2000 warp_saver.ko 4 1 0xc0adc000 11000 linux.ko If you are debugging a crash dump, you will need to walk the linker_files list, starting at linker_files->tqh_first and following the link.tqe_next pointers until you find the entry with the filename you are looking for. The address member of that entry is the load address of the module. Next, you need to find out the offset of the text section within the module: &prompt.root; objdump --section-headers /sys/modules/linux/linux.ko | grep text 3 .rel.text 000016e0 000038e0 000038e0 000038e0 2**2 10 .text 00007f34 000062d0 000062d0 000062d0 2**2 The one you want is the .text section, section 10 in the above example. The fourth hexadecimal field (sixth field overall) is the offset of the text section within the file. Add this offset to the load address of the module to obtain the relocation address for the module's code. In our example, we get 0xc0adc000 + 0x62d0 = 0xc0ae22d0. Use the add-symbol-file command in GDB to tell the debugger about the module: (kgdb) add-symbol-file /sys/modules/linux/linux.ko 0xc0ae22d0 add symbol table from file "/sys/modules/linux/linux.ko" at text_addr = 0xc0ae22d0? (y or n) y Reading symbols from /sys/modules/linux/linux.ko...done. (kgdb) You should now have access to all the symbols in the module. - + Debugging a Console Driver Since you need a console driver to run DDB on, things are more complicated if the console driver itself is failing. You might remember the use of a serial console (either with modified boot blocks, or by specifying at the Boot: prompt), and hook up a standard terminal onto your first serial port. DDB works on any configured console driver, including a serial console. diff --git a/en_US.ISO8859-1/books/developers-handbook/kobj/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/kobj/chapter.sgml index f8fd4d9851..b2ef1f689b 100644 --- a/en_US.ISO8859-1/books/developers-handbook/kobj/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/kobj/chapter.sgml @@ -1,298 +1,298 @@ Kernel Objects Kernel Objects, or Kobj provides an object-oriented C programming system for the kernel. As such the data being operated on carries the description of how to operate on it. This allows operations to be added and removed from an interface at run time and without breaking binary compatibility. - + Terminology Object A set of data - data structure - data allocation. Method An operation - function. Class One or more methods. Interface A standard set of one or more methods. - + Kobj Operation Kobj works by generating descriptions of methods. Each description holds a unique id as well as a default function. The description's address is used to uniquely identify the method within a class' method table. A class is built by creating a method table associating one or more functions with method descriptions. Before use the class is compiled. The compilation allocates a cache and associates it with the class. A unique id is assigned to each method description within the method table of the class if not already done so by another referencing class compilation. For every method to be used a function is generated by script to qualify arguments and automatically reference the method description for a lookup. The generated function looks up the method by using the unique id associated with the method description as a hash into the cache associated with the object's class. If the method is not cached the generated function proceeds to use the class' table to find the method. If the method is found then the associated function within the class is used; otherwise, the default function associated with the method description is used. These indirections can be visualized as the following: object->cache<->class - + Using Kobj Structures struct kobj_method Functions void kobj_class_compile(kobj_class_t cls); void kobj_class_compile_static(kobj_class_t cls, kobj_ops_t ops); void kobj_class_free(kobj_class_t cls); kobj_t kobj_create(kobj_class_t cls, struct malloc_type *mtype, int mflags); void kobj_init(kobj_t obj, kobj_class_t cls); void kobj_delete(kobj_t obj, struct malloc_type *mtype); Macros KOBJ_CLASS_FIELDS KOBJ_FIELDS DEFINE_CLASS(name, methods, size) KOBJMETHOD(NAME, FUNC) Headers <sys/param.h> <sys/kobj.h> Creating an interface template The first step in using Kobj is to create an Interface. Creating the interface involves creating a template that the script src/sys/kern/makeobjops.pl can use to generate the header and code for the method declarations and method lookup functions. Within this template the following keywords are used: #include, INTERFACE, CODE, METHOD, STATICMETHOD, and DEFAULT. The #include statement and what follows it is copied verbatim to the head of the generated code file. For example: #include <sys/foo.h> The INTERFACE keyword is used to define the interface name. This name is concatenated with each method name as [interface name]_[method name]. Its syntax is INTERFACE [interface name];. For example: INTERFACE foo; The CODE keyword copies its arguments verbatim into the code file. Its syntax is CODE { [whatever] }; For example: CODE { struct foo * foo_alloc_null(struct bar *) { return NULL; } }; The METHOD keyword describes a method. Its syntax is METHOD [return type] [method name] { [object [, arguments]] }; For example: METHOD int bar { struct object *; struct foo *; struct bar; }; The DEFAULT keyword may follow the METHOD keyword. It extends the METHOD key word to include the default function for method. The extended syntax is METHOD [return type] [method name] { [object; [other arguments]] }DEFAULT [default function]; For example: METHOD int bar { struct object *; struct foo *; int bar; } DEFAULT foo_hack; The STATICMETHOD keyword is used like the METHOD keyword except the kobj data is not at the head of the object structure so casting to kobj_t would be incorrect. Instead STATICMETHOD relies on the Kobj data being referenced as 'ops'. This is also useful for calling methods directly out of a class's method table. Other complete examples: src/sys/kern/bus_if.m src/sys/kern/device_if.m Creating a Class The second step in using Kobj is to create a class. A class consists of a name, a table of methods, and the size of objects if Kobj's object handling facilities are used. To create the class use the macro DEFINE_CLASS(). To create the method table create an array of kobj_method_t terminated by a NULL entry. Each non-NULL entry may be created using the macro KOBJMETHOD(). For example: DEFINE_CLASS(fooclass, foomethods, sizeof(struct foodata)); kobj_method_t foomethods[] = { KOBJMETHOD(bar_doo, foo_doo), KOBJMETHOD(bar_foo, foo_foo), { NULL, NULL} }; The class must be compiled. Depending on the state of the system at the time that the class is to be initialized a statically allocated cache, ops table have to be used. This can be accomplished by declaring a struct kobj_ops and using kobj_class_compile_static(); otherwise, kobj_class_compile() should be used. Creating an Object The third step in using Kobj involves how to define the object. Kobj object creation routines assume that Kobj data is at the head of an object. If this in not appropriate you will have to allocate the object yourself and then use kobj_init() on the Kobj portion of it; otherwise, you may use kobj_create() to allocate and initialize the Kobj portion of the object automatically. kobj_init() may also be used to change the class that an object uses. To integrate Kobj into the object you should use the macro KOBJ_FIELDS. For example struct foo_data { KOBJ_FIELDS; foo_foo; foo_bar; }; Calling Methods The last step in using Kobj is to simply use the generated functions to use the desired method within the object's class. This is as simple as using the interface name and the method name with a few modifications. The interface name should be concatenated with the method name using a '_' between them, all in upper case. For example, if the interface name was foo and the method was bar then the call would be: [return value = ] FOO_BAR(object [, other parameters]); Cleaning Up When an object allocated through kobj_create() is no longer needed kobj_delete() may be called on it, and when a class is no longer being used kobj_class_free() may be called on it. diff --git a/en_US.ISO8859-1/books/developers-handbook/l10n/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/l10n/chapter.sgml index bd31ac41c0..80e8686485 100644 --- a/en_US.ISO8859-1/books/developers-handbook/l10n/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/l10n/chapter.sgml @@ -1,82 +1,82 @@ Localization and Internationalization - L10N and I18N - + Programming I18N Compliant Applications Qt GTK To make your application more useful for speakers of other languages, we hope that you will program I18N compliant. The GNU gcc compiler and GUI libraries like QT and GTK support I18N through special handling of strings. Making a program I18N compliant is very easy. It allows contributors to port your application to other languages quickly. Refer to the library specific I18N documentation for more details. In contrast with common perception, I18N compliant code is easy to write. Usually, it only involves wrapping your strings with library specific functions. In addition, please be sure to allow for wide or multibyte character support. A Call to Unify the I18N Effort It has come to our attention that the individual I18N/L10N efforts for each country has been repeating each others' efforts. Many of us have been reinventing the wheel repeatedly and inefficiently. We hope that the various major groups in I18N could congregate into a group effort similar to the Core Team's responsibility. Currently, we hope that, when you write or port I18N programs, you would send it out to each country's related FreeBSD mailing list for testing. In the future, we hope to create applications that work in all the languages out-of-the-box without dirty hacks. The &a.i18n; has been established. If you are an I18N/L10N developer, please send your comments, ideas, questions, and anything you deem related to it. Michael C. Wu will be maintaining an I18N works in progress homepage at http://www.FreeBSD.org/~keichii/i18n/index.html Please also read the BSDCon2000 I18N paper and presentations by Clive Lin, Chia-Liang Kao, and Michael C. Wu at http://www.FreeBSD.org/~keichii/papers/ Perl and Python Perl Python Perl and Python have I18N and wide character handling libraries. Please use them for I18N compliance. In older FreeBSD versions, Perl may give warnings about not having a wide character locale installed on your system. You can set the environment variable LD_PRELOAD to /usr/lib/libxpg4.so in your shell. In sh-based shells: LD_PRELOAD=/usr/lib/libxpg4.so In C-based shells: setenv LD_PRELOAD /usr/lib/libxpg4.so diff --git a/en_US.ISO8859-1/books/developers-handbook/locking/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/locking/chapter.sgml index 00501a8d2f..e604ef443b 100644 --- a/en_US.ISO8859-1/books/developers-handbook/locking/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/locking/chapter.sgml @@ -1,333 +1,333 @@ Locking Notes This chapter is maintained by the FreeBSD SMP Next Generation Project. Please direct any comments or suggestions to its &a.smp;. This document outlines the locking used in the FreeBSD kernel to permit effective multi-processing within the kernel. Locking can be achieved via several means. Data structures can be protected by mutexes or &man.lockmgr.9; locks. A few variables are protected simply by always using atomic operations to access them. - + Mutexes A mutex is simply a lock used to guarantee mutual exclusion. Specifically, a mutex may only be owned by one entity at a time. If another entity wishes to obtain a mutex that is already owned, it must wait until the mutex is released. In the FreeBSD kernel, mutexes are owned by processes. Mutexes may be recursively acquired, but they are intended to be held for a short period of time. Specifically, one may not sleep while holding a mutex. If you need to hold a lock across a sleep, use a &man.lockmgr.9; lock. Each mutex has several properties of interest: Variable Name The name of the struct mtx variable in the kernel source. Logical Name The name of the mutex assigned to it by mtx_init. This name is displayed in KTR trace messages and witness errors and warnings and is used to distinguish mutexes in the witness code. Type The type of the mutex in terms of the MTX_* flags. The meaning for each flag is related to its meaning as documented in &man.mutex.9;. MTX_DEF A sleep mutex MTX_SPIN A spin mutex MTX_COLD This mutex is initialized very early. Thus, it must be declared via MUTEX_DECLARE, and the MTX_COLD flag must be passed to mtx_init. MTX_TOPHALF This spin mutex does not disable interrupts. MTX_NORECURSE This mutex is not allowed to recurse. Protectees A list of data structures or data structure members that this entry protects. For data structure members, the name will be in the form of Dependent Functions Functions that can only be called if this mutex is held. Mutex List Variable Name Logical Name Type Protectees Dependent Functions sched_lock sched lock MTX_SPIN | MTX_COLD _gmonparam, cnt.v_swtch, cp_time, curpriority, P_PROFIL XXX, P_INMEM, P_SINTR, P_TIMEOUT, P_SWAPINREQ XXX, P_INMEN XXX), p_prof/, p_ru/, statclock), pscnt, slpque, itqueuebits, itqueues, rtqueuebits, rtqueues, queuebits, queues, idqueuebits, idqueues, switchtime, setrunqueue, remrunqueue, mi_switch, chooseproc, schedclock, resetpriority, updatepri, maybe_resched, cpu_switch, cpu_throw vm86pcb_lock vm86pcb lock MTX_DEF | MTX_COLD vm86pcb vm86_bioscall Giant Giant MTX_DEF | MTX_COLD nearly everything lots callout_lock callout lock MTX_SPIN callfree, callwheel, nextsoftcheck, softticks, ticks
- + Lock Manager Locks Locks that are provided via the &man.lockmgr.9; interface are lock manager locks. These locks are reader-writer locks and may be held by a sleeping process. &man.lockmgr.9; Lock List Variable Name Protectees allproc_lock allproc zombproc pidhashtbl nextpid proctree_lock
- + Atomically Protected Variables An atomically protected variable is a special variable that is not protected by an explicit lock. Instead, all data accesses to the variables use special atomic operations as described in &man.atomic.9;. Very few variables are treated this way, although other synchronization primitives such as mutexes are implemented with atomically protected variables. astpending
diff --git a/en_US.ISO8859-1/books/developers-handbook/pci/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/pci/chapter.sgml index 15146dc9e9..c422ec49d3 100644 --- a/en_US.ISO8859-1/books/developers-handbook/pci/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/pci/chapter.sgml @@ -1,369 +1,369 @@ PCI Devices This chapter will talk about the FreeBSD mechanisms for writing a device driver for a device on a PCI bus. - + Probe and Attach Information here about how the PCI bus code iterates through the unattached devices and see if a newly loaded kld will attach to any of them. /* * Simple KLD to play with the PCI functions. * * Murray Stokely */ #define MIN(a,b) (((a) < (b)) ? (a) : (b)) #include <sys/types.h> #include <sys/module.h> #include <sys/systm.h> /* uprintf */ #include <sys/errno.h> #include <sys/param.h> /* defines used in kernel.h */ #include <sys/kernel.h> /* types used in module initialization */ #include <sys/conf.h> /* cdevsw struct */ #include <sys/uio.h> /* uio struct */ #include <sys/malloc.h> #include <sys/bus.h> /* structs, prototypes for pci bus stuff */ #include <pci/pcivar.h> /* For get_pci macros! */ /* Function prototypes */ d_open_t mypci_open; d_close_t mypci_close; d_read_t mypci_read; d_write_t mypci_write; /* Character device entry points */ static struct cdevsw mypci_cdevsw = { mypci_open, mypci_close, mypci_read, mypci_write, noioctl, nopoll, nommap, nostrategy, "mypci", 36, /* reserved for lkms - /usr/src/sys/conf/majors */ nodump, nopsize, D_TTY, -1 }; /* vars */ static dev_t sdev; /* We're more interested in probe/attach than with open/close/read/write at this point */ int mypci_open(dev_t dev, int oflags, int devtype, struct proc *p) { int err = 0; uprintf("Opened device \"mypci\" successfully.\n"); return(err); } int mypci_close(dev_t dev, int fflag, int devtype, struct proc *p) { int err=0; uprintf("Closing device \"mypci.\"\n"); return(err); } int mypci_read(dev_t dev, struct uio *uio, int ioflag) { int err = 0; uprintf("mypci read!\n"); return err; } int mypci_write(dev_t dev, struct uio *uio, int ioflag) { int err = 0; uprintf("mypci write!\n"); return(err); } /* PCI Support Functions */ /* * Return identification string if this is device is ours. */ static int mypci_probe(device_t dev) { uprintf("MyPCI Probe\n" "Vendor ID : 0x%x\n" "Device ID : 0x%x\n",pci_get_vendor(dev),pci_get_device(dev)); if (pci_get_vendor(dev) == 0x11c1) { uprintf("We've got the Winmodem, probe successful!\n"); return 0; } return ENXIO; } /* Attach function is only called if the probe is successful */ static int mypci_attach(device_t dev) { uprintf("MyPCI Attach for : deviceID : 0x%x\n",pci_get_vendor(dev)); sdev = make_dev(&mypci_cdevsw, 0, UID_ROOT, GID_WHEEL, 0600, "mypci"); uprintf("Mypci device loaded.\n"); return ENXIO; } /* Detach device. */ static int mypci_detach(device_t dev) { uprintf("Mypci detach!\n"); return 0; } /* Called during system shutdown after sync. */ static int mypci_shutdown(device_t dev) { uprintf("Mypci shutdown!\n"); return 0; } /* * Device suspend routine. */ static int mypci_suspend(device_t dev) { uprintf("Mypci suspend!\n"); return 0; } /* * Device resume routine. */ static int mypci_resume(device_t dev) { uprintf("Mypci resume!\n"); return 0; } static device_method_t mypci_methods[] = { /* Device interface */ DEVMETHOD(device_probe, mypci_probe), DEVMETHOD(device_attach, mypci_attach), DEVMETHOD(device_detach, mypci_detach), DEVMETHOD(device_shutdown, mypci_shutdown), DEVMETHOD(device_suspend, mypci_suspend), DEVMETHOD(device_resume, mypci_resume), { 0, 0 } }; static driver_t mypci_driver = { "mypci", mypci_methods, 0, /* sizeof(struct mypci_softc), */ }; static devclass_t mypci_devclass; DRIVER_MODULE(mypci, pci, mypci_driver, mypci_devclass, 0, 0); Additional Resources PCI Special Interest Group PCI System Architecture, Fourth Edition by Tom Shanley, et al. - + Bus Resources FreeBSD provides an object-oriented mechanism for requesting resources from a parent bus. Almost all devices will be a child member of some sort of bus (PCI, ISA, USB, SCSI, etc) and these devices need to acquire resources from their parent bus (such as memory segments, interrupt lines, or DMA channels). Base Address Registers To do anything particularly useful with a PCI device you will need to obtain the Base Address Registers (BARs) from the PCI Configuration space. The PCI-specific details of obtaining the BAR is abstracted in the bus_alloc_resource() function. For example, a typical driver might have something similar to this in the attach() function: sc->bar0id = 0x10; sc->bar0res = bus_alloc_resource(dev, SYS_RES_MEMORY, &(sc->bar0id), 0, ~0, 1, RF_ACTIVE); if (sc->bar0res == NULL) { uprintf("Memory allocation of PCI base register 0 failed!\n"); error = ENXIO; goto fail1; } sc->bar1id = 0x14; sc->bar1res = bus_alloc_resource(dev, SYS_RES_MEMORY, &(sc->bar1id), 0, ~0, 1, RF_ACTIVE); if (sc->bar1res == NULL) { uprintf("Memory allocation of PCI base register 1 failed!\n"); error = ENXIO; goto fail2; } sc->bar0_bt = rman_get_bustag(sc->bar0res); sc->bar0_bh = rman_get_bushandle(sc->bar0res); sc->bar1_bt = rman_get_bustag(sc->bar1res); sc->bar1_bh = rman_get_bushandle(sc->bar1res); Handles for each base address register are kept in the softc structure so that they can be used to write to the device later. These handles can then be used to read or write from the device registers with the bus_space_* functions. For example, a driver might contain a shorthand function to read from a board specific register like this: uint16_t board_read(struct ni_softc *sc, uint16_t address) { return bus_space_read_2(sc->bar1_bt, sc->bar1_bh, address); } Similarly, one could write to the registers with: void board_write(struct ni_softc *sc, uint16_t address, uint16_t value) { bus_space_write_2(sc->bar1_bt, sc->bar1_bh, address, value); } These functions exist in 8bit, 16bit, and 32bit versions and you should use bus_space_{read|write}_{1|2|4} accordingly. Interrupts Interrupts are allocated from the object-oriented bus code in a way similar to the memory resources. First an IRQ resource must be allocated from the parent bus, and then the interrupt handler must be setup to deal with this IRQ. Again, a sample from a device attach() function says more than words. /* Get the IRQ resource */ sc->irqid = 0x0; sc->irqres = bus_alloc_resource(dev, SYS_RES_IRQ, &(sc->irqid), 0, ~0, 1, RF_SHAREABLE | RF_ACTIVE); if (sc->irqres == NULL) { uprintf("IRQ allocation failed!\n"); error = ENXIO; goto fail3; } /* Now we should setup the interrupt handler */ error = bus_setup_intr(dev, sc->irqres, INTR_TYPE_MISC, my_handler, sc, &(sc->handler)); if (error) { printf("Couldn't set up irq\n"); goto fail4; } sc->irq_bt = rman_get_bustag(sc->irqres); sc->irq_bh = rman_get_bushandle(sc->irqres); DMA On the PC, peripherals that want to do bus-mastering DMA must deal with physical addresses. This is a problem since FreeBSD uses virtual memory and deals almost exclusively with virtual addresses. Fortunately, there is a function, vtophys() to help. #include <vm/vm.h> #include <vm/pmap.h> #define vtophys(virtual_address) (...) The solution is a bit different on the alpha however, and what we really want is a function called vtobus(). #if defined(__alpha__) #define vtobus(va) alpha_XXX_dmamap((vm_offset_t)va) #else #define vtobus(va) vtophys(va) #endif Deallocating Resources It is very important to deallocate all of the resources that were allocated during attach(). Care must be taken to deallocate the correct stuff even on a failure condition so that the system will remain usable while your driver dies. diff --git a/en_US.ISO8859-1/books/developers-handbook/scsi/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/scsi/chapter.sgml index fa00f66106..bfbb5e6bfb 100644 --- a/en_US.ISO8859-1/books/developers-handbook/scsi/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/scsi/chapter.sgml @@ -1,1983 +1,1983 @@ Common Access Method SCSI Controllers This chapter was written by &a.babkin; Modifications for the handbook made by &a.murray;. - + Synopsis This document assumes that the reader has a general understanding of device drivers in FreeBSD and of the SCSI protocol. Much of the information in this document was extracted from the drivers: ncr (/sys/pci/ncr.c) by Wolfgang Stanglmeier and Stefan Esser sym (/sys/pci/sym.c) by Gerard Roudier aic7xxx (/sys/dev/aic7xxx/aic7xxx.c) by Justin T. Gibbs and from the CAM code itself (by Justing T. Gibbs, see /sys/cam/*). When some solution looked the most logical and was essentially verbatim extracted from the code by Justin Gibbs, I marked it as recommended. The document is illustrated with examples in pseudo-code. Although sometimes the examples have many details and look like real code, it is still pseudo-code. It was written to demonstrate the concepts in an understandable way. For a real driver other approaches may be more modular and efficient. It also abstracts from the hardware details, as well as issues that would cloud the demonstrated concepts or that are supposed to be described in the other chapters of the developers handbook. Such details are commonly shown as calls to functions with descriptive names, comments or pseudo-statements. Fortunately real life full-size examples with all the details can be found in the real drivers. - + General architecture CAM stands for Common Access Method. It is a generic way to address the I/O buses in a SCSI-like way. This allows a separation of the generic device drivers from the drivers controlling the I/O bus: for example the disk driver becomes able to control disks on both SCSI, IDE, and/or any other bus so the disk driver portion does not have to be rewritten (or copied and modified) for every new I/O bus. Thus the two most important active entities are: Peripheral Modules - a driver for peripheral devices (disk, tape, CDROM, etc.) SCSI Interface Modules (SIM) - a Host Bus Adapter drivers for connecting to an I/O bus such as SCSI or IDE. A peripheral driver receives requests from the OS, converts them to a sequence of SCSI commands and passes these SCSI commands to a SCSI Interface Module. The SCSI Interface Module is responsible for passing these commands to the actual hardware (or if the actual hardware is not SCSI but, for example, IDE then also converting the SCSI commands to the native commands of the hardware). Because we are interested in writing a SCSI adapter driver here, from this point on we will consider everything from the SIM standpoint. A typical SIM driver needs to include the following CAM-related header files: #include <cam/cam.h> #include <cam/cam_ccb.h> #include <cam/cam_sim.h> #include <cam/cam_xpt_sim.h> #include <cam/cam_debug.h> #include <cam/scsi/scsi_all.h> The first thing each SIM driver must do is register itself with the CAM subsystem. This is done during the driver's xxx_attach() function (here and further xxx_ is used to denote the unique driver name prefix). The xxx_attach() function itself is called by the system bus auto-configuration code which we do not describe here. This is achieved in multiple steps: first it is necessary to allocate the queue of requests associated with this SIM: struct cam_devq *devq; if(( devq = cam_simq_alloc(SIZE) )==NULL) { error; /* some code to handle the error */ } Here SIZE is the size of the queue to be allocated, maximal number of requests it could contain. It is the number of requests that the SIM driver can handle in parallel on one SCSI card. Commonly it can be calculated as: SIZE = NUMBER_OF_SUPPORTED_TARGETS * MAX_SIMULTANEOUS_COMMANDS_PER_TARGET Next we create a descriptor of our SIM: struct cam_sim *sim; if(( sim = cam_sim_alloc(action_func, poll_func, driver_name, softc, unit, max_dev_transactions, max_tagged_dev_transactions, devq) )==NULL) { cam_simq_free(devq); error; /* some code to handle the error */ } Note that if we are not able to create a SIM descriptor we free the devq also because we can do nothing else with it and we want to conserve memory. If a SCSI card has multiple SCSI buses on it then each bus requires its own cam_sim structure. An interesting question is what to do if a SCSI card has more than one SCSI bus, do we need one devq structure per card or per SCSI bus? The answer given in the comments to the CAM code is: either way, as the driver's author prefers. The arguments are: action_func - pointer to the driver's xxx_action function. static void xxx_action struct cam_sim *sim, union ccb *ccb poll_func - pointer to the driver's xxx_poll() static void xxx_poll struct cam_sim *sim driver_name - the name of the actual driver, such as ncr or wds. softc - pointer to the driver's internal descriptor for this SCSI card. This pointer will be used by the driver in future to get private data. unit - the controller unit number, for example for controller wds0 this number will be 0 max_dev_transactions - maximal number of simultaneous transactions per SCSI target in the non-tagged mode. This value will be almost universally equal to 1, with possible exceptions only for the non-SCSI cards. Also the drivers that hope to take advantage by preparing one transaction while another one is executed may set it to 2 but this does not seem to be worth the complexity. max_tagged_dev_transactions - the same thing, but in the tagged mode. Tags are the SCSI way to initiate multiple transactions on a device: each transaction is assigned a unique tag and the transaction is sent to the device. When the device completes some transaction it sends back the result together with the tag so that the SCSI adapter (and the driver) can tell which transaction was completed. This argument is also known as the maximal tag depth. It depends on the abilities of the SCSI adapter. Finally we register the SCSI buses associated with our SCSI adapter: if(xpt_bus_register(sim, bus_number) != CAM_SUCCESS) { cam_sim_free(sim, /*free_devq*/ TRUE); error; /* some code to handle the error */ } If there is one devq structure per SCSI bus (i.e. we consider a card with multiple buses as multiple cards with one bus each) then the bus number will always be 0, otherwise each bus on the SCSI card should be get a distinct number. Each bus needs its own separate structure cam_sim. After that our controller is completely hooked to the CAM system. The value of devq can be discarded now: sim will be passed as an argument in all further calls from CAM and devq can be derived from it. CAM provides the framework for such asynchronous events. Some events originate from the lower levels (the SIM drivers), some events originate from the peripheral drivers, some events originate from the CAM subsystem itself. Any driver can register callbacks for some types of the asynchronous events, so that it would be notified if these events occur. A typical example of such an event is a device reset. Each transaction and event identifies the devices to which it applies by the means of path. The target-specific events normally occur during a transaction with this device. So the path from that transaction may be re-used to report this event (this is safe because the event path is copied in the event reporting routine but not deallocated nor passed anywhere further). Also it is safe to allocate paths dynamically at any time including the interrupt routines, although that incurs certain overhead, and a possible problem with this approach is that there may be no free memory at that time. For a bus reset event we need to define a wildcard path including all devices on the bus. So we can create the path for the future bus reset events in advance and avoid problems with the future memory shortage: struct cam_path *path; if(xpt_create_path(&path, /*periph*/NULL, cam_sim_path(sim), CAM_TARGET_WILDCARD, CAM_LUN_WILDCARD) != CAM_REQ_CMP) { xpt_bus_deregister(cam_sim_path(sim)); cam_sim_free(sim, /*free_devq*/TRUE); error; /* some code to handle the error */ } softc->wpath = path; softc->sim = sim; As you can see the path includes: ID of the peripheral driver (NULL here because we have none) ID of the SIM driver (cam_sim_path(sim)) SCSI target number of the device (CAM_TARGET_WILDCARD means all devices) SCSI LUN number of the subdevice (CAM_LUN_WILDCARD means all LUNs) If the driver can not allocate this path it will not be able to work normally, so in that case we dismantle that SCSI bus. And we save the path pointer in the softc structure for future use. After that we save the value of sim (or we can also discard it on the exit from xxx_probe() if we wish). That is all for a minimalistic initialization. To do things right there is one more issue left. For a SIM driver there is one particularly interesting event: when a target device is considered lost. In this case resetting the SCSI negotiations with this device may be a good idea. So we register a callback for this event with CAM. The request is passed to CAM by requesting CAM action on a CAM control block for this type of request: struct ccb_setasync csa; xpt_setup_ccb(&csa.ccb_h, path, /*priority*/5); csa.ccb_h.func_code = XPT_SASYNC_CB; csa.event_enable = AC_LOST_DEVICE; csa.callback = xxx_async; csa.callback_arg = sim; xpt_action((union ccb *)&csa); Now we take a look at the xxx_action() and xxx_poll() driver entry points. static void xxx_action struct cam_sim *sim, union ccb *ccb Do some action on request of the CAM subsystem. Sim describes the SIM for the request, CCB is the request itself. CCB stands for CAM Control Block. It is a union of many specific instances, each describing arguments for some type of transactions. All of these instances share the CCB header where the common part of arguments is stored. CAM supports the SCSI controllers working in both initiator (normal) mode and target (simulating a SCSI device) mode. Here we only consider the part relevant to the initiator mode. There are a few function and macros (in other words, methods) defined to access the public data in the struct sim: cam_sim_path(sim) - the path ID (see above) cam_sim_name(sim) - the name of the sim cam_sim_softc(sim) - the pointer to the softc (driver private data) structure cam_sim_unit(sim) - the unit number cam_sim_bus(sim) - the bus ID To identify the device, xxx_action() can get the unit number and pointer to its structure softc using these functions. The type of request is stored in ccb->ccb_h.func_code. So generally xxx_action() consists of a big switch: struct xxx_softc *softc = (struct xxx_softc *) cam_sim_softc(sim); struct ccb_hdr *ccb_h = &ccb->ccb_h; int unit = cam_sim_unit(sim); int bus = cam_sim_bus(sim); switch(ccb_h->func_code) { case ...: ... default: ccb_h->status = CAM_REQ_INVALID; xpt_done(ccb); break; } As can be seen from the default case (if an unknown command was received) the return code of the command is set into ccb->ccb_h.status and the completed CCB is returned back to CAM by calling xpt_done(ccb). xpt_done() does not have to be called from xxx_action(): For example an I/O request may be enqueued inside the SIM driver and/or its SCSI controller. Then when the device would post an interrupt signaling that the processing of this request is complete xpt_done() may be called from the interrupt handling routine. Actually, the CCB status is not only assigned as a return code but a CCB has some status all the time. Before CCB is passed to the xxx_action() routine it gets the status CCB_REQ_INPROG meaning that it is in progress. There are a surprising number of status values defined in /sys/cam/cam.h which should be able to represent the status of a request in great detail. More interesting yet, the status is in fact a bitwise or of an enumerated status value (the lower 6 bits) and possible additional flag-like bits (the upper bits). The enumerated values will be discussed later in more detail. The summary of them can be found in the Errors Summary section. The possible status flags are: CAM_DEV_QFRZN - if the SIM driver gets a serious error (for example, the device does not respond to the selection or breaks the SCSI protocol) when processing a CCB it should freeze the request queue by calling xpt_freeze_simq(), return the other enqueued but not processed yet CCBs for this device back to the CAM queue, then set this flag for the troublesome CCB and call xpt_done(). This flag causes the CAM subsystem to unfreeze the queue after it handles the error. CAM_AUTOSNS_VALID - if the device returned an error condition and the flag CAM_DIS_AUTOSENSE is not set in CCB the SIM driver must execute the REQUEST SENSE command automatically to extract the sense (extended error information) data from the device. If this attempt was successful the sense data should be saved in the CCB and this flag set. CAM_RELEASE_SIMQ - like CAM_DEV_QFRZN but used in case there is some problem (or resource shortage) with the SCSI controller itself. Then all the future requests to the controller should be stopped by xpt_freeze_simq(). The controller queue will be restarted after the SIM driver overcomes the shortage and informs CAM by returning some CCB with this flag set. CAM_SIM_QUEUED - when SIM puts a CCB into its request queue this flag should be set (and removed when this CCB gets dequeued before being returned back to CAM). This flag is not used anywhere in the CAM code now, so its purpose is purely diagnostic. The function xxx_action() is not allowed to sleep, so all the synchronization for resource access must be done using SIM or device queue freezing. Besides the aforementioned flags the CAM subsystem provides functions xpt_release_simq() and xpt_release_devq() to unfreeze the queues directly, without passing a CCB to CAM. The CCB header contains the following fields: path - path ID for the request target_id - target device ID for the request target_lun - LUN ID of the target device timeout - timeout interval for this command, in milliseconds timeout_ch - a convenience place for the SIM driver to store the timeout handle (the CAM subsystem itself does not make any assumptions about it) flags - various bits of information about the request spriv_ptr0, spriv_ptr1 - fields reserved for private use by the SIM driver (such as linking to the SIM queues or SIM private control blocks); actually, they exist as unions: spriv_ptr0 and spriv_ptr1 have the type (void *), spriv_field0 and spriv_field1 have the type unsigned long, sim_priv.entries[0].bytes and sim_priv.entries[1].bytes are byte arrays of the size consistent with the other incarnations of the union and sim_priv.bytes is one array, twice bigger. The recommended way of using the SIM private fields of CCB is to define some meaningful names for them and use these meaningful names in the driver, like: #define ccb_some_meaningful_name sim_priv.entries[0].bytes #define ccb_hcb spriv_ptr1 /* for hardware control block */ The most common initiator mode requests are: XPT_SCSI_IO - execute an I/O transaction The instance struct ccb_scsiio csio of the union ccb is used to transfer the arguments. They are: cdb_io - pointer to the SCSI command buffer or the buffer itself cdb_len - SCSI command length data_ptr - pointer to the data buffer (gets a bit complicated if scatter/gather is used) dxfer_len - length of the data to transfer sglist_cnt - counter of the scatter/gather segments scsi_status - place to return the SCSI status sense_data - buffer for the SCSI sense information if the command returns an error (the SIM driver is supposed to run the REQUEST SENSE command automatically in this case if the CCB flag CAM_DIS_AUTOSENSE is not set) sense_len - the length of that buffer (if it happens to be higher than size of sense_data the SIM driver must silently assume the smaller value) resid, sense_resid - if the transfer of data or SCSI sense returned an error these are the returned counters of the residual (not transferred) data. They do not seem to be especially meaningful, so in a case when they are difficult to compute (say, counting bytes in the SCSI controller's FIFO buffer) an approximate value will do as well. For a successfully completed transfer they must be set to zero. tag_action - the kind of tag to use: CAM_TAG_ACTION_NONE - do not use tags for this transaction MSG_SIMPLE_Q_TAG, MSG_HEAD_OF_Q_TAG, MSG_ORDERED_Q_TAG - value equal to the appropriate tag message (see /sys/cam/scsi/scsi_message.h); this gives only the tag type, the SIM driver must assign the tag value itself The general logic of handling this request is the following: The first thing to do is to check for possible races, to make sure that the command did not get aborted when it was sitting in the queue: struct ccb_scsiio *csio = &ccb->csio; if ((ccb_h->status & CAM_STATUS_MASK) != CAM_REQ_INPROG) { xpt_done(ccb); return; } Also we check that the device is supported at all by our controller: if(ccb_h->target_id > OUR_MAX_SUPPORTED_TARGET_ID || cch_h->target_id == OUR_SCSI_CONTROLLERS_OWN_ID) { ccb_h->status = CAM_TID_INVALID; xpt_done(ccb); return; } if(ccb_h->target_lun > OUR_MAX_SUPPORTED_LUN) { ccb_h->status = CAM_LUN_INVALID; xpt_done(ccb); return; } Then allocate whatever data structures (such as card-dependent hardware control block) we need to process this request. If we ca not then freeze the SIM queue and remember that we have a pending operation, return the CCB back and ask CAM to re-queue it. Later when the resources become available the SIM queue must be unfrozen by returning a ccb with the CAM_SIMQ_RELEASE bit set in its status. Otherwise, if all went well, link the CCB with the hardware control block (HCB) and mark it as queued. struct xxx_hcb *hcb = allocate_hcb(softc, unit, bus); if(hcb == NULL) { softc->flags |= RESOURCE_SHORTAGE; xpt_freeze_simq(sim, /*count*/1); ccb_h->status = CAM_REQUEUE_REQ; xpt_done(ccb); return; } hcb->ccb = ccb; ccb_h->ccb_hcb = (void *)hcb; ccb_h->status |= CAM_SIM_QUEUED; Extract the target data from CCB into the hardware control block. Check if we are asked to assign a tag and if yes then generate an unique tag and build the SCSI tag messages. The SIM driver is also responsible for negotiations with the devices to set the maximal mutually supported bus width, synchronous rate and offset. hcb->target = ccb_h->target_id; hcb->lun = ccb_h->target_lun; generate_identify_message(hcb); if( ccb_h->tag_action != CAM_TAG_ACTION_NONE ) generate_unique_tag_message(hcb, ccb_h->tag_action); if( !target_negotiated(hcb) ) generate_negotiation_messages(hcb); Then set up the SCSI command. The command storage may be specified in the CCB in many interesting ways, specified by the CCB flags. The command buffer can be contained in CCB or pointed to, in the latter case the pointer may be physical or virtual. Since the hardware commonly needs physical address we always convert the address to the physical one. A NOT-QUITE RELATED NOTE: Normally this is done by a call to vtophys(), but for the PCI device (which account for most of the SCSI controllers now) drivers' portability to the Alpha architecture the conversion must be done by vtobus() instead due to special Alpha quirks. [IMHO it would be much better to have two separate functions, vtop() and ptobus() then vtobus() would be a simple superposition of them.] In case if a physical address is requested it is OK to return the CCB with the status CAM_REQ_INVALID, the current drivers do that. But it is also possible to compile the Alpha-specific piece of code, as in this example (there should be a more direct way to do that, without conditional compilation in the drivers). If necessary a physical address can be also converted or mapped back to a virtual address but with big pain, so we do not do that. if(ccb_h->flags & CAM_CDB_POINTER) { /* CDB is a pointer */ if(!(ccb_h->flags & CAM_CDB_PHYS)) { /* CDB pointer is virtual */ hcb->cmd = vtobus(csio->cdb_io.cdb_ptr); } else { /* CDB pointer is physical */ #if defined(__alpha__) hcb->cmd = csio->cdb_io.cdb_ptr | alpha_XXX_dmamap_or ; #else hcb->cmd = csio->cdb_io.cdb_ptr ; #endif } } else { /* CDB is in the ccb (buffer) */ hcb->cmd = vtobus(csio->cdb_io.cdb_bytes); } hcb->cmdlen = csio->cdb_len; Now it is time to set up the data. Again, the data storage may be specified in the CCB in many interesting ways, specified by the CCB flags. First we get the direction of the data transfer. The simplest case is if there is no data to transfer: int dir = (ccb_h->flags & CAM_DIR_MASK); if (dir == CAM_DIR_NONE) goto end_data; Then we check if the data is in one chunk or in a scatter-gather list, and the addresses are physical or virtual. The SCSI controller may be able to handle only a limited number of chunks of limited length. If the request hits this limitation we return an error. We use a special function to return the CCB to handle in one place the HCB resource shortages. The functions to add chunks are driver-dependent, and here we leave them without detailed implementation. See description of the SCSI command (CDB) handling for the details on the address-translation issues. If some variation is too difficult or impossible to implement with a particular card it is OK to return the status CAM_REQ_INVALID. Actually, it seems like the scatter-gather ability is not used anywhere in the CAM code now. But at least the case for a single non-scattered virtual buffer must be implemented, it is actively used by CAM. int rv; initialize_hcb_for_data(hcb); if((!(ccb_h->flags & CAM_SCATTER_VALID)) { /* single buffer */ if(!(ccb_h->flags & CAM_DATA_PHYS)) { rv = add_virtual_chunk(hcb, csio->data_ptr, csio->dxfer_len, dir); } } else { rv = add_physical_chunk(hcb, csio->data_ptr, csio->dxfer_len, dir); } } else { int i; struct bus_dma_segment *segs; segs = (struct bus_dma_segment *)csio->data_ptr; if ((ccb_h->flags & CAM_SG_LIST_PHYS) != 0) { /* The SG list pointer is physical */ rv = setup_hcb_for_physical_sg_list(hcb, segs, csio->sglist_cnt); } else if (!(ccb_h->flags & CAM_DATA_PHYS)) { /* SG buffer pointers are virtual */ for (i = 0; i < csio->sglist_cnt; i++) { rv = add_virtual_chunk(hcb, segs[i].ds_addr, segs[i].ds_len, dir); if (rv != CAM_REQ_CMP) break; } } else { /* SG buffer pointers are physical */ for (i = 0; i < csio->sglist_cnt; i++) { rv = add_physical_chunk(hcb, segs[i].ds_addr, segs[i].ds_len, dir); if (rv != CAM_REQ_CMP) break; } } } if(rv != CAM_REQ_CMP) { /* we expect that add_*_chunk() functions return CAM_REQ_CMP * if they added a chunk successfully, CAM_REQ_TOO_BIG if * the request is too big (too many bytes or too many chunks), * CAM_REQ_INVALID in case of other troubles */ free_hcb_and_ccb_done(hcb, ccb, rv); return; } end_data: If disconnection is disabled for this CCB we pass this information to the hcb: if(ccb_h->flags & CAM_DIS_DISCONNECT) hcb_disable_disconnect(hcb); If the controller is able to run REQUEST SENSE command all by itself then the value of the flag CAM_DIS_AUTOSENSE should also be passed to it, to prevent automatic REQUEST SENSE if the CAM subsystem does not want it. The only thing left is to set up the timeout, pass our hcb to the hardware and return, the rest will be done by the interrupt handler (or timeout handler). ccb_h->timeout_ch = timeout(xxx_timeout, (caddr_t) hcb, (ccb_h->timeout * hz) / 1000); /* convert milliseconds to ticks */ put_hcb_into_hardware_queue(hcb); return; And here is a possible implementation of the function returning CCB: static void free_hcb_and_ccb_done(struct xxx_hcb *hcb, union ccb *ccb, u_int32_t status) { struct xxx_softc *softc = hcb->softc; ccb->ccb_h.ccb_hcb = 0; if(hcb != NULL) { untimeout(xxx_timeout, (caddr_t) hcb, ccb->ccb_h.timeout_ch); /* we're about to free a hcb, so the shortage has ended */ if(softc->flags & RESOURCE_SHORTAGE) { softc->flags &= ~RESOURCE_SHORTAGE; status |= CAM_RELEASE_SIMQ; } free_hcb(hcb); /* also removes hcb from any internal lists */ } ccb->ccb_h.status = status | (ccb->ccb_h.status & ~(CAM_STATUS_MASK|CAM_SIM_QUEUED)); xpt_done(ccb); } XPT_RESET_DEV - send the SCSI BUS DEVICE RESET message to a device There is no data transferred in CCB except the header and the most interesting argument of it is target_id. Depending on the controller hardware a hardware control block just like for the XPT_SCSI_IO request may be constructed (see XPT_SCSI_IO request description) and sent to the controller or the SCSI controller may be immediately programmed to send this RESET message to the device or this request may be just not supported (and return the status CAM_REQ_INVALID). Also on completion of the request all the disconnected transactions for this target must be aborted (probably in the interrupt routine). Also all the current negotiations for the target are lost on reset, so they might be cleaned too. Or they clearing may be deferred, because anyway the target would request re-negotiation on the next transaction. XPT_RESET_BUS - send the RESET signal to the SCSI bus No arguments are passed in the CCB, the only interesting argument is the SCSI bus indicated by the struct sim pointer. A minimalistic implementation would forget the SCSI negotiations for all the devices on the bus and return the status CAM_REQ_CMP. The proper implementation would in addition actually reset the SCSI bus (possible also reset the SCSI controller) and mark all the CCBs being processed, both those in the hardware queue and those being disconnected, as done with the status CAM_SCSI_BUS_RESET. Like: int targ, lun; struct xxx_hcb *h, *hh; struct ccb_trans_settings neg; struct cam_path *path; /* The SCSI bus reset may take a long time, in this case its completion * should be checked by interrupt or timeout. But for simplicity * we assume here that it's really fast. */ reset_scsi_bus(softc); /* drop all enqueued CCBs */ for(h = softc->first_queued_hcb; h != NULL; h = hh) { hh = h->next; free_hcb_and_ccb_done(h, h->ccb, CAM_SCSI_BUS_RESET); } /* the clean values of negotiations to report */ neg.bus_width = 8; neg.sync_period = neg.sync_offset = 0; neg.valid = (CCB_TRANS_BUS_WIDTH_VALID | CCB_TRANS_SYNC_RATE_VALID | CCB_TRANS_SYNC_OFFSET_VALID); /* drop all disconnected CCBs and clean negotiations */ for(targ=0; targ <= OUR_MAX_SUPPORTED_TARGET; targ++) { clean_negotiations(softc, targ); /* report the event if possible */ if(xpt_create_path(&path, /*periph*/NULL, cam_sim_path(sim), targ, CAM_LUN_WILDCARD) == CAM_REQ_CMP) { xpt_async(AC_TRANSFER_NEG, path, &neg); xpt_free_path(path); } for(lun=0; lun <= OUR_MAX_SUPPORTED_LUN; lun++) for(h = softc->first_discon_hcb[targ][lun]; h != NULL; h = hh) { hh=h->next; free_hcb_and_ccb_done(h, h->ccb, CAM_SCSI_BUS_RESET); } } ccb->ccb_h.status = CAM_REQ_CMP; xpt_done(ccb); /* report the event */ xpt_async(AC_BUS_RESET, softc->wpath, NULL); return; Implementing the SCSI bus reset as a function may be a good idea because it would be re-used by the timeout function as a last resort if the things go wrong. XPT_ABORT - abort the specified CCB The arguments are transferred in the instance struct ccb_abort cab of the union ccb. The only argument field in it is: abort_ccb - pointer to the CCB to be aborted If the abort is not supported just return the status CAM_UA_ABORT. This is also the easy way to minimally implement this call, return CAM_UA_ABORT in any case. The hard way is to implement this request honestly. First check that abort applies to a SCSI transaction: struct ccb *abort_ccb; abort_ccb = ccb->cab.abort_ccb; if(abort_ccb->ccb_h.func_code != XPT_SCSI_IO) { ccb->ccb_h.status = CAM_UA_ABORT; xpt_done(ccb); return; } Then it is necessary to find this CCB in our queue. This can be done by walking the list of all our hardware control blocks in search for one associated with this CCB: struct xxx_hcb *hcb, *h; hcb = NULL; /* We assume that softc->first_hcb is the head of the list of all * HCBs associated with this bus, including those enqueued for * processing, being processed by hardware and disconnected ones. */ for(h = softc->first_hcb; h != NULL; h = h->next) { if(h->ccb == abort_ccb) { hcb = h; break; } } if(hcb == NULL) { /* no such CCB in our queue */ ccb->ccb_h.status = CAM_PATH_INVALID; xpt_done(ccb); return; } hcb=found_hcb; Now we look at the current processing status of the HCB. It may be either sitting in the queue waiting to be sent to the SCSI bus, being transferred right now, or disconnected and waiting for the result of the command, or actually completed by hardware but not yet marked as done by software. To make sure that we do not get in any races with hardware we mark the HCB as being aborted, so that if this HCB is about to be sent to the SCSI bus the SCSI controller will see this flag and skip it. int hstatus; /* shown as a function, in case special action is needed to make * this flag visible to hardware */ set_hcb_flags(hcb, HCB_BEING_ABORTED); abort_again: hstatus = get_hcb_status(hcb); switch(hstatus) { case HCB_SITTING_IN_QUEUE: remove_hcb_from_hardware_queue(hcb); /* FALLTHROUGH */ case HCB_COMPLETED: /* this is an easy case */ free_hcb_and_ccb_done(hcb, abort_ccb, CAM_REQ_ABORTED); break; If the CCB is being transferred right now we would like to signal to the SCSI controller in some hardware-dependent way that we want to abort the current transfer. The SCSI controller would set the SCSI ATTENTION signal and when the target responds to it send an ABORT message. We also reset the timeout to make sure that the target is not sleeping forever. If the command would not get aborted in some reasonable time like 10 seconds the timeout routine would go ahead and reset the whole SCSI bus. Because the command will be aborted in some reasonable time we can just return the abort request now as successfully completed, and mark the aborted CCB as aborted (but not mark it as done yet). case HCB_BEING_TRANSFERRED: untimeout(xxx_timeout, (caddr_t) hcb, abort_ccb->ccb_h.timeout_ch); abort_ccb->ccb_h.timeout_ch = timeout(xxx_timeout, (caddr_t) hcb, 10 * hz); abort_ccb->ccb_h.status = CAM_REQ_ABORTED; /* ask the controller to abort that HCB, then generate * an interrupt and stop */ if(signal_hardware_to_abort_hcb_and_stop(hcb) < 0) { /* oops, we missed the race with hardware, this transaction * got off the bus before we aborted it, try again */ goto abort_again; } break; If the CCB is in the list of disconnected then set it up as an abort request and re-queue it at the front of hardware queue. Reset the timeout and report the abort request to be completed. case HCB_DISCONNECTED: untimeout(xxx_timeout, (caddr_t) hcb, abort_ccb->ccb_h.timeout_ch); abort_ccb->ccb_h.timeout_ch = timeout(xxx_timeout, (caddr_t) hcb, 10 * hz); put_abort_message_into_hcb(hcb); put_hcb_at_the_front_of_hardware_queue(hcb); break; } ccb->ccb_h.status = CAM_REQ_CMP; xpt_done(ccb); return; That is all for the ABORT request, although there is one more issue. Because the ABORT message cleans all the ongoing transactions on a LUN we have to mark all the other active transactions on this LUN as aborted. That should be done in the interrupt routine, after the transaction gets aborted. Implementing the CCB abort as a function may be quite a good idea, this function can be re-used if an I/O transaction times out. The only difference would be that the timed out transaction would return the status CAM_CMD_TIMEOUT for the timed out request. Then the case XPT_ABORT would be small, like that: case XPT_ABORT: struct ccb *abort_ccb; abort_ccb = ccb->cab.abort_ccb; if(abort_ccb->ccb_h.func_code != XPT_SCSI_IO) { ccb->ccb_h.status = CAM_UA_ABORT; xpt_done(ccb); return; } if(xxx_abort_ccb(abort_ccb, CAM_REQ_ABORTED) < 0) /* no such CCB in our queue */ ccb->ccb_h.status = CAM_PATH_INVALID; else ccb->ccb_h.status = CAM_REQ_CMP; xpt_done(ccb); return; XPT_SET_TRAN_SETTINGS - explicitly set values of SCSI transfer settings The arguments are transferred in the instance struct ccb_trans_setting cts of the union ccb: valid - a bitmask showing which settings should be updated: CCB_TRANS_SYNC_RATE_VALID - synchronous transfer rate CCB_TRANS_SYNC_OFFSET_VALID - synchronous offset CCB_TRANS_BUS_WIDTH_VALID - bus width CCB_TRANS_DISC_VALID - set enable/disable disconnection CCB_TRANS_TQ_VALID - set enable/disable tagged queuing flags - consists of two parts, binary arguments and identification of sub-operations. The binary arguments are: CCB_TRANS_DISC_ENB - enable disconnection CCB_TRANS_TAG_ENB - enable tagged queuing the sub-operations are: CCB_TRANS_CURRENT_SETTINGS - change the current negotiations CCB_TRANS_USER_SETTINGS - remember the desired user values sync_period, sync_offset - self-explanatory, if sync_offset==0 then the asynchronous mode is requested bus_width - bus width, in bits (not bytes) Two sets of negotiated parameters are supported, the user settings and the current settings. The user settings are not really used much in the SIM drivers, this is mostly just a piece of memory where the upper levels can store (and later recall) its ideas about the parameters. Setting the user parameters does not cause re-negotiation of the transfer rates. But when the SCSI controller does a negotiation it must never set the values higher than the user parameters, so it is essentially the top boundary. The current settings are, as the name says, current. Changing them means that the parameters must be re-negotiated on the next transfer. Again, these new current settings are not supposed to be forced on the device, just they are used as the initial step of negotiations. Also they must be limited by actual capabilities of the SCSI controller: for example, if the SCSI controller has 8-bit bus and the request asks to set 16-bit wide transfers this parameter must be silently truncated to 8-bit transfers before sending it to the device. One caveat is that the bus width and synchronous parameters are per target while the disconnection and tag enabling parameters are per lun. The recommended implementation is to keep 3 sets of negotiated (bus width and synchronous transfer) parameters: user - the user set, as above current - those actually in effect goal - those requested by setting of the current parameters The code looks like: struct ccb_trans_settings *cts; int targ, lun; int flags; cts = &ccb->cts; targ = ccb_h->target_id; lun = ccb_h->target_lun; flags = cts->flags; if(flags & CCB_TRANS_USER_SETTINGS) { if(flags & CCB_TRANS_SYNC_RATE_VALID) softc->user_sync_period[targ] = cts->sync_period; if(flags & CCB_TRANS_SYNC_OFFSET_VALID) softc->user_sync_offset[targ] = cts->sync_offset; if(flags & CCB_TRANS_BUS_WIDTH_VALID) softc->user_bus_width[targ] = cts->bus_width; if(flags & CCB_TRANS_DISC_VALID) { softc->user_tflags[targ][lun] &= ~CCB_TRANS_DISC_ENB; softc->user_tflags[targ][lun] |= flags & CCB_TRANS_DISC_ENB; } if(flags & CCB_TRANS_TQ_VALID) { softc->user_tflags[targ][lun] &= ~CCB_TRANS_TQ_ENB; softc->user_tflags[targ][lun] |= flags & CCB_TRANS_TQ_ENB; } } if(flags & CCB_TRANS_CURRENT_SETTINGS) { if(flags & CCB_TRANS_SYNC_RATE_VALID) softc->goal_sync_period[targ] = max(cts->sync_period, OUR_MIN_SUPPORTED_PERIOD); if(flags & CCB_TRANS_SYNC_OFFSET_VALID) softc->goal_sync_offset[targ] = min(cts->sync_offset, OUR_MAX_SUPPORTED_OFFSET); if(flags & CCB_TRANS_BUS_WIDTH_VALID) softc->goal_bus_width[targ] = min(cts->bus_width, OUR_BUS_WIDTH); if(flags & CCB_TRANS_DISC_VALID) { softc->current_tflags[targ][lun] &= ~CCB_TRANS_DISC_ENB; softc->current_tflags[targ][lun] |= flags & CCB_TRANS_DISC_ENB; } if(flags & CCB_TRANS_TQ_VALID) { softc->current_tflags[targ][lun] &= ~CCB_TRANS_TQ_ENB; softc->current_tflags[targ][lun] |= flags & CCB_TRANS_TQ_ENB; } } ccb->ccb_h.status = CAM_REQ_CMP; xpt_done(ccb); return; Then when the next I/O request will be processed it will check if it has to re-negotiate, for example by calling the function target_negotiated(hcb). It can be implemented like this: int target_negotiated(struct xxx_hcb *hcb) { struct softc *softc = hcb->softc; int targ = hcb->targ; if( softc->current_sync_period[targ] != softc->goal_sync_period[targ] || softc->current_sync_offset[targ] != softc->goal_sync_offset[targ] || softc->current_bus_width[targ] != softc->goal_bus_width[targ] ) return 0; /* FALSE */ else return 1; /* TRUE */ } After the values are re-negotiated the resulting values must be assigned to both current and goal parameters, so for future I/O transactions the current and goal parameters would be the same and target_negotiated() would return TRUE. When the card is initialized (in xxx_attach()) the current negotiation values must be initialized to narrow asynchronous mode, the goal and current values must be initialized to the maximal values supported by controller. XPT_GET_TRAN_SETTINGS - get values of SCSI transfer settings This operations is the reverse of XPT_SET_TRAN_SETTINGS. Fill up the CCB instance struct ccb_trans_setting cts with data as requested by the flags CCB_TRANS_CURRENT_SETTINGS or CCB_TRANS_USER_SETTINGS (if both are set then the existing drivers return the current settings). Set all the bits in the valid field. XPT_CALC_GEOMETRY - calculate logical (BIOS) geometry of the disk The arguments are transferred in the instance struct ccb_calc_geometry ccg of the union ccb: block_size - input, block (A.K.A sector) size in bytes volume_size - input, volume size in bytes cylinders - output, logical cylinders heads - output, logical heads secs_per_track - output, logical sectors per track If the returned geometry differs much enough from what the SCSI controller BIOS thinks and a disk on this SCSI controller is used as bootable the system may not be able to boot. The typical calculation example taken from the aic7xxx driver is: struct ccb_calc_geometry *ccg; u_int32_t size_mb; u_int32_t secs_per_cylinder; int extended; ccg = &ccb->ccg; size_mb = ccg->volume_size / ((1024L * 1024L) / ccg->block_size); extended = check_cards_EEPROM_for_extended_geometry(softc); if (size_mb > 1024 && extended) { ccg->heads = 255; ccg->secs_per_track = 63; } else { ccg->heads = 64; ccg->secs_per_track = 32; } secs_per_cylinder = ccg->heads * ccg->secs_per_track; ccg->cylinders = ccg->volume_size / secs_per_cylinder; ccb->ccb_h.status = CAM_REQ_CMP; xpt_done(ccb); return; This gives the general idea, the exact calculation depends on the quirks of the particular BIOS. If BIOS provides no way set the extended translation flag in EEPROM this flag should normally be assumed equal to 1. Other popular geometries are: 128 heads, 63 sectors - Symbios controllers 16 heads, 63 sectors - old controllers Some system BIOSes and SCSI BIOSes fight with each other with variable success, for example a combination of Symbios 875/895 SCSI and Phoenix BIOS can give geometry 128/63 after power up and 255/63 after a hard reset or soft reboot. XPT_PATH_INQ - path inquiry, in other words get the SIM driver and SCSI controller (also known as HBA - Host Bus Adapter) properties The properties are returned in the instance struct ccb_pathinq cpi of the union ccb: version_num - the SIM driver version number, now all drivers use 1 hba_inquiry - bitmask of features supported by the controller: PI_MDP_ABLE - supports MDP message (something from SCSI3?) PI_WIDE_32 - supports 32 bit wide SCSI PI_WIDE_16 - supports 16 bit wide SCSI PI_SDTR_ABLE - can negotiate synchronous transfer rate PI_LINKED_CDB - supports linked commands PI_TAG_ABLE - supports tagged commands PI_SOFT_RST - supports soft reset alternative (hard reset and soft reset are mutually exclusive within a SCSI bus) target_sprt - flags for target mode support, 0 if unsupported hba_misc - miscellaneous controller features: PIM_SCANHILO - bus scans from high ID to low ID PIM_NOREMOVE - removable devices not included in scan PIM_NOINITIATOR - initiator role not supported PIM_NOBUSRESET - user has disabled initial BUS RESET hba_eng_cnt - mysterious HBA engine count, something related to compression, now is always set to 0 vuhba_flags - vendor-unique flags, unused now max_target - maximal supported target ID (7 for 8-bit bus, 15 for 16-bit bus, 127 for Fibre Channel) max_lun - maximal supported LUN ID (7 for older SCSI controllers, 63 for newer ones) async_flags - bitmask of installed Async handler, unused now hpath_id - highest Path ID in the subsystem, unused now unit_number - the controller unit number, cam_sim_unit(sim) bus_id - the bus number, cam_sim_bus(sim) initiator_id - the SCSI ID of the controller itself base_transfer_speed - nominal transfer speed in KB/s for asynchronous narrow transfers, equals to 3300 for SCSI sim_vid - SIM driver's vendor id, a zero-terminated string of maximal length SIM_IDLEN including the terminating zero hba_vid - SCSI controller's vendor id, a zero-terminated string of maximal length HBA_IDLEN including the terminating zero dev_name - device driver name, a zero-terminated string of maximal length DEV_IDLEN including the terminating zero, equal to cam_sim_name(sim) The recommended way of setting the string fields is using strncpy, like: strncpy(cpi->dev_name, cam_sim_name(sim), DEV_IDLEN); After setting the values set the status to CAM_REQ_CMP and mark the CCB as done. - + Polling static void xxx_poll struct cam_sim *sim The poll function is used to simulate the interrupts when the interrupt subsystem is not functioning (for example, when the system has crashed and is creating the system dump). The CAM subsystem sets the proper interrupt level before calling the poll routine. So all it needs to do is to call the interrupt routine (or the other way around, the poll routine may be doing the real action and the interrupt routine would just call the poll routine). Why bother about a separate function then? Because of different calling conventions. The xxx_poll routine gets the struct cam_sim pointer as its argument when the PCI interrupt routine by common convention gets pointer to the struct xxx_softc and the ISA interrupt routine gets just the device unit number. So the poll routine would normally look as: static void xxx_poll(struct cam_sim *sim) { xxx_intr((struct xxx_softc *)cam_sim_softc(sim)); /* for PCI device */ } or static void xxx_poll(struct cam_sim *sim) { xxx_intr(cam_sim_unit(sim)); /* for ISA device */ } - + Asynchronous Events If an asynchronous event callback has been set up then the callback function should be defined. static void ahc_async(void *callback_arg, u_int32_t code, struct cam_path *path, void *arg) callback_arg - the value supplied when registering the callback code - identifies the type of event path - identifies the devices to which the event applies arg - event-specific argument Implementation for a single type of event, AC_LOST_DEVICE, looks like: struct xxx_softc *softc; struct cam_sim *sim; int targ; struct ccb_trans_settings neg; sim = (struct cam_sim *)callback_arg; softc = (struct xxx_softc *)cam_sim_softc(sim); switch (code) { case AC_LOST_DEVICE: targ = xpt_path_target_id(path); if(targ <= OUR_MAX_SUPPORTED_TARGET) { clean_negotiations(softc, targ); /* send indication to CAM */ neg.bus_width = 8; neg.sync_period = neg.sync_offset = 0; neg.valid = (CCB_TRANS_BUS_WIDTH_VALID | CCB_TRANS_SYNC_RATE_VALID | CCB_TRANS_SYNC_OFFSET_VALID); xpt_async(AC_TRANSFER_NEG, path, &neg); } break; default: break; } - + Interrupts The exact type of the interrupt routine depends on the type of the peripheral bus (PCI, ISA and so on) to which the SCSI controller is connected. The interrupt routines of the SIM drivers run at the interrupt level splcam. So splcam() should be used in the driver to synchronize activity between the interrupt routine and the rest of the driver (for a multiprocessor-aware driver things get yet more interesting but we ignore this case here). The pseudo-code in this document happily ignores the problems of synchronization. The real code must not ignore them. A simple-minded approach is to set splcam() on the entry to the other routines and reset it on return thus protecting them by one big critical section. To make sure that the interrupt level will be always restored a wrapper function can be defined, like: static void xxx_action(struct cam_sim *sim, union ccb *ccb) { int s; s = splcam(); xxx_action1(sim, ccb); splx(s); } static void xxx_action1(struct cam_sim *sim, union ccb *ccb) { ... process the request ... } This approach is simple and robust but the problem with it is that interrupts may get blocked for a relatively long time and this would negatively affect the system's performance. On the other hand the functions of the spl() family have rather high overhead, so vast amount of tiny critical sections may not be good either. The conditions handled by the interrupt routine and the details depend very much on the hardware. We consider the set of typical conditions. First, we check if a SCSI reset was encountered on the bus (probably caused by another SCSI controller on the same SCSI bus). If so we drop all the enqueued and disconnected requests, report the events and re-initialize our SCSI controller. It is important that during this initialization the controller will not issue another reset or else two controllers on the same SCSI bus could ping-pong resets forever. The case of fatal controller error/hang could be handled in the same place, but it will probably need also sending RESET signal to the SCSI bus to reset the status of the connections with the SCSI devices. int fatal=0; struct ccb_trans_settings neg; struct cam_path *path; if( detected_scsi_reset(softc) || (fatal = detected_fatal_controller_error(softc)) ) { int targ, lun; struct xxx_hcb *h, *hh; /* drop all enqueued CCBs */ for(h = softc->first_queued_hcb; h != NULL; h = hh) { hh = h->next; free_hcb_and_ccb_done(h, h->ccb, CAM_SCSI_BUS_RESET); } /* the clean values of negotiations to report */ neg.bus_width = 8; neg.sync_period = neg.sync_offset = 0; neg.valid = (CCB_TRANS_BUS_WIDTH_VALID | CCB_TRANS_SYNC_RATE_VALID | CCB_TRANS_SYNC_OFFSET_VALID); /* drop all disconnected CCBs and clean negotiations */ for(targ=0; targ <= OUR_MAX_SUPPORTED_TARGET; targ++) { clean_negotiations(softc, targ); /* report the event if possible */ if(xpt_create_path(&path, /*periph*/NULL, cam_sim_path(sim), targ, CAM_LUN_WILDCARD) == CAM_REQ_CMP) { xpt_async(AC_TRANSFER_NEG, path, &neg); xpt_free_path(path); } for(lun=0; lun <= OUR_MAX_SUPPORTED_LUN; lun++) for(h = softc->first_discon_hcb[targ][lun]; h != NULL; h = hh) { hh=h->next; if(fatal) free_hcb_and_ccb_done(h, h->ccb, CAM_UNREC_HBA_ERROR); else free_hcb_and_ccb_done(h, h->ccb, CAM_SCSI_BUS_RESET); } } /* report the event */ xpt_async(AC_BUS_RESET, softc->wpath, NULL); /* re-initialization may take a lot of time, in such case * its completion should be signaled by another interrupt or * checked on timeout - but for simplicity we assume here that * it's really fast */ if(!fatal) { reinitialize_controller_without_scsi_reset(softc); } else { reinitialize_controller_with_scsi_reset(softc); } schedule_next_hcb(softc); return; } If interrupt is not caused by a controller-wide condition then probably something has happened to the current hardware control block. Depending on the hardware there may be other non-HCB-related events, we just do not consider them here. Then we analyze what happened to this HCB: struct xxx_hcb *hcb, *h, *hh; int hcb_status, scsi_status; int ccb_status; int targ; int lun_to_freeze; hcb = get_current_hcb(softc); if(hcb == NULL) { /* either stray interrupt or something went very wrong * or this is something hardware-dependent */ handle as necessary; return; } targ = hcb->target; hcb_status = get_status_of_current_hcb(softc); First we check if the HCB has completed and if so we check the returned SCSI status. if(hcb_status == COMPLETED) { scsi_status = get_completion_status(hcb); Then look if this status is related to the REQUEST SENSE command and if so handle it in a simple way. if(hcb->flags & DOING_AUTOSENSE) { if(scsi_status == GOOD) { /* autosense was successful */ hcb->ccb->ccb_h.status |= CAM_AUTOSNS_VALID; free_hcb_and_ccb_done(hcb, hcb->ccb, CAM_SCSI_STATUS_ERROR); } else { autosense_failed: free_hcb_and_ccb_done(hcb, hcb->ccb, CAM_AUTOSENSE_FAIL); } schedule_next_hcb(softc); return; } Else the command itself has completed, pay more attention to details. If auto-sense is not disabled for this CCB and the command has failed with sense data then run REQUEST SENSE command to receive that data. hcb->ccb->csio.scsi_status = scsi_status; calculate_residue(hcb); if( (hcb->ccb->ccb_h.flags & CAM_DIS_AUTOSENSE)==0 && ( scsi_status == CHECK_CONDITION || scsi_status == COMMAND_TERMINATED) ) { /* start auto-SENSE */ hcb->flags |= DOING_AUTOSENSE; setup_autosense_command_in_hcb(hcb); restart_current_hcb(softc); return; } if(scsi_status == GOOD) free_hcb_and_ccb_done(hcb, hcb->ccb, CAM_REQ_CMP); else free_hcb_and_ccb_done(hcb, hcb->ccb, CAM_SCSI_STATUS_ERROR); schedule_next_hcb(softc); return; } One typical thing would be negotiation events: negotiation messages received from a SCSI target (in answer to our negotiation attempt or by target's initiative) or the target is unable to negotiate (rejects our negotiation messages or does not answer them). switch(hcb_status) { case TARGET_REJECTED_WIDE_NEG: /* revert to 8-bit bus */ softc->current_bus_width[targ] = softc->goal_bus_width[targ] = 8; /* report the event */ neg.bus_width = 8; neg.valid = CCB_TRANS_BUS_WIDTH_VALID; xpt_async(AC_TRANSFER_NEG, hcb->ccb.ccb_h.path_id, &neg); continue_current_hcb(softc); return; case TARGET_ANSWERED_WIDE_NEG: { int wd; wd = get_target_bus_width_request(softc); if(wd <= softc->goal_bus_width[targ]) { /* answer is acceptable */ softc->current_bus_width[targ] = softc->goal_bus_width[targ] = neg.bus_width = wd; /* report the event */ neg.valid = CCB_TRANS_BUS_WIDTH_VALID; xpt_async(AC_TRANSFER_NEG, hcb->ccb.ccb_h.path_id, &neg); } else { prepare_reject_message(hcb); } } continue_current_hcb(softc); return; case TARGET_REQUESTED_WIDE_NEG: { int wd; wd = get_target_bus_width_request(softc); wd = min (wd, OUR_BUS_WIDTH); wd = min (wd, softc->user_bus_width[targ]); if(wd != softc->current_bus_width[targ]) { /* the bus width has changed */ softc->current_bus_width[targ] = softc->goal_bus_width[targ] = neg.bus_width = wd; /* report the event */ neg.valid = CCB_TRANS_BUS_WIDTH_VALID; xpt_async(AC_TRANSFER_NEG, hcb->ccb.ccb_h.path_id, &neg); } prepare_width_nego_rsponse(hcb, wd); } continue_current_hcb(softc); return; } Then we handle any errors that could have happened during auto-sense in the same simple-minded way as before. Otherwise we look closer at the details again. if(hcb->flags & DOING_AUTOSENSE) goto autosense_failed; switch(hcb_status) { The next event we consider is unexpected disconnect. Which is considered normal after an ABORT or BUS DEVICE RESET message and abnormal in other cases. case UNEXPECTED_DISCONNECT: if(requested_abort(hcb)) { /* abort affects all commands on that target+LUN, so * mark all disconnected HCBs on that target+LUN as aborted too */ for(h = softc->first_discon_hcb[hcb->target][hcb->lun]; h != NULL; h = hh) { hh=h->next; free_hcb_and_ccb_done(h, h->ccb, CAM_REQ_ABORTED); } ccb_status = CAM_REQ_ABORTED; } else if(requested_bus_device_reset(hcb)) { int lun; /* reset affects all commands on that target, so * mark all disconnected HCBs on that target+LUN as reset */ for(lun=0; lun <= OUR_MAX_SUPPORTED_LUN; lun++) for(h = softc->first_discon_hcb[hcb->target][lun]; h != NULL; h = hh) { hh=h->next; free_hcb_and_ccb_done(h, h->ccb, CAM_SCSI_BUS_RESET); } /* send event */ xpt_async(AC_SENT_BDR, hcb->ccb->ccb_h.path_id, NULL); /* this was the CAM_RESET_DEV request itself, it's completed */ ccb_status = CAM_REQ_CMP; } else { calculate_residue(hcb); ccb_status = CAM_UNEXP_BUSFREE; /* request the further code to freeze the queue */ hcb->ccb->ccb_h.status |= CAM_DEV_QFRZN; lun_to_freeze = hcb->lun; } break; If the target refuses to accept tags we notify CAM about that and return back all commands for this LUN: case TAGS_REJECTED: /* report the event */ neg.flags = 0 & ~CCB_TRANS_TAG_ENB; neg.valid = CCB_TRANS_TQ_VALID; xpt_async(AC_TRANSFER_NEG, hcb->ccb.ccb_h.path_id, &neg); ccb_status = CAM_MSG_REJECT_REC; /* request the further code to freeze the queue */ hcb->ccb->ccb_h.status |= CAM_DEV_QFRZN; lun_to_freeze = hcb->lun; break; Then we check a number of other conditions, with processing basically limited to setting the CCB status: case SELECTION_TIMEOUT: ccb_status = CAM_SEL_TIMEOUT; /* request the further code to freeze the queue */ hcb->ccb->ccb_h.status |= CAM_DEV_QFRZN; lun_to_freeze = CAM_LUN_WILDCARD; break; case PARITY_ERROR: ccb_status = CAM_UNCOR_PARITY; break; case DATA_OVERRUN: case ODD_WIDE_TRANSFER: ccb_status = CAM_DATA_RUN_ERR; break; default: /* all other errors are handled in a generic way */ ccb_status = CAM_REQ_CMP_ERR; /* request the further code to freeze the queue */ hcb->ccb->ccb_h.status |= CAM_DEV_QFRZN; lun_to_freeze = CAM_LUN_WILDCARD; break; } Then we check if the error was serious enough to freeze the input queue until it gets proceeded and do so if it is: if(hcb->ccb->ccb_h.status & CAM_DEV_QFRZN) { /* freeze the queue */ xpt_freeze_devq(ccb->ccb_h.path, /*count*/1); /* re-queue all commands for this target/LUN back to CAM */ for(h = softc->first_queued_hcb; h != NULL; h = hh) { hh = h->next; if(targ == h->targ && (lun_to_freeze == CAM_LUN_WILDCARD || lun_to_freeze == h->lun) ) free_hcb_and_ccb_done(h, h->ccb, CAM_REQUEUE_REQ); } } free_hcb_and_ccb_done(hcb, hcb->ccb, ccb_status); schedule_next_hcb(softc); return; This concludes the generic interrupt handling although specific controllers may require some additions. - + Errors Summary When executing an I/O request many things may go wrong. The reason of error can be reported in the CCB status with great detail. Examples of use are spread throughout this document. For completeness here is the summary of recommended responses for the typical error conditions: CAM_RESRC_UNAVAIL - some resource is temporarily unavailable and the SIM driver cannot generate an event when it will become available. An example of this resource would be some intra-controller hardware resource for which the controller does not generate an interrupt when it becomes available. CAM_UNCOR_PARITY - unrecovered parity error occurred CAM_DATA_RUN_ERR - data overrun or unexpected data phase (going in other direction than specified in CAM_DIR_MASK) or odd transfer length for wide transfer CAM_SEL_TIMEOUT - selection timeout occurred (target does not respond) CAM_CMD_TIMEOUT - command timeout occurred (the timeout function ran) CAM_SCSI_STATUS_ERROR - the device returned error CAM_AUTOSENSE_FAIL - the device returned error and the REQUEST SENSE COMMAND failed CAM_MSG_REJECT_REC - MESSAGE REJECT message was received CAM_SCSI_BUS_RESET - received SCSI bus reset CAM_REQ_CMP_ERR - impossible SCSI phase occurred or something else as weird or just a generic error if further detail is not available CAM_UNEXP_BUSFREE - unexpected disconnect occurred CAM_BDR_SENT - BUS DEVICE RESET message was sent to the target CAM_UNREC_HBA_ERROR - unrecoverable Host Bus Adapter Error CAM_REQ_TOO_BIG - the request was too large for this controller CAM_REQUEUE_REQ - this request should be re-queued to preserve transaction ordering. This typically occurs when the SIM recognizes an error that should freeze the queue and must place other queued requests for the target at the sim level back into the XPT queue. Typical cases of such errors are selection timeouts, command timeouts and other like conditions. In such cases the troublesome command returns the status indicating the error, the and the other commands which have not be sent to the bus yet get re-queued. CAM_LUN_INVALID - the LUN ID in the request is not supported by the SCSI controller CAM_TID_INVALID - the target ID in the request is not supported by the SCSI controller - + Timeout Handling When the timeout for an HCB expires that request should be aborted, just like with an XPT_ABORT request. The only difference is that the returned status of aborted request should be CAM_CMD_TIMEOUT instead of CAM_REQ_ABORTED (that is why implementation of the abort better be done as a function). But there is one more possible problem: what if the abort request itself will get stuck? In this case the SCSI bus should be reset, just like with an XPT_RESET_BUS request (and the idea about implementing it as a function called from both places applies here too). Also we should reset the whole SCSI bus if a device reset request got stuck. So after all the timeout function would look like: static void xxx_timeout(void *arg) { struct xxx_hcb *hcb = (struct xxx_hcb *)arg; struct xxx_softc *softc; struct ccb_hdr *ccb_h; softc = hcb->softc; ccb_h = &hcb->ccb->ccb_h; if(hcb->flags & HCB_BEING_ABORTED || ccb_h->func_code == XPT_RESET_DEV) { xxx_reset_bus(softc); } else { xxx_abort_ccb(hcb->ccb, CAM_CMD_TIMEOUT); } } When we abort a request all the other disconnected requests to the same target/LUN get aborted too. So there appears a question, should we return them with status CAM_REQ_ABORTED or CAM_CMD_TIMEOUT? The current drivers use CAM_CMD_TIMEOUT. This seems logical because if one request got timed out then probably something really bad is happening to the device, so if they would not be disturbed they would time out by themselves. diff --git a/en_US.ISO8859-1/books/developers-handbook/secure/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/secure/chapter.sgml index 351b0cc8d3..3fc3d9a00b 100644 --- a/en_US.ISO8859-1/books/developers-handbook/secure/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/secure/chapter.sgml @@ -1,517 +1,517 @@ Secure Programming This chapter was written by &a.murray;. - Synopsis + Synopsis This chapter describes some of the security issues that have plagued Unix programmers for decades and some of the new tools available to help programmers avoid writing exploitable code. Secure Design Methodology Writing secure applications takes a very scrutinous and pessimistic outlook on life. Applications should be run with the principle of least privilege so that no process is ever running with more than the bare minimum access that it needs to accomplish its function. Previously tested code should be reused whenever possible to avoid common mistakes that others may have already fixed. One of the pitfalls of the Unix environment is how easy it is to make assumptions about the sanity of the environment. Applications should never trust user input (in all its forms), system resources, inter-process communication, or the timing of events. Unix processes do not execute synchronously so logical operations are rarely atomic. - Buffer Overflows + Buffer Overflows Buffer Overflows have been around since the very beginnings of the Von-Neuman architecture. buffer overflow Von-Neuman They first gained widespread notoriety in 1988 with the Morris Internet worm. Unfortunately, the same basic attack remains Morris Internet worm effective today. Of the 17 CERT security advisories of 1999, 10 CERTsecurity advisories of them were directly caused by buffer-overflow software bugs. By far the most common type of buffer overflow attack is based on corrupting the stack. stack arguments Most modern computer systems use a stack to pass arguments to procedures and to store local variables. A stack is a last in first out (LIFO) buffer in the high memory area of a process image. When a program invokes a function a new "stack frame" is LIFO process image stack pointer created. This stack frame consists of the arguments passed to the function as well as a dynamic amount of local variable space. The "stack pointer" is a register that holds the current stack frame stack pointer location of the top of the stack. Since this value is constantly changing as new values are pushed onto the top of the stack, many implementations also provide a "frame pointer" that is located near the beginning of a stack frame so that local variables can more easily be addressed relative to this value. The return address for function frame pointer process image frame pointer return address stack-overflow calls is also stored on the stack, and this is the cause of stack-overflow exploits since overflowing a local variable in a function can overwrite the return address of that function, potentially allowing a malicious user to execute any code he or she wants. Although stack-based attacks are by far the most common, it would also be possible to overrun the stack with a heap-based (malloc/free) attack. The C programming language does not perform automatic bounds checking on arrays or pointers as many other languages do. In addition, the standard C library is filled with a handful of very dangerous functions. strcpy(char *dest, const char *src) May overflow the dest buffer strcat(char *dest, const char *src) May overflow the dest buffer getwd(char *buf) May overflow the buf buffer gets(char *s) May overflow the s buffer [vf]scanf(const char *format, ...) May overflow its arguments. realpath(char *path, char resolved_path[]) May overflow the path buffer [v]sprintf(char *str, const char *format, ...) May overflow the str buffer. Example Buffer Overflow The following example code contains a buffer overflow designed to overwrite the return address and skip the instruction immediately following the function call. (Inspired by ) #include stdio.h void manipulate(char *buffer) { char newbuffer[80]; strcpy(newbuffer,buffer); } int main() { char ch,buffer[4096]; int i=0; while ((buffer[i++] = getchar()) != '\n') {}; i=1; manipulate(buffer); i=2; printf("The value of i is : %d\n",i); return 0; } Let us examine what the memory image of this process would look like if we were to input 160 spaces into our little program before hitting return. [XXX figure here!] Obviously more malicious input can be devised to execute actual compiled instructions (such as exec(/bin/sh)). Avoiding Buffer Overflows The most straightforward solution to the problem of stack-overflows is to always use length restricted memory and string copy functions. strncpy and strncat are part of the standard C library. string copy functions strncpy string copy functions strncat These functions accept a length value as a parameter which should be no larger than the size of the destination buffer. These functions will then copy up to `length' bytes from the source to the destination. However there are a number of problems with these functions. Neither function guarantees NUL termination if the size of the input buffer is as large as the NUL termination destination. The length parameter is also used inconsistently between strncpy and strncat so it is easy for programmers to get confused as to their proper usage. There is also a significant performance loss compared to strcpy when copying a short string into a large buffer since strncpy NUL fills up the size specified. In OpenBSD, another memory copy implementation has been OpenBSD created to get around these problem. The strlcpy and strlcat functions guarantee that they will always null terminate the destination string when given a non-zero length argument. For more information about these functions see . The OpenBSD strlcpy and strlcat instructions have been in FreeBSD since 3.3. string copy functions strlcpy string copy functions strlcat Compiler based run-time bounds checking bounds checking compiler-based Unfortunately there is still a very large assortment of code in public use which blindly copies memory around without using any of the bounded copy routines we just discussed. Fortunately, there is another solution. Several compiler add-ons and libraries exist to do Run-time bounds checking in C/C++. StackGuard gcc StackGuard is one such add-on that is implemented as a small patch to the gcc code generator. From the StackGuard website:
"StackGuard detects and defeats stack smashing attacks by protecting the return address on the stack from being altered. StackGuard places a "canary" word next to the return address when a function is called. If the canary word has been altered when the function returns, then a stack smashing attack has been attempted, and the program responds by emitting an intruder alert into syslog, and then halts."
"StackGuard is implemented as a small patch to the gcc code generator, specifically the function_prolog() and function_epilog() routines. function_prolog() has been enhanced to lay down canaries on the stack when functions start, and function_epilog() checks canary integrity when the function exits. Any attempt at corrupting the return address is thus detected before the function returns."
buffer overflow Recompiling your application with StackGuard is an effective means of stopping most buffer-overflow attacks, but it can still be compromised.
Library based run-time bounds checking bounds checking library-based Compiler-based mechanisms are completely useless for binary-only software for which you cannot recompile. For these situations there are a number of libraries which re-implement the unsafe functions of the C-library (strcpy, fscanf, getwd, etc..) and ensure that these functions can never write past the stack pointer. libsafe libverify libparnoia Unfortunately these library-based defenses have a number of shortcomings. These libraries only protect against a very small set of security related issues and they neglect to fix the actual problem. These defenses may fail if the application was compiled with -fomit-frame-pointer. Also, the LD_PRELOAD and LD_LIBRARY_PATH environment variables can be overwritten/unset by the user.
- SetUID issues + SetUID issues seteuid There are at least 6 different IDs associated with any given process. Because of this you have to be very careful with the access that your process has at any given time. In particular, all seteuid applications should give up their privileges as soon as it is no longer required. user IDs real user ID user IDs effective user ID The real user ID can only be changed by a superuser process. The login program sets this when a user initially logs in and it is seldom changed. The effective user ID is set by the exec() functions if a program has its seteuid bit set. An application can call seteuid() at any time to set the effective user ID to either the real user ID or the saved set-user-ID. When the effective user ID is set by exec() functions, the previous value is saved in the saved set-user-ID. Limiting your program's environment chroot() The traditional method of restricting a process is with the chroot() system call. This system call changes the root directory from which all other paths are referenced for a process and any child processes. For this call to succeed the process must have execute (search) permission on the directory being referenced. The new environment does not actually take effect until you chdir() into your new environment. It should also be noted that a process can easily break out of a chroot environment if it has root privilege. This could be accomplished by creating device nodes to read kernel memory, attaching a debugger to a process outside of the jail, or in many other creative ways. The behavior of the chroot() system call can be controlled somewhat with the kern.chroot_allow_open_directories sysctl variable. When this value is set to 0, chroot() will fail with EPERM if there are any directories open. If set to the default value of 1, then chroot() will fail with EPERM if there are any directories open and the process is already subject to a chroot() call. For any other value, the check for open directories will be bypassed completely. FreeBSD's jail functionality jail The concept of a Jail extends upon the chroot() by limiting the powers of the superuser to create a true `virtual server'. Once a prison is setup all network communication must take place through the specified IP address, and the power of "root privilege" in this jail is severely constrained. While in a prison, any tests of superuser power within the kernel using the suser() call will fail. However, some calls to suser() have been changed to a new interface suser_xxx(). This function is responsible for recognizing or denying access to superuser power for imprisoned processes. A superuser process within a jailed environment has the power to: Manipulate credential with setuid, seteuid, setgid, setegid, setgroups, setreuid, setregid, setlogin Set resource limits with setrlimit Modify some sysctl nodes (kern.hostname) chroot() Set flags on a vnode: chflags, fchflags Set attributes of a vnode such as file permission, owner, group, size, access time, and modification time. Bind to privileged ports in the Internet domain (ports < 1024) Jail is a very useful tool for running applications in a secure environment but it does have some shortcomings. Currently, the IPC mechanisms have not been converted to the suser_xxx so applications such as MySQL cannot be run within a jail. Superuser access may have a very limited meaning within a jail, but there is no way to specify exactly what "very limited" means. POSIX.1e Process Capabilities POSIX.1e Process Capabilities TrustedBSD Posix has released a working draft that adds event auditing, access control lists, fine grained privileges, information labeling, and mandatory access control. This is a work in progress and is the focus of the TrustedBSD project. Some of the initial work has been committed to FreeBSD-current (cap_set_proc(3)). - Trust + Trust An application should never assume that anything about the users environment is sane. This includes (but is certainly not limited to): user input, signals, environment variables, resources, IPC, mmaps, the filesystem working directory, file descriptors, the # of open files, etc. positive filtering data validation You should never assume that you can catch all forms of invalid input that a user might supply. Instead, your application should use positive filtering to only allow a specific subset of inputs that you deem safe. Improper data validation has been the cause of many exploits, especially with CGI scripts on the world wide web. For filenames you need to be extra careful about paths ("../", "/"), symbolic links, and shell escape characters. Perl Taint mode Perl has a really cool feature called "Taint" mode which can be used to prevent scripts from using data derived outside the program in an unsafe way. This mode will check command line arguments, environment variables, locale information, the results of certain syscalls (readdir(), readlink(), getpwxxx(), and all file input. Race Conditions A race condition is anomalous behavior caused by the unexpected dependence on the relative timing of events. In other words, a programmer incorrectly assumed that a particular event would always happen before another. race conditions signals race conditions access checks race conditions file opens Some of the common causes of race conditions are signals, access checks, and file opens. Signals are asynchronous events by nature so special care must be taken in dealing with them. Checking access with access(2) then open(2) is clearly non-atomic. Users can move files in between the two calls. Instead, privileged applications should seteuid() and then call open() directly. Along the same lines, an application should always set a proper umask before open() to obviate the need for spurious chmod() calls.
diff --git a/en_US.ISO8859-1/books/developers-handbook/sound/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/sound/chapter.sgml index 38f39f1e78..9ece7bbd03 100644 --- a/en_US.ISO8859-1/books/developers-handbook/sound/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/sound/chapter.sgml @@ -1,687 +1,687 @@ Jean-Francois Dockes Contributed by Sound subsystem - + Introduction The FreeBSD sound subsystem cleanly separates generic sound handling issues from device-specific ones. This makes it easier to add support for new hardware. The &man.pcm.4; framework is the central piece of the sound subsystem. It mainly implements the following elements: A system call interface (read, write, ioctls) to digitized sound and mixer functions. The ioctl command set is compatible with the legacy OSS or Voxware interface, allowing common multimedia applications to be ported without modification. Common code for processing sound data (format conversions, virtual channels). A uniform software interface to hardware-specific audio interface modules. Additional support for some common hardware interfaces (ac97), or shared hardware-specific code (ex: ISA DMA routines). The support for specific sound cards is implemented by hardware-specific drivers, which provide channel and mixer interfaces to plug into the generic pcm code. In this chapter, the term pcm will refer to the central, common part of the sound driver, as opposed to the hardware-specific modules. The prospective driver writer will of course want to start from an existing module and use the code as the ultimate reference. But, while the sound code is nice and clean, it is also mostly devoid of comments. This document tries to give an overview of the framework interface and answer some questions that may arise while adapting the existing code. As an alternative, or in addition to starting from a working example, you can find a commented driver template at http://people.freebsd.org/~cg/template.c - + Files All the relevant code currently (FreeBSD 4.4) lives in /usr/src/sys/dev/sound/, except for the public ioctl interface definitions, found in /usr/src/sys/sys/soundcard.h Under /usr/src/sys/dev/sound/, the pcm/ directory holds the central code, while the isa/ and pci/ directories have the drivers for ISA and PCI boards. Probing, attaching, etc. Sound drivers probe and attach in almost the same way as any hardware driver module. You might want to look at the ISA or PCI specific sections of the handbook for more information. However, sound drivers differ in some ways: They declare themselves as pcm class devices, with a struct snddev_info device private structure: static driver_t xxx_driver = { "pcm", xxx_methods, sizeof(struct snddev_info) }; DRIVER_MODULE(snd_xxxpci, pci, xxx_driver, pcm_devclass, 0, 0); MODULE_DEPEND(snd_xxxpci, snd_pcm, PCM_MINVER, PCM_PREFVER,PCM_MAXVER); Most sound drivers need to store additional private information about their device. A private data structure is usually allocated in the attach routine. Its address is passed to pcm by the calls to pcm_register() and mixer_init(). pcm later passes back this address as a parameter in calls to the sound driver interfaces. The sound driver attach routine should declare its MIXER or AC97 interface to pcm by calling mixer_init(). For a MIXER interface, this causes in turn a call to xxxmixer_init(). The sound driver attach routine declares its general CHANNEL configuration to pcm by calling pcm_register(dev, sc, nplay, nrec), where sc is the address for the device data structure, used in further calls from pcm, and nplay and nrec are the number of play and record channels. The sound driver attach routine declares each of its channel objects by calls to pcm_addchan(). This sets up the channel glue in pcm and causes in turn a call to xxxchannel_init(). The sound driver detach routine should call pcm_unregister() before releasing its resources. There are two possible methods to handle non-PnP devices: Use a device_identify() method (example: sound/isa/es1888.c). The device_identify() method probes for the hardware at known addresses and, if it finds a supported device, creates a new pcm device which is then passed to probe/attach. Use a custom kernel configuration with appropriate hints for pcm devices (example: sound/isa/mss.c). pcm drivers should implement device_suspend, device_resume and device_shutdown routines, so that power management and module unloading function correctly. - + Interfaces The interface between the pcm core and the sound drivers is defined in terms of kernel objects. There are two main interfaces that a sound driver will usually provide: CHANNEL and either MIXER or AC97. The AC97 interface is a very small hardware access (register read/write) interface, implemented by drivers for hardware with an AC97 codec. In this case, the actual MIXER interface is provided by the shared AC97 code in pcm. The CHANNEL interface Common notes for function parameters Sound drivers usually have a private data structure to describe their device, and one structure for each play and record data channel that it supports. For all CHANNEL interface functions, the first parameter is an opaque pointer. The second parameter is a pointer to the private channel data structure, except for channel_init() which has a pointer to the private device structure (and returns the channel pointer for further use by pcm). Overview of data transfer operations For sound data transfers, the pcm core and the sound drivers communicate through a shared memory area, described by a struct snd_dbuf. struct snd_dbuf is private to pcm, and sound drivers obtain values of interest by calls to accessor functions (sndbuf_getxxx()). The shared memory area has a size of sndbuf_getsize() and is divided into fixed size blocks of sndbuf_getblksz() bytes. When playing, the general transfer mechanism is as follows (reverse the idea for recording): pcm initially fills up the buffer, then calls the sound driver's xxxchannel_trigger() function with a parameter of PCMTRIG_START. The sound driver then arranges to repeatedly transfer the whole memory area (sndbuf_getbuf(), sndbuf_getsize()) to the device, in blocks of sndbuf_getblksz() bytes. It calls back the chn_intr() pcm function for each transferred block (this will typically happen at interrupt time). chn_intr() arranges to copy new data to the area that was transferred to the device (now free), and make appropriate updates to the snd_dbuf structure. channel_init xxxchannel_init() is called to initialize each of the play or record channels. The calls are initiated from the sound driver attach routine. (See the probe and attach section). static void * xxxchannel_init(kobj_t obj, void *data, struct snd_dbuf *b, struct pcm_channel *c, int dir) { struct xxx_info *sc = data; struct xxx_chinfo *ch; ... return ch; } b is the address for the channel struct snd_dbuf. It should be initialized in the function by calling sndbuf_alloc(). The buffer size to use is normally a small multiple of the 'typical' unit transfer size for your device. c is the pcm channel control structure pointer. This is an opaque object. The function should store it in the local channel structure, to be used in later calls to pcm (ie: chn_intr(c)). dir indicates the channel direction (PCMDIR_PLAY or PCMDIR_REC). The function should return a pointer to the private area used to control this channel. This will be passed as a parameter to other channel interface calls. channel_setformat xxxchannel_setformat() should set up the hardware for the specified channel for the specified sound format. static int xxxchannel_setformat(kobj_t obj, void *data, u_int32_t format) { struct xxx_chinfo *ch = data; ... return 0; } format is specified as an AFMT_XXX value (soundcard.h). channel_setspeed xxxchannel_setspeed() sets up the channel hardware for the specified sampling speed, and returns the possibly adjusted speed. static int xxxchannel_setspeed(kobj_t obj, void *data, u_int32_t speed) { struct xxx_chinfo *ch = data; ... return speed; } channel_setblocksize xxxchannel_setblocksize() sets the block size, which is the size of unit transactions between pcm and the sound driver, and between the sound driver and the device. Typically, this would be the number of bytes transferred before an interrupt occurs. During a transfer, the sound driver should call pcm's chn_intr() every time this size has been transferred. Most sound drivers only take note of the block size here, to be used when an actual transfer will be started. static int xxxchannel_setblocksize(kobj_t obj, void *data, u_int32_t blocksize) { struct xxx_chinfo *ch = data; ... return blocksize; } The function returns the possibly adjusted block size. In case the block size is indeed changed, sndbuf_resize() should be called to adjust the buffer. channel_trigger xxxchannel_trigger() is called by pcm to control data transfer operations in the driver. static int xxxchannel_trigger(kobj_t obj, void *data, int go) { struct xxx_chinfo *ch = data; ... return 0; } go defines the action for the current call. The possible values are: PCMTRIG_START: the driver should start a data transfer from or to the channel buffer. If needed, the buffer base and size can be retrieved through sndbuf_getbuf() and sndbuf_getsize(). PCMTRIG_EMLDMAWR / PCMTRIG_EMLDMARD: this tells the driver that the input or output buffer may have been updated. Most drivers just ignore these calls. PCMTRIG_STOP / PCMTRIG_ABORT: the driver should stop the current transfer. If the driver uses ISA DMA, sndbuf_isadma() should be called before performing actions on the device, and will take care of the DMA chip side of things. channel_getptr xxxchannel_getptr() returns the current offset in the transfer buffer. This will typically be called by chn_intr(), and this is how pcm knows where it can transfer new data. channel_free xxxchannel_free() is called to free up channel resources, for example when the driver is unloaded, and should be implemented if the channel data structures are dynamically allocated or if sndbuf_alloc() was not used for buffer allocation. channel_getcaps struct pcmchan_caps * xxxchannel_getcaps(kobj_t obj, void *data) { return &xxx_caps; } The routine returns a pointer to a (usually statically-defined) pcmchan_caps structure (defined in sound/pcm/channel.h. The structure holds the minimum and maximum sampling frequencies, and the accepted sound formats. Look at any sound driver for an example. More functions channel_reset(), channel_resetdone(), and channel_notify() are for special purposes and should not be implemented in a driver without discussing it with the authorities (&a.cg;). channel_setdir() is deprecated. The MIXER interface mixer_init xxxmixer_init() initializes the hardware and tells pcm what mixer devices are available for playing and recording static int xxxmixer_init(struct snd_mixer *m) { struct xxx_info *sc = mix_getdevinfo(m); u_int32_t v; [Initialize hardware] [Set appropriate bits in v for play mixers] mix_setdevs(m, v); [Set appropriate bits in v for record mixers] mix_setrecdevs(m, v) return 0; } Set bits in an integer value and call mix_setdevs() and mix_setrecdevs() to tell pcm what devices exist. Mixer bits definitions can be found in soundcard.h (SOUND_MASK_XXX values and SOUND_MIXER_XXX bit shifts). mixer_set xxxmixer_set() sets the volume level for one mixer device. static int xxxmixer_set(struct snd_mixer *m, unsigned dev, unsigned left, unsigned right) { struct sc_info *sc = mix_getdevinfo(m); [set volume level] return left | (right << 8); } The device is specified as a SOUND_MIXER_XXX value The volume values are specified in range [0-100]. A value of zero should mute the device. As the hardware levels probably won't match the input scale, and some rounding will occur, the routine returns the actual level values (in range 0-100) as shown. mixer_setrecsrc xxxmixer_setrecsrc() sets the recording source device. static int xxxmixer_setrecsrc(struct snd_mixer *m, u_int32_t src) { struct xxx_info *sc = mix_getdevinfo(m); [look for non zero bit(s) in src, set up hardware] [update src to reflect actual action] return src; } The desired recording devices are specified as a bit field The actual devices set for recording are returned. Some drivers can only set one device for recording. The function should return -1 if an error occurs. mixer_uninit, mixer_reinit xxxmixer_uninit() should ensure that all sound is muted and if possible mixer hardware should be powered down xxxmixer_reinit() should ensure that the mixer hardware is powered up and any settings not controlled by mixer_set() or mixer_setrecsrc() are restored. The AC97 interface The AC97 interface is implemented by drivers with an AC97 codec. It only has three methods: xxxac97_init() returns the number of ac97 codecs found. ac97_read() and ac97_write() read or write a specified register. The AC97 interface is used by the AC97 code in pcm to perform higher level operations. Look at sound/pci/maestro3.c or many others under sound/pci/ for an example. diff --git a/en_US.ISO8859-1/books/developers-handbook/sysinit/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/sysinit/chapter.sgml index 1b8a0b4cdb..083d21c8b4 100644 --- a/en_US.ISO8859-1/books/developers-handbook/sysinit/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/sysinit/chapter.sgml @@ -1,161 +1,161 @@ The Sysinit Framework Sysinit is the framework for a generic call sort and dispatch mechanism. FreeBSD currently uses it for the dynamic initialization of the kernel. Sysinit allows FreeBSD's kernel subsystems to be reordered, and added, removed, and replaced at kernel link time when the kernel or one of its modules is loaded without having to edit a statically ordered initialization routing and recompile the kernel. This system also allows kernel modules, currently called KLD's, to be separately compiled, linked, and initialized at boot time and loaded even later while the system is already running. This is accomplished using the kernel linker and linker sets. - + Terminology Linker Set A linker technique in which the linker gathers statically declared data throughout a program's source files into a single contiguously addressable unit of data. - + Sysinit Operation Sysinit relies on the ability of the linker to take static data declared at multiple locations throughout a program's source and group it together as a single contiguous chunk of data. This linker technique is called a linker set. Sysinit uses two linker sets to maintain two data sets containing each consumer's call order, function, and a pointer to the data to pass to that function. Sysinit uses two priorities when ordering the functions for execution. The first priority is a subsystem ID giving an overall order Sysinit's dispatch of functions. Current predeclared ID's are in <sys/kernel.h> in the enum list sysinit_sub_id. The second priority used is an element order within the subsystem. Current predeclared subsystem element orders are in <sys/kernel.h> in the enum list sysinit_elem_order. There are currently two uses for Sysinit. Function dispatch at system startup and kernel module loads, and function dispatch at system shutdown and kernel module unload. - + Using Sysinit Interface Headers <sys/kernel.h> Macros SYSINIT(uniquifier, subsystem, order, func, ident) SYSUNINIT(uniquifier, subsystem, order, func, ident) Startup The SYSINIT() macro creates the necessary sysinit data in Sysinit's startup data set for Sysinit to sort and dispatch a function at system startup and module load. SYSINIT() takes a uniquifier that Sysinit uses identify the particular function dispatch data, the subsystem order, the subsystem element order, the function to call, and the data to pass the function. All functions must take a constant pointer argument. For example: #include <sys/kernel.h> void foo_null(void *unused) { foo_doo(); } SYSINIT(foo_null, SI_SUB_FOO, SI_ORDER_FOO, NULL); struct foo foo_voodoo = { FOO_VOODOO; } void foo_arg(void *vdata) { struct foo *foo = (struct foo *)vdata; foo_data(foo); } SYSINIT(foo_arg, SI_SUB_FOO, SI_ORDER_FOO, foo_voodoo); Shutdown The SYSUNINIT() macro behaves similarly to the SYSINIT() macro except that it adds the Sysinit data to Sysinit's shutdown data set. For example: #include <sys/kernel.h> void foo_cleanup(void *unused) { foo_kill(); } SYSUNINIT(foo_cleanup, SI_SUB_FOO, SI_ORDER_FOO, NULL); struct foo_stack foo_stack = { FOO_STACK_VOODOO; } void foo_flush(void *vdata) { } SYSUNINIT(foo_flush, SI_SUB_FOO, SI_ORDER_FOO, foo_stack); diff --git a/en_US.ISO8859-1/books/developers-handbook/tools/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/tools/chapter.sgml index 556c8c6bed..d42b803076 100644 --- a/en_US.ISO8859-1/books/developers-handbook/tools/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/tools/chapter.sgml @@ -1,2357 +1,2357 @@ James Raynard Written by Murray Stokely Modifications for the Developer's Handbook by Programming Tools - Synopsis + Synopsis This chapter is an introduction to using some of the programming tools supplied with FreeBSD, although much of it will be applicable to many other versions of Unix. It does not attempt to describe coding in any detail. Most of the chapter assumes little or no previous programming knowledge, although it is hoped that most programmers will find something of value in it. - Introduction + Introduction FreeBSD offers an excellent development environment. Compilers for C, C++, and Fortran and an assembler come with the basic system, not to mention a Perl interpreter and classic Unix tools such as sed and awk. If that is not enough, there are many more compilers and interpreters in the Ports collection. FreeBSD is very compatible with standards such as POSIX and ANSI C, as well with its own BSD heritage, so it is possible to write applications that will compile and run with little or no modification on a wide range of platforms. However, all this power can be rather overwhelming at first if you have never written programs on a Unix platform before. This document aims to help you get up and running, without getting too deeply into more advanced topics. The intention is that this document should give you enough of the basics to be able to make some sense of the documentation. Most of the document requires little or no knowledge of programming, although it does assume a basic competence with using Unix and a willingness to learn! - + Introduction to Programming A program is a set of instructions that tell the computer to do various things; sometimes the instruction it has to perform depends on what happened when it performed a previous instruction. This section gives an overview of the two main ways in which you can give these instructions, or commands as they are usually called. One way uses an interpreter, the other a compiler. As human languages are too difficult for a computer to understand in an unambiguous way, commands are usually written in one or other languages specially designed for the purpose. Interpreters With an interpreter, the language comes as an environment, where you type in commands at a prompt and the environment executes them for you. For more complicated programs, you can type the commands into a file and get the interpreter to load the file and execute the commands in it. If anything goes wrong, many interpreters will drop you into a debugger to help you track down the problem. The advantage of this is that you can see the results of your commands immediately, and mistakes can be corrected readily. The biggest disadvantage comes when you want to share your programs with someone. They must have the same interpreter, or you must have some way of giving it to them, and they need to understand how to use it. Also users may not appreciate being thrown into a debugger if they press the wrong key! From a performance point of view, interpreters can use up a lot of memory, and generally do not generate code as efficiently as compilers. In my opinion, interpreted languages are the best way to start if you have not done any programming before. This kind of environment is typically found with languages like Lisp, Smalltalk, Perl and Basic. It could also be argued that the Unix shell (sh, csh) is itself an interpreter, and many people do in fact write shell scripts to help with various housekeeping tasks on their machine. Indeed, part of the original Unix philosophy was to provide lots of small utility programs that could be linked together in shell scripts to perform useful tasks. Interpreters available with FreeBSD Here is a list of interpreters that are available as FreeBSD packages, with a brief discussion of some of the more popular interpreted languages. To get one of these packages, all you need to do is to click on the hotlink for the package, to download the package and then install the package by running: &prompt.root; pkg_add package name as root. Obviously, you will need to have a fully functional FreeBSD 2.1.0 or later system for the package to work! BASIC Short for Beginner's All-purpose Symbolic Instruction Code. Developed in the 1950s for teaching University students to program and provided with every self-respecting personal computer in the 1980s, BASIC has been the first programming language for many programmers. It is also the foundation for Visual Basic. The Bywater Basic Interpreter and the Phil Cockroft's Basic Interpreter (formerly Rabbit Basic) are available as FreeBSD packages. Lisp A language that was developed in the late 1950s as an alternative to the number-crunching languages that were popular at the time. Instead of being based on numbers, Lisp is based on lists; in fact the name is short for List Processing. Very popular in AI (Artificial Intelligence) circles. Lisp is an extremely powerful and sophisticated language, but can be rather large and unwieldy. Various implementations of Lisp that can run on UNIX systems are available as packages for FreeBSD. GNU Common Lisp, CLISP by Bruno Haible and Michael Stoll, CMUCL which includes a highly-optimizing compiler too, or simpler Lisp implementations, like SLisp which implements most of the Common Lisp constructs in a few hundred lines of C code. Perl Very popular with system administrators for writing scripts; also often used on World Wide Web servers for writing CGI scripts. Perl is available as a package for all FreeBSD releases, and is installed as /usr/bin/perl in the base system of 4.x releases. Scheme A dialect of Lisp that is rather more compact and cleaner than Common Lisp. Popular in Universities as it is simple enough to teach to undergraduates as a first language, while it has a high enough level of abstraction to be used in research work. FreeBSD has packages of the Elk Scheme Interpreter, the MIT Scheme Interpreter and the SCM Scheme Interpreter. Icon Icon is a high-level language with extensive facilities for processing strings and structures. A package is available for FreeBSD. Logo Logo is a language that is easy to learn, and has been used as an introductory programming language in various courses. It is an excellent tool to work with when teaching programming in small ages, as it makes the creation of elaborate geometric shapes an easy task even for very small children. A package is available for FreeBSD of Brian Harvey's LOGO Interpreter. Python Python is an Object-Oriented, intepreted language. Its advocates argue that it is one of the best languages to start programming with, since it is relatively easy to start with, but is not limited in comparison to other popular intepreted languages that are used for the development of large, complex applications (Perl and Tcl are two other languages that are popular for such tasks). A package of the latest version of Python for FreeBSD is available here. Tcl and Tk Tcl is an embeddable, intepreted language, that has become widely used and became popular mostly because of its portability to many platforms. It can be used both for quickly writing small, prototype applications, or (when combined with Tk, a GUI toolkit) fully-fledged, featureful programs. Various versions of Tcl are available as packages for FreeBSD. The latest version is, as of this writing, Tcl version 8.3. Compilers Compilers are rather different. First of all, you write your code in a file (or files) using an editor. You then run the compiler and see if it accepts your program. If it did not compile, grit your teeth and go back to the editor; if it did compile and gave you a program, you can run it either at a shell command prompt or in a debugger to see if it works properly. If you run it in the shell, you may get a core dump. Obviously, this is not quite as direct as using an interpreter. However it allows you to do a lot of things which are very difficult or even impossible with an interpreter, such as writing code which interacts closely with the operating system—or even writing your own operating system! It is also useful if you need to write very efficient code, as the compiler can take its time and optimise the code, which would not be acceptable in an interpreter. Moreover, distributing a program written for a compiler is usually more straightforward than one written for an interpreter—you can just give them a copy of the executable, assuming they have the same operating system as you. Compiled languages include Pascal, C and C++. C and C++ are rather unforgiving languages, and best suited to more experienced programmers; Pascal, on the other hand, was designed as an educational language, and is quite a good language to start with. FreeBSD does not include Pascal support in the base system, but the GNU Pascal Compiler (gpc) is available in the ports collection as lang/gpc. As the edit-compile-run-debug cycle is rather tedious when using separate programs, many commercial compiler makers have produced Integrated Development Environments (IDEs for short). FreeBSD does not include an IDE in the base system, but devel/kdevelop is available in the ports tree and many use Emacs for this purpose. Using Emacs as an IDE is discussed in . - + Compiling with <command>cc</command> This section deals only with the GNU compiler for C and C++, since that comes with the base FreeBSD system. It can be invoked by either cc or gcc. The details of producing a program with an interpreter vary considerably between interpreters, and are usually well covered in the documentation and on-line help for the interpreter. Once you have written your masterpiece, the next step is to convert it into something that will (hopefully!) run on FreeBSD. This usually involves several steps, each of which is done by a separate program. Pre-process your source code to remove comments and do other tricks like expanding macros in C. Check the syntax of your code to see if you have obeyed the rules of the language. If you have not, it will complain! Convert the source code into assembly language—this is very close to machine code, but still understandable by humans. Allegedly. To be strictly accurate, cc converts the source code into its own, machine-independent p-code instead of assembly language at this stage. Convert the assembly language into machine code—yep, we are talking bits and bytes, ones and zeros here. Check that you have used things like functions and global variables in a consistent way. For example, if you have called a non-existent function, it will complain. If you are trying to produce an executable from several source code files, work out how to fit them all together. Work out how to produce something that the system's run-time loader will be able to load into memory and run. Finally, write the executable on the filesystem. The word compiling is often used to refer to just steps 1 to 4—the others are referred to as linking. Sometimes step 1 is referred to as pre-processing and steps 3-4 as assembling. Fortunately, almost all this detail is hidden from you, as cc is a front end that manages calling all these programs with the right arguments for you; simply typing &prompt.user; cc foobar.c will cause foobar.c to be compiled by all the steps above. If you have more than one file to compile, just do something like &prompt.user; cc foo.c bar.c Note that the syntax checking is just that—checking the syntax. It will not check for any logical mistakes you may have made, like putting the program into an infinite loop, or using a bubble sort when you meant to use a binary sort. In case you did not know, a binary sort is an efficient way of sorting things into order and a bubble sort is not. There are lots and lots of options for cc, which are all in the manual page. Here are a few of the most important ones, with examples of how to use them. The output name of the file. If you do not use this option, cc will produce an executable called a.out. The reasons for this are buried in the mists of history. &prompt.user; cc foobar.c executable is a.out &prompt.user; cc -o foobar foobar.c executable is foobar Just compile the file, do not link it. Useful for toy programs where you just want to check the syntax, or if you are using a Makefile. &prompt.user; cc -c foobar.c This will produce an object file (not an executable) called foobar.o. This can be linked together with other object files into an executable. Create a debug version of the executable. This makes the compiler put information into the executable about which line of which source file corresponds to which function call. A debugger can use this information to show the source code as you step through the program, which is very useful; the disadvantage is that all this extra information makes the program much bigger. Normally, you compile with while you are developing a program and then compile a release version without when you are satisfied it works properly. &prompt.user; cc -g foobar.c This will produce a debug version of the program. Note, we did not use the flag to specify the executable name, so we will get an executable called a.out. Producing a debug version called foobar is left as an exercise for the reader! Create an optimised version of the executable. The compiler performs various clever tricks to try and produce an executable that runs faster than normal. You can add a number after the to specify a higher level of optimisation, but this often exposes bugs in the compiler's optimiser. For instance, the version of cc that comes with the 2.1.0 release of FreeBSD is known to produce bad code with the option in some circumstances. Optimisation is usually only turned on when compiling a release version. &prompt.user; cc -O -o foobar foobar.c This will produce an optimised version of foobar. The following three flags will force cc to check that your code complies to the relevant international standard, often referred to as the ANSI standard, though strictly speaking it is an ISO standard. Enable all the warnings which the authors of cc believe are worthwhile. Despite the name, it will not enable all the warnings cc is capable of. Turn off most, but not all, of the non-ANSI C features provided by cc. Despite the name, it does not guarantee strictly that your code will comply to the standard. Turn off all cc's non-ANSI C features. Without these flags, cc will allow you to use some of its non-standard extensions to the standard. Some of these are very useful, but will not work with other compilers—in fact, one of the main aims of the standard is to allow people to write code that will work with any compiler on any system. This is known as portable code. Generally, you should try to make your code as portable as possible, as otherwise you may have to completely rewrite the program later to get it to work somewhere else—and who knows what you may be using in a few years time? &prompt.user; cc -Wall -ansi -pedantic -o foobar foobar.c This will produce an executable foobar after checking foobar.c for standard compliance. Specify a function library to be used during when linking. The most common example of this is when compiling a program that uses some of the mathematical functions in C. Unlike most other platforms, these are in a separate library from the standard C one and you have to tell the compiler to add it. The rule is that if the library is called libsomething.a, you give cc the argument . For example, the math library is libm.a, so you give cc the argument . A common gotcha with the math library is that it has to be the last library on the command line. &prompt.user; cc -o foobar foobar.c -lm This will link the math library functions into foobar. If you are compiling C++ code, you need to add , or if you are using FreeBSD 2.2 or later, to the command line argument to link the C++ library functions. Alternatively, you can run c++ instead of cc, which does this for you. c++ can also be invoked as g++ on FreeBSD. &prompt.user; cc -o foobar foobar.cc -lg++ For FreeBSD 2.1.6 and earlier &prompt.user; cc -o foobar foobar.cc -lstdc++ For FreeBSD 2.2 and later &prompt.user; c++ -o foobar foobar.cc Each of these will both produce an executable foobar from the C++ source file foobar.cc. Note that, on Unix systems, C++ source files traditionally end in .C, .cxx or .cc, rather than the MS-DOS style .cpp (which was already used for something else). gcc used to rely on this to work out what kind of compiler to use on the source file; however, this restriction no longer applies, so you may now call your C++ files .cpp with impunity! Common <command>cc</command> Queries and Problems I am trying to write a program which uses the sin() function and I get an error like this. What does it mean? /var/tmp/cc0143941.o: Undefined symbol `_sin' referenced from text segment When using mathematical functions like sin(), you have to tell cc to link in the math library, like so: &prompt.user; cc -o foobar foobar.c -lm All right, I wrote this simple program to practice using . All it does is raise 2.1 to the power of 6. #include <stdio.h> int main() { float f; f = pow(2.1, 6); printf("2.1 ^ 6 = %f\n", f); return 0; } and I compiled it as: &prompt.user; cc temp.c -lm like you said I should, but I get this when I run it: &prompt.user; ./a.out 2.1 ^ 6 = 1023.000000 This is not the right answer! What is going on? When the compiler sees you call a function, it checks if it has already seen a prototype for it. If it has not, it assumes the function returns an int, which is definitely not what you want here. So how do I fix this? The prototypes for the mathematical functions are in math.h. If you include this file, the compiler will be able to find the prototype and it will stop doing strange things to your calculation! #include <math.h> #include <stdio.h> int main() { ... After recompiling it as you did before, run it: &prompt.user; ./a.out 2.1 ^ 6 = 85.766121 If you are using any of the mathematical functions, always include math.h and remember to link in the math library. I compiled a file called foobar.c and I cannot find an executable called foobar. Where's it gone? Remember, cc will call the executable a.out unless you tell it differently. Use the option: &prompt.user; cc -o foobar foobar.c OK, I have an executable called foobar, I can see it when I run ls, but when I type in foobar at the command prompt it tells me there is no such file. Why can it not find it? Unlike MS-DOS, Unix does not look in the current directory when it is trying to find out which executable you want it to run, unless you tell it to. Either type ./foobar, which means run the file called foobar in the current directory, or change your PATH environment variable so that it looks something like bin:/usr/bin:/usr/local/bin:. The dot at the end means look in the current directory if it is not in any of the others. I called my executable test, but nothing happens when I run it. What is going on? Most Unix systems have a program called test in /usr/bin and the shell is picking that one up before it gets to checking the current directory. Either type: &prompt.user; ./test or choose a better name for your program! I compiled my program and it seemed to run all right at first, then there was an error and it said something about core dumped. What does that mean? The name core dump dates back to the very early days of Unix, when the machines used core memory for storing data. Basically, if the program failed under certain conditions, the system would write the contents of core memory to disk in a file called core, which the programmer could then pore over to find out what went wrong. Fascinating stuff, but what I am supposed to do now? Use gdb to analyse the core (see ). When my program dumped core, it said something about a segmentation fault. What is that? This basically means that your program tried to perform some sort of illegal operation on memory; Unix is designed to protect the operating system and other programs from rogue programs. Common causes for this are: Trying to write to a NULL pointer, eg char *foo = NULL; strcpy(foo, "bang!"); Using a pointer that has not been initialised, eg char *foo; strcpy(foo, "bang!"); The pointer will have some random value that, with luck, will point into an area of memory that is not available to your program and the kernel will kill your program before it can do any damage. If you are unlucky, it will point somewhere inside your own program and corrupt one of your data structures, causing the program to fail mysteriously. Trying to access past the end of an array, eg int bar[20]; bar[27] = 6; Trying to store something in read-only memory, eg char *foo = "My string"; strcpy(foo, "bang!"); Unix compilers often put string literals like "My string" into read-only areas of memory. Doing naughty things with malloc() and free(), eg char bar[80]; free(bar); or char *foo = malloc(27); free(foo); free(foo); Making one of these mistakes will not always lead to an error, but they are always bad practice. Some systems and compilers are more tolerant than others, which is why programs that ran well on one system can crash when you try them on an another. Sometimes when I get a core dump it says bus error. It says in my Unix book that this means a hardware problem, but the computer still seems to be working. Is this true? No, fortunately not (unless of course you really do have a hardware problem…). This is usually another way of saying that you accessed memory in a way you should not have. This dumping core business sounds as though it could be quite useful, if I can make it happen when I want to. Can I do this, or do I have to wait until there is an error? Yes, just go to another console or xterm, do &prompt.user; ps to find out the process ID of your program, and do &prompt.user; kill -ABRT pid where pid is the process ID you looked up. This is useful if your program has got stuck in an infinite loop, for instance. If your program happens to trap SIGABRT, there are several other signals which have a similar effect. Alternatively, you can create a core dump from inside your program, by calling the abort() function. See the manual page of &man.abort.3; to learn more. If you want to create a core dump from outside your program, but do not want the process to terminate, you can use the gcore program. See the manual page of &man.gcore.1; for more information. - + Make What is <command>make</command>? When you are working on a simple program with only one or two source files, typing in &prompt.user; cc file1.c file2.c is not too bad, but it quickly becomes very tedious when there are several files—and it can take a while to compile, too. One way to get around this is to use object files and only recompile the source file if the source code has changed. So we could have something like: &prompt.user; cc file1.o file2.ofile37.c if we had changed file37.c, but not any of the others, since the last time we compiled. This may speed up the compilation quite a bit, but does not solve the typing problem. Or we could write a shell script to solve the typing problem, but it would have to re-compile everything, making it very inefficient on a large project. What happens if we have hundreds of source files lying about? What if we are working in a team with other people who forget to tell us when they have changed one of their source files that we use? Perhaps we could put the two solutions together and write something like a shell script that would contain some kind of magic rule saying when a source file needs compiling. Now all we need now is a program that can understand these rules, as it is a bit too complicated for the shell. This program is called make. It reads in a file, called a makefile, that tells it how different files depend on each other, and works out which files need to be re-compiled and which ones do not. For example, a rule could say something like if fromboz.o is older than fromboz.c, that means someone must have changed fromboz.c, so it needs to be re-compiled. The makefile also has rules telling make how to re-compile the source file, making it a much more powerful tool. Makefiles are typically kept in the same directory as the source they apply to, and can be called makefile, Makefile or MAKEFILE. Most programmers use the name Makefile, as this puts it near the top of a directory listing, where it can easily be seen. They do not use the MAKEFILE form as block capitals are often used for documentation files like README. Example of using <command>make</command> Here is a very simple make file: foo: foo.c cc -o foo foo.c It consists of two lines, a dependency line and a creation line. The dependency line here consists of the name of the program (known as the target), followed by a colon, then whitespace, then the name of the source file. When make reads this line, it looks to see if foo exists; if it exists, it compares the time foo was last modified to the time foo.c was last modified. If foo does not exist, or is older than foo.c, it then looks at the creation line to find out what to do. In other words, this is the rule for working out when foo.c needs to be re-compiled. The creation line starts with a tab (press the tab key) and then the command you would type to create foo if you were doing it at a command prompt. If foo is out of date, or does not exist, make then executes this command to create it. In other words, this is the rule which tells make how to re-compile foo.c. So, when you type make, it will make sure that foo is up to date with respect to your latest changes to foo.c. This principle can be extended to Makefiles with hundreds of targets—in fact, on FreeBSD, it is possible to compile the entire operating system just by typing make world in the appropriate directory! Another useful property of makefiles is that the targets do not have to be programs. For instance, we could have a make file that looks like this: foo: foo.c cc -o foo foo.c install: cp foo /home/me We can tell make which target we want to make by typing: &prompt.user; make target make will then only look at that target and ignore any others. For example, if we type make foo with the makefile above, make will ignore the install target. If we just type make on its own, make will always look at the first target and then stop without looking at any others. So if we typed make here, it will just go to the foo target, re-compile foo if necessary, and then stop without going on to the install target. Notice that the install target does not actually depend on anything! This means that the command on the following line is always executed when we try to make that target by typing make install. In this case, it will copy foo into the user's home directory. This is often used by application makefiles, so that the application can be installed in the correct directory when it has been correctly compiled. This is a slightly confusing subject to try to explain. If you do not quite understand how make works, the best thing to do is to write a simple program like hello world and a make file like the one above and experiment. Then progress to using more than one source file, or having the source file include a header file. The touch command is very useful here—it changes the date on a file without you having to edit it. Make and include-files C code often starts with a list of files to include, for example stdio.h. Some of these files are system-include files, some of them are from the project you are now working on: #include <stdio.h> #include "foo.h" int main(.... To make sure that this file is recompiled the moment foo.h is changed, you have to add it in your Makefile: foo: foo.c foo.h The moment your project is getting bigger and you have more and more own include-files to maintain, it will be a pain to keep track of all include files and the files which are depending on it. If you change an include-file but forget to recompile all the files which are depending on it, the results will be devastating. gcc has an option to analyze your files and to produce a list of include-files and their dependencies: . If you add this to your Makefile: depend: gcc -E -MM *.c > .depend and run make depend, the file .depend will appear with a list of object-files, C-files and the include-files: foo.o: foo.c foo.h If you change foo.h, next time you run make all files depending on foo.h will be recompiled. Do not forget to run make depend each time you add an include-file to one of your files. FreeBSD Makefiles Makefiles can be rather complicated to write. Fortunately, BSD-based systems like FreeBSD come with some very powerful ones as part of the system. One very good example of this is the FreeBSD ports system. Here is the essential part of a typical ports Makefile: MASTER_SITES= ftp://freefall.cdrom.com/pub/FreeBSD/LOCAL_PORTS/ DISTFILES= scheme-microcode+dist-7.3-freebsd.tgz .include <bsd.port.mk> Now, if we go to the directory for this port and type make, the following happens: A check is made to see if the source code for this port is already on the system. If it is not, an FTP connection to the URL in MASTER_SITES is set up to download the source. The checksum for the source is calculated and compared it with one for a known, good, copy of the source. This is to make sure that the source was not corrupted while in transit. Any changes required to make the source work on FreeBSD are applied—this is known as patching. Any special configuration needed for the source is done. (Many Unix program distributions try to work out which version of Unix they are being compiled on and which optional Unix features are present—this is where they are given the information in the FreeBSD ports scenario). The source code for the program is compiled. In effect, we change to the directory where the source was unpacked and do make—the program's own make file has the necessary information to build the program. We now have a compiled version of the program. If we wish, we can test it now; when we feel confident about the program, we can type make install. This will cause the program and any supporting files it needs to be copied into the correct location; an entry is also made into a package database, so that the port can easily be uninstalled later if we change our mind about it. Now I think you will agree that is rather impressive for a four line script! The secret lies in the last line, which tells make to look in the system makefile called bsd.port.mk. It is easy to overlook this line, but this is where all the clever stuff comes from—someone has written a makefile that tells make to do all the things above (plus a couple of other things I did not mention, including handling any errors that may occur) and anyone can get access to that just by putting a single line in their own make file! If you want to have a look at these system makefiles, they are in /usr/share/mk, but it is probably best to wait until you have had a bit of practice with makefiles, as they are very complicated (and if you do look at them, make sure you have a flask of strong coffee handy!) More advanced uses of <command>make</command> Make is a very powerful tool, and can do much more than the simple example above shows. Unfortunately, there are several different versions of make, and they all differ considerably. The best way to learn what they can do is probably to read the documentation—hopefully this introduction will have given you a base from which you can do this. The version of make that comes with FreeBSD is the Berkeley make; there is a tutorial for it in /usr/share/doc/psd/12.make. To view it, do &prompt.user; zmore paper.ascii.gz in that directory. Many applications in the ports use GNU make, which has a very good set of info pages. If you have installed any of these ports, GNU make will automatically have been installed as gmake. It is also available as a port and package in its own right. To view the info pages for GNU make, you will have to edit the dir file in the /usr/local/info directory to add an entry for it. This involves adding a line like * Make: (make). The GNU Make utility. to the file. Once you have done this, you can type info and then select make from the menu (or in Emacs, do C-h i). Debugging The Debugger The debugger that comes with FreeBSD is called gdb (GNU debugger). You start it up by typing &prompt.user; gdb progname although most people prefer to run it inside Emacs. You can do this by: M-x gdb RET progname RET Using a debugger allows you to run the program under more controlled circumstances. Typically, you can step through the program a line at a time, inspect the value of variables, change them, tell the debugger to run up to a certain point and then stop, and so on. You can even attach to a program that is already running, or load a core file to investigate why the program crashed. It is even possible to debug the kernel, though that is a little trickier than the user applications we will be discussing in this section. gdb has quite good on-line help, as well as a set of info pages, so this section will concentrate on a few of the basic commands. Finally, if you find its text-based command-prompt style off-putting, there is a graphical front-end for it (xxgdb) in the ports collection. This section is intended to be an introduction to using gdb and does not cover specialised topics such as debugging the kernel. Running a program in the debugger You will need to have compiled the program with the option to get the most out of using gdb. It will work without, but you will only see the name of the function you are in, instead of the source code. If you see a line like: … (no debugging symbols found) … when gdb starts up, you will know that the program was not compiled with the option. At the gdb prompt, type break main. This will tell the debugger to skip over the preliminary set-up code in the program and start at the beginning of your code. Now type run to start the program—it will start at the beginning of the set-up code and then get stopped by the debugger when it calls main(). (If you have ever wondered where main() gets called from, now you know!). You can now step through the program, a line at a time, by pressing n. If you get to a function call, you can step into it by pressing s. Once you are in a function call, you can return from stepping into a function call by pressing f. You can also use up and down to take a quick look at the caller. Here is a simple example of how to spot a mistake in a program with gdb. This is our program (with a deliberate mistake): #include <stdio.h> int bazz(int anint); main() { int i; printf("This is my program\n"); bazz(i); return 0; } int bazz(int anint) { printf("You gave me %d\n", anint); return anint; } This program sets i to be 5 and passes it to a function bazz() which prints out the number we gave it. When we compile and run the program we get &prompt.user; cc -g -o temp temp.c &prompt.user; ./temp This is my program anint = 4231 That was not what we expected! Time to see what is going on! &prompt.user; gdb temp GDB is free software and you are welcome to distribute copies of it under certain conditions; type "show copying" to see the conditions. There is absolutely no warranty for GDB; type "show warranty" for details. GDB 4.13 (i386-unknown-freebsd), Copyright 1994 Free Software Foundation, Inc. (gdb) break main Skip the set-up code Breakpoint 1 at 0x160f: file temp.c, line 9. gdb puts breakpoint at main() (gdb) run Run as far as main() Starting program: /home/james/tmp/temp Program starts running Breakpoint 1, main () at temp.c:9 gdb stops at main() (gdb) n Go to next line This is my program Program prints out (gdb) s step into bazz() bazz (anint=4231) at temp.c:17 gdb displays stack frame (gdb) Hang on a minute! How did anint get to be 4231? Did we not we set it to be 5 in main()? Let's move up to main() and have a look. (gdb) up Move up call stack #1 0x1625 in main () at temp.c:11 gdb displays stack frame (gdb) p i Show us the value of i $1 = 4231 gdb displays 4231 Oh dear! Looking at the code, we forgot to initialise i. We meant to put main() { int i; i = 5; printf("This is my program\n"); but we left the i=5; line out. As we did not initialise i, it had whatever number happened to be in that area of memory when the program ran, which in this case happened to be 4231. gdb displays the stack frame every time we go into or out of a function, even if we are using up and down to move around the call stack. This shows the name of the function and the values of its arguments, which helps us keep track of where we are and what is going on. (The stack is a storage area where the program stores information about the arguments passed to functions and where to go when it returns from a function call). Examining a core file A core file is basically a file which contains the complete state of the process when it crashed. In the good old days, programmers had to print out hex listings of core files and sweat over machine code manuals, but now life is a bit easier. Incidentally, under FreeBSD and other 4.4BSD systems, a core file is called progname.core instead of just core, to make it clearer which program a core file belongs to. To examine a core file, start up gdb in the usual way. Instead of typing break or run, type (gdb) core progname.core If you are not in the same directory as the core file, you will have to do dir /path/to/core/file first. You should see something like this: &prompt.user; gdb a.out GDB is free software and you are welcome to distribute copies of it under certain conditions; type "show copying" to see the conditions. There is absolutely no warranty for GDB; type "show warranty" for details. GDB 4.13 (i386-unknown-freebsd), Copyright 1994 Free Software Foundation, Inc. (gdb) core a.out.core Core was generated by `a.out'. Program terminated with signal 11, Segmentation fault. Cannot access memory at address 0x7020796d. #0 0x164a in bazz (anint=0x5) at temp.c:17 (gdb) In this case, the program was called a.out, so the core file is called a.out.core. We can see that the program crashed due to trying to access an area in memory that was not available to it in a function called bazz. Sometimes it is useful to be able to see how a function was called, as the problem could have occurred a long way up the call stack in a complex program. The bt command causes gdb to print out a back-trace of the call stack: (gdb) bt #0 0x164a in bazz (anint=0x5) at temp.c:17 #1 0xefbfd888 in end () #2 0x162c in main () at temp.c:11 (gdb) The end() function is called when a program crashes; in this case, the bazz() function was called from main(). Attaching to a running program One of the neatest features about gdb is that it can attach to a program that is already running. Of course, that assumes you have sufficient permissions to do so. A common problem is when you are stepping through a program that forks, and you want to trace the child, but the debugger will only let you trace the parent. What you do is start up another gdb, use ps to find the process ID for the child, and do (gdb) attach pid in gdb, and then debug as usual. That is all very well, you are probably thinking, but by the time I have done that, the child process will be over the hill and far away. Fear not, gentle reader, here is how to do it (courtesy of the gdb info pages): if ((pid = fork()) < 0) /* _Always_ check this */ error(); else if (pid == 0) { /* child */ int PauseMode = 1; while (PauseMode) sleep(10); /* Wait until someone attaches to us */ } else { /* parent */ Now all you have to do is attach to the child, set PauseMode to 0, and wait for the sleep() call to return! Using Emacs as a Development Environment Emacs Unfortunately, Unix systems do not come with the kind of everything-you-ever-wanted-and-lots-more-you-did-not-in-one-gigantic-package integrated development environments that other systems have. Some powerful, free IDEs now exist, such as KDevelop in the ports collection. However, it is possible to set up your own environment. It may not be as pretty, and it may not be quite as integrated, but you can set it up the way you want it. And it is free. And you have the source to it. The key to it all is Emacs. Now there are some people who loathe it, but many who love it. If you are one of the former, I am afraid this section will hold little of interest to you. Also, you will need a fair amount of memory to run it—I would recommend 8MB in text mode and 16MB in X as the bare minimum to get reasonable performance. Emacs is basically a highly customisable editor—indeed, it has been customised to the point where it is more like an operating system than an editor! Many developers and sysadmins do in fact spend practically all their time working inside Emacs, leaving it only to log out. It is impossible even to summarise everything Emacs can do here, but here are some of the features of interest to developers: Very powerful editor, allowing search-and-replace on both strings and regular expressions (patterns), jumping to start/end of block expression, etc, etc. Pull-down menus and online help. Language-dependent syntax highlighting and indentation. Completely customisable. You can compile and debug programs within Emacs. On a compilation error, you can jump to the offending line of source code. Friendly-ish front-end to the info program used for reading GNU hypertext documentation, including the documentation on Emacs itself. Friendly front-end to gdb, allowing you to look at the source code as you step through your program. You can read Usenet news and mail while your program is compiling. And doubtless many more that I have overlooked. Emacs can be installed on FreeBSD using the Emacs port. Once it is installed, start it up and do C-h t to read an Emacs tutorial—that means hold down the control key, press h, let go of the control key, and then press t. (Alternatively, you can you use the mouse to select Emacs Tutorial from the Help menu). Although Emacs does have menus, it is well worth learning the key bindings, as it is much quicker when you are editing something to press a couple of keys than to try and find the mouse and then click on the right place. And, when you are talking to seasoned Emacs users, you will find they often casually throw around expressions like M-x replace-s RET foo RET bar RET so it is useful to know what they mean. And in any case, Emacs has far too many useful functions for them to all fit on the menu bars. Fortunately, it is quite easy to pick up the key-bindings, as they are displayed next to the menu item. My advice is to use the menu item for, say, opening a file until you understand how it works and feel confident with it, then try doing C-x C-f. When you are happy with that, move on to another menu command. If you can not remember what a particular combination of keys does, select Describe Key from the Help menu and type it in—Emacs will tell you what it does. You can also use the Command Apropos menu item to find out all the commands which contain a particular word in them, with the key binding next to it. By the way, the expression above means hold down the Meta key, press x, release the Meta key, type replace-s (short for replace-string—another feature of Emacs is that you can abbreviate commands), press the return key, type foo (the string you want replaced), press the return key, type bar (the string you want to replace foo with) and press return again. Emacs will then do the search-and-replace operation you have just requested. If you are wondering what on earth the Meta key is, it is a special key that many Unix workstations have. Unfortunately, PC's do not have one, so it is usually the alt key (or if you are unlucky, the escape key). Oh, and to get out of Emacs, do C-x C-c (that means hold down the control key, press x, press c and release the control key). If you have any unsaved files open, Emacs will ask you if you want to save them. (Ignore the bit in the documentation where it says C-z is the usual way to leave Emacs—that leaves Emacs hanging around in the background, and is only really useful if you are on a system which does not have virtual terminals). Configuring Emacs Emacs does many wonderful things; some of them are built in, some of them need to be configured. Instead of using a proprietary macro language for configuration, Emacs uses a version of Lisp specially adapted for editors, known as Emacs Lisp. This can be quite useful if you want to go on and learn something like Common Lisp, as it is considerably smaller than Common Lisp (although still quite big!). The best way to learn Emacs Lisp is to download the Emacs Tutorial However, there is no need to actually know any Lisp to get started with configuring Emacs, as I have included a sample .emacs file, which should be enough to get you started. Just copy it into your home directory and restart Emacs if it is already running; it will read the commands from the file and (hopefully) give you a useful basic setup. A sample <filename>.emacs</filename> file Unfortunately, there is far too much here to explain it in detail; however there are one or two points worth mentioning. Everything beginning with a ; is a comment and is ignored by Emacs. In the first line, the -*- Emacs-Lisp -*- is so that we can edit the .emacs file itself within Emacs and get all the fancy features for editing Emacs Lisp. Emacs usually tries to guess this based on the filename, and may not get it right for .emacs. The tab key is bound to an indentation function in some modes, so when you press the tab key, it will indent the current line of code. If you want to put a tab character in whatever you are writing, hold the control key down while you are pressing the tab key. This file supports syntax highlighting for C, C++, Perl, Lisp and Scheme, by guessing the language from the filename. Emacs already has a pre-defined function called next-error. In a compilation output window, this allows you to move from one compilation error to the next by doing M-n; we define a complementary function, previous-error, that allows you to go to a previous error by doing M-p. The nicest feature of all is that C-c C-c will open up the source file in which the error occurred and jump to the appropriate line. We enable Emacs's ability to act as a server, so that if you are doing something outside Emacs and you want to edit a file, you can just type in &prompt.user; emacsclient filename and then you can edit the file in your Emacs! Many Emacs users set their EDITOR environment to emacsclient so this happens every time they need to edit a file. A sample <filename>.emacs</filename> file ;; -*-Emacs-Lisp-*- ;; This file is designed to be re-evaled; use the variable first-time ;; to avoid any problems with this. (defvar first-time t "Flag signifying this is the first time that .emacs has been evaled") ;; Meta (global-set-key "\M- " 'set-mark-command) (global-set-key "\M-\C-h" 'backward-kill-word) (global-set-key "\M-\C-r" 'query-replace) (global-set-key "\M-r" 'replace-string) (global-set-key "\M-g" 'goto-line) (global-set-key "\M-h" 'help-command) ;; Function keys (global-set-key [f1] 'manual-entry) (global-set-key [f2] 'info) (global-set-key [f3] 'repeat-complex-command) (global-set-key [f4] 'advertised-undo) (global-set-key [f5] 'eval-current-buffer) (global-set-key [f6] 'buffer-menu) (global-set-key [f7] 'other-window) (global-set-key [f8] 'find-file) (global-set-key [f9] 'save-buffer) (global-set-key [f10] 'next-error) (global-set-key [f11] 'compile) (global-set-key [f12] 'grep) (global-set-key [C-f1] 'compile) (global-set-key [C-f2] 'grep) (global-set-key [C-f3] 'next-error) (global-set-key [C-f4] 'previous-error) (global-set-key [C-f5] 'display-faces) (global-set-key [C-f8] 'dired) (global-set-key [C-f10] 'kill-compilation) ;; Keypad bindings (global-set-key [up] "\C-p") (global-set-key [down] "\C-n") (global-set-key [left] "\C-b") (global-set-key [right] "\C-f") (global-set-key [home] "\C-a") (global-set-key [end] "\C-e") (global-set-key [prior] "\M-v") (global-set-key [next] "\C-v") (global-set-key [C-up] "\M-\C-b") (global-set-key [C-down] "\M-\C-f") (global-set-key [C-left] "\M-b") (global-set-key [C-right] "\M-f") (global-set-key [C-home] "\M-<") (global-set-key [C-end] "\M->") (global-set-key [C-prior] "\M-<") (global-set-key [C-next] "\M->") ;; Mouse (global-set-key [mouse-3] 'imenu) ;; Misc (global-set-key [C-tab] "\C-q\t") ; Control tab quotes a tab. (setq backup-by-copying-when-mismatch t) ;; Treat 'y' or <CR> as yes, 'n' as no. (fset 'yes-or-no-p 'y-or-n-p) (define-key query-replace-map [return] 'act) (define-key query-replace-map [?\C-m] 'act) ;; Load packages (require 'desktop) (require 'tar-mode) ;; Pretty diff mode (autoload 'ediff-buffers "ediff" "Intelligent Emacs interface to diff" t) (autoload 'ediff-files "ediff" "Intelligent Emacs interface to diff" t) (autoload 'ediff-files-remote "ediff" "Intelligent Emacs interface to diff") (if first-time (setq auto-mode-alist (append '(("\\.cpp$" . c++-mode) ("\\.hpp$" . c++-mode) ("\\.lsp$" . lisp-mode) ("\\.scm$" . scheme-mode) ("\\.pl$" . perl-mode) ) auto-mode-alist))) ;; Auto font lock mode (defvar font-lock-auto-mode-list (list 'c-mode 'c++-mode 'c++-c-mode 'emacs-lisp-mode 'lisp-mode 'perl-mode 'scheme-mode) "List of modes to always start in font-lock-mode") (defvar font-lock-mode-keyword-alist '((c++-c-mode . c-font-lock-keywords) (perl-mode . perl-font-lock-keywords)) "Associations between modes and keywords") (defun font-lock-auto-mode-select () "Automatically select font-lock-mode if the current major mode is in font-lock-auto-mode-list" (if (memq major-mode font-lock-auto-mode-list) (progn (font-lock-mode t)) ) ) (global-set-key [M-f1] 'font-lock-fontify-buffer) ;; New dabbrev stuff ;(require 'new-dabbrev) (setq dabbrev-always-check-other-buffers t) (setq dabbrev-abbrev-char-regexp "\\sw\\|\\s_") (add-hook 'emacs-lisp-mode-hook '(lambda () (set (make-local-variable 'dabbrev-case-fold-search) nil) (set (make-local-variable 'dabbrev-case-replace) nil))) (add-hook 'c-mode-hook '(lambda () (set (make-local-variable 'dabbrev-case-fold-search) nil) (set (make-local-variable 'dabbrev-case-replace) nil))) (add-hook 'text-mode-hook '(lambda () (set (make-local-variable 'dabbrev-case-fold-search) t) (set (make-local-variable 'dabbrev-case-replace) t))) ;; C++ and C mode... (defun my-c++-mode-hook () (setq tab-width 4) (define-key c++-mode-map "\C-m" 'reindent-then-newline-and-indent) (define-key c++-mode-map "\C-ce" 'c-comment-edit) (setq c++-auto-hungry-initial-state 'none) (setq c++-delete-function 'backward-delete-char) (setq c++-tab-always-indent t) (setq c-indent-level 4) (setq c-continued-statement-offset 4) (setq c++-empty-arglist-indent 4)) (defun my-c-mode-hook () (setq tab-width 4) (define-key c-mode-map "\C-m" 'reindent-then-newline-and-indent) (define-key c-mode-map "\C-ce" 'c-comment-edit) (setq c-auto-hungry-initial-state 'none) (setq c-delete-function 'backward-delete-char) (setq c-tab-always-indent t) ;; BSD-ish indentation style (setq c-indent-level 4) (setq c-continued-statement-offset 4) (setq c-brace-offset -4) (setq c-argdecl-indent 0) (setq c-label-offset -4)) ;; Perl mode (defun my-perl-mode-hook () (setq tab-width 4) (define-key c++-mode-map "\C-m" 'reindent-then-newline-and-indent) (setq perl-indent-level 4) (setq perl-continued-statement-offset 4)) ;; Scheme mode... (defun my-scheme-mode-hook () (define-key scheme-mode-map "\C-m" 'reindent-then-newline-and-indent)) ;; Emacs-Lisp mode... (defun my-lisp-mode-hook () (define-key lisp-mode-map "\C-m" 'reindent-then-newline-and-indent) (define-key lisp-mode-map "\C-i" 'lisp-indent-line) (define-key lisp-mode-map "\C-j" 'eval-print-last-sexp)) ;; Add all of the hooks... (add-hook 'c++-mode-hook 'my-c++-mode-hook) (add-hook 'c-mode-hook 'my-c-mode-hook) (add-hook 'scheme-mode-hook 'my-scheme-mode-hook) (add-hook 'emacs-lisp-mode-hook 'my-lisp-mode-hook) (add-hook 'lisp-mode-hook 'my-lisp-mode-hook) (add-hook 'perl-mode-hook 'my-perl-mode-hook) ;; Complement to next-error (defun previous-error (n) "Visit previous compilation error message and corresponding source code." (interactive "p") (next-error (- n))) ;; Misc... (transient-mark-mode 1) (setq mark-even-if-inactive t) (setq visible-bell nil) (setq next-line-add-newlines nil) (setq compile-command "make") (setq suggest-key-bindings nil) (put 'eval-expression 'disabled nil) (put 'narrow-to-region 'disabled nil) (put 'set-goal-column 'disabled nil) ;; Elisp archive searching (autoload 'format-lisp-code-directory "lispdir" nil t) (autoload 'lisp-dir-apropos "lispdir" nil t) (autoload 'lisp-dir-retrieve "lispdir" nil t) (autoload 'lisp-dir-verify "lispdir" nil t) ;; Font lock mode (defun my-make-face (face colour &optional bold) "Create a face from a colour and optionally make it bold" (make-face face) (copy-face 'default face) (set-face-foreground face colour) (if bold (make-face-bold face)) ) (if (eq window-system 'x) (progn (my-make-face 'blue "blue") (my-make-face 'red "red") (my-make-face 'green "dark green") (setq font-lock-comment-face 'blue) (setq font-lock-string-face 'bold) (setq font-lock-type-face 'bold) (setq font-lock-keyword-face 'bold) (setq font-lock-function-name-face 'red) (setq font-lock-doc-string-face 'green) (add-hook 'find-file-hooks 'font-lock-auto-mode-select) (setq baud-rate 1000000) (global-set-key "\C-cmm" 'menu-bar-mode) (global-set-key "\C-cms" 'scroll-bar-mode) (global-set-key [backspace] 'backward-delete-char) ; (global-set-key [delete] 'delete-char) (standard-display-european t) (load-library "iso-transl"))) ;; X11 or PC using direct screen writes (if window-system (progn ;; (global-set-key [M-f1] 'hilit-repaint-command) ;; (global-set-key [M-f2] [?\C-u M-f1]) (setq hilit-mode-enable-list '(not text-mode c-mode c++-mode emacs-lisp-mode lisp-mode scheme-mode) hilit-auto-highlight nil hilit-auto-rehighlight 'visible hilit-inhibit-hooks nil hilit-inhibit-rebinding t) (require 'hilit19) (require 'paren)) (setq baud-rate 2400) ; For slow serial connections ) ;; TTY type terminal (if (and (not window-system) (not (equal system-type 'ms-dos))) (progn (if first-time (progn (keyboard-translate ?\C-h ?\C-?) (keyboard-translate ?\C-? ?\C-h))))) ;; Under UNIX (if (not (equal system-type 'ms-dos)) (progn (if first-time (server-start)))) ;; Add any face changes here (add-hook 'term-setup-hook 'my-term-setup-hook) (defun my-term-setup-hook () (if (eq window-system 'pc) (progn ;; (set-face-background 'default "red") ))) ;; Restore the "desktop" - do this as late as possible (if first-time (progn (desktop-load-default) (desktop-read))) ;; Indicate that this file has been read at least once (setq first-time nil) ;; No need to debug anything now (setq debug-on-error nil) ;; All done (message "All done, %s%s" (user-login-name) ".") Extending the Range of Languages Emacs Understands Now, this is all very well if you only want to program in the languages already catered for in the .emacs file (C, C++, Perl, Lisp and Scheme), but what happens if a new language called whizbang comes out, full of exciting features? The first thing to do is find out if whizbang comes with any files that tell Emacs about the language. These usually end in .el, short for Emacs Lisp. For example, if whizbang is a FreeBSD port, we can locate these files by doing &prompt.user; find /usr/ports/lang/whizbang -name "*.el" -print and install them by copying them into the Emacs site Lisp directory. On FreeBSD 2.1.0-RELEASE, this is /usr/local/share/emacs/site-lisp. So for example, if the output from the find command was /usr/ports/lang/whizbang/work/misc/whizbang.el we would do &prompt.root; cp /usr/ports/lang/whizbang/work/misc/whizbang.el /usr/local/share/emacs/site-lisp Next, we need to decide what extension whizbang source files have. Let's say for the sake of argument that they all end in .wiz. We need to add an entry to our .emacs file to make sure Emacs will be able to use the information in whizbang.el. Find the auto-mode-alist entry in .emacs and add a line for whizbang, such as: ("\\.lsp$" . lisp-mode) ("\\.wiz$" . whizbang-mode) ("\\.scm$" . scheme-mode) This means that Emacs will automatically go into whizbang-mode when you edit a file ending in .wiz. Just below this, you will find the font-lock-auto-mode-list entry. Add whizbang-mode to it like so: ;; Auto font lock mode (defvar font-lock-auto-mode-list (list 'c-mode 'c++-mode 'c++-c-mode 'emacs-lisp-mode 'whizbang-mode 'lisp-mode 'perl-mode 'scheme-mode) "List of modes to always start in font-lock-mode") This means that Emacs will always enable font-lock-mode (ie syntax highlighting) when editing a .wiz file. And that is all that is needed. If there is anything else you want done automatically when you open up a .wiz file, you can add a whizbang-mode hook (see my-scheme-mode-hook for a simple example that adds auto-indent). - + Further Reading Brian Harvey and Matthew Wright Simply Scheme MIT 1994. ISBN 0-262-08226-8 Randall Schwartz Learning Perl O'Reilly 1993 ISBN 1-56592-042-2 Patrick Henry Winston and Berthold Klaus Paul Horn Lisp (3rd Edition) Addison-Wesley 1989 ISBN 0-201-08319-1 Brian W. Kernighan and Rob Pike The Unix Programming Environment Prentice-Hall 1984 ISBN 0-13-937681-X Brian W. Kernighan and Dennis M. Ritchie The C Programming Language (2nd Edition) Prentice-Hall 1988 ISBN 0-13-110362-8 Bjarne Stroustrup The C++ Programming Language Addison-Wesley 1991 ISBN 0-201-53992-6 W. Richard Stevens Advanced Programming in the Unix Environment Addison-Wesley 1992 ISBN 0-201-56317-7 W. Richard Stevens Unix Network Programming Prentice-Hall 1990 ISBN 0-13-949876-1 diff --git a/en_US.ISO8859-1/books/developers-handbook/usb/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/usb/chapter.sgml index 3a483a1cf7..847666a67b 100644 --- a/en_US.ISO8859-1/books/developers-handbook/usb/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/usb/chapter.sgml @@ -1,623 +1,623 @@ USB Devices This chapter was written by &a.nhibma;. Modifications made for the handbook by &a.murray;. - + Introduction The Universal Serial Bus (USB) is a new way of attaching devices to personal computers. The bus architecture features two-way communication and has been developed as a response to devices becoming smarter and requiring more interaction with the host. USB support is included in all current PC chipsets and is therefore available in all recently built PCs. Apple's introduction of the USB-only iMac has been a major incentive for hardware manufacturers to produce USB versions of their devices. The future PC specifications specify that all legacy connectors on PCs should be replaced by one or more USB connectors, providing generic plug and play capabilities. Support for USB hardware was available at a very early stage in NetBSD and was developed by Lennart Augustsson for the NetBSD project. The code has been ported to FreeBSD and we are currently maintaining a shared code base. For the implementation of the USB subsystem a number of features of USB are important. Lennart Augustsson has done most of the implementation of the USB support for the NetBSD project. Many thanks for this incredible amount of work. Many thanks also to Ardy and Dirk for their comments and proofreading of this paper. Devices connect to ports on the computer directly or on devices called hubs, forming a treelike device structure. The devices can be connected and disconnected at run time. Devices can suspend themselves and trigger resumes of the host system As the devices can be powered from the bus, the host software has to keep track of power budgets for each hub. Different quality of service requirements by the different device types together with the maximum of 126 devices that can be connected to the same bus, require proper scheduling of transfers on the shared bus to take full advantage of the 12Mbps bandwidth available. (over 400Mbps with USB 2.0) Devices are intelligent and contain easily accessible information about themselves The development of drivers for the USB subsystem and devices connected to it is supported by the specifications that have been developed and will be developed. These specifications are publicly available from the USB home pages. Apple has been very strong in pushing for standards based drivers, by making drivers for the generic classes available in their operating system MacOS and discouraging the use of separate drivers for each new device. This chapter tries to collate essential information for a basic understanding of the present implementation of the USB stack in FreeBSD/NetBSD. It is recommended however to read it together with the relevant specifications mentioned in the references below. Structure of the USB Stack The USB support in FreeBSD can be split into three layers. The lowest layer contains the host controller driver, providing a generic interface to the hardware and its scheduling facilities. It supports initialisation of the hardware, scheduling of transfers and handling of completed and/or failed transfers. Each host controller driver implements a virtual hub providing hardware independent access to the registers controlling the root ports on the back of the machine. The middle layer handles the device connection and disconnection, basic initialisation of the device, driver selection, the communication channels (pipes) and does resource management. This services layer also controls the default pipes and the device requests transferred over them. The top layer contains the individual drivers supporting specific (classes of) devices. These drivers implement the protocol that is used over the pipes other than the default pipe. They also implement additional functionality to make the device available to other parts of the kernel or userland. They use the USB driver interface (USBDI) exposed by the services layer. Host Controllers The host controller (HC) controls the transmission of packets on the bus. Frames of 1 millisecond are used. At the start of each frame the host controller generates a Start of Frame (SOF) packet. The SOF packet is used to synchronise to the start of the frame and to keep track of the frame number. Within each frame packets are transferred, either from host to device (out) or from device to host (in). Transfers are always initiated by the host (polled transfers). Therefore there can only be one host per USB bus. Each transfer of a packet has a status stage in which the recipient of the data can return either ACK (acknowledge reception), NAK (retry), STALL (error condition) or nothing (garbled data stage, device not available or disconnected). Section 8.5 of the USB specification explains the details of packets in more detail. Four different types of transfers can occur on a USB bus: control, bulk, interrupt and isochronous. The types of transfers and their characteristics are described below (`Pipes' subsection). Large transfers between the device on the USB bus and the device driver are split up into multiple packets by the host controller or the HC driver. Device requests (control transfers) to the default endpoints are special. They consist of two or three phases: SETUP, DATA (optional) and STATUS. The set-up packet is sent to the device. If there is a data phase, the direction of the data packet(s) is given in the set-up packet. The direction in the status phase is the opposite of the direction during the data phase, or IN if there was no data phase. The host controller hardware also provides registers with the current status of the root ports and the changes that have occurred since the last reset of the status change register. Access to these registers is provided through a virtualised hub as suggested in the USB specification [ 2]. The virtual hub must comply with the hub device class given in chapter 11 of that specification. It must provide a default pipe through which device requests can be sent to it. It returns the standard andhub class specific set of descriptors. It should also provide an interrupt pipe that reports changes happening at its ports. There are currently two specifications for host controllers available: Universal Host Controller Interface (UHCI; Intel) and Open Host Controller Interface (OHCI; Compaq, Microsoft, National Semiconductor). The UHCI specification has been designed to reduce hardware complexity by requiring the host controller driver to supply a complete schedule of the transfers for each frame. OHCI type controllers are much more independent by providing a more abstract interface doing alot of work themselves. UHCI The UHCI host controller maintains a framelist with 1024 pointers to per frame data structures. It understands two different data types: transfer descriptors (TD) and queue heads (QH). Each TD represents a packet to be communicated to or from a device endpoint. QHs are a means to groupTDs (and QHs) together. Each transfer consists of one or more packets. The UHCI driver splits large transfers into multiple packets. For every transfer, apart from isochronous transfers, a QH is allocated. For every type of transfer these QHs are collected at a QH for that type. Isochronous transfers have to be executed first because of the fixed latency requirement and are directly referred to by the pointer in the framelist. The last isochronous TD refers to the QH for interrupt transfers for that frame. All QHs for interrupt transfers point at the QH for control transfers, which in turn points at the QH for bulk transfers. The following diagram gives a graphical overview of this: This results in the following schedule being run in each frame. After fetching the pointer for the current frame from the framelist the controller first executes the TDs for all the isochronous packets in that frame. The last of these TDs refers to the QH for the interrupt transfers for thatframe. The host controller will then descend from that QH to the QHs for the individual interrupt transfers. After finishing that queue, the QH for the interrupt transfers will refer the controller to the QH for all control transfers. It will execute all the subqueues scheduled there, followed by all the transfers queued at the bulk QH. To facilitate the handling of finished or failed transfers different types of interrupts are generated by the hardware at the end of each frame. In the last TD for a transfer the Interrupt-On Completion bit is set by the HC driver to flag an interrupt when the transfer has completed. An error interrupt is flagged if a TD reaches its maximum error count. If the short packet detect bit is set in a TD and less than the set packet length is transferred this interrupt is flagged to notify the controller driver of the completed transfer. It is the host controller driver's task to find out which transfer has completed or produced an error. When called the interrupt service routine will locate all the finished transfers and call their callbacks. See for a more elaborate description the UHCI specification. OHCI Programming an OHCI host controller is much simpler. The controller assumes that a set of endpoints is available, and is aware of scheduling priorities and the ordering of the types of transfers in a frame. The main data structure used by the host controller is the endpoint descriptor (ED) to which aqueue of transfer descriptors (TDs) is attached. The ED contains the maximum packet size allowed for an endpoint and the controller hardware does the splitting into packets. The pointers to the data buffers are updated after each transfer and when the start and end pointer are equal, the TD is retired to the done-queue. The four types of endpoints have their own queues. Control and bulk endpoints are queued each at their own queue. Interrupt EDs are queued in a tree, with the level in the tree defining the frequency at which they run. framelist interruptisochronous control bulk The schedule being run by the host controller in each frame looks as follows. The controller will first run the non-periodic control and bulk queues, up to a time limit set by the HC driver. Then the interrupt transfers for that frame number are run, by using the lower five bits of the frame number as an index into level 0 of the tree of interrupts EDs. At the end of this tree the isochronous EDs are connected and these are traversed subsequently. The isochronous TDs contain the frame number of the first frame the transfer should be run in. After all the periodic transfers have been run, the control and bulk queues are traversed again. Periodically the interrupt service routine is called to process the done queue and call the callbacks for each transfer and reschedule interrupt and isochronous endpoints. See for a more elaborate description the OHCI specification. Services layer The middle layer provides access to the device in a controlled way and maintains resources in use by the different drivers and the services layer. The layer takes care of the following aspects: The device configuration information The pipes to communicate with a device Probing and attaching and detaching form a device. USB Device Information Device configuration information Each device provides different levels of configuration information. Each device has one or more configurations, of which one is selected during probe/attach. A configuration provides power and bandwidth requirements. Within each configuration there can be multiple interfaces. A device interface is a collection of endpoints. For example USB speakers can have an interface for the audio data (Audio Class) and an interface for the knobs, dials and buttons (HID Class). All interfaces in a configuration are active at the same time and can be attached to by different drivers. Each interface can have alternates, providing different quality of service parameters. In for example cameras this is used to provide different frame sizes and numbers of frames per second. Within each interface 0 or more endpoints can be specified. Endpoints are the unidirectional access points for communicating with a device. They provide buffers to temporarily store incoming or outgoing data from the device. Each endpoint has a unique address within a configuration, the endpoint's number plus its direction. The default endpoint, endpoint 0, is not part of any interface and available in all configurations. It is managed by the services layer and not directly available to device drivers. Level 0 Level 1 Level 2 Slot 0 Slot 3 Slot 2 Slot 1 (Only 4 out of 32 slots shown) This hierarchical configuration information is described in the device by a standard set of descriptors (see section 9.6 of the USB specification [ 2]). They can be requested through the Get Descriptor Request. The services layer caches these descriptors to avoid unnecessary transfers on the USB bus. Access to the descriptors is provided through function calls. Device descriptors: General information about the device, like Vendor, Product and Revision Id, supported device class, subclass and protocol if applicable, maximum packet size for the default endpoint, etc. Configuration descriptors: The number of interfaces in this configuration, suspend and resume functionality supported and power requirements. Interface descriptors: interface class, subclass and protocol if applicable, number of alternate settings for the interface and the number of endpoints. Endpoint descriptors: Endpoint address, direction and type, maximum packet size supported and polling frequency if type is interrupt endpoint. There is no descriptor for the default endpoint (endpoint 0) and it is never counted in an interface descriptor. String descriptors: In the other descriptors string indices are supplied for some fields.These can be used to retrieve descriptive strings, possibly in multiple languages. Class specifications can add their own descriptor types that are available through the GetDescriptor Request. Pipes Communication to end points on a device flows through so-called pipes. Drivers submit transfers to endpoints to a pipe and provide a callback to be called on completion or failure of the transfer (asynchronous transfers) or wait for completion (synchronous transfer). Transfers to an endpoint are serialised in the pipe. A transfer can either complete, fail or time-out (if a time-out has been set). There are two types of time-outs for transfers. Time-outs can happen due to time-out on the USBbus (milliseconds). These time-outs are seen as failures and can be due to disconnection of the device. A second form of time-out is implemented in software and is triggered when a transfer does not complete within a specified amount of time (seconds). These are caused by a device acknowledging negatively (NAK) the transferred packets. The cause for this is the device not being ready to receive data, buffer under- or overrun or protocol errors. If a transfer over a pipe is larger than the maximum packet size specified in the associated endpoint descriptor, the host controller (OHCI) or the HC driver (UHCI) will split the transfer into packets of maximum packet size, with the last packet possibly smaller than the maximum packet size. Sometimes it is not a problem for a device to return less data than requested. For example abulk-in-transfer to a modem might request 200 bytes of data, but the modem has only 5 bytes available at that time. The driver can set the short packet (SPD) flag. It allows the host controller to accept a packet even if the amount of data transferred is less than requested. This flag is only valid for in-transfers, as the amount of data to be sent to a device is always known beforehand. If an unrecoverable error occurs in a device during a transfer the pipe is stalled. Before any more data is accepted or sent the driver needs to resolve the cause of the stall and clear the endpoint stall condition through send the clear endpoint halt device request over the default pipe. The default endpoint should never stall. There are four different types of endpoints and corresponding pipes: - Control pipe / default pipe: There is one control pipe per device, connected to the default endpoint (endpoint 0). The pipe carries the device requests and associated data. The difference between transfers over the default pipe and other pipes is that the protocol for the transfers is described in the USB specification [ 2]. These requests are used to reset and configure the device. A basic set of commands that must be supported by each device is provided in chapter 9 of the USB specification [ 2]. The commands supported on this pipe can be extended by a device class specification to support additional functionality. Bulk pipe: This is the USB equivalent to a raw transmission medium. Interrupt pipe: The host sends a request for data to the device and if the device has nothing to send, it will NAK the data packet. Interrupt transfers are scheduled at a frequency specified when creating the pipe. Isochronous pipe: These pipes are intended for isochronous data, for example video or audio streams, with fixed latency, but no guaranteed delivery. Some support for pipes of this type is available in the current implementation. Packets in control, bulk and interrupt transfers are retried if an error occurs during transmission or the device acknowledges the packet negatively (NAK) due to for example lack of buffer space to store the incoming data. Isochronous packets are however not retried in case of failed delivery or NAK of a packet as this might violate the timing constraints. The availability of the necessary bandwidth is calculated during the creation of the pipe. Transfers are scheduled within frames of 1 millisecond. The bandwidth allocation within a frame is prescribed by the USB specification, section 5.6 [ 2]. Isochronous and interrupt transfers are allowed to consume up to 90% of the bandwidth within a frame. Packets for control and bulk transfers are scheduled after all isochronous and interrupt packets and will consume all the remaining bandwidth. More information on scheduling of transfers and bandwidth reclamation can be found in chapter 5of the USB specification [ 2], section 1.3 of the UHCI specification [ 3] and section 3.4.2 of the OHCI specification [4]. Device probe and attach After the notification by the hub that a new device has been connected, the service layer switches on the port, providing the device with 100 mA of current. At this point the device is in its default state and listening to device address 0. The services layer will proceed to retrieve the various descriptors through the default pipe. After that it will send a Set Address request to move the device away from the default device address (address 0). Multiple device drivers might be able to support the device. For example a modem driver might be able to support an ISDN TA through the AT compatibility interface. A driver for that specific model of the ISDN adapter might however be able to provide much better support for this device. To support this flexibility, the probes return priorities indicating their level of support. Support for a specific revision of a product ranks the highest and the generic driver the lowest priority. It might also be that multiple drivers could attach to one device if there are multiple interfaces within one configuration. Each driver only needs to support a subset of the interfaces. The probing for a driver for a newly attached device checks first for device specific drivers. If not found, the probe code iterates over all supported configurations until a driver attaches in a configuration. To support devices with multiple drivers on different interfaces, the probe iterates over all interfaces in a configuration that have not yet been claimed by a driver. Configurations that exceed the power budget for the hub are ignored. During attach the driver should initialise the device to its proper state, but not reset it, as this will make the device disconnect itself from the bus and restart the probing process for it. To avoid consuming unnecessary bandwidth should not claim the interrupt pipe at attach time, but should postpone allocating the pipe until the file is opened and the data is actually used. When the file is closed the pipe should be closed again, even though the device might still be attached. Device disconnect and detach A device driver should expect to receive errors during any transaction with the device. The design of USB supports and encourages the disconnection of devices at any point in time. Drivers should make sure that they do the right thing when the device disappears. Furthermore a device that has been disconnected and reconnected will not be reattached at the same device instance. This might change in the future when more devices support serial numbers (see the device descriptor) or other means of defining an identity for a device have been developed. The disconnection of a device is signaled by a hub in the interrupt packet delivered to the hub driver. The status change information indicates which port has seen a connection change. The device detach method for all device drivers for the device connected on that port are called and the structures cleaned up. If the port status indicates that in the mean time a device has been connected to that port, the procedure for probing and attaching the device will be started. A device reset will produce a disconnect-connect sequence on the hub and will be handled as described above. USB Drivers Protocol Information The protocol used over pipes other than the default pipe is undefined by the USB specification. Information on this can be found from various sources. The most accurate source is the developer's section on the USB home pages [ 1]. From these pages a growing number of deviceclass specifications are available. These specifications specify what a compliant device should look like from a driver perspective, basic functionality it needs to provide and the protocol that is to be used over the communication channels. The USB specification [ 2] includes the description of the Hub Class. A class specification for Human Interface Devices (HID) has been created to cater for keyboards, tablets, bar-code readers, buttons, knobs, switches, etc. A third example is the class specification for mass storage devices. For a full list of device classes see the developers section on the USB home pages [ 1]. For many devices the protocol information has not yet been published however. Information on the protocol being used might be available from the company making the device. Some companies will require you to sign a Non -Disclosure Agreement (NDA) before giving you the specifications. This in most cases precludes making the driver open source. Another good source of information is the Linux driver sources, as a number of companies have started to provide drivers for Linux for their devices. It is always a good idea to contact the authors of those drivers for their source of information. Example: Human Interface Devices The specification for the Human Interface Devices like keyboards, mice, tablets, buttons, dials,etc. is referred to in other device class specifications and is used in many devices. For example audio speakers provide endpoints to the digital to analogue converters and possibly an extra pipe for a microphone. They also provide a HID endpoint in a separate interface for the buttons and dials on the front of the device. The same is true for the monitor control class. It is straightforward to build support for these interfaces through the available kernel and userland libraries together with the HID class driver or the generic driver. Another device that serves as an example for interfaces within one configuration driven by different device drivers is a cheap keyboard with built-in legacy mouse port. To avoid having the cost of including the hardware for a USB hub in the device, manufacturers combined the mouse data received from the PS/2 port on the back of the keyboard and the key presses from the keyboard into two separate interfaces in the same configuration. The mouse and keyboard drivers each attach to the appropriate interface and allocate the pipes to the two independent endpoints. Example: Firmware download Many devices that have been developed are based on a general purpose processor with an additional USB core added to it. Because the development of drivers and firmware for USB devices is still very new, many devices require the downloading of the firmware after they have been connected. The procedure followed is straightforward. The device identifies itself through a vendor and product Id. The first driver probes and attaches to it and downloads the firmware into it. After that the device soft resets itself and the driver is detached. After a short pause the device announces its presence on the bus. The device will have changed its vendor/product/revision Id to reflect the fact that it has been supplied with firmware and as a consequence a second driver will probe it and attach to it. An example of these types of devices is the ActiveWire I/O board, based on the EZ-USB chip. For this chip a generic firmware downloader is available. The firmware downloaded into the ActiveWire board changes the revision Id. It will then perform a soft reset of the USB part of the EZ-USB chip to disconnect from the USB bus and again reconnect. Example: Mass Storage Devices Support for mass storage devices is mainly built around existing protocols. The Iomega USB Zipdrive is based on the SCSI version of their drive. The SCSI commands and status messages are wrapped in blocks and transferred over the bulk pipes to and from the device, emulating a SCSI controller over the USB wire. ATAPI and UFI commands are supported in a similar fashion. The Mass Storage Specification supports 2 different types of wrapping of the command block.The initial attempt was based on sending the command and status through the default pipe and using bulk transfers for the data to be moved between the host and the device. Based on experience a second approach was designed that was based on wrapping the command and status blocks and sending them over the bulk out and in endpoint. The specification specifies exactly what has to happen when and what has to be done in case an error condition is encountered. The biggest challenge when writing drivers for these devices is to fit USB based protocol into the existing support for mass storage devices. CAM provides hooks to do this in a fairly straight forward way. ATAPI is less simple as historically the IDE interface has never had many different appearances. The support for the USB floppy from Y-E Data is again less straightforward as a new command set has been designed. diff --git a/en_US.ISO8859-1/books/developers-handbook/vm/chapter.sgml b/en_US.ISO8859-1/books/developers-handbook/vm/chapter.sgml index da0fc92672..2b78f50828 100644 --- a/en_US.ISO8859-1/books/developers-handbook/vm/chapter.sgml +++ b/en_US.ISO8859-1/books/developers-handbook/vm/chapter.sgml @@ -1,260 +1,260 @@ Matthew Dillon Contributed by Virtual Memory System - + Management of physical memory—<literal>vm_page_t</literal> Physical memory is managed on a page-by-page basis through the vm_page_t structure. Pages of physical memory are categorized through the placement of their respective vm_page_t structures on one of several paging queues. A page can be in a wired, active, inactive, cache, or free state. Except for the wired state, the page is typically placed in a doubly link list queue representing the state that it is in. Wired pages are not placed on any queue. FreeBSD implements a more involved paging queue for cached and free pages in order to implement page coloring. Each of these states involves multiple queues arranged according to the size of the processor's L1 and L2 caches. When a new page needs to be allocated, FreeBSD attempts to obtain one that is reasonably well aligned from the point of view of the L1 and L2 caches relative to the VM object the page is being allocated for. Additionally, a page may be held with a reference count or locked with a busy count. The VM system also implements an ultimate locked state for a page using the PG_BUSY bit in the page's flags. In general terms, each of the paging queues operates in a LRU fashion. A page is typically placed in a wired or active state initially. When wired, the page is usually associated with a page table somewhere. The VM system ages the page by scanning pages in a more active paging queue (LRU) in order to move them to a less-active paging queue. Pages that get moved into the cache are still associated with a VM object but are candidates for immediate reuse. Pages in the free queue are truly free. FreeBSD attempts to minimize the number of pages in the free queue, but a certain minimum number of truly free pages must be maintained in order to accommodate page allocation at interrupt time. If a process attempts to access a page that does not exist in its page table but does exist in one of the paging queues (such as the inactive or cache queues), a relatively inexpensive page reactivation fault occurs which causes the page to be reactivated. If the page does not exist in system memory at all, the process must block while the page is brought in from disk. FreeBSD dynamically tunes its paging queues and attempts to maintain reasonable ratios of pages in the various queues as well as attempts to maintain a reasonable breakdown of clean vs. dirty pages. The amount of rebalancing that occurs depends on the system's memory load. This rebalancing is implemented by the pageout daemon and involves laundering dirty pages (syncing them with their backing store), noticing when pages are activity referenced (resetting their position in the LRU queues or moving them between queues), migrating pages between queues when the queues are out of balance, and so forth. FreeBSD's VM system is willing to take a reasonable number of reactivation page faults to determine how active or how idle a page actually is. This leads to better decisions being made as to when to launder or swap-out a page. - + The unified buffer cache—<literal>vm_object_t</literal> FreeBSD implements the idea of a generic VM object. VM objects can be associated with backing store of various types—unbacked, swap-backed, physical device-backed, or file-backed storage. Since the filesystem uses the same VM objects to manage in-core data relating to files, the result is a unified buffer cache. VM objects can be shadowed. That is, they can be stacked on top of each other. For example, you might have a swap-backed VM object stacked on top of a file-backed VM object in order to implement a MAP_PRIVATE mmap()ing. This stacking is also used to implement various sharing properties, including copy-on-write, for forked address spaces. It should be noted that a vm_page_t can only be associated with one VM object at a time. The VM object shadowing implements the perceived sharing of the same page across multiple instances. - + Filesystem I/O—<literal>struct buf</literal> vnode-backed VM objects, such as file-backed objects, generally need to maintain their own clean/dirty info independent from the VM system's idea of clean/dirty. For example, when the VM system decides to synchronize a physical page to its backing store, the VM system needs to mark the page clean before the page is actually written to its backing store. Additionally, filesystems need to be able to map portions of a file or file metadata into KVM in order to operate on it. The entities used to manage this are known as filesystem buffers, struct buf's, or bp's. When a filesystem needs to operate on a portion of a VM object, it typically maps part of the object into a struct buf and the maps the pages in the struct buf into KVM. In the same manner, disk I/O is typically issued by mapping portions of objects into buffer structures and then issuing the I/O on the buffer structures. The underlying vm_page_t's are typically busied for the duration of the I/O. Filesystem buffers also have their own notion of being busy, which is useful to filesystem driver code which would rather operate on filesystem buffers instead of hard VM pages. FreeBSD reserves a limited amount of KVM to hold mappings from struct bufs, but it should be made clear that this KVM is used solely to hold mappings and does not limit the ability to cache data. Physical data caching is strictly a function of vm_page_t's, not filesystem buffers. However, since filesystem buffers are used to placehold I/O, they do inherently limit the amount of concurrent I/O possible. However, as there are usually a few thousand filesystem buffers available, this is not usually a problem. - + Mapping Page Tables—<literal>vm_map_t, vm_entry_t</literal> FreeBSD separates the physical page table topology from the VM system. All hard per-process page tables can be reconstructed on the fly and are usually considered throwaway. Special page tables such as those managing KVM are typically permanently preallocated. These page tables are not throwaway. FreeBSD associates portions of vm_objects with address ranges in virtual memory through vm_map_t and vm_entry_t structures. Page tables are directly synthesized from the vm_map_t/vm_entry_t/ vm_object_t hierarchy. Recall that I mentioned that physical pages are only directly associated with a vm_object; that is not quite true. vm_page_t's are also linked into page tables that they are actively associated with. One vm_page_t can be linked into several pmaps, as page tables are called. However, the hierarchical association holds, so all references to the same page in the same object reference the same vm_page_t and thus give us buffer cache unification across the board. - + KVM Memory Mapping FreeBSD uses KVM to hold various kernel structures. The single largest entity held in KVM is the filesystem buffer cache. That is, mappings relating to struct buf entities. Unlike Linux, FreeBSD does not map all of physical memory into KVM. This means that FreeBSD can handle memory configurations up to 4G on 32 bit platforms. In fact, if the mmu were capable of it, FreeBSD could theoretically handle memory configurations up to 8TB on a 32 bit platform. However, since most 32 bit platforms are only capable of mapping 4GB of ram, this is a moot point. KVM is managed through several mechanisms. The main mechanism used to manage KVM is the zone allocator. The zone allocator takes a chunk of KVM and splits it up into constant-sized blocks of memory in order to allocate a specific type of structure. You can use vmstat -m to get an overview of current KVM utilization broken down by zone. - + Tuning the FreeBSD VM system A concerted effort has been made to make the FreeBSD kernel dynamically tune itself. Typically you do not need to mess with anything beyond the and kernel config options. That is, kernel compilation options specified in (typically) /usr/src/sys/i386/conf/CONFIG_FILE. A description of all available kernel configuration options can be found in /usr/src/sys/i386/conf/LINT. In a large system configuration you may wish to increase . Values typically range from 10 to 128. Note that raising too high can cause the system to overflow available KVM resulting in unpredictable operation. It is better to leave at some reasonable number and add other options, such as , to increase specific resources. If your system is going to use the network heavily, you may want to increase . Typical values range from 1024 to 4096. The NBUF parameter is also traditionally used to scale the system. This parameter determines the amount of KVA the system can use to map filesystem buffers for I/O. Note that this parameter has nothing whatsoever to do with the unified buffer cache! This parameter is dynamically tuned in 3.0-CURRENT and later kernels and should generally not be adjusted manually. We recommend that you not try to specify an NBUF parameter. Let the system pick it. Too small a value can result in extremely inefficient filesystem operation while too large a value can starve the page queues by causing too many pages to become wired down. By default, FreeBSD kernels are not optimized. You can set debugging and optimization flags with the makeoptions directive in the kernel configuration. Note that you should not use unless you can accommodate the large (typically 7 MB+) kernels that result. makeoptions DEBUG="-g" makeoptions COPTFLAGS="-O -pipe" Sysctl provides a way to tune kernel parameters at run-time. You typically do not need to mess with any of the sysctl variables, especially the VM related ones. Run time VM and system tuning is relatively straightforward. First, use Soft Updates on your UFS/FFS filesystems whenever possible. /usr/src/sys/ufs/ffs/README.softupdates contains instructions (and restrictions) on how to configure it. Second, configure sufficient swap. You should have a swap partition configured on each physical disk, up to four, even on your work disks. You should have at least 2x the swap space as you have main memory, and possibly even more if you do not have a lot of memory. You should also size your swap partition based on the maximum memory configuration you ever intend to put on the machine so you do not have to repartition your disks later on. If you want to be able to accommodate a crash dump, your first swap partition must be at least as large as main memory and /var/crash must have sufficient free space to hold the dump. NFS-based swap is perfectly acceptable on 4.X or later systems, but you must be aware that the NFS server will take the brunt of the paging load. diff --git a/en_US.ISO8859-1/books/fdp-primer/book.sgml b/en_US.ISO8859-1/books/fdp-primer/book.sgml index 0916b71b84..5bf5c89a1c 100644 --- a/en_US.ISO8859-1/books/fdp-primer/book.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/book.sgml @@ -1,305 +1,305 @@ %authors; %mailing-lists; %man; %chapters; ]> FreeBSD Documentation Project Primer for New Contributors Nik Clayton
nik@FreeBSD.org
1998 1999 2000 2001 2002 Nik Clayton $FreeBSD$ $FreeBSD$ 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: 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. 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. THIS DOCUMENTATION IS PROVIDED BY NIK CLAYTON "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 NIK CLAYTON 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. Thank you for becoming a part of the FreeBSD Documentation Project. Your contribution is extremely valuable. This primer covers everything you will need to know in order to start contributing to the FreeBSD Documentation Project, from the tools and software you will be using (both mandatory and recommended) to the philosophy behind the Documentation Project. This document is a work in progress, and is not complete. Sections that are known to be incomplete are indicated with a * in their name.
- + Preface - + Shell Prompts The following table shows the default system prompt and superuser prompt. The examples will use this prompt to indicate which user you should be running the example as. User Prompt Normal user &prompt.user; root &prompt.root; - + Typographic Conventions The following table describes the typographic conventions used in this book. Meaning Examples The name of commands, files, and directories. On screen computer output. Edit your .login file.Use ls -a to list all files.You have mail. What you type, when contrasted with on-screen computer output. &prompt.user; su Password: Manual page references. Use su 1 to change user names. User and group names Only root can do this. Emphasis You must do this. Command line variables; replace with the real name or variable. To delete a file, type rm filename Environment variables $HOME is your home directory. - + Notes, tips, important information, warnings, and examples Within the text appear notes, warnings, and examples. Notes are represented like this, and contain information that you should take note of, as it may affect what you do. Tips are represented like this, and contain information that you might find useful, or lead to an easier way to do something. Important information is represented like this. Typically they flag extra steps you may need to carry out. Warnings are represented like this, and contain information warning you about possible damage if you do not follow the instructions. This damage may be physical, to your hardware or to you, or it may be non-physical, such as the inadvertent deletion of important files. A sample example Examples are represented like this, and typically contain examples you should walk through, or show you what the results of a particular action should be. - + Acknowledgments My thanks to Sue Blake, Patrick Durusau, Jon Hamilton, Peter Flynn, and Christopher Maden, who took the time to read early drafts of this document and offer many valuable comments and criticisms. &chap.overview; &chap.tools; &chap.sgml-primer; &chap.sgml-markup; &chap.stylesheets; &chap.structure; &chap.doc-build; &chap.the-website; &chap.translations; &chap.writing-style; &chap.psgml-mode; &chap.see-also; &app.examples;
diff --git a/en_US.ISO8859-1/books/fdp-primer/doc-build/chapter.sgml b/en_US.ISO8859-1/books/fdp-primer/doc-build/chapter.sgml index 125df5c5ee..bb2001bc61 100644 --- a/en_US.ISO8859-1/books/fdp-primer/doc-build/chapter.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/doc-build/chapter.sgml @@ -1,498 +1,498 @@ The Documentation Build Process This chapter's main purpose is to clearly explain how the documentation build process is organised, and how to affect modifications to this process. After you have finished reading this chapter you should: Know what you need to build the FDP documentation, in addition to those mentioned in the SGML tools chapter. Be able to read and understand the make instructions that are present in each document's Makefiles, as well as an overview of the doc.project.mk includes. Be able to customize the build process by using make variables and make targets. - + The FreeBSD Documentation Build Toolset Here are your tools. Use them every way you can. The primary build tool you will need is make, but specifically Berkeley Make. Package building is handled by FreeBSD's pkg_create. If you are not using FreeBSD, you will either have to live without packages, or compile the source yourself. gzip is needed to create compressed versions of the document. bzip2 compression and zip archives are also supported. tar is supported, but package building demands it. install is the default method to install the documentation. There are alternatives, however. It is unlikely you will not be able to find these last two, they are mentioned for completeness. - + Understanding Makefiles in the Documentation tree There are three main types of Makefiles in the FreeBSD Documentation Project tree. Subdirectory Makefiles simply pass commands to those directories below them. Documentation Makefiles describe the document(s) that should be produced from this directory. Make includes are the glue that perform the document production, and are usually of the form doc.xxx.mk. Subdirectory Makefiles These Makefiles usually take the form of: SUBDIR =articles SUBDIR+=books COMPAT_SYMLINK = en DOC_PREFIX?= ${.CURDIR}/.. .include "${DOC_PREFIX}/share/mk/doc.project.mk" In quick summary, the first four non-empty lines define the make variables, SUBDIR, COMPAT_SYMLINK, and DOC_PREFIX. The first SUBDIR statement, as well as the COMPAT_SYMLINK statement, shows how to assign a value to a variable, overriding any previous value. The second SUBDIR statement shows how a value is appended to the current value of a variable. The SUBDIR variable is now articles books. The DOC_PREFIX assignment shows how a value is assigned to the variable, but only if it is not already defined. This is useful if DOC_PREFIX is not where this Makefile thinks it is - the user can override this and provide the correct value. Now what does it all mean? SUBDIR mentions which subdirectories below this one the build process should pass any work on to. COMPAT_SYMLINK is specific to compatibility symlinks (amazingly enough) for languages to their official encoding (doc/en would point to en_US.ISO-8859-1). DOC_PREFIX is the path to the root of the FreeBSD Document Project tree. This is not always that easy to find, and is also easily overridden, to allow for flexibility. .CURDIR is a make builtin variable with the path to the current directory. The final line includes the FreeBSD Documentation Project's project-wide make system file doc.project.mk which is the glue which converts these variables into build instructions. Documentation Makefiles These Makefiles set a bunch of make variables that describe how to build the documentation contained in that directory. Here is an example: MAINTAINER=nik@FreeBSD.org DOC?= book FORMATS?= html-split html INSTALL_COMPRESSED?= gz INSTALL_ONLY_COMPRESSED?= # SGML content SRCS= book.sgml DOC_PREFIX?= ${.CURDIR}/../../.. .include "$(DOC_PREFIX)/share/mk/docproj.docbook.mk" The MAINTAINER variable is a very important one. This variable provides the ability to claim ownership over a document in the FreeBSD Documentation Project, whereby you gain the responsibility for maintaining it. DOC is the name (sans the .sgml extension) of the main document created by this directory. SRCS lists all the individual files that make up the document. This should also include important files in which a change should result in a rebuild. FORMATS indicates the default formats that should be built for this document. INSTALL_COMPRESSED is the default list of compression techniques that should be used in the document build. INSTALL_ONLY_COMPRESS, empty by default, should be non-empty if only compressed documents are desired in the build. We covered optional variable assignments in the previous section. The DOC_PREFIX and include statements should be familiar already. FreeBSD Documentation Project make includes This is best explained by inspection of the code. Here are the system include files: doc.project.mk is the main project include file, which includes all the following include files, as necessary. doc.subdir.mk handles traversing of the document tree during the build and install processes. doc.install.mk provides variables that affect ownership and installation of documents. doc.docbook.mk is included if DOCFORMAT is docbook and DOC is set. doc.project.mk By inspection: DOCFORMAT?= docbook MAINTAINER?= doc@FreeBSD.org PREFIX?= /usr/local PRI_LANG?= en_US.ISO8859-1 .if defined(DOC) .if ${DOCFORMAT} == "docbook" .include "doc.docbook.mk" .endif .endif .include "doc.subdir.mk" .include "doc.install.mk" Variables DOCFORMAT and MAINTAINER are assigned default values, if these are not set by the document make file. PREFIX is the prefix under which the documentation building tools are installed. For normal package and port installation, this is /usr/local. PRI_LANG should be set to whatever language and encoding is natural amongst users these documents are being built for. US English is the default. PRI_LANG in no way affects what documents can, or even will, be built. Its main use is creating links to commonly referenced documents into the FreeBSD documentation install root. Conditionals The .if defined(DOC) line is an example of a make conditional which, like in other programs, defines behavior if some condition is true or if it is false. defined is a function which returns whether the variable given is defined or not. .if ${DOCFORMAT} == "docbook", next, tests whether the DOCFORMAT variable is "docbook", and in this case, includes doc.docbook.mk. The two .endifs close the two above conditionals, marking the end of their application. doc.subdir.mk This is too long to explain by inspection, you should be able to work it out with the knowledge gained from the previous chapters, and a little help given here. Variables SUBDIR is a list of subdirectories that the build process should go further down into. ROOT_SYMLINKS is the name of directories that should be linked to the document install root from their actual locations, if the current language is the primary language (specified by PRI_LANG). COMPAT_SYMLINK is described in the Subdirectory Makefile section. Targets and macros Dependencies are described by target: dependency1 dependency2 ... tuples, where to build target, you need to build the given dependencies first. After that descriptive tuple, instructions on how to build the target may be given, if the conversion process between the target and its dependencies are not previously defined, or if this particular conversion is not the same as the default conversion method. A special dependency .USE defines the equivalent of a macro. _SUBDIRUSE: .USE .for entry in ${SUBDIR} @${ECHO} "===> ${DIRPRFX}${entry}" @(cd ${.CURDIR}/${entry} && \ ${MAKE} ${.TARGET:S/realpackage/package/:S/realinstall/install/} DIRPRFX=${DIRPRFX}${entry}/ ) .endfor In the above, _SUBDIRUSE is now a macro which will execute the given commands when it is listed as a dependency. What sets this macro apart from other targets? Basically, it is executed after the instructions given in the build procedure it is listed as a dependency to, and it does not adjust .TARGET, which is the variable which contains the name of the target currently being built. clean: _SUBDIRUSE rm -f ${CLEANFILES} In the above, clean will use the _SUBDIRUSE macro after it has executed the instruction rm -f ${CLEANFILES}. In effect, this causes clean to go further and further down the directory tree, deleting built files as it goes down, not on the way back up. Provided targets install and package both go down the directory tree calling the real versions of themselves in the subdirectories. (realinstall and realpackage respectively) clean removes files created by the build process (and goes down the directory tree too). cleandir does the same, and also removes the object directory, if any. More on conditionals exists is another condition function which returns true if the given file exists. empty returns true if the given variable is empty. target returns true if the given target does not already exist. Looping constructs in make (.for) .for provides a way to repeat a set of instructions for each space-separated element in a variable. It does this by assigning a variable to contain the current element in the list being examined. _SUBDIRUSE: .USE .for entry in ${SUBDIR} @${ECHO} "===> ${DIRPRFX}${entry}" @(cd ${.CURDIR}/${entry} && \ ${MAKE} ${.TARGET:S/realpackage/package/:S/realinstall/install/} DIRPRFX=${DIRPRFX}${entry}/ ) .endfor In the above, if SUBDIR is empty, no action is taken; if it has one or more elements, the instructions between .for and .endfor would repeat for every element, with entry being replaced with the value of the current element. diff --git a/en_US.ISO8859-1/books/fdp-primer/examples/appendix.sgml b/en_US.ISO8859-1/books/fdp-primer/examples/appendix.sgml index 306e04ef9e..7edda5053b 100644 --- a/en_US.ISO8859-1/books/fdp-primer/examples/appendix.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/examples/appendix.sgml @@ -1,355 +1,355 @@ Examples This appendix contains example SGML files and command lines you can use to convert them from one output format to another. If you have successfully installed the Documentation Project tools then you should be able to use these examples directly. These examples are not exhaustive—they do not contain all the elements you might want to use, particularly in your document's front matter. For more examples of DocBook markup you should examine the SGML source for this and other documents, available in the CVSup doc collection, or available online starting at http://www.FreeBSD.org/cgi/cvsweb.cgi/doc/. To avoid confusion, these examples use the standard DocBook 3.1 DTD rather than the FreeBSD extension. They also use the stock stylesheets distributed by Norm Walsh, rather than any customisations made to those stylesheets by the FreeBSD Documentation Project. This makes them more useful as generic DocBook examples. - + DocBook <sgmltag>book</sgmltag> DocBook <sgmltag>book</sgmltag> An Example Book Your first name Your surname
foo@example.com
2000 Copyright string here If your book has an abstract then it should go here.
Preface Your book may have a preface, in which case it should be placed here. My first chapter This is the first chapter in my book. My first section This is the first section in my book.
]]>
- + DocBook <sgmltag>article</sgmltag> DocBook <sgmltag>article</sgmltag>
An example article Your first name Your surname
foo@example.com
2000 Copyright string here If your article has an abstract then it should go here.
My first section This is the first section in my article. My first sub-section This is the first sub-section in my article.
]]>
- + Producing formatted output This section assumes that you have installed the software listed in the textproc/docproj port, either by hand, or by using the port. Further, it is assumed that your software is installed in subdirectories under /usr/local/, and the directory where binaries have been installed is in your PATH. Adjust the paths as necessary for your system. Using Jade Converting DocBook to HTML (one large file) &prompt.user; jade -V nochunks \ -c /usr/local/share/sgml/docbook/dsssl/modular/catalog \ -c /usr/local/share/sgml/docbook/catalog \ -c /usr/local/share/sgml/jade/catalog \ -d /usr/local/share/sgml/docbook/dsssl/modular/html/docbook.dsl \ -t sgml file.sgml > file.html Specifies the nochunks parameter to the stylesheets, forcing all output to be written to STDOUT (using Norm Walsh's stylesheets). Specifies the catalogs that Jade will need to process. Three catalogs are required. The first is a catalog that contains information about the DSSSL stylesheets. The second contains information about the DocBook DTD. The third contains information specific to Jade. Specifies the full path to the DSSSL stylesheet that Jade will use when processing the document. Instructs Jade to perform a transformation from one DTD to another. In this case, the input is being transformed from the DocBook DTD to the HTML DTD. Specifies the file that Jade should process, and redirects output to the specified .html file. Converting DocBook to HTML (several small files) &prompt.user; jade \ -c /usr/local/share/sgml/docbook/dsssl/modular/catalog \ -c /usr/local/share/sgml/docbook/catalog \ -c /usr/local/share/sgml/jade/catalog \ -d /usr/local/share/sgml/docbook/dsssl/modular/html/docbook.dsl \ -t sgml file.sgml Specifies the catalogs that Jade will need to process. Three catalogs are required. The first is a catalog that contains information about the DSSSL stylesheets. The second contains information about the DocBook DTD. The third contains information specific to Jade. Specifies the full path to the DSSSL stylesheet that Jade will use when processing the document. Instructs Jade to perform a transformation from one DTD to another. In this case, the input is being transformed from the DocBook DTD to the HTML DTD. Specifies the file that Jade should process. The stylesheets determine how the individual HTML files will be named, and the name of the root file (i.e., the one that contains the start of the document. This example may still only generate one HTML file, depending on the structure of the document you are processing, and the stylesheet's rules for splitting output. Converting DocBook to Postscript The source SGML file must be converted to a TeX file. &prompt.user; jade -Vtex-backend \ -c /usr/local/share/sgml/docbook/dsssl/modular/catalog \ -c /usr/local/share/sgml/docbook/catalog \ -c /usr/local/share/sgml/jade/catalog \ -d /usr/local/share/sgml/docbook/dsssl/modular/print/docbook.dsl \ -t tex file.sgml Customises the stylesheets to use various options specific to producing output for TeX. Specifies the catalogs that Jade will need to process. Three catalogs are required. The first is a catalog that contains information about the DSSSL stylesheets. The second contains information about the DocBook DTD. The third contains information specific to Jade. Specifies the full path to the DSSSL stylesheet that Jade will use when processing the document. Instructs Jade to convert the output to TeX. The generated .tex file must now be run through tex, specifying the &jadetex macro package. &prompt.user; tex "&jadetex" file.tex You have to run tex at least three times. The first run processes the document, and determines areas of the document which are referenced from other parts of the document, for use in indexing, and so on. Do not be alarmed if you see warning messages such as LaTeX Warning: Reference `136' on page 5 undefined on input line 728. at this point. The second run reprocesses the document now that certain pieces of information are known (such as the document's page length). This allows index entries and other cross-references to be fixed up. The third pass performs any final cleanup necessary. The output from this stage will be file.dvi. Finally, run dvips to convert the .dvi file to Postscript. &prompt.user; dvips -o file.ps file.dvi Converting DocBook to PDF The first part of this process is identical to that when converting DocBook to Postscript, using the same jade command line (). When the .tex file has been generated you run pdfTeX. However, use the &pdfjadetex macro package instead. &prompt.user; pdftex "&pdfjadetex" file.tex Again, run this command three times. This will generate file.pdf, which does not need to be processed any further.
diff --git a/en_US.ISO8859-1/books/fdp-primer/overview/chapter.sgml b/en_US.ISO8859-1/books/fdp-primer/overview/chapter.sgml index 9bf070131d..3b6d15154b 100644 --- a/en_US.ISO8859-1/books/fdp-primer/overview/chapter.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/overview/chapter.sgml @@ -1,300 +1,300 @@ Overview Welcome to the FreeBSD Documentation Project. Good quality documentation is very important to the success of FreeBSD, and the FreeBSD Documentation Project (FDP) is how a lot of that documentation is produced. Your contributions are very valuable. This document's main purpose is to clearly explain how the FDP is organised, how to write and submit documentation to the FDP, and how to effectively use the tools available to you when writing documentation. Membership Everyone is welcome to join the FDP. There is no minimum membership requirement, no quota of documentation you need to produce per month. All you need to do is subscribe to the &a.doc;. After you have finished reading this document you should: Know which documentation is maintained by the FDP. Be able to read and understand the SGML source code for the documentation maintained by the FDP. Be able to make changes to the documentation. Be able to submit your changes back for review and eventual inclusion in the FreeBSD documentation. - + The FreeBSD Documentation Set The FDP is responsible for four categories of FreeBSD documentation. Manual pages The English language system manual pages are not written by the FDP, as they are part of the base system. However, the FDP can (and has) re-worded parts of existing manual pages to make them clearer, or to correct inaccuracies. The translation teams are responsible for translating the system manual pages into different languages. These translations are kept within the FDP. FAQ The FAQ aims to address (in short question and answer format) questions that are asked, or should be asked, on the various mailing lists and newsgroups devoted to FreeBSD. The format does not permit long and comprehensive answers. Handbook The Handbook aims to be the comprehensive on-line resource and reference for FreeBSD users. Web site This is the main FreeBSD presence on the World Wide Web, visible at http://www.FreeBSD.org/ and many mirrors around the world. The web site is many people's first exposure to FreeBSD. These four groups of documentation are all available in the FreeBSD CVS tree. This means that the logs of changes to these files are visible to anyone, and anyone can use a program such as CVSup or CTM to keep local copies of this documentation. In addition, many people have written tutorials or other web sites relating to FreeBSD. Some of these are stored in the CVS repository as well (where the author has agreed to this). In other cases the author has decided to keep his documentation separate from the main FreeBSD repository. The FDP endeavours to provide links to as much of this documentation as possible. - + Before you start This document assumes that you already know: How to maintain an up-to-date local copy of the FreeBSD documentation by maintaining a local copy of the FreeBSD CVS repository (using CVS and either CVSup or CTM) or by using CVSup to download just a checked-out copy. How to download and install new software using either the FreeBSD Ports system or &man.pkg.add.1;. - + Quick Start If you just want to get going, and feel confident you can pick things up as you go along, follow these instructions. Install the textproc/docproj meta-port. &prompt.root; cd /usr/ports/textproc/docproj &prompt.root; make JADETEX=no install Get a local copy of the FreeBSD doc tree. Either use CVSup in checkout mode to do this, or get a full copy of the CVS repository locally. If you have the CVS repository locally then as a minimum you will need to checkout the doc/share, and doc/en_US.ISO8859-1/share directories. &prompt.user; cvs checkout doc/share &prompt.user; cvs checkout doc/en_US.ISO8859-1/share If you have plenty of disk space then you could check out everything. &prompt.user; cvs checkout doc If you are preparing a change to an existing book or article, check it out of the repository as necessary. If you are planning on contributing a new book or article then use an existing one as a guide. For example, if you want to contribute a new article about setting up a VPN between FreeBSD and Windows 2000 you might do the following. Check out the articles directory. &prompt.user; cvs checkout doc/en_US.ISO8859-1/articles Copy an existing article to use as a template. In this case, you have decided that your new article belongs in a directory called vpn-w2k. &prompt.user; cd doc/en_US.ISO8859-1/articles &prompt.user; cp -r committers-guide vpn-w2k If you wanted to edit an existing document, such as the FAQ, which is in doc/en_US.ISO8859-1/books/faq you would check it out of the repository like this. &prompt.user; cvs checkout doc/en_US.ISO8859-1/books/faq Edit the .sgml files using your editor of choice. Test the markup using the lint target. This will quickly find any errors in the document without actually performing the time-consuming transformation. &prompt.user; make lint When you are ready to actually build the document, you may specify a single format or a list of formats in the FORMATS variable. Currently, html, html-split, txt, ps, pdf, and rtf are supported. The most up to date list of supported formats is listed at the top of the doc/share/mk/doc.docbook.mk file. Make sure to use quotes around the list of formats when you build more than one format with a single command. For example, to convert the document to html only, you would use: &prompt.user; make FORMATS=html But when you want to convert the document to both html and txt format, you could use either two separate &man.make.1; runs, with: &prompt.user; make FORMATS=html &prompt.user; make FORMATS=txt or, you can do it in one command: &prompt.user; make FORMATS="html txt" Submit your changes using &man.send-pr.1;. diff --git a/en_US.ISO8859-1/books/fdp-primer/see-also/chapter.sgml b/en_US.ISO8859-1/books/fdp-primer/see-also/chapter.sgml index 0d7f5b2aa0..7c5a57b981 100644 --- a/en_US.ISO8859-1/books/fdp-primer/see-also/chapter.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/see-also/chapter.sgml @@ -1,134 +1,134 @@ See Also This document is deliberately not an exhaustive discussion of SGML, the DTDs listed, and the FreeBSD Documentation Project. For more information about these, you are encouraged to see the following web sites. - + The FreeBSD Documentation Project The FreeBSD Documentation Project web pages The FreeBSD Handbook - + SGML The SGML/XML web page, a comprehensive SGML resource Gentle introduction to SGML - + HTML The World Wide Web Consortium The HTML 4.0 specification - + DocBook The DocBook Technical Committee, maintainers of the DocBook DTD DocBook: The Definitive Guide, the online documentation for the DocBook DTD. The DocBook Open Repository contains DSSSL stylesheets and other resources for people using DocBook. - + The Linux Documentation Project The Linux Documentation Project web pages diff --git a/en_US.ISO8859-1/books/fdp-primer/sgml-markup/chapter.sgml b/en_US.ISO8859-1/books/fdp-primer/sgml-markup/chapter.sgml index f6c1949ec3..9439a7e162 100644 --- a/en_US.ISO8859-1/books/fdp-primer/sgml-markup/chapter.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/sgml-markup/chapter.sgml @@ -1,2680 +1,2680 @@ SGML Markup This chapter describes the two markup languages you will encounter when you contribute to the FreeBSD documentation project. Each section describes the markup language, and details the markup that you are likely to want to use, or that is already in use. These markup languages contain a large number of elements, and it can be confusing sometimes to know which element to use for a particular situation. This section goes through the elements you are most likely to need, and gives examples of how you would use them. This is not an exhaustive list of elements, since that would just reiterate the documentation for each language. The aim of this section is to list those elements more likely to be useful to you. If you have a question about how best to markup a particular piece of content, please post it to the &a.doc;. Inline vs. block In the remainder of this document, when describing elements, inline means that the element can occur within a block element, and does not cause a line break. A block element, by comparison, will cause a line break (and other processing) when it is encountered. - + HTML HTML, the HyperText Markup Language, is the markup language of choice on the World Wide Web. More information can be found at <URL:http://www.w3.org/>. HTML is used to markup pages on the FreeBSD web site. It should not (generally) be used to mark up other documentation, since DocBook offers a far richer set of elements to choose from. Consequently, you will normally only encounter HTML pages if you are writing for the web site. HTML has gone through a number of versions, 1, 2, 3.0, 3.2, and the latest, 4.0 (available in both strict and loose variants). The HTML DTDs are available from the ports collection in the textproc/html port. They are automatically installed as part of the textproc/docproj port. Formal Public Identifier (FPI) There are a number of HTML FPIs, depending upon the version (also known as the level) of HTML that you want to declare your document to be compliant with. The majority of HTML documents on the FreeBSD web site comply with the loose version of HTML 4.0. PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN" Sectional elements An HTML document is normally split into two sections. The first section, called the head, contains meta-information about the document, such as its title, the name of the author, the parent document, and so on. The second section, the body, contains the content that will be displayed to the user. These sections are indicated with head and body elements respectively. These elements are contained within the top-level html element. Normal HTML document structure <html> <head> <title>The document's title</title> </head> <body> … </body> </html> Block elements Headings HTML allows you to denote headings in your document, at up to six different levels. The largest and most prominent heading is h1, then h2, continuing down to h6. The element's content is the text of the heading. <sgmltag>h1</sgmltag>, <sgmltag>h2</sgmltag>, etc. Use: First section

This is the heading for the first section

This is the heading for the first sub-section

This is the heading for the second section

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Generally, an HTML page should have one first level heading (h1). This can contain many second level headings (h2), which can in turn contain many third level headings. Each hn element should have the same element, but one further up the hierarchy, preceding it. Leaving gaps in the numbering is to be avoided. Bad ordering of <sgmltag>h<replaceable>n</replaceable></sgmltag> elements Use: First section

Sub-section

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Paragraphs HTML supports a single paragraph element, p. <sgmltag>p</sgmltag> Use: This is a paragraph. It can contain just about any other element.

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Block quotations A block quotation is an extended quotation from another document that should not appear within the current paragraph. <sgmltag>blockquote</sgmltag> Use: A small excerpt from the US Constitution:

We the People of the United States, in Order to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defence, promote the general Welfare, and secure the Blessings of Liberty to ourselves and our Posterity, do ordain and establish this Constitution for the United States of America.
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Lists You can present the user with three types of lists, ordered, unordered, and definition. Typically, each entry in an ordered list will be numbered, while each entry in an unordered list will be preceded by a bullet point. Definition lists are composed of two sections for each entry. The first section is the term being defined, and the second section is the definition of the term. Ordered lists are indicated by the ol element, unordered lists by the ul element, and definition lists by the dl element. Ordered and unordered lists contain listitems, indicated by the li element. A listitem can contain textual content, or it may be further wrapped in one or more p elements. Definition lists contain definition terms (dt) and definition descriptions (dd). A definition term can only contain inline elements. A definition description can contain other block elements. <sgmltag>ul</sgmltag> and <sgmltag>ol</sgmltag> Use: An unordered list. Listitems will probably be preceded by bullets.

  • First item
  • Second item
  • Third item

An ordered list, with list items consisting of multiple paragraphs. Each item (note: not each paragraph) will be numbered.

  1. This is the first item. It only has one paragraph.

  2. This is the first paragraph of the second item.

    This is the second paragraph of the second item.

  3. This is the first and only paragraph of the third item.

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Definition lists with <sgmltag>dl</sgmltag> Use:
Term 1

Paragraph 1 of definition 1.

Paragraph 2 of definition 1.

Term 2

Paragraph 1 of definition 2.

Term 3
Paragraph 1 of definition 3. Note that the <p> element is not required in the single paragraph case.
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Pre-formatted text You can indicate that text should be shown to the user exactly as it is in the file. Typically, this means that the text is shown in a fixed font, multiple spaces are not merged into one, and line breaks in the text are significant. In order to do this, wrap the content in the pre element. <sgmltag>pre</sgmltag> You could use pre to mark up an e-mail message; From: nik@FreeBSD.org To: freebsd-doc@FreeBSD.org Subject: New documentation available There is a new copy of my primer for contributors to the FreeBSD Documentation Project available at Comments appreciated. N]]> Tables Most text-mode browsers (such as Lynx) do not render tables particularly effectively. If you are relying on the tabular display of your content, you should consider using alternative markup to prevent confusion. Mark up tabular information using the table element. A table consists of one or more table rows (tr), each containing one or more cells of table data (td). Each cell can contain other block elements, such as paragraphs or lists. It can also contain another table (this nesting can repeat indefinitely). If the cell only contains one paragraph then you do not need to include the p element. Simple use of <sgmltag>table</sgmltag> Use: This is a simple 2x2 table.

Top left cell Top right cell
Bottom left cell Bottom right cell
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A cell can span multiple rows and columns. To indicate this, add the rowspan and/or colspan attributes, with values indicating the number of rows of columns that should be spanned. Using <literal>rowspan</literal> Use: One tall thin cell on the left, two short cells next to it on the right.

Long and thin
Top cell Bottom cell
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Using <literal>colspan</literal> Use: One long cell on top, two short cells below it.

Top cell
Bottom left cell Bottom right cell
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Using <literal>rowspan</literal> and <literal>colspan</literal> together Use: On a 3x3 grid, the top left block is a 2x2 set of cells merged into one. The other cells are normal.

Top left large cell Top right cell
Middle right cell
Bottom left cell Bottom middle cell Bottom right cell
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In-line elements Emphasising information You have two levels of emphasis available in HTML, em and strong. em is for a normal level of emphasis and strong indicates stronger emphasis. Typically, em is rendered in italic and strong is rendered in bold. This is not always the case, however, and you should not rely on it. <sgmltag>em</sgmltag> and <sgmltag>strong</sgmltag> Use: This has been emphasised, while this has been strongly emphasised.

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Bold and italics Because HTML includes presentational markup, you can also indicate that particular content should be rendered in bold or italic. The elements are b and i respectively. <sgmltag>b</sgmltag> and <sgmltag>i</sgmltag> This is in bold, while this is in italics.

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Indicating fixed pitch text If you have content that should be rendered in a fixed pitch (typewriter) typeface, use tt (for teletype). <sgmltag>tt</sgmltag> Use: This document was originally written by Nik Clayton, who can be reached by e-mail as nik@FreeBSD.org.

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Content size You can indicate that content should be shown in a larger or smaller font. There are three ways of doing this. Use big and small around the content you wish to change size. These tags can be nested, so <big><big>This is much bigger</big></big> is possible. Use font with the size attribute set to +1 or -1 respectively. This has the same effect as using big or small. However, the use of this approach is deprecated. Use font with the size attribute set to a number between 1 and 7. The default font size is 3. This approach is deprecated. <sgmltag>big</sgmltag>, <sgmltag>small</sgmltag>, and <sgmltag>font</sgmltag> The following fragments all do the same thing. This text is slightly smaller. But this text is slightly bigger.

This text is slightly smaller. But this text is slightly bigger

This text is slightly smaller. But this text is slightly bigger.

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Links Links are also in-line elements. Linking to other documents on the WWW In order to include a link to another document on the WWW you must know the URL of the document you want to link to. The link is indicated with a, and the href attribute contains the URL of the target document. The content of the element becomes the link, and is normally indicated to the user in some way (underlining, change of color, different mouse cursor when over the link, and so on). Using <literal><a href="..."></literal> Use: More information is available at the FreeBSD web site.

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These links will take the user to the top of the chosen document.
Linking to other parts of documents Linking to a point within another document (or within the same document) requires that the document author include anchors that you can link to. Anchors are indicated with a and the name attribute instead of href. Using <literal><a name="..."></literal> Use: This paragraph can be referenced in other links with the name para1.

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To link to a named part of a document, write a normal link to that document, but include the name of the anchor after a # symbol. Linking to a named part of another document Assume that the para1 example resides in a document called foo.html. More information can be found in the first paragraph of foo.html.

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If you are linking to a named anchor within the same document then you can omit the document's URL, and just include the name of the anchor (with the preceding #). Linking to a named part of the same document Assume that the para1 example resides in this document More information can be found in the first paragraph of this document.

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- + DocBook DocBook was designed by the Davenport Group to be a DTD for writing technical documentation. As such, and unlike LinuxDoc and HTML, DocBook is very heavily oriented towards markup that describes what something is, rather than describing how it should be presented. <literal>formal</literal> vs. <literal>informal</literal> Some elements may exist in two forms, formal and informal. Typically, the formal version of the element will consist of a title followed by the information version of the element. The informal version will not have a title. The DocBook DTD is available from the ports collection in the textproc/docbook port. It is automatically installed as part of the textproc/docproj port. FreeBSD extensions The FreeBSD Documentation Project has extended the DocBook DTD by adding some new elements. These elements serve to make some of the markup more precise. Where a FreeBSD specific element is listed below it is clearly marked. Throughout the rest of this document, the term DocBook is used to mean the FreeBSD extended DocBook DTD. There is nothing about these extensions that is FreeBSD specific, it was just felt that they were useful enhancements for this particular project. Should anyone from any of the other *nix camps (NetBSD, OpenBSD, Linux, …) be interested in collaborating on a standard DocBook extension set, please get in touch with &a.nik;. The FreeBSD extensions are not (currently) in the ports collection. They are stored in the FreeBSD CVS tree, as doc/share/sgml/freebsd.dtd. Formal Public Identifier (FPI) In compliance with the DocBook guidelines for writing FPIs for DocBook customisations, the FPI for the FreeBSD extended DocBook DTD is; PUBLIC "-//FreeBSD//DTD DocBook V4.1-Based Extension//EN" Document structure DocBook allows you to structure your documentation in several ways. In the FreeBSD Documentation Project we are using two primary types of DocBook document: the book and the article. A book is organised into chapters. This is a mandatory requirement. There may be parts between the book and the chapter to provide another layer of organisation. The Handbook is arranged in this way. A chapter may (or may not) contain one or more sections. These are indicated with the sect1 element. If a section contains another section then use the sect2 element, and so on, up to sect5. Chapters and sections contain the remainder of the content. An article is simpler than a book, and does not use chapters. Instead, the content of an article is organised into one or more sections, using the same sect1 (and sect2 and so on) elements that are used in books. Obviously, you should consider the nature of the documentation you are writing in order to decide whether it is best marked up as a book or an article. Articles are well suited to information that does not need to be broken down into several chapters, and that is, relatively speaking, quite short, at up to 20-25 pages of content. Books are best suited to information that can be broken up into several chapters, possibly with appendices and similar content as well. The FreeBSD tutorials are all marked up as articles, while this document, the FreeBSD FAQ, and the FreeBSD Handbook are all marked up as books. Starting a book The content of the book is contained within the book element. As well as containing structural markup, this element can contain elements that include additional information about the book. This is either meta-information, used for reference purposes, or additional content used to produce a title page. This additional information should be contained within bookinfo. Boilerplate <sgmltag>book</sgmltag> with <sgmltag>bookinfo</sgmltag> <book> <bookinfo> <title>Your title here</title> <author> <firstname>Your first name</firstname> <surname>Your surname</surname> <affiliation> <address><email>Your e-mail address</email></address> </affiliation> </author> <copyright> <year>1998</year> <holder role="mailto:your e-mail address">Your name</holder> </copyright> <releaseinfo>$FreeBSD$</releaseinfo> <abstract> <para>Include an abstract of the book's contents here.</para> </abstract> </bookinfo> … </book> Starting an article The content of the article is contained within the article element. As well as containing structural markup, this element can contain elements that include additional information about the article. This is either meta-information, used for reference purposes, or additional content used to produce a title page. This additional information should be contained within articleinfo. Boilerplate <sgmltag>article</sgmltag> with <sgmltag>articleinfo</sgmltag> <article> <articleinfo> <title>Your title here</title> <author> <firstname>Your first name</firstname> <surname>Your surname</surname> <affiliation> <address><email>Your e-mail address</email></address> </affiliation> </author> <copyright> <year>1998</year> <holder role="mailto:your e-mail address">Your name</holder> </copyright> <releaseinfo>$FreeBSD$</releaseinfo> <abstract> <para>Include an abstract of the article's contents here.</para> </abstract> </articleinfo> … </article> Indicating chapters Use chapter to mark up your chapters. Each chapter has a mandatory title. Articles do not contain chapters, they are reserved for books. A simple chapter The chapter's title ...
]]> A chapter cannot be empty; it must contain elements in addition to title. If you need to include an empty chapter then just use an empty paragraph. Empty chapters This is an empty chapter ]]> Sections below chapters In books, chapters may (but do not need to) be broken up into sections, subsections, and so on. In articles, sections are the main structural element, and each article must contain at least one section. Use the sectn element. The n indicates the section number, which identifies the section level. The first sectn is sect1. You can have one or more of these in a chapter. They can contain one or more sect2 elements, and so on, down to sect5. Sections in chapters A sample chapter Some text in the chapter. First section (1.1) Second section (1.2) First sub-section (1.2.1) First sub-sub-section (1.2.1.1) Second sub-section (1.2.2) ]]> This example includes section numbers in the section titles. You should not do this in your documents. Adding the section numbers is carried out by the stylesheets (of which more later), and you do not need to manage them yourself. Subdividing using <sgmltag>part</sgmltag>s You can introduce another layer of organisation between book and chapter with one or more parts. This cannot be done in an article. Introduction Overview ... What is FreeBSD? ... History ... ]]> Block elements Paragraphs DocBook supports three types of paragraphs: formalpara, para, and simpara. Most of the time you will only need to use para. formalpara includes a title element, and simpara disallows some elements from within para. Stick with para. <sgmltag>para</sgmltag> Use: This is a paragraph. It can contain just about any other element. ]]> Appearance: This is a paragraph. It can contain just about any other element. Block quotations A block quotation is an extended quotation from another document that should not appear within the current paragraph. You will probably only need it infrequently. Blockquotes can optionally contain a title and an attribution (or they can be left untitled and unattributed). <sgmltag>blockquote</sgmltag> Use: A small excerpt from the US Constitution;
Preamble to the Constitution of the United States Copied from a web site somewhere We the People of the United States, in Order to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defence, promote the general Welfare, and secure the Blessings of Liberty to ourselves and our Posterity, do ordain and establish this Constitution for the United States of America.
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Appearance:
Preamble to the Constitution of the United States Copied from a web site somewhere We the People of the United States, in Order to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defence, promote the general Welfare, and secure the Blessings of Liberty to ourselves and our Posterity, do ordain and establish this Constitution for the United States of America.
Tips, notes, warnings, cautions, important information and sidebars. You may need to include extra information separate from the main body of the text. Typically this is meta information that the user should be aware of. Depending on the nature of the information, one of tip, note, warning, caution, and important should be used. Alternatively, if the information is related to the main text but is not one of the above, use sidebar. The circumstances in which to choose one of these elements over another is unclear. The DocBook documentation suggests; A Note is for information that should be heeded by all readers. An Important element is a variation on Note. A Caution is for information regarding possible data loss or software damage. A Warning is for information regarding possible hardware damage or injury to life or limb. <sgmltag>warning</sgmltag> Use: Installing FreeBSD may make you want to delete Windows from your hard disk. ]]> Installing FreeBSD may make you want to delete Windows from your hard disk. Lists and procedures You will often need to list pieces of information to the user, or present them with a number of steps that must be carried out in order to accomplish a particular goal. In order to do this, use itemizedlist, orderedlist, or procedureThere are other types of list element in DocBook, but we are not concerned with those at the moment. itemizedlist and orderedlist are similar to their counterparts in HTML, ul and ol. Each one consists of one or more listitem elements, and each listitem contains one or more block elements. The listitem elements are analogous to HTML's li tags. However, unlike HTML, they are required. procedure is slightly different. It consists of steps, which may in turn consists of more steps or substeps. Each step contains block elements. <sgmltag>itemizedlist</sgmltag>, <sgmltag>orderedlist</sgmltag>, and <sgmltag>procedure</sgmltag> Use: This is the first itemized item. This is the second itemized item. This is the first ordered item. This is the second ordered item. Do this. Then do this. And now do this. ]]> Appearance: This is the first itemized item. This is the second itemized item. This is the first ordered item. This is the second ordered item. Do this. Then do this. And now do this. Showing file samples If you want to show a fragment of a file (or perhaps a complete file) to the user, wrap it in the programlisting element. White space and line breaks within programlisting are significant. In particular, this means that the opening tag should appear on the same line as the first line of the output, and the closing tag should appear on the same line as the last line of the output, otherwise spurious blank lines may be included. <sgmltag>programlisting</sgmltag> Use: When you have finished, your program should look like this; #include <stdio.h> int main(void) { printf("hello, world\n"); }]]> Notice how the angle brackets in the #include line need to be referenced by their entities instead of being included literally. Appearance: When you have finished, your program should look like this; #include <stdio.h> int main(void) { printf("hello, world\n"); } Callouts A callout is a mechanism for referring back to an earlier piece of text or specific position within an earlier example without linking to it within the text. To do this, mark areas of interest in your example (programlisting, literallayout, or whatever) with the co element. Each element must have a unique id assigned to it. After the example include a calloutlist that refers back to the example and provides additional commentary. <sgmltag>co</sgmltag> and <sgmltag>calloutlist</sgmltag> When you have finished, your program should look like this; #include <stdio.h> int main(void) { printf("hello, world\n"); } Includes the standard IO header file. Specifies that main() returns an int. The printf() call that writes hello, world to standard output. ]]> Appearance: When you have finished, your program should look like this; #include <stdio.h> int main(void) { printf("hello, world\n"); } Includes the standard IO header file. Specifies that main() returns an int. The printf() call that writes hello, world to standard output. Tables Unlike HTML, you do not need to use tables for layout purposes, as the stylesheet handles those issues for you. Instead, just use tables for marking up tabular data. In general terms (and see the DocBook documentation for more detail) a table (which can be either formal or informal) consists of a table element. This contains at least one tgroup element, which specifies (as an attribute) the number of columns in this table group. Within the tablegroup you can then have one thead element, which contains elements for the table headings (column headings), and one tbody which contains the body of the table. Both tgroup and thead contain row elements, which in turn contain entry elements. Each entry element specifies one cell in the table. <sgmltag>informaltable</sgmltag> Use: This is column head 1 This is column head 2 Row 1, column 1 Row 1, column 2 Row 2, column 1 Row 2, column 2 ]]> Appearance: This is column head 1 This is column head 2 Row 1, column 1 Row 1, column 2 Row 2, column 1 Row 2, column 2 If you do not want a border around the table the frame attribute can be added to the informaltable element with a value of none (i.e., <informaltable frame="none">). Tables where <literal>frame="none"</literal> Appearance: This is column head 1 This is column head 2 Row 1, column 1 Row 1, column 2 Row 2, column 1 Row 2, column 2 Examples for the user to follow A lot of the time you need to show examples for the user to follow. Typically, these will consist of dialogs with the computer; the user types in a command, the user gets a response back, they type in another command, and so on. A number of distinct elements and entities come into play here. screen Everything the user sees in this example will be on the computer screen, so the next element is screen. Within screen, white space is significant. prompt, &prompt.root; and &prompt.user; Some of the things the user will be seeing on the screen are prompts from the computer (either from the operating system, command shell, or application). These should be marked up using prompt. As a special case, the two shell prompts for the normal user and the root user have been provided as entities. Every time you want to indicate the user is at a shell prompt, use one of &prompt.root; and &prompt.user; as necessary. They do not need to be inside prompt. &prompt.root; and &prompt.user; are FreeBSD extensions to DocBook, and are not part of the original DTD. userinput When displaying text that the user should type in, wrap it in userinput tags. It will probably be displayed differently to the user. <sgmltag>screen</sgmltag>, <sgmltag>prompt</sgmltag>, and <sgmltag>userinput</sgmltag> Use: &prompt.user; ls -1 foo1 foo2 foo3 &prompt.user; ls -1 | grep foo2 foo2 &prompt.user; su Password: &prompt.root; cat foo2 This is the file called 'foo2']]> Appearance: &prompt.user; ls -1 foo1 foo2 foo3 &prompt.user; ls -1 | grep foo2 foo2 &prompt.user; su Password: &prompt.root; cat foo2 This is the file called 'foo2' Even though we are displaying the contents of the file foo2, it is not marked up as programlisting. Reserve programlisting for showing fragments of files outside the context of user actions.
In-line elements Emphasising information When you want to emphasise a particular word or phrase, use emphasis. This may be presented as italic, or bold, or might be spoken differently with a text-to-speech system. There is no way to change the presentation of the emphasis within your document, no equivalent of HTML's b and i. If the information you are presenting is important then consider presenting it in important rather than emphasis. <sgmltag>emphasis</sgmltag> Use: FreeBSD is without doubt the premiere Unix like operating system for the Intel architecture.]]> Appearance: FreeBSD is without doubt the premiere Unix like operating system for the Intel architecture. Quotations To quote text from another document or source, or to denote a phrase that is used figuratively, use quote. Within a quote tag, you may use most of the markup tags available for normal text. Quotations Use: However, make sure that the search does not go beyond the boundary between local and public administration, as RFC 1535 calls it.]]> Appearance: However, make sure that the search does not go beyond the boundary between local and public administration, as RFC 1535 calls it. Keys, mouse buttons, and combinations To refer to a specific key on the keyboard, use keycap. To refer to a mouse button, use mousebutton. And to refer to combinations of key presses or mouse clicks, wrap them all in keycombo. keycombo has an attribute called action, which may be one of click, double-click, other, press, seq, or simul. The last two values denote whether the keys or buttons should be pressed in sequence, or simultaneously. The stylesheets automatically add any connecting symbols, such as +, between the key names, when wrapped in keycombo. Keys, mouse buttons, and combinations Use: To switch to the second virtual terminal, press Alt F1. To exit vi without saving your work, type Esc: q!. My window manager is configured so that Alt right mouse button is used to move windows.]]> Appearance: To switch to the second virtual terminal, press Alt F1. To exit vi without saving your work, type Esc: q!. My window manager is configured so that Alt right mouse button is used to move windows. Applications, commands, options, and cites You will frequently want to refer to both applications and commands when writing for the Handbook. The distinction between them is simple: an application is the name for a suite (or possibly just 1) of programs that fulfil a particular task. A command is the name of a program that the user can run. In addition, you will occasionally need to list one or more of the options that a command might take. Finally, you will often want to list a command with its manual section number, in the command(number) format so common in Unix manuals. Mark up application names with application. When you want to list a command with its manual section number (which should be most of the time) the DocBook element is citerefentry. This will contain a further two elements, refentrytitle and manvolnum. The content of refentrytitle is the name of the command, and the content of manvolnum is the manual page section. This can be cumbersome to write, and so a series of general entities have been created to make this easier. Each entity takes the form &man.manual-page.manual-section;. The file that contains these entities is in doc/share/sgml/man-refs.ent, and can be referred to using this FPI: PUBLIC "-//FreeBSD//ENTITIES DocBook Manual Page Entities//EN" Therefore, the introduction to your documentation will probably look like this: <!DOCTYPE book PUBLIC "-//FreeBSD//DTD DocBook V4.1-Based Extension//EN" [ <!ENTITY % man PUBLIC "-//FreeBSD//ENTITIES DocBook Manual Page Entities//EN"> %man; … ]> Use command when you want to include a command name in-line but present it as something the user should type in. Use option to mark up a command's options. This can be confusing, and sometimes the choice is not always clear. Hopefully this example makes it clearer. Applications, commands, and options. Use: Sendmail is the most widely used Unix mail application. Sendmail includes the sendmail 8 , &man.mailq.8;, and &man.newaliases.8; programs. One of the command line parameters to sendmail 8 , , will display the current status of messages in the mail queue. Check this on the command line by running sendmail -bp.]]> Appearance: Sendmail is the most widely used Unix mail application. Sendmail includes the sendmail 8 , mailq 8 , and newaliases 8 programs. One of the command line parameters to sendmail 8 , , will display the current status of messages in the mail queue. Check this on the command line by running sendmail -bp. Notice how the &man.command.section; notation is easier to follow. Files, directories, extensions Whenever you wish to refer to the name of a file, a directory, or a file extension, use filename. <sgmltag>filename</sgmltag> Use: The SGML source for the Handbook in English can be found in /usr/doc/en/handbook/. The first file is called handbook.sgml in that directory. You should also see a Makefile and a number of files with a .ent extension.]]> Appearance: The SGML source for the Handbook in English can be found in /usr/doc/en/handbook/. The first file is called handbook.sgml in that directory. You should also see a Makefile and a number of files with a .ent extension. The name of ports FreeBSD extension These elements are part of the FreeBSD extension to DocBook, and do not exist in the original DocBook DTD. You might need to include the name of a program from the FreeBSD Ports Collection in the documentation. Use the filename tag with the role attribute set to package to identify these. Since ports can be installed in any number of locations, only include the category and the port name; do not include /usr/ports. <sgmltag>filename</sgmltag> tag with <literal>package</literal> role Use: Install the net/ethereal port to view network traffic.]]> Appearance: Install the net/ethereal port to view network traffic. Devices FreeBSD extension These elements are part of the FreeBSD extension to DocBook, and do not exist in the original DocBook DTD. When referring to devices you have two choices. You can either refer to the device as it appears in /dev, or you can use the name of the device as it appears in the kernel. For this latter course, use devicename. Sometimes you will not have a choice. Some devices, such as networking cards, do not have entries in /dev, or the entries are markedly different from those entries. <sgmltag>devicename</sgmltag> Use: sio is used for serial communication in FreeBSD. sio manifests through a number of entries in /dev, including /dev/ttyd0 and /dev/cuaa0. By contrast, the networking devices, such as ed0 do not appear in /dev. In MS-DOS, the first floppy drive is referred to as a:. In FreeBSD it is /dev/fd0.]]> Appearance: sio is used for serial communication in FreeBSD. sio manifests through a number of entries in /dev, including /dev/ttyd0 and /dev/cuaa0. By contrast, the networking devices, such as ed0 do not appear in /dev. In MS-DOS, the first floppy drive is referred to as a:. In FreeBSD it is /dev/fd0. Hosts, domains, IP addresses, and so forth FreeBSD extension These elements are part of the FreeBSD extension to DocBook, and do not exist in the original DocBook DTD. You can markup identification information for networked computers (hosts) in several ways, depending on the nature of the information. All of them use hostid as the element, with the role attribute selecting the type of the marked up information. No role attribute, or role="hostname" With no role attribute (i.e., hostid.../hostid) the marked up information is the simple hostname, such as freefall or wcarchive. You can explicitly specify this with role="hostname". role="domainname" The text is a domain name, such as FreeBSD.org or ngo.org.uk. There is no hostname component. role="fqdn" The text is a Fully Qualified Domain Name, with both hostname and domain name parts. role="ipaddr" The text is an IP address, probably expressed as a dotted quad. role="ip6addr" The text is an IPv6 address. role="netmask" The text is a network mask, which might be expressed as a dotted quad, a hexadecimal string, or as a / followed by a number. role="mac" The text is an Ethernet MAC address, expressed as a series of 2 digit hexadecimal numbers separated by colons. <sgmltag>hostid</sgmltag> and roles Use: The local machine can always be referred to by the name localhost, which will have the IP address 127.0.0.1. The FreeBSD.org domain contains a number of different hosts, including freefall.FreeBSD.org and bento.FreeBSD.org. When adding an IP alias to an interface (using ifconfig) always use a netmask of 255.255.255.255 (which can also be expressed as 0xffffffff. The MAC address uniquely identifies every network card in existence. A typical MAC address looks like 08:00:20:87:ef:d0.]]> Appearance: The local machine can always be referred to by the name localhost, which will have the IP address 127.0.0.1. The FreeBSD.org domain contains a number of different hosts, including freefall.FreeBSD.org and bento.FreeBSD.org. When adding an IP alias to an interface (using ifconfig) always use a netmask of 255.255.255.255 (which can also be expressed as 0xffffffff. The MAC address uniquely identifies every network card in existence. A typical MAC address looks like 08:00:20:87:ef:d0. Usernames FreeBSD extension These elements are part of the FreeBSD extension to DocBook, and do not exist in the original DocBook DTD. When you need to refer to a specific username, such as root or bin, use username. <sgmltag>username</sgmltag> Use: To carry out most system administration functions you will need to be root.]]> Appearance: To carry out most system administration functions you will need to be root. Describing <filename>Makefile</filename>s FreeBSD extension These elements are part of the FreeBSD extension to DocBook, and do not exist in the original DocBook DTD. Two elements exist to describe parts of Makefiles, maketarget and makevar. maketarget identifies a build target exported by a Makefile that can be given as a parameter to make. makevar identifies a variable that can be set (in the environment, on the make command line, or within the Makefile) to influence the process. <sgmltag>maketarget</sgmltag> and <sgmltag>makevar</sgmltag> Use: Two common targets in a Makefile are all and clean. Typically, invoking all will rebuild the application, and invoking clean will remove the temporary files (.o for example) created by the build process. clean may be controlled by a number of variables, including CLOBBER and RECURSE.]]> Appearance: Two common targets in a Makefile are all and clean. Typically, invoking all will rebuild the application, and invoking clean will remove the temporary files (.o for example) created by the build process. clean may be controlled by a number of variables, including CLOBBER and RECURSE. Literal text You will often need to include literal text in the Handbook. This is text that is excerpted from another file, or which should be copied from the Handbook into another file verbatim. Some of the time, programlisting will be sufficient to denote this text. programlisting is not always appropriate, particularly when you want to include a portion of a file in-line with the rest of the paragraph. On these occasions, use literal. <sgmltag>literal</sgmltag> Use: The maxusers 10 line in the kernel configuration file determines the size of many system tables, and is a rough guide to how many simultaneous logins the system will support.]]> Appearance: The maxusers 10 line in the kernel configuration file determines the size of many system tables, and is a rough guide to how many simultaneous logins the system will support. Showing items that the user <emphasis>must</emphasis> fill in There will often be times when you want to show the user what to do, or refer to a file, or command line, or similar, where the user cannot simply copy the examples that you provide, but must instead include some information themselves. replaceable is designed for this eventuality. Use it inside other elements to indicate parts of that element's content that the user must replace. <sgmltag>replaceable</sgmltag> Use: &prompt.user; man command ]]> Appearance: &prompt.user; man command replaceable can be used in many different elements, including literal. This example also shows that replaceable should only be wrapped around the content that the user is meant to provide. The other content should be left alone. Use: The maxusers n line in the kernel configuration file determines the size of many system tables, and is a rough guide to how many simultaneous logins the system will support. For a desktop workstation, 32 is a good value for n.]]> Appearance: The maxusers n line in the kernel configuration file determines the size of many system tables, and is a rough guide to how many simultaneous logins the system will support. For a desktop workstation, 32 is a good value for n. Quoting system errors You might want to show errors generated by FreeBSD. Mark these with errorname. This indicates the exact error that appears. <sgmltag>errorname</sgmltag> Use: Panic: cannot mount root ]]> Appearance: Panic: cannot mount root Images Image support in the documentation is currently extremely experimental. I think the mechanisms described here are unlikely to change, but that is not guaranteed. You will also need to install the graphics/ImageMagick port, which is used to convert between the different image formats. This is a big port, and most of it is not required. However, while we are working on the Makefiles and other infrastructure it makes things easier. This port is not in the textproc/docproj meta port, you must install it by hand. The best example of what follows in practice is the doc/en_US.ISO8859-1/articles/vm-design/ document. If you are unsure of the description that follows, take a look at the files in that directory to see how everything hangs together. Experiment with creating different formatted versions of the document to see how the image markup appears in the formatted output. Image formats We currently support two formats for images. The format you should use will depend on the nature of your image. For images that are primarily vector based, such as network diagrams, time lines, and similar, use Encapsulated Postscript, and make sure that your images have the .eps extension. For bitmaps, such as screen captures, use the Portable Network Graphic format, and make sure that your images have the .png extension. These are the only formats in which images should be committed to the CVS repository. Use the right format for the right image. It is to be expected that your documentation will have a mix of EPS and PNG images. The Makefiles ensure that the correct format image is chosen depending on the output format that you use for your documentation. Do not commit the same image to the repository in two different formats. It is anticipated that the Documentation Project will switch to using the Scalable Vector Graphic (SVG) format for vector images. However, the current state of SVG capable editing tools makes this impractical. Markup The markup for an image is relatively simple. First, markup a mediaobject. The mediaobject can contain other, more specific objects. We are concerned with two, the imageobject and the textobject. You should include one imageobject, and two textobject elements. The imageobject will point to the name of the image file that will be used (without the extension). The textobject elements contain information that will be presented to the user as well as, or instead of, the image. There are two circumstances where this can happen. When the reader is viewing the documentation in HTML. In this case, each image will need to have associated alternate text to show the user, typically whilst the image is loading, or if they hover the mouse pointer over the image. When the reader is viewing the documentation in plain text. In this case, each image should have an ASCII art equivalent to show the user. An example will probably make things easier to understand. Suppose you have an image, called fig1, that you want to include in the document. This image is of a rectangle with an A inside it. The markup for this would be as follows. <mediaobject> <imageobject> <imagedata fileref="fig1"> </imageobject> <textobject> <literallayout class="monospaced">+---------------+ | A | +---------------+</literallayout> </textobject> <textobject> <phrase>A picture</phrase> </textobject> </mediaobject> Include an imagedata element inside the imageobject element. The fileref attribute should contain the filename of the image to include, without the extension. The stylesheets will work out which extension should be added to the filename automatically. The first textobject should contain a literallayout element, where the class attribute is set to monospaced. This is your opportunity to demonstrate your ASCII art skills. This content will be used if the document is converted to plain text. Notice how the first and last lines of the content of the literallayout element butt up next to the element's tags. This ensures no extraneous white space is included. The second textobject should contain a single phrase element. The contents of this will become the alt attribute for the image when this document is converted to HTML. <filename>Makefile</filename> entries Your images must be listed in the Makefile in the IMAGES variable. This variable should contain the name of all your source images. For example, if you have created three figures, fig1.eps, fig2.png, fig3.png, then your Makefile should have lines like this in it. … IMAGES= fig1.eps fig2.png fig3.png … or … IMAGES= fig1.eps IMAGES+= fig2.png IMAGES+= fig3.png … Again, the Makefile will work out the complete list of images it needs to build your source document, you only need to list the image files you provided. Images and chapters in subdirectories You must be careful when you separate your documentation into smaller files (see ) in different directories. Suppose you have a book with three chapters, and the chapters are stored in their own directories, called chapter1/chapter.sgml, chapter2/chapter.sgml, and chapter3/chapter.sgml. If each chapter has images associated with it, I suggest you place those images in each chapter's subdirectory (chapter1/, chapter2/, and chapter3/). However, if you do this you must include the directory names in the IMAGES variable in the Makefile, and you must include the directory name in the imagedata element in your document. For example, if you have chapter1/fig1.png, then chapter1/chapter.sgml should contain <mediaobject> <imageobject> <imagedata fileref="chapter1/fig1"> </imageobject> … </mediaobject> The directory name must be included in the fileref attribute The Makefile must contain … IMAGES= chapter1/fig1.png … Then everything should just work. Links Links are also in-line elements. Linking to other parts of the same document Linking within the same document requires you to specify where you are linking from (i.e., the text the user will click, or otherwise indicate, as the source of the link) and where you are linking to (the link's destination). Each element within DocBook has an attribute called id. You can place text in this attribute to uniquely name the element it is attached to. This value will be used when you specify the link source. Normally, you will only be linking to chapters or sections, so you would add the id attribute to these elements. <literal>id on chapters and sections</literal> Introduction This is the introduction. It contains a subsection, which is identified as well. Sub-sect 1 This is the subsection. ]]> Obviously, you should use more descriptive values. The values must be unique within the document (i.e., not just the file, but the document the file might be included in as well). Notice how the id for the subsection is constructed by appending text to the id of the chapter. This helps to ensure that they are unique. If you want to allow the user to jump into a specific portion of the document (possibly in the middle of a paragraph or an example), use anchor. This element has no content, but takes an id attribute. <sgmltag>anchor</sgmltag> This paragraph has an embedded link target in it. It will not show up in the document.]]> When you want to provide the user with a link they can activate (probably by clicking) to go to a section of the document that has an id attribute, you can use either xref or link. Both of these elements have a linkend attribute. The value of this attribute should be the value that you have used in a id attribute (it does not matter if that value has not yet occurred in your document; this will work for forward links as well as backward links). If you use xref then you have no control over the text of the link. It will be generated for you. Using <sgmltag>xref</sgmltag> Assume that this fragment appears somewhere in a document that includes the id example; More information can be found in . More specific information can be found in .]]> The text of the link will be generated automatically, and will look like (emphasised text indicates the text that will be the link);
More information can be found in Chapter One. More specific information can be found in the section called Sub-sect 1.
Notice how the text from the link is derived from the section title or the chapter number. This means that you cannot use xref to link to an id attribute on an anchor element. The anchor has no content, so the xref cannot generate the text for the link. If you want to control the text of the link then use link. This element wraps content, and the content will be used for the link. Using <sgmltag>link</sgmltag> Assume that this fragment appears somewhere in a document that includes the id example. More information can be found in the first chapter. More specific information can be found in this section.]]> This will generate the following (emphasised text indicates the text that will be the link);
More information can be found in the first chapter. More specific information can be found in this section.
That last one is a bad example. Never use words like this or here as the source for the link. The reader will need to hunt around the surrounding context to see where the link is actually taking them. You can use link to include a link to an id on an anchor element, since the link content defines the text that will be used for the link.
Linking to documents on the WWW Linking to external documents is much simpler, as long as you know the URL of the document you want to link to. Use ulink. The url attribute is the URL of the page that the link points to, and the content of the element is the text that will be displayed for the user to activate. <sgmltag>ulink</sgmltag> Use: Of course, you could stop reading this document and go to the FreeBSD home page instead.]]> Appearance: Of course, you could stop reading this document and go to the FreeBSD home page instead.
diff --git a/en_US.ISO8859-1/books/fdp-primer/sgml-primer/chapter.sgml b/en_US.ISO8859-1/books/fdp-primer/sgml-primer/chapter.sgml index 5ef285dcee..253f3c935a 100644 --- a/en_US.ISO8859-1/books/fdp-primer/sgml-primer/chapter.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/sgml-primer/chapter.sgml @@ -1,1580 +1,1580 @@ SGML Primer The majority of FDP documentation is written in applications of SGML. This chapter explains exactly what that means, how to read and understand the source to the documentation, and the sort of SGML tricks you will see used in the documentation. Portions of this section were inspired by Mark Galassi's Get Going With DocBook. - + Overview Way back when, electronic text was simple to deal with. Admittedly, you had to know which character set your document was written in (ASCII, EBCDIC, or one of a number of others) but that was about it. Text was text, and what you saw really was what you got. No frills, no formatting, no intelligence. Inevitably, this was not enough. Once you have text in a machine-usable format, you expect machines to be able to use it and manipulate it intelligently. You would like to indicate that certain phrases should be emphasised, or added to a glossary, or be hyperlinks. You might want filenames to be shown in a typewriter style font for viewing on screen, but as italics when printed, or any of a myriad of other options for presentation. It was once hoped that Artificial Intelligence (AI) would make this easy. Your computer would read in the document and automatically identify key phrases, filenames, text that the reader should type in, examples, and more. Unfortunately, real life has not happened quite like that, and our computers require some assistance before they can meaningfully process our text. More precisely, they need help identifying what is what. You or I can look at
To remove /tmp/foo use &man.rm.1;. &prompt.user; rm /tmp/foo
and easily see which parts are filenames, which are commands to be typed in, which parts are references to manual pages, and so on. But the computer processing the document cannot. For this we need markup.
Markup is commonly used to describe adding value or increasing cost. The term takes on both these meanings when applied to text. Markup is additional text included in the document, distinguished from the document's content in some way, so that programs that process the document can read the markup and use it when making decisions about the document. Editors can hide the markup from the user, so the user is not distracted by it. The extra information stored in the markup adds value to the document. Adding the markup to the document must typically be done by a person—after all, if computers could recognise the text sufficiently well to add the markup then there would be no need to add it in the first place. This increases the cost (i.e., the effort required) to create the document. The previous example is actually represented in this document like this; To remove /tmp/foo use &man.rm.1;. &prompt.user; rm /tmp/foo]]> As you can see, the markup is clearly separate from the content. Obviously, if you are going to use markup you need to define what your markup means, and how it should be interpreted. You will need a markup language that you can follow when marking up your documents. Of course, one markup language might not be enough. A markup language for technical documentation has very different requirements than a markup language that was to be used for cookery recipes. This, in turn, would be very different from a markup language used to describe poetry. What you really need is a first language that you use to write these other markup languages. A meta markup language. This is exactly what the Standard Generalised Markup Language (SGML) is. Many markup languages have been written in SGML, including the two most used by the FDP, HTML and DocBook. Each language definition is more properly called a Document Type Definition (DTD). The DTD specifies the name of the elements that can be used, what order they appear in (and whether some markup can be used inside other markup) and related information. A DTD is sometimes referred to as an application of SGML. A DTD is a complete specification of all the elements that are allowed to appear, the order in which they should appear, which elements are mandatory, which are optional, and so forth. This makes it possible to write an SGML parser which reads in both the DTD and a document which claims to conform to the DTD. The parser can then confirm whether or not all the elements required by the DTD are in the document in the right order, and whether there are any errors in the markup. This is normally referred to as validating the document. This processing simply confirms that the choice of elements, their ordering, and so on, conforms to that listed in the DTD. It does not check that you have used appropriate markup for the content. If you tried to mark up all the filenames in your document as function names, the parser would not flag this as an error (assuming, of course, that your DTD defines elements for filenames and functions, and that they are allowed to appear in the same place). It is likely that most of your contributions to the Documentation Project will consist of content marked up in either HTML or DocBook, rather than alterations to the DTDs. For this reason this book will not touch on how to write a DTD.
Elements, tags, and attributes All the DTDs written in SGML share certain characteristics. This is hardly surprising, as the philosophy behind SGML will inevitably show through. One of the most obvious manifestations of this philosophy is that of content and elements. Your documentation (whether it is a single web page, or a lengthy book) is considered to consist of content. This content is then divided (and further subdivided) into elements. The purpose of adding markup is to name and identify the boundaries of these elements for further processing. For example, consider a typical book. At the very top level, the book is itself an element. This book element obviously contains chapters, which can be considered to be elements in their own right. Each chapter will contain more elements, such as paragraphs, quotations, and footnotes. Each paragraph might contain further elements, identifying content that was direct speech, or the name of a character in the story. You might like to think of this as chunking content. At the very top level you have one chunk, the book. Look a little deeper, and you have more chunks, the individual chapters. These are chunked further into paragraphs, footnotes, character names, and so on. Notice how you can make this differentiation between different elements of the content without resorting to any SGML terms. It really is surprisingly straightforward. You could do this with a highlighter pen and a printout of the book, using different colors to indicate different chunks of content. Of course, we do not have an electronic highlighter pen, so we need some other way of indicating which element each piece of content belongs to. In languages written in SGML (HTML, DocBook, et al) this is done by means of tags. A tag is used to identify where a particular element starts, and where the element ends. The tag is not part of the element itself. Because each DTD was normally written to mark up specific types of information, each one will recognise different elements, and will therefore have different names for the tags. For an element called element-name the start tag will normally look like <element-name>. The corresponding closing tag for this element is </element-name>. Using an element (start and end tags) HTML has an element for indicating that the content enclosed by the element is a paragraph, called p. This element has both start and end tags. This is a paragraph. It starts with the start tag for the 'p' element, and it will end with the end tag for the 'p' element.

This is another paragraph. But this one is much shorter.

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Not all elements require an end tag. Some elements have no content. For example, in HTML you can indicate that you want a horizontal line to appear in the document. Obviously, this line has no content, so just the start tag is required for this element. Using an element (start tag only) HTML has an element for indicating a horizontal rule, called hr. This element does not wrap content, so only has a start tag. This is a paragraph.


This is another paragraph. A horizontal rule separates this from the previous paragraph.

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If it is not obvious by now, elements can contain other elements. In the book example earlier, the book element contained all the chapter elements, which in turn contained all the paragraph elements, and so on. Elements within elements; <sgmltag>em</sgmltag> This is a simple paragraph where some of the words have been emphasised.

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The DTD will specify the rules detailing which elements can contain other elements, and exactly what they can contain. People often confuse the terms tags and elements, and use the terms as if they were interchangeable. They are not. An element is a conceptual part of your document. An element has a defined start and end. The tags mark where the element starts and end. When this document (or anyone else knowledgeable about SGML) refers to the <p> tag they mean the literal text consisting of the three characters <, p, and >. But the phrase the <p> element refers to the whole element. This distinction is very subtle. But keep it in mind. Elements can have attributes. An attribute has a name and a value, and is used for adding extra information to the element. This might be information that indicates how the content should be rendered, or might be something that uniquely identifies that occurrence of the element, or it might be something else. An element's attributes are written inside the start tag for that element, and take the form attribute-name="attribute-value". In sufficiently recent versions of HTML, the p element has an attribute called align, which suggests an alignment (justification) for the paragraph to the program displaying the HTML. The align attribute can take one of four defined values, left, center, right and justify. If the attribute is not specified then the default is left. Using an element with an attribute The inclusion of the align attribute on this paragraph was superfluous, since the default is left.

This may appear in the center.

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Some attributes will only take specific values, such as left or justify. Others will allow you to enter anything you want. If you need to include quotes (") within an attribute then use single quotes around the attribute value. Single quotes around attributes I am on the right!

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Sometimes you do not need to use quotes around attribute values at all. However, the rules for doing this are subtle, and it is far simpler just to always quote your attribute values. The information on attributes, elements, and tags is stored in SGML catalogs. The various Documentation Project tools use these catalog files to validate your work. The tools in textproc/docproj include a variety of SGML catalog files. The FreeBSD Documentation Project includes its own set of catalog files. Your tools need to know about both sorts of catalog files. For you to do… In order to run the examples in this document you will need to install some software on your system and ensure that an environment variable is set correctly. Download and install textproc/docproj from the FreeBSD ports system. This is a meta-port that should download and install all of the programs and supporting files that are used by the Documentation Project. Add lines to your shell startup files to set SGML_CATALOG_FILES. (If you are not working on the English version of the documentation, you will want to substitute the correct directory for your language.) <filename>.profile</filename>, for &man.sh.1; and &man.bash.1; users SGML_ROOT=/usr/local/share/sgml SGML_CATALOG_FILES=${SGML_ROOT}/jade/catalog SGML_CATALOG_FILES=${SGML_ROOT}/iso8879/catalog:$SGML_CATALOG_FILES SGML_CATALOG_FILES=${SGML_ROOT}/html/catalog:$SGML_CATALOG_FILES SGML_CATALOG_FILES=${SGML_ROOT}/docbook/4.1/catalog:$SGML_CATALOG_FILES SGML_CATALOG_FILES=/usr/doc/share/sgml/catalog:$SGML_CATALOG_FILES SGML_CATALOG_FILES=/usr/doc/en_US.ISO8859-1/share/sgml/catalog:$SGML_CATALOG_FILES export SGML_CATALOG_FILES <filename>.login</filename>, for &man.csh.1; and &man.tcsh.1; users setenv SGML_ROOT /usr/local/share/sgml setenv SGML_CATALOG_FILES ${SGML_ROOT}/jade/catalog setenv SGML_CATALOG_FILES ${SGML_ROOT}/iso8879/catalog:$SGML_CATALOG_FILES setenv SGML_CATALOG_FILES ${SGML_ROOT}/html/catalog:$SGML_CATALOG_FILES setenv SGML_CATALOG_FILES ${SGML_ROOT}/docbook/4.1/catalog:$SGML_CATALOG_FILES setenv SGML_CATALOG_FILES /usr/doc/share/sgml/catalog:$SGML_CATALOG_FILES setenv SGML_CATALOG_FILES /usr/doc/en_US.ISO8859-1/share/sgml/catalog:$SGML_CATALOG_FILES Then either log out, and log back in again, or run those commands from the command line to set the variable values. Create example.sgml, and enter the following text; An example HTML file

This is a paragraph containing some text.

This paragraph contains some more text.

This paragraph might be right-justified.

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Try and validate this file using an SGML parser. Part of textproc/docproj is the &man.nsgmls.1; validating parser. Normally, &man.nsgmls.1; reads in a document marked up according to an SGML DTD and returns a copy of the document's Element Structure Information Set (ESIS, but that is not important right now). However, when &man.nsgmls.1; is given the parameter, &man.nsgmls.1; will suppress its normal output, and just print error messages. This makes it a useful way to check to see if your document is valid or not. Use &man.nsgmls.1; to check that your document is valid; &prompt.user; nsgmls -s example.sgml As you will see, &man.nsgmls.1; returns without displaying any output. This means that your document validated successfully. See what happens when required elements are omitted. Try removing the title and /title tags, and re-run the validation. &prompt.user; nsgmls -s example.sgml nsgmls:example.sgml:5:4:E: character data is not allowed here nsgmls:example.sgml:6:8:E: end tag for "HEAD" which is not finished The error output from &man.nsgmls.1; is organised into colon-separated groups, or columns. Column Meaning 1 The name of the program generating the error. This will always be nsgmls. 2 The name of the file that contains the error. 3 Line number where the error appears. 4 Column number where the error appears. 5 A one letter code indicating the nature of the message. I indicates an informational message, W is for warnings, and E is for errors It is not always the fifth column either. nsgmls -sv displays nsgmls:I: SP version "1.3" (depending on the installed version). As you can see, this is an informational message. , and X is for cross-references. As you can see, these messages are errors. 6 The text of the error message. Simply omitting the title tags has generated 2 different errors. The first error indicates that content (in this case, characters, rather than the start tag for an element) has occurred where the SGML parser was expecting something else. In this case, the parser was expecting to see one of the start tags for elements that are valid inside head (such as title). The second error is because head elements must contain a title element. Because it does not &man.nsgmls.1; considers that the element has not been properly finished. However, the closing tag indicates that the element has been closed before it has been finished. Put the title element back in.
The DOCTYPE declaration The beginning of each document that you write must specify the name of the DTD that the document conforms to. This is so that SGML parsers can determine the DTD and ensure that the document does conform to it. This information is generally expressed on one line, in the DOCTYPE declaration. A typical declaration for a document written to conform with version 4.0 of the HTML DTD looks like this; ]]> That line contains a number of different components. <! Is the indicator that indicates that this is an SGML declaration. This line is declaring the document type. DOCTYPE Shows that this is an SGML declaration for the document type. html Names the first element that will appear in the document. PUBLIC "-//W3C//DTD HTML 4.0//EN" Lists the Formal Public Identifier (FPI) Formal Public Identifier for the DTD that this document conforms to. Your SGML parser will use this to find the correct DTD when processing this document. PUBLIC is not a part of the FPI, but indicates to the SGML processor how to find the DTD referenced in the FPI. Other ways of telling the SGML parser how to find the DTD are shown later. > Returns to the document. Formal Public Identifiers (FPIs)<indexterm significance="preferred"> <primary>Formal Public Identifier</primary> </indexterm> You do not need to know this, but it is useful background, and might help you debug problems when your SGML processor can not locate the DTD you are using. FPIs must follow a specific syntax. This syntax is as follows; "Owner//Keyword Description//Language" Owner This indicates the owner of the FPI. If this string starts with ISO then this is an ISO owned FPI. For example, the FPI "ISO 8879:1986//ENTITIES Greek Symbols//EN" lists ISO 8879:1986 as being the owner for the set of entities for Greek symbols. ISO 8879:1986 is the ISO number for the SGML standard. Otherwise, this string will either look like -//Owner or +//Owner (notice the only difference is the leading + or -). If the string starts with - then the owner information is unregistered, with a + it identifies it as being registered. ISO 9070:1991 defines how registered names are generated; it might be derived from the number of an ISO publication, an ISBN code, or an organisation code assigned according to ISO 6523. In addition, a registration authority could be created in order to assign registered names. The ISO council delegated this to the American National Standards Institute (ANSI). Because the FreeBSD Project has not been registered the owner string is -//FreeBSD. And as you can see, the W3C are not a registered owner either. Keyword There are several keywords that indicate the type of information in the file. Some of the most common keywords are DTD, ELEMENT, ENTITIES, and TEXT. DTD is used only for DTD files, ELEMENT is usually used for DTD fragments that contain only entity or element declarations. TEXT is used for SGML content (text and tags). Description Any description you want to supply for the contents of this file. This may include version numbers or any short text that is meaningful to you and unique for the SGML system. Language This is an ISO two-character code that identifies the native language for the file. EN is used for English. <filename>catalog</filename> files If you use the syntax above and process this document using an SGML processor, the processor will need to have some way of turning the FPI into the name of the file on your computer that contains the DTD. In order to do this it can use a catalog file. A catalog file (typically called catalog) contains lines that map FPIs to filenames. For example, if the catalog file contained the line; PUBLIC "-//W3C//DTD HTML 4.0//EN" "4.0/strict.dtd" The SGML processor would know to look up the DTD from strict.dtd in the 4.0 subdirectory of whichever directory held the catalog file that contained that line. Look at the contents of /usr/local/share/sgml/html/catalog. This is the catalog file for the HTML DTDs that will have been installed as part of the textproc/docproj port. <envar>SGML_CATALOG_FILES</envar> In order to locate a catalog file, your SGML processor will need to know where to look. Many of them feature command line parameters for specifying the path to one or more catalogs. In addition, you can set SGML_CATALOG_FILES to point to the files. This environment variable should consist of a colon-separated list of catalog files (including their full path). Typically, you will want to include the following files; /usr/local/share/sgml/docbook/4.1/catalog /usr/local/share/sgml/html/catalog /usr/local/share/sgml/iso8879/catalog /usr/local/share/sgml/jade/catalog You should already have done this. Alternatives to FPIs Instead of using an FPI to indicate the DTD that the document conforms to (and therefore, which file on the system contains the DTD) you can explicitly specify the name of the file. The syntax for this is slightly different: ]]> The SYSTEM keyword indicates that the SGML processor should locate the DTD in a system specific fashion. This typically (but not always) means the DTD will be provided as a filename. Using FPIs is preferred for reasons of portability. You do not want to have to ship a copy of the DTD around with your document, and if you used the SYSTEM identifier then everyone would need to keep their DTDs in the same place. Escaping back to SGML Earlier in this primer I said that SGML is only used when writing a DTD. This is not strictly true. There is certain SGML syntax that you will want to be able to use within your documents. For example, comments can be included in your document, and will be ignored by the parser. Comments are entered using SGML syntax. Other uses for SGML syntax in your document will be shown later too. Obviously, you need some way of indicating to the SGML processor that the following content is not elements within the document, but is SGML that the parser should act upon. These sections are marked by <! ... > in your document. Everything between these delimiters is SGML syntax as you might find within a DTD. As you may just have realised, the DOCTYPE declaration is an example of SGML syntax that you need to include in your document… - + Comments Comments are an SGML construction, and are normally only valid inside a DTD. However, as shows, it is possible to use SGML syntax within your document. The delimiter for SGML comments is the string --. The first occurrence of this string opens a comment, and the second closes it. SGML generic comment <!-- test comment --> ]]> Use 2 dashes There is a problem with producing the Postscript and PDF versions of this document. The above example probably shows just one hyphen symbol, - after the <! and before the >. You must use two -, not one. The Postscript and PDF versions have translated the two - in the original to a longer, more professional em-dash, and broken this example in the process. The HTML, plain text, and RTF versions of this document are not affected. ]]> If you have used HTML before you may have been shown different rules for comments. In particular, you may think that the string <!-- opens a comment, and it is only closed by -->. This is not the case. A lot of web browsers have broken HTML parsers, and will accept that as valid. However, the SGML parsers used by the Documentation Project are much stricter, and will reject documents that make that error. Erroneous SGML comments ]]> The SGML parser will treat this as though it were actually; <!THIS IS OUTSIDE THE COMMENT> This is not valid SGML, and may give confusing error messages. ]]> As the example suggests, do not write comments like that. ]]> That is a (slightly) better approach, but it still potentially confusing to people new to SGML. For you to do… Add some comments to example.sgml, and check that the file still validates using &man.nsgmls.1; Add some invalid comments to example.sgml, and see the error messages that &man.nsgmls.1; gives when it encounters an invalid comment. - + Entities Entities are a mechanism for assigning names to chunks of content. As an SGML parser processes your document, any entities it finds are replaced by the content of the entity. This is a good way to have re-usable, easily changeable chunks of content in your SGML documents. It is also the only way to include one marked up file inside another using SGML. There are two types of entities which can be used in two different situations; general entities and parameter entities. General Entities You cannot use general entities in an SGML context (although you define them in one). They can only be used in your document. Contrast this with parameter entities. Each general entity has a name. When you want to reference a general entity (and therefore include whatever text it represents in your document), you write &entity-name;. For example, suppose you had an entity called current.version which expanded to the current version number of your product. You could write; The current version of our product is ¤t.version;.]]> When the version number changes you can simply change the definition of the value of the general entity and reprocess your document. You can also use general entities to enter characters that you could not otherwise include in an SGML document. For example, < and & cannot normally appear in an SGML document. When the SGML parser sees the < symbol it assumes that a tag (either a start tag or an end tag) is about to appear, and when it sees the & symbol it assumes the next text will be the name of an entity. Fortunately, you can use the two general entities &lt; and &amp; whenever you need to include one or other of these A general entity can only be defined within an SGML context. Typically, this is done immediately after the DOCTYPE declaration. Defining general entities ]>]]> Notice how the DOCTYPE declaration has been extended by adding a square bracket at the end of the first line. The two entities are then defined over the next two lines, before the square bracket is closed, and then the DOCTYPE declaration is closed. The square brackets are necessary to indicate that we are extending the DTD indicated by the DOCTYPE declaration. Parameter entities Like general entities, parameter entities are used to assign names to reusable chunks of text. However, where as general entities can only be used within your document, parameter entities can only be used within an SGML context. Parameter entities are defined in a similar way to general entities. However, instead of using &entity-name; to refer to them, use %entity-name; Parameter entities use the Percent symbol. . The definition also includes the % between the ENTITY keyword and the name of the entity. Defining parameter entities ]>]]> This may not seem particularly useful. It will be. For you to do… Add a general entity to example.sgml. ]> An example HTML file

This is a paragraph containing some text.

This paragraph contains some more text.

This paragraph might be right-justified.

The current version of this document is: &version;

]]>
Validate the document using &man.nsgmls.1; Load example.sgml into your web browser (you may need to copy it to example.html before your browser recognises it as an HTML document). Unless your browser is very advanced, you will not see the entity reference &version; replaced with the version number. Most web browsers have very simplistic parsers which do not handle proper SGML This is a shame. Imagine all the problems and hacks (such as Server Side Includes) that could be avoided if they did. . The solution is to normalise your document using an SGML normaliser. The normaliser reads in valid SGML and outputs equally valid SGML which has been transformed in some way. One of the ways in which the normaliser transforms the SGML is to expand all the entity references in the document, replacing the entities with the text that they represent. You can use &man.sgmlnorm.1; to do this. &prompt.user; sgmlnorm example.sgml > example.html You should find a normalised (i.e., entity references expanded) copy of your document in example.html, ready to load into your web browser. If you look at the output from &man.sgmlnorm.1; you will see that it does not include a DOCTYPE declaration at the start. To include this you need to use the option; &prompt.user; sgmlnorm -d example.sgml > example.html
- + Using entities to include files Entities (both general and parameter) are particularly useful when used to include one file inside another. Using general entities to include files Suppose you have some content for an SGML book organised into files, one file per chapter, called chapter1.sgml, chapter2.sgml, and so forth, with a book.sgml file that will contain these chapters. In order to use the contents of these files as the values for your entities, you declare them with the SYSTEM keyword. This directs the SGML parser to use the contents of the named file as the value of the entity. Using general entities to include files ]> &chapter.1; &chapter.2; &chapter.3; ]]> When using general entities to include other files within a document, the files being included (chapter1.sgml, chapter2.sgml, and so on) must not start with a DOCTYPE declaration. This is a syntax error. Using parameter entities to include files Recall that parameter entities can only be used inside an SGML context. Why then would you want to include a file within an SGML context? You can use this to ensure that you can reuse your general entities. Suppose that you had many chapters in your document, and you reused these chapters in two different books, each book organising the chapters in a different fashion. You could list the entities at the top of each book, but this quickly becomes cumbersome to manage. Instead, place the general entity definitions inside one file, and use a parameter entity to include that file within your document. Using parameter entities to include files First, place your entity definitions in a separate file, called chapters.ent. This file contains the following; ]]> Now create a parameter entity to refer to the contents of the file. Then use the parameter entity to load the file into the document, which will then make all the general entities available for use. Then use the general entities as before; %chapters; ]> &chapter.1; &chapter.2; &chapter.3; ]]> For you to do… Use general entities to include files Create three files, para1.sgml, para2.sgml, and para3.sgml. Put content similar to the following in each file; This is the first paragraph.

]]>
Edit example.sgml so that it looks like this; ]> An example HTML file

The current version of this document is: &version;

¶1; ¶2; ¶3; ]]>
Produce example.html by normalising example.sgml. &prompt.user; sgmlnorm -d example.sgml > example.html Load example.html into your web browser, and confirm that the paran.sgml files have been included in example.html.
Use parameter entities to include files You must have taken the previous steps first. Edit example.sgml so that it looks like this; %entities; ]> An example HTML file

The current version of this document is: &version;

¶1; ¶2; ¶3; ]]>
Create a new file, entities.sgml, with this content: ]]> Produce example.html by normalising example.sgml. &prompt.user; sgmlnorm -d example.sgml > example.html Load example.html into your web browser, and confirm that the paran.sgml files have been included in example.html.
Marked sections SGML provides a mechanism to indicate that particular pieces of the document should be processed in a special way. These are termed marked sections. Structure of a marked section <![ KEYWORD [ Contents of marked section ]]> As you would expect, being an SGML construct, a marked section starts with <!. The first square bracket begins to delimit the marked section. KEYWORD describes how this marked section should be processed by the parser. The second square bracket indicates that the content of the marked section starts here. The marked section is finished by closing the two square brackets, and then returning to the document context from the SGML context with > Marked section keywords <literal>CDATA</literal>, <literal>RCDATA</literal> These keywords denote the marked sections content model, and allow you to change it from the default. When an SGML parser is processing a document it keeps track of what is called the content model. Briefly, the content model describes what sort of content the parser is expecting to see, and what it will do with it when it finds it. The two content models you will probably find most useful are CDATA and RCDATA. CDATA is for Character Data. If the parser is in this content model then it is expecting to see characters, and characters only. In this model the < and & symbols lose their special status, and will be treated as ordinary characters. RCDATA is for Entity references and character data If the parser is in this content model then it is expecting to see characters and entities. < loses its special status, but & will still be treated as starting the beginning of a general entity. This is particularly useful if you are including some verbatim text that contains lots of < and & characters. While you could go through the text ensuring that every < is converted to a &lt; and every & is converted to a &amp;, it can be easier to mark the section as only containing CDATA. When the SGML parser encounters this it will ignore the < and & symbols embedded in the content. When you use CDATA or RCDATA in examples of text marked up in SGML, keep in mind that the content of CDATA is not validated. You have to check the included SGML text using other means. You could, for example, write the example in another document, validate the example code, and then paste it to your CDATA content. Using a CDATA marked section <para>Here is an example of how you would include some text that contained many &lt; and &amp; symbols. The sample text is a fragment of HTML. The surrounding text (<para> and <programlisting>) are from DocBook.</para> <programlisting> <![ CDATA [ This is a sample that shows you some of the elements within HTML. Since the angle brackets are used so many times, it is simpler to say the whole example is a CDATA marked section than to use the entity names for the left and right angle brackets throughout.

  • This is a listitem
  • This is a second listitem
  • This is a third listitem

This is the end of the example.

]]> ]]> </programlisting>
If you look at the source for this document you will see this technique used throughout.
<literal>INCLUDE</literal> and <literal>IGNORE</literal> If the keyword is INCLUDE then the contents of the marked section will be processed. If the keyword is IGNORE then the marked section is ignored and will not be processed. It will not appear in the output. Using <literal>INCLUDE</literal> and <literal>IGNORE</literal> in marked sections <![ INCLUDE [ This text will be processed and included. ]]> <![ IGNORE [ This text will not be processed or included. ]]> By itself, this is not too useful. If you wanted to remove text from your document you could cut it out, or wrap it in comments. It becomes more useful when you realise you can use parameter entities to control this. Remember that parameter entities can only be used in SGML contexts, and the keyword of a marked section is an SGML context. For example, suppose that you produced a hard-copy version of some documentation and an electronic version. In the electronic version you wanted to include some extra content that was not to appear in the hard-copy. Create a parameter entity, and set its value to INCLUDE. Write your document, using marked sections to delimit content that should only appear in the electronic version. In these marked sections use the parameter entity in place of the keyword. When you want to produce the hard-copy version of the document, change the parameter entity's value to IGNORE and reprocess the document. Using a parameter entity to control a marked section <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0//EN" [ <!ENTITY % electronic.copy "INCLUDE"> ]]> ... <![ %electronic.copy [ This content should only appear in the electronic version of the document. ]]> When producing the hard-copy version, change the entity's definition to; <!ENTITY % electronic.copy "IGNORE"> On reprocessing the document, the marked sections that use %electronic.copy as their keyword will be ignored.
For you to do… Create a new file, section.sgml, that contains the following; <!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.0//EN" [ <!ENTITY % text.output "INCLUDE"> ]> <html> <head> <title>An example using marked sections</title> </head> <body> <p>This paragraph <![ CDATA [contains many < characters (< < < < <) so it is easier to wrap it in a CDATA marked section ]]></p> <![ IGNORE [ <p>This paragraph will definitely not be included in the output.</p> ]]> <![ [ <p>This paragraph might appear in the output, or it might not.</p> <p>Its appearance is controlled by the parameter entity.</p> ]]> </body> </html> Normalise this file using &man.sgmlnorm.1; and examine the output. Notice which paragraphs have appeared, which have disappeared, and what has happened to the content of the CDATA marked section. Change the definition of the text.output entity from INCLUDE to IGNORE. Re-normalise the file, and examine the output to see what has changed.
- + Conclusion That is the conclusion of this SGML primer. For reasons of space and complexity several things have not been covered in depth (or at all). However, the previous sections cover enough SGML for you to be able to follow the organisation of the FDP documentation.
diff --git a/en_US.ISO8859-1/books/fdp-primer/structure/chapter.sgml b/en_US.ISO8859-1/books/fdp-primer/structure/chapter.sgml index 245b4e3a2b..472578508d 100644 --- a/en_US.ISO8859-1/books/fdp-primer/structure/chapter.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/structure/chapter.sgml @@ -1,294 +1,294 @@ Structuring documents under <filename>doc/</filename> The doc/ tree is organised in a particular fashion, and the documents that are part of the FDP are in turn organised in a particular fashion. The aim is to make it simple to add new documentation into the tree and: make it easy to automate converting the document to other formats promote consistency between the different documentation organisations, to make it easier to switch between working on different documents make it easy to decide where in the tree new documentation should be placed In addition, the documentation tree has to accommodate documentation that could be in many different languages and in many different encodings. It is important that the structure of the documentation tree does not enforce any particular defaults or cultural preferences. - + The top level, <filename>doc/</filename> There are two types of directory under doc/, each with very specific directory names and meanings. Directory Meaning share/ Contains files that are not specific to the various translations and encodings of the documentation. Contains subdirectories to further categorise the information. For example, the files that comprise the &man.make.1; infrastructure are in share/mk, while the additional SGML support files (such as the FreeBSD extended DocBook DTD) are in share/sgml. lang.encoding/ One directory exists for each available translation and encoding of the documentation, for example en_US.ISO8859-1/ and zh_TW.Big5/. The names are long, but by fully specifying the language and encoding we prevent any future headaches should a translation team want to provide the documentation in the same language but in more than one encoding. This also completely isolates us from any problems that might be caused by a switch to Unicode. - + The <filename><replaceable>lang</replaceable>.<replaceable>encoding</replaceable>/</filename> directories These directories contain the documents themselves. The documentation is split into up to three more categories at this level, indicated by the different directory names. Directory Contents articles Documentation marked up as a DocBook article (or equivalent). Reasonably short, and broken up into sections. Normally only available as one HTML file. books Documentation marked up as a DocBook book (or equivalent). Book length, and broken up into chapters. Normally available as both one large HTML file (for people with fast connections, or who want to print it easily from a browser) and as a collection of linked, smaller files. man For translations of the system manual pages. This directory will contain one or more mann directories, corresponding to the sections that have been translated. Not every lang.encoding directory will contain all of these directories. It depends on how much translation has been accomplished by that translation team. - + Document specific information This section contains specific notes about particular documents managed by the FDP. The Handbook books/handbook/ The Handbook is written to comply with the FreeBSD DocBook extended DTD. The Handbook is organised as a DocBook book. It is then divided into parts, each of which may contain several chapters. chapters are further subdivided into sections (sect1) and subsections (sect2, sect3) and so on. Physical organisation There are a number of files and directories within the handbook directory. The Handbook's organisation may change over time, and this document may lag in detailing the organisational changes. If you have any questions about how the Handbook is organised, please contact the &a.doc;. <filename>Makefile</filename> The Makefile defines some variables that affect how the SGML source is converted to other formats, and lists the various source files that make up the Handbook. It then includes the standard doc.project.mk file, to bring in the rest of the code that handles converting documents from one format to another. <filename>book.sgml</filename> This is the top level document in the Handbook. It contains the Handbook's DOCTYPE declaration, as well as the elements that describe the Handbook's structure. book.sgml uses parameter entities to load in the files with the .ent extension. These files (described later) then define general entities that are used throughout the rest of the Handbook. <filename><replaceable>directory</replaceable>/chapter.sgml</filename> Each chapter in the Handbook is stored in a file called chapter.sgml in a separate directory from the other chapters. Each directory is named after the value of the id attribute on the chapter element. For example, if one of the chapter files contains: ... ]]> then it will be called chapter.sgml in the kernelconfiguration directory. In general, the entire contents of the chapter will be held in this file. When the HTML version of the Handbook is produced, this will yield kernelconfiguration.html. This is because of the id value, and is not related to the name of the directory. In earlier versions of the Handbook the files were stored in the same directory as book.sgml, and named after the value of the id attribute on the file's chapter element. Moving them into separate directories prepares for future plans for the Handbook. Specifically, it will soon be possible to include images in each chapter. It makes more sense for each image to be stored in a directory with the text for the chapter than to try and keep the text for all the chapters, and all the images, in one large directory. Namespace collisions would be inevitable, and it is easier to work with several directories with a few files in them than it is to work with one directory that has many files in it. A brief look will show that there are many directories with individual chapter.sgml files, including basics/chapter.sgml, introduction/chapter.sgml, and printing/chapter.sgml. Chapters and/or directories should not be named in a fashion that reflects their ordering within the Handbook. This ordering might change as the content within the Handbook is reorganised; this sort of reorganisation should not (generally) include the need to rename files (unless entire chapters are being promoted or demoted within the hierarchy). Each chapter.sgml file will not be a complete SGML document. In particular, they will not have their own DOCTYPE lines at the start of the files. This is unfortunate as it makes it impossible to treat these as generic SGML files and simply convert them to HTML, RTF, PS, and other formats in the same way the main Handbook is generated. This would force you to rebuild the Handbook every time you want to see the effect a change has had on just one chapter. diff --git a/en_US.ISO8859-1/books/fdp-primer/stylesheets/chapter.sgml b/en_US.ISO8859-1/books/fdp-primer/stylesheets/chapter.sgml index 795956d0ff..528fed3ed9 100644 --- a/en_US.ISO8859-1/books/fdp-primer/stylesheets/chapter.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/stylesheets/chapter.sgml @@ -1,102 +1,102 @@ * Stylesheets SGML says nothing about how a document should be displayed to the user, or rendered on paper. To do that, various languages have been developed to describe stylesheets, including DynaText, Panorama, SPICE, JSSS, FOSI, CSS, and DSSSL. For DocBook, we are using stylesheets written in DSSSL. For HTML we are using CSS. - + * DSSSL The Documentation Project uses a slightly customised version of Norm Walsh's modular DocBook stylesheets. These can be found in textproc/dsssl-docbook-modular. The modified stylesheets are not in the ports system. Instead they are part of the Documentation Project source repository, and can be found in doc/share/sgml/freebsd.dsl. It is well commented, and pending completion of this section you are encouraged to examine that file to see how some of the available options in the standard stylesheets have been configured in order to customise the output for the FreeBSD Documentation Project. That file also contains examples showing how to extend the elements that the stylesheet understands, which is how the FreeBSD specific elements have been formatted. - + CSS Cascading Stylesheets (CSS) are a mechanism for attaching style information (font, weight, size, color, and so forth) to elements in an HTML document without abusing HTML to do so. The Web site (HTML documents) The FreeBSD web site does not currently use CSS. Unfortunately, the look and feel is constructed using abuses of HTML of varying degrees. This should be fixed, and would be a good project for someone looking to contribute to the documentation project. The DocBook documents The FreeBSD DSSSL stylesheets include a reference to a stylesheet, docbook.css, which is expected to appear in the same directory as the HTML files. The project-wide CSS file is copied from doc/share/misc/docbook.css when documents are converted to HTML, and is installed automatically. diff --git a/en_US.ISO8859-1/books/fdp-primer/the-website/chapter.sgml b/en_US.ISO8859-1/books/fdp-primer/the-website/chapter.sgml index 5b696a288a..4e4bafdc97 100644 --- a/en_US.ISO8859-1/books/fdp-primer/the-website/chapter.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/the-website/chapter.sgml @@ -1,218 +1,218 @@ The Website - + Preparation Get 200MB free disk space. You will need the disk space for the SGML tools, a subset of the CVS tree, temporary build space and the installed web pages. If you already have installed the SGML tools and the CVS tree, you need only ~100MB free disk space. Make sure your documentation ports are up to date! When in doubt, remove the old ports using &man.pkg.delete.1; command before installing the port. For example, we currently depend on jade-1.2 and if you have installed jade-1.1, please do &prompt.root; pkg_delete jade-1.1 Setup a CVS repository. You need the directories www, doc and ports in the CVS tree (plus the CVSROOT of course). Please read the CVSup introduction http://www.FreeBSD.org/doc/en_US.ISO8859-1/books/handbook/synching.html#CVSUP how to mirror a CVS tree or parts of a CVS tree. The essential cvsup collections are: www, doc-all, cvs-base, and ports-base. These collections require ~100MB free disk space. A full CVS tree - including src, doc, www, and ports - is currently 650MB large. - + Build the web pages from scratch Go to into a build directory with at least 60MB of free space. &prompt.root; mkdir /var/tmp/webbuild &prompt.root; cd /var/tmp/webbuild Checkout the SGML files from the CVS tree. &prompt.root; cvs -R co www doc Change into the www directory, and run the &man.make.1; links target, to create the necessary symbolic links. &prompt.root; cd www &prompt.root; make links Change into the en directory, and run the &man.make.1; all target, to create the web pages. &prompt.root; cd en &prompt.root; make all - + Install the web pages into your web server If you have moved out of the en directory, change back to it. &prompt.root; cd path/www/en Run the &man.make.1; install target, setting the DESTDIR variable to the name of the directory you want to install the files to. &prompt.root; make DESTDIR=/usr/local/www install If you have previously installed the web pages into the same directory the install process will not have deleted any old or outdated pages. For example, if you build and install a new copy of the site every day, this command will find and delete all files that have not been updated in three days. &prompt.root; find /usr/local/www -ctime 3 -print0 | xargs -0 rm - + Environment variables CVSROOT Location of the CVS tree. Essential. &prompt.root; CVSROOT=/home/ncvs; export CVSROOT ENGLISH_ONLY If set and not empty, the makefiles will build and install only the English documents. All translations will be ignored. E.g.: &prompt.root; make ENGLISH_ONLY=YES all install If you want unset the variable ENGLISH_ONLY and build all pages, including translations, set the variable ENGLISH_ONLY to an empty value &prompt.root; make ENGLISH_ONLY="" all install clean WEB_ONLY If set and not empty, the makefiles will build and install only the HTML pages from the www directory. All documents from the doc directory (Handbook, FAQ, Tutorials) will be ignored. E.g.: &prompt.root; make WEB_ONLY=YES all install NOPORTSCVS If set, the makefiles will not checkout files from the ports cvs repository. Instead, it will copy the files from /usr/ports (or where the variable PORTSBASE points to). CVSROOT is an environment variable. You must set it on the command line or in your dot files (~/.profile). WEB_ONLY, ENGLISH_ONLY and NOPORTSCVS are makefile variables. You can set the variables in /etc/make.conf, Makefile.inc or as environment variables on the command line or in your dot files. diff --git a/en_US.ISO8859-1/books/fdp-primer/tools/chapter.sgml b/en_US.ISO8859-1/books/fdp-primer/tools/chapter.sgml index 2fb91eb8ac..826dc5fa58 100644 --- a/en_US.ISO8859-1/books/fdp-primer/tools/chapter.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/tools/chapter.sgml @@ -1,286 +1,286 @@ Tools The FDP uses a number of different software tools to help manage the FreeBSD documentation, convert it to different output formats, and so on. You will need to use these tools yourself if you are to work with the FreeBSD documentation. All these tools are available as FreeBSD Ports and Packages, greatly simplifying the work you have to do to install them. You will need to install these tools before you work through any of the examples in later chapters. The actual usage of these tools is covered in later chapters. Use <filename role="package">textproc/docproj</filename> if possible You can save yourself a lot of time if you install the textproc/docproj port. This is a meta-port which does not contain any software itself. Instead, it depends on various other ports being installed correctly. Installing this port should automatically download and install all of the packages listed in this chapter that you need. One of the packages that you might need is the JadeTeX macro set. In turn, this macro set requires TeX to be installed. TeX is a large package, and you only need it if you want to produce Postscript or PDF output. To save yourself time and space you must specify whether or not you want JadeTeX (and therefore TeX) installed when you install this port. Either do; &prompt.root; make JADETEX=yes install or &prompt.root; make JADETEX=no install as necessary. Note that you can produce only HTML or ASCII text output if you install the tools using JADETEX=no. PostScript or PDF output require TeX. - + Mandatory tools Software These programs are required before you can usefully work with the FreeBSD documentation, and they will allow you to convert the documentation to HTML, plain text, and RTF formats. They are all included in textproc/docproj. SP (textproc/sp) A suite of applications, including a validating SGML parser, and an SGML normaliser. Jade (textproc/jade) A DSSSL implementation. Used for converting marked up documents to other formats, including HTML and TeX. Tidy (www/tidy) An HTML 'pretty printer', used to reformat some of the automatically generated HTML so that it is easier to follow. Links (www/links) A text-mode WWW browser that can also convert HTML files to plain text. peps (graphics/peps) Some of the documentation includes images, some of which are stored as EPS files. These must be converted to PNG before most web browsers will display them. DTDs and Entities These are the DTDs and entity sets used by the FDP. They need to be installed before you can work with any of the documentation. HTML DTD (textproc/html) HTML is the markup language of choice for the World Wide Web, and is used throughout the FreeBSD web site. DocBook DTD (textproc/docbook) DocBook is designed for marking up technical documentation. All the FreeBSD documentation is written in DocBook. ISO 8879 entities (textproc/iso8879) 19 of the ISO 8879:1986 character entity sets used by many DTDs. Includes named mathematical symbols, additional characters in the 'Latin' character set (accents, diacriticals, and so on), and Greek symbols. Stylesheets The stylesheets are used when converting and formatting the documentation for display on screen, printing, and so on. Modular DocBook Stylesheets (textproc/dsssl-docbook-modular) The Modular DocBook Stylesheets are used when converting documentation marked up in DocBook to other formats, such as HTML or RTF. - + Optional tools You do not need to have any of the following installed. However, you may find it easier to work with the documentation if you do, and they may give you more flexibility in the output formats that can be generated. Software JadeTeX and teTeX (print/jadetex and print/teTeX) Jade and teTeX are used to convert DocBook documents to DVI, Postscript, and PDF formats. The JadeTeX macros are needed in order to do this. If you do not intend to convert your documentation to one of these formats (i.e., HTML, plain text, and RTF are sufficient) then you do not need to install JadeTeX and teTeX. This can be a significant space and time saver, as teTeX is over 30MB in size. If you decide to install JadeTeX and teTeX then you will need to configure teTeX after JadeTeX has been installed. print/jadetex/pkg-message contains detailed instructions explaining what you need to do. Emacs or XEmacs (editors/emacs or editors/xemacs) Both these editors include a special mode for editing documents marked up according to an SGML DTD. This mode includes commands to reduce the amount of typing you need, and help reduce the possibility of errors. You do not need to use them; any text editor can be used to edit marked up documents. You may find they make you more efficient. If anyone has recommendations for other software that is useful when manipulating SGML documents, please let &a.nik; know, so they can be added to this list. diff --git a/en_US.ISO8859-1/books/fdp-primer/writing-style/chapter.sgml b/en_US.ISO8859-1/books/fdp-primer/writing-style/chapter.sgml index 454e290dae..61caa8d76c 100644 --- a/en_US.ISO8859-1/books/fdp-primer/writing-style/chapter.sgml +++ b/en_US.ISO8859-1/books/fdp-primer/writing-style/chapter.sgml @@ -1,440 +1,440 @@ Writing style In order to promote consistency between the myriad authors of the FreeBSD documentation, some guidelines have been drawn up for authors to follow. Use American English spelling There are several variants of English, with different spellings for the same word. Where spellings differ, use the American English variant. color, not colour, rationalize, not rationalise, and so on. Do not use contractions Do not use contractions. Always spell the phrase out in full. Don't use contractions would be wrong. Avoiding contractions makes for a more formal tone, is more precise, and is slightly easier for translators. Use the serial comma In a list of items within a paragraph, separate each item from the others with a comma. Separate the last item from the others with a comma and the word and. For example, look at the following:
This is a list of one, two and three items.
Is this a list of three items, one, two, and three, or a list of two items, one and two and three? It is better to be explicit and include a serial comma:
This is a list of one, two, and three items.
Avoid redundant phrases Try not to use redundant phrases. In particular, the command, the file, and man command are probably redundant. These two examples show this for commands. The second example is preferred. Use the command cvsup to update your sources Use cvsup to update your sources These two examples show this for filenames. The second example is preferred. … in the filename /etc/rc.local … in /etc/rc.local These two examples show this for manual references. The second example is preferred (the second example uses citerefentry). See man csh for more information. See &man.csh.1; Two spaces at the end of sentences Always use two spaces at the end of sentences, as this improves readability, and eases use of tools such as Emacs. While it may be argued that a capital letter following a period denotes a new sentence, this is not the case, especially in name usage. Jordan K. Hubbard is a good example; it has a capital H following a period and a space, and there certainly is not a new sentence there.
For more information about writing style, see Elements of Style, by William Strunk. - + Style guide To keep the source for the Handbook consistent when many different people are editing it, please follow these style conventions. Letter case Tags are entered in lower case, <para>, not <PARA>. Text that appears in SGML contexts is generally written in upper case, <!ENTITY…>, and <!DOCTYPE…>, not <!entity…> and <!doctype…>. Indentation Each file starts with indentation set at column 0, regardless of the indentation level of the file which might contain this one. Every start tag increases the indentation level by 2 spaces, and every end tag decreases the indentation level by 2 spaces. Replace as many leading spaces with tabs as appropriate. Do not use spaces in front of tabs, and do not add extraneous whitespace at the end of a line. Content within elements should be indented by two spaces if the content runs over more than one line. For example, the source for this section looks something like: ... ... Indentation Each file starts with indentation set at column 0, regardless of the indentation level of the file which might contain this one. Every start tag increases the indentation level by 2 spaces, and every end tag decreases the indentation level by 2 spaces. Content within elements should be indented by two spaces if the content runs over more than one line. ...
]]> If you use Emacs or XEmacs to edit the files then sgml-mode should be loaded automatically, and the Emacs local variables at the bottom of each file should enforce these styles. Tag style Tag spacing Tags that start at the same indent as a previous tag should be separated by a blank line, and those that are not at the same indent as a previous tag should not: NIS October 1999 ... ... ... ... ... ... ... ]]> Separating tags Tags like itemizedlist which will always have further tags inside them, and in fact do not take character data themselves, are always on a line by themselves. Tags like para and term do not need other tags to contain normal character data, and their contents begin immediately after the tag, on the same line. The same applies to when these two types of tags close. This leads to an obvious problem when mixing these tags. When a starting tag which cannot contain character data directly follows a tag of the type that requires other tags within it to use character data, they are on separate lines. The second tag should be properly indented. When a tag which can contain character data closes directly after a tag which cannot contain character data closes, they co-exist on the same line. White space changes When committing changes, do not commit changes to the content at the same time as changes to the formatting. This is so that the teams that convert the Handbook to other languages can quickly see what content has actually changed in your commit, without having to decide whether a line has changed because of the content, or just because it has been refilled. For example, if you have added two sentences to a paragraph, such that the line lengths on the paragraph now go over 80 columns, first commit your change with the too-long line lengths. Then fix the line wrapping, and commit this second change. In the commit message for the second change, be sure to indicate that this is a whitespace-only change, and that the translation team can ignore it. Nonbreaking space Avoid line breaks in places where they look ugly or make it difficult to follow a sentence. Line breaks depend on the width of the chosen output medium. In particular, viewing the HTML documentation with a text browser can lead to badly formatted paragraphs like the next one: Data capacity ranges from 40 MB to 15 GB. Hardware compression … The general entity &nbsp; prohibits line breaks between parts belonging together. Use nonbreaking spaces in the following places: between numbers and units: between program names and version numbers: between multiword names (use with caution when applying this to more than 3-4 word names like The FreeBSD Brazilian Portuguese Documentation Project): - + Word list The following is a small list of words spelled the way they should be used in the FreeBSD Documentation Project. If the word you are looking for is not in this list, then please consult the O'Reilly word list. 2.2.X 4.X-STABLE CDROM DoS (Denial of Service) FreeBSD Ports Collection Internet MHz Unix email file system manual page(s) mail server name server ports collection web server diff --git a/en_US.ISO8859-1/books/handbook/advanced-networking/chapter.sgml b/en_US.ISO8859-1/books/handbook/advanced-networking/chapter.sgml index 81b6a63f55..72a404302d 100644 --- a/en_US.ISO8859-1/books/handbook/advanced-networking/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/advanced-networking/chapter.sgml @@ -1,6571 +1,6571 @@ Advanced Networking - + Synopsis This chapter will cover some of the more frequently used network services on Unix systems. We will cover how to define, setup, test and maintain all of the network services that FreeBSD utilizes. In addition, there have been example configuration files included throughout this chapter for you to benefit from. After reading this chapter, you will know: The basics of gateways and routes. How to make FreeBSD act as a bridge. How to setup a network filesystem. How to setup network booting on a diskless machine. How to setup a network information server for sharing user accounts. How to setup automatic network settings using DHCP. How to setup a domain name server. How to synchronize the time and date, and setup a time server, with the NTP protocol. How to setup network address translation. How to manage the inetd daemon. How to connect two computers via PLIP. How to setup IPv6 on a FreeBSD machine. Before reading this chapter, you should: Understand the basics of the /etc/rc scripts. Be familiar with basic network terminology. Coranth Gryphon Contributed by Gateways and Routes routing gateway subnet For one machine to be able to find another over a network, there must be a mechanism in place to describe how to get from one to the other. This is called routing. A route is a defined pair of addresses: a destination and a gateway. The pair indicates that if you are trying to get to this destination, communicate through this gateway. There are three types of destinations: individual hosts, subnets, and default. The default route is used if none of the other routes apply. We will talk a little bit more about default routes later on. There are also three types of gateways: individual hosts, interfaces (also called links), and Ethernet hardware addresses (MAC addresses). An Example To illustrate different aspects of routing, we will use the following example from netstat: &prompt.user; netstat -r Routing tables Destination Gateway Flags Refs Use Netif Expire default outside-gw UGSc 37 418 ppp0 localhost localhost UH 0 181 lo0 test0 0:e0:b5:36:cf:4f UHLW 5 63288 ed0 77 10.20.30.255 link#1 UHLW 1 2421 example.com link#1 UC 0 0 host1 0:e0:a8:37:8:1e UHLW 3 4601 lo0 host2 0:e0:a8:37:8:1e UHLW 0 5 lo0 => host2.example.com link#1 UC 0 0 224 link#1 UC 0 0 default route The first two lines specify the default route (which we will cover in the next section) and the localhost route. loopback device The interface (Netif column) that this routing table specifies to use for localhost is lo0, also known as the loopback device. This says to keep all traffic for this destination internal, rather than sending it out over the LAN, since it will only end up back where it started. Ethernet MAC address The next thing that stands out are the addresses beginning with 0:e0:. These are Ethernet hardware addresses, which are also known as MAC addresses. FreeBSD will automatically identify any hosts (test0 in the example) on the local Ethernet and add a route for that host, directly to it over the Ethernet interface, ed0. There is also a timeout (Expire column) associated with this type of route, which is used if we fail to hear from the host in a specific amount of time. When this happens, the route to this host will be automatically deleted. These hosts are identified using a mechanism known as RIP (Routing Information Protocol), which figures out routes to local hosts based upon a shortest path determination. subnet FreeBSD will also add subnet routes for the local subnet (10.20.30.255 is the broadcast address for the subnet 10.20.30, and example.com is the domain name associated with that subnet). The designation link#1 refers to the first Ethernet card in the machine. You will notice no additional interface is specified for those. Both of these groups (local network hosts and local subnets) have their routes automatically configured by a daemon called routed. If this is not run, then only routes which are statically defined (i.e. entered explicitly) will exist. The host1 line refers to our host, which it knows by Ethernet address. Since we are the sending host, FreeBSD knows to use the loopback interface (lo0) rather than sending it out over the Ethernet interface. The two host2 lines are an example of what happens when we use an &man.ifconfig.8; alias (see the section on Ethernet for reasons why we would do this). The => symbol after the lo0 interface says that not only are we using the loopback (since this address also refers to the local host), but specifically it is an alias. Such routes only show up on the host that supports the alias; all other hosts on the local network will simply have a link#1 line for such routes. The final line (destination subnet 224) deals with multicasting, which will be covered in another section. Finally, various attributes of each route can be seen in the Flags column. Below is a short table of some of these flags and their meanings: U Up: The route is active. H Host: The route destination is a single host. G Gateway: Send anything for this destination on to this remote system, which will figure out from there where to send it. S Static: This route was configured manually, not automatically generated by the system. C Clone: Generates a new route based upon this route for machines we connect to. This type of route is normally used for local networks. W WasCloned: Indicated a route that was auto-configured based upon a local area network (Clone) route. L Link: Route involves references to Ethernet hardware. Default Routes default route When the local system needs to make a connection to a remote host, it checks the routing table to determine if a known path exists. If the remote host falls into a subnet that we know how to reach (Cloned routes), then the system checks to see if it can connect along that interface. If all known paths fail, the system has one last option: the default route. This route is a special type of gateway route (usually the only one present in the system), and is always marked with a c in the flags field. For hosts on a local area network, this gateway is set to whatever machine has a direct connection to the outside world (whether via PPP link, DSL, cable modem, T1, or another network interface). If you are configuring the default route for a machine which itself is functioning as the gateway to the outside world, then the default route will be the gateway machine at your Internet Service Provider's (ISP) site. Let us look at an example of default routes. This is a common configuration: [Local2] <--ether--> [Local1] <--PPP--> [ISP-Serv] <--ether--> [T1-GW] The hosts Local1 and Local2 are at your site. Local1 is connected to an ISP via a dial up PPP connection. This PPP server computer is connected through a local area network to another gateway computer through an external interface to the ISPs Internet feed. The default routes for each of your machines will be: Host Default Gateway Interface Local2 Local1 Ethernet Local1 T1-GW PPP A common question is Why (or how) would we set the T1-GW to be the default gateway for Local1, rather than the ISP server it is connected to?. Remember, since the PPP interface is using an address on the ISP's local network for your side of the connection, routes for any other machines on the ISP's local network will be automatically generated. Hence, you will already know how to reach the T1-GW machine, so there is no need for the intermediate step of sending traffic to the ISP server. As a final note, it is common to use the address X.X.X.1 as the gateway address for your local network. So (using the same example), if your local class-C address space was 10.20.30 and your ISP was using 10.9.9 then the default routes would be: Host Default Route Local2 (10.20.30.2) Local1 (10.20.30.1) Local1 (10.20.30.1, 10.9.9.30) T1-GW (10.9.9.1) Dual Homed Hosts dual homed hosts There is one other type of configuration that we should cover, and that is a host that sits on two different networks. Technically, any machine functioning as a gateway (in the example above, using a PPP connection) counts as a dual-homed host. But the term is really only used to refer to a machine that sits on two local-area networks. In one case, the machine has two Ethernet cards, each having an address on the separate subnets. Alternately, the machine may only have one Ethernet card, and be using &man.ifconfig.8; aliasing. The former is used if two physically separate Ethernet networks are in use, the latter if there is one physical network segment, but two logically separate subnets. Either way, routing tables are set up so that each subnet knows that this machine is the defined gateway (inbound route) to the other subnet. This configuration, with the machine acting as a router between the two subnets, is often used when we need to implement packet filtering or firewall security in either or both directions. If you want this machine to actually forward packets between the two interfaces, you need to tell FreeBSD to enable this ability. Building a Router router A network router is simply a system that forwards packets from one interface to another. Internet standards and good engineering practice prevent the FreeBSD Project from enabling this by default in FreeBSD. You can enable this feature by changing the following variable to YES in &man.rc.conf.5;: gateway_enable=YES # Set to YES if this host will be a gateway This option will set the &man.sysctl.8; variable net.inet.ip.forwarding to 1. If you should need to stop routing temporarily, you can reset this to 0 temporarily. Your new router will need routes to know where to send the traffic. If your network is simple enough you can use static routes. FreeBSD also comes with the standard BSD routing daemon &man.routed.8;, which speaks RIP (both version 1 and version 2) and IRDP. For more complex situations you may want to try net/gated. Even when FreeBSD is configured in this way, it does not completely comply with the Internet standard requirements for routers. It comes close enough for ordinary use, however. Routing Propagation routing propagation We have already talked about how we define our routes to the outside world, but not about how the outside world finds us. We already know that routing tables can be set up so that all traffic for a particular address space (in our examples, a class-C subnet) can be sent to a particular host on that network, which will forward the packets inbound. When you get an address space assigned to your site, your service provider will set up their routing tables so that all traffic for your subnet will be sent down your PPP link to your site. But how do sites across the country know to send to your ISP? There is a system (much like the distributed DNS information) that keeps track of all assigned address-spaces, and defines their point of connection to the Internet Backbone. The Backbone are the main trunk lines that carry Internet traffic across the country, and around the world. Each backbone machine has a copy of a master set of tables, which direct traffic for a particular network to a specific backbone carrier, and from there down the chain of service providers until it reaches your network. It is the task of your service provider to advertise to the backbone sites that they are the point of connection (and thus the path inward) for your site. This is known as route propagation. Troubleshooting traceroute Sometimes, there is a problem with routing propagation, and some sites are unable to connect to you. Perhaps the most useful command for trying to figure out where routing is breaking down is the &man.traceroute.8; command. It is equally useful if you cannot seem to make a connection to a remote machine (i.e. &man.ping.8; fails). The &man.traceroute.8; command is run with the name of the remote host you are trying to connect to. It will show the gateway hosts along the path of the attempt, eventually either reaching the target host, or terminating because of a lack of connection. For more information, see the manual page for &man.traceroute.8;. Eric Anderson Written by Wireless Introduction It can be very useful to be able to use a computer without the annoyance of having a network cable attached at all times. FreeBSD can be used as a wireless client, and even as a wireless access point. Wireless background There are two different ways to configure 802.11 wireless devices: BSS and IBSS. BSS mode BSS mode is the mode that typically is used. BSS mode is also called infrastructure mode. In this mode, a number of wireless access points are connected to a wired network. Each wireless network has its own name. This name is called the SSID of the network. Wireless clients connect to these wireless access points. The IEEE 802.11 standard defins the protocol that wireless networks use to connect. A wireless client can be tied to a specific network, when a SSID is set. A wireless client can also attach to any network by not excplicitly setting a SSID. IBSS Mode IBSS mode, also called ad-hoc mode, is designed for point to point connections. There are actually two types of ad-hoc mode. One is IBSS mode, also called ad-hoc or IEEE ad-hoc mode. This mode is defined by the IEEE 802.11 standards. The second is called demo ad-hoc mode or Lucent ad-hoc mode (and sometimes confusingly ad-hoc mode). This is the old, pre-802.11 ad-hoc mode and should only be used for legacy installations. Infrastructure mode Access Points Access points are wireless networking devices that allow one or more wireless clients to use the device as a central hub. When using an access point, all clients communicate through the access point. Multiple access points are often used to cover a complete area such as a house, business, or park with a wireless network. Access points typically have multiple network connections: the wireless card, and one or more wired ethernet adapters for connection to the rest of the network. Access points can either be purchased prebuilt, or you can build your own with FreeBSD and a supported wireless card. Several vendors make wireless access points and wireless cards with various features. Building a FreeBSD Access Point Requirements In order to set up a wireless access point with FreeBSD, you need to have a compatible wireless card. Currently, only cards with the Prism chipset are supported. You will also need a wired network card that is supported by FreeBSD (this should not be difficult to find, FreeBSD supports a lot of different devices). For this guide, we will assume you want to &man.bridge.4; all traffic between the wireless device and the network attached to the wired network card. The hostap functionality that FreeBSD uses to implement the access point works best with certain versions of firmware. Prism 2 cards should use firmware version 1.3.4 or newer. Prism 2.5 and Prism 3 cards should use firmware 1.4.9. Older versions of the firmware way or may not function correctly. At this time, the only way to update cards is with windows firmware update utilities available from your card's manufacturer. Setting it up First, make sure your system can see the wireless card: &prompt.root; ifconfig -a wi0: flags=8843<UP,BROADCAST,RUNNING,SIMPLEX,MULTICAST> mtu 1500 inet6 fe80::202:2dff:fe2d:c938%wi0 prefixlen 64 scopeid 0x7 inet 0.0.0.0 netmask 0xff000000 broadcast 255.255.255.255 ether 00:09:2d:2d:c9:50 media: IEEE 802.11 Wireless Ethernet autoselect (DS/2Mbps) status: no carrier ssid "" stationname "FreeBSD Wireless node" channel 10 authmode OPEN powersavemode OFF powersavesleep 100 wepmode OFF weptxkey 1 Do not worry about the details now, just make sure it shows you something to indicate you have a wireless card installed. Next, you will need to load a module in order to get the bridging part of FreeBSD ready for the access point. In order to load the &man.bridge.4; module, simply run the following command: &prompt.root; kldload bridge It should not have produced any errors when loading the module. If it did, you may need to compile the &man.bridge.4; code into your kernel. The Bridging section of the handbook should be able to help you accomplish that task. Now that you have the bridging stuff done, we need to tell the FreeBSD kernel which interfaces to bridge together. We do that by using &man.sysctl.8;: &prompt.root; sysctl net.link.ether.bridge=1 &prompt.root; sysctl net.link.ether.bridge_cfg="wi0 xl0" &prompt.root; sysctl net.inet.ip.forwarding=1 Now it is time for the wireless card setup. The following command will set the card into an access point: &prompt.root; ifconfig wi0 ssid my_net channel 11 media DS/11Mbps mediaopt hostap up stationname "FreeBSD AP" The &man.ifconfig.8; line brings the wi0 interface up, sets its SSID to my_net, and sets the station name to FreeBSD AP. The sets the card into 11Mbps mode and is needed for any to take effect. The option places the interface into access point mode. The option sets the 802.11b channel to use. The &man.wicontrol.8; man page has valid channel options for your regulatory domain. Now you should have a complete functioning access point up and running. You are encouraged to read &man.wicontrol.8;, &man.ifconfig.8;, and &man.wi.4; for further information. It is also suggested that you read the section on encryption that follows. Status information Once the access point is configured and operational, operators will want to see the clients that are associated with the access point. At any time, the operator may type: &prompt.root; wicontrol -l 1 station: 00:09:b7:7b:9d:16 asid=04c0, flags=3<ASSOC,AUTH>, caps=1<ESS>, rates=f<1M,2M,5.5M,11M>, sig=38/15 This shows that there's one station associated, along with its parameters. The signal indicated should be used as a realative indication of strength only. Its translation to dBm or other units varies between different firmware revisions. Clients A wireless client is a system that accesses an access point or another client directly. Typically, wireless clients only have one network device, the wireless networking card. There are a few different ways to configure a wireless client. These are based on the different wireless modes, generally BSS (infrastructure mode, which requires an access point), and IBSS (ad-hoc, or peer-to-peer mode). In our example, we will use the most popular of the two, BSS mode, to talk to an access point. Requirements There is only one real requirement for setting up FreeBSD as a wireless client. You will need a wireless card that is supported by FreeBSD. Setting Up A Wireless FreeBSD Client You will need to know a few things about the wireless network you are joining before you start. In this example, we are joining a network that has a name of my_net, and encryption turned off. Note: In this example, we are not using encryption, which is a dangerous situation. In the next section, you will learn how to turn on encryption, and why it is important to do so, and why some encryption technologies still do not completely protect you. Make sure your card is recognized by FreeBSD: &prompt.root; ifconfig -a wi0: flags=8843<UP,BROADCAST,RUNNING,SIMPLEX,MULTICAST> mtu 1500 inet6 fe80::202:2dff:fe2d:c938%wi0 prefixlen 64 scopeid 0x7 inet 0.0.0.0 netmask 0xff000000 broadcast 255.255.255.255 ether 00:09:2d:2d:c9:50 media: IEEE 802.11 Wireless Ethernet autoselect (DS/2Mbps) status: no carrier ssid "" stationname "FreeBSD Wireless node" channel 10 authmode OPEN powersavemode OFF powersavesleep 100 wepmode OFF weptxkey 1 Now, we will set the card to the correct settings for our network: &prompt.root; ifconfig wi0 inet 192.168.0.20 netmask 255.255.255.0 ssid my_net Replace 192.168.0.20 and 255.255.255.0 with a valid IP address and netmask on your wired network. Remember, our access point is bridging the data between the wireless network, and the wired network, so it will appear to the other devices on your network that you are on the wired network just as they are. Once you have done that, you should be able to ping hosts on the wired network just as if you were connected using a standard wired connection. If you are experiencing problems with your wireless connection, check to make sure that your are associated (connected) to the access point: &prompt.root; ifconfig wi0 should return some information, and you should see: status: associated If it does not show associated, then you may be out of range of the access point, do not have encryption on, or possibly have a configuration problem. Encryption Encryption on a wireless network is important because you no longer have the ability to keep the network contained in a well protected area. Your wireless data will be broadcast across your entire neighborhood, so anyone who cares to read it can. This is where encryption comes in. By encrypting the data that is sent over the airwaves, you make it much more difficult for any interested party to grab your data right out of the air. The two most common ways to encrypt the data between your client and the access point, are WEP, and &man.ipsec.4;. WEP WEP is an abbreviation for Wired Equivalency Protocol. WEP is an attempt to make wireless networks as safe and secure as a wired network. Unfortunately, it has been cracked, and is fairly trivial to break. This also means it is not something to rely on when it comes to encrypting sensitive data. It is better than nothing, so use the following to turn on WEP on your new FreeBSD access point: &prompt.root; ifconfig wi0 inet up ssid my_net wepmode on wepkey 0x1234567890 media DS/11Mbps mediaopt hostap And you can turn on WEP on a client with this command: &prompt.root; ifconfig wi0 inet 192.168.0.20 netmask 255.255.255.0 ssid my_net wepmode on wepkey 0x1234567890 Note that you should replace the 0x1234567890 with a more unique key. IPsec &man.ipsec.4; is a much more robust and powerful tool for encrypting data across a network. This is definitely the preferred way to encrypt wireless data over a network. You can read more about &man.ipsec.4; security and how to implement it in the IPsec section of the handbook. Tools There are a small number of tools available for use in debugging and setting up your wireless network, and here we will attempt to describe some of them and what they do. <application>bsd-airtools</application> The bsd-airtools package is a complete toolset that includes wireless auditing tools for WEP key cracking, access point detection, etc. The bsd-airtools utilities can be installed from the net/bsd-airtools port. Information on installing ports can be found in of the handbook. The program dstumbler is the packaged tool that allows for access point discovery and signal to noise ratio graphing. If you are having a hard time getting your access point up and running, dstumbler may help you get started. To test your wireless network security, you may choose to use dweputils (dwepcrack, dwepdump and dwepkeygen) to help you determine if WEP is the right solution to your wireless security needs. wicontrol, ancontrol, raycontrol These are the tools you use to control how your wireless card behaves on the wireless network. In the examples above, we have chosen to use &man.wicontrol.8;, since our wireless card is a wi0 interface. If you had a Cisco wireless device, it would come up as an0, and therefore you would use &man.ancontrol.8;. ifconfig &man.ifconfig.8; can be used to do many of the same options as &man.wicontrol.8;, however it does lack a few options. Check &man.ifconfig.8; for command line parameters and options. Supported Cards Access Points The only cards that are currently supported for BSS (as an access point) mode are devices based on the Prism 2, 2.5, or 3 chipsets. For a complete list, look at &man.wi.4;. Clients Almost all 802.11b wireless cards are currently supported under FreeBSD. Most cards based on Prism, Spectrum24, Hermes, Aironet, and Raylink will work as a wireless network card in IBSS (ad-hoc, peer-to-peer, and BSS) mode. Steve Peterson Written by Bridging Introduction IP subnet bridge It is sometimes useful to divide one physical network (such as an Ethernet segment) into two separate network segments without having to create IP subnets and use a router to connect the segments together. A device that connects two networks together in this fashion is called a bridge. A FreeBSD system with two network interface cards can act as a bridge. The bridge works by learning the MAC layer addresses (Ethernet addresses) of the devices on each of its network interfaces. It forwards traffic between two networks only when its source and destination are on different networks. In many respects, a bridge is like an Ethernet switch with very few ports. Situations Where Bridging Is Appropriate There are two common situations in which a bridge is used today. High Traffic on a Segment Situation one is where your physical network segment is overloaded with traffic, but you do not want for whatever reason to subnet the network and interconnect the subnets with a router. Let us consider an example of a newspaper where the Editorial and Production departments are on the same subnetwork. The Editorial users all use server A for file service, and the Production users are on server B. An Ethernet is used to connect all users together, and high loads on the network are slowing things down. If the Editorial users could be segregated on one network segment and the Production users on another, the two network segments could be connected with a bridge. Only the network traffic destined for interfaces on the other side of the bridge would be sent to the other network, reducing congestion on each network segment. Filtering/Traffic Shaping Firewall firewall IP Masquerading The second common situation is where firewall functionality is needed without IP Masquerading (NAT). An example is a small company that is connected via DSL or ISDN to their ISP. They have a 13 globally-accessible IP addresses from their ISP and have 10 PCs on their network. In this situation, using a router-based firewall is difficult because of subnetting issues. router DSL ISDN A bridge-based firewall can be configured and dropped into the path just downstream of their DSL/ISDN router without any IP numbering issues. Configuring a Bridge Network Interface Card Selection A bridge requires at least two network cards to function. Unfortunately, not all network interface cards as of FreeBSD 4.0 support bridging. Read &man.bridge.4; for details on the cards that are supported. Install and test the two network cards before continuing. Kernel Configuration Changes kernel configuration kernel configuration options BRIDGE To enable kernel support for bridging, add the: options BRIDGE statement to your kernel configuration file, and rebuild your kernel. Firewall Support firewall If you are planning to use the bridge as a firewall, you will need to add the IPFIREWALL option as well. Read for general information on configuring the bridge as a firewall. If you need to allow non-IP packets (such as ARP) to flow through the bridge, there is an undocumented firewall option that must be set. This option is IPFIREWALL_DEFAULT_TO_ACCEPT. Note that this changes the default rule for the firewall to accept any packet. Make sure you know how this changes the meaning of your ruleset before you set it. Traffic Shaping Support If you want to use the bridge as a traffic shaper, you will need to add the DUMMYNET option to your kernel configuration. Read &man.dummynet.4; for further information. Enabling the Bridge Add the line: net.link.ether.bridge=1 to /etc/sysctl.conf to enable the bridge at runtime, and the line: net.link.ether.bridge_cfg=if1,if2 to enable bridging on the specified interfaces (replace if1 and if2 with the names of your two network interfaces). If you want the bridged packets to be filtered by &man.ipfw.8;, you should add: net.link.ether.bridge_ipfw=1 as well. Performance My bridge/firewall is a Pentium 90 with one 3Com 3C900B and one 3C905B. The protected side of the network runs at 10 mbps half duplex and the connection between the bridge and my router (a Cisco 675) runs at 100 mbps full duplex. With no filtering enabled, I have found that the bridge adds about 0.4 milliseconds of latency to pings from the protected 10 mbps network to the Cisco 675. Other Information If you want to be able to telnet into the bridge from the network, it is OK to assign one of the network cards an IP address. The consensus is that assigning both cards an address is a bad idea. If you have multiple bridges on your network, there cannot be more than one path between any two workstations. Technically, this means that there is no support for spanning tree link management. Tom Rhodes Reorganized and enhanced by Bill Swingle Written by NFS NFS Among the many different filesystems that FreeBSD supports is the Network File System, also known as NFS. NFS allows a system to share directories and files with others over a network. By using NFS, users and programs can access files on remote systems almost as if they were local files. Some of the most notable benefits that NFS can provide are: Local workstations use less disk space because commonly used data can be stored on a single machine and still remain accessible to others over the network. There is no need for users to have separate home directories on every network machine. Home directories could be setup on the NFS server and made available throughout the network. Storage devices such as floppy disks, CDROM drives, and ZIP drives can be used by other machines on the network. This may reduce the number of removable media drives throughout the network. How <acronym>NFS</acronym> Works NFS consists of at least two main parts: a server and one or more clients. The client remotely accesses the data that is stored on the server machine. In order for this to function properly a few processes have to be configured and running: The server has to be running the following daemons: NFS server portmap mountd nfsd Daemon Description nfsd The NFS daemon which services requests from the NFS clients. mountd The NFS mount daemon which carries out the requests that &man.nfsd.8; passes on to it. portmap The portmapper daemon allows NFS clients to discover which port the NFS server is using. The client can also run a daemon, known as nfsiod. The nfsiod daemon services the requests from the NFS server. This is optional, and improves performance, but is not required for normal and correct operation. See the &man.nfsiod.8; manual page for more information. Configuring <acronym>NFS</acronym> NFS configuration NFS configuration is a relatively straightforward process. The processes that need to be running can all start at boot time with a few modifications to your /etc/rc.conf file. On the NFS server, make sure that the following options are configured in the /etc/rc.conf file: portmap_enable="YES" nfs_server_enable="YES" mountd_flags="-r" mountd runs automatically whenever the NFS server is enabled. On the client, make sure this option is present in /etc/rc.conf: nfs_client_enable="YES" The /etc/exports file specifies which filesystems NFS should export (sometimes referred to as share). Each line in /etc/exports specifies a filesystem to be exported and which machines have access to that filesystem. Along with what machines have access to that filesystem, access options may also be specified. There are many such options that can be used in this file but only a few will be mentioned here. You can easily discover other options by reading over the &man.exports.5; manual page. Here are a few example /etc/exports entries: NFS Examples of exporting filesystems The following examples give an idea of how to export filesystems, although the settings may be different depending on your environment and network configuration. For instance, to export the /cdrom directory to three example machines that have the same domain name as the server (hence the lack of a domain name for each) or have entries in your /etc/hosts file. The flag makes the exported filesystem read-only. With this flag, the remote system will not be able to write any changes to the exported filesystem. /cdrom -ro host1 host2 host3 The following line exports /home to three hosts by IP address. This is a useful setup if you have a private network without a DNS server configured. Optionally the /etc/hosts file could be configured for internal hostnames; please review &man.hosts.5; for more information. The flag allows the subdirectories to be mount points. In other words, it will not mount the subdirectories but permit the client to mount only the directories that are required or needed. /home -alldirs 10.0.0.2 10.0.0.3 10.0.0.4 The following line exports /a so that two clients from different domains may access the filesystem. The flag allows the root user on the remote system to write data on the exported filesystem as root. If the -maproot=root flag is not specified, then even if a user has root access on the remote system, they will not be able to modify files on the exported filesystem. /a -maproot=root host.example.com box.example.org In order for a client to access an exported filesystem, the client must have permission to do so. Make sure the client is listed in your /etc/exports file. In /etc/exports, each line represents the export information for one filesystem to one host. A remote host can only be specified once per filesystem, and may only have one default entry. For example, assume that /usr is a single filesystem. The following /etc/exports would be invalid: /usr/src client /usr/ports client One filesystem, /usr, has two lines specifying exports to the same host, client. The correct format for this situation is: /usr/src /usr/ports client The properties of one filesystem exported to a given host must all occur on one line. Lines without a client specified are treated as a single host. This limits how you can export filesystems, but for most people this is not an issue. The following is an example of a valid export list, where /usr and /exports are local filesystems: # Export src and ports to client01 and client02, but only # client01 has root privileges on it /usr/src /usr/ports -maproot=root client01 /usr/src /usr/ports client02 # The client machines have root and can mount anywhere # on /exports. Anyone in the world can mount /exports/obj read-only /exports -alldirs -maproot=root client01 client02 /exports/obj -ro You must restart mountd whenever you modify /etc/exports so the changes can take effect. This can be accomplished by sending the HUP signal to the mountd process: &prompt.root; kill -HUP `cat /var/run/mountd.pid` Alternatively, a reboot will make FreeBSD set everything up properly. A reboot is not necessary though. Executing the following commands as root should start everything up. On the NFS server: &prompt.root; portmap &prompt.root; nfsd -u -t -n 4 &prompt.root; mountd -r On the NFS client: &prompt.root; nfsiod -n 4 Now everything should be ready to actually mount a remote file system. In these examples the server's name will be server and the client's name will be client. If you only want to temporarily mount a remote filesystem or would rather test the configuration, just execute a command like this as root on the client: NFS mounting filesystems &prompt.root; mount server:/home /mnt This will mount the /home directory on the server at /mnt on the client. If everything is set up correctly you should be able to enter /mnt on the client and see all the files that are on the server. If you want to automatically mount a remote filesystem each time the computer boots, add the filesystem to the /etc/fstab file. Here is an example: server:/home /mnt nfs rw 0 0 The &man.fstab.5; manual page lists all the available options. Practical Uses NFS has many practical uses. Some of the more common ones are listed below: NFS uses Set several machines to share a CDROM or other media among them. This is cheaper and often a more convenient method to install software on multiple machines. On large networks, it might be more convenient to configure a central NFS server in which to store all the user home directories. These home directories can then be exported to the network so that users would always have the same home directory, regardless of which workstation they log in to. Several machines could have a common /usr/ports/distfiles directory. That way, when you need to install a port on several machines, you can quickly access the source without downloading it on each machine. Wylie Stilwell Contributed by Chern Lee Rewritten by amd amd automatic mounter daemon &man.amd.8; (the automatic mounter daemon) automatically mounts a remote filesystem whenever a file or directory within that filesystem is accessed. Filesystems that are inactive for a period of time will also be automatically unmounted by amd. Using amd provides a simple alternative to permanent mounts, as permanent mounts are usually listed in /etc/fstab. amd operates by attaching itself as an NFS server to the /host and /net directories. When a file is accessed within one of these directories, amd looks up the corresponding remote mount and automatically mounts it. /net is used to mount an exported filesystem from an IP address, while /host is used to mount an export from a remote hostname. An access to a file within /host/foobar/usr would tell amd to attempt to mount the /usr export on the host foobar. Mounting an Export with <application>amd</application> You can view the available mounts of a remote host with the showmount command. For example, to view the mounts of a host named foobar, you can use: &prompt.user; showmount -e foobar Exports list on foobar: /usr 10.10.10.0 /a 10.10.10.0 &prompt.user; cd /host/foobar/usr As seen in the example, the showmount shows /usr as an export. When changing directories to /host/foobar/usr, amd attempts to resolve the hostname foobar and automatically mount the desired export. amd can be started by the startup scripts by placing the following lines in /etc/rc.conf: amd_enable="YES" Additionally, custom flags can be passed to amd from the amd_flags option. By default, amd_flags is set to: amd_flags="-a /.amd_mnt -l syslog /host /etc/amd.map /net /etc/amd.map" The /etc/amd.map file defines the default options that exports are mounted with. The /etc/amd.conf file defines some of the more advanced features of amd. Consult the &man.amd.8; and &man.amd.conf.5; manual pages for more information. John Lind Contributed by Problems Integrating with Other Systems Certain Ethernet adapters for ISA PC systems have limitations which can lead to serious network problems, particularly with NFS. This difficulty is not specific to FreeBSD, but FreeBSD systems are affected by it. The problem nearly always occurs when (FreeBSD) PC systems are networked with high-performance workstations, such as those made by Silicon Graphics, Inc., and Sun Microsystems, Inc. The NFS mount will work fine, and some operations may succeed, but suddenly the server will seem to become unresponsive to the client, even though requests to and from other systems continue to be processed. This happens to the client system, whether the client is the FreeBSD system or the workstation. On many systems, there is no way to shut down the client gracefully once this problem has manifested itself. The only solution is often to reset the client, because the NFS situation cannot be resolved. Though the correct solution is to get a higher performance and capacity Ethernet adapter for the FreeBSD system, there is a simple workaround that will allow satisfactory operation. If the FreeBSD system is the server, include the option on the mount from the client. If the FreeBSD system is the client, then mount the NFS filesystem with the option . These options may be specified using the fourth field of the fstab entry on the client for automatic mounts, or by using the parameter of the mount command for manual mounts. It should be noted that there is a different problem, sometimes mistaken for this one, when the NFS servers and clients are on different networks. If that is the case, make certain that your routers are routing the necessary UDP information, or you will not get anywhere, no matter what else you are doing. In the following examples, fastws is the host (interface) name of a high-performance workstation, and freebox is the host (interface) name of a FreeBSD system with a lower-performance Ethernet adapter. Also, /sharedfs will be the exported NFS filesystem (see &man.exports.5;), and /project will be the mount point on the client for the exported filesystem. In all cases, note that additional options, such as or and may be desirable in your application. Examples for the FreeBSD system (freebox) as the client in /etc/fstab on freebox: fastws:/sharedfs /project nfs rw,-r=1024 0 0 As a manual mount command on freebox: &prompt.root; mount -t nfs -o -r=1024 fastws:/sharedfs /project Examples for the FreeBSD system as the server in /etc/fstab on fastws: freebox:/sharedfs /project nfs rw,-w=1024 0 0 As a manual mount command on fastws: &prompt.root; mount -t nfs -o -w=1024 freebox:/sharedfs /project Nearly any 16-bit Ethernet adapter will allow operation without the above restrictions on the read or write size. For anyone who cares, here is what happens when the failure occurs, which also explains why it is unrecoverable. NFS typically works with a block size of 8 k (though it may do fragments of smaller sizes). Since the maximum Ethernet packet is around 1500 bytes, the NFS block gets split into multiple Ethernet packets, even though it is still a single unit to the upper-level code, and must be received, assembled, and acknowledged as a unit. The high-performance workstations can pump out the packets which comprise the NFS unit one right after the other, just as close together as the standard allows. On the smaller, lower capacity cards, the later packets overrun the earlier packets of the same unit before they can be transferred to the host and the unit as a whole cannot be reconstructed or acknowledged. As a result, the workstation will time out and try again, but it will try again with the entire 8 K unit, and the process will be repeated, ad infinitum. By keeping the unit size below the Ethernet packet size limitation, we ensure that any complete Ethernet packet received can be acknowledged individually, avoiding the deadlock situation. Overruns may still occur when a high-performance workstations is slamming data out to a PC system, but with the better cards, such overruns are not guaranteed on NFS units. When an overrun occurs, the units affected will be retransmitted, and there will be a fair chance that they will be received, assembled, and acknowledged. Jean-François Dockès Updated by Diskless Operation diskless workstation diskless operation A FreeBSD machine can boot over the network and operate without a local disk, using filesystems mounted from an NFS server. No system modification is necessary, beyond standard configuration files. Such a system is easy to set up because all the necessary elements are readily available: There are at least two possible methods to load the kernel over the network: PXE: Intel's Preboot Execution Environment system is a form of smart boot ROM built into some networking cards or motherboards. See &man.pxeboot.8; for more details. The etherboot port (net/etherboot) produces ROM-able code to boot kernels over the network. The code can be either burnt into a boot PROM on a network card, or loaded from a local floppy (or hard) disk drive, or from a running MS-DOS system. Many network cards are supported. A sample script (/usr/share/examples/diskless/clone_root) eases the creation and maintenance of the workstation's root filesystem on the server. The script will probably require a little customization but it will get you started very quickly. Standard system startup files exist in /etc to detect and support a diskless system startup. Swapping, if needed, can be done either to an NFS file or to a local disk. There are many ways to set up diskless workstations. Many elements are involved, and most can be customized to suit local taste. The following will describe the setup of a complete system, emphasizing simplicity and compatibility with the standard FreeBSD startup scripts. The system described has the following characteristics: The diskless workstations use a shared read-only root filesystem, and a shared read-only /usr. The root filesystem is a copy of a standard FreeBSD root (typically the server's), with some configuration files overridden by ones specific to diskless operation or, possibly, to the workstation they belong to. The parts of the root which have to be writable are overlaid with &man.mfs.8; filesystems. Any changes will be lost when the system reboots. The kernel is loaded by etherboot , using DHCP (or BOOTP) and TFTP. As described, this system is insecure. It should live in a protected area of a network, and be untrusted by other hosts. Setup Instructions Configuring DHCP/BOOTP There are two protocols that are commonly used to boot a workstation that retrieves its configuration over the network: BOOTP and DHCP. They are used at several points in the workstation bootstrap: etherboot uses DHCP (by default) or BOOTP (needs a configuration option) to find the kernel. (PXE uses DHCP). The kernel uses BOOTP to locate the NFS root. It is possible to configure a system to use only BOOTP. The &man.bootpd.8; server program is included in the base FreeBSD system. However, DHCP has a number of advantages over BOOTP (nicer configuration files, possibility of using PXE, plus many others not directly related to diskless operation), and we shall describe both a pure BOOTP, and a BOOTP+DHCP configuration, with an emphasis on the latter, which will use the ISC DHCP software package. Configuration Using ISC DHCP The isc-dhcp server can answer both BOOTP and DHCP requests. As of release 4.4, isc-dhcp 3.0 is not part of the base system. You will first need to install the net/isc-dhcp3 port or the corresponding package. Please refer to for general information about ports and packages. Once isc-dhcp is installed, it needs a configuration file to run, (normally named /usr/local/etc/dhcpd.conf). Here follows a commented example: default-lease-time 600; max-lease-time 7200; authoritative; option domain-name "example.com"; option domain-name-servers 192.168.4.1; option routers 192.168.4.1; subnet 192.168.4.0 netmask 255.255.255.0 { use-host-decl-names on; option subnet-mask 255.255.255.0; option broadcast-address 192.168.4.255; host margaux { hardware ethernet 01:23:45:67:89:ab; fixed-address margaux.example.com; next-server 192.168.4.4; filename "/tftpboot/kernel.diskless"; option root-path "192.168.4.4:/data/misc/diskless"; } } This option tells dhcpd to send the value in the host declarations as the hostname for the diskless host. An alternate way would be to add an option host-name margaux inside the host declarations. The next-server directive designates the TFTP server (the default is to use the same host as the DHCP server). The filename directive defines the file that etherboot will load as a kernel. PXE appears to prefer a relative file name, and it loads pxeboot, not the kernel (option filename "pxeboot"). The root-path option defines the path to the root filesystem, in usual NFS notation. Configuration Using BOOTP Here follows an equivalent bootpd configuration. This would be found in /etc/bootptab. Please note that etherboot must be compiled with the non-default option NO_DHCP_SUPPORT in order to use BOOTP, and that PXE needs DHCP. The only obvious advantage of bootpd is that it exists in the base system. .def100:\ :hn:ht=1:sa=192.168.4.4:vm=rfc1048:\ :sm=255.255.255.0:\ :ds=192.168.4.1:\ :gw=192.168.4.1:\ :hd="/tftpboot":\ :bf="/kernel.diskless":\ :rp="192.168.4.4:/data/misc/diskless": margaux:ha=0123456789ab:tc=.def100 Preparing a Boot Program with <application>Etherboot</application> Etherboot's Web site contains extensive documentation mainly intended for Linux systems, but nonetheless containing useful information. The following will just outline how you would use etherboot on a FreeBSD system. You must first install the net/etherboot package or port. The etherboot port can normally be found in /usr/ports/net/etherboot. If the ports tree is installed on your system, just typing make in this directory should take care of everything. Else refer to for information about ports and packages. For our setup, we shall use a boot floppy. For other methods (PROM, or dos program), please refer to the etherboot documentation. To make a boot floppy, insert a floppy in the drive on the machine where you installed etherboot, then change your current directory to the src directory in the etherboot tree and type: &prompt.root; gmake bin32/devicetype.fd0 devicetype depends on the type of the Ethernet card in the diskless workstation. Refer to the NIC file in the same directory to determine the right devicetype. Configuring the TFTP and NFS Servers You need to enable tftpd on the TFTP server: Create a directory from which tftpd will serve the files, i.e.: /tftpboot Add this line to your /etc/inetd.conf: tftp dgram udp wait nobody /usr/libexec/tftpd tftpd /tftpboot It appears that at least some PXE versions want the TCP version of TFTP. In this case, add a second line, replacing dgram udp with stream tcp. Tell inetd to reread its configuration file: &prompt.root; kill -HUP `cat /var/run/inetd.pid` You can place the tftpboot directory anywhere on the server. Make sure that the location is set in both inetd.conf and dhcpd.conf. You also need to enable NFS and export the appropriate filesystem on the NFS server. Add this to /etc/rc.conf: nfs_server_enable="YES" Export the filesystem where the diskless root directory is located by adding the following to /etc/exports (adjust the volume mount point and replace margaux with the name of the diskless workstation): /data/misc -alldirs -ro margaux Tell mountd to reread its configuration file. If you actually needed to enable NFS in /etc/rc.conf at the first step, you probably want to reboot instead. &prompt.root; kill -HUP `cat /var/run/mountd.pid` Building a Diskless Kernel Create a kernel configuration file for the diskless client with the following options (in addition to the usual ones): options BOOTP # Use BOOTP to obtain IP address/hostname options BOOTP_NFSROOT # NFS mount root filesystem using BOOTP info options BOOTP_COMPAT # Workaround for broken bootp daemons. You may also want to use BOOTP_NFSV3 and BOOTP_WIRED_TO (refer to LINT). Build the kernel (See ), and copy it to the tftp directory, under the name listed in dhcpd.conf. Preparing the root Filesystem You need to create a root filesystem for the diskless workstations, in the location listed as root-path in dhcpd.conf. The easiest way to do this is to use the /usr/share/examples/diskless/clone_root shell script. This script needs customization, at least to adjust the place where the filesystem will be created (the DEST variable). Refer to the comments at the top of the script for instructions. They explain how the base filesystem is built, and how files may be selectively overridden by versions specific to diskless operation, to a subnetwork, or to an individual workstation. They also give examples for the diskless /etc/fstab and /etc/rc.conf files. The README files in /usr/share/examples/diskless contain a lot of interesting background information, but, together with the other examples in the diskless directory, they actually document a configuration method which is distinct from the one used by clone_root and /etc/rc.diskless[12], which is a little confusing. Use them for reference only, except if you prefer the method that they describe, in which case you will need customized rc scripts. Configuring Swap If needed, a swap file located on the server can be accessed via NFS. The exact bootptab or dhcpd.conf options are not clearly documented at this time. The following configuration suggestions have been reported to work in some installations using isc-dhcp 3.0rc11. Add the following lines to dhcpd.conf: # Global section option swap-path code 128 = string; option swap-size code 129 = integer 32; host margaux { ... # Standard lines, see above option swap-path "192.168.4.4:/netswapvolume/netswap"; option swap-size 64000; } The idea is that, at least for a FreeBSD client, DHCP/BOOTP option code 128 is the path to the NFS swap file, and option code 129 is the swap size in kilobytes. Older versions of dhcpd allowed a syntax of option option-128 "..., which does not seem to work any more. /etc/bootptab would use the following syntax instead: T128="192.168.4.4:/netswapvolume/netswap":T129=64000 On the NFS swap file server, create the swap file(s) &prompt.root; mkdir /netswapvolume/netswap &prompt.root; cd /netswapvolume/netswap &prompt.root; dd if=/dev/zero bs=1024 count=64000 of=swap.192.168.4.6 &prompt.root; chmod 0600 swap.192.168.4.6 192.168.4.6 is the IP address for the diskless client. On the NFS swap file server, add the following line to /etc/exports: /netswapvolume -maproot=0:10 -alldirs margaux Then tell mountd to reread the exports file, as above. Miscellaneous Issues Running with a read-only <filename>/usr</filename>If the diskless workstation is configured to run X, you will have to adjust the xdm configuration file, which puts the error log on /usr by default. Using a non-FreeBSD Server When the server for the root filesystem is not running FreeBSD, you will have to create the root filesystem on a FreeBSD machine, then copy it to its destination, using tar or cpio. In this situation, there are sometimes problems with the special files in /dev, due to differing major/minor integer sizes. A solution to this problem is to export a directory from the non-FreeBSD server, mount this directory onto a FreeBSD machine, and run MAKEDEV on the FreeBSD machine to create the correct device entries (FreeBSD 5.0 and later use &man.devfs.5; to allocate device nodes transparently for the user, running MAKEDEV on these versions is useless). ISDN A good resource for information on ISDN technology and hardware is Dan Kegel's ISDN Page. A quick simple road map to ISDN follows: If you live in Europe you might want to investigate the ISDN card section. If you are planning to use ISDN primarily to connect to the Internet with an Internet Provider on a dial-up non-dedicated basis, you might look into Terminal Adapters. This will give you the most flexibility, with the fewest problems, if you change providers. If you are connecting two LANs together, or connecting to the Internet with a dedicated ISDN connection, you might consider the stand alone router/bridge option. Cost is a significant factor in determining what solution you will choose. The following options are listed from least expensive to most expensive. Hellmuth Michaelis Contributed by ISDN Cards ISDN cards FreeBSD's ISDN implementation supports only the DSS1/Q.931 (or Euro-ISDN) standard using passive cards. Starting with FreeBSD 4.4, some active cards are supported where the firmware also supports other signaling protocols; this also includes the first supported Primary Rate (PRI) ISDN card. Isdn4bsd allows you to connect to other ISDN routers using either IP over raw HDLC or by using synchronous PPP: either by using kernel PPP with isppp, a modified sppp driver, or by using userland &man.ppp.8;. By using userland &man.ppp.8;, channel bonding of two or more ISDN B-channels is possible. A telephone answering machine application is also available as well as many utilities such as a software 300 Baud modem. Some growing number of PC ISDN cards are supported under FreeBSD and the reports show that it is successfully used all over Europe and in many other parts of the world. The passive ISDN cards supported are mostly the ones with the Infineon (formerly Siemens) ISAC/HSCX/IPAC ISDN chipsets, but also ISDN cards with chips from Cologne Chip (ISA bus only), PCI cards with Winbond W6692 chips, some cards with the Tiger300/320/ISAC chipset combinations and some vendor specific chipset based cards such as the AVM Fritz!Card PCI V.1.0 and the AVM Fritz!Card PnP. Currently the active supported ISDN cards are the AVM B1 (ISA and PCI) BRI cards and the AVM T1 PCI PRI cards. For documentation on isdn4bsd, have a look at /usr/share/examples/isdn/ directory on your FreeBSD system or at the homepage of isdn4bsd which also has pointers to hints, erratas and much more documentation such as the isdn4bsd handbook. In case you are interested in adding support for a different ISDN protocol, a currently unsupported ISDN PC card or otherwise enhancing isdn4bsd, please get in touch with &a.hm;. For questions regarding the installation, configuration and troubleshooting isdn4bsd, a majordomo maintained mailing list is available. To join, send mail to &a.majordomo; and specify: subscribe freebsd-isdn in the body of your message. ISDN Terminal Adapters Terminal adapters(TA), are to ISDN what modems are to regular phone lines. modem Most TA's use the standard hayes modem AT command set, and can be used as a drop in replacement for a modem. A TA will operate basically the same as a modem except connection and throughput speeds will be much faster than your old modem. You will need to configure PPP exactly the same as for a modem setup. Make sure you set your serial speed as high as possible. PPP The main advantage of using a TA to connect to an Internet Provider is that you can do Dynamic PPP. As IP address space becomes more and more scarce, most providers are not willing to provide you with a static IP anymore. Most stand-alone routers are not able to accommodate dynamic IP allocation. TA's completely rely on the PPP daemon that you are running for their features and stability of connection. This allows you to upgrade easily from using a modem to ISDN on a FreeBSD machine, if you already have PPP setup. However, at the same time any problems you experienced with the PPP program and are going to persist. If you want maximum stability, use the kernel PPP option, not the user-land iijPPP. The following TA's are known to work with FreeBSD. Motorola BitSurfer and Bitsurfer Pro Adtran Most other TA's will probably work as well, TA vendors try to make sure their product can accept most of the standard modem AT command set. The real problem with external TA's is that, like modems, you need a good serial card in your computer. You should read the FreeBSD Serial Hardware tutorial for a detailed understanding of serial devices, and the differences between asynchronous and synchronous serial ports. A TA running off a standard PC serial port (asynchronous) limits you to 115.2 Kbs, even though you have a 128 Kbs connection. To fully utilize the 128 Kbs that ISDN is capable of, you must move the TA to a synchronous serial card. Do not be fooled into buying an internal TA and thinking you have avoided the synchronous/asynchronous issue. Internal TA's simply have a standard PC serial port chip built into them. All this will do is save you having to buy another serial cable and find another empty electrical socket. A synchronous card with a TA is at least as fast as a stand-alone router, and with a simple 386 FreeBSD box driving it, probably more flexible. The choice of sync/TA v.s. stand-alone router is largely a religious issue. There has been some discussion of this in the mailing lists. I suggest you search the archives for the complete discussion. Stand-alone ISDN Bridges/Routers ISDN stand-alone bridges/routers ISDN bridges or routers are not at all specific to FreeBSD or any other operating system. For a more complete description of routing and bridging technology, please refer to a Networking reference book. In the context of this page, the terms router and bridge will be used interchangeably. As the cost of low end ISDN routers/bridges comes down, it will likely become a more and more popular choice. An ISDN router is a small box that plugs directly into your local Ethernet network, and manages its own connection to the other bridge/router. It has built in software to communicate via PPP and other popular protocols. A router will allow you much faster throughput than a standard TA, since it will be using a full synchronous ISDN connection. The main problem with ISDN routers and bridges is that interoperability between manufacturers can still be a problem. If you are planning to connect to an Internet provider, you should discuss your needs with them. If you are planning to connect two LAN segments together, such as your home LAN to the office LAN, this is the simplest lowest maintenance solution. Since you are buying the equipment for both sides of the connection you can be assured that the link will work. For example to connect a home computer or branch office network to a head office network the following setup could be used. Branch Office or Home Network 10 base 2 Network uses a bus based topology with 10 base 2 Ethernet (thinnet). Connect router to network cable with AUI/10BT transceiver, if necessary. ---Sun workstation | ---FreeBSD box | ---Windows 95 (Do not admit to owning it) | Stand-alone router | ISDN BRI line 10 Base 2 Ethernet If your home/branch office is only one computer you can use a twisted pair crossover cable to connect to the stand-alone router directly. Head Office or Other LAN 10 base T Network uses a star topology with 10 base T Ethernet (Twisted Pair). -------Novell Server | H | | ---Sun | | | U ---FreeBSD | | | ---Windows 95 | B | |___---Stand-alone router | ISDN BRI line ISDN Network Diagram One large advantage of most routers/bridges is that they allow you to have 2 separate independent PPP connections to 2 separate sites at the same time. This is not supported on most TA's, except for specific (usually expensive) models that have two serial ports. Do not confuse this with channel bonding, MPP, etc. This can be a very useful feature if, for example, you have an dedicated ISDN connection at your office and would like to tap into it, but do not want to get another ISDN line at work. A router at the office location can manage a dedicated B channel connection (64 Kbps) to the Internet and use the other B channel for a separate data connection. The second B channel can be used for dial-in, dial-out or dynamically bonding (MPP, etc.) with the first B channel for more bandwidth. IPX/SPX An Ethernet bridge will also allow you to transmit more than just IP traffic. You can also send IPX/SPX or whatever other protocols you use. Bill Swingle Written by Eric Ogren Enhanced by Udo Erdelhoff NIS/YP What Is It? NIS Solaris HP-UX AIX Linux NetBSD OpenBSD NIS, which stands for Network Information Services, was developed by Sun Microsystems to centralize administration of Unix (originally SunOS) systems. It has now essentially become an industry standard; all major Unix systems (Solaris, HP-UX, AIX, Linux, NetBSD, OpenBSD, FreeBSD, etc) support NIS. yellow pagesNIS NIS was formerly known as Yellow Pages, but because of trademark issues, Sun changed the name. The old term (and yp) is still often seen and used. NIS domains It is a RPC-based client/server system that allows a group of machines within an NIS domain to share a common set of configuration files. This permits a system administrator to set up NIS client systems with only minimal configuration data and add, remove or modify configuration data from a single location. Windows NT It is similar to Windows NT's domain system; although the internal implementation of the two are not at all similar, the basic functionality can be compared. Terms/Processes You Should Know There are several terms and several important user processes that you will come across when attempting to implement NIS on FreeBSD, whether you are trying to create an NIS server or act as an NIS client: portmap Term Description NIS domainname An NIS master server and all of its clients (including its slave servers) have a NIS domainname. Similar to an NT domain name, the NIS domainname does not have anything to do with DNS. portmap Must be running in order to enable RPC (Remote Procedure Call, a network protocol used by NIS). If portmap is not running, it will be impossible to run an NIS server, or to act as an NIS client. ypbind binds an NIS client to its NIS server. It will take the NIS domainname from the system, and using RPC, connect to the server. ypbind is the core of client-server communication in an NIS environment; if ypbind dies on a client machine, it will not be able to access the NIS server. ypserv Should only be running on NIS servers, is the NIS server process itself. If &man.ypserv.8; dies, then the server will no longer be able to respond to NIS requests (hopefully, there is a slave server to take over for it). There are some implementations of NIS (but not the FreeBSD one), that do not try to reconnect to another server if the server it used before dies. Often, the only thing that helps in this case is to restart the server process (or even the whole server) or the ypbind process on the client. rpc.yppasswdd Another process that should only be running on NIS master servers, is a daemon that will allow NIS clients to change their NIS passwords. If this daemon is not running, users will have to login to the NIS master server and change their passwords there. How Does It Work? There are three types of hosts in an NIS environment: master servers, slave servers, and clients. Servers act as a central repository for host configuration information. Master servers hold the authoritative copy of this information, while slave servers mirror this information for redundancy. Clients rely on the servers to provide this information to them. Information in many files can be shared in this manner. The master.passwd, group, and hosts files are commonly shared via NIS. Whenever a process on a client needs information that would normally be found in these files locally, it makes a query to the NIS server that it is bound to instead. Machine Types NIS master server A NIS master server. This server, analogous to a Windows NT primary domain controller, maintains the files used by all of the NIS clients. The passwd, group, and other various files used by the NIS clients live on the master server. It is possible for one machine to be an NIS master server for more than one NIS domain. However, this will not be covered in this introduction, which assumes a relatively small-scale NIS environment. NIS slave server NIS slave servers. Similar to NT's backup domain controllers, NIS slave servers maintain copies of the NIS master's data files. NIS slave servers provide the redundancy, which is needed in important environments. They also help to balance the load of the master server: NIS Clients always attach to the NIS server whose response they get first, and this includes slave-server-replies. NIS client NIS clients. NIS clients, like most NT workstations, authenticate against the NIS server (or the NT domain controller in the NT Workstation case) to log on. Using NIS/YP This section will deal with setting up a sample NIS environment. This section assumes that you are running FreeBSD 3.3 or later. The instructions given here will probably work for any version of FreeBSD greater than 3.0, but there are no guarantees that this is true. Planning Let us assume that you are the administrator of a small university lab. This lab, which consists of 15 FreeBSD machines, currently has no centralized point of administration; each machine has its own /etc/passwd and /etc/master.passwd. These files are kept in sync with each other only through manual intervention; currently, when you add a user to the lab, you must run adduser on all 15 machines. Clearly, this has to change, so you have decided to convert the lab to use NIS, using two of the machines as servers. Therefore, the configuration of the lab now looks something like: Machine name IP address Machine role ellington 10.0.0.2 NIS master coltrane 10.0.0.3 NIS slave basie 10.0.0.4 Faculty workstation bird 10.0.0.5 Client machine cli[1-11] 10.0.0.[6-17] Other client machines If you are setting up a NIS scheme for the first time, it is a good idea to think through how you want to go about it. No matter what the size of your network, there are a few decisions that need to be made. Choosing a NIS Domain Name NIS domainname This might not be the domainname that you are used to. It is more accurately called the NIS domainname. When a client broadcasts its requests for info, it includes the name of the NIS domain that it is part of. This is how multiple servers on one network can tell which server should answer which request. Think of the NIS domainname as the name for a group of hosts that are related in some way. Some organizations choose to use their Internet domainname for their NIS domainname. This is not recommended as it can cause confusion when trying to debug network problems. The NIS domainname should be unique within your network and it is helpful if it describes the group of machines it represents. For example, the Art department at Acme Inc. might be in the acme-art NIS domain. For this example, assume you have chosen the name test-domain. SunOS However, some operating systems (notably SunOS) use their NIS domain name as their Internet domain name. If one or more machines on your network have this restriction, you must use the Internet domain name as your NIS domain name. Physical Server Requirements There are several things to keep in mind when choosing a machine to use as a NIS server. One of the unfortunate things about NIS is the level of dependency the clients have on the server. If a client cannot contact the server for its NIS domain, very often the machine becomes unusable. The lack of user and group information causes most systems to temporarily freeze up. With this in mind you should make sure to choose a machine that will not be prone to being rebooted regularly, or one that might be used for development. The NIS server should ideally be a stand alone machine whose sole purpose in life is to be an NIS server. If you have a network that is not very heavily used, it is acceptable to put the NIS server on a machine running other services, just keep in mind that if the NIS server becomes unavailable, it will affect all of your NIS clients adversely. NIS Servers The canonical copies of all NIS information are stored on a single machine called the NIS master server. The databases used to store the information are called NIS maps. In FreeBSD, these maps are stored in /var/yp/[domainname] where [domainname] is the name of the NIS domain being served. A single NIS server can support several domains at once, therefore it is possible to have several such directories, one for each supported domain. Each domain will have its own independent set of maps. NIS master and slave servers handle all NIS requests with the ypserv daemon. ypserv is responsible for receiving incoming requests from NIS clients, translating the requested domain and map name to a path to the corresponding database file and transmitting data from the database back to the client. Setting Up a NIS Master Server NIS server configuration Setting up a master NIS server can be relatively straight forward, depending on your needs. FreeBSD comes with support for NIS out-of-the-box. All you need is to add the following lines to /etc/rc.conf, and FreeBSD will do the rest for you. nisdomainname="test-domain" This line will set the NIS domainname to test-domain upon network setup (e.g. after reboot). nis_server_enable="YES" This will tell FreeBSD to start up the NIS server processes when the networking is next brought up. nis_yppasswdd_enable="YES" This will enable the rpc.yppasswdd daemon which, as mentioned above, will allow users to change their NIS password from a client machine. Depending on your NIS setup, you may need to add further entries. See the section about NIS servers that are also NIS clients, below, for details. Now, all you have to do is to run the command /etc/netstart as superuser. It will set up everything for you, using the values you defined in /etc/rc.conf. Initializing the NIS Maps NIS maps The NIS maps are database files, that are kept in the /var/yp directory. They are generated from configuration files in the /etc directory of the NIS master, with one exception: the /etc/master.passwd file. This is for a good reason; you do not want to propagate passwords to your root and other administrative accounts to all the servers in the NIS domain. Therefore, before we initialize the NIS maps, you should: &prompt.root; cp /etc/master.passwd /var/yp/master.passwd &prompt.root; cd /var/yp &prompt.root; vi master.passwd You should remove all entries regarding system accounts (bin, tty, kmem, games, etc), as well as any accounts that you do not want to be propagated to the NIS clients (for example root and any other UID 0 (superuser) accounts). Make sure the /var/yp/master.passwd is neither group nor world readable (mode 600)! Use the chmod command, if appropriate. Tru64 Unix When you have finished, it is time to initialize the NIS maps! FreeBSD includes a script named ypinit to do this for you (see its manual page for more information). Note that this script is available on most Unix Operating Systems, but not on all. On Digital Unix/Compaq Tru64 Unix it is called ypsetup. Because we are generating maps for an NIS master, we are going to pass the option to ypinit. To generate the NIS maps, assuming you already performed the steps above, run: ellington&prompt.root; ypinit -m test-domain Server Type: MASTER Domain: test-domain Creating an YP server will require that you answer a few questions. Questions will all be asked at the beginning of the procedure. Do you want this procedure to quit on non-fatal errors? [y/n: n] n Ok, please remember to go back and redo manually whatever fails. If you don't, something might not work. At this point, we have to construct a list of this domains YP servers. rod.darktech.org is already known as master server. Please continue to add any slave servers, one per line. When you are done with the list, type a <control D>. master server : ellington next host to add: coltrane next host to add: ^D The current list of NIS servers looks like this: ellington coltrane Is this correct? [y/n: y] y [..output from map generation..] NIS Map update completed. ellington has been setup as an YP master server without any errors. ypinit should have created /var/yp/Makefile from /var/yp/Makefile.dist. When created, this file assumes that you are operating in a single server NIS environment with only FreeBSD machines. Since test-domain has a slave server as well, you must edit /var/yp/Makefile: ellington&prompt.root; vi /var/yp/Makefile You should comment out the line that says NOPUSH = "True" (if it is not commented out already). Setting up a NIS Slave Server NIS configuring a slave server Setting up an NIS slave server is even more simple than setting up the master. Log on to the slave server and edit the file /etc/rc.conf as you did before. The only difference is that we now must use the option when running ypinit. The option requires the name of the NIS master be passed to it as well, so our command line looks like: coltrane&prompt.root; ypinit -s ellington test-domain Server Type: SLAVE Domain: test-domain Master: ellington Creating an YP server will require that you answer a few questions. Questions will all be asked at the beginning of the procedure. Do you want this procedure to quit on non-fatal errors? [y/n: n] n Ok, please remember to go back and redo manually whatever fails. If you don't, something might not work. There will be no further questions. The remainder of the procedure should take a few minutes, to copy the databases from ellington. Transferring netgroup... ypxfr: Exiting: Map successfully transferred Transferring netgroup.byuser... ypxfr: Exiting: Map successfully transferred Transferring netgroup.byhost... ypxfr: Exiting: Map successfully transferred Transferring master.passwd.byuid... ypxfr: Exiting: Map successfully transferred Transferring passwd.byuid... ypxfr: Exiting: Map successfully transferred Transferring passwd.byname... ypxfr: Exiting: Map successfully transferred Transferring group.bygid... ypxfr: Exiting: Map successfully transferred Transferring group.byname... ypxfr: Exiting: Map successfully transferred Transferring services.byname... ypxfr: Exiting: Map successfully transferred Transferring rpc.bynumber... ypxfr: Exiting: Map successfully transferred Transferring rpc.byname... ypxfr: Exiting: Map successfully transferred Transferring protocols.byname... ypxfr: Exiting: Map successfully transferred Transferring master.passwd.byname... ypxfr: Exiting: Map successfully transferred Transferring networks.byname... ypxfr: Exiting: Map successfully transferred Transferring networks.byaddr... ypxfr: Exiting: Map successfully transferred Transferring netid.byname... ypxfr: Exiting: Map successfully transferred Transferring hosts.byaddr... ypxfr: Exiting: Map successfully transferred Transferring protocols.bynumber... ypxfr: Exiting: Map successfully transferred Transferring ypservers... ypxfr: Exiting: Map successfully transferred Transferring hosts.byname... ypxfr: Exiting: Map successfully transferred coltrane has been setup as an YP slave server without any errors. Don't forget to update map ypservers on ellington. You should now have a directory called /var/yp/test-domain. Copies of the NIS master server's maps should be in this directory. You will need to make sure that these stay updated. The following /etc/crontab entries on your slave servers should do the job: 20 * * * * root /usr/libexec/ypxfr passwd.byname 21 * * * * root /usr/libexec/ypxfr passwd.byuid These two lines force the slave to sync its maps with the maps on the master server. Although these entries are not mandatory, since the master server attempts to ensure any changes to its NIS maps are communicated to its slaves and because password information is vital to systems depending on the server, it is a good idea to force the updates. This is more important on busy networks where map updates might not always complete. Now, run the command /etc/netstart on the slave server as well, which again starts the NIS server. NIS Clients An NIS client establishes what is called a binding to a particular NIS server using the ypbind daemon. ypbind checks the system's default domain (as set by the domainname command), and begins broadcasting RPC requests on the local network. These requests specify the name of the domain for which ypbind is attempting to establish a binding. If a server that has been configured to serve the requested domain receives one of the broadcasts, it will respond to ypbind, which will record the server's address. If there are several servers available (a master and several slaves, for example), ypbind will use the address of the first one to respond. From that point on, the client system will direct all of its NIS requests to that server. ypbind will occasionally ping the server to make sure it is still up and running. If it fails to receive a reply to one of its pings within a reasonable amount of time, ypbind will mark the domain as unbound and begin broadcasting again in the hopes of locating another server. Setting Up an NIS Client NIS client configuration Setting up a FreeBSD machine to be a NIS client is fairly straightforward. Edit the file /etc/rc.conf and add the following lines in order to set the NIS domainname and start ypbind upon network startup: nisdomainname="test-domain" nis_client_enable="YES" To import all possible password entries from the NIS server, remove all user accounts from your /etc/master.passwd file and use vipw to add the following line to the end of the file: +::::::::: This line will afford anyone with a valid account in the NIS server's password maps an account. There are many ways to configure your NIS client by changing this line. See the netgroups section below for more information. For more detailed reading see O'Reilly's book on Managing NFS and NIS. You should keep at least one local account (i.e. not imported via NIS) in your /etc/master.passwd and this account should also be a member of the group wheel. If there is something wrong with NIS, this account can be used to log in remotely, become root, and fix things. To import all possible group entries from the NIS server, add this line to your /etc/group file: +:*:: After completing these steps, you should be able to run ypcat passwd and see the NIS server's passwd map. NIS Security In general, any remote user can issue an RPC to &man.ypserv.8; and retrieve the contents of your NIS maps, provided the remote user knows your domainname. To prevent such unauthorized transactions, &man.ypserv.8; supports a feature called securenets which can be used to restrict access to a given set of hosts. At startup, &man.ypserv.8; will attempt to load the securenets information from a file called /var/yp/securenets. This path varies depending on the path specified with the option. This file contains entries that consist of a network specification and a network mask separated by white space. Lines starting with # are considered to be comments. A sample securenets file might look like this: # allow connections from local host -- mandatory 127.0.0.1 255.255.255.255 # allow connections from any host # on the 192.168.128.0 network 192.168.128.0 255.255.255.0 # allow connections from any host # between 10.0.0.0 to 10.0.15.255 # this includes the machines in the testlab 10.0.0.0 255.255.240.0 If &man.ypserv.8; receives a request from an address that matches one of these rules, it will process the request normally. If the address fails to match a rule, the request will be ignored and a warning message will be logged. If the /var/yp/securenets file does not exist, ypserv will allow connections from any host. The ypserv program also has support for Wietse Venema's tcpwrapper package. This allows the administrator to use the tcpwrapper configuration files for access control instead of /var/yp/securenets. While both of these access control mechanisms provide some security, they, like the privileged port test, are vulnerable to IP spoofing attacks. All NIS-related traffic should be blocked at your firewall. Servers using /var/yp/securenets may fail to serve legitimate NIS clients with archaic TCP/IP implementations. Some of these implementations set all host bits to zero when doing broadcasts and/or fail to observe the subnet mask when calculating the broadcast address. While some of these problems can be fixed by changing the client configuration, other problems may force the retirement of the client systems in question or the abandonment of /var/yp/securenets. Using /var/yp/securenets on a server with such an archaic implementation of TCP/IP is a really bad idea and will lead to loss of NIS functionality for large parts of your network. tcpwrapper The use of the tcpwrapper package increases the latency of your NIS server. The additional delay may be long enough to cause timeouts in client programs, especially in busy networks or with slow NIS servers. If one or more of your client systems suffers from these symptoms, you should convert the client systems in question into NIS slave servers and force them to bind to themselves. Barring Some Users from Logging On In our lab, there is a machine basie that is supposed to be a faculty only workstation. We do not want to take this machine out of the NIS domain, yet the passwd file on the master NIS server contains accounts for both faculty and students. What can we do? There is a way to bar specific users from logging on to a machine, even if they are present in the NIS database. To do this, all you must do is add -username to the end of the /etc/master.passwd file on the client machine, where username is the username of the user you wish to bar from logging in. This should preferably be done using vipw, since vipw will sanity check your changes to /etc/master.passwd, as well as automatically rebuild the password database when you finish editing. For example, if we wanted to bar user bill from logging on to basie we would: basie&prompt.root; vipw [add -bill to the end, exit] vipw: rebuilding the database... vipw: done basie&prompt.root; cat /etc/master.passwd root:[password]:0:0::0:0:The super-user:/root:/bin/csh toor:[password]:0:0::0:0:The other super-user:/root:/bin/sh daemon:*:1:1::0:0:Owner of many system processes:/root:/sbin/nologin operator:*:2:5::0:0:System &:/:/sbin/nologin bin:*:3:7::0:0:Binaries Commands and Source,,,:/:/sbin/nologin tty:*:4:65533::0:0:Tty Sandbox:/:/sbin/nologin kmem:*:5:65533::0:0:KMem Sandbox:/:/sbin/nologin games:*:7:13::0:0:Games pseudo-user:/usr/games:/sbin/nologin news:*:8:8::0:0:News Subsystem:/:/sbin/nologin man:*:9:9::0:0:Mister Man Pages:/usr/share/man:/sbin/nologin bind:*:53:53::0:0:Bind Sandbox:/:/sbin/nologin uucp:*:66:66::0:0:UUCP pseudo-user:/var/spool/uucppublic:/usr/libexec/uucp/uucico xten:*:67:67::0:0:X-10 daemon:/usr/local/xten:/sbin/nologin pop:*:68:6::0:0:Post Office Owner:/nonexistent:/sbin/nologin nobody:*:65534:65534::0:0:Unprivileged user:/nonexistent:/sbin/nologin +::::::::: -bill basie&prompt.root; Udo Erdelhoff Contributed by Using Netgroups netgroups The method shown in the previous section works reasonably well if you need special rules for a very small number of users and/or machines. On larger networks, you will forget to bar some users from logging onto sensitive machines, or you may even have to modify each machine separately, thus losing the main benefit of NIS, centralized administration. The NIS developers' solution for this problem is called netgroups. Their purpose and semantics can be compared to the normal groups used by Unix file systems. The main differences are the lack of a numeric id and the ability to define a netgroup by including both user accounts and other netgroups. Netgroups were developed to handle large, complex networks with hundreds of users and machines. On one hand, this is a Good Thing if you are forced to deal with such a situation. On the other hand, this complexity makes it almost impossible to explain netgroups with really simple examples. The example used in the remainder of this section demonstrates this problem. Let us assume that your successful introduction of NIS in your laboratory caught your superiors' interest. Your next job is to extend your NIS domain to cover some of the other machines on campus. The two tables contain the names of the new users and new machines as well as brief descriptions of them. User Name(s) Description alpha, beta Normal employees of the IT department charlie, delta The new apprentices of the IT department echo, foxtrott, golf, ... Ordinary employees able, baker, ... The current interns Machine Name(s) Description war, death, famine, pollution Your most important servers. Only the IT employees are allowed to log onto these machines. pride, greed, envy, wrath, lust, sloth Less important servers. All members of the IT department are allowed to login onto these machines. one, two, three, four, ... Ordinary workstations. Only the real employees are allowed to use these machines. trashcan A very old machine without any critical data. Even the intern is allowed to use this box. If you tried to implement these restrictions by separately blocking each user, you would have to add one -user line to each system's passwd for each user who is not allowed to login onto that system. If you forget just one entry, you could be in trouble. It may be feasible to do this correctly during the initial setup, however you will eventually forget to add the lines for new users during day-to-day operations. After all, Murphy was an optimist. Handling this situation with netgroups offers several advantages. Each user need not be handled separately; you assign a user to one or more netgroups and allow or forbid logins for all members of the netgroup. If you add a new machine, you will only have to define login restrictions for netgroups. If a new user is added, you will only have to add the user to one or more netgroups. Those changes are independent of each other; no more for each combination of user and machine do... If your NIS setup is planned carefully, you will only have to modify exactly one central configuration file to grant or deny access to machines. The first step is the initialization of the NIS map netgroup. FreeBSD's &man.ypinit.8; does not create this map by default, but its NIS implementation will support it once it has been created. To create an empty map, simply type ellington&prompt.root; vi /var/yp/netgroup and start adding content. For our example, we need at least four netgroups: IT employees, IT apprentices, normal employees and interns. IT_EMP (,alpha,test-domain) (,beta,test-domain) IT_APP (,charlie,test-domain) (,delta,test-domain) USERS (,echo,test-domain) (,foxtrott,test-domain) \ (,golf,test-domain) INTERNS (,able,test-domain) (,baker,test-domain) IT_EMP, IT_APP etc. are the names of the netgroups. Each bracketed group adds one or more user accounts to it. The three fields inside a group are: The name of the host(s) where the following items are valid. If you do not specify a hostname, the entry is valid on all hosts. If you do specify a hostname, you will enter a realm of darkness, horror and utter confusion. The name of the account that belongs to this netgroup. The NIS domain for the account. You can import accounts from other NIS domains into your netgroup if you are one of the unlucky fellows with more than one NIS domain. Each of these fields can contain wildcards. See &man.netgroup.5; for details. netgroups Netgroup names longer than 8 characters should not be used, especially if you have machines running other operating systems within your NIS domain. The names are case sensitive; using capital letters for your netgroup names is an easy way to distinguish between user, machine and netgroup names. Some NIS clients (other than FreeBSD) cannot handle netgroups with a large number of entries. For example, some older versions of SunOS start to cause trouble if a netgroup contains more than 15 entries. You can circumvent this limit by creating several sub-netgroups with 15 users or less and a real netgroup that consists of the sub-netgroups: BIGGRP1 (,joe1,domain) (,joe2,domain) (,joe3,domain) [...] BIGGRP2 (,joe16,domain) (,joe17,domain) [...] BIGGRP3 (,joe31,domain) (,joe32,domain) BIGGROUP BIGGRP1 BIGGRP2 BIGGRP3 You can repeat this process if you need more than 225 users within a single netgroup. Activating and distributing your new NIS map is easy: ellington&prompt.root; cd /var/yp ellington&prompt.root; make This will generate the three NIS maps netgroup, netgroup.byhost and netgroup.byuser. Use &man.ypcat.1; to check if your new NIS maps are available: ellington&prompt.user; ypcat -k netgroup ellington&prompt.user; ypcat -k netgroup.byhost ellington&prompt.user; ypcat -k netgroup.byuser The output of the first command should resemble the contents of /var/yp/netgroup. The second command will not produce output if you have not specified host-specific netgroups. The third command can be used to get the list of netgroups for a user. The client setup is quite simple. To configure the server war, you only have to start &man.vipw.8; and replace the line +::::::::: with +@IT_EMP::::::::: Now, only the data for the users defined in the netgroup IT_EMP is imported into war's password database and only these users are allowed to login. Unfortunately, this limitation also applies to the ~ function of the shell and all routines converting between user names and numerical user ids. In other words, cd ~user will not work, ls -l will show the numerical id instead of the username and find . -user joe -print will fail with No such user. To fix this, you will have to import all user entries without allowing them to login onto your servers. This can be achieved by adding another line to /etc/master.passwd. This line should contain: +:::::::::/sbin/nologin, meaning Import all entries but replace the shell with /sbin/nologin in the imported entries. You can replace any field in the passwd entry by placing a default value in your /etc/master.passwd. Make sure that the line +:::::::::/sbin/nologin is placed after +@IT_EMP:::::::::. Otherwise, all user accounts imported from NIS will have /sbin/nologin as their login shell. After this change, you will only have to change one NIS map if a new employee joins the IT department. You could use a similar approach for the less important servers by replacing the old +::::::::: in their local version of /etc/master.passwd with something like this: +@IT_EMP::::::::: +@IT_APP::::::::: +:::::::::/sbin/nologin The corresponding lines for the normal workstations could be: +@IT_EMP::::::::: +@USERS::::::::: +:::::::::/sbin/nologin And everything would be fine until there is a policy change a few weeks later: The IT department starts hiring interns. The IT interns are allowed to use the normal workstations and the less important servers; and the IT apprentices are allowed to login onto the main servers. You add a new netgroup IT_INTERN, add the new IT interns to this netgroup and start to change the config on each and every machine... As the old saying goes: Errors in centralized planning lead to global mess. NIS' ability to create netgroups from other netgroups can be used to prevent situations like these. One possibility is the creation of role-based netgroups. For example, you could create a netgroup called BIGSRV to define the login restrictions for the important servers, another netgroup called SMALLSRV for the less important servers and a third netgroup called USERBOX for the normal workstations. Each of these netgroups contains the netgroups that are allowed to login onto these machines. The new entries for your NIS map netgroup should look like this: BIGSRV IT_EMP IT_APP SMALLSRV IT_EMP IT_APP ITINTERN USERBOX IT_EMP ITINTERN USERS This method of defining login restrictions works reasonably well if you can define groups of machines with identical restrictions. Unfortunately, this is the exception and not the rule. Most of the time, you will need the ability to define login restrictions on a per-machine basis. Machine-specific netgroup definitions are the other possibility to deal with the policy change outlined above. In this scenario, the /etc/master.passwd of each box contains two lines starting with +. The first of them adds a netgroup with the accounts allowed to login onto this machine, the second one adds all other accounts with /sbin/nologin as shell. It is a good idea to use the ALL-CAPS version of the machine name as the name of the netgroup. In other words, the lines should look like this: +@BOXNAME::::::::: +:::::::::/sbin/nologin Once you have completed this task for all your machines, you will not have to modify the local versions of /etc/master.passwd ever again. All further changes can be handled by modifying the NIS map. Here is an example of a possible netgroup map for this scenario with some additional goodies. # Define groups of users first IT_EMP (,alpha,test-domain) (,beta,test-domain) IT_APP (,charlie,test-domain) (,delta,test-domain) DEPT1 (,echo,test-domain) (,foxtrott,test-domain) DEPT2 (,golf,test-domain) (,hotel,test-domain) DEPT3 (,india,test-domain) (,juliet,test-domain) ITINTERN (,kilo,test-domain) (,lima,test-domain) D_INTERNS (,able,test-domain) (,baker,test-domain) # # Now, define some groups based on roles USERS DEPT1 DEPT2 DEPT3 BIGSRV IT_EMP IT_APP SMALLSRV IT_EMP IT_APP ITINTERN USERBOX IT_EMP ITINTERN USERS # # And a groups for a special tasks # Allow echo and golf to access our anti-virus-machine SECURITY IT_EMP (,echo,test-domain) (,golf,test-domain) # # machine-based netgroups # Our main servers WAR BIGSRV FAMINE BIGSRV # User india needs access to this server POLLUTION BIGSRV (,india,test-domain) # # This one is really important and needs more access restrictions DEATH IT_EMP # # The anti-virus-machine mentioned above ONE SECURITY # # Restrict a machine to a single user TWO (,hotel,test-domain) # [...more groups to follow] If you are using some kind of database to manage your user accounts, you should be able to create the first part of the map with your database's report tools. This way, new users will automatically have access to the boxes. One last word of caution: It may not always be advisable to use machine-based netgroups. If you are deploying a couple of dozen or even hundreds of identical machines for student labs, you should use role-based netgroups instead of machine-based netgroups to keep the size of the NIS map within reasonable limits. Important Things to Remember There are still a couple of things that you will need to do differently now that you are in an NIS environment. Every time you wish to add a user to the lab, you must add it to the master NIS server only, and you must remember to rebuild the NIS maps. If you forget to do this, the new user will not be able to login anywhere except on the NIS master. For example, if we needed to add a new user jsmith to the lab, we would: &prompt.root; pw useradd jsmith &prompt.root; cd /var/yp &prompt.root; make test-domain You could also run adduser jsmith instead of pw useradd jsmith. Keep the administration accounts out of the NIS maps. You do not want to be propagating administrative accounts and passwords to machines that will have users that should not have access to those accounts. Keep the NIS master and slave secure, and minimize their downtime. If somebody either hacks or simply turns off these machines, they have effectively rendered many people without the ability to login to the lab. This is the chief weakness of any centralized administration system, and it is probably the most important weakness. If you do not protect your NIS servers, you will have a lot of angry users! NIS v1 Compatibility FreeBSD's ypserv has some support for serving NIS v1 clients. FreeBSD's NIS implementation only uses the NIS v2 protocol, however other implementations include support for the v1 protocol for backwards compatibility with older systems. The ypbind daemons supplied with these systems will try to establish a binding to an NIS v1 server even though they may never actually need it (and they may persist in broadcasting in search of one even after they receive a response from a v2 server). Note that while support for normal client calls is provided, this version of ypserv does not handle v1 map transfer requests; consequently, it cannot be used as a master or slave in conjunction with older NIS servers that only support the v1 protocol. Fortunately, there probably are not any such servers still in use today. NIS Servers that are also NIS Clients Care must be taken when running ypserv in a multi-server domain where the server machines are also NIS clients. It is generally a good idea to force the servers to bind to themselves rather than allowing them to broadcast bind requests and possibly become bound to each other. Strange failure modes can result if one server goes down and others are dependent upon it. Eventually all the clients will time out and attempt to bind to other servers, but the delay involved can be considerable and the failure mode is still present since the servers might bind to each other all over again. You can force a host to bind to a particular server by running ypbind with the flag. If you do not want to do this manually each time you reboot your NIS server, you can add the following lines to your /etc/rc.conf: nis_client_enable="YES" # run client stuff as well nis_client_flags="-S NIS domain,server" See &man.ypbind.8; for further information. libscrypt v.s. libdescrypt NIS crypto library One of the most common issues that people run into when trying to implement NIS is crypt library compatibility. If your NIS server is using the DES crypt libraries, it will only support clients that are using DES as well. To check which one your server and clients are using look at the symlinks in /usr/lib. If the machine is configured to use the DES libraries, it will look something like this: &prompt.user; ls -l /usr/lib/*crypt* lrwxrwxrwx 1 root wheel 13 Jul 15 08:55 libcrypt.a@ -> libdescrypt.a lrwxrwxrwx 1 root wheel 14 Jul 15 08:55 libcrypt.so@ -> libdescrypt.so lrwxrwxrwx 1 root wheel 16 Jul 15 08:55 libcrypt.so.2@ -> libdescrypt.so.2 lrwxrwxrwx 1 root wheel 15 Jul 15 08:55 libcrypt_p.a@ -> libdescrypt_p.a -r--r--r-- 1 root wheel 13018 Nov 8 14:27 libdescrypt.a lrwxr-xr-x 1 root wheel 16 Nov 8 14:27 libdescrypt.so@ -> libdescrypt.so.2 -r--r--r-- 1 root wheel 12965 Nov 8 14:27 libdescrypt.so.2 -r--r--r-- 1 root wheel 14750 Nov 8 14:27 libdescrypt_p.a If the machine is configured to use the standard FreeBSD MD5 crypt libraries they will look something like this: &prompt.user; ls -l /usr/lib/*crypt* lrwxrwxrwx 1 root wheel 13 Jul 15 08:55 libcrypt.a@ -> libscrypt.a lrwxrwxrwx 1 root wheel 14 Jul 15 08:55 libcrypt.so@ -> libscrypt.so lrwxrwxrwx 1 root wheel 16 Jul 15 08:55 libcrypt.so.2@ -> libscrypt.so.2 lrwxrwxrwx 1 root wheel 15 Jul 15 08:55 libcrypt_p.a@ -> libscrypt_p.a -r--r--r-- 1 root wheel 6194 Nov 8 14:27 libscrypt.a lrwxr-xr-x 1 root wheel 14 Nov 8 14:27 libscrypt.so@ -> libscrypt.so.2 -r--r--r-- 1 root wheel 7579 Nov 8 14:27 libscrypt.so.2 -r--r--r-- 1 root wheel 6684 Nov 8 14:27 libscrypt_p.a If you have trouble authenticating on an NIS client, this is a pretty good place to start looking for possible problems. If you want to deploy an NIS server for a heterogenous network, you will probably have to use DES on all systems because it is the lowest common standard. Greg Sutter Written by DHCP What Is DHCP? Dynamic Host Configuration Protocol DHCP Internet Software Consortium (ISC) DHCP, the Dynamic Host Configuration Protocol, describes the means by which a system can connect to a network and obtain the necessary information for communication upon that network. FreeBSD uses the ISC (Internet Software Consortium) DHCP implementation, so all implementation-specific information here is for use with the ISC distribution. What this Section Covers This section describes both the client-side and server-side components of the ISC DHCP system. The client-side program, dhclient, comes integrated within FreeBSD, and the server-side portion is available from the net/isc-dhcp3 port. The &man.dhclient.8;, &man.dhcp-options.5;, and &man.dhclient.conf.5; manual pages, in addition to the references below, are useful resources. How It Works UDP When dhclient, the DHCP client, is executed on the client machine, it begins broadcasting requests for configuration information. By default, these requests are on UDP port 68. The server replies on UDP 67, giving the client an IP address and other relevant network information such as netmask, router, and DNS servers. All of this information comes in the form of a DHCP lease and is only valid for a certain time (configured by the DHCP server maintainer). In this manner, stale IP addresses for clients no longer connected to the network can be automatically reclaimed. DHCP clients can obtain a great deal of information from the server. An exhaustive list may be found in &man.dhcp-options.5;. FreeBSD Integration FreeBSD fully integrates the ISC DHCP client, dhclient. DHCP client support is provided within both the installer and the base system, obviating the need for detailed knowledge of network configurations on any network that runs a DHCP server. dhclient has been included in all FreeBSD distributions since 3.2. sysinstall DHCP is supported by sysinstall. When configuring a network interface within sysinstall, the first question asked is, Do you want to try DHCP configuration of this interface? Answering affirmatively will execute dhclient, and if successful, will fill in the network configuration information automatically. There are two things you must do to have your system use DHCP upon startup: DHCP requirements Make sure that the bpf device is compiled into your kernel. To do this, add pseudo-device bpf to your kernel configuration file, and rebuild the kernel. For more information about building kernels, see . The bpf device is already part of the GENERIC kernel that is supplied with FreeBSD, so if you do not have a custom kernel, you should not need to create one in order to get DHCP working. For those who are particularly security conscious, you should be warned that bpf is also the device that allows packet sniffers to work correctly (although they still have to be run as root). bpf is required to use DHCP, but if you are very sensitive about security, you probably should not add bpf to your kernel in the expectation that at some point in the future you will be using DHCP. Edit your /etc/rc.conf to include the following: ifconfig_fxp0="DHCP" Be sure to replace fxp0 with the designation for the interface that you wish to dynamically configure. If you are using a different location for dhclient, or if you wish to pass additional flags to dhclient, also include the following (editing as necessary): dhcp_program="/sbin/dhclient" dhcp_flags="" DHCP server The DHCP server, dhcpd, is included as part of the net/isc-dhcp3 port in the ports collection. This port contains the full ISC DHCP distribution, consisting of client, server, relay agent and documentation. Files DHCP configuration files /etc/dhclient.conf dhclient requires a configuration file, /etc/dhclient.conf. Typically the file contains only comments, the defaults being reasonably sane. This configuration file is described by the &man.dhclient.conf.5; manual page. /sbin/dhclient dhclient is statically linked and resides in /sbin. The &man.dhclient.8; manual page gives more information about dhclient. /sbin/dhclient-script dhclient-script is the FreeBSD-specific DHCP client configuration script. It is described in &man.dhclient-script.8;, but should not need any user modification to function properly. /var/db/dhclient.leases The DHCP client keeps a database of valid leases in this file, which is written as a log. &man.dhclient.leases.5; gives a slightly longer description. Further Reading The DHCP protocol is fully described in RFC 2131. An informational resource has also been set up at dhcp.org. Ceri Davies Written by
ceri@FreeBSD.org
Installing And Configuring A DHCP Server What this Section Covers This section provides information on how to configure a FreeBSD system to act as a DHCP server using the ISC (Internet Software Consortium) implementation of the DHCP suite. The server portion of the suite is not provided as part of FreeBSD, and so you will need to install the net/isc-dhcp3 port to provide this service. See for more information on using the ports collection. DHCP Server Installation DHCP installation In order to configure your FreeBSD system as a DHCP server, you will need to ensure that the &man.bpf.4; device is compiled into your kernel. To do this, add pseudo-device bpf to your kernel configuration file, and rebuild the kernel. For more information about building kernels, see . The bpf device is already part of the GENERIC kernel that is supplied with FreeBSD, so you do not need to create a custom kernel in order to get DHCP working. Those who are particularly security conscious should note that bpf is also the device that allows packet sniffers to work correctly (although such programs still need privileged access). bpf is required to use DHCP, but if you are very sensitive about security, you probably should not include bpf in your kernel purely because you expect to use DHCP at some point in the future. The next thing that you will need to do is edit the sample dhcpd.conf which was installed by the net/isc-dhcp3 port. By default, this will be /usr/local/etc/dhcpd.conf.sample, and you should copy this to /usr/local/etc/dhcpd.conf before proceeding to make changes. Configuring the DHCP Server DHCP configuration dhcpd.conf dhcpd.conf is comprised of declarations regarding subnets and hosts, and is perhaps most easily explained using an example : option domain-name "example.com"; option domain-name-servers 192.168.4.100; option subnet-mask 255.255.255.0; default-lease-time 3600; max-lease-time 86400; ddns-update-style none; subnet 192.168.4.0 netmask 255.255.255.0 { range 192.168.4.129 192.168.4.254; option routers 192.168.4.1; } host mailhost { hardware ethernet 02:03:04:05:06:07; fixed-address mailhost.example.com; } This option specifies the domain that will be provided to clients as the default search domain. See &man.resolv.conf.5; for more information on what this means. This option specifies a comma separated list of DNS servers that the client should use. The netmask that will be provided to clients. A client may request a specific length of time that a lease will be valid. Otherwise the server will assign a lease with this expiry value (in seconds). This is the maximum length of time that the server will lease for. Should a client request a longer lease, a lease will be issued, although it will only be valid for max-lease-time seconds. This option specifies whether the DHCP server should attempt to update DNS when a lease is accepted or released. In the ISC implementation, this option is required. This denotes which IP addresses should be used in the pool reserved for allocating to clients. IP addresses between, and including, the ones stated are handed out to clients. Declares the default gateway that will be provided to clients. The hardware MAC address of a host (so that the DHCP server can recognise a host when it makes a request). Specifies that the host should always be given the same IP address. Note that a hostname is OK here, since the DHCP server will resolve the hostname itself before returning the lease information. Once you have finished writing your dhcpd.conf, you can proceed to start the server by issuing the following command: &prompt.root; /usr/local/etc/rc.d/isc-dhcpd.sh start Should you need to make changes to the configuration of your server in the future, it is important to note that sending a SIGHUP signal to dhcpd does not result in the configuration being reloaded, as it does with most daemons. You will need to send a SIGTERM signal to stop the process, and then restart it using the command above. Files DHCP configuration files /usr/local/sbin/dhcpd dhcpd is statically linked and resides in /usr/local/sbin. The dhcpd(8) manual page installed with the port gives more information about dhcpd. /usr/local/etc/dhcpd.conf dhcpd requires a configuration file, /usr/local/etc/dhcpd.conf before it will start providing service to clients. This file needs to contain all the information that should be provided to clients that are being serviced, along with information regarding the operation of the server. This configuration file is described by the dhcpd.conf(5) manual page installed by the port. /var/db/dhcpd.leases The DHCP server keeps a database of leases it has issued in this file, which is written as a log. The manual page dhcpd.leases(5), installed by the port gives a slightly longer description. /usr/local/sbin/dhcrelay dhcrelay is used in advanced environments where one DHCP server forwards a request from a client to another DHCP server on a separate network. The dhcrelay(8) manual page provided with the port contains more detail.
Chern Lee Contributed by DNS Overview BIND FreeBSD utilizes, by default, a version of BIND (Berkeley Internet Name Domain), which is the most common implementation of the DNS protocol. DNS is the protocol through which names are mapped to IP addresses, and vice versa. For example, a query for www.FreeBSD.org will receive a reply with the IP address of The FreeBSD Project's web server, whereas, a query for ftp.FreeBSD.org will return the IP address of the corresponding FTP machine. Likewise, the opposite can happen. A query for an IP address can resolve its hostname. It is not necessary to run a name server to perform DNS lookups on a system. DNS DNS is coordinated across the Internet through a somewhat complex system of authoritative root name servers, and other smaller-scale name servers who host and cache individual domain information. This document refers to BIND 8.x, as it is the stable version used in FreeBSD. BIND 9.x in FreeBSD can be installed through the net/bind9 port. RFC1034 and RFC1035 dictates the DNS protocol. Currently, BIND is maintained by the Internet Software Consortium (www.isc.org) Terminology To understand this document, some terms related to DNS must be understood. Term Definition forward DNS mapping of hostnames to IP addresses origin refers to the domain covered for the particular zone file named, bind, name server common names for the BIND name server package within FreeBSD resolver resolver a system process through which a machine queries a name server for zone information reverse DNS reverse DNS the opposite of forward DNS, mapping of IP addresses to hostnames root zone root zone literally, a ., refers to the root, or beginning zone. All zones fall under this, as do all files in fall under the root directory. It is the beginning of the Internet zone hierarchy. zone Each individual domain, subdomain, or area dictated by DNS zones examples Examples of zones: . is the root zone org. is a zone under the root zone example.org is a zone under the org. zone foo.example.org. is a subdomain, a zone under the example.org. zone 1.2.3.in-addr.arpa is a zone referencing all IP addresses which fall under the 3.2.1.* IP space. As one can see, the more specific part of a hostname appears to its left. For example, example.org. is more specific than org., as org. is more specific than the root zone. The layout of each part of a hostname is much like a filesystem: the /dev directory falls within the root, and so on. Reasons to Run a Name Server Name servers usually come in two forms: an authoritative name server, and a caching name server. An authoritative name server is needed when: one wants to serve DNS information to the world, replying authoritatively to queries. a domain, such as example.org, is registered and IP addresses need to be assigned to hostnames under it. an IP address block requires reverse DNS entries (IP to hostname). a backup name server, called a slave, must reply to queries when the primary is down or inaccessible. A caching name server is needed when: a local DNS server may cache and respond more quickly then querying an outside name server. a reduction in overall network traffic is desired (DNS traffic has been measured to account for 5% or more of total Internet traffic). When one queries for www.FreeBSD.org, the resolver usually queries the uplink ISP's name server, and retrieves the reply. With a local, caching DNS server, the query only has to be made once to the outside world by the caching DNS server. Every additional query will not have to look to the outside of the local network, since the information is cached locally. How It Works In FreeBSD, the BIND daemon is called named for obvious reasons. File Description named the BIND daemon ndc name daemon control program /etc/namedb directory where BIND zone information resides /etc/namedb/named.conf daemon configuration file Zone files are usually contained within the /etc/namedb directory, and contain the DNS zone information served by the name server. Starting BIND BIND starting Since BIND is installed by default, configuring it all is relatively simple. To ensure the named daemon is started at boot, put the following modifications in /etc/rc.conf: named_enable="YES" To start the daemon manually (after configuring it) &prompt.root; ndc start Configuration Files BIND configuration files make-localhost Be sure to: &prompt.root; cd /etc/namedb &prompt.root; sh make-localhost to properly create the local reverse DNS zone file in /etc/namedb/localhost.rev. <filename>/etc/namedb/named.conf</filename> // $FreeBSD$ // // Refer to the named(8) manual page for details. If you are ever going // to setup a primary server, make sure you've understood the hairy // details of how DNS is working. Even with simple mistakes, you can // break connectivity for affected parties, or cause huge amount of // useless Internet traffic. options { directory "/etc/namedb"; // In addition to the "forwarders" clause, you can force your name // server to never initiate queries of its own, but always ask its // forwarders only, by enabling the following line: // // forward only; // If you've got a DNS server around at your upstream provider, enter // its IP address here, and enable the line below. This will make you // benefit from its cache, thus reduce overall DNS traffic in the Internet. /* forwarders { 127.0.0.1; }; */ Just as the comment says, to benefit from an uplink's cache, forwarders can be enabled here. Under normal circumstances, a name server will recursively query the Internet looking at certain name servers until it finds the answer it is looking for. Having this enabled will have it query the uplink's name server (or name server provided) first, taking advantage of its cache. If the uplink name server in question is a heavily trafficked, fast name server, enabling this may be worthwhile. 127.0.0.1 will not work here. Change this IP address to a name server at your uplink. /* * If there is a firewall between you and name servers you want * to talk to, you might need to uncomment the query-source * directive below. Previous versions of BIND always asked * questions using port 53, but BIND 8.1 uses an unprivileged * port by default. */ // query-source address * port 53; /* * If running in a sandbox, you may have to specify a different * location for the dumpfile. */ // dump-file "s/named_dump.db"; }; // Note: the following will be supported in a future release. /* host { any; } { topology { 127.0.0.0/8; }; }; */ // Setting up secondaries is way easier and the rough picture for this // is explained below. // // If you enable a local name server, don't forget to enter 127.0.0.1 // into your /etc/resolv.conf so this server will be queried first. // Also, make sure to enable it in /etc/rc.conf. zone "." { type hint; file "named.root"; }; zone "0.0.127.IN-ADDR.ARPA" { type master; file "localhost.rev"; }; zone "0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.IP6.INT" { type master; file "localhost.rev"; }; // NB: Do not use the IP addresses below, they are faked, and only // serve demonstration/documentation purposes! // // Example secondary config entries. It can be convenient to become // a secondary at least for the zone where your own domain is in. Ask // your network administrator for the IP address of the responsible // primary. // // Never forget to include the reverse lookup (IN-ADDR.ARPA) zone! // (This is the first bytes of the respective IP address, in reverse // order, with ".IN-ADDR.ARPA" appended.) // // Before starting to setup a primary zone, better make sure you fully // understand how DNS and BIND works, however. There are sometimes // unobvious pitfalls. Setting up a secondary is comparably simpler. // // NB: Don't blindly enable the examples below. :-) Use actual names // and addresses instead. // // NOTE!!! FreeBSD runs bind in a sandbox (see named_flags in rc.conf). // The directory containing the secondary zones must be write accessible // to bind. The following sequence is suggested: // // mkdir /etc/namedb/s // chown bind:bind /etc/namedb/s // chmod 750 /etc/namedb/s For more information on running BIND in a sandbox, see Running named in a sandbox. /* zone "example.com" { type slave; file "s/example.com.bak"; masters { 192.168.1.1; }; }; zone "0.168.192.in-addr.arpa" { type slave; file "s/0.168.192.in-addr.arpa.bak"; masters { 192.168.1.1; }; }; */ In named.conf, these are examples of slave entries for a forward and reverse zone. For each new zone served, a new zone entry must be added to named.conf For example, the simplest zone entry for example.org can look like: zone "example.org" { type master; file "example.org"; }; The zone is a master, as indicated by the statement, holding its zone information in /etc/namedb/example.org indicated by the statement. zone "example.org" { type slave; file "example.org"; }; In the slave case, the zone information is transferred from the master name server for the particular zone, and saved in the file specified. If and when the master server dies or is unreachable, the slave name server will have the transferred zone information and will be able to serve it. Zone Files An example master zone file for example.org (existing within /etc/namedb/example.org) is as follows: $TTL 3600 example.org. IN SOA ns1.example.org. admin.example.org. ( 5 ; Serial 10800 ; Refresh 3600 ; Retry 604800 ; Expire 86400 ) ; Minimum TTL ; DNS Servers @ IN NS ns1.example.org. @ IN NS ns2.example.org. ; Machine Names localhost IN A 127.0.0.1 ns1 IN A 3.2.1.2 ns2 IN A 3.2.1.3 mail IN A 3.2.1.10 @ IN A 3.2.1.30 ; Aliases www IN CNAME @ ; MX Record @ IN MX 10 mail.example.org. Note that every hostname ending in a . is an exact hostname, whereas everything without a trailing . is referenced to the origin. For example, www is translated into www + origin. In our fictitious zone file, our origin is example.org., so www would translate to www.example.org. The format of a zone file follows: recordname IN recordtype value DNS records The most commonly used DNS records: SOA start of zone authority NS an authoritative name server A A host address CNAME the canonical name for an alias MX mail exchanger PTR a domain name pointer (used in reverse DNS) example.org. IN SOA ns1.example.org. admin.example.org. ( 5 ; Serial 10800 ; Refresh after 3 hours 3600 ; Retry after 1 hour 604800 ; Expire after 1 week 86400 ) ; Minimum TTL of 1 day example.org. the domain name, also the origin for this zone file. ns1.example.org. the primary/authoritative name server for this zone admin.example.org. the responsible person for this zone, email address with @ replaced. (admin@example.org becomes admin.example.org) 5 the serial number of the file. this must be incremented each time the zone file is modified. Nowadays, many admins prefer a yyyymmddrr format for the serial number. 2001041002 would mean last modified 04/10/2001, the latter 02 being the second time the zone file has been modified this day. The serial number is important as it alerts slave name servers for a zone when it is updated. @ IN NS ns1.example.org. This is an NS entry. Every name server that is going to reply authoritatively for the zone must have one of these entries. The @ as seen here could have been example.org. The @ translates to the origin. localhost IN A 127.0.0.1 ns1 IN A 3.2.1.2 ns2 IN A 3.2.1.3 mail IN A 3.2.1.10 @ IN A 3.2.1.30 The A record indicates machine names. As seen above, ns1.example.org would resolve to 3.2.1.2. Again, the origin symbol, @, is used here, thus meaning example.org would resolve to 3.2.1.30. www IN CNAME @ The canonical name record is usually used for giving aliases to a machine. In the example, www is aliased to the machine addressed to the origin, or example.org (3.2.1.30). CNAMEs can be used to provide alias hostnames, or round robin one hostname among multiple machines. @ IN MX 10 mail.example.org. The MX record indicates which mail servers are responsible for handling incoming mail for the zone. mail.example.org is the hostname of the mail server, and 10 being the priority of that mail server. One can have several mail servers, with priorities of 3, 2, 1. A mail server attempting to deliver to example.org would first try the highest priority MX, then the second highest, etc, until the mail can be properly delivered. For in-addr.arpa zone files (reverse DNS), the same format is used, except with PTR entries instead of A or CNAME. $TTL 3600 1.2.3.in-addr.arpa. IN SOA ns1.example.org. admin.example.org. ( 5 ; Serial 10800 ; Refresh 3600 ; Retry 604800 ; Expire 3600 ) ; Minimum @ IN NS ns1.example.org. @ IN NS ns2.example.org. 2 IN PTR ns1.example.org. 3 IN PTR ns2.example.org. 10 IN PTR mail.example.org. 30 IN PTR example.org. This file gives the proper IP address to hostname mappings of our above fictitious domain. Caching Name Server BIND caching name server A caching name server is a name server that is not authoritative for any zones. It simply asks queries of its own, and remembers them for later use. To set one up, just configure the name server as usual, omitting any inclusions of zones. Ceri Davies Contributed by Running named in a Sandbox BIND running in a sandbox chroot For added security you may want to run &man.named.8; as an unprivileged user, and configure it to &man.chroot.8; into a sandbox directory. This makes everything outside of the sandbox inaccessible to the named daemon. Should named be compromised, this will help to reduce the damage that can be caused. By default, FreeBSD has a user and a group called bind, intended for this use. Various people would recommend that instead of configuring named to chroot, you should run named inside a &man.jail.8;. This section does not attempt to cover this situation. Since named will not be able to access anything outside of the sandbox (such as shared libraries, log sockets, and so on), there are a number of steps that need to be followed in order to allow named to function correctly. In the following checklist, it is assumed that the path to the sandbox is /etc/namedb and that you have made no prior modifications to the contents of this directory. Perform the following steps as root. Create all directories that named expects to see: &prompt.root; cd /etc/namedb &prompt.root; mkdir -p bin dev etc var/tmp var/run master slave &prompt.root; chown bind:bind slave var/* named only needs write access to these directories, so that is all we give it. Rearrange and create basic zone and configuration files: &prompt.root; cp /etc/localtime etc &prompt.root; mv named.conf etc && ln -sf etc/named.conf &prompt.root; mv named.root master &prompt.root; sh make-localhost && mv localhost.rev localhost-v6.rev master &prompt.root; cat > master/named.localhost $ORIGIN localhost. $TTL 6h @ IN SOA localhost. postmaster.localhost. ( 1 ; serial 3600 ; refresh 1800 ; retry 604800 ; expiration 3600 ) ; minimum IN NS localhost. IN A 127.0.0.1 ^D This allows named to log the correct time to &man.syslogd.8; Build a statically linked copy of named-xfer, and copy it into the sandbox: &prompt.root; cd /usr/src/lib/libisc && make clean all &prompt.root; cd /usr/src/lib/libbind && make clean all &prompt.root; cd /usr/src/libexec/named-xfer && make NOSHARED=yes all &prompt.root; cp named-xfer /etc/namedb/bin && chmod 555 /etc/namedb/bin/named-xfer This step has been reported to fail occasionally. If this happens to you, then issue the command: &prompt.root; cd /usr/src && make cleandir && make cleandir This will clean out any cruft from your source tree, and retrying the steps above should then work. Make a dev/null that named can see and write to: &prompt.root; cd /etc/namedb/dev && mknod null c 2 2 &prompt.root; chmod 666 null Symlink /var/run/ndc to /etc/namedb/var/run/ndc: &prompt.root; ln -sf /etc/namedb/var/run/ndc /var/run/ndc This simply avoids having to specify the option to &man.ndc.8; every time you run it. Since the contents of /var/run are deleted on boot, if this is something that you find useful you may wish to add this command to root's crontab, making use of the option. See &man.crontab.5; for more information regarding this. Configure &man.syslogd.8; to create an extra log socket that named can write to. To do this, add -l /etc/namedb/dev/log to the syslogd_flags variable in /etc/rc.conf. Arrange to have named start and chroot itself to the sandbox by adding the following to /etc/rc.conf: named_enable="YES" named_flags="-u bind -g bind -t /etc/namedb /etc/named.conf" Note that the configuration file /etc/named.conf is denoted by a full pathname relative to the sandbox, i.e. in the line above, the file referred to is actually /etc/namedb/etc/named.conf. The next step is to edit /etc/namedb/etc/named.conf so that named knows which zones to load and where to find them on the disk. There follows a commented example (anything not specifically commented here is no different from the setup for a DNS server not running in a sandbox): options { directory "/"; named-xfer "/bin/named-xfer"; version ""; // Don't reveal BIND version query-source address * port 53; }; // ndc control socket controls { unix "/var/run/ndc" perm 0600 owner 0 group 0; }; // Zones follow: zone "localhost" IN { type master; file "master/named.localhost"; allow-transfer { localhost; }; notify no; }; zone "0.0.127.in-addr.arpa" IN { type master; file "master/localhost.rev"; allow-transfer { localhost; }; notify no; }; zone "0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.0.ip6.int" { type master; file "master/localhost-v6.rev"; allow-transfer { localhost; }; notify no; }; zone "." IN { type hint; file "master/named.root"; }; zone "private.example.net" in { type master; file "master/private.example.net.db"; allow-transfer { 192.168.10.0/24; }; }; zone "10.168.192.in-addr.arpa" in { type slave; masters { 192.168.10.2; }; file "slave/192.168.10.db"; }; The directory statement is specified as /, since all files that named needs are within this directory (recall that this is equivalent to a normal user's /etc/namedb. Specifies the full path to the named-xfer binary (from named's frame of reference). This is necessary since named is compiled to look for named-xfer in /usr/libexec by default. Specifies the filename (relative to the directory statement above) where named can find the zonefile for this zone. Specifies the filename (relative to the directory statement above) where named should write a copy of the zonefile for this zone after successfully transferring it from the master server. This is why we needed to change the ownership of the directory slave to bind in the setup stages above. After completing the steps above, either reboot your server or restart &man.syslogd.8; and start &man.named.8;, making sure to use the new options specified in syslogd_flags and named_flags. You should now be running a sandboxed copy of named! Security Although BIND is the most common implementation of DNS, there is always the issue of security. Possible and exploitable security holes are sometimes found. It is a good idea to subscribe to CERT and freebsd-security-notifications to stay up to date with the current Internet and FreeBSD security issues. If a problem arises, keeping sources up to date and having a fresh build of named would not hurt. Further Reading BIND/named manual pages: &man.ndc.8; &man.named.8; &man.named.conf.5; Official ISC Bind Page BIND FAQ O'Reilly DNS and BIND 4th Edition RFC1034 - Domain Names - Concepts and Facilities RFC1035 - Domain Names - Implementation and Specification Tom Hukins Contributed by NTP NTP Overview Over time, a computer's clock is prone to drift. As time passes, the computer's clock becomes less accurate. NTP (Network Time Protocol) is one way to ensure your clock is right. Many Internet services rely on, or greatly benefit from, computers' clocks being accurate. For example, a Web server may receive requests to send a file if it has modified since a certain time. Services such as &man.cron.8; run commands at a given time. If the clock is inaccurate, these commands may not run when expected. NTP ntpd FreeBSD ships with the &man.ntpd.8; NTP server which can be used to query other NTP servers to set the clock on your machine or provide time services to others. Choosing Appropriate NTP Servers NTP choosing servers In order to synchronize your clock, you will need to find one or more NTP servers to use. Your network administrator or ISP may have setup an NTP server for this purpose—check their documentation to see if this is the case. There is a list of publicly accessible NTP servers which you can use to find an NTP server near to you. Make sure you are aware of the policy for any servers you choose, and ask for permission if required. Choosing several unconnected NTP servers is a good idea in case one of the servers you are using becomes unreachable or its clock is unreliable. &man.ntpd.8; uses the responses it receives from other servers intelligently—it will favor unreliable servers less than reliable ones. Configuring Your Machine NTP configuration Basic Configuration ntpdate If you only wish to synchronize your clock when the machine boots up, you can use &man.ntpdate.8;. This may be appropriate for some desktop machines which are frequently rebooted and only require infrequent synchronization, but most machines should run &man.ntpd.8;. Using &man.ntpdate.8; at boot time is also a good idea for machines that run &man.ntpd.8;. &man.ntpd.8; changes the clock gradually, whereas &man.ntpdate.8; sets the clock, no matter how great the difference between a machine's current clock setting and the correct time. To enable &man.ntpdate.8; at boot time, add ntpdate_enable="YES" to /etc/rc.conf. You will also need to specify all servers you wish to synchronize with and any flags to be passed to &man.ntpdate.8; in ntpdate_flags. NTP ntp.conf General Configuration NTP is configured by the /etc/ntp.conf file in the format described in &man.ntp.conf.5;. Here is a simple example: server ntplocal.example.com prefer server timeserver.example.org server ntp2a.example.net driftfile /var/db/ntp.drift The server option specifies which servers are to be used, with one server listed on each line. If a server is specified with the prefer argument, as with ntplocal.example.com, that server is preferred over other servers. A response from a preferred server will be discarded if it differs significantly from other servers' responses, otherwise it will be used without any consideration to other responses. The prefer argument is normally used for NTP servers that are known to be highly accurate, such as those with special time monitoring hardware. The driftfile option specifies which file is used to store the system clock's frequency offset. &man.ntpd.8; uses this to automatically compensate for the clock's natural drift, allowing it to maintain a reasonably correct setting even if it is cut off from all external time sources for a period of time. The driftfile option specifies which file is used to store information about previous responses from the NTP servers you are using. This file contains internal information for NTP. It should not be modified by any other process. Controlling Access to Your Server By default, your NTP server will be accessible to all hosts on the Internet. The restrict option in &man.ntp.conf.5; allows you to control which machines can access your server. If you want to deny all machines from accessing your NTP server, add the line restrict default ignore to /etc/ntp.conf. If you only want to allow machines within your own network to synchronize their clocks with your server, but ensure they are not allowed to configure the server or used as peers to synchronize against, add restrict 192.168.1.0 mask 255.255.255.0 notrust nomodify notrap instead, where 192.168.1.0 is an IP address on your network and 255.255.255.0 is your network's netmask. /etc/ntp.conf can contain multiple restrict options. For more details, see the Access Control Support subsection of &man.ntp.conf.5;. Running the NTP Server To ensure the NTP server is started at boot time, add the line xntpd_enable="YES" to /etc/rc.conf. If you wish to pass additional flags to &man.ntpd.8; edit the xntpd_flags parameter in /etc/rc.conf. To start the server without rebooting your machine, run ntpd being sure to specify any additional parameters from xntpd_flags in /etc/rc.conf. For example: &prompt.root; ntpd -p /var/run/ntpd.pid Using &man.ntpd.8; with a temporary Internet connection ntpd does not need a permanent connection to the Internet to function properly. However, if you have a temporary connection that is configured to dial out on demand, it is a good idea to prevent NTP traffic from triggering a dial out or keeping the connection alive. If you are using user PPP, you can use filter directives in /etc/ppp/ppp.conf. For example: set filter dial 0 deny udp src eq 123 # Prevent NTP traffic from initiating dial out set filter dial 1 permit 0 0 set filter alive 0 deny udp src eq 123 # Prevent incoming NTP traffic from keeping the connection open set filter alive 1 deny udp dst eq 123 # Prevent outgoing NTP traffic from keeping the connection open set filter alive 2 permit 0/0 0/0 For more details see the PACKET FILTERING section in &man.ppp.8; and the examples in /usr/share/examples/ppp/. Some Internet access providers block low-numbered ports, preventing NTP from functioning since replies never reach your machine. Further Information Documentation for the NTP server can be found in /usr/share/doc/ntp/ in HTML format. Chern Lee Contributed by Network Address Translation Overview natd FreeBSD's Network Address Translation daemon, commonly known as &man.natd.8; is a daemon that accepts incoming raw IP packets, changes the source to the local machine and re-injects these packets back into the outgoing IP packet stream. natd does this by changing the source IP address and port such that when data is received back, it is able to determine the original location of the data and forward it back to its original requester. Internet connection sharing IP masquerading The most common use of NAT is to perform what is commonly known as Internet Connection Sharing. Setup Due to the diminishing IP space in IPv4, and the increased number of users on high-speed consumer lines such as cable or DSL, people are increasingly in need of an Internet Connection Sharing solution. The ability to connect several computers online through one connection and IP address makes &man.natd.8; a reasonable choice. Most commonly, a user has a machine connected to a cable or DSL line with one IP address and wishes to use this one connected computer to provide Internet access to several more over a LAN. To do this, the FreeBSD machine on the Internet must act as a gateway. This gateway machine must have two NICs--one for connecting to the Internet router, the other connecting to a LAN. All the machines on the LAN are connected through a hub or switch. _______ __________ ________ | | | | | | | Hub |-----| Client B |-----| Router |----- Internet |_______| |__________| |________| | ____|_____ | | | Client A | |__________| Network Layout A setup like this is commonly used to share an Internet connection. One of the LAN machines is connected to the Internet. The rest of the machines access the Internet through that gateway machine. kernel configuration Configuration The following options must be in the kernel configuration file: options IPFIREWALL options IPDIVERT Additionally, at choice, the following may also be suitable: options IPFIREWALL_DEFAULT_TO_ACCEPT options IPFIREWALL_VERBOSE The following must be in /etc/rc.conf: gateway_enable="YES" firewall_enable="YES" firewall_type="OPEN" natd_enable="YES" natd_interface="fxp0" natd_flags="" gateway_enable="YES" Sets up the machine to act as a gateway. Running sysctl net.inet.ip.forwarding=1 would have the same effect. firewall_enable="YES" Enables the firewall rules in /etc/rc.firewall at boot. firewall_type="OPEN" This specifies a predefined firewall ruleset that allows anything in. See /etc/rc.firewall for additional types. natd_interface="fxp0" Indicates which interface to forward packets through (the interface connected to the Internet). natd_flags="" Any additional configuration options passed to &man.natd.8; on boot. Having the previous options defined in /etc/rc.conf would run natd -interface fxp0 at boot. This can also be run manually. Each machine and interface behind the LAN should be assigned IP address numbers in the private network space as defined by RFC 1918 and have a default gateway of the natd machine's internal IP address. For example, client a and b behind the LAN have IP addresses of 192.168.0.2 and 192.168.0.3, while the natd machine's LAN interface has an IP address of 192.168.0.1. Client a and b's default gateway must be set to that of the natd machine, 192.168.0.1. The natd machine's external, or Internet interface does not require any special modification for natd to work. Port Redirection The drawback with natd is that the LAN clients are not accessible from the Internet. Clients on the LAN can make outgoing connections to the world but cannot receive incoming ones. This presents a problem if trying to run Internet services on one of the LAN client machines. A simple way around this is to redirect selected Internet ports on the natd machine to a LAN client. For example, an IRC server runs on Client A, and a web server runs on Client B. For this to work properly, connections received on ports 6667 (irc) and 80 (web) must be redirected to the respective machines. The -redirect_port must be passed to &man.natd.8; with the proper options. The syntax is as follows: -redirect_port proto targetIP:targetPORT[-targetPORT] [aliasIP:]aliasPORT[-aliasPORT] [remoteIP[:remotePORT[-remotePORT]]] In the above example, the argument should be: -redirect_port tcp 192.168.0.2:6667 6667 -redirect_port tcp 192.168.0.3:80 80 This will redirect the proper tcp ports to the LAN client machines. The -redirect_port argument can be used to indicate port ranges over individual ports. For example, tcp 192.168.0.2:2000-3000 2000-3000 would redirect all connections received on ports 2000 to 3000 to ports 2000 to 3000 on Client A. These options can be used when directly running &man.natd.8; or placed within the natd_flags="" option in /etc/rc.conf. For further configuration options, consult &man.natd.8; Address Redirection address redirection Address redirection is useful if several IP addresses are available, yet they must be on one machine. With this, &man.natd.8; can assign each LAN client its own external IP address. &man.natd.8; then rewrites outgoing packets from the LAN clients with the proper external IP address and redirects all traffic incoming on that particular IP address back to the specific LAN client. This is also known as static NAT. For example, the IP addresses 128.1.1.1, 128.1.1.2, and 128.1.1.3 belong to the natd gateway machine. 128.1.1.1 can be used as the natd gateway machine's external IP address, while 128.1.1.2 and 128.1.1.3 are forwarded back to LAN clients A and B. The -redirect_address syntax is as follows: localIP The internal IP address of the LAN client. publicIP The external IP address corresponding to the LAN client. In the example, this argument would read: Like -redirect_port, these arguments are also placed within natd_flags of /etc/rc.conf. With address redirection, there is no need for port redirection since all data received on a particular IP address is redirected. The external IP addresses on the natd machine must be active and aliased to the external interface. Look at &man.rc.conf.5; to do so. Chern Lee Contributed by inetd <quote>Super-Server</quote> Overview &man.inetd.8; is referred to as the Internet Super-Server because it manages connections for several daemons. Programs that provide network service are commonly known as daemons. inetd serves as a managing server for other daemons. When a connection is received by inetd, it determines which daemon the connection is destined for, spawns the particular daemon and delegates the socket to it. Running one instance of inetd reduces the overall system load as compared to running each daemon individually in stand-alone mode. Primarily, inetd is used to spawn other daemons, but several trivial protocols are handled directly, such as chargen, auth, and daytime. This section will cover the basics in configuring inetd through its command-line options and its configuration file, /etc/inetd.conf. Settings inetd is initialized through the /etc/rc.conf system. The inetd_enable option is set to NO by default, but is often times turned on by sysinstall with the medium security profile. Placing: inetd_enable="YES" or inetd_enable="NO" into /etc/rc.conf can enable or disable inetd starting at boot time. Additionally, different command-line options can be passed to inetd via the inetd_flags option. Command-Line Options inetd synopsis: -d Turn on debugging. -l Turn on logging of successful connections. -w Turn on TCP Wrapping for external services (on by default). -W Turn on TCP Wrapping for internal services which are built into inetd (on by default). -c maximum Specify the default maximum number of simultaneous invocations of each service; the default is unlimited. May be overridden on a per-service basis with the parameter. -C rate Specify the default maximum number of times a service can be invoked from a single IP address in one minute; the default is unlimited. May be overridden on a per-service basis with the parameter. -R rate Specify the maximum number of times a service can be invoked in one minute; the default is 256. A rate of 0 allows an unlimited number of invocations. -a Specify one specific IP address to bind to. Alternatively, a hostname can be specified, in which case the IPv4 or IPv6 address which corresponds to that hostname is used. Usually a hostname is specified when inetd is run inside a &man.jail.8;, in which case the hostname corresponds to the &man.jail.8; environment. When hostname specification is used and both IPv4 and IPv6 bindings are desired, one entry with the appropriate protocol type for each binding is required for each service in /etc/inetd.conf. For example, a TCP-based service would need two entries, one using tcp4 for the protocol and the other using tcp6. -p Specify an alternate file in which to store the process ID. These options can be passed to inetd using the inetd_flags option in /etc/rc.conf. By default, inetd_flags is set to -wW, which turns on TCP wrapping for inetd's internal and external services. For novice users, these parameters usually do not need to be modified or even entered in /etc/rc.conf. An external service is a daemon outside of inetd, which is invoked when a connection is received for it. On the other hand, an internal service is one that inetd has the facility of offering within itself. <filename>inetd.conf</filename> Configuration of inetd is controlled through the /etc/inetd.conf file. When a modification is made to /etc/inetd.conf, inetd can be forced to re-read its configuration file by sending a HangUP signal to the inetd process as shown: Sending <application>inetd</application> a HangUP Signal &prompt.root; kill -HUP `cat /var/run/inetd.pid` Each line of the configuration file specifies an individual daemon. Comments in the file are preceded by a #. The format of /etc/inetd.conf is as follows: service-name socket-type protocol {wait|nowait}[/max-child[/max-connections-per-ip-per-minute]] user[:group][/login-class] server-program server-program-arguments An example entry for the ftpd daemon using IPv4: ftp stream tcp nowait root /usr/libexec/ftpd ftpd -l service-name This is the service name of the particular daemon. It must correspond to a service listed in /etc/services. This determines which port inetd must listen to. If a new service is being created, it must be placed in /etc/services first. socket-type Either stream, dgram, raw, or seqpacket. stream must be used for connection-based, TCP daemons, while dgram is used for daemons utilizing the UDP transport protocol. protocol One of the following: Protocol Explanation tcp, tcp4 TCP IPv4 udp, udp4 UDP IPv4 tcp6 TCP IPv6 udp6 UDP IPv6 tcp46 Both TCP IPv4 and v6 udp46 Both UDP IPv4 and v6 {wait|nowait}[/max-child[/max-connections-per-ip-per-minute]] indicates whether the daemon invoked from inetd is able to handle its own socket or not. socket types must use the wait option, while stream socket daemons, which are usually multi-threaded, should use . usually hands off multiple sockets to a single daemon, while spawns a child daemon for each new socket. The maximum number of child daemons inetd may spawn can be set using the option. If a limit of ten instances of a particular daemon is needed, a /10 would be placed after . In addition to , another option limiting the maximum connections from a single place to a particular daemon can be enabled. does just this. A value of ten here would limit any particular IP address connecting to a particular service to ten attempts per minute. This is useful to prevent intentional or unintentional resource consumption and Denial of Service (DoS) attacks to a machine. In this field, or is mandatory. and are optional. A stream-type multi-threaded daemon without any or limits would simply be: nowait The same daemon with a maximum limit of ten daemons would read: nowait/10 Additionally, the same setup with a limit of twenty connections per IP address per minute and a maximum total limit of ten child daemons would read: nowait/10/20 These options are all utilized by the default settings of the fingerd daemon, as seen here: finger stream tcp nowait/3/10 nobody /usr/libexec/fingerd fingerd -s user The user is the username that the particular daemon should run as. Most commonly, daemons run as the root user. For security purposes, it is common to find some servers running as the daemon user, or the least privileged nobody user. server-program The full path of the daemon to be executed when a connection is received. If the daemon is a service provided by inetd internally, then should be used. server-program-arguments This works in conjunction with by specifying the arguments, starting with argv[0], passed to the daemon on invocation. If mydaemon -d is the command line, mydaemon -d would be the value of . Again, if the daemon is an internal service, use here. Security Depending on the security profile chosen at install, many of inetd's daemons may be enabled by default. If there is no apparent need for a particular daemon, disable it! Place a # in front of the daemon in question, and send a hangup signal to inetd. Some daemons, such as fingerd, may not be desired at all because they provide an attacker with too much information. Some daemons are not security-conscious and have long, or non-existent timeouts for connection attempts. This allows an attacker to slowly send connections to a particular daemon, thus saturating available resources. It may be a good idea to place and limitations on certain daemons. By default, TCP wrapping is turned on. Consult the &man.hosts.access.5; manual page for more information on placing TCP restrictions on various inetd invoked daemons. Miscellaneous daytime, time, echo, discard, chargen, and auth are all internally provided services of inetd. The auth service provides identity (ident, identd) network services, and is configurable to a certain degree. Consult the &man.inetd.8; manual page for more in-depth information. Parallel Line IP (PLIP) PLIP Parallel Line IP PLIP lets us run TCP/IP between parallel ports. It is useful on machines without network cards, or to install on laptops. In this section, we will discuss: Creating a parallel (laplink) cable. Connecting two computers with PLIP. Creating a Parallel Cable You can purchase a parallel cable at most computer supply stores. If you cannot do that, or you just want to know how it is done, the following table shows how to make one out of a normal parallel printer cable. Wiring a parallel cable for networking A-name A-End B-End Descr. Post/Bit DATA0 -ERROR 2 15 15 2 Data 0/0x01 1/0x08 DATA1 +SLCT 3 13 13 3 Data 0/0x02 1/0x10 DATA2 +PE 4 12 12 4 Data 0/0x04 1/0x20 DATA3 -ACK 5 10 10 5 Strobe 0/0x08 1/0x40 DATA4 BUSY 6 11 11 6 Data 0/0x10 1/0x80 GND 18-25 18-25 GND -
Setting up PLIP Get a laplink cable. Confirm that both computers have a kernel with &man.lpt.4; driver support. &prompt.root; dmesg | grep lp lpt0 at 0x378-0x37f irq 7 on isa lpt0: Interrupt-driven lp0: TCP/IP capable interface Plug in the laplink cable into the parallel interface on both computers. Configure the network interface parameters for lp0 on both sites as root. For example, if you want connect the host host1 with host2: host1 <-----> host2 IP Address 10.0.0.1 10.0.0.2 Configure the interface on host1 by doing: &prompt.root; ifconfig lp0 10.0.0.1 10.0.0.2 Configure the interface on host2 by doing: &prompt.root; ifconfig lp0 10.0.0.2 10.0.0.1 You now should have a working connection. Please read the manual pages &man.lp.4; and &man.lpt.4; for more details. You should also add both hosts to /etc/hosts: 127.0.0.1 localhost.my.domain localhost 10.0.0.1 host1.my.domain host1 10.0.0.2 host2.my.domain To confirm the connection works, go to each host and ping the other. For example, on host1: &prompt.root; ifconfig lp0 lp0: flags=8851<UP,POINTOPOINT,RUNNING,SIMPLEX,MULTICAST> mtu 1500 inet 10.0.0.1 --> 10.0.0.2 netmask 0xff000000 &prompt.root; netstat -r Routing tables Internet: Destination Gateway Flags Refs Use Netif Expire host2 host1 UH 4 127592 lp0 &prompt.root; ping -c 4 host2 PING host2 (10.0.0.2): 56 data bytes 64 bytes from 10.0.0.2: icmp_seq=0 ttl=255 time=2.774 ms 64 bytes from 10.0.0.2: icmp_seq=1 ttl=255 time=2.530 ms 64 bytes from 10.0.0.2: icmp_seq=2 ttl=255 time=2.556 ms 64 bytes from 10.0.0.2: icmp_seq=3 ttl=255 time=2.714 ms --- host2 ping statistics --- 4 packets transmitted, 4 packets received, 0% packet loss round-trip min/avg/max/stddev = 2.530/2.643/2.774/0.103 ms
Aaron Kaplan Originally Written by Tom Rhodes Restructured and Added by IPv6 IPv6 (also know as IPng IP next generation) is the new version of the well known IP protocol (also know as IPv4). Like the other current *BSD systems, FreeBSD includes the KAME IPv6 reference implementation. So your FreeBSD system comes with all you will need to experiment with IPv6. This section focuses on getting IPv6 configured and running. In the early 1990s, people became aware of the rapidly diminishing address space of IPv4. Given the expansion rate of the Internet there were two major concerns: Running out of addresses. Today this is not so much of a concern anymore since private address spaces (10.0.0.0/8, 192.168.0.0/24, etc.) and Network Address Translation (NAT) are being employed. Router table entries were getting too large. This is still a concern today. IPv6 deals with these and many other issues: 128 bit address space. In other words theoretically there are 340,282,366,920,938,463,463,374,607,431,768,211,456 addresses available. This means there are approximately 6.67 * 10^27 IPv6 addresses per square meter on our planet. Routers will only store network aggregation addresses in their routing tables thus reducing the average space of a routing table to 8192 entries. There are also lots of other useful features of IPv6 such as: Address autoconfiguration (RFC2462) Anycast addresses (one-out-of many) Mandatory multicast addresses IPsec (IP security) Simplified header structure Mobile IP IPv4-to-IPv6 transition mechanisms For more information see: IPv6 overview at Sun.com IPv6.org KAME.net 6bone.net Background on IPv6 Addresses There are different types of IPv6 addresses: Unicast, Anycast and Multicast. Unicast addresses are the well known addresses. A packet sent to a unicast address arrives exactly at the interface belonging to the address. Anycast addresses are syntactically indistinguishable from unicast addresses but they address a group of interfaces. The packet destined for an anycast address will arrive at the nearest (in router metric) interface. Anycast addresses may only be used by routers. Multicast addresses identify a group of interfaces. A packet destined for a multicast address will arrive at all interfaces belonging to the multicast group. The IPv4 broadcast address (usually xxx.xxx.xxx.255) is expressed by multicast addresses in IPv6. Reserved IPv6 addresses: ipv6-address prefixlength(Bits) description Notes :: 128 Bits unspecified cf. 0.0.0.0 in IPv4 address ::1 128 Bits loopback address cf. 127.0.0.1 in IPv4 ::00:xx:xx:xx:xx 96 Bits embedded IPv4 The lower 32 bits are the address IPv4 address. Also called IPv4 compatible IPv6 address ::ff:xx:xx:xx:xx 96 Bits IPv4 mapped The lower 32 bits are the IPv6 address IPv4 address. For hosts which do not support IPv6 fe80:: - feb:: 10 Bits link-local cf. loopback address in IPv4 fec0:: - fef:: 10 Bits site-local ff:: 8 Bits multicast 001 (base 2) 3 Bits global unicast All global unicast addresses are assigned from this pool. The first 3 Bits are 001. Reading IPv6 Addresses The canonical form is represented as: x:x:x:x:x:x:x:x, each x being a 16 Bit hex value. For example FEBC:A574:382B:23C1:AA49:4592:4EFE:9982 Often an address will have long substrings of all zeros therefore each such substring can be abbreviated by ::. For example fe80::1 corresponds to the canonical form fe80:0000:0000:0000:0000:0000:0000:0001 A third form is to write the last 32 Bit part in the well known (decimal) IPv4 style with dots . as separators. For example 2002::10.0.0.1 corresponds to the (hexadecimal) canonical representation 2002:0000:0000:0000:0000:0000:000a:0001 which in turn is equivalent to writing 2002::a:1 By now the reader should be able to understand the following: &prompt.root; ifconfig rl0: flags=8943<UP,BROADCAST,RUNNING,PROMISC,SIMPLEX,MULTICAST> mtu 1500 inet 10.0.0.10 netmask 0xffffff00 broadcast 10.0.0.255 inet6 fe80::200:21ff:fe03:8e1%rl0 prefixlen 64 scopeid 0x1 ether 00:00:21:03:08:e1 media: Ethernet autoselect (100baseTX ) status: active fe80::200:21ff:fe03:8e1%rl0 is an auto configured link-local address. It includes the enscrambled Ethernet MAC as part of the auto configuration. For further information on the structure of IPv6 addresses see RFC2373. Getting Connected Currently there are four ways to connect to other IPv6 hosts and networks: Join the experimental 6bone Getting an IPv6 network from your upstream provider. Talk to your Internet provider for instructions. Tunnel via 6-to-4 Use the freenet6 port if you are on a dial-up connection. Here we will talk on how to connect to the 6bone since it currently seems to be the most popular way. First take a look at the 6bone site and find a 6bone connection nearest to you. Write to the responsible person and with a little bit of luck you will be given instructions on how to set up your connection. Usually this involves setting up a GRE (gif) tunnel. Here is a typical example on setting up a &man.gif.4; tunnel: &prompt.root; ifconfig gif0 create &prompt.root; ifconfig gif0 gif0: flags=8010<POINTOPOINT,MULTICAST> mtu 1280 &prompt.root; ifconfig gif0 tunnel MY_IPv4_ADDR HIS_IPv4_ADDR &prompt.root; ifconfig gif0 inet6 alias MY_ASSIGNED_IPv6_TUNNEL_ENDPOINT_ADDR Replace the capitalized words by the information you received from the upstream 6bone node. This establishes the tunnel. Check if the tunnel is working by &man.ping6.8; 'ing ff02::1%gif0. You should receive two ping replies. In case you are intrigued by the address ff02:1%gif0, this is a multicast address. %gif0 states that the multicast address at network interface gif0 is to be used. Since we ping a multicast address the other endpoint of the tunnel should reply as well). By now setting up a route to your 6bone uplink should be rather straightforward: &prompt.root; route add -inet6 default -interface gif0 &prompt.root; ping6 -n MY_UPLINK &prompt.root; traceroute6 www.jp.freebsd.org (3ffe:505:2008:1:2a0:24ff:fe57:e561) from 3ffe:8060:100::40:2, 30 hops max, 12 byte packets 1 atnet-meta6 14.147 ms 15.499 ms 24.319 ms 2 6bone-gw2-ATNET-NT.ipv6.tilab.com 103.408 ms 95.072 ms * 3 3ffe:1831:0:ffff::4 138.645 ms 134.437 ms 144.257 ms 4 3ffe:1810:0:6:290:27ff:fe79:7677 282.975 ms 278.666 ms 292.811 ms 5 3ffe:1800:0:ff00::4 400.131 ms 396.324 ms 394.769 ms 6 3ffe:1800:0:3:290:27ff:fe14:cdee 394.712 ms 397.19 ms 394.102 ms This output will differ from machine to machine. By now you should be able to reach the IPv6 site www.kame.net and see the dancing tortoise - that is if you have a IPv6 enabled browser such as mozilla. DNS in the IPv6 World There are two new types of DNS records for IPv6: AAAA records, A6 records Using AAAA records is straightforward. Assign your hostname to the new IPv6 address you just got by adding: MYHOSTNAME AAAA MYIPv6ADDR To your primary zone DNS file. In case you do not serve your own DNS zones ask your DNS provider. Current versions of bind (version 8.3 and 9) support AAAA records.
diff --git a/en_US.ISO8859-1/books/handbook/backups/chapter.sgml b/en_US.ISO8859-1/books/handbook/backups/chapter.sgml index 95cc00512d..b8f1e7be55 100644 --- a/en_US.ISO8859-1/books/handbook/backups/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/backups/chapter.sgml @@ -1,861 +1,861 @@ Backups - + Synopsis The following chapter will cover methods of backing up data, and the programs used to create those backups. Tape Media tape media The major tape media are the 4mm, 8mm, QIC, mini-cartridge and DLT. 4mm (DDS: Digital Data Storage) tape media DDS (4mm) tapes tape media QIC tapes 4mm tapes are replacing QIC as the workstation backup media of choice. This trend accelerated greatly when Conner purchased Archive, a leading manufacturer of QIC drives, and then stopped production of QIC drives. 4mm drives are small and quiet but do not have the reputation for reliability that is enjoyed by 8mm drives. The cartridges are less expensive and smaller (3 x 2 x 0.5 inches, 76 x 51 x 12 mm) than 8mm cartridges. 4mm, like 8mm, has comparatively short head life for the same reason, both use helical scan. Data throughput on these drives starts ~150kB/s, peaking at ~500kB/s. Data capacity starts at 1.3 GB and ends at 2.0 GB. Hardware compression, available with most of these drives, approximately doubles the capacity. Multi-drive tape library units can have 6 drives in a single cabinet with automatic tape changing. Library capacities reach 240 GB. The DDS-3 standard now supports tape capacities up to 12 GB (or 24 GB compressed). 4mm drives, like 8mm drives, use helical-scan. All the benefits and drawbacks of helical-scan apply to both 4mm and 8mm drives. Tapes should be retired from use after 2,000 passes or 100 full backups. 8mm (Exabyte) tape media Exabyte (8mm) tapes 8mm tapes are the most common SCSI tape drives; they are the best choice of exchanging tapes. Nearly every site has an Exabyte 2 GB 8mm tape drive. 8mm drives are reliable, convenient and quiet. Cartridges are inexpensive and small (4.8 x 3.3 x 0.6 inches; 122 x 84 x 15 mm). One downside of 8mm tape is relatively short head and tape life due to the high rate of relative motion of the tape across the heads. Data throughput ranges from ~250kB/s to ~500kB/s. Data sizes start at 300 MB and go up to 7 GB. Hardware compression, available with most of these drives, approximately doubles the capacity. These drives are available as single units or multi-drive tape libraries with 6 drives and 120 tapes in a single cabinet. Tapes are changed automatically by the unit. Library capacities reach 840+ GB. The Exabyte Mammoth model supports 12 GB on one tape (24 GB with compression) and costs approximately twice as much as conventional tape drives. Data is recorded onto the tape using helical-scan, the heads are positioned at an angle to the media (approximately 6 degrees). The tape wraps around 270 degrees of the spool that holds the heads. The spool spins while the tape slides over the spool. The result is a high density of data and closely packed tracks that angle across the tape from one edge to the other. QIC tape media QIC-150 QIC-150 tapes and drives are, perhaps, the most common tape drive and media around. QIC tape drives are the least expensive "serious" backup drives. The downside is the cost of media. QIC tapes are expensive compared to 8mm or 4mm tapes, up to 5 times the price per GB data storage. But, if your needs can be satisfied with a half-dozen tapes, QIC may be the correct choice. QIC is the most common tape drive. Every site has a QIC drive of some density or another. Therein lies the rub, QIC has a large number of densities on physically similar (sometimes identical) tapes. QIC drives are not quiet. These drives audibly seek before they begin to record data and are clearly audible whenever reading, writing or seeking. QIC tapes measure (6 x 4 x 0.7 inches; 15.2 x 10.2 x 1.7 mm). Mini-cartridges, which also use 1/4" wide tape are discussed separately. Tape libraries and changers are not available. Data throughput ranges from ~150kB/s to ~500kB/s. Data capacity ranges from 40 MB to 15 GB. Hardware compression is available on many of the newer QIC drives. QIC drives are less frequently installed; they are being supplanted by DAT drives. Data is recorded onto the tape in tracks. The tracks run along the long axis of the tape media from one end to the other. The number of tracks, and therefore the width of a track, varies with the tape's capacity. Most if not all newer drives provide backward-compatibility at least for reading (but often also for writing). QIC has a good reputation regarding the safety of the data (the mechanics are simpler and more robust than for helical scan drives). Tapes should be retired from use after 5,000 backups. XXX* Mini-Cartridge DLT tape media DLT DLT has the fastest data transfer rate of all the drive types listed here. The 1/2" (12.5mm) tape is contained in a single spool cartridge (4 x 4 x 1 inches; 100 x 100 x 25 mm). The cartridge has a swinging gate along one entire side of the cartridge. The drive mechanism opens this gate to extract the tape leader. The tape leader has an oval hole in it which the drive uses to "hook" the tape. The take-up spool is located inside the tape drive. All the other tape cartridges listed here (9 track tapes are the only exception) have both the supply and take-up spools located inside the tape cartridge itself. Data throughput is approximately 1.5MB/s, three times the throughput of 4mm, 8mm, or QIC tape drives. Data capacities range from 10 GB to 20 GB for a single drive. Drives are available in both multi-tape changers and multi-tape, multi-drive tape libraries containing from 5 to 900 tapes over 1 to 20 drives, providing from 50 GB to 9 TB of storage. With compression, DLT Type IV format supports up to 70 GB capacity. Data is recorded onto the tape in tracks parallel to the direction of travel (just like QIC tapes). Two tracks are written at once. Read/write head lifetimes are relatively long; once the tape stops moving, there is no relative motion between the heads and the tape. AIT tape media AIT AIT is a new format from Sony, and can hold up to 50 GB (with compression) per tape. The tapes contain memory chips which retain an index of the tape's contents. This index can be rapidly read by the tape drive to determine the position of files on the tape, instead of the several minutes that would be required for other tapes. Software such as SAMS:Alexandria can operate forty or more AIT tape libraries, communicating directly with the tape's memory chip to display the contents on screen, determine what files were backed up to which tape, locate the correct tape, load it, and restore the data from the tape. Libraries like this cost in the region of $20,000, pricing them a little out of the hobbyist market. Using a New Tape for the First Time The first time that you try to read or write a new, completely blank tape, the operation will fail. The console messages should be similar to: sa0(ncr1:4:0): NOT READY asc:4,1 sa0(ncr1:4:0): Logical unit is in process of becoming ready The tape does not contain an Identifier Block (block number 0). All QIC tape drives since the adoption of QIC-525 standard write an Identifier Block to the tape. There are two solutions: mt fsf 1 causes the tape drive to write an Identifier Block to the tape. Use the front panel button to eject the tape. Re-insert the tape and dump data to the tape. dump will report DUMP: End of tape detected and the console will show: HARDWARE FAILURE info:280 asc:80,96. rewind the tape using: mt rewind. Subsequent tape operations are successful. Backup Programs backup software The three major programs are &man.dump.8;, &man.tar.1;, and &man.cpio.1;. Dump and Restore backup software dump / restore dump restore The traditional Unix backup programs are dump and restore. They operate on the drive as a collection of disk blocks, below the abstractions of files, links and directories that are created by the filesystems. dump backs up an entire filesystem on a device. It is unable to backup only part of a filesystem or a directory tree that spans more than one filesystem. dump does not write files and directories to tape, but rather writes the raw data blocks that comprise files and directories. If you use dump on your root directory, you would not back up /home, /usr or many other directories since these are typically mount points for other filesystems or symbolic links into those filesystems. dumphas quirks that remain from its early days in Version 6 of AT&T Unix (circa 1975). The default parameters are suitable for 9-track tapes (6250 bpi), not the high-density media available today (up to 62,182 ftpi). These defaults must be overridden on the command line to utilize the capacity of current tape drives. rhosts It is also possible to backup data across the network to a tape drive attached to another computer with rdump and rrestore. Both programs rely upon rcmd and ruserok to access the remote tape drive. Therefore, the user performing the backup must have rhosts access to the remote computer. The arguments to rdump and rrestore must be suitable to use on the remote computer. (e.g. When rdumping from a FreeBSD computer to an Exabyte tape drive connected to a Sun called komodo, use: /sbin/rdump 0dsbfu 54000 13000 126 komodo:/dev/nrsa8 /dev/rda0a 2>&1) Beware: there are security implications to allowing rhosts commands. Evaluate your situation carefully. It is also possible to use rdump and rrestore in a more secure fashion over ssh. Using <command>rdump</command> over <application>ssh</application> &prompt.root; /sbin/dump -0uan -f - /usr | gzip -2 | ssh1 -c blowfish \ targetuser@targetmachine.example.com dd of=/mybigfiles/dump-usr-l0.gz <command>tar</command> backup software tar &man.tar.1; also dates back to Version 6 of AT&T Unix (circa 1975). tar operates in cooperation with the filesystem; tar writes files and directories to tape. tar does not support the full range of options that are available from &man.cpio.1;, but tar does not require the unusual command pipeline that cpio uses. tar Most versions of tar do not support backups across the network. The GNU version of tar, which FreeBSD utilizes, supports remote devices using the same syntax as rdump. To tar to an Exabyte tape drive connected to a Sun called komodo, use: /usr/bin/tar cf komodo:/dev/nrsa8 . 2>&1. For versions without remote device support, you can use a pipeline and rsh to send the data to a remote tape drive. &prompt.root; tar cf - . | rsh hostname dd of=tape-device obs=20b If you are worried about the security of backing up over a network you should use the ssh command instead of rsh. <command>cpio</command> backup software cpio &man.cpio.1; is the original Unix file interchange tape program for magnetic media. cpio has options (among many others) to perform byte-swapping, write a number of different archive formats, and pipe the data to other programs. This last feature makes cpio and excellent choice for installation media. cpio does not know how to walk the directory tree and a list of files must be provided through stdin. cpio cpio does not support backups across the network. You can use a pipeline and rsh to send the data to a remote tape drive. &prompt.root; for f in directory_list; do find $f >> backup.list done &prompt.root; cpio -v -o --format=newc < backup.list | ssh user@host "cat > backup_device Where directory_list is the list of directories you want to back up, user@host is the user/hostname combination that will be performing the backups, and backup_device is where the backups should be written to (e.g., /dev/nrsa0). <command>pax</command> backup software pax pax POSIX IEEE &man.pax.1; is IEEE/POSIX's answer to tar and cpio. Over the years the various versions of tar and cpio have gotten slightly incompatible. So rather than fight it out to fully standardize them, POSIX created a new archive utility. pax attempts to read and write many of the various cpio and tar formats, plus new formats of its own. Its command set more resembles cpio than tar. <application>Amanda</application> backup software Amanda Amanda Amanda (Advanced Maryland Network Disk Archiver) is a client/server backup system, rather than a single program. An Amanda server will backup to a single tape drive any number of computers that have Amanda clients and a network connection to the Amanda server. A common problem at sites with a number of large disks is that the length of time required to backup to data directly to tape exceeds the amount of time available for the task. Amanda solves this problem. Amanda can use a "holding disk" to backup several filesystems at the same time. Amanda creates "archive sets": a group of tapes used over a period of time to create full backups of all the filesystems listed in Amanda's configuration file. The "archive set" also contains nightly incremental (or differential) backups of all the filesystems. Restoring a damaged filesystem requires the most recent full backup and the incremental backups. The configuration file provides fine control of backups and the network traffic that Amanda generates. Amanda will use any of the above backup programs to write the data to tape. Amanda is available as either a port or a package, it is not installed by default. Do Nothing Do nothing is not a computer program, but it is the most widely used backup strategy. There are no initial costs. There is no backup schedule to follow. Just say no. If something happens to your data, grin and bear it! If your time and your data is worth little to nothing, then Do nothing is the most suitable backup program for your computer. But beware, Unix is a useful tool, you may find that within six months you have a collection of files that are valuable to you. Do nothing is the correct backup method for /usr/obj and other directory trees that can be exactly recreated by your computer. An example is the files that comprise the HTML or Postscript version of this Handbook. These document formats have been created from SGML input files. Creating backups of the HTML or PostScript files is not necessary. The SGML files are backed up regularly. Which Backup Program Is Best? LISA &man.dump.8; Period. Elizabeth D. Zwicky torture tested all the backup programs discussed here. The clear choice for preserving all your data and all the peculiarities of Unix filesystems is dump. Elizabeth created filesystems containing a large variety of unusual conditions (and some not so unusual ones) and tested each program by doing a backup and restore of those filesystems. The peculiarities included: files with holes, files with holes and a block of nulls, files with funny characters in their names, unreadable and unwritable files, devices, files that change size during the backup, files that are created/deleted during the backup and more. She presented the results at LISA V in Oct. 1991. See torture-testing Backup and Archive Programs. Emergency Restore Procedure Before the Disaster There are only four steps that you need to perform in preparation for any disaster that may occur. disklabel First, print the disklabel from each of your disks (e.g. disklabel da0 | lpr), your filesystem table (/etc/fstab) and all boot messages, two copies of each. fix-it floppies Second, determine that the boot and fix-it floppies (boot.flp and fixit.flp) have all your devices. The easiest way to check is to reboot your machine with the boot floppy in the floppy drive and check the boot messages. If all your devices are listed and functional, skip on to step three. Otherwise, you have to create two custom bootable floppies which have a kernel that can mount all of your disks and access your tape drive. These floppies must contain: fdisk, disklabel, newfs, mount, and whichever backup program you use. These programs must be statically linked. If you use dump, the floppy must contain restore. Third, create backup tapes regularly. Any changes that you make after your last backup may be irretrievably lost. Write-protect the backup tapes. Fourth, test the floppies (either boot.flp and fixit.flp or the two custom bootable floppies you made in step two.) and backup tapes. Make notes of the procedure. Store these notes with the bootable floppy, the printouts and the backup tapes. You will be so distraught when restoring that the notes may prevent you from destroying your backup tapes (How? In place of tar xvf /dev/rsa0, you might accidentally type tar cvf /dev/rsa0 and over-write your backup tape). For an added measure of security, make bootable floppies and two backup tapes each time. Store one of each at a remote location. A remote location is NOT the basement of the same office building. A number of firms in the World Trade Center learned this lesson the hard way. A remote location should be physically separated from your computers and disk drives by a significant distance. A Script for Creating a Bootable Floppy /mnt/sbin/init gzip -c -best /sbin/fsck > /mnt/sbin/fsck gzip -c -best /sbin/mount > /mnt/sbin/mount gzip -c -best /sbin/halt > /mnt/sbin/halt gzip -c -best /sbin/restore > /mnt/sbin/restore gzip -c -best /bin/sh > /mnt/bin/sh gzip -c -best /bin/sync > /mnt/bin/sync cp /root/.profile /mnt/root cp -f /dev/MAKEDEV /mnt/dev chmod 755 /mnt/dev/MAKEDEV chmod 500 /mnt/sbin/init chmod 555 /mnt/sbin/fsck /mnt/sbin/mount /mnt/sbin/halt chmod 555 /mnt/bin/sh /mnt/bin/sync chmod 6555 /mnt/sbin/restore # # create the devices nodes # cd /mnt/dev ./MAKEDEV std ./MAKEDEV da0 ./MAKEDEV da1 ./MAKEDEV da2 ./MAKEDEV sa0 ./MAKEDEV pty0 cd / # # create minimum filesystem table # cat > /mnt/etc/fstab < /mnt/etc/passwd < /mnt/etc/master.passwd < After the Disaster The key question is: did your hardware survive? You have been doing regular backups so there is no need to worry about the software. If the hardware has been damaged. First, replace those parts that have been damaged. If your hardware is okay, check your floppies. If you are using a custom boot floppy, boot single-user (type -s at the boot: prompt). Skip the following paragraph. If you are using the boot.flp and fixit.flp floppies, keep reading. Insert the boot.flp floppy in the first floppy drive and boot the computer. The original install menu will be displayed on the screen. Select the Fixit--Repair mode with CDROM or floppy. option. Insert the fixit.flp when prompted. restore and the other programs that you need are located in /mnt2/stand. Recover each filesystem separately. mount root partition disklabel newfs Try to mount (e.g. mount /dev/da0a /mnt) the root partition of your first disk. If the disklabel was damaged, use disklabel to re-partition and label the disk to match the label that you printed and saved. Use newfs to re-create the filesystems. Re-mount the root partition of the floppy read-write (mount -u -o rw /mnt). Use your backup program and backup tapes to recover the data for this filesystem (e.g. restore vrf /dev/sa0). Unmount the filesystem (e.g. umount /mnt) Repeat for each filesystem that was damaged. Once your system is running, backup your data onto new tapes. Whatever caused the crash or data loss may strike again. Another hour spent now may save you from further distress later. * I did not prepare for the Disaster, What Now? ]]> What About Backups to Floppies? Can I Use floppies for Backing Up My Data? backup floppies floppy disks Floppy disks are not really a suitable media for making backups as: The media is unreliable, especially over long periods of time Backing up and restoring is very slow They have a very limited capacity (the days of backing up an entire hard disk onto a dozen or so floppies has long since passed). However, if you have no other method of backing up your data then floppy disks are better than no backup at all. If you do have to use floppy disks then ensure that you use good quality ones. Floppies that have been lying around the office for a couple of years are a bad choice. Ideally use new ones from a reputable manufacturer. So How Do I Backup My Data to Floppies? The best way to backup to floppy disk is to use tar with the (multi volume) option, which allows backups to span multiple floppies. To backup all the files in the current directory and sub-directory use this (as root): &prompt.root; tar Mcvf /dev/fd0 * When the first floppy is full tar will prompt you to insert the next volume (because tar is media independent it refers to volumes. In this context it means floppy disk) Prepare volume #2 for /dev/fd0 and hit return: This is repeated (with the volume number incrementing) until all the specified files have been archived. Can I Compress My Backups? tar gzip compression Unfortunately, tar will not allow the option to be used for multi-volume archives. You could, of course, gzip all the files, tar them to the floppies, then gunzip the files again! How Do I Restore My Backups? To restore the entire archive use: &prompt.root; tar Mxvf /dev/fd0 There are two ways that you can use to restore only specific files. First, you can start with the first floppy and use: &prompt.root; tar Mxvf /dev/fd0 filename tar will prompt you to insert subsequent floppies until it finds the required file. Alternatively, if you know which floppy the file is on then you can simply insert that floppy and use the same command as above. Note that if the first file on the floppy is a continuation from the previous one then tar will warn you that it cannot restore it, even if you have not asked it to! diff --git a/en_US.ISO8859-1/books/handbook/basics/chapter.sgml b/en_US.ISO8859-1/books/handbook/basics/chapter.sgml index d54feaff0c..40ae37695b 100644 --- a/en_US.ISO8859-1/books/handbook/basics/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/basics/chapter.sgml @@ -1,1799 +1,1799 @@ Chris Shumway Rewritten by Unix Basics - + Synopsis basics 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 Unix file permissions work. What file system ACLs are and how to use them. What processes, daemons, and signals are. What a shell is, and how to change your default login environment. How to use basic text editors. How to read manual pages for more information. How to use the virtual consoles of FreeBSD. Permissions Unix 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 evenly 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 two 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: permissions file permissions 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 ls directories You can use the command line argument to &man.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. 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 moved into, i.e. it is possible to cd 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 &man.chmod.1; manual page. Tom Rhodes Contributed by ACL File System Access Control Lists In conjunction with file system enhancements like snapshots, FreeBSD 5.0 and later offers the security of File System Access Control Lists (ACLs). Access Control Lists extend the standard UNIX permission model in a highly compatible (POSIX.1e) way. This feature permits an administrator to make use of and take advantage of a more sophisticated security model. To enable ACL support for UFS file systems, the following: options UFS_ACL must be compiled into the kernel. If this option has not been compiled in, a warning message will be displayed when attempting to mount a file system supporting ACLs. This option is included in the GENERIC kernel. ACLs rely on extended attributes being enabled on the file system. Extended attributes are natively supported in the next generation UNIX file system, UFS2. A higher level of administrative overhead is required to configure extended attributes on UFS1 than on UFS2. The performance of extended attributes on UFS2 is also substantially higher. As a result, UFS2 is generally recommended in preference to UFS1 for use with access control lists. ACLs are enabled by the mount-time administrative flag, , which may be added to /etc/fstab. The mount-time flag can also be automatically set in a persistent manner using &man.tunefs.8; to modify a superblock ACLs flag in the file system header. In general, it is preferred to use the superblock flag for several reasons: The mount-time ACLs flag cannot be changed by a remount (&man.mount.8; ), only by means of a complete &man.umount.8; and fresh &man.mount.8;. This means that ACLs cannot be enabled on the root file system after boot. It also means that you cannot change the disposition of a file system once it is in use. Setting the superblock flag will cause the file system to always be mounted with ACLs enabled even if there is not an fstab entry or if the devices re-order. This prevents accidental mounting of the file system without ACLs enabled, which can result in ACLs being improperly enforced, and hence security problems. We may change the ACLs behavior to allow the flag to be enabled without a complete fresh &man.mount.8;, but we consider it desirable to discourage accidental mounting without ACLs enabled, because you can shoot your feet quite nastily if you enable ACLs, then disable them, then re-enable them without flushing the extended attributes. In general, once you have enabled ACLs on a file system, they should not be disabled, as the resulting file protections may not be compatible with those intended by the users of the system, and re-enabling ACLs may re-attach the previous ACLs to files that have since had their permissions changed, resulting in other unpredictable behavior. File systems with ACLs enabled will show a + (plus) sign in their permission settings when viewed. For example: drwx------ 2 robert robert 512 Dec 27 11:54 private drwxrwx---+ 2 robert robert 512 Dec 23 10:57 directory1 drwxrwx---+ 2 robert robert 512 Dec 22 10:20 directory2 drwxrwx---+ 2 robert robert 512 Dec 27 11:57 directory3 drwxr-xr-x 2 robert robert 512 Nov 10 11:54 public_html Here we see that the directory1, directory2, and directory3 directories are all taking advantage of ACLs. The public_html directory is not. Directory Structure directory hierarchy 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 &man.rc.8; unless they contain the option. Consult the &man.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 &man.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 &man.loader.conf.5;. /dev/ Device nodes; see &man.intro.4;. /etc/ System configuration files and scripts. /etc/defaults/ Default system configuration files; see &man.rc.8;. /etc/mail/ Configuration files for mail transport agents such as &man.sendmail.8;. /etc/namedb/ named configuration files; see &man.named.8;. /etc/periodic/ Scripts that are run daily, weekly, and monthly, via &man.cron.8;; see &man.periodic.8;. /etc/ppp/ ppp configuration files; see &man.ppp.8;. /mnt/ Empty directory commonly used by system administrators as a temporary mount point. /proc/ Process file system; see &man.procfs.5;, &man.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 &man.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 &man.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. 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. root file system 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. The <filename>fstab</filename> File file systems mounted with fstab During the boot process, file systems listed in /etc/fstab are automatically mounted (unless they are listed with the 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 . mount-point A directory (which should exist), on which to mount the file system. fstype The file system type to pass to &man.mount.8;. The default FreeBSD file system is ufs. options Either for read-write file systems, or for read-only file systems, followed by any other options that may be needed. A common option is for file systems not normally mounted during the boot sequence. Other options are listed in the &man.mount.8; manual page. dumpfreq This is used by &man.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 it's 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 &man.fsck.8; will attempt to check file systems in parallel if possible. The <command>mount</command> Command file systems mounting The &man.mount.8; command is what is ultimately used to mount file systems. In its most basic form, you use: &prompt.root; mount device mountpoint There are plenty of options, as mentioned in the &man.mount.8; manual page, but the most common are: Mount Options Mount all the file systems listed in /etc/fstab. Exceptions are those marked as noauto, excluded by the flag, or those that are already mounted. Do everything except for the actual system call. This option is useful in conjunction with the flag to determine what &man.mount.8; is actually trying to do. 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. Mount the file system read-only. This is identical to using the argument to the option. fstype Mount the given file system as the given file system type, or mount only file systems of the given type, if given the option. ufs is the default file system type. Update mount options on the file system. Be verbose. Mount the file system read-write. The 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. The <command>umount</command> Command file systems unmounting The &man.umount.8; command takes, as a parameter, one of a mountpoint, a device name, or the or option. All forms take to force unmounting, and for verbosity. Be warned that is not generally a good idea. Forcibly unmounting file systems might crash the computer or damage data on the file system. and are used to unmount all mounted file systems, possibly modified by the file system types listed after . , however, does not attempt to unmount the root file system. 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. 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, &man.ps.1; and &man.top.1;. The &man.ps.1; 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 &man.top.1; 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, &man.ps.1; only shows you the commands that are running and are owned by you. For example: &prompt.user; 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 &man.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. TT 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 not necessarily the elapsed time since you started the program, as some 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. &man.ps.1; supports a number of different options to change the information that is displayed. One of the most useful sets is auxww. displays information about all the running processes, not just your own. displays the username of the process' owner, as well as memory usage. displays information about daemon processes, and causes &man.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 &man.top.1; is similar. A sample session looks like this: &prompt.user; 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 &man.ps.1;. As before you can see the PID, the username, the amount of CPU time taken, and the command that was run. &man.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. &man.top.1; automatically updates this display every two seconds; this can be changed with the option. - + 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 daemons (or with any 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 &man.kill.1; or &man.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 &man.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 Not quite true—there are a few things that can not be interrupted. For example, if the process is trying to read from a file that is on another computer on the network, and the other computer has gone away for some reason (been turned off, or the network has a fault), then the process is said to be uninterruptible. Eventually the process will time out, typically after two minutes. As soon as this time out occurs the process will be killed. . 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 &man.kill.1; command, as this example shows. Sending a Signal to a Process This example shows how to send a signal to &man.inetd.8;. The &man.inetd.8; configuration file is /etc/inetd.conf, and &man.inetd.8; will re-read this configuration file when it is sent SIGHUP. Find the process ID of the process you want to send the signal to. Do this using &man.ps.1; and &man.grep.1;. The &man.grep.1; command is used to search through output, looking for the string you specify. This command is run as a normal user, and &man.inetd.8; is run as root, so the options must be given to &man.ps.1;. &prompt.user; ps -ax | grep inetd 198 ?? IWs 0:00.00 inetd -wW So the &man.inetd.8; PID is 198. In some cases the grep inetd command might also occur in this output. This is because of the way &man.ps.1; has to find the list of running processes. Use &man.kill.1; to send the signal. Because &man.inetd.8; is being run by root you must use &man.su.1; to become root first. &prompt.user; su Password: &prompt.root; /bin/kill -s HUP 198 In common most with Unix commands, &man.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 <command>/bin/kill</command>? 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. Killing random process on the system can be a bad idea. In particular, &man.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 &man.kill.1; with before you press Return. Shells shells command line 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. environment variables 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: environment variables 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. Bourne shells To set 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: &prompt.user; setenv EDITOR /usr/local/bin/emacs Under Bourne shells: &prompt.user; 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. 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 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: &prompt.user; chsh -s /usr/local/bin/bash Running chsh with no parameters and editing the shell from there would work also. 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: &prompt.root; echo "/usr/local/bin/bash" >> /etc/shells Then rerun chsh. Text Editors text editors 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. ee 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 means the Ctrl key on the keyboard, so ^e expands to the key combination Ctrle. 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. vi editors vi emacs editors emacs 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. - + 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. 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. MAKEDEV Script On systems without DEVFS (this concerns all FreeBSD versions before 5.0), device nodes are created using the &man.MAKEDEV.8; script as shown below: &prompt.root; cd /dev &prompt.root; sh MAKEDEV ad1 This example would make the proper device nodes for the second IDE drive when installed. <literal>DEVFS</literal> (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 &man.devfs.5; manual page for more information. DEVFS is used by default in FreeBSD 5.0. Virtual consoles & terminals virtual consoles terminal 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. The console 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 This is what i386 means. Note that even if you are not running FreeBSD on an Intel 386 CPU, this is going to be i386. It is not the type of your processor, but the processor architecture that is shown here. . 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. 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. startup scripts Right after FreeBSD boots and finishes running its startup scripts Startup scripts are programs that are run automatically by FreeBSD when booting. Their main function is to set things up for everything else to run, and start any services that you have configured to run in the background doing useful things. , 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. 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 A fairly technical and accurate description of all the details of the FreeBSD console and keyboard drivers can be found in the manual pages of &man.syscons.4;, &man.atkbd.4;, &man.vidcontrol.1; and &man.kbdcontrol.1;. We will not expand on the details here, but the interested reader can always consult the manual pages for a more detailed and thorough explanation of how things work. . You can use AltF1, AltF2, through AltF8 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. The <filename>/etc/ttys</filename> file The default configuration of FreeBSD will start up with 8 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 9 virtual consoles, and enables 8 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 &man.ttys.5; manual page. Single user mode console A detailed description of what single user mode is can be found in . 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 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 though. 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. - + For More Information Manual Pages 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: &prompt.user; man command command is the name of the command you wish to learn about. For example, to learn more about ls command type: &prompt.user; man ls The online manual is divided up into numbered sections: User commands. System calls and error numbers. Functions in the C libraries. Device drivers. File formats. Games and other diversions. Miscellaneous information. System maintenance and operation commands. 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: &prompt.user; 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 &man.chmod.1; refers to the chmod user command and &man.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 switch: &prompt.user; 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: &prompt.user; cd /usr/bin &prompt.user; man -f * or &prompt.user; cd /usr/bin &prompt.user; whatis * which does the same thing. GNU Info Files Free Software Foundation 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 &man.info.1; command, simply type: &prompt.user; info For a brief introduction, type h. For a quick command reference, type ?. diff --git a/en_US.ISO8859-1/books/handbook/book.sgml b/en_US.ISO8859-1/books/handbook/book.sgml index dfd004be84..04ab4ebcd4 100644 --- a/en_US.ISO8859-1/books/handbook/book.sgml +++ b/en_US.ISO8859-1/books/handbook/book.sgml @@ -1,210 +1,210 @@ %man; %bookinfo; %freebsd; %chapters; %authors; %teams; %mailing-lists; %newsgroups; %txtfiles; %pgpkeys; ]> FreeBSD Handbook The FreeBSD Documentation Project February 1999 1995 1996 1997 1998 1999 2000 2001 2002 2003 The FreeBSD Documentation Project &bookinfo.legalnotice; Welcome to FreeBSD! This handbook covers the installation and day to day use of FreeBSD &rel.current;-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 &a.doc;. 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. &chap.preface; - + 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 some Unix basics. 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 of page flipping required. - + 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. - + Appendices &chap.colophon; diff --git a/en_US.ISO8859-1/books/handbook/colophon.sgml b/en_US.ISO8859-1/books/handbook/colophon.sgml index 49d25b3442..a85e4bfe36 100644 --- a/en_US.ISO8859-1/books/handbook/colophon.sgml +++ b/en_US.ISO8859-1/books/handbook/colophon.sgml @@ -1,30 +1,30 @@ - + This book is the combined work of hundreds of contributors to The FreeBSD Documentation Project. The text is authored in SGML according to the DocBook DTD and is formatted from SGML into many different presentation formats using Jade, an open source DSSSL engine. Norm Walsh's DSSSL stylesheets were used with an additional customization layer to provide the presentation instructions for Jade. The printed version of this document would not be possible without Donald Knuth's TeX typesetting language, Leslie Lamport's LaTeX, or Sebastian Rahtz's JadeTeX macro package. diff --git a/en_US.ISO8859-1/books/handbook/config/chapter.sgml b/en_US.ISO8859-1/books/handbook/config/chapter.sgml index a7ee5bce71..85a9d5bcea 100644 --- a/en_US.ISO8859-1/books/handbook/config/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/config/chapter.sgml @@ -1,1766 +1,1766 @@ Chern Lee Written by Mike Smith Based on a tutorial written by Matt Dillon Also based on tuning(7) written by Configuration and Tuning - + Synopsis system configuration/optimization 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 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 (). Be familiar with keeping FreeBSD sources up to date (), and the basics of kernel configuration/compilation (). Initial Configuration Partition Layout Partition layout /etc /var /usr Base Partitions When laying out file systems with &man.disklabel.8; or &man.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 &man.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. Some users have found that &man.sysinstall.8;'s Auto-defaults partition sizer will sometimes select smaller than adequate /var and / partitions. Partition wisely and generously. Swap Partition swap sizing 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, regardless if it's not used much. It might be easier to recover from a runaway program before being forced to reboot. 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. Core Configuration rc files rc.conf 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 default values, not examples. All system-specific changes should be made in the rc.conf file itself. A number of strategies may be applied in clustered applications to separate site-wide configuration from system-specific configuration in order to keep administration overhead down. The recommended approach is to place site-wide configuration into another file, such as /etc/rc.conf.site, and then include this file into /etc/rc.conf, which will contain only system-specific information. As rc.conf is read by &man.sh.1; it is trivial to achieve this. For example: rc.conf: . rc.conf.site hostname="node15.example.com" network_interfaces="fxp0 lo0" ifconfig_fxp0="inet 10.1.1.1" rc.conf.site: defaultrouter="10.1.1.254" saver="daemon" blanktime="100" The rc.conf.site file can then be distributed to every system using rsync or a similar program, while the rc.conf file remains unique. Upgrading the system using &man.sysinstall.8; or make world will not overwrite the rc.conf file, so system configuration information will not be lost. Application Configuration Typically, installed applications have their own configuration files, with their own syntax, etc. It is important that these files be kept separate from the base system, so that they may be easily located and managed by the package management tools. /usr/local/etc Typically, these files are installed in /usr/local/etc. In the case where an application has a large number of configuration files, a subdirectory will be created to hold them. Normally, when a port or package is installed, sample configuration files are also installed. These are usually identified with a .default suffix. If there are no existing configuration files for the application, they will be created by copying the .default files. For example, consider the contents of the directory /usr/local/etc/apache: -rw-r--r-- 1 root wheel 2184 May 20 1998 access.conf -rw-r--r-- 1 root wheel 2184 May 20 1998 access.conf.default -rw-r--r-- 1 root wheel 9555 May 20 1998 httpd.conf -rw-r--r-- 1 root wheel 9555 May 20 1998 httpd.conf.default -rw-r--r-- 1 root wheel 12205 May 20 1998 magic -rw-r--r-- 1 root wheel 12205 May 20 1998 magic.default -rw-r--r-- 1 root wheel 2700 May 20 1998 mime.types -rw-r--r-- 1 root wheel 2700 May 20 1998 mime.types.default -rw-r--r-- 1 root wheel 7980 May 20 1998 srm.conf -rw-r--r-- 1 root wheel 7933 May 20 1998 srm.conf.default The filesize difference shows that only the srm.conf file has been changed. A later update of the Apache port would not overwrite this changed file. Starting Services services It is common for a system to host a number of services. These may be started in several different fashions, each having different advantages. /usr/local/etc/rc.d Software installed from a port or the packages collection will often place a script in /usr/local/etc/rc.d which is invoked at system startup with a argument, and at system shutdown with a argument. This is the recommended way for starting system-wide services that are to be run as root, or that expect to be started as root. These scripts are registered as part of the installation of the package, and will be removed when the package is removed. A generic startup script in /usr/local/etc/rc.d looks like: #!/bin/sh echo -n ' FooBar' case "$1" in start) /usr/local/bin/foobar ;; stop) kill -9 `cat /var/run/foobar.pid` ;; *) echo "Usage: `basename $0` {start|stop}" >&2 exit 64 ;; esac exit 0 The startup scripts of FreeBSD will look in /usr/local/etc/rc.d for scripts that have an .sh extension and are executable by root. Those scripts that are found are called with an option at startup, and at shutdown to allow them to carry out their purpose. So if you wanted the above sample script to be picked up and run at the proper time during system startup, you should save it to a file called FooBar.sh in /usr/local/etc/rc.d and make sure it's executable. You can make a shell script executable with &man.chmod.1; as shown below: &prompt.root; chmod 755 FooBar.sh Some services expect to be invoked by &man.inetd.8; when a connection is received on a suitable port. This is common for mail reader servers (POP and IMAP, etc.). These services are enabled by editing the file /etc/inetd.conf. See &man.inetd.8; for details on editing this file. Some additional system services may not be covered by the toggles in /etc/rc.conf. These are traditionally enabled by placing the command(s) to invoke them in /etc/rc.local. As of FreeBSD 3.1 there is no default /etc/rc.local; if it is created by the administrator it will however be honored in the normal fashion. Note that rc.local is generally regarded as the location of last resort; if there is a better place to start a service, do it there. Do not place any commands in /etc/rc.conf. To start daemons, or run any commands at boot time, place a script in /usr/local/etc/rc.d instead. It is also possible to use the &man.cron.8; daemon to start system services. This approach has a number of advantages, not least being that because &man.cron.8; runs these processes as the owner of the crontab, services may be started and maintained by non-root users. This takes advantage of a feature of &man.cron.8;: the time specification may be replaced by @reboot, which will cause the job to be run when &man.cron.8; is started shortly after system boot. - + Marc Fonvieille Contributed by Setting Up Network Interface Cards Network card configuration Nowadays we can not think about a computer without thinking about a network connection. Adding and configuring a network card is a common task for any FreeBSD administrator. Locating the Correct Driver Network card configuration Locating the driver Before you begin, you should know the model of the card you have, the chip it uses, and whether it is a PCI or ISA card. FreeBSD supports a wide variety of both PCI and ISA cards. Check the Hardware Compatibility List for your release to see if your card is supported. Once you are sure your card is supported, you need to determine the proper driver for the card. The file /usr/src/sys/i386/conf/LINT will give you the list of network interfaces drivers with some information about the supported chipsets/cards. If you have doubts about which driver is the correct one, read the manual page of the driver. The manual page will give you more information about the supported hardware and even the possible problems that could occur. If you own a common card, most of the time you will not have to look very hard for a driver. Drivers for common network cards are present in the GENERIC kernel, so your card should show up during boot, like so: dc0: <82c169 PNIC 10/100BaseTX> port 0xa000-0xa0ff mem 0xd3800000-0xd38 000ff irq 15 at device 11.0 on pci0 dc0: Ethernet address: 00:a0:cc:da:da:da miibus0: <MII bus> on dc0 ukphy0: <Generic IEEE 802.3u media interface> on miibus0 ukphy0: 10baseT, 10baseT-FDX, 100baseTX, 100baseTX-FDX, auto dc1: <82c169 PNIC 10/100BaseTX> port 0x9800-0x98ff mem 0xd3000000-0xd30 000ff irq 11 at device 12.0 on pci0 dc1: Ethernet address: 00:a0:cc:da:da:db miibus1: <MII bus> on dc1 ukphy1: <Generic IEEE 802.3u media interface> on miibus1 ukphy1: 10baseT, 10baseT-FDX, 100baseTX, 100baseTX-FDX, auto In this example, we see that two cards using the &man.dc.4; driver are present on the system. To use your network card, you will need to load the proper driver. This may be accomplished in one of two ways. The easiest way is to simply load a kernel module for your network card with &man.kldload.8;. A module is not available for all network card drivers (ISA cards and cards using the &man.ed.4; driver, for example). Alternatively, you may statically compile the support for your card into your kernel. Check /usr/src/sys/i386/conf/LINT and the manual page of the driver to know what to add in your kernel configuration file. For more information about recompiling your kernel, please see . If your card was detected at boot by your kernel (GENERIC) you do not have to build a new kernel. Configuring the Network Card Network card configuration configuration Once the right driver is loaded for the network card, the card needs to be configured. As with many other things, the network card may have been configured at installation time by sysinstall. To display the configuration for the network interfaces on your system, enter the following command: &prompt.user; ifconfig dc0: flags=8843<UP,BROADCAST,RUNNING,SIMPLEX,MULTICAST> mtu 1500 inet 192.168.1.3 netmask 0xffffff00 broadcast 192.168.1.255 ether 00:a0:cc:da:da:da media: Ethernet autoselect (100baseTX <full-duplex>) status: active dc1: flags=8843<UP,BROADCAST,RUNNING,SIMPLEX,MULTICAST> mtu 1500 inet 10.0.0.1 netmask 0xffffff00 broadcast 10.0.0.255 ether 00:a0:cc:da:da:db media: Ethernet 10baseT/UTP status: no carrier lp0: flags=8810<POINTOPOINT,SIMPLEX,MULTICAST> mtu 1500 lo0: flags=8049<UP,LOOPBACK,RUNNING,MULTICAST> mtu 16384 inet 127.0.0.1 netmask 0xff000000 tun0: flags=8010<POINTOPOINT,MULTICAST> mtu 1500 Old versions of FreeBSD may require the option following &man.ifconfig.8;, for more details about the correct syntax of &man.ifconfig.8;, please refer to the manual page. Note also that entries concerning IPv6 (inet6 etc.) were omitted in this example. In this example, the following devices were displayed: dc0: The first Ethernet interface dc1: The second Ethernet interface lp0: The parallel port interface lo0: The loopback device tun0: The tunnel device used by ppp FreeBSD uses the driver name followed by the order in which one the card is detected at the kernel boot to name the network card. For example sis2 would be the third network card on the system using the &man.sis.4; driver. In this example, the dc0 device is up and running. The key indicators are: UP means that the card is configured and ready. The card has an Internet (inet) address (in this case 192.168.1.3). It has a valid subnet mask (netmask; 0xffffff00 is the same as 255.255.255.0). It has a valid broadcast address (in this case, 192.168.1.255). The MAC address of the card (ether) is 00:a0:cc:da:da:da The physical media selection is on autoselection mode (media: Ethernet autoselect (100baseTX <full-duplex>)). We see that dc1 was configured to run with 10baseT/UTP media. For more information on available media types for a driver, please refer to its manual page. The status of the link (status) is active, i.e. the carrier is detected. For dc1, we see status: no carrier. This is normal when an ethernet cable is not plugged into the card. If the &man.ifconfig.8; output had shown something similar to: dc0: flags=8843<BROADCAST,SIMPLEX,MULTICAST> mtu 1500 ether 00:a0:cc:da:da:da it would indicate the card has not been configured. To configure your card, you need root privileges. The network card configuration can be done from the command line with &man.ifconfig.8; but you would have to do it after each reboot of the system. The file /etc/rc.conf is where to add the network card's configuration. Open /etc/rc.conf in your favorite editor. You need to add a line for each network card present on the system, for example in our case, we added these lines: ifconfig_dc0="inet 192.168.1.3 netmask 255.255.255.0" ifconfig_dc1="inet 10.0.0.1 netmask 255.255.255.0 media 10baseT/UTP" You have to replace dc0, dc1, and so on, with the correct device for your cards, and the addresses with the proper ones. You should read the card driver and &man.ifconfig.8; manual pages for more details about the allowed options and also &man.rc.conf.5; manual page for more information on the syntax of /etc/rc.conf. If you configured the network during installation, some lines about the network card(s) may be already present. Double check /etc/rc.conf before adding any lines. You will also have to edit the file /etc/hosts to add the names and the IP addresses of various machines of the LAN, if they are not already there. For more information please refer to &man.hosts.5; and to /usr/share/examples/etc/hosts. Testing and Troubleshooting Once you have made the necessary changes in /etc/rc.conf, you should reboot your system. This will allow the change(s) to the interface(s) to be applied, and verify that the system restarts without any configuration errors. Once the system has been rebooted, you should test the network interfaces. Testing the Ethernet Card Network card configuration Testing the card To verify that an Ethernet card is configured correctly, you have to try two things. First, ping the interface itself, and then ping another machine on the LAN. First let's test the interface: &prompt.user; ping -c5 192.168.1.3 PING 192.168.1.3 (192.168.1.3): 56 data bytes 64 bytes from 192.168.1.3: icmp_seq=0 ttl=64 time=0.082 ms 64 bytes from 192.168.1.3: icmp_seq=1 ttl=64 time=0.074 ms 64 bytes from 192.168.1.3: icmp_seq=2 ttl=64 time=0.076 ms 64 bytes from 192.168.1.3: icmp_seq=3 ttl=64 time=0.108 ms 64 bytes from 192.168.1.3: icmp_seq=4 ttl=64 time=0.076 ms --- 192.168.1.3 ping statistics --- 5 packets transmitted, 5 packets received, 0% packet loss round-trip min/avg/max/stddev = 0.074/0.083/0.108/0.013 ms Now we have to ping another machine on the LAN: &prompt.user; ping -c5 192.168.1.2 PING 192.168.1.2 (192.168.1.2): 56 data bytes 64 bytes from 192.168.1.2: icmp_seq=0 ttl=64 time=0.726 ms 64 bytes from 192.168.1.2: icmp_seq=1 ttl=64 time=0.766 ms 64 bytes from 192.168.1.2: icmp_seq=2 ttl=64 time=0.700 ms 64 bytes from 192.168.1.2: icmp_seq=3 ttl=64 time=0.747 ms 64 bytes from 192.168.1.2: icmp_seq=4 ttl=64 time=0.704 ms --- 192.168.1.2 ping statistics --- 5 packets transmitted, 5 packets received, 0% packet loss round-trip min/avg/max/stddev = 0.700/0.729/0.766/0.025 ms You could also use the machine name instead of 192.168.1.2 if you have set up the /etc/hosts file. Troubleshooting Network card configuration Troubleshooting Where can I find information about possible trouble I may experience with my network card? The manual page of the driver is the first piece of documentation to read. The mailing lists archives can also be useful. When I try to ping a machine on my LAN, I get this message: ping: sendto: Permission denied. This means that you do not have permission to send ICMP packets. Check to see if a firewall is running on the machine and if there are any rules blocking ICMP. I see a lot of watchdog timeout messages in the system logs, and when I try to ping a machine on the LAN, I get this message: ping: sendto: No route to host. The first thing to do is to check your network cable. Many cards require a PCI slot supporting the Bus Mastering. On some old motherboards, only one PCI slot allows it (most of time slot 0). Check the network card and the motherboard documentation to determine if that may be the problem. I see a lot of device timeout messages in the system logs, and my network card does not work. Having one or two of these messages is sometimes normal with some cards. However, if they persist and the network is not usable, make sure the network cable is plugged in and that there are no IRQ conflicts between the network card and another device (or devices) on the system. The performance of the card is poor, what can I do? It is difficult to answer to that question. What is your definition of poor performance? Double check everything in your configuration, read the &man.tuning.7; manual page, and try to avoid cheap network cards. Many users have noted that setting the media selection mode to autoselect results in bad performance on some hardware. Are there any recommended network cards or cards I should stay away from? You should avoid cheap cards for serious usage. Cheap cards often use buggy chipsets, and most of time do not provide very good performance. Many FreeBSD users like cards using the &man.fxp.4; chipset, however, this does not mean that all other chipsets are bad. Virtual Hosts virtual hosts ip aliases A very common use of FreeBSD is virtual site hosting, where one server appears to the network as many servers. This is achieved by assigning multiple network addresses to a single interface. A given network interface has one real address, and may have any number of alias addresses. These aliases are normally added by placing alias entries in /etc/rc.conf. An alias entry for the interface fxp0 looks like: ifconfig_fxp0_alias0="inet xxx.xxx.xxx.xxx netmask xxx.xxx.xxx.xxx" Note that alias entries must start with alias0 and proceed upwards in order, (for example, _alias1, _alias2, and so on). The configuration process will stop at the first missing number. The calculation of alias netmasks is important, but fortunately quite simple. For a given interface, there must be one address which correctly represents the network's netmask. Any other addresses which fall within this network must have a netmask of all 1's. For example, consider the case where the fxp0 interface is connected to two networks, the 10.1.1.0 network with a netmask of 255.255.255.0 and the 202.0.75.16 network with a netmask of 255.255.255.240. We want the system to appear at 10.1.1.1 through 10.1.1.5 and at 202.0.75.17 through 202.0.75.20. The following entries configure the adapter correctly for this arrangement: ifconfig_fxp0="inet 10.1.1.1 netmask 255.255.255.0" ifconfig_fxp0_alias0="inet 10.1.1.2 netmask 255.255.255.255" ifconfig_fxp0_alias1="inet 10.1.1.3 netmask 255.255.255.255" ifconfig_fxp0_alias2="inet 10.1.1.4 netmask 255.255.255.255" ifconfig_fxp0_alias3="inet 10.1.1.5 netmask 255.255.255.255" ifconfig_fxp0_alias4="inet 202.0.75.17 netmask 255.255.255.240" ifconfig_fxp0_alias5="inet 202.0.75.18 netmask 255.255.255.255" ifconfig_fxp0_alias6="inet 202.0.75.19 netmask 255.255.255.255" ifconfig_fxp0_alias7="inet 202.0.75.20 netmask 255.255.255.255" Configuration Files <filename>/etc</filename> Layout There are a number of directories in which configuration information is kept. These include: /etc Generic system configuration information; data here is system-specific. /etc/defaults Default versions of system configuration files. /etc/mail Extra &man.sendmail.8; configuration, other MTA configuration files. /etc/ppp Configuration for both user- and kernel-ppp programs. /etc/namedb Default location for &man.named.8; data. Normally named.conf and zone files are stored here. /usr/local/etc Configuration files for installed applications. May contain per-application subdirectories. /usr/local/etc/rc.d Start/stop scripts for installed applications. /var/db Automatically generated system-specific database files, such as the package database, the locate database, and so on Hostnames hostname DNS <filename>/etc/resolv.conf</filename> resolv.conf /etc/resolv.conf dictates how FreeBSD's resolver accesses the Internet Domain Name System (DNS). The most common entries to resolv.conf are: nameserver The IP address of a name server the resolver should query. The servers are queried in the order listed with a maximum of three. search Search list for hostname lookup. This is normally determined by the domain of the local hostname. domain The local domain name. A typical resolv.conf: search example.com nameserver 147.11.1.11 nameserver 147.11.100.30 Only one of the search and domain options should be used. If you are using DHCP, &man.dhclient.8; usually rewrites resolv.conf with information received from the DHCP server. <filename>/etc/hosts</filename> hosts /etc/hosts is a simple text database reminiscent of the old Internet. It works in conjunction with DNS and NIS providing name to IP address mappings. Local computers connected via a LAN can be placed in here for simplistic naming purposes instead of setting up a &man.named.8; server. Additionally, /etc/hosts can be used to provide a local record of Internet names, reducing the need to query externally for commonly accessed names. # $FreeBSD$ # # Host Database # This file should contain the addresses and aliases # for local hosts that share this file. # In the presence of the domain name service or NIS, this file may # not be consulted at all; see /etc/nsswitch.conf for the resolution order. # # ::1 localhost localhost.my.domain myname.my.domain 127.0.0.1 localhost localhost.my.domain myname.my.domain # # Imaginary network. #10.0.0.2 myname.my.domain myname #10.0.0.3 myfriend.my.domain myfriend # # According to RFC 1918, you can use the following IP networks for # private nets which will never be connected to the Internet: # # 10.0.0.0 - 10.255.255.255 # 172.16.0.0 - 172.31.255.255 # 192.168.0.0 - 192.168.255.255 # # In case you want to be able to connect to the Internet, you need # real official assigned numbers. PLEASE PLEASE PLEASE do not try # to invent your own network numbers but instead get one from your # network provider (if any) or from the Internet Registry (ftp to # rs.internic.net, directory `/templates'). # /etc/hosts takes on the simple format of: [Internet address] [official hostname] [alias1] [alias2] ... For example: 10.0.0.1 myRealHostname.example.com myRealHostname foobar1 foobar2 Consult &man.hosts.5; for more information. Log File Configuration log files <filename>syslog.conf</filename> syslog.conf syslog.conf is the configuration file for the &man.syslogd.8; program. It indicates which types of syslog messages are logged to particular log files. # $FreeBSD$ # # Spaces ARE valid field separators in this file. However, # other *nix-like systems still insist on using tabs as field # separators. If you are sharing this file between systems, you # may want to use only tabs as field separators here. # Consult the syslog.conf(5) manual page. *.err;kern.debug;auth.notice;mail.crit /dev/console *.notice;kern.debug;lpr.info;mail.crit;news.err /var/log/messages security.* /var/log/security mail.info /var/log/maillog lpr.info /var/log/lpd-errs cron.* /var/log/cron *.err root *.notice;news.err root *.alert root *.emerg * # uncomment this to log all writes to /dev/console to /var/log/console.log #console.info /var/log/console.log # uncomment this to enable logging of all log messages to /var/log/all.log #*.* /var/log/all.log # uncomment this to enable logging to a remote log host named loghost #*.* @loghost # uncomment these if you're running inn # news.crit /var/log/news/news.crit # news.err /var/log/news/news.err # news.notice /var/log/news/news.notice !startslip *.* /var/log/slip.log !ppp *.* /var/log/ppp.log Consult the &man.syslog.conf.5; manual page for more information. <filename>newsyslog.conf</filename> newsyslog.conf newsyslog.conf is the configuration file for &man.newsyslog.8;, a program that is normally scheduled to run by &man.cron.8;. &man.newsyslog.8; determines when log files require archiving or rearranging. logfile is moved to logfile.0, logfile.0 is moved to logfile.1, and so on. Alternatively, the log files may be archived in &man.gzip.1; format causing them to be named: logfile.0.gz, logfile.1.gz, and so on. newsyslog.conf indicates which log files are to be managed, how many are to be kept, and when they are to be touched. Log files can be rearranged and/or archived when they have either reached a certain size, or at a certain periodic time/date. # configuration file for newsyslog # $FreeBSD$ # # filename [owner:group] mode count size when [ZB] [/pid_file] [sig_num] /var/log/cron 600 3 100 * Z /var/log/amd.log 644 7 100 * Z /var/log/kerberos.log 644 7 100 * Z /var/log/lpd-errs 644 7 100 * Z /var/log/maillog 644 7 * @T00 Z /var/log/sendmail.st 644 10 * 168 B /var/log/messages 644 5 100 * Z /var/log/all.log 600 7 * @T00 Z /var/log/slip.log 600 3 100 * Z /var/log/ppp.log 600 3 100 * Z /var/log/security 600 10 100 * Z /var/log/wtmp 644 3 * @01T05 B /var/log/daily.log 640 7 * @T00 Z /var/log/weekly.log 640 5 1 $W6D0 Z /var/log/monthly.log 640 12 * $M1D0 Z /var/log/console.log 640 5 100 * Z Consult the &man.newsyslog.8; manual page for more information. <filename>sysctl.conf</filename> sysctl.conf sysctl sysctl.conf looks much like rc.conf. Values are set in a variable=value form. The specified values are set after the system goes into multi-user mode. Not all variables are settable in this mode. A sample sysctl.conf turning off logging of fatal signal exits and letting Linux programs know they are really running under FreeBSD: kern.logsigexit=0 # Do not log fatal signal exits (e.g. sig 11) compat.linux.osname=FreeBSD compat.linux.osrelease=4.3-STABLE Tuning with sysctl sysctl Tuning with sysctl &man.sysctl.8; is an interface that allows you to make changes to a running FreeBSD system. This includes many advanced options of the TCP/IP stack and virtual memory system that can dramatically improve performance for an experienced system administrator. Over five hundred system variables can be read and set using &man.sysctl.8;. At its core, &man.sysctl.8; serves two functions: to read and to modify system settings. To view all readable variables: &prompt.user; sysctl -a To read a particular variable, for example, kern.maxproc: &prompt.user; sysctl kern.maxproc kern.maxproc: 1044 To set a particular variable, use the intuitive variable=value syntax: &prompt.root; sysctl kern.maxfiles=5000 kern.maxfiles: 2088 -> 5000 Settings of sysctl variables are usually either strings, numbers, or booleans (a boolean being 1 for yes or a 0 for no). Tuning Disks Sysctl Variables <varname>vfs.vmiodirenable</varname> vfs.vmiodirenable The vfs.vmiodirenable sysctl variable may be set to either 0 (off) or 1 (on); it is 1 by default. This variable controls how directories are cached by the system. Most directories are small, using just a single fragment (typically 1 K) in the file system and less (typically 512 bytes) in the buffer cache. However, when operating in the default mode the buffer cache will only cache a fixed number of directories even if you have a huge amount of memory. Turning on this sysctl allows the buffer cache to use the VM Page Cache to cache the directories, making all the memory available for caching directories. However, the minimum in-core memory used to cache a directory is the physical page size (typically 4 K) rather than 512 bytes. We recommend turning this option on if you are running any services which manipulate large numbers of files. Such services can include web caches, large mail systems, and news systems. Turning on this option will generally not reduce performance even with the wasted memory but you should experiment to find out. <varname>hw.ata.wc</varname> hw.ata.wc FreeBSD 4.3 flirted with turning off IDE write caching. This reduced write bandwidth to IDE disks but was considered necessary due to serious data consistency issues introduced by hard drive vendors. The problem is that IDE drives lie about when a write completes. With IDE write caching turned on, IDE hard drives not only write data to disk out of order, but will sometimes delay writing some blocks indefinitely when under heavy disk loads. A crash or power failure may cause serious file system corruption. FreeBSD's default was changed to be safe. Unfortunately, the result was such a huge performance loss that we changed write caching back to on by default after the release. You should check the default on your system by observing the hw.ata.wc sysctl variable. If IDE write caching is turned off, you can turn it back on by setting the kernel variable back to 1. This must be done from the boot loader at boot time. Attempting to do it after the kernel boots will have no effect. For more information, please see &man.ata.4;. Soft Updates Soft Updates tunefs The &man.tunefs.8; program can be used to fine-tune a file system. This program has many different options, but for now we are only concerned with toggling Soft Updates on and off, which is done by: &prompt.root; tunefs -n enable /filesystem &prompt.root; tunefs -n disable /filesystem A filesystem cannot be modified with &man.tunefs.8; while it is mounted. A good time to enable Soft Updates is before any partitions have been mounted, in single-user mode. As of FreeBSD 4.5, it is possible to enable Soft Updates at filesystem creation time, through use of the -U option to &man.newfs.8;. Soft Updates drastically improves meta-data performance, mainly file creation and deletion, through the use of a memory cache. We recommend to use Soft Updates on all of your filesystems. There are two downsides to Soft Updates that you should be aware of: First, Soft Updates guarantees filesystem consistency in the case of a crash but could very easily be several seconds (even a minute!) behind updating the physical disk. If your system crashes you may lose more work than otherwise. Secondly, Soft Updates delays the freeing of filesystem blocks. If you have a filesystem (such as the root filesystem) which is almost full, performing a major update, such as make installworld, can cause the filesystem to run out of space and the update to fail. More details about Soft Updates Soft Updates (Details) There are two traditional approaches to writing a filesystems meta-data back to disk. (Meta-data updates are updates to non-content data like inodes or directories.) Historically, the default behavior was to write out meta-data updates synchronously. If a directory had been changed, the system waited until the change was actually written to disk. The file data buffers (file contents) were passed through the buffer cache and backed up to disk later on asynchronously. The advantage of this implementation is that it operates safely. If there is a failure during an update, the meta-data are always in a consistent state. A file is either created completely or not at all. If the data blocks of a file did not find their way out of the buffer cache onto the disk by the time of the crash, &man.fsck.8; is able to recognize this and repair the filesystem by setting the file length to 0. Additionally, the implementation is clear and simple. The disadvantage is that meta-data changes are slow. An rm -r, for instance, touches all the files in a directory sequentially, but each directory change (deletion of a file) will be written synchronously to the disk. This includes updates to the directory itself, to the inode table, and possibly to indirect blocks allocated by the file. Similar considerations apply for unrolling large hierarchies (tar -x). The second case is asynchronous meta-data updates. This is the default for Linux/ext2fs and mount -o async for *BSD ufs. All meta-data updates are simply being passed through the buffer cache too, that is, they will be intermixed with the updates of the file content data. The advantage of this implementation is there is no need to wait until each meta-data update has been written to disk, so all operations which cause huge amounts of meta-data updates work much faster than in the synchronous case. Also, the implementation is still clear and simple, so there is a low risk for bugs creeping into the code. The disadvantage is that there is no guarantee at all for a consistent state of the filesystem. If there is a failure during an operation that updated large amounts of meta-data (like a power failure, or someone pressing the reset button), the filesystem will be left in an unpredictable state. There is no opportunity to examine the state of the filesystem when the system comes up again; the data blocks of a file could already have been written to the disk while the updates of the inode table or the associated directory were not. It is actually impossible to implement a fsck which is able to clean up the resulting chaos (because the necessary information is not available on the disk). If the filesystem has been damaged beyond repair, the only choice is to use &man.newfs.8; on it and restore it from backup. The usual solution for this problem was to implement dirty region logging, which is also referred to as journaling, although that term is not used consistently and is occasionally applied to other forms of transaction logging as well. Meta-data updates are still written synchronously, but only into a small region of the disk. Later on they will be moved to their proper location. Because the logging area is a small, contiguous region on the disk, there are no long distances for the disk heads to move, even during heavy operations, so these operations are quicker than synchronous updates. Additionally the complexity of the implementation is fairly limited, so the risk of bugs being present is low. A disadvantage is that all meta-data are written twice (once into the logging region and once to the proper location) so for normal work, a performance pessimization might result. On the other hand, in case of a crash, all pending meta-data operations can be quickly either rolled-back or completed from the logging area after the system comes up again, resulting in a fast filesystem startup. Kirk McKusick, the developer of Berkeley FFS, solved this problem with Soft Updates: all pending meta-data updates are kept in memory and written out to disk in a sorted sequence (ordered meta-data updates). This has the effect that, in case of heavy meta-data operations, later updates to an item catch the earlier ones if the earlier ones are still in memory and have not already been written to disk. So all operations on, say, a directory are generally performed in memory before the update is written to disk (the data blocks are sorted according to their position so that they will not be on the disk ahead of their meta-data). If the system crashes, this causes an implicit log rewind: all operations which did not find their way to the disk appear as if they had never happened. A consistent filesystem state is maintained that appears to be the one of 30 to 60 seconds earlier. The algorithm used guarantees that all resources in use are marked as such in their appropriate bitmaps: blocks and inodes. After a crash, the only resource allocation error that occurs is that resources are marked as used which are actually free. &man.fsck.8; recognizes this situation, and frees the resources that are no longer used. It is safe to ignore the dirty state of the filesystem after a crash by forcibly mounting it with mount -f. In order to free resources that may be unused, &man.fsck.8; needs to be run at a later time. This is the idea behind the background fsck: at system startup time, only a snapshot of the filesystem is recorded. The fsck can be run later on. All filesystems can then be mounted dirty, so the system startup proceeds in multiuser mode. Then, background fscks will be scheduled for all filesystems where this is required, to free resources that may be unused. (Filesystems that do not use Soft Updates still need the usual foreground fsck though.) The advantage is that meta-data operations are nearly as fast as asynchronous updates (i.e. faster than with logging, which has to write the meta-data twice). The disadvantages are the complexity of the code (implying a higher risk for bugs in an area that is highly sensitive regarding loss of user data), and a higher memory consumption. Additionally there are some idiosyncrasies one has to get used to. After a crash, the state of the filesystem appears to be somewhat older. In situations where the standard synchronous approach would have caused some zero-length files to remain after the fsck, these files do not exist at all with a Soft Updates filesystem because neither the meta-data nor the file contents have ever been written to disk. Disk space is not released until the updates have been written to disk, which may take place some time after running rm. This may cause problems when installing large amounts of data on a filesystem that does not have enough free space to hold all the files twice. Tuning Kernel Limits Tuning kernel limits File/Process Limits <varname>kern.maxfiles</varname> kern.maxfiles kern.maxfiles can be raised or lowered based upon your system requirements. This variable indicates the maximum number of file descriptors on your system. When the file descriptor table is full, file: table is full will show up repeatedly in the system message buffer, which can be viewed with the dmesg command. Each open file, socket, or fifo uses one file descriptor. A large-scale production server may easily require many thousands of file descriptors, depending on the kind and number of services running concurrently. kern.maxfile's default value is dictated by the option in your kernel configuration file. kern.maxfiles grows proportionally to the value of . When compiling a custom kernel, it is a good idea to set this kernel configuration option according to the uses of your system. From this number, the kernel is given most of its pre-defined limits. Even though a production machine may not actually have 256 users connected as once, the resources needed may be similar to a high-scale web server. As of FreeBSD 4.5, setting to 0 in your kernel configuration file will choose a reasonable default value based on the amount of RAM present in your system. Network Limits The kernel configuration option dictates the amount of network mbufs available to the system. A heavily-trafficked server with a low number of MBUFs will hinder FreeBSD's ability. Each cluster represents approximately 2 K of memory, so a value of 1024 represents 2 megabytes of kernel memory reserved for network buffers. A simple calculation can be done to figure out how many are needed. If you have a web server which maxes out at 1000 simultaneous connections, and each connection eats a 16 K receive and 16 K send buffer, you need approximately 32 MB worth of network buffers to cover the web server. A good rule of thumb is to multiply by 2, so 2x32 MB / 2 KB = 64 MB / 2 kB = 32768. Adding Swap Space No matter how well you plan, sometimes a system doesn't run as you expect. If you find you need more swap space, it's simple enough to add. You have three ways to increase swap space: adding a new hard drive, enabling swap over NFS, and creating a swap file on an existing partition. Swap on a New Hard Drive The best way to add swap, of course, is to use this as an excuse to add another hard drive. You can always use another hard drive, after all. If you can do this, go reread the discussion of swap space from the Initial Configuration section of the Handbook for some suggestions on how to best arrange your swap. Swapping over NFS Swapping over NFS is only recommended if you do not have a local hard disk to swap to. Swapping over NFS is slow and inefficient in versions of FreeBSD prior to 4.X. It is reasonably fast and efficient in 4.0-RELEASE and newer. Even with newer versions of FreeBSD, NFS swapping will be limited by the available network bandwidth and puts an additional burden on the NFS server. Swapfiles You can create a file of a specified size to use as a swap file. In our example here we will use a 64MB file called /usr/swap0. You can use any name you want, of course. Creating a Swapfile on FreeBSD 4.X Be certain that your kernel configuration includes the vnode driver. It is not in recent versions of GENERIC. pseudo-device vn 1 #Vnode driver (turns a file into a device) create a vn-device: &prompt.root; cd /dev &prompt.root; sh MAKEDEV vn0 create a swapfile (/usr/swap0): &prompt.root; dd if=/dev/zero of=/usr/swap0 bs=1024k count=64 set proper permissions on (/usr/swap0): &prompt.root; chmod 0600 /usr/swap0 enable the swap file in /etc/rc.conf: swapfile="/usr/swap0" # Set to name of swapfile if aux swapfile desired. Reboot the machine or to enable the swap file immediately, type: &prompt.root; vnconfig -e /dev/vn0b /usr/swap0 swap Creating a Swapfile on FreeBSD 5.X Be certain that your kernel configuration includes the memory disk driver (&man.md.4;). It is default in GENERIC kernel. device md # Memory "disks" create a swapfile (/usr/swap0): &prompt.root; dd if=/dev/zero of=/usr/swap0 bs=1024k count=64 set proper permissions on (/usr/swap0): &prompt.root; chmod 0600 /usr/swap0 enable the swap file in /etc/rc.conf: swapfile="/usr/swap0" # Set to name of swapfile if aux swapfile desired. Reboot the machine or to enable the swap file immediately, type: &prompt.root; mdconfig -a -t vnode -f /usr/swap0 -u 0 && swapon /dev/md0 Hiten Pandya Written by Tom Rhodes ACPI and FreeBSD It is very important to utilize hardware resources in an efficient manner. Before ACPI was introduced, it was very difficult and inflexible for operating systems to manage the power usage and thermal properties of a system. The hardware was either controlled by some sort of BIOS embedded interface, i.e.: Plug and Play BIOS (PNPBIOS), Advanced Power Management (APM) and so on. Power and Resource Management is one of the key components of a modern operating system. For example, you would want an operating system to monitor system limits (and possibly take an action), in case your system temperature increased unexpectedly. In this section of the FreeBSD Handbook, we will provide comprehensive information about ACPI. References will be provided for further reading, at the end. Please be aware that ACPI is only available on FreeBSD 5.X and above. What is ACPI? Advanced Configuration and Power Interface (ACPI) is a standard written by an alliance of vendors to provide a standard interface for hardware resources and power management (hence the name). It is a key element in Operating System-directed configuration and Power Management, i.e.: it provides more control and flexibility to the operating system (OS). Modern systems stretched the limits of the current Plug and Play interfaces (such as APM, which is used in FreeBSD 4.X), prior to the introduction of ACPI. ACPI is the direct successor to APM (Advanced Power Management). Configuring <acronym>ACPI</acronym> The acpi.ko driver is loaded by default at start up by the &man.loader.8; and should not be compiled into the kernel. The reasoning behind this is that modules are easier to work with, say if switching to another acpi.ko without doing a kernel rebuild. This has the advantage of making testing easier. Another reason is that starting ACPI after a system has been brought up is not too useful, and in some cases can be fatal. In doubt, just disable ACPI all together. This driver should not and can not be unloaded because the system bus uses it for various hardware interactions. ACPI can be disabled with the &man.acpiconf.8; utility. In fact most of the interaction with ACPI can be done via &man.acpiconf.8;. Basically this means, if anything about ACPI is in the &man.dmesg.8; output, then most likely it is already running. ACPI and APM cannot coexist and should be used separately. The last one to load will terminate if the driver notices the other running. In the simplest form, ACPI can be used to put the system into a sleep mode with &man.acpiconf.8;, the flag, and a 1-5 option. Most users will only need 1. Option 5 will do a soft-off which is the same action as: &prompt.root; halt -p The other options are available. Check out the &man.acpiconf.8; manual page for more information. Debugging <acronym>ACPI</acronym> Almost everything in ACPI is transparent, until it does not work. That is usually when you as a user will know there is something not working properly. diff --git a/en_US.ISO8859-1/books/handbook/cutting-edge/chapter.sgml b/en_US.ISO8859-1/books/handbook/cutting-edge/chapter.sgml index 67c55e34e8..f82983cd85 100644 --- a/en_US.ISO8859-1/books/handbook/cutting-edge/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/cutting-edge/chapter.sgml @@ -1,1859 +1,1859 @@ Jim Mock Restructured, reorganized, and parts updated by Jordan Hubbard Original work by Poul-Henning Kamp John Polstra Nik Clayton The Cutting Edge - + Synopsis &os; is under constant development between releases. For people who want to be on the cutting edge, there are several easy mechanisms for keeping your system in sync with the latest developments. Be warned—the cutting edge is not for everyone! This chapter will help you decide if you want to track the development system, or stick with one of the released versions. After reading this chapter, you will know: The difference between the two development branches: &os.stable; and &os.current;. How to keep your system up to date with CVSup, CVS, or CTM. How to rebuild and reinstall the entire base system with make world. Before reading this chapter, you should: Properly setup your network connection (). Know how to install additional third-party software (). &os.current; vs. &os.stable; -CURRENT -STABLE There are two development branches to FreeBSD: &os.current; and &os.stable;. This section will explain a bit about each and describe how to keep your system up-to-date with each respective tree. &os.current; will be discussed first, then &os.stable;. Staying Current with &os; As you read this, keep in mind that &os.current; is the bleeding edge of &os; development. &os.current; users are expected to have a high degree of technical skill, and should be capable of solving difficult system problems on their own. If you are new to &os;, think twice before installing it. What Is &os.current;? snapshot &os.current; is the latest working sources for &os;. This includes work in progress, experimental changes, and transitional mechanisms that might or might not be present in the next official release of the software. While many &os; developers compile the &os.current; source code daily, there are periods of time when the sources are not buildable. These problems are resolved as expeditiously as possible, but whether or not &os.current; brings disaster or greatly desired functionality can be a matter of which exact moment you grabbed the source code in! Who Needs &os.current;? &os.current; is made available for 3 primary interest groups: Members of the &os; group who are actively working on some part of the source tree and for whom keeping current is an absolute requirement. Members of the &os; group who are active testers, willing to spend time solving problems in order to ensure that &os.current; remains as sane as possible. These are also people who wish to make topical suggestions on changes and the general direction of &os;, and submit patches to implement them. Those who merely wish to keep an eye on things, or to use the current sources for reference purposes (e.g. for reading, not running). These people also make the occasional comment or contribute code. What Is &os.current; <emphasis>Not</emphasis>? A fast-track to getting pre-release bits because you heard there is some cool new feature in there and you want to be the first on your block to have it. Being the first on the block to get the new feature means that you're the first on the block to get the new bugs. A quick way of getting bug fixes. Any given version of &os.current; is just as likely to introduce new bugs as to fix existing ones. In any way officially supported. We do our best to help people genuinely in one of the 3 legitimate &os.current; groups, but we simply do not have the time to provide tech support. This is not because we are mean and nasty people who do not like helping people out (we would not even be doing &os; if we were). We simply cannot answer hundreds messages a day and work on FreeBSD! Given the choice between improving &os; and answering lots of questions on experimental code, the developers opt for the former. Using &os.current; -CURRENT using Join the &a.current; and the &a.cvsall;. This is not just a good idea, it is essential. If you are not on the &a.current;, you will not see the comments that people are making about the current state of the system and thus will probably end up stumbling over a lot of problems that others have already found and solved. Even more importantly, you will miss out on important bulletins which may be critical to your system's continued health. The &a.cvsall; will allow you to see the commit log entry for each change as it is made along with any pertinent information on possible side-effects. To join these lists, send mail to &a.majordomo; and specify the following in the body of your message: subscribe freebsd-current subscribe cvs-all Majordomo Optionally, you can also say help and Majordomo will send you full help on how to subscribe and unsubscribe to the various other mailing lists we support. Grab the sources from ftp.FreeBSD.org. You can do this in one of three ways: cvsup cron -CURRENT Syncing with CVSup Use the cvsup program with this supfile. This is the most recommended method, since it allows you to grab the entire collection once and then only what has changed from then on. Many people run cvsup from cron and keep their sources up-to-date automatically. You have to customize the sample supfile above, and configure cvsup for your environment. If you want help doing this configuration, simply type: &prompt.root; pkg_add -f ftp://ftp.freebsd.org/pub/FreeBSD/ports/i386/packages/Latest/cvsupit.tgz -CURRENT Downloading with ftp Use ftp. The source tree for &os.current; is always exported on: ftp://ftp.FreeBSD.org/pub/FreeBSD/FreeBSD-current/. Some of our FTP mirrors may also allow compressed/tarred grabbing of whole trees. For example you see: usr.bin/lex You can do the following to get the whole directory as a tar file: ftp> cd usr.bin ftp> get lex.tar -CURRENT Syncing with CTM Use the CTM facility. If you have very bad connectivity (high price connections or only email access) CTM is an option. However, it is a lot of hassle and can give you broken files. This leads to it being rarely used, which again increases the chance of it not working for fairly long periods of time. We recommend using CVSup for anybody with a 9600 bps modem or faster connection. If you are grabbing the sources to run, and not just look at, then grab all of &os.current;, not just selected portions. The reason for this is that various parts of the source depend on updates elsewhere, and trying to compile just a subset is almost guaranteed to get you into trouble. -CURRENT compiling Before compiling &os.current;, read the Makefile in /usr/src carefully. You should at least run a make world the first time through as part of the upgrading process. Reading the &a.current; will keep you up-to-date on other bootstrapping procedures that sometimes become necessary as we move toward the next release. Be active! If you are running &os.current;, we want to know what you have to say about it, especially if you have suggestions for enhancements or bug fixes. Suggestions with accompanying code are received most enthusiastically! Staying Stable with &os; What Is &os.stable;? -STABLE &os.stable; is our development branch from which major releases are made. Changes go into this branch at a different pace, and with the general assumption that they have first gone into &os.current; for testing. This is still a development branch, however, and this means that at any given time, the sources for &os.stable; may or may not be suitable for any particular purpose. It is simply another engineering development track, not a resource for end-users. Who Needs &os.stable;? If you are interested in tracking or contributing to the FreeBSD development process, especially as it relates to the next point release of FreeBSD, then you should consider following &os.stable;. While it is true that security fixes also go into the &os.stable; branch, you do not need to track &os.stable; to do this. Every security advisory for FreeBSD explains how to fix the problem for the releases it affects That is not quite true. We can not continue to support old releases of FreeBSD forever, although we do support them for many years. For a complete description of the current security policy for old releases of FreeBSD, please see http://www.FreeBSD.org/security/ , and tracking an entire development branch just for security reasons is likely to bring in a lot of unwanted changes as well. Although we endeavor to ensure that the &os.stable; branch compiles and runs at all times, this cannot be guaranteed. In addition, while code is developed in &os.current; before including it in &os.stable;, more people run &os.stable; than &os.current;, so it is inevitable that bugs and corner cases will sometimes be found in &os.stable; that were not apparent in &os.current;. For these reasons, we do not recommend that you blindly track &os.stable;, and it is particularly important that you do not update any production servers to &os.stable; without first thoroughly testing the code in your development environment. If you do not have the resources to do this then we recommend that you run the most recent release of FreeBSD, and use the binary update mechanism to move from release to release. Using &os.stable; -STABLE using Join the &a.stable;. This will keep you informed of build-dependencies that may appear in &os.stable; or any other issues requiring special attention. Developers will also make announcements in this mailing list when they are contemplating some controversial fix or update, giving the users a chance to respond if they have any issues to raise concerning the proposed change. The &a.cvsall; will allow you to see the commit log entry for each change as it is made along with any pertinent information on possible side-effects. To join these lists, send mail to &a.majordomo; and specify the following in the body of your message: subscribe freebsd-stable subscribe cvs-all Majordomo Optionally, you can also say help and Majordomo will send you full help on how to subscribe and unsubscribe to the various other mailing lists we support. If you are installing a new system and want it to be as stable as possible, you can simply grab the latest dated branch snapshot from ftp://releng4.FreeBSD.org/pub/FreeBSD/ and install it like any other release. If you are already running a previous release of &os; and wish to upgrade via sources then you can easily do so from ftp.FreeBSD.org. This can be done in one of three ways: cvsup cron -STABLE syncing with CVSup Use the cvsup program with this supfile. This is the most recommended method, since it allows you to grab the entire collection once and then only what has changed from then on. Many people run cvsup from cron to keep their sources up-to-date automatically. You have to customize the sample supfile above, and configure cvsup for your environment. If you want help doing this configuration, simply type:
&prompt.root; pkg_add -f ftp://ftp.freebsd.org/pub/FreeBSD/ports/i386/packages/Latest/cvsupit.tgz
-STABLE downloading with FTP Use ftp. The source tree for &os.stable; is always exported on: ftp://ftp.FreeBSD.org/pub/FreeBSD/FreeBSD-stable/. Some of our FTP mirrors may also allow compressed/tarred grabbing of whole trees. For example you see: usr.bin/lex You can do the following to get the whole directory for you as a tar file: ftp> cd usr.bin ftp> get lex.tar -STABLE syncing with CTM Use the CTM facility. If you do not have a fast and inexpensive connection to the Internet, this is the method you should consider using.
Essentially, if you need rapid on-demand access to the source and communications bandwidth is not a consideration, use cvsup or ftp. Otherwise, use CTM. -STABLE compiling Before compiling &os.stable;, read the Makefile in /usr/src carefully. You should at least run a make world the first time through as part of the upgrading process. Reading the &a.stable; will keep you up-to-date on other bootstrapping procedures that sometimes become necessary as we move toward the next release.
Synchronizing Your Source There are various ways of using an Internet (or email) connection to stay up-to-date with any given area of the &os; project sources, or all areas, depending on what interests you. The primary services we offer are Anonymous CVS, CVSup, and CTM. While it is possible to update only parts of your source tree, the only supported update procedure is to update the entire tree and recompile both userland (i.e., all the programs that run in user space, such as those in /bin and /sbin) and kernel sources. Updating only part of your source tree, only the kernel, or only userland will often result in problems. These problems may range from compile errors to kernel panics or data corruption. anonymous CVS Anonymous CVS and CVSup use the pull model of updating sources. In the case of CVSup the user (or a cron script) invokes the cvsup program, and it interacts with a cvsupd server somewhere to bring your files up-to-date. The updates you receive are up-to-the-minute and you get them when, and only when, you want them. You can easily restrict your updates to the specific files or directories that are of interest to you. Updates are generated on the fly by the server, according to what you have and what you want to have. Anonymous CVS is quite a bit more simplistic than CVSup in that it is just an extension to CVS which allows it to pull changes directly from a remote CVS repository. CVSup can do this far more efficiently, but Anonymous CVS is easier to use. CTM CTM, on the other hand, does not interactively compare the sources you have with those on the master archive or otherwise pull them across. Instead, a script which identifies changes in files since its previous run is executed several times a day on the master CTM machine, any detected changes being compressed, stamped with a sequence-number and encoded for transmission over email (in printable ASCII only). Once received, these CTM deltas can then be handed to the &man.ctm.rmail.1; utility which will automatically decode, verify and apply the changes to the user's copy of the sources. This process is far more efficient than CVSup, and places less strain on our server resources since it is a push rather than a pull model. There are other trade-offs, of course. If you inadvertently wipe out portions of your archive, CVSup will detect and rebuild the damaged portions for you. CTM will not do this, and if you wipe some portion of your source tree out (and do not have it backed up) then you will have to start from scratch (from the most recent CVS base delta) and rebuild it all with CTM or, with Anonymous CVS, simply delete the bad bits and resync. Using <command>make world</command> make world Once you have synchronized your local source tree against a particular version of &os; (&os.stable;, &os.current;, and so on) you can then use the source tree to rebuild the system. Take a Backup It cannot be stressed enough how important it is to take a backup of your system before you do this. While rebuilding the world is (as long as you follow these instructions) an easy task to do, there will inevitably be times when you make mistakes, or when mistakes made by others in the source tree render your system unbootable. Make sure you have taken a backup. And have a fixit floppy to hand. You will probably never have to use it, but it is better to be safe than sorry! Subscribe to the Right Mailing List mailing list The &os.stable; and &os.current; branches are, by their nature, in development. People that contribute to &os; are human, and mistakes occasionally happen. Sometimes these mistakes can be quite harmless, just causing your system to print a new diagnostic warning. Or the change may be catastrophic, and render your system unbootable or destroy your file systems (or worse). If problems like these occur, a heads up is posted to the appropriate mailing list, explaining the nature of the problem and which systems it affects. And an all clear announcement is posted when the problem has been solved. If you try to track &os.stable; or &os.current; and do not read the &a.stable; or the &a.current; respectively, then you are asking for trouble. Read <filename>/usr/src/UPDATING</filename> Before you do anything else, read /usr/src/UPDATING (or the equivalent file wherever you have a copy of the source code). This file should contain important information about problems you might encounter, or specify the order in which you might have to run certain commands. If UPDATING contradicts something you read here, UPDATING takes precedence. Reading UPDATING is not an acceptable substitute for subscribing to the correct mailing list, as described previously. The two requirements are complementary, not exclusive. Check <filename>/etc/make.conf</filename> make.conf Examine the files /etc/defaults/make.conf and /etc/make.conf. The first contains some default defines – most of which are commented out. To make use of them when you rebuild your system from source, add them to /etc/make.conf. Keep in mind that anything you add to /etc/make.conf is also used every time you run make, so it is a good idea to set them to something sensible for your system. A typical user will probably want to copy the CFLAGS and NOPROFILE lines found in /etc/defaults/make.conf to /etc/make.conf and uncomment them. Examine the other definitions (COPTFLAGS, NOPORTDOCS and so on) and decide if they are relevant to you. Update the files in <filename>/etc</filename> The /etc directory contains a large part of your system's configuration information, as well as scripts that are run at system startup. Some of these scripts change from version to version of FreeBSD. Some of the configuration files are also used in the day to day running of the system. In particular, /etc/group. There have been occasions when the installation part of make world has expected certain usernames or groups to exist. When performing an upgrade it is likely that these users or groups did not exist. This caused problems when upgrading. A recent example of this is when the smmsp user was added. Users had the installation process fail for them when &man.mtree.8; was trying to create /var/spool/clientmqueue. The solution is to examine /usr/src/etc/group and compare its list of groups with your own. If there are any groups in the new file that are not in your file then copy them over. Similarly, you should rename any groups in /etc/group which have the same GID but a different name to those in /usr/src/etc/group. Since 4.6-RELEASE you can run &man.mergemaster.8; in pre-buildworld mode by providing the option. This will compare only those files that are essential for the success of buildworld or installworld. If your old version of mergemaster does not support , use the new version in the source tree when running for the first time: &prompt.root; cd /usr/src/usr.sbin/mergemaster &prompt.root; ./mergemaster.sh -p If you are feeling particularly paranoid, you can check your system to see which files are owned by the group you are renaming or deleting: &prompt.root; find / -group GID -print will show all files owned by group GID (which can be either a group name or a numeric group ID). Drop to Single User Mode single-user mode You may want to compile the system in single user mode. Apart from the obvious benefit of making things go slightly faster, reinstalling the system will touch a lot of important system files, all the standard system binaries, libraries, include files and so on. Changing these on a running system (particularly if you have active users on the system at the time) is asking for trouble. multi-user mode Another method is to compile the system in multi-user mode, and then drop into single user mode for the installation. If you would like to do it this way, simply hold off on the following steps until the build has completed. You can postpone dropping to single user mode until you have to installkernel or installworld. As the superuser, you can execute: &prompt.root; shutdown now from a running system, which will drop it to single user mode. Alternatively, reboot the system, and at the boot prompt, enter the flag. The system will then boot single user. At the shell prompt you should then run: &prompt.root; fsck -p &prompt.root; mount -u / &prompt.root; mount -a -t ufs &prompt.root; swapon -a This checks the file systems, remounts / read/write, mounts all the other UFS file systems referenced in /etc/fstab and then turns swapping on. If your CMOS clock is set to local time and not to GMT (this is true if the output of the &man.date.1; command does not show the correct time and zone), you may also need to run the following command: &prompt.root; adjkerntz -i This will make sure that your local timezone settings get set up correctly — without this, you may later run into some problems. Remove <filename>/usr/obj</filename> As parts of the system are rebuilt they are placed in directories which (by default) go under /usr/obj. The directories shadow those under /usr/src. You can speed up the make world process, and possibly save yourself some dependency headaches by removing this directory as well. Some files below /usr/obj may have the immutable flag set (see &man.chflags.1; for more information) which must be removed first. &prompt.root; cd /usr/obj &prompt.root; chflags -R noschg * &prompt.root; rm -rf * Recompile the Source Saving the Output It is a good idea to save the output you get from running &man.make.1; to another file. If something goes wrong you will have a copy of the error message. While this might not help you in diagnosing what has gone wrong, it can help others if you post your problem to one of the &os; mailing lists. The easiest way to do this is to use the &man.script.1; command, with a parameter that specifies the name of the file to save all output to. You would do this immediately before rebuilding the world, and then type exit when the process has finished. &prompt.root; script /var/tmp/mw.out Script started, output file is /var/tmp/mw.out &prompt.root; make TARGET … compile, compile, compile … &prompt.root; exit Script done, … If you do this, do not save the output in /tmp. This directory may be cleared next time you reboot. A better place to store it is in /var/tmp (as in the previous example) or in root's home directory. Compile and Install the Base System You must be in the /usr/src directory: &prompt.root; cd /usr/src (unless, of course, your source code is elsewhere, in which case change to that directory instead). make To rebuild the world you use the &man.make.1; command. This command reads instructions from the Makefile, which describes how the programs that comprise &os; should be rebuilt, the order in which they should be built, and so on. The general format of the command line you will type is as follows: &prompt.root; make -x -DVARIABLE target In this example, is an option that you would pass to &man.make.1;. See the &man.make.1; manual page for an example of the options you can pass. passes a variable to the Makefile. The behavior of the Makefile is controlled by these variables. These are the same variables as are set in /etc/make.conf, and this provides another way of setting them. &prompt.root; make -DNOPROFILE target is another way of specifying that profiled libraries should not be built, and corresponds with the NOPROFILE= true # Avoid compiling profiled libraries line in /etc/make.conf. target tells &man.make.1; what you want to do. Each Makefile defines a number of different targets, and your choice of target determines what happens. Some targets are listed in the Makefile, but are not meant for you to run. Instead, they are used by the build process to break out the steps necessary to rebuild the system into a number of sub-steps. Most of the time you will not need to pass any parameters to &man.make.1;, and so your command like will look like this: &prompt.root; make target Beginning with version 2.2.5 of &os; (actually, it was first created on the &os.current; branch, and then retrofitted to &os.stable; midway between 2.2.2 and 2.2.5) the world target has been split in two: buildworld and installworld. As the names imply, buildworld builds a complete new tree under /usr/obj, and installworld installs this tree on the current machine. This is very useful for 2 reasons. First, it allows you to do the build safe in the knowledge that no components of your running system will be affected. The build is self hosted. Because of this, you can safely run buildworld on a machine running in multi-user mode with no fear of ill-effects. It is still recommended that you run the installworld part in single user mode, though. Secondly, it allows you to use NFS mounts to upgrade multiple machines on your network. If you have three machines, A, B and C that you want to upgrade, run make buildworld and make installworld on A. B and C should then NFS mount /usr/src and /usr/obj from A, and you can then run make installworld to install the results of the build on B and C. Although the world target still exists, you are strongly encouraged not to use it. Run &prompt.root; make buildworld It is now possible to specify a option to make which will cause it to spawn several simultaneous processes. This is most useful on multi-CPU machines. However, since much of the compiling process is IO bound rather than CPU bound it is also useful on single CPU machines. On a typical single-CPU machine you would run: &prompt.root; make -j4 buildworld &man.make.1; will then have up to 4 processes running at any one time. Empirical evidence posted to the mailing lists shows this generally gives the best performance benefit. If you have a multi-CPU machine and you are using an SMP configured kernel try values between 6 and 10 and see how they speed things up. Be aware that this is still somewhat experimental, and commits to the source tree may occasionally break this feature. If the world fails to compile using this parameter try again without it before you report any problems. Timings make world timings Many factors influence the build time, but currently a 500 MHz Pentium III with 128 MB of RAM takes about 2 hours to build the &os.stable; tree, with no tricks or shortcuts used during the process. A &os.current; tree will take somewhat longer. Compile and Install a New Kernel kernel compiling To take full advantage of your new system you should recompile the kernel. This is practically a necessity, as certain memory structures may have changed, and programs like &man.ps.1; and &man.top.1; will fail to work until the kernel and source code versions are the same. The simplest, safest way to do this is to build and install a kernel based on GENERIC. While GENERIC may not have all the necessary devices for your system, it should contain everything necessary to boot your system back to single user mode. This is a good test that the new system works properly. After booting from GENERIC and verifying that your system works you can then build a new kernel based on your normal kernel configuration file. If you are upgrading to &os; 4.0 or above then the old kernel build procedure (as described in ) is deprecated. Instead, you should run these commands after you have built the world with buildworld. If you want to build a custom kernel, and already have a configuration file, just use KERNCONF=MYKERNEL like this: &prompt.root; cd /usr/src &prompt.root; make buildkernel KERNCONF=MYKERNEL &prompt.root; make installkernel KERNCONF=MYKERNEL In FreeBSD 4.2 and older you must replace KERNCONF= with KERNEL=. 4.2-STABLE that was fetched after Feb 2nd, 2001 does recognize KERNCONF=. Note that if you have raised kern.securelevel above 1 and you have set either the noschg or similar flags to your kernel binary, you might find it necessary to drop into single user mode to use installkernel. Otherwise you should be able to run both these commands from multi user mode without problems. See &man.init.8; for details about kern.securelevel and &man.chflags.1; for details about the various file flags. If you are upgrading to a version of &os; below 4.0 you should use the old kernel build procedure. However, it is recommended that you use the new version of &man.config.8;, using a command line like this. &prompt.root; /usr/obj/usr/src/usr.sbin/config/config KERNELNAME Reboot into Single User Mode single-user mode You should reboot into single user mode to test the new kernel works. Do this by following the instructions in . Install the New System Binaries If you were building a version of &os; recent enough to have used make buildworld then you should now use installworld to install the new system binaries. Run &prompt.root; cd /usr/src &prompt.root; make installworld If you specified variables on the make buildworld command line, you must specify the same variables in the make installworld command line. This does not necessarily hold true for other options; for example, must never be used with installworld. For example, if you ran: &prompt.root; make -DNOPROFILE buildworld you must install the results with: &prompt.root; make -DNOPROFILE installworld otherwise it would try to install profiled libraries that had not been built during the make buildworld phase. Update Files Not Updated by <command>make world</command> Remaking the world will not update certain directories (in particular, /etc, /var and /usr) with new or changed configuration files. The simplest way to update these files is to use &man.mergemaster.8;, though it is possible to do it manually if you would prefer to do that. Regardless of which way you choose, be sure to make a backup of /etc in case anything goes wrong. Tom Rhodes Contributed by <command>mergemaster</command> mergemaster The &man.mergemaster.8; utility is a Bourne script that will aid you in determining the differences between your configuration files in /etc, and the configuration files in the source tree /usr/src/etc. This is the recommended solution for keeping the system configuration files up to date with those located in the source tree. mergemaster was integrated into the FreeBSD base system between 3.3-RELEASE and 3.4-RELEASE, which means it is present in all -STABLE and -CURRENT systems since 3.3. To begin simply type mergemaster at your prompt, and watch it start going. mergemaster will then build a temporary root environment, from / down, and populate it with various system configuration files. Those files are then compared to the ones currently installed in your system. At this point, files that differ will be shown in &man.diff.1; format, with the sign representing added or modified lines, and representing lines that will be either removed completely, or replaced with a new line. See the &man.diff.1; manual page for more information about the &man.diff.1; syntax and how file differences are shown. &man.mergemaster.8; will then show you each file that displays variances, and at this point you will have the option of either deleting the new file (referred to as the temporary file), installing the temporary file in its unmodified state, merging the temporary file with the currently installed file, or viewing the &man.diff.1; results again. Choosing to delete the temporary file will tell &man.mergemaster.8; that we wish to keep our current file unchanged, and to delete the new version. This option is not recommended, unless you see no reason to change the current file. You can get help at any time by typing ? at the &man.mergemaster.8; prompt. If the user chooses to skip a file, it will be presented again after all other files have been dealt with. Choosing to install the unmodified temporary file will replace the current file with the new one. For most unmodified files, this is the best option. Choosing to merge the file will present you with a text editor, and the contents of both files. You can now merge them by reviewing both files side by side on the screen, and choosing parts from both to create a finished product. When the files are compared side by side, the l key will select the left contents and the r key will select contents from your right. The final output will be a file consisting of both parts, which can then be installed. This option is customarily used for files where settings have been modified by the user. Choosing to view the &man.diff.1; results again will show you the file differences just like &man.mergemaster.8; did before prompting you for an option. After &man.mergemaster.8; is done with the system files you will be prompted for other options. &man.mergemaster.8; may ask if you want to rebuild the password file and/or run &man.MAKEDEV.8; if you run a FreeBSD version prior to 5.0, and will finish up with an option to remove left-over temporary files. Manual Update If you wish to do the update manually, however, you cannot just copy over the files from /usr/src/etc to /etc and have it work. Some of these files must be installed first. This is because the /usr/src/etc directory is not a copy of what your /etc directory should look like. In addition, there are files that should be in /etc that are not in /usr/src/etc. If you are using &man.mergemaster.8; (as recommended), you can skip forward to the next section. The simplest way to do this by hand is to install the files into a new directory, and then work through them looking for differences. Backup Your Existing <filename>/etc</filename> Although, in theory, nothing is going to touch this directory automatically, it is always better to be sure. So copy your existing /etc directory somewhere safe. Something like: &prompt.root; cp -Rp /etc /etc.old does a recursive copy, preserves times, ownerships on files and suchlike. You need to build a dummy set of directories to install the new /etc and other files into. /var/tmp/root is a reasonable choice, and there are a number of subdirectories required under this as well. &prompt.root; mkdir /var/tmp/root &prompt.root; cd /usr/src/etc &prompt.root; make DESTDIR=/var/tmp/root distrib-dirs distribution This will build the necessary directory structure and install the files. A lot of the subdirectories that have been created under /var/tmp/root are empty and should be deleted. The simplest way to do this is to: &prompt.root; cd /var/tmp/root &prompt.root; find -d . -type d | xargs rmdir 2>/dev/null This will remove all empty directories. (Standard error is redirected to /dev/null to prevent the warnings about the directories that are not empty.) /var/tmp/root now contains all the files that should be placed in appropriate locations below /. You now have to go through each of these files, determining how they differ with your existing files. Note that some of the files that will have been installed in /var/tmp/root have a leading .. At the time of writing the only files like this are shell startup files in /var/tmp/root/ and /var/tmp/root/root/, although there may be others (depending on when you are reading this). Make sure you use ls -a to catch them. The simplest way to do this is to use &man.diff.1; to compare the two files: &prompt.root; diff /etc/shells /var/tmp/root/etc/shells This will show you the differences between your /etc/shells file and the new /var/tmp/root/etc/shells file. Use these to decide whether to merge in changes that you have made or whether to copy over your old file. Name the New Root Directory (<filename>/var/tmp/root</filename>) with a Time Stamp, So You Can Easily Compare Differences Between Versions Frequently rebuilding the world means that you have to update /etc frequently as well, which can be a bit of a chore. You can speed this process up by keeping a copy of the last set of changed files that you merged into /etc. The following procedure gives one idea of how to do this. Make the world as normal. When you want to update /etc and the other directories, give the target directory a name based on the current date. If you were doing this on the 14th of February 1998 you could do the following: &prompt.root; mkdir /var/tmp/root-19980214 &prompt.root; cd /usr/src/etc &prompt.root; make DESTDIR=/var/tmp/root-19980214 \ distrib-dirs distribution Merge in the changes from this directory as outlined above. Do not remove the /var/tmp/root-19980214 directory when you have finished. When you have downloaded the latest version of the source and remade it, follow step 1. This will give you a new directory, which might be called /var/tmp/root-19980221 (if you wait a week between doing updates). You can now see the differences that have been made in the intervening week using &man.diff.1; to create a recursive diff between the two directories: &prompt.root; cd /var/tmp &prompt.root; diff -r root-19980214 root-19980221 Typically, this will be a much smaller set of differences than those between /var/tmp/root-19980221/etc and /etc. Because the set of differences is smaller, it is easier to migrate those changes across into your /etc directory. You can now remove the older of the two /var/tmp/root-* directories: &prompt.root; rm -rf /var/tmp/root-19980214 Repeat this process every time you need to merge in changes to /etc. You can use &man.date.1; to automate the generation of the directory names: &prompt.root; mkdir /var/tmp/root-`date "+%Y%m%d"` Update <filename>/dev</filename> DEVFS If you are running FreeBSD 5.0 or later you can safely skip this section. These versions use &man.devfs.5; to allocate device nodes transparently for the user. In most cases, the &man.mergemaster.8; tool will realize when it is necessary to update the device nodes, and offer to complete it automatically. These instructions tell how to update the device nodes manually. For safety's sake, this is a multi-step process. Copy /var/tmp/root/dev/MAKEDEV to /dev: &prompt.root; cp /var/tmp/root/dev/MAKEDEV /dev MAKEDEV If you used &man.mergemaster.8; to update /etc, then your MAKEDEV script should have been updated already, though it cannot hurt to check (with &man.diff.1;) and copy it manually if necessary. Now, take a snapshot of your current /dev. This snapshot needs to contain the permissions, ownerships, major and minor numbers of each filename, but it should not contain the time stamps. The easiest way to do this is to use &man.awk.1; to strip out some of the information: &prompt.root; cd /dev &prompt.root; ls -l | awk '{print $1, $2, $3, $4, $5, $6, $NF}' > /var/tmp/dev.out Remake all the device nodes: &prompt.root; sh MAKEDEV all Write another snapshot of the directory, this time to /var/tmp/dev2.out. Now look through these two files for any device node that you missed creating. There should not be any, but it is better to be safe than sorry. &prompt.root; diff /var/tmp/dev.out /var/tmp/dev2.out You are most likely to notice disk slice discrepancies which will involve commands such as: &prompt.root; sh MAKEDEV sd0s1 to recreate the slice entries. Your precise circumstances may vary. Update <filename>/stand</filename> This step is included only for completeness. It can safely be omitted. For the sake of completeness, you may want to update the files in /stand as well. These files consist of hard links to the /stand/sysinstall binary. This binary should be statically linked, so that it can work when no other file systems (and in particular /usr) have been mounted. &prompt.root; cd /usr/src/release/sysinstall &prompt.root; make all install Rebooting You are now done. After you have verified that everything appears to be in the right place you can reboot the system. A simple &man.fastboot.8; should do it: &prompt.root; fastboot Finished You should now have successfully upgraded your &os; system. Congratulations. If things went slightly wrong, it is easy to rebuild a particular piece of the system. For example, if you accidentally deleted /etc/magic as part of the upgrade or merge of /etc, the &man.file.1; command will stop working. In this case, the fix would be to run: &prompt.root; cd /usr/src/usr.bin/file &prompt.root; make all install Questions Do I need to re-make the world for every change? There is no easy answer to this one, as it depends on the nature of the change. For example, if you just ran CVSup, and it has shown the following files as being updated: src/games/cribbage/instr.c src/games/sail/pl_main.c src/release/sysinstall/config.c src/release/sysinstall/media.c src/share/mk/bsd.port.mk it probably is not worth rebuilding the entire world. You could just go to the appropriate sub-directories and make all install, and that's about it. But if something major changed, for example src/lib/libc/stdlib then you should either re-make the world, or at least those parts of it that are statically linked (as well as anything else you might have added that is statically linked). At the end of the day, it is your call. You might be happy re-making the world every fortnight say, and let changes accumulate over that fortnight. Or you might want to re-make just those things that have changed, and be confident you can spot all the dependencies. And, of course, this all depends on how often you want to upgrade, and whether you are tracking &os.stable; or &os.current;. My compile failed with lots of signal 11 (or other signal number) errors. What has happened? signal 11 This is normally indicative of hardware problems. (Re)making the world is an effective way to stress test your hardware, and will frequently throw up memory problems. These normally manifest themselves as the compiler mysteriously dying on receipt of strange signals. A sure indicator of this is if you can restart the make and it dies at a different point in the process. In this instance there is little you can do except start swapping around the components in your machine to determine which one is failing. Can I remove /usr/obj when I have finished? The short answer is yes. /usr/obj contains all the object files that were produced during the compilation phase. Normally, one of the first steps in the make world process is to remove this directory and start afresh. In this case, keeping /usr/obj around after you have finished makes little sense, and will free up a large chunk of disk space (currently about 340 MB). However, if you know what you are doing you can have make world skip this step. This will make subsequent builds run much faster, since most of sources will not need to be recompiled. The flip side of this is that subtle dependency problems can creep in, causing your build to fail in odd ways. This frequently generates noise on the &os; mailing lists, when one person complains that their build has failed, not realizing that it is because they have tried to cut corners. Can interrupted builds be resumed? This depends on how far through the process you got before you found a problem. In general (and this is not a hard and fast rule) the make world process builds new copies of essential tools (such as &man.gcc.1;, and &man.make.1;) and the system libraries. These tools and libraries are then installed. The new tools and libraries are then used to rebuild themselves, and are installed again. The entire system (now including regular user programs, such as &man.ls.1; or &man.grep.1;) is then rebuilt with the new system files. If you are at the last stage, and you know it (because you have looked through the output that you were storing) then you can (fairly safely) do: … fix the problem … &prompt.root; cd /usr/src &prompt.root; make -DNOCLEAN all This will not undo the work of the previous make world. If you see the message: -------------------------------------------------------------- Building everything.. -------------------------------------------------------------- in the make world output then it is probably fairly safe to do so. If you do not see that message, or you are not sure, then it is always better to be safe than sorry, and restart the build from scratch. How can I speed up making the world? Run in single user mode. Put the /usr/src and /usr/obj directories on separate file systems held on separate disks. If possible, put these disks on separate disk controllers. Better still, put these file systems across multiple disks using the &man.ccd.4; (concatenated disk driver) device. Turn off profiling (set NOPROFILE=true in /etc/make.conf). You almost certainly do not need it. Also in /etc/make.conf, set CFLAGS to something like . The optimization is much slower, and the optimization difference between and is normally negligible. lets the compiler use pipes rather than temporary files for communication, which saves disk access (at the expense of memory). Pass the option to &man.make.1; to run multiple processes in parallel. This usually helps regardless of whether you have a single or a multi processor machine. The file system holding /usr/src can be mounted (or remounted) with the option. This prevents the file system from recording the file access time. You probably do not need this information anyway. &prompt.root; mount -u -o noatime /usr/src The example assumes /usr/src is on its own file system. If it is not (if it is a part of /usr for example) then you will need to use that file system mount point, and not /usr/src. The file system holding /usr/obj can be mounted (or remounted) with the option. This causes disk writes to happen asynchronously. In other words, the write completes immediately, and the data is written to the disk a few seconds later. This allows writes to be clustered together, and can be a dramatic performance boost. Keep in mind that this option makes your file system more fragile. With this option there is an increased chance that, should power fail, the file system will be in an unrecoverable state when the machine restarts. If /usr/obj is the only thing on this file system then it is not a problem. If you have other, valuable data on the same file system then ensure your backups are fresh before you enable this option. &prompt.root; mount -u -o async /usr/obj As above, if /usr/obj is not on its own file system, replace it in the example with the name of the appropriate mount point. What do I do if something goes wrong? Make absolutely sure your environment has no extraneous cruft from earlier builds. This is simple enough. &prompt.root; chflags -R noschg /usr/obj/usr &prompt.root; rm -rf /usr/obj/usr &prompt.root; cd /usr/src &prompt.root; make cleandir &prompt.root; make cleandir Yes, make cleandir really should be run twice. Then restart the whole process, starting with make buildworld. If you still have problems, send the error and the output of uname -a to &a.questions;. Be prepared to answer other questions about your setup! Mike Meyer Contributed by Tracking for multiple machines NFS installing multiple machines If you have multiple machines that you want to track the same source tree, then having all of them download sources and rebuild everything seems like a waste of resources: disk space, network bandwidth, and CPU cycles. It is, and the solution is to have one machine do most of the work, while the rest of the machines mount that work via NFS. This section outlines a method of doing so. Preliminaries First, identify a set of machines that is going to run the same set of binaries, which we will call a build set. Each machine can have a custom kernel, but they will be running the same userland binaries. From that set, choose a machine to be the build machine. It is going to be the machine that the world and kernel are built on. Ideally, it should be a fast machine that has sufficient spare CPU to run make world. You will also want to choose a machine to be the test machine, which will test software updates before they are put into production. This must be a machine that you can afford to have down for an extended period of time. It can be the build machine, but need not be. All the machines in this build set need to mount /usr/obj and /usr/src from the same machine, and at the same point. Ideally, those are on two different drives on the build machine, but they can be NFS mounted on that machine as well. If you have multiple build sets, /usr/src should be on one build machine, and NFS mounted on the rest. Finally make sure that /etc/make.conf on all the machines in the build set agrees with the build machine. That means that the build machine must build all the parts of the base system that any machine in the build set is going to install. Also, each build machine should have its kernel name set with KERNCONF in /etc/make.conf, and the build machine should list them all in KERNCONF, listing its own kernel first. The build machine must have the kernel configuration files for each machine in /usr/src/sys/arch/conf if it is going to build their kernels. The base system Now that all that is done, you are ready to build everything. Build the kernel and world as described in on the build machine, but do not install anything. After the build has finished, go to the test machine, and install the kernel you just built. If this machine mounts /usr/src and /usr/obj via NFS, when you reboot to single user you will need to enable the network and mount them. The easiest way to do this is to boot to multi-user, then run shutdown now to go to single user mode. Once there, you can install the new kernel and world and run mergemaster just as you normally would. When done, reboot to return to normal multi-user operations for this machine. After you are certain that everything on the test machine is working properly, use the same procedure to install the new software on each of the other machines in the build set. Ports The same ideas can be used for the ports tree. The first critical step is mounting /usr/ports from the same machine to all the machines in the build set. You can then set up /etc/make.conf properly to share distfiles. You should set DISTDIR to a common shared directory that is writable by whichever user root is mapped to by your NFS mounts. Each machine should set WRKDIRPREFIX to a local build directory. Finally, if you are going to be building and distributing packages, you should set PACKAGES to a directory similar to DISTDIR.
diff --git a/en_US.ISO8859-1/books/handbook/install/chapter.sgml b/en_US.ISO8859-1/books/handbook/install/chapter.sgml index 0244ff0120..01430b10af 100644 --- a/en_US.ISO8859-1/books/handbook/install/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/install/chapter.sgml @@ -1,5841 +1,5841 @@ Jim Mock Restructured, reorganized, and parts rewritten by Randy Pratt The sysinstall walkthrough, screenshots, and general copy by Installing FreeBSD - + Synopsis installation 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. 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. Pre-installation Tasks 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 really 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: Sample Device Inventory Device Name IRQ IO port(s) Notes First hard disk N/A N/A 4 GB, made by Seagate, first IDE master CDROM N/A N/A First IDE slave Second hard disk N/A N/A 2GB, 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
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 several times before writing any data to your disk, but once that process has started it cannot be undone. Decide Where to Install FreeBSD If you want FreeBSD to use all your disk, then there is nothing more to concern yourself with at this point — you can skip to the next 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. 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 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 Partition Magic 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, FIPS and PResizer. Documentation for both of these is in the same directory. Incorrect use of these tools can delete the data on your disk. Be sure that you have recent, working backups before using them. 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. 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: Backup your Windows data, and then reinstall Windows, asking for a 2 GB partition at install time. Use one of the tools such as Partition Magic, described above, to shrink your Windows partition. Disk Layouts for the Alpha 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 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. 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. Connecting to an Ethernet Network, or Cable/DSL Modem If you connect to an Ethernet network, or you have an Internet connection via cable or DSL, then you will need the following information: IP address. IP address of the default gateway. Hostname. DNS server IP addresses. 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. 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: The phone number to dial for your ISP. The COM: port your modem is connected to. The username and password for your ISP account. 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, posted 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. 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 A DOS partition on the same computer A 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 (Preparing the Boot Media). If you have not obtained the FreeBSD installation files you should skip ahead to 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 . 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. It may also be able to boot from a disk in the CDROM drive. 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: 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 for the i386 architecture and from this floppies directory for the Alpha architecture. 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. 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. 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. 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 some other disks and try again. Write the Image Files to the Floppy Disks The .flp files are not regular files you copy to the disk. Instead, they are images of the complete contents of the disk. This means that you cannot use commands like DOS' copy to write the files. Instead, you must use specific tools to write the images directly to the disk. DOS If you are creating the floppies on a computer running 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 &man.dd.1; command to write the image files directly to disk. On FreeBSD, you would run: &prompt.root; 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.
Starting the Installation 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. Booting Booting for the i386 Start with your computer turned off. 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. Find the setting that controls which devices the system boots from. This is 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. If you needed to prepare boot floppies, as described in 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: The disks were not inserted early enough in the boot process. Leave them in, and try restarting your computer. The BIOS changes earlier did not work correctly. You should redo that step until you get the right option. 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 C: 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. Irrespective of 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. Booting for the Alpha Alpha Start with your computer turned off. Turn on the computer and wait for a boot monitor prompt. If you needed to prepare boot floppies, as described in 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 '' 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. Irrespective of 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. Kernel Configuration From FreeBSD versions 5.0 and later, userconfig has been depreciated in favor of the new &man.device.hints.5; method. For more information on &man.device.hints.5; please visit 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 be 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 ) 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. 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.
Kernel Configuration Menu &txt.install.userconfig;
The kernel configuration screen () is then divided into four sections. 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. 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. More detail about the currently selected driver, including its IRQ and memory port address. Information about the keystrokes that are valid at this point in time.
The Kernel Device Configuration Visual Interface &txt.install.userconfig2;
At this point there will always be conflicts listed. Do not worry about this, 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 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. shows the result of pressing X.
Expanded Driver List
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. Do not disable sc0. This controls the screen, and you will need this unless you are installing over a serial cable. Only disable atkbd0 if you are using a USB keyboard. If you have a normal keyboard then you must keep atkbd0. 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. When all the conflicts have been resolved the screen will look similar to .
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 and the probing will start. After displaying the probe results in white on black text sysinstall will start and display its main menu ().
Sysinstall Main Menu
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 , although the precise text will differ depending on the devices that you have in your computer.
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 accelereator> 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 interfce> 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, its easy to exit the sysinstall program and start over again. Its also a good way to become more familiar with the process.
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.
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 , then press Enter. The instructions for using the menu system will be displayed. After reviewing them, press Enter to return to the Main Menu.
Selecting Usage From Sysinstall Main Menu
Selecting The Documentation Menu From the Main Menu, select Doc with the arrow keys and press Enter.
Selecting Documentation Menu
This will display the Documentation Menu.
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.
Selecting The Keymap Menu To change the keyboard mapping, use the arrow keys to select Keymap from the menu and press Enter.
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 &gui.ok; using the arrow keys and press Enter. Only a partial list is shown in this screen representation. Selecting &gui.cancel; will use the default keymap and return to the Main Install Menu.
Sysinstall Keymap Menu
Installation Options Screen Select Options and press Enter.
Sysinstall Main Menu
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.
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.
Begin Standard Installation
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. 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. DOS Microsoft Windows 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. SCSI BIOS 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. An Illustration from the Files of Bill and Fred's Exceptional Adventures: Bill breaks-down an older Wintel box to make another FreeBSD box for Fred. Bill installs a single SCSI drive as SCSI unit zero and installs FreeBSD on it. Fred begins using the system, but after several days notices that the older SCSI drive is reporting numerous soft errors and reports this fact to Bill. After several more days, Bill decides it is time to address the situation, so he grabs an identical SCSI drive from the disk drive archive in the back room. An initial surface scan indicates that this drive is functioning well, so Bill installs this drive as SCSI unit four and makes an image copy from drive zero to drive four. Now that the new drive is installed and functioning nicely, Bill decides that it is a good idea to start using it, so he uses features in the SCSI BIOS to re-order the disk drives so that the system boots from SCSI unit four. FreeBSD boots and runs just fine. Fred continues his work for several days, and soon Bill and Fred decide that it is time for a new adventure -- time to upgrade to a newer version of FreeBSD. Bill removes SCSI unit zero because it was a bit flaky and replaces it with another identical disk drive from the archive. Bill then installs the new version of FreeBSD onto the new SCSI unit zero using Fred's magic Internet FTP floppies. The installation goes well. Fred uses the new version of FreeBSD for a few days, and certifies that it is good enough for use in the engineering department. It is time to copy all of his work from the old version. So Fred mounts SCSI unit four (the latest copy of the older FreeBSD version). Fred is dismayed to find that none of his precious work is present on SCSI unit four. Where did the data go? When Bill made an image copy of the original SCSI unit zero onto SCSI unit four, unit four became the new clone. When Bill re-ordered the SCSI BIOS so that he could boot from SCSI unit four, he was only fooling himself. FreeBSD was still running on SCSI unit zero. Making this kind of BIOS change will cause some or all of the Boot and Loader code to be fetched from the selected BIOS drive, but when the FreeBSD kernel drivers take-over, the BIOS drive numbering will be ignored, and FreeBSD will transition back to normal drive numbering. In the illustration at hand, the system continued to operate on the original SCSI unit zero, and all of Fred's data was there, not on SCSI unit four. The fact that the system appeared to be running on SCSI unit four was simply an artifact of human expectations. We are delighted to mention that no data bytes were killed or harmed in any way by our discovery of this phenomenon. The older SCSI unit zero was retrieved from the bone pile, and all of Fred's work was returned to him, (and now Bill knows that he can count as high as zero). Although SCSI drives were used in this illustration, the concepts apply equally to IDE drives. 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, DOS uses \ to separate file and directory names, while MacOS 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: / | +--- A1 | `--- A2 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: / | +--- A1 | | | +--- B1 | | | `--- B2 | `--- A2 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: / | +--- A1 | `--- A2 | +--- B1 | `--- B2 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: / | +--- A1 | `--- A2 | +--- B1 | | | +--- C1 | | | `--- C2 | `--- B2 Or C could be mounted directly on to the A filesystem, under the A1 directory: / | +--- A1 | | | +--- C1 | | | `--- C2 | `--- A2 | +--- B1 | `--- B2 If you are familiar with 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. 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 filesystems with the size, and then restoring. FreeBSD 4.4 and up have a featured command, the &man.growfs.8;, which will makes it possible to increase the size of a filesystem on the fly, removing this limitation. Filesystems are contained in partitions. This does not have the same meaning as the earlier usage of the term partition in this chapter, because of FreeBSD's Unix heritage. Each partition is identified by a letter, a through to h. Each partition can only contain one filesystem, which means that filesystems are often described by either their typical mount point on the root filesystem, 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 were earlier called partitions, and again, this is because of FreeBSD's Unix background. Slices are numbered, starting at 1, through to 4. slices partitions dangerously dedicated 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 . 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 . 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. Disk Device Codes Code Meaning ad ATAPI (IDE) disk da SCSI direct access disk acd ATAPI (IDE) CDROM cd SCSI CDROM fd Floppy disk
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). 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 (DOS partitions). The first slice contains a 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. .-----------------. --. | | | | DOS / Windows | | : : > First slice, ad0s1 : : | | | | :=================: ==: --. | | | Partition a, mounted as / | | | > referred to as ad0s2a | | | | | :-----------------: ==: | | | | Partition b, used as swap | | | > referred to as ad0s2b | | | | | :-----------------: ==: | Partition c, no | | | Partition e, used as /var > filesystem, all | | > referred to as ad0s2e | of FreeBSD slice, | | | | ad0s2c :-----------------: ==: | | | | | : : | Partition f, used as /usr | : : > referred to as ad0s2f | : : | | | | | | | | --' | `-----------------' --'
Creating Slices using FDisk 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. 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. shows an example from a system with two IDE disks. They have been called ad0 and ad2.
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 &gui.ok;. FDisk will start, with a display similar to that shown in . 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 DOS / Windows, and an extended slice, which may contain other drive letters for DOS / Windows. The third section shows the commands that are available in FDisk.
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 then 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 . 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. If you have already made space for FreeBSD (perhaps by using a tool such as Partition Magic) 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.
Fdisk Partition Using Entire Disk
When finished, press Q. Your changes will be saved in sysinstall, but will not yet be written to disk.
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. Make your choice and press Enter.
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.
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.
Exit Select Drive
The Tab key toggles between the last drive selected, &gui.ok;, and &gui.cancel;. Press the Tab once to toggle to the &gui.ok;, then press Enter to continue with the installation.
Creating Partitions using <application>Disklabel</application> 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. 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 variable length files; 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 optimise 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. 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. 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.
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 . 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. 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.
Sysinstall Disklabel Editor With Auto Defaults
To delete the suggested partitions, and 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 /), make sure the disk information 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 ). You can enter the size as the number of disk blocks you want to use, or, more usefully, as a number followed by either M for megabytes, G for gigabytes, or C for cylinders. Beginning with FreeBSD 5.x, users can select UFS2 using the Custom Newfs (Z) option. Either create labels with Auto Defaults and modify them with the Custom Newfs option, or add during the regurlar creation period. Do not forget to add -U for softupdates if you use the Custom Newfs option!
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 earlier, then delete the existing figure using Backspace, and then type in 64M, as shown in . Then press &gui.ok;.
Edit Root Partition Size
Having chosen the partition's size you will then asked whether this partition will contain a filesystem or swap space. The dialog box is shown in . This first partition will contain a filesystem, so check that FS is selected and then press Enter.
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 . The root filesystem's mount point is /, so type /, and then press Enter.
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 , although your values chosen may be different. Press Q to finish.
Sysinstall Disklabel Editor
- + Choosing What To Install 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 it 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 . Obviously, the most versatile system is one that includes everything. If there is adequate disk space, select All as shown in 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. Other distributions can be added after installation.
Choose Distributions
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. It is a collection of files which automates the downloading, compiling and installation. 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. User Confirmation Requested Would you like to install the FreeBSD ports collection? This will give you ready access to over &os.numports; ported software packages, at a cost of around &ports.size; 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.
Confirm Distributions
If satisfied with the options, select Exit with the arrow keys, ensure that &gui.ok; is highlighted, and press Enter to continue.
Choosing Your Installation Media If Installing from a CDROM, use the arrow keys to highlight Install from a FreeBSD CD/DVD. Ensure that &gui.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.
Choose Installation Media
FTP Installation Modes installation network FTP 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 FTP Passive mode This option instructs FreeBSD to use Passive mode for all FTP operations. This allows the user to pass through firewalls that do not allow incoming connections on random port addresses. FTP via a HTTP proxy, Install from an FTP server through a http proxy FTP via a HTTP proxy This option instructs FreeBSD 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).
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 used, 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 try and 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. 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. 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.
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 want to try the new Internet protocol (IPv6), 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 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.
Set Network Configuration For ed0
Use Tab to select the information fields and fill in appropriate information: Host The fully-qualified hostname, e.g. k6-2.example.com in this case. Domain The name of the domain that your machine is in, e.g. example.com for this case. IPv4 Gateway IP address of host forwarding packets to non-local destinations. Fill this in only 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. 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 &gui.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 after leaving the installation.
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. 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 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.
Editing <filename>inetd.conf</filename>
After adding the desired services, pressing Esc will display a menu which will allow exiting and saving the changes.
Anonymous FTP User Confirmation Requested Do you want to have anonymous FTP access to this machine? Yes [ No ] 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. 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 . To allow anonymous FTP, use the arrow keys to select [ Yes ] and press Enter. The following screen (or similar) will display:
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.
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.
Configure Network File Services Network File Services (NFS) allows sharing of files across a network. A machine can be configured as a server, a client, or both. Refer to for a more information. 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 or client, 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.
Editing <filename>exports</filename>
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.
NFS Client 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.
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 &man.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. Possible security profiles Extreme Moderate &man.sendmail.8; NO YES &man.sshd.8; NO YES &man.portmap.8; NO MAYBE The portmapper is enabled if the machine has been configured as an NFS client or server earlier in the installation. NFS server NO YES &man.securelevel.8; YES If you choose a security profile that sets the securelevel to Extreme or High, you must be aware of the implications. Please read the &man.init.8; manual page and pay particular attention to the meanings of the security levels, or you may have significant trouble later! NO
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.
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 &gui.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. 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.
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.
System Console Configuration Options
A commonly used option is the screen saver. Use the arrow keys to select Saver and then press Enter.
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:
Screen Saver Timeout
The value can be changed, then select &gui.ok; and press Enter to return to the System Console Configuration menu.
System Console Configuration Exit
Selecting Exit and pressing Enter will continue with the post-installation configurations.
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.
Select Your Region
The appropriate region is selected using the arrow keys and then press Enter.
Select Your Country
Select the appropriate country using the arrow keys and press Enter.
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.
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 proceed to 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. 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, &man.moused.8;, after installation for details on emulating the 3-button style. This example depicts a non-USB mouse configuration: 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.
Select Mouse Protocol Type
Use the arrow keys to select Type and press Enter.
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 &gui.ok; is highlighted and press Enter to exit this menu.
Configure Mouse Port
Use the arrow keys to select Port and press Enter.
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.
Enable The Mouse Daemon
Last, the mouse daemon is enabled and tested.
Test The Mouse Daemon
The cursor moved around the screen so the mouse daemon is running. Select [ Yes ] to return to the previous menu then select Exit with the arrow keys and press Enter to return to continue with the post-installation configuration.
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. 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 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. If you have graphics card and monitor information, select [ Yes ] and press Enter to proceed with configuring the X server.
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 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 . 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 CtrlAlt 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 CtrlAlt+ or CtrlAlt- . 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 &man.xvidtune.1; manual page before making any adjustments. Following a successful XFree86 configuration, it will proceed to the selection of a default desktop.
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.
Select Default Desktop
Use the arrow keys to select a desktop and press Enter. Installation of the selected desktop will proceed.
Install Packages The 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:
Select Package Category
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:
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, &gui.ok;, and &gui.cancel;. When you have finished marking the packages for installation, press Tab once to toggle to the &gui.ok; and press Enter to return to the Package Selection menu. The left and right arrow keys will also toggle between &gui.ok; and &gui.cancel;. This method can also be used to select &gui.ok; and press Enter to return to the Package Selection menu.
Install Packages
Use the arrow keys to select [ Install ] and press Enter. You will then need to confirm that you want to install the packages:
Confirm Package Installation
Selecting &gui.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.
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.
Select User
Select User with the arrow keys and press Enter.
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 user was also added to the wheel group to be able to become a superuser with root privileges. When you are satisfied, press &gui.ok; and the User and Group Management menu will redisplay:
Exit User and Group Management
Groups could 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.
Set <username>root</username> 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. Exiting Install If you need to configure additional network devices or to do any other configurations, 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.
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.
FreeBSD Bootup 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 initilization:. 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. Bootup of FreeBSD on the Alpha 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. 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.
- + Supported Hardware 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. Troubleshooting installation 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. 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. 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. 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. MS-DOS User's Questions and Answers DOS Many users wish to install FreeBSD on PCs inhabited by MS-DOS. Here are some commonly asked questions about installing FreeBSD on such systems: Help, I have no space! Do I need to delete everything first? If your machine is already running MS-DOS and has little or no free space available for the FreeBSD installation, all hope is not lost! You may find the FIPS utility, provided in the tools directory on the FreeBSD CDROM or various FreeBSD FTP sites to be quite useful. FIPS FIPS 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 defragment your MS-DOS partition using the Windows DEFRAG utility (go into Explorer, right-click on the hard drive, and choose to defrag your hard drive), or Norton Disk Tools. You then must run FIPS. It will prompt you for the rest of the information it needs. 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. Partition Magic There is also a very useful product from PowerQuest called Partition Magic. This application has far more functionality than FIPS, and is highly recommended if you plan to often add/remove operating systems (like me). However, it does cost money, and if you plan to install FreeBSD once and then leave it there, FIPS will probably be fine for you. Can I use compressed MS-DOS filesystems from FreeBSD? No. If you are using a utility such as Stacker or DoubleSpace, FreeBSD will only be able to use whatever portion of the filesystem you leave uncompressed. The rest of the filesystem will show up as one large file (the stacked/double spaced file!). Do not remove that file or you will probably regret it greatly! It is probably better to create another uncompressed primary MS-DOS partition and use this for communications between MS-DOS and FreeBSD. Can I mount my extended MS-DOS partition? partitions slices Yes. DOS extended partitions are mapped in at the end of the other slices in FreeBSD, e.g., your D: drive might be /dev/da0s5, your E: drive, /dev/da0s6, and so on. This example assumes, of course, that your extended partition is on SCSI drive 0. For IDE drives, substitute ad for da appropriately if installing 4.0-RELEASE or later, and substitute wd for da if you are installing a version of FreeBSD prior to 4.0. You otherwise mount extended partitions exactly like you would any other DOS drive, for example: &prompt.root; mount -t msdos /dev/ad0s5 /dos_d Alpha User's Questions and Answers Alpha This section answers some commonly asked questions about installing FreeBSD on Alpha systems. Can I boot from the ARC or Alpha BIOS Console? ARC Alpha BIOS SRM No. &os;, like Compaq Tru64 and VMS, will only boot from the SRM console. Help, I have no space! Do I need to delete everything first? Unfortunately, yes. Can I mount my Compaq Tru64 or VMS filesystems? No, not at this time. Valentino Vaschetto Contributed by Advanced Installation Guide This section describes how to install FreeBSD in exceptional cases. Installing FreeBSD on a System without a Monitor or Keyboard installation headless (serial console) serial console 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 these steps: Fetch the Right Boot Floppy Images First you will need to get the right disk images so that you can boot into the install program. The secret with using a serial console is that you tell the boot loader to send I/O through a serial port instead of displaying console output to the VGA device and trying to read input from a local keyboard. Enough of that now, let's get back to getting these disk images. You will need to get kern.flp and mfsroot.flp from the floppies directory. Write the Image Files to the Floppy Disks The image files, such as kern.flp, are not regular files that you copy to the disk. Instead, they are images of the complete contents of the disk. This means that you can not use commands like DOS' copy to write the files. Instead, you must use specific tools to write the images directly to the disk. fdimage If you are creating the floppies on a computer running DOS 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. 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 &man.dd.1; command to write the image files directly to disk. On FreeBSD you would run: &prompt.root; 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. Enabling the Boot Floppies to Boot into a Serial Console Do not try to mount the floppy if it is write-protected. mount 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 &man.mount.8; command. &prompt.root; mount /dev/fd0 /mnt Now that you have the floppy mounted, you must change into the floppy directory: &prompt.root; 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. &prompt.root; echo "/boot/loader -h" > boot.config Now that you have your floppy configured correctly, you must unmount the floppy using the &man.umount.8; command: &prompt.root; cd / &prompt.root; umount /mnt Now you can remove the floppy from the floppy drive. Connecting Your Null Modem Cable 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. 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. Connecting to Your Headless Machine cu Now you have to connect to that machine with &man.cu.1;: &prompt.root; cu -l /dev/cuaa0 That's it! You should be able to control the headless machine through your cu session now. 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. Just select the FreeBSD color console and proceed with your install! Preparing Your Own Installation Media 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, FreeBSD does not recognize your CD/DVD drive, but 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. Creating an installation CDROM As part of each release, the FreeBSD project makes available five 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. 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: 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. version-disc3.iso As many additional third party packages as would fit on the disc. version-disc4.iso As many additional third party packages as would fit on the disc.
The mini ISO was only produced for FreeBSD 4.4 and subsequent releases. The images for discs two, three, and four were only produced for FreeBSD 4.5 and subsequent releases. 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 ) 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.
Write the CDs You must then write the CD images to disc. If you will be doing this on another FreeBSD system then see for more information (in particular, and ). 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.
Creating a Local FTP Site with a FreeBSD Disk installation network FTP 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. On the FreeBSD computer that will host the FTP site, ensure that the CDROM is in the drive, and mounted on /cdrom. &prompt.root; mount /cdrom Create an account for anonymous FTP in /etc/passwd. Do this by editing /etc/passwd using &man.vipw.8; and adding this line. ftp:*:99:99::0:0:FTP:/cdrom:/nonexistent 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. 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. Creating Installation Floppies 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: &prompt.root; fdformat -f 1440 fd0.1440 &prompt.root; disklabel -w -r fd0.1440 floppy3 &prompt.root; newfs -t 2 -u 18 -l 1 -i 65536 /dev/fd0 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 5 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. Installing from an MS-DOS Partition installation from MS-DOS 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 bin distribution can be found in the &rel.current;/bin/ directory. 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. Creating an Installation Tape installation from QIC/SCSI 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: &prompt.root; cd /freebsd/distdir &prompt.root; tar cvf /dev/rwt0 dist1 ... dist2 When you go to do the installation, you should also 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 stuff written on tape. 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. Before Installing over a Network installation network serial (SLIP or PPP) installation network parallel (PLIP) installation network Ethernet There are three types of network installations you can do. 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 (see below), 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. Before Installing via NFS installation network NFS The NFS installation is fairly straight-forward. Simply copy the FreeBSD distribution files you want onto a server somewhere 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, e.g., if your FreeBSD 3.4 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 . 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.
diff --git a/en_US.ISO8859-1/books/handbook/introduction/chapter.sgml b/en_US.ISO8859-1/books/handbook/introduction/chapter.sgml index ee4005773e..d592989473 100644 --- a/en_US.ISO8859-1/books/handbook/introduction/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/introduction/chapter.sgml @@ -1,921 +1,921 @@ Jim Mock Restructured, reorganized, and parts rewritten by Introduction - + 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. Welcome to FreeBSD! 4.4BSD-Lite FreeBSD is a 4.4BSD-Lite based operating system for the Intel architecture (x86) and DEC Alpha based systems. Ports to other architectures are also underway. For a brief overview of FreeBSD, see the next section. 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. What Can FreeBSD Do? FreeBSD has many noteworthy features. Some of these are: preemptive multitasking 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 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. TCP/IP networking 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 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) and was designed as such from the ground up. X Window System XFree86 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 Linux binary compatibility SCO binary compatibility SVR4 binary compatibility BSD/OS binary compatibility NetBSD 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. virtual memory 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. Symmetric Multi-Processing (SMP) SMP support for machines with multiple CPUs. compilers C compilers C++ compilers Fortran 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 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! 4.4BSD-Lite Computer Systems Research Group (CSRG) U.C. Berkeley 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 FTP servers web servers World Wide Web servers (standard or secure [SSL]) firewall IP masquerading Firewalls and NAT (IP masquerading) gateways electronic mail Electronic Mail servers USENET 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. router DNS Server 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 System XFree86 X Window System Accelerated-X 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 X Inside. 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. GNU Compiler Collection 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 and via anonymous FTP. Please see for more information about obtaining FreeBSD. Who uses FreeBSD? Users Large sites running FreeBSD FreeBSD is used to power some of the biggest sites on the Internet, including: Yahoo! Yahoo! Apache Apache Blue Mountain Arts Blue Mountain Arts Pair Networks Pair Networks Sony Japan Sony Japan Netcraft Netcraft Weathernews Weathernews Supervalu Supervalu TELEHOUSE America TELEHOUSE America Sophos Anti-Virus Sophos Anti-Virus JMA Wired JMA Wired and many more. 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. Jordan Hubbard Contributed by A Brief History of FreeBSD 386BSD Patchkit Hubbard, Jordan Williams, Nate Grimes, Rod FreeBSD Project History 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. 386BSD 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. Jolitz, Bill 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. Greenman, David Walnut Creek CDROM 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. 4.3BSD-Lite Net/2 U.C. Berkeley 386BSD Free Software Foundation 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. Novell U.C. Berkeley Net/2 AT&amp;T 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 came out in March 2000, 4.1 was released in July 2000, 4.2 in November 2000, 4.3 in April 2001, and 4.4 in September 2001. There will be more releases along the 4.X-stable (RELENG_4) branch well into 2002. Long-term development projects continue to take place in the 5.0-CURRENT (trunk) branch, and SNAPshot releases of 5.0 on CDROM (and, of course, on the net) are continually made available from the snapshot server as work progresses. Jordan Hubbard Contributed by FreeBSD Project Goals FreeBSD Project Goals 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. GNU General Public License (GPL) GNU Lesser General Public License (LGPL) BSD Copyright 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. Satoshi Asami Contributed by The FreeBSD Development Model FreeBSD Project Development Model The development of FreeBSD is a very open and flexible process, FreeBSD being literally built from the contributions of hundreds of people around the world, as can be seen from our list of contributors. 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 &a.hackers;. The &a.announce; 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 CVS repository Concurrent Versions System CVS 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, as well as the -CURRENT and -STABLE trees which are checked out of it, can 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 committers The committers are the people who have write access to the CVS tree, and are thus authorized to make modifications to the FreeBSD source (the term committer comes from the &man.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 &man.send-pr.1; command, though if something appears to be jammed in the system then you may also reach them by sending mail to the &a.committers;. The FreeBSD core team 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 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 actually 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 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 &a.hackers; (see mailing list info) where such things are discussed. 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 thereby 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, and 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! The Current FreeBSD Release NetBSD OpenBSD 386BSD Free Software Foundation U.C. Berkeley Computer Systems Research Group (CSRG) 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 IV (or compatible), Xeon, DEC Alpha and SPARC64 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 hundreds of bug fixes. We have also taken the comments and suggestions of many of our users to heart and have attempted to provide what we hope is a more sane and easily understood installation process. Your feedback on this (constantly evolving) process is especially welcome! 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 &os.numports; 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 &ports.size; 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. 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 machine running FreeBSD 2.1 or later. You may view the locally installed manuals with any HTML capable browser using the following URLs: The FreeBSD Handbook /usr/share/doc/handbook/index.html The FreeBSD FAQ /usr/share/doc/faq/index.html You can also view the master (and most frequently updated) copies at http://www.FreeBSD.org/. diff --git a/en_US.ISO8859-1/books/handbook/kernelconfig/chapter.sgml b/en_US.ISO8859-1/books/handbook/kernelconfig/chapter.sgml index fabbf37962..e979579503 100644 --- a/en_US.ISO8859-1/books/handbook/kernelconfig/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/kernelconfig/chapter.sgml @@ -1,1484 +1,1484 @@ Jim Mock Updated and restructured by Jake Hamby Originally contributed by Configuring the FreeBSD Kernel - + Synopsis kernel building a custom kernel The kernel is the core of the FreeBSD operating system. It is responsible for managing memory, enforcing security controls, networking, disk access, and much more. While more and more of FreeBSD becomes dynamically configurable it is still occasionally necessary to reconfigure and recompile your kernel. After reading this chapter, you will know: Why you might need to build a custom kernel. How to write a kernel configuration file, or alter an existing configuration file. How to use the kernel configuration file to create and build a new kernel. How to install the new kernel. How to create any entries in /dev that may be required. How to troubleshoot if things go wrong. - + Why Build a Custom Kernel? Traditionally, FreeBSD has had what is called a monolithic kernel. This means that the kernel was one large program, supported a fixed list of devices, and if you wanted to change the kernel's behavior then you had to compile a new kernel, and then reboot your computer with the new kernel. Today, FreeBSD is rapidly moving to a model where much of the kernel's functionality is contained in modules which can be dynamically loaded and unloaded from the kernel as necessary. This allows the kernel to adapt to new hardware suddenly becoming available (such as PCMCIA cards in a laptop), or for new functionality to be brought into the kernel that was not necessary when the kernel was originally compiled. Colloquially these are called KLDs. Despite this, it is still necessary to carry out some static kernel configuration. In some cases this is because the functionality is so tied to the kernel that it can not be made dynamically loadable. In others it may simply be because no one has yet taken the time to write a dynamic loadable kernel module for that functionality yet. Building a custom kernel is one of the most important rites of passage nearly every Unix user must endure. This process, while time consuming, will provide many benefits to your FreeBSD system. Unlike the GENERIC kernel, which must support a wide range of hardware, a custom kernel only contains support for your PC's hardware. This has a number of benefits, such as: Faster boot time. Since the kernel will only probe the hardware you have on your system, the time it takes your system to boot will decrease dramatically. Less memory usage. A custom kernel often uses less memory than the GENERIC kernel, which is important because the kernel must always be present in real memory. For this reason, a custom kernel is especially useful on a system with a small amount of RAM. Additional hardware support. A custom kernel allows you to add in support for devices such as sound cards, which are not present in the GENERIC kernel. Building and Installing a Custom Kernel kernel building / installing First, let us take a quick tour of the kernel build directory. All directories mentioned will be relative to the main /usr/src/sys directory, which is also accessible through /sys. There are a number of subdirectories here representing different parts of the kernel, but the most important, for our purposes, are arch/conf, where you will edit your custom kernel configuration, and compile, which is the staging area where your kernel will be built. arch represents either i386, alpha, or pc98 (an alternative development branch of PC hardware, popular in Japan). Everything inside a particular architecture's directory deals with that architecture only; the rest of the code is common to all platforms to which FreeBSD could potentially be ported. Notice the logical organization of the directory structure, with each supported device, filesystem, and option in its own subdirectory. If there is not a /usr/src/sys directory on your system, then the kernel source has not been installed. The easiest way to do this is by running /stand/sysinstall as root, choosing Configure, then Distributions, then src, then sys. If you have an aversion to sysinstall and you have access to an official FreeBSD CDROM, then you can also install the source from the command line: &prompt.root; mount /cdrom &prompt.root; mkdir -p /usr/src/sys &prompt.root; ln -s /usr/src/sys /sys &prompt.root; cat /cdrom/src/ssys.[a-d]* | tar -xzvf - Next, move to the arch/conf directory and copy the GENERIC configuration file to the name you want to give your kernel. For example: &prompt.root; cd /usr/src/sys/i386/conf &prompt.root; cp GENERIC MYKERNEL Traditionally, this name is in all capital letters and, if you are maintaining multiple FreeBSD machines with different hardware, it is a good idea to name it after your machine's hostname. We will call it MYKERNEL for the purpose of this example. Storing your kernel config file directly under /usr/src can be a bad idea. If you are experiencing problems it can be tempting to just delete /usr/src and start again. Five seconds after you do that you realize that you have deleted your custom kernel config file. You might want to keep your kernel config file elsewhere, and then create a symbolic link to the file in the i386 directory. For example: &prompt.root; cd /usr/src/sys/i386/conf &prompt.root; mkdir /root/kernels &prompt.root; cp GENERIC /root/kernels/MYKERNEL &prompt.root; ln -s /root/kernels/MYKERNEL You must execute these and all of the following commands under the root account or you will get permission denied errors. Now, edit MYKERNEL with your favorite text editor. If you are just starting out, the only editor available will probably be vi, which is too complex to explain here, but is covered well in many books in the bibliography. However, FreeBSD does offer an easier editor called ee which, if you are a beginner, should be your editor of choice. Feel free to change the comment lines at the top to reflect your configuration or the changes you have made to differentiate it from GENERIC. SunOS If you have built a kernel under SunOS or some other BSD operating system, much of this file will be very familiar to you. If you are coming from some other operating system such as DOS, on the other hand, the GENERIC configuration file might seem overwhelming to you, so follow the descriptions in the Configuration File section slowly and carefully. Be sure to always check the file /usr/src/UPDATING, before you perform any update steps, in the case you sync your source tree with the latest sources of the FreeBSD project. In this file all important issues with updating FreeBSD are written down. /usr/src/UPDATING always fits to your version of the FreeBSD source, and is therefore more accurate for those information than the handbook. You must now compile the source code for the kernel. There are two procedures you can use to do this, and the one you will use depends on why you are rebuilding the kernel, and the version of FreeBSD you are running. If you have installed only the kernel source code, use procedure 1. If you are running a FreeBSD version prior to 4.0, and you are not upgrading to FreeBSD 4.0 or higher using the make world procedure, use procedure 1. If you are building a new kernel without updating the source code (perhaps just to add a new option, such as IPFIREWALL) you can use either procedure. If you are rebuilding the kernel as part of a make world process, use procedure 2. Procedure 1. Building a kernel the <quote>traditional</quote> way Run &man.config.8; to generate the kernel source code. &prompt.root; /usr/sbin/config MYKERNEL Change into the build directory. &prompt.root; cd ../../compile/MYKERNEL Compile the kernel. &prompt.root; make depend &prompt.root; make Install the new kernel. &prompt.root; make install Procedure 2. Building a kernel the <quote>new</quote> way Change to the /usr/src directory. &prompt.root; cd /usr/src Compile the kernel. &prompt.root; make buildkernel KERNCONF=MYKERNEL Install the new kernel. &prompt.root; make installkernel KERNCONF=MYKERNEL In FreeBSD 4.2 and older you must replace KERNCONF= with KERNEL=. 4.2-STABLE that was fetched after Feb 2nd, 2001 does recognize KERNCONF=. cvsup anonymous CVS CTM CVS anonymous If you have not upgraded your source tree in any way (you have not run CVSup, CTM, or used anoncvs), then you should use the config, make depend, make, make install sequence. kernel.old The new kernel will be copied to the root directory as /kernel and the old kernel will be moved to /kernel.old. Now, shutdown the system and reboot to use your new kernel. In case something goes wrong, there are some troubleshooting instructions at the end of this chapter. Be sure to read the section which explains how to recover in case your new kernel does not boot. As of FreeBSD 5.0, kernels are installed along with their modules in /boot/kernel, and old kernels will be backed up as /boot/kernel.old. Other files relating to the boot process, such as the boot &man.loader.8; and configuration are also stored in /boot. Third party or custom modules may be placed in /boot/modules, although users should be aware that keeping modules in sync with the compiled kernel is very important. Modules not intended to run with the compiled kernel may result in instability or incorrectness. If you have added any new devices (such as sound cards) and you are running FreeBSD 4.X or previous versions, you may have to add some device nodes to your /dev directory before you can use them. For more information, take a look at Making Device Nodes section later on in this chapter. The Configuration File kernel LINT LINT kernel config file The general format of a configuration file is quite simple. Each line contains a keyword and one or more arguments. For simplicity, most lines only contain one argument. Anything following a # is considered a comment and ignored. The following sections describe each keyword, generally in the order they are listed in GENERIC, although some related keywords have been grouped together in a single section (such as Networking) even though they are actually scattered throughout the GENERIC file. An exhaustive list of options and more detailed explanations of the device lines is present in the LINT configuration file, located in the same directory as GENERIC. If you are in doubt as to the purpose or necessity of a line, check first in LINT. Quoting numbers In all versions of FreeBSD up to and including 3.X, &man.config.8; required that any strings in the configuration file that contained numbers used as text had to be enclosed in double quotes. This requirement was removed in the 4.X branch, which this book covers, so if you are on a pre-4.X system, see the /usr/src/sys/i386/conf/LINT and /usr/src/sys/i386/conf/GENERIC files on your system for examples. kernel example config file The following is an example GENERIC kernel configuration file with various additional comments where needed for clarity. This example should match your copy in /usr/src/sys/i386/conf/GENERIC fairly closely. For details of all the possible kernel options, see /usr/src/sys/i386/conf/LINT. # # GENERIC -- Generic kernel configuration file for FreeBSD/i386 # # For more information on this file, please read the handbook section on # Kernel Configuration Files: # # http://www.FreeBSD.org/doc/en_US.ISO8859-1/books/handbook/kernelconfig-config.html # # The handbook is also available locally in /usr/share/doc/handbook # if you've installed the doc distribution, otherwise always see the # FreeBSD World Wide Web server (http://www.FreeBSD.ORG/) for the # latest information. # # An exhaustive list of options and more detailed explanations of the # device lines is also present in the ./LINT configuration file. If you are # in doubt as to the purpose or necessity of a line, check first in LINT. # # $FreeBSD: src/sys/i386/conf/GENERIC,v 1.246 2000/03/09 16:32:55 jlemon Exp $ The following are the mandatory keywords required in every kernel you build: kernel options machine machine i386 This is the machine architecture. It must be either i386, alpha, or pc98. kernel options cpu cpu I386_CPU cpu I486_CPU cpu I586_CPU cpu I686_CPU The above specifies the type of CPU you have in your system. You may have multiple instances of the CPU line (i.e., you are not sure whether you should use I586_CPU or I686_CPU), however, for a custom kernel, it is best to specify only the CPU you have. If you are unsure of your CPU type, you can use the &man.dmesg.8; command to view your boot up messages. In FreeBSD 5.0, support for I386_CPU is disabled by default. kernel options cpu type The Alpha architecture has different values for cpu. They include: cpu EV4 cpu EV5 If you are using an Alpha machine, you should be using one of the above CPU types. kernel options ident ident GENERIC This is the identification of the kernel. You should change this to whatever you named your kernel, as in our previous example, MYKERNEL. The value you put in the ident string will print when you boot up the kernel, so it is useful to give the new kernel a different name if you want to keep it separate from your usual kernel (i.e., you want to build an experimental kernel). kernel options maxusers maxusers n The maxusers option sets the size of a number of important system tables. This number is supposed to be roughly equal to the number of simultaneous users you expect to have on your machine. Starting with FreeBSD 4.5, the system will auto-tune this setting for you if you explicitly set it to 0 The auto-tuning algorithm sets maxuser equal to the amount of memory in the system, with a minimum of 32, and a maximum of 384.. If you are using an earlier version of FreeBSD, or you want to manage it yourself you will want to set maxusers to at least 4, especially if you are using the X Window System or compiling software. The reason is that the most important table set by maxusers is the maximum number of processes, which is set to 20 + 16 * maxusers, so if you set maxusers to 1, then you can only have 36 simultaneous processes, including the 18 or so that the system starts up at boot time, and the 15 or so you will probably create when you start the X Window System. Even a simple task like reading a manual page will start up nine processes to filter, decompress, and view it. Setting maxusers to 64 will allow you to have up to 1044 simultaneous processes, which should be enough for nearly all uses. If, however, you see the dreaded proc table full error when trying to start another program, or are running a server with a large number of simultaneous users (like ftp.FreeBSD.org), you can always increase the number and rebuild. maxusers does not limit the number of users which can log into your machine. It simply sets various table sizes to reasonable values considering the maximum number of users you will likely have on your system and how many processes each of them will be running. One keyword which does limit the number of simultaneous remote logins is pseudo-device pty 16. # Floating point support - do not disable. device npx0 at nexus? port IO_NPX irq 13 npx0 is the interface to the floating point math unit in FreeBSD, which is either the hardware co-processor or the software math emulator. This is not optional. # Pseudo devices - the number indicates how many units to allocate. pseudo-device loop # Network loopback This is the generic loopback device for TCP/IP. If you telnet or FTP to localhost (a.k.a., 127.0.0.1) it will come back at you through this pseudo-device. This is mandatory. Everything that follows is more or less optional. See the notes underneath or next to each option for more information. #makeoptions DEBUG=-g #Build kernel with gdb(1) debug symbols options MATH_EMULATE #Support for x87 emulation This line allows the kernel to simulate a math co-processor if your computer does not have one (386 or 486SX). If you have a 486DX, or a 386 or 486SX (with a separate 387 or 487 chip), or higher (Pentium, Pentium II, etc.), you can comment this line out. The normal math co-processor emulation routines that come with FreeBSD are not very accurate. If you do not have a math co-processor, and you need the best accuracy, it is recommended that you change this option to GPL_MATH_EMULATE to use the GNU math support, which is not included by default for licensing reasons. In FreeBSD 5.0, math emulation is disabled by default, as older CPUs that do not have native floating point math support are far less common, and in many cases not supported by the native FreeBSD kernel without other additional options. options INET #InterNETworking Networking support. Leave this in, even if you do not plan to be connected to a network. Most programs require at least loopback networking (i.e., making network connections within your PC), so this is essentially mandatory. options INET6 #IPv6 communications protocols This enables the IPv6 communication protocols. options FFS #Berkeley Fast Filesystem options FFS_ROOT #FFS usable as root device [keep this!] This is the basic hard drive filesystem. Leave it in if you boot from the hard disk. In FreeBSD 5.0, FFS_ROOT is no longer required. options UFS_ACL #Support for access control lists This option, present only in FreeBSD 5.0, enables kernel support for access control lists. This relies on the use of extended attributes and UFS2, and the feature is described in detail in the . ACLs are enabled by default, and should not be disabled in the kernel if they have been used previously on a file system, as this will remove the access control lists changing the way files are protected in unpredictable ways. options UFS_DIRHASH #Improve performance on big directories This option includes some code to speed up disk operations on large directories, at the expense of using a some additional memory. You would normally keep this for a large server, or interactive workstation, and remove it if you are using FreeBSD on a smaller system where memory is at a premium and disk access speed is less important, such as a firewall. options SOFTUPDATES #Enable FFS Soft Updates support This option enables Soft Updates in the kernel, this will help speed up write access on the disks. They are enabled by default in the 4.X branch but may not be turned on. Review the output from &man.mount.8; to see if you have them enabled. If you do not see the soft-updates option then you will need to activate it using the &man.tunefs.8; or &man.newfs.8; for new filesystems. options MFS #Memory Filesystem options MD_ROOT #MD is a potential root device This is the memory-mapped filesystem. This is basically a RAM disk for fast storage of temporary files, useful if you have a lot of swap space that you want to take advantage of. A perfect place to mount an MFS partition is on the /tmp directory, since many programs store temporary data here. To mount an MFS RAM disk on /tmp, add the following line to /etc/fstab: /dev/ad1s2b /tmp mfs rw 0 0 Now you simply need to either reboot, or run the command mount /tmp. In FreeBSD 5.0, &man.md.4;-backed UFS file systems are used for memory file systems rather than MFS. Information on configuring MD-backed file systems may be found in the man pages for &man.mdconfig.8; and &man.mdmfs.8;. As a result, the MFS option is no longer supported. kernel options NFS kernel options NFS_ROOT options NFS #Network Filesystem options NFS_ROOT #NFS usable as root device, NFS required The network filesystem. Unless you plan to mount partitions from a Unix file server over TCP/IP, you can comment these out. kernel options MSDOSFS options MSDOSFS #MSDOS Filesystem The MS-DOS filesystem. Unless you plan to mount a DOS formatted hard drive partition at boot time, you can safely comment this out. It will be automatically loaded the first time you mount a DOS partition, as described above. Also, the excellent mtools software (in the ports collection) allows you to access DOS floppies without having to mount and unmount them (and does not require MSDOSFS at all). options CD9660 #ISO 9660 Filesystem options CD9660_ROOT #CD-ROM usable as root, CD9660 required The ISO 9660 filesystem for CDROMs. Comment it out if you do not have a CDROM drive or only mount data CDs occasionally (since it will be dynamically loaded the first time you mount a data CD). Audio CDs do not need this filesystem. options PROCFS #Process filesystem The process filesystem. This is a pretend filesystem mounted on /proc which allows programs like &man.ps.1; to give you more information on what processes are running. In FreeBSD 5.0, use of PROCFS is not required under most circumstances, as most debugging and monitoring tools have been adapted to run without PROCFS. In addition, 5.0-CURRENT kernels making use of PROCFS must now also include support for PSEUDOFS: options PSEUDOFS #Pseudo-filesystem framework PSEUDOFS is not available in FreeBSD 4.X. Unlike in FreeBSD 4.X, new installs of FreeBSD 5.0 will not mount the process file system by default. options COMPAT_43 #Compatible with BSD 4.3 [KEEP THIS!] Compatibility with 4.3BSD. Leave this in; some programs will act strangely if you comment this out. options COMPAT_FREEBSD4 #Compatible with FreeBSD4 This option is required on FreeBSD 5.0 i386 and alpha systems to support applications compiled on older versions of FreeBSD that use older system call interfaces. It is recommended that this option be used on all i386 and alpha systems that may run older applications; platforms that gained support only in 5.0, such as ia64 and sparc64, do not require this option. options SCSI_DELAY=15000 #Delay (in ms) before probing SCSI This causes the kernel to pause for 15 seconds before probing each SCSI device in your system. If you only have IDE hard drives, you can ignore this, otherwise you will probably want to lower this number, perhaps to 5 seconds, to speed up booting. Of course, if you do this, and FreeBSD has trouble recognizing your SCSI devices, you will have to raise it back up. options UCONSOLE #Allow users to grab the console Allow users to grab the console, which is useful for X users. For example, you can create a console xterm by typing xterm -C, which will display any &man.write.1;, &man.talk.1;, and any other messages you receive, as well as any console messages sent by the kernel. In FreeBSD 5.0, UCONSOLE is no longer required. options USERCONFIG #boot -c editor This option allows you to boot the configuration editor from the boot menu. options VISUAL_USERCONFIG #visual boot -c editor This option allows you to boot the visual configuration editor from the boot menu. From FreeBSD versions 5.0 and later, userconfig has been depreciated in favor of the new &man.device.hints.5; method. For more information on &man.device.hints.5; please visit options KTRACE #ktrace(1) support This enables kernel process tracing, which is useful in debugging. options SYSVSHM #SYSV-style shared memory This option provides for System V shared memory. The most common use of this is the XSHM extension in X, which many graphics-intensive programs will automatically take advantage of for extra speed. If you use X, you will definitely want to include this. options SYSVSEM #SYSV-style semaphores Support for System V semaphores. Less commonly used but only adds a few hundred bytes to the kernel. options SYSVMSG #SYSV-style message queues Support for System V messages. Again, only adds a few hundred bytes to the kernel. The &man.ipcs.1; command will list any processes using each of these System V facilities. options P1003_1B #Posix P1003_1B real-time extensions options _KPOSIX_PRIORITY_SCHEDULING Real-time extensions added in the 1993 POSIX. Certain applications in the ports collection use these (such as StarOffice). In FreeBSD 5.0, all of this functionality is now provided by the _KPOSIX_PRIORITY_SCHEDULING option, and P1003_1B is no longer required. kernel options ICMP_BANDLIM Denial of Service (DoS) options ICMP_BANDLIM #Rate limit bad replies This option enables ICMP error response bandwidth limiting. You typically want this option as it will help protect the machine from denial of service packet attacks. In FreeBSD 5.0, this feature is enabled by default and the ICMP_BANDLIM option is not required. kernel options SMP # To make an SMP kernel, the next two are needed #options SMP # Symmetric MultiProcessor Kernel #options APIC_IO # Symmetric (APIC) I/O The above are both required for SMP support. device isa All PCs supported by FreeBSD have one of these. If you have an IBM PS/2 (Micro Channel Architecture), FreeBSD provides some limited support at this time. For more information about the MCA support, see /usr/src/sys/i386/conf/LINT. device eisa Include this if you have an EISA motherboard. This enables auto-detection and configuration support for all devices on the EISA bus. device pci Include this if you have a PCI motherboard. This enables auto-detection of PCI cards and gatewaying from the PCI to ISA bus. # Floppy drives device fdc0 at isa? port IO_FD1 irq 6 drq 2 device fd0 at fdc0 drive 0 device fd1 at fdc0 drive 1 This is the floppy drive controller. fd0 is the A: floppy drive, and fd1 is the B: drive. device ata This driver supports all ATA and ATAPI devices. You only need one device ata line for the kernel to detect all PCI ATA/ATAPI devices on modern machines. device atadisk # ATA disk drives This is needed along with device ata for ATA disk drives. device atapicd # ATAPI CDROM drives This is needed along with device ata for ATAPI CDROM drives. device atapifd # ATAPI floppy drives This is needed along with device ata for ATAPI floppy drives. device atapist # ATAPI tape drives This is needed along with device ata for ATAPI tape drives. options ATA_STATIC_ID #Static device numbering This makes the controller number static (like the old driver) or else the device numbers are dynamically allocated. # ATA and ATAPI devices device ata0 at isa? port IO_WD1 irq 14 device ata1 at isa? port IO_WD2 irq 15 Use the above for older, non-PCI systems. # SCSI Controllers device ahb # EISA AHA1742 family device ahc # AHA2940 and onboard AIC7xxx devices device amd # AMD 53C974 (Teckram DC-390(T)) device dpt # DPT Smartcache - See LINT for options! device isp # Qlogic family device ncr # NCR/Symbios Logic device sym # NCR/Symbios Logic (newer chipsets) device adv0 at isa? device adw device bt0 at isa? device aha0 at isa? device aic0 at isa? SCSI controllers. Comment out any you do not have in your system. If you have an IDE only system, you can remove these altogether. # SCSI peripherals device scbus # SCSI bus (required) device da # Direct Access (disks) device sa # Sequential Access (tape etc) device cd # CD device pass # Passthrough device (direct SCSI access) SCSI peripherals. Again, comment out any you do not have, or if you have only IDE hardware, you can remove them completely. # RAID controllers device ida # Compaq Smart RAID device amr # AMI MegaRAID device mlx # Mylex DAC960 family Supported RAID controllers. If you do not have any of these, you can comment them out or remove them. # atkbdc0 controls both the keyboard and the PS/2 mouse device atkbdc0 at isa? port IO_KBD The keyboard controller (atkbdc) provides I/O services for the AT keyboard and PS/2 style pointing devices. This controller is required by the keyboard driver (atkbd) and the PS/2 pointing device driver (psm). device atkbd0 at atkbdc? irq 1 The atkbd driver, together with atkbdc controller, provides access to the AT 84 keyboard or the AT enhanced keyboard which is connected to the AT keyboard controller. device psm0 at atkbdc? irq 12 Use this device if your mouse plugs into the PS/2 mouse port. device vga0 at isa? The video card driver. # splash screen/screen saver pseudo-device splash Splash screen at start up! Screen savers require this too. # syscons is the default console driver, resembling an SCO console device sc0 at isa? sc0 is the default console driver, which resembles a SCO console. Since most full-screen programs access the console through a terminal database library like termcap, it should not matter whether you use this or vt0, the VT220 compatible console driver. When you log in, set your TERM variable to scoansi if full-screen programs have trouble running under this console. # Enable this and PCVT_FREEBSD for pcvt vt220 compatible console driver #device vt0 at isa? #options XSERVER # support for X server on a vt console #options FAT_CURSOR # start with block cursor # If you have a ThinkPAD, uncomment this along with the rest of the PCVT lines #options PCVT_SCANSET=2 # IBM keyboards are non-std This is a VT220-compatible console driver, backward compatible to VT100/102. It works well on some laptops which have hardware incompatibilities with sc0. Also set your TERM variable to vt100 or vt220 when you log in. This driver might also prove useful when connecting to a large number of different machines over the network, where termcap or terminfo entries for the sc0 device are often not available — vt100 should be available on virtually any platform. # Power management support (see LINT for more options) device apm0 at nexus? disable flags 0x20 # Advanced Power Management Advanced Power Management support. Useful for laptops. # PCCARD (PCMCIA) support device card device pcic0 at isa? irq 10 port 0x3e0 iomem 0xd0000 device pcic1 at isa? irq 11 port 0x3e2 iomem 0xd4000 disable PCMCIA support. You want this if you are using a laptop. # Serial (COM) ports device sio0 at isa? port IO_COM1 flags 0x10 irq 4 device sio1 at isa? port IO_COM2 irq 3 device sio2 at isa? disable port IO_COM3 irq 5 device sio3 at isa? disable port IO_COM4 irq 9 These are the four serial ports referred to as COM1 through COM4 in the MS-DOS/Windows world. If you have an internal modem on COM4 and a serial port at COM2, you will have to change the IRQ of the modem to 2 (for obscure technical reasons, IRQ2 = IRQ 9) in order to access it from FreeBSD. If you have a multiport serial card, check the manual page for &man.sio.4; for more information on the proper values for these lines. Some video cards (notably those based on S3 chips) use IO addresses in the form of 0x*2e8, and since many cheap serial cards do not fully decode the 16-bit IO address space, they clash with these cards making the COM4 port practically unavailable. Each serial port is required to have a unique IRQ (unless you are using one of the multiport cards where shared interrupts are supported), so the default IRQs for COM3 and COM4 cannot be used. # Parallel port device ppc0 at isa? irq 7 This is the ISA-bus parallel port interface. device ppbus # Parallel port bus (required) Provides support for the parallel port bus. device lpt # Printer Support for parallel port printers. All three of the above are required to enable parallel printer support. device plip # TCP/IP over parallel This is the driver for the parallel network interface. device ppi # Parallel port interface device The general-purpose I/O (geek port) + IEEE1284 I/O. #device vpo # Requires scbus and da zip drive This is for an Iomega Zip drive. It requires scbus and da support. Best performance is achieved with ports in EPP 1.9 mode. # PCI Ethernet NICs. device de # DEC/Intel DC21x4x (Tulip) device fxp # Intel EtherExpress PRO/100B (82557, 82558) device tx # SMC 9432TX (83c170 EPIC) device vx # 3Com 3c590, 3c595 (Vortex) device wx # Intel Gigabit Ethernet Card (Wiseman) Various PCI network card drivers. Comment out or remove any of these not present in your system. # PCI Ethernet NICs that use the common MII bus controller code. device miibus # MII bus support MII bus support is required for some PCI 10/100 Ethernet NICs, namely those which use MII-compliant transceivers or implement transceiver control interfaces that operate like an MII. Adding device miibus to the kernel config pulls in support for the generic miibus API and all of the PHY drivers, including a generic one for PHYs that are not specifically handled by an individual driver. device dc # DEC/Intel 21143 and various workalikes device rl # RealTek 8129/8139 device sf # Adaptec AIC-6915 (Starfire) device sis # Silicon Integrated Systems SiS 900/SiS 7016 device ste # Sundance ST201 (D-Link DFE-550TX) device tl # Texas Instruments ThunderLAN device vr # VIA Rhine, Rhine II device wb # Winbond W89C840F device xl # 3Com 3c90x (Boomerang, Cyclone) Drivers that use the MII bus controller code. # ISA Ethernet NICs. device ed0 at isa? port 0x280 irq 10 iomem 0xd8000 device ex device ep # WaveLAN/IEEE 802.11 wireless NICs. Note: the WaveLAN/IEEE really # exists only as a PCMCIA device, so there is no ISA attachment needed # and resources will always be dynamically assigned by the pccard code. device wi # Aironet 4500/4800 802.11 wireless NICs. Note: the declaration below will # work for PCMCIA and PCI cards, as well as ISA cards set to ISA PnP # mode (the factory default). If you set the switches on your ISA # card for a manually chosen I/O address and IRQ, you must specify # those parameters here. device an # The probe order of these is presently determined by i386/isa/isa_compat.c. device ie0 at isa? port 0x300 irq 10 iomem 0xd0000 device fe0 at isa? port 0x300 device le0 at isa? port 0x300 irq 5 iomem 0xd0000 device lnc0 at isa? port 0x280 irq 10 drq 0 device cs0 at isa? port 0x300 device sn0 at isa? port 0x300 irq 10 # requires PCCARD (PCMCIA) support to be activated #device xe0 at isa? ISA Ethernet drivers. See /usr/src/sys/i386/conf/LINT for which cards are supported by which driver. pseudo-device ether # Ethernet support ether is only needed if you have an Ethernet card. It includes generic Ethernet protocol code. pseudo-device sl 1 # Kernel SLIP sl is for SLIP support. This has been almost entirely supplanted by PPP, which is easier to set up, better suited for modem-to-modem connection, and more powerful. The number after sl specifies how many simultaneous SLIP sessions to support. pseudo-device ppp 1 # Kernel PPP This is for kernel PPP support for dial-up connections. There is also a version of PPP implemented as a userland application that uses tun and offers more flexibility and features such as demand dialing. The number after ppp specifies how many simultaneous PPP connections to support. pseudo-device tun # Packet tunnel. This is used by the userland PPP software. A number after tun specifies the number of simultaneous PPP sessions to support. See the PPP section of this book for more information. pseudo-device pty # Pseudo-ttys (telnet etc) This is a pseudo-terminal or simulated login port. It is used by incoming telnet and rlogin sessions, xterm, and some other applications such as Emacs. A number after pty indicates the number of ptys to create. If you need more than the default of 16 simultaneous xterm windows and/or remote logins, be sure to increase this number accordingly, up to a maximum of 256. pseudo-device md # Memory disks Memory disk pseudo-devices. pseudo-device gif or pseudo-device gif 4 # IPv6 and IPv4 tunneling This implements IPv6 over IPv4 tunneling, IPv4 over IPv6 tunneling, IPv4 over IPv4 tunneling, and IPv6 over IPv6 tunneling. Beginning with FreeBSD 4.4 the gif device is auto-cloning, and you should use the first example (without the number after gif). Earlier versions of FreeBSD require the number. pseudo-device faith 1 # IPv6-to-IPv4 relaying (translation) This pseudo-device captures packets that are sent to it and diverts them to the IPv4/IPv6 translation daemon. # The `bpf' pseudo-device enables the Berkeley Packet Filter. # Be aware of the administrative consequences of enabling this! pseudo-device bpf # Berkeley packet filter This is the Berkeley Packet Filter. This pseudo-device allows network interfaces to be placed in promiscuous mode, capturing every packet on a broadcast network (e.g., an Ethernet). These packets can be captured to disk and or examined with the &man.tcpdump.1; program. The bpf pseudo-device is also used by &man.dhclient.8; to obtain the IP address of the default router (gateway) and so on. If you use DHCP, leave this uncommented. # USB support #device uhci # UHCI PCI->USB interface #device ohci # OHCI PCI->USB interface #device usb # USB Bus (required) #device ugen # Generic #device uhid # Human Interface Devices #device ukbd # Keyboard #device ulpt # Printer #device umass # Disks/Mass storage - Requires scbus and da #device ums # Mouse # USB Ethernet, requires mii #device aue # ADMtek USB ethernet #device cue # CATC USB ethernet #device kue # Kawasaki LSI USB ethernet Support for various USB devices. For more information and additional devices supported by FreeBSD, see /usr/src/sys/i386/conf/LINT. Making Device Nodes device nodes MAKEDEV If you are running FreeBSD 5.0 or later you can safely skip this section. These versions use &man.devfs.5; to allocate device nodes transparently for the user. Almost every device in the kernel has a corresponding node entry in the /dev directory. These nodes look like regular files, but are actually special entries into the kernel which programs use to access the device. The shell script /dev/MAKEDEV, which is executed when you first install the operating system, creates nearly all of the device nodes supported. However, it does not create all of them, so when you add support for a new device, it pays to make sure that the appropriate entries are in this directory, and if not, add them. Here is a simple example: Suppose you add the IDE CD-ROM support to the kernel. The line to add is: device acd0 This means that you should look for some entries that start with acd0 in the /dev directory, possibly followed by a letter, such as c, or preceded by the letter r, which means a raw device. It turns out that those files are not there, so you must change to the /dev directory and type: MAKEDEV &prompt.root; sh MAKEDEV acd0 When this script finishes, you will find that there are now acd0c and racd0c entries in /dev so you know that it executed correctly. For sound cards, the following command creates the appropriate entries: &prompt.root; sh MAKEDEV snd0 When creating device nodes for devices such as sound cards, if other people have access to your machine, it may be desirable to protect the devices from outside access by adding them to the /etc/fbtab file. See &man.fbtab.5; for more information. Follow this simple procedure for any other non-GENERIC devices which do not have entries. All SCSI controllers use the same set of /dev entries, so you do not need to create these. Also, network cards and SLIP/PPP pseudo-devices do not have entries in /dev at all, so you do not have to worry about these either. If Something Goes Wrong There are five categories of trouble that can occur when building a custom kernel. They are: config fails: If the &man.config.8; command fails when you give it your kernel description, you have probably made a simple error somewhere. Fortunately, &man.config.8; will print the line number that it had trouble with, so you can quickly skip to it with vi. For example, if you see: config: line 17: syntax error You can skip to the problem in vi by typing 17G in command mode. Make sure the keyword is typed correctly, by comparing it to the GENERIC kernel or another reference. make fails: If the make command fails, it usually signals an error in your kernel description, but not severe enough for &man.config.8; to catch it. Again, look over your configuration, and if you still cannot resolve the problem, send mail to the &a.questions; with your kernel configuration, and it should be diagnosed very quickly. Installing the new kernel fails: If the kernel compiled fine, but failed to install (the make install or make installkernel command failed), the first thing to check is if your system is running at securelevel 1 or higher (see &man.init.8;). The kernel installation tries to remove the immutable flag from your kernel and set the immutable flag on the new one. Since securelevel 1 or higher prevents unsetting the immutable flag for any files on the system, the kernel installation needs to be performed at securelevel 0 or lower. The kernel does not boot: If your new kernel does not boot, or fails to recognize your devices, do not panic! Fortunately, FreeBSD has an excellent mechanism for recovering from incompatible kernels. Simply choose the kernel you want to boot from at the FreeBSD boot loader. You can access this when the system counts down from 10. Hit any key except for the Enter key, type unload and then type boot kernel.old, or the filename of any other kernel that will boot properly. When reconfiguring a kernel, it is always a good idea to keep a kernel that is known to work on hand. After booting with a good kernel you can check over your configuration file and try to build it again. One helpful resource is the /var/log/messages file which records, among other things, all of the kernel messages from every successful boot. Also, the &man.dmesg.8; command will print the kernel messages from the current boot. If you are having trouble building a kernel, make sure to keep a GENERIC, or some other kernel that is known to work on hand as a different name that will not get erased on the next build. You cannot rely on kernel.old because when installing a new kernel, kernel.old is overwritten with the last installed kernel which may be non-functional. Also, as soon as possible, move the working kernel to the proper kernel location or commands such as &man.ps.1; will not work properly. The proper command to unlock the kernel file that make installs (in order to move another kernel back permanently) is: &prompt.root; chflags noschg /kernel If you find you cannot do this, you are probably running at a &man.securelevel.8; greater than zero. Edit kern_securelevel in /etc/rc.conf and set it to -1, then reboot. You can change it back to its previous setting when you are happy with your new kernel. And, if you want to lock your new kernel into place, or any file for that matter, so that it cannot be moved or tampered with: &prompt.root; chflags schg /kernel In FreeBSD 5.0, kernels are not installed with the system immutable flag, so this is unlikely to be the source of the problem you're experiencing. The kernel works, but &man.ps.1; does not work any more: If you have installed a different version of the kernel from the one that the system utilities have been built with, for example, a 4.X kernel on a 3.X system, many system-status commands like &man.ps.1; and &man.vmstat.8; will not work any more. You must recompile the libkvm library as well as these utilities. This is one reason it is not normally a good idea to use a different version of the kernel from the rest of the operating system. diff --git a/en_US.ISO8859-1/books/handbook/l10n/chapter.sgml b/en_US.ISO8859-1/books/handbook/l10n/chapter.sgml index 755e2a4341..b6af76df58 100644 --- a/en_US.ISO8859-1/books/handbook/l10n/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/l10n/chapter.sgml @@ -1,973 +1,973 @@ Andrey A. Chernov Contributed by Michael C. Wu Rewritten by Localization - I18N/L10N Usage and Setup - + Synopsis FreeBSD is a very distributed project with users and contributors located all over the world. This chapter discusses the internationalization and localization features of FreeBSD that allow non-English speaking users to get real work done. There are many aspects of the i18n implementation in both the system and application levels, so where applicable we refer the reader to more specific sources of documentation. After reading this chapter, you will know: How different languages and locales are encoded on modern operating systems. How to set the locale for your login shell. How to configure your console for non-English languages. How to use X Windows effectively with different languages. Where to find more information about writing i18n-compliant applications. Before reading this chapter, you should: Know how to install additional third-party applications (). - + The Basics What is I18N/L10N? internationalization localization Developers shortened internationalization into the term I18N, counting the number of letters between the first and the last letters of internationalization. L10N uses the same naming scheme, coming from localization. Combined together, I18N/L10N methods, protocols, and applications allow users to use languages of their choice. I18N applications are programmed using I18N kits under libraries. It allows for developers to write a simple file and translate displayed menus and texts to each language. We strongly encourage programmers to follow this convention. Why Should I Use I18N/L10N? I18N/L10N is used whenever you wish to either view, input, or process data in non-English languages. What Languages Are Supported in the I18N Effort? I18N and L10N are not FreeBSD specific. Currently, one can choose from most of the major languages of the World, including but not limited to: Chinese, German, Japanese, Korean, French, Russian, Vietnamese and others. Using Localization In all its splendor, I18N is not FreeBSD-specific and is a convention. We encourage you to help FreeBSD in following this convention. locale Localization settings are based on three main terms: Language Code, Country Code, and Encoding. Locale names are constructed from these parts as follows: LanguageCode_CountryCode.Encoding Language and Country Codes language codes country codes In order to localize a FreeBSD system to a specific language (or any other I18N-supporting Unixes), the user needs to find out the codes for the specify country and language (country codes tell applications what variation of given language to use). In addition, web browsers, SMTP/POP servers, web servers, etc. make decisions based on them. The following are examples of language/country codes: Language/Country Code Description en_US English - United States ru_RU Russian for Russia zh_TW Traditional Chinese for Taiwan Encodings encodings ASCII Some languages use non-ASCII encodings that are 8-bit, wide or multibyte characters, see &man.multibyte.3; for more details. Older applications do not recognize them and mistake them for control characters. Newer applications usually do recognize 8-bit characters. Depending on the implementation, users may be required to compile an application with wide or multibyte characters support, or configure it correctly. To be able to input and process wide or multibyte characters, the FreeBSD Ports collection has provided each language with different programs. Refer to the I18N documentation in the respective FreeBSD Port. Specifically, the user needs to look at the application documentation to decide on how to configure it correctly or to pass correct values into the configure/Makefile/compiler. Some things to keep in mind are: Language specific single C chars character sets (see &man.multibyte.3;), i.e., ISO-8859-1, ISO-8859-15, KOI8-R, CP437. Wide or multibyte encodings, i.e. EUC, Big5. You can check the active list of character sets at the IANA Registry. FreeBSD versions 4.5 and up use X11-compatible locale encodings instead. I18N Applications In the FreeBSD Ports and Package system, I18N applications have been named with I18N in their names for easy identification. However, they do not always support the language needed. Setting Locale Usually it is sufficient to export the value of the locale name as LANG in the login shell. This could be done in the user's ~/.login_conf file or in the startup file of the user's shell (~/.profile, ~/.bashrc, ~/.cshrc). There is no need to set the locale subsets such as LC_CTYPE, LC_CTIME. Please refer to language-specific FreeBSD documentation for more information. You should set the following two environment variables in your configuration files: POSIX LANG for POSIX &man.setlocale.3; family functions MIME MM_CHARSET for applications' MIME character set This includes the user shell configuration, the specific application configuration, and the X11 configuration. Setting Locale Methods locale login class There are two methods for setting locale, and both are described below. The first (recommended one) is by assigning the environment variables in login class, and the second is by adding the environment variable assignments to the system's shell startup file. Login Classes Method This method allows environment variables needed for locale name and MIME character sets to be assigned once for every possible shell instead of adding specific shell assignments to each shell's startup file. User Level Setup can be done by an user himself and Administrator Level Setup require superuser privileges. User Level Setup Here is a minimal example of a .login_conf file in user's home directory which has both variables set for Latin-1 encoding: me:\ :charset=ISO-8859-1:\ :lang=de_DE.ISO8859-1: Traditional Chinese / BIG-5 encoding Here is an example of a .login_conf that sets the variables for Traditional Chinese in BIG-5 encoding. Notice the many more variables set because some software does not respect locale variables correctly for Chinese, Japanese, and Korean. #Users who do not wish to use monetary units or time formats #of Taiwan can manually change each variable me:\ lang=zh_TW.Big5:\ lc_all=zh_TW.Big:\ lc_collate=zh_TW.Big5:\ lc_ctype=zh_TW.Big5:\ lc_messages=zh_TW.Big5:\ lc_monetary=zh_TW.Big5:\ lc_numeric=zh_TW.Big5:\ lc_time=zh_TW.Big5:\ charset=big5:\ xmodifiers="@im=xcin": #Setting the XIM Input Server See Administrator Level Setup and &man.login.conf.5; for more details. Administrator Level Setup Verify that the user's login class in /etc/login.conf sets the correct language. Make sure these settings appear in /etc/login.conf: language_name:accounts_title:\ :charset=MIME_charset:\ :lang=locale_name:\ :tc=default: So sticking with our previous example using Latin-1, it would look like this: german:German Users Accounts:\ :charset=ISO-8859-1:\ :lang=de_DE.ISO8859-1:\ :tc=default: Changing Login Classes with &man.vipw.8; vipw Use vipw to add new users, and make the entry look like this: user:password:1111:11:language:0:0:User Name:/home/user:/bin/sh Changing Login Classes with &man.adduser.8; adduser login class Use adduser to add new users, and do the following: Set defaultclass = language in /etc/adduser.conf. Keep in mind you must enter a default class for all users of other languages in this case. An alternative variant is answering the specified language each time that Enter login class: default []: appears from &man.adduser.8;. Another alternative is to use the following for each user of a different language that you wish to add: &prompt.root; adduser -class language Changing Login Classes with &man.pw.8; pw If you use &man.pw.8; for adding new users, call it in this form: &prompt.root; pw useradd user_name -L language Shell Startup File Method This method is not recommended because it requires a different setup for each possible login program chosen. Use the Login Class Method instead. MIME locale To add the locale name and MIME character set, just set the two environment variables shown below in the /etc/profile and/or /etc/csh.login shell startup files. We will use the German language as an example below: In /etc/profile: LANG=de_DE.ISO8859-1; export LANG MM_CHARSET=ISO-8859-1; export MM_CHARSET Or in /etc/csh.login: setenv LANG de_DE.ISO8859-1 setenv MM_CHARSET ISO-8859-1 Alternatively, you can add the above instructions to /usr/share/skel/dot.profile (similar to what was used in /etc/profile above), or /usr/share/skel/dot.login (similar to what was used in /etc/csh.login above). For X11: In $HOME/.xinitrc: LANG=de_DE.ISO8859-1; export LANG Or: setenv LANG de_DE.ISO8859-1 Depending on your shell (see above). Console Setup For all single C chars character sets, set the correct console fonts in /etc/rc.conf for the language in question with: font8x16=font_name font8x14=font_name font8x8=font_name The font_name here is taken from the /usr/share/syscons/fonts directory, without the .fnt suffix. sysinstall keymap screenmap Also be sure to set the correct keymap and screenmap for your single C chars character set through /stand/sysinstall. Once inside sysinstall, choose Configure, then Console. Alternatively, you can add the following to /etc/rc.conf: scrnmap=screenmap_name keymap=keymap_name keychange="fkey_number sequence" The screenmap_name here is taken from the /usr/share/syscons/scrnmaps directory, without the .scm suffix. A screenmap with a corresponding mapped font is usually needed as a workaround for expanding bit 8 to bit 9 on a VGA adapter's font character matrix in pseudographics area, i.e., to move letters out of that area if screen font uses a bit 8 column. If you have the moused daemon enabled by setting the following in your /etc/rc.conf: moused_enable="YES" then examine the mouse cursor information in the next paragraph. moused By default the mouse cursor of the &man.syscons.4; driver occupies the 0xd0-0xd3 range in the character set. If your language uses this range, you need to move the cursor's range outside of it. To enable the workaround for FreeBSD versions before 5.0, insert the following line into your kernel configuration: options SC_MOUSE_CHAR=0x03 For the FreeBSD versions 4.4 and up insert the following line into /etc/rc.conf: mousechar_start=3 The keymap_name here is taken from the /usr/share/syscons/keymaps directory, without the .kbd suffix. If you're uncertain which keymap to use, you use can &man.kbdmap.1; to test keymaps without rebooting. The keychange is usually needed to program function keys to match the selected terminal type because function key sequences cannot be defined in the key map. Also be sure to set the correct console terminal type in /etc/ttys for all ttyv* entries. Current pre-defined correspondences are: Character Set Terminal Type ISO-8859-1 or ISO-8859-15 cons25l1 ISO-8859-2 cons25l2 ISO-8859-7 cons25l7 KOI8-R cons25r KOI8-U cons25u CP437 (VGA default) cons25 US-ASCII cons25w For wide or multibyte characters languages, use the correct FreeBSD port in your /usr/ports/language directory. Some ports appear as console while the system sees it as serial vtty's, hence you must reserve enough vtty's for both X11 and the pseudo-serial console. Here is a partial list of applications for using other languages in console: Language Location Traditional Chinese (BIG-5) chinese/big5con Japanese japanese/ja-kon2-* or japanese/Mule_Wnn Korean korean/ko-han X11 Setup Although X11 is not part of the FreeBSD Project, we have included some information here for FreeBSD users. For more details, refer to the XFree86 web site or whichever X11 Server you use. In ~/.Xresources, you can additionally tune application specific I18N settings (e.g., fonts, menus, etc.). Displaying Fonts X11 True Type font server Install the X11 True Type-Common server (x11-servers/XttXF86srv-common) and install the language truetype fonts. Setting the correct locale should allow you to view your selected language in menus and such. Inputting Non-English Characters X11 Input Method (XIM) The X11 Input Method (XIM) Protocol is a new standard for all X11 clients. All X11 applications should be written as XIM clients that take input from XIM Input servers. There are several XIM servers available for different languages. Printer Setup Some single C chars character sets are usually hardware coded into printers. Wide or multibyte character sets require special setup and we recommend using apsfilter. You may also convert the document to PostScript or PDF formats using language specific converters. Kernel and File Systems The FreeBSD fast filesystem (FFS) is 8-bit clean, so it can be used with any single C chars character set (see &man.multibyte.3;), but there is no character set name stored in the filesystem; i.e., it is raw 8-bit and does not know anything about encoding order. Officially, FFS does not support any form of wide or multibyte character sets yet. However, some wide or multibyte character sets have independent patches for FFS enabling such support. They are only temporary unportable solutions or hacks and we have decided to not include them in the source tree. Refer to respective languages' web sites for more informations and the patch files. DOS Unicode The FreeBSD MS-DOS filesystem has the configurable ability to convert between MS-DOS, Unicode character sets and chosen FreeBSD filesystem character sets. See &man.mount.msdos.8; for details. - + Compiling I18N Programs Many FreeBSD Ports have been ported with I18N support. Some of them are marked with -I18N in the port name. These and many other programs have built in support for I18N and need no special consideration. MySQL However, some applications such as MySQL need to be have the Makefile configured with the specific charset. This is usually done in the Makefile or done by passing a value to configure in the source. Localizing FreeBSD to Specific Languages Andrey A. Chernov Originally contributed by Russian Language (KOI8-R encoding) localization Russian For more information about KOI8-R encoding, see the KOI8-R References (Russian Net Character Set). Locale Setup Put the following lines into your ~/.login_conf file: me:My Account:\ :charset=KOI8-R:\ :lang=ru_RU.KOI8-R: See earlier in this chapter for examples of setting up the locale. Console Setup For the FreeBSD versions before 5.0 add the following line to your kernel configuration file: options SC_MOUSE_CHAR=0x03 For the FreeBSD versions 4.4 and up insert the following line into /etc/rc.conf: mousechar_start=3 Use following settings in /etc/rc.conf: keymap="ru.koi8-r" scrnmap="koi8-r2cp866" font8x16="cp866b-8x16" font8x14="cp866-8x14" font8x8="cp866-8x8" For each ttyv* entry in /etc/ttys, use cons25r as the terminal type. See earlier in this chapter for examples of setting up the console. Printer Setup printers Since most printers with Russian characters come with hardware code page CP866, a special output filter is needed to convert from KOI8-R to CP866. Such a filter is installed by default as /usr/libexec/lpr/ru/koi2alt. A Russian printer /etc/printcap entry should look like: lp|Russian local line printer:\ :sh:of=/usr/libexec/lpr/ru/koi2alt:\ :lp=/dev/lpt0:sd=/var/spool/output/lpd:lf=/var/log/lpd-errs: See &man.printcap.5; for a detailed description. MS-DOS FS and Russian Filenames The following example &man.fstab.5; entry enables support for Russian filenames in mounted MS-DOS filesystems: /dev/ad0s2 /dos/c msdos rw,-Wkoi2dos,-Lru_RU.KOI8-R 0 0 See &man.mount.msdos.8; for a detailed description of the and options. X11 Setup Do non-X locale setup first as described. The Russian KOI8-R locale may not work with old XFree86 releases (lower than 3.3). XFree86 4.X is now the default version of the X Window System on FreeBSD. This should not be an issue unless you are using an old version of FreeBSD. Go to the russian/X.language directory and issue the following command: &prompt.root; make install The above port installs the latest version of the KOI8-R fonts. XFree86 3.3 already has some KOI8-R fonts, but these are scaled better. Check the "Files" section in your /etc/XF86Config file. The following lines must be added before any other FontPath entries: FontPath "/usr/X11R6/lib/X11/fonts/cyrillic/misc" FontPath "/usr/X11R6/lib/X11/fonts/cyrillic/75dpi" FontPath "/usr/X11R6/lib/X11/fonts/cyrillic/100dpi" If you use a high resolution video mode, swap the 75 dpi and 100 dpi lines. To activate a Russian keyboard, add the following to the "Keyboard" section of your XF86Config file. For XFree86 3.X: XkbLayout "ru" XkbOptions "grp:caps_toggle" For XFree86 4.X: Option "XkbLayout" "ru" Option "XkbOptions" "grp:caps_toggle" Also make sure that XkbDisable is turned off (commented out) there. The RUS/LAT switch will be CapsLock. The old CapsLock function is still available via ShiftCapsLock (in LAT mode only). If you have Windows keys on your keyboard, and notice that some non-alphabetical keys are mapped incorrectly in RUS mode, add the following line in your XF86Config file. For XFree86 3.X: XkbVariant "winkeys" For XFree86 4.X: Option "XkbVariant" "winkeys" The Russian XKB keyboard may not work with old XFree86 versions, see the above note for more information. The Russian XKB keyboard may also not work with non-localized applications as well. Minimally localized applications should call a XtSetLanguageProc (NULL, NULL, NULL); function early in the program. See KOI8-R for X Window for more instructions on localizing X11 applications. Traditional Chinese Localization for Taiwan localization Traditional Chinese The FreeBSD-Taiwan Project has an I18N/L10N tutorial for FreeBSD at http://freebsd.sinica.edu.tw/~ncvs/zh-l10n-tut/ using many Chinese ports. The editor for the zh-L10N-tut is Clive Lin Clive@CirX.org. You can also cvsup the following collections at freebsd.sinica.edu.tw: Collection Description outta-port tag=. Beta-quality ports collection for Chinese zh-L10N-tut tag=. Localizing FreeBSD Tutorial in BIG-5 Traditional Chinese zh-doc tag=. FreeBSD Documentation Translation to BIG-5 Traditional Chinese Chuan-Hsing Shen s874070@mail.yzu.edu.tw has created the Chinese FreeBSD Collection (CFC) using FreeBSD-Taiwan's zh-L10N-tut. The packages and the script files are available at ftp://ftp.csie.ncu.edu.tw/OS/FreeBSD/taiwan/CFC/. German Language Localization (For All ISO 8859-1 Languages) localization German Slaven Rezic eserte@cs.tu-berlin.de wrote a tutorial how to use umlauts on a FreeBSD machine. The tutorial is written in German and available at http://www.de.FreeBSD.org/de/umlaute/. Japanese and Korean Language Localization localization Japanese localization Korean For Japanese, refer to http://www.jp.FreeBSD.org/, and for Korean, refer to http://www.kr.FreeBSD.org/. Non-English FreeBSD Documentation Some FreeBSD contributors have translated parts of FreeBSD to other languages. They are available through links on the main site or in /usr/share/doc. diff --git a/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml b/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml index db30c88783..6e05b5aa4e 100644 --- a/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/linuxemu/chapter.sgml @@ -1,3097 +1,3097 @@ Jim Mock Restructured and parts updated by Brian N. Handy Originally contributed by Rich Murphey Linux Binary Compatibility - + Synopsis Linux binary compatibility binary compatibility Linux FreeBSD provides binary compatibility with several other Unix-like operating systems, including Linux. At this point, you may be asking yourself why exactly, does FreeBSD need to be able to run Linux binaries? The answer to that question is quite simple. Many companies and developers develop only for Linux, since it is the latest hot thing in the computing world. That leaves the rest of us FreeBSD users bugging these same companies and developers to put out native FreeBSD versions of their applications. The problem is, that most of these companies do not really realize how many people would use their product if there were FreeBSD versions too, and most continue to only develop for Linux. So what is a FreeBSD user to do? This is where the Linux binary compatibility of FreeBSD comes into play. In a nutshell, the compatibility allows FreeBSD users to run about 90% of all Linux applications without modification. This includes applications such as Star Office, the Linux version of Netscape, Adobe Acrobat, RealPlayer 5 and 7, VMWare, Oracle, WordPerfect, Doom, Quake, and more. It is also reported that in some situations, Linux binaries perform better on FreeBSD than they do under Linux. Linux /proc filesystem There are, however, some Linux-specific operating system features that are not supported under FreeBSD. Linux binaries will not work on FreeBSD if they overly use the Linux /proc filesystem (which is different from FreeBSD's /proc filesystem), or i386-specific calls, such as enabling virtual 8086 mode. After reading this chapter, you will know: How to enable Linux binary compatibility on your system. How to install additional Linux shared libraries. How to install Linux applications on your FreeBSD system. The implementation details of Linux compatibility in FreeBSD. Before reading this chapter, you should: Know how to install additional third-party software (). Installation KLD (kernel loadable object) Linux binary compatibility is not turned on by default. The easiest way to enable this functionality is to load the linux KLD object (Kernel LoaDable object). You can load this module by simply typing linux at the command prompt. If you would like Linux compatibility to always be enabled, then you should add the following line to /etc/rc.conf: linux_enable="YES" The &man.kldstat.8; command can be used to verify that the KLD is loaded: &prompt.user; kldstat Id Refs Address Size Name 1 2 0xc0100000 16bdb8 kernel 7 1 0xc24db000 d000 linux.ko kernel options LINUX If for some reason you do not want to or cannot load the KLD, then you may statically link Linux binary compatibility into the kernel by adding options LINUX to your kernel configuration file. Then install your new kernel as described in . Installing Linux Runtime Libraries Linux installing Linux libraries This can be done one of two ways, either by using the linux_base port, or by installing them manually. Installing Using the linux_base Port ports collection This is by far the easiest method to use when installing the runtime libraries. It is just like installing any other port from the ports collection. Simply do the following: &prompt.root; cd /usr/ports/emulators/linux_base &prompt.root; make install distclean You should now have working Linux binary compatibility. Some programs may complain about incorrect minor versions of the system libraries. In general, however, this does not seem to be a problem. Installing Libraries Manually If you do not have the ports collection installed, you can install the libraries by hand instead. You will need the Linux shared libraries that the program depends on and the runtime linker. Also, you will need to create a shadow root directory, /compat/linux, for Linux libraries on your FreeBSD system. Any shared libraries opened by Linux programs run under FreeBSD will look in this tree first. So, if a Linux program loads, for example, /lib/libc.so, FreeBSD will first try to open /compat/linux/lib/libc.so, and if that does not exist, it will then try /lib/libc.so. Shared libraries should be installed in the shadow tree /compat/linux/lib rather than the paths that the Linux ld.so reports. Generally, you will need to look for the shared libraries that Linux binaries depend on only the first few times that you install a Linux program on your FreeBSD system. After a while, you will have a sufficient set of Linux shared libraries on your system to be able to run newly imported Linux binaries without any extra work. How to Install Additional Shared Libraries shared libraries What if you install the linux_base port and your application still complains about missing shared libraries? How do you know which shared libraries Linux binaries need, and where to get them? Basically, there are 2 possibilities (when following these instructions you will need to be root on your FreeBSD system). If you have access to a Linux system, see what shared libraries the application needs, and copy them to your FreeBSD system. Look at the following example: Let us assume you used FTP to get the Linux binary of Doom, and put it on a Linux system you have access to. You then can check which shared libraries it needs by running ldd linuxdoom, like so: &prompt.user; ldd linuxdoom libXt.so.3 (DLL Jump 3.1) => /usr/X11/lib/libXt.so.3.1.0 libX11.so.3 (DLL Jump 3.1) => /usr/X11/lib/libX11.so.3.1.0 libc.so.4 (DLL Jump 4.5pl26) => /lib/libc.so.4.6.29 symbolic links You would need to get all the files from the last column, and put them under /compat/linux, with the names in the first column as symbolic links pointing to them. This means you eventually have these files on your FreeBSD system: /compat/linux/usr/X11/lib/libXt.so.3.1.0 /compat/linux/usr/X11/lib/libXt.so.3 -> libXt.so.3.1.0 /compat/linux/usr/X11/lib/libX11.so.3.1.0 /compat/linux/usr/X11/lib/libX11.so.3 -> libX11.so.3.1.0 /compat/linux/lib/libc.so.4.6.29 /compat/linux/lib/libc.so.4 -> libc.so.4.6.29
Note that if you already have a Linux shared library with a matching major revision number to the first column of the ldd output, you will not need to copy the file named in the last column to your system, the one you already have should work. It is advisable to copy the shared library anyway if it is a newer version, though. You can remove the old one, as long as you make the symbolic link point to the new one. So, if you have these libraries on your system: /compat/linux/lib/libc.so.4.6.27 /compat/linux/lib/libc.so.4 -> libc.so.4.6.27 and you find a new binary that claims to require a later version according to the output of ldd: libc.so.4 (DLL Jump 4.5pl26) -> libc.so.4.6.29 If it is only one or two versions out of date in the in the trailing digit then do not worry about copying /lib/libc.so.4.6.29 too, because the program should work fine with the slightly older version. However, if you like, you can decide to replace the libc.so anyway, and that should leave you with: /compat/linux/lib/libc.so.4.6.29 /compat/linux/lib/libc.so.4 -> libc.so.4.6.29
The symbolic link mechanism is only needed for Linux binaries. The FreeBSD runtime linker takes care of looking for matching major revision numbers itself and you do not need to worry about it.
Installing Linux ELF Binaries Linux ELF binaries ELF binaries sometimes require an extra step of branding. If you attempt to run an unbranded ELF binary, you will get an error message like the following: &prompt.user; ./my-linux-elf-binary ELF binary type not known Abort To help the FreeBSD kernel distinguish between a FreeBSD ELF binary from a Linux binary, use the &man.brandelf.1; utility. &prompt.user; brandelf -t Linux my-linux-elf-binary GNU toolchain The GNU toolchain now places the appropriate branding information into ELF binaries automatically, so this step should become increasingly more rare in the future. Configuring the Hostname Resolver If DNS does not work or you get this message: resolv+: "bind" is an invalid keyword resolv+: "hosts" is an invalid keyword You will need to configure a /compat/linux/etc/host.conf file containing: order hosts, bind multi on The order here specifies that /etc/hosts is searched first and DNS is searched second. When /compat/linux/etc/host.conf is not installed, Linux applications find FreeBSD's /etc/host.conf and complain about the incompatible FreeBSD syntax. You should remove bind if you have not configured a name server using the /etc/resolv.conf file.
Murray Stokely Updated for Mathematica 4.X by Bojan Bistrovic Merged with work by Installing Mathematica applications Mathematica This document describes the process of installing the Linux version of Mathematica 4.X onto a FreeBSD system. The Linux version of Mathematica runs perfectly under FreeBSD however the binaries shipped by Wolfram need to be branded so that FreeBSD knows to use the Linux ABI to execute them. The Linux version of Mathematica or Mathematica for Students can be ordered directly from Wolfram at http://www.wolfram.com/. Branding the Linux Binaries The Linux binaries are located in the Unix directory of the Mathematica CDROM distributed by Wolfram. You need to copy this directory tree to your local hard drive so that you can brand the Linux binaries with &man.brandelf.1; before running the installer: &prompt.root; mount /cdrom &prompt.root; cp -rp /cdrom/Unix/ /localdir/ &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/Kernel/Binaries/Linux/* &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/FrontEnd/Binaries/Linux/* &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/Installation/Binaries/Linux/* &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/Graphics/Binaries/Linux/* &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/Converters/Binaries/Linux/* &prompt.root; brandelf -t Linux /localdir/Files/SystemFiles/LicenseManager/Binaries/Linux/mathlm &prompt.root; cd /localdir/Installers/Linux/ &prompt.root; ./MathInstaller Alternatively, you can simply set the default ELF brand to Linux for all unbranded binaries with the command: &prompt.root; sysctl kern.fallback_elf_brand=3 This will make FreeBSD assume that unbranded ELF binaries use the Linux ABI and so you should be able to run the installer straight from the CDROM. Obtaining Your Mathematica Password Before you can run Mathematica you will have to obtain a password from Wolfram that corresponds to your machine ID. Ethernet MAC address Once you have installed the Linux compatibility runtime libraries and unpacked Mathematica you can obtain the machine ID by running the program mathinfo in the Install directory. This machine ID is based solely on the MAC address of your first Ethernet card. &prompt.root; cd /localdir/Files/SystemFiles/Installation/Binaries/Linux &prompt.root; mathinfo disco.example.com 7115-70839-20412 When you register with Wolfram, either by email, phone or fax, you will give them the machine ID and they will respond with a corresponding password consisting of groups of numbers. You can then enter this information when you attempt to run Mathematica for the first time exactly as you would for any other Mathematica platform. Running the Mathematica Frontend over a Network Mathematica uses some special fonts to display characters not present in any of the standard font sets (integrals, sums, Greek letters, etc.). The X protocol requires these fonts to be install locally. This means you will have to copy these fonts from the CDROM or from a host with Mathematica installed to your local machine. These fonts are normally stored in /cdrom/Unix/Files/SystemFiles/Fonts on the CDROM, or /usr/local/mathematica/SystemFiles/Fonts on your hard drive. The actual fonts are in the subdirectories Type1 and X. There are several ways to use them, as described below. The first way is to copy them into one of the existing font directories in /usr/X11R6/lib/X11/fonts. This will require editing the fonts.dir file, adding the font names to it, and changing the number of fonts on the first line. Alternatively, you should also just be able to run mkfontdir in the directory you have copied them to. The second way to do this is to copy the directories to /usr/X11R6/lib/X11/fonts: &prompt.root; cd /usr/X11R6/lib/X11/fonts &prompt.root; mkdir X &prompt.root; mkdir MathType1 &prompt.root; cd /cdrom/Unix/Files/SystemFiles/Fonts &prompt.root; cp X/* /usr/X11R6/lib/X11/fonts/X &prompt.root; cp Type1/* /usr/X11R6/lib/X11/fonts/MathType1 &prompt.root; cd /usr/X11R6/lib/X11/fonts/X &prompt.root; mkfontdir &prompt.root; cd ../MathType1 &prompt.root; mkfontdir Now add the new font directories to your font path: &prompt.root; xset fp+ /usr/X11R6/lib/X11/fonts/X &prompt.root; xset fp+ /usr/X11R6/lib/X11/fonts/MathType1 &prompt.root; xset fp rehash If you are using the XFree86 server, you can have these font directories loaded automatically by adding them to your XF86Config file. fonts If you do not already have a directory called /usr/X11R6/lib/X11/fonts/Type1, you can change the name of the MathType1 directory in the example above to Type1. Aaron Kaplan Contributed by Robert Getschmann Thanks to Installing Maple applications Maple Maple is a commercial mathematics program similar to Mathematica. You must purchase this software from and then register there for a license file. To install this software on FreeBSD, please follow these simple steps. Execute the INSTALL shell script from the product distribution. Choose the RedHat option when prompted by the installation program. A typical installation directory might be /usr/local/maple. If you have not done so, order a license for Maple from Maple Waterloo Software (http://register.maplesoft.com) and copy it to /usr/local/maple/license/license.dat. Install the FLEXlm license manager by running the INSTALL_LIC install shell script that comes with Maple. Specify the primary hostname for your machine for the license server. Patch the usr/local/maple/bin/maple.system.type file with the following: ----- snip ------------------ *** maple.system.type.orig Sun Jul 8 16:35:33 2001 --- maple.system.type Sun Jul 8 16:35:51 2001 *************** *** 72,77 **** --- 72,78 ---- # the IBM RS/6000 AIX case MAPLE_BIN="bin.IBM_RISC_UNIX" ;; + "FreeBSD"|\ "Linux") # the Linux/x86 case # We have two Linux implementations, one for Red Hat and ----- snip end of patch ----- Please note that after the "FreeBSD"|\ no other whitespace should be present. This patch instructs Maple to recognize FreeBSD as a type of Linux system. The bin/maple shell script calls the bin/maple.system.type shell script which in turn calls uname -a to find out the operating system name. Depending on the OS name it will find out which binaries to use. Start the license server. The following script, installed as /usr/local/etc/rc.d/lmgrd.sh is a convenient way to start up lmgrd: ----- snip ------------ #! /bin/sh PATH=/usr/local/sbin:/usr/local/bin:/sbin:/bin:/usr/sbin:/usr/bin:/usr/X11R6/bin PATH=${PATH}:/usr/local/maple/bin:/usr/local/maple/FLEXlm/UNIX/LINUX export PATH LICENSE_FILE=/usr/local/maple/license/license.dat LOG=/var/log/lmgrd.log case "$1" in start) lmgrd -c ${LICENSE_FILE} 2>> ${LOG} 1>&2 echo -n " lmgrd" ;; stop) lmgrd -c ${LICENSE_FILE} -x lmdown 2>> ${LOG} 1>&2 ;; *) echo "Usage: `basename $0` {start|stop}" 1>&2 exit 64 ;; esac exit 0 ----- snip ------------ Test-start maple: &prompt.user; cd /usr/local/maple/bin &prompt.user; ./xmaple You should be up and running. Make sure to write Maplesoft to let them know you would like a native FreeBSD version! Common Pitfalls The FLEXlm license manager can be a difficult tool to work with. Additional documentation on the subject can be found at . lmgrd is known to be very picky about the license file and to core dump if there are any problems. A correct license file should look like this: # ======================================================= # License File for UNIX Installations ("Pointer File") # ======================================================= SERVER chillig ANY #USE_SERVER VENDOR maplelmg FEATURE Maple maplelmg 2000.0831 permanent 1 XXXXXXXXXXXX \ PLATFORMS=i86_r ISSUER="Waterloo Maple Inc." \ ISSUED=11-may-2000 NOTICE=" Technische Universitat Wien" \ SN=XXXXXXXXX Serial number and key 'X''ed out. chillig is a hostname. Editing the license file works as long as you do not touch the FEATURE line (which is protected by the license key). Marcel Moolenaar Contributed by Installing Oracle applications Oracle Preface This document describes the process of installing Oracle 8.0.5 and Oracle 8.0.5.1 Enterprise Edition for Linux onto a FreeBSD machine. Installing the Linux Environment Make sure you have both linux_base and linux_devtools from the ports collection installed. These ports are added to the collection after the release of FreeBSD 3.2. If you are using FreeBSD 3.2 or an older version for that matter, update your ports collection. You may want to consider updating your FreeBSD version too. If you run into difficulties with linux_base-6.1 or linux_devtools-6.1 you may have to use version 5.2 of these packages. If you want to run the intelligent agent, you will also need to install the Red Hat Tcl package: tcl-8.0.3-20.i386.rpm. The general command for installing packages with the official RPM port is: &prompt.root; rpm -i --ignoreos --root /compat/linux --dbpath /var/lib/rpm package Installation of the package should not generate any errors. Creating the Oracle Environment Before you can install Oracle, you need to set up a proper environment. This document only describes what to do specially to run Oracle for Linux on FreeBSD, not what has been described in the Oracle installation guide. Kernel Tuning kernel tuning As described in the Oracle installation guide, you need to set the maximum size of shared memory. Do not use SHMMAX under FreeBSD. SHMMAX is merely calculated out of SHMMAXPGS and PGSIZE. Therefore define SHMMAXPGS. All other options can be used as described in the guide. For example: options SHMMAXPGS=10000 options SHMMNI=100 options SHMSEG=10 options SEMMNS=200 options SEMMNI=70 options SEMMSL=61 Set these options to suit your intended use of Oracle. Also, make sure you have the following options in your kernel config-file: options SYSVSHM #SysV shared memory options SYSVSEM #SysV semaphores options SYSVMSG #SysV interprocess communication Oracle Account Create an Oracle account just as you would create any other account. The Oracle account is special only that you need to give it a Linux shell. Add /compat/linux/bin/bash to /etc/shells and set the shell for the Oracle account to /compat/linux/bin/bash. Environment Besides the normal Oracle variables, such as ORACLE_HOME and ORACLE_SID you must set the following environment variables: Variable Value LD_LIBRARY_PATH $ORACLE_HOME/lib CLASSPATH $ORACLE_HOME/jdbc/lib/classes111.zip PATH /compat/linux/bin /compat/linux/sbin /compat/linux/usr/bin /compat/linux/usr/sbin /bin /sbin /usr/bin /usr/sbin /usr/local/bin $ORACLE_HOME/bin It is advised to set all the environment variables in .profile. A complete example is: ORACLE_BASE=/oracle; export ORACLE_BASE ORACLE_HOME=/oracle; export ORACLE_HOME LD_LIBRARY_PATH=$ORACLE_HOME/lib export LD_LIBRARY_PATH ORACLE_SID=ORCL; export ORACLE_SID ORACLE_TERM=386x; export ORACLE_TERM CLASSPATH=$ORACLE_HOME/jdbc/lib/classes111.zip export CLASSPATH PATH=/compat/linux/bin:/compat/linux/sbin:/compat/linux/usr/bin PATH=$PATH:/compat/linux/usr/sbin:/bin:/sbin:/usr/bin:/usr/sbin PATH=$PATH:/usr/local/bin:$ORACLE_HOME/bin export PATH Installing Oracle Due to a slight inconsistency in the Linux emulator, you need to create a directory named .oracle in /var/tmp before you start the installer. Either make it world writable or let it be owner by the oracle user. You should be able to install Oracle without any problems. If you have problems, check your Oracle distribution and/or configuration first! After you have installed Oracle, apply the patches described in the next two subsections. A frequent problem is that the TCP protocol adapter is not installed right. As a consequence, you cannot start any TCP listeners. The following actions help solve this problem: &prompt.root; cd $ORACLE_HOME/network/lib &prompt.root; make -f ins_network.mk ntcontab.o &prompt.root; cd $ORACLE_HOME/lib &prompt.root; ar r libnetwork.a ntcontab.o &prompt.root; cd $ORACLE_HOME/network/lib &prompt.root; make -f ins_network.mk install Do not forget to run root.sh again! Patching root.sh When installing Oracle, some actions, which need to be performed as root, are recorded in a shell script called root.sh. root.sh is written in the orainst directory. Apply the following patch to root.sh, to have it use to proper location of chown or alternatively run the script under a Linux native shell. *** orainst/root.sh.orig Tue Oct 6 21:57:33 1998 --- orainst/root.sh Mon Dec 28 15:58:53 1998 *************** *** 31,37 **** # This is the default value for CHOWN # It will redefined later in this script for those ports # which have it conditionally defined in ss_install.h ! CHOWN=/bin/chown # # Define variables to be used in this script --- 31,37 ---- # This is the default value for CHOWN # It will redefined later in this script for those ports # which have it conditionally defined in ss_install.h ! CHOWN=/usr/sbin/chown # # Define variables to be used in this script When you do not install Oracle from CD, you can patch the source for root.sh. It is called rthd.sh and is located in the orainst directory in the source tree. Patching genclntsh The script genclntsh is used to create a single shared client library. It is used when building the demos. Apply the following patch to comment out the definition of PATH: *** bin/genclntsh.orig Wed Sep 30 07:37:19 1998 --- bin/genclntsh Tue Dec 22 15:36:49 1998 *************** *** 32,38 **** # # Explicit path to ensure that we're using the correct commands #PATH=/usr/bin:/usr/ccs/bin export PATH ! PATH=/usr/local/bin:/bin:/usr/bin:/usr/X11R6/bin export PATH # # each product MUST provide a $PRODUCT/admin/shrept.lst --- 32,38 ---- # # Explicit path to ensure that we're using the correct commands #PATH=/usr/bin:/usr/ccs/bin export PATH ! #PATH=/usr/local/bin:/bin:/usr/bin:/usr/X11R6/bin export PATH # # each product MUST provide a $PRODUCT/admin/shrept.lst Running Oracle When you have followed the instructions, you should be able to run Oracle as if it was run on Linux itself. Holger Kipp Contributed by Valentino Vaschetto Original version converted to SGML by Installing SAP R/3 applications SAP R/3 Installations of SAP Systems using FreeBSD will not be supported by the SAP support team — they only offer support for certified platforms. Preface This document describes a possible way of installing a SAP R/3-System with Oracle Database for Linux onto a FreeBSD machine, including the installation of FreeBSD and Oracle. Two different configurations will be described: SAP R/3 4.6B (IDES) with Oracle 8.0.5 on FreeBSD 4.3-STABLE SAP R/3 4.6C with Oracle 8.1.7 on FreeBSD 4.5-STABLE Even though this document tries to describe all important steps in a greater detail, it is not intended as a replacement for the Oracle and SAP R/3 installation guides. Please see the documentation that comes with the SAP R/3 Linux edition for SAP- and Oracle-specific questions, as well as resources from Oracle and SAP OSS. Software The following CD-ROMs have been used for SAP-installations: SAP R/3 4.6B, Oracle 8.0.5 Name Number Description KERNEL 51009113 SAP Kernel Oracle / Installation / AIX, Linux, Solaris RDBMS 51007558 Oracle / RDBMS 8.0.5.X / Linux EXPORT1 51010208 IDES / DB-Export / Disc 1 of 6 EXPORT2 51010209 IDES / DB-Export / Disc 2 of 6 EXPORT3 51010210 IDES / DB-Export / Disc 3 of 6 EXPORT4 51010211 IDES / DB-Export / Disc 4 of 6 EXPORT5 51010212 IDES / DB-Export / Disc 5 of 6 EXPORT6 51010213 IDES / DB-Export / Disc 6 of 6 Additionally, I used the Oracle 8 Server (Pre-production version 8.0.5 for Linux, Kernel Version 2.0.33) CD which is not really necessary, and of course FreeBSD 4.3-STABLE (it was only a few days past 4.3 RELEASE). SAP R/3 4.6C SR2, Oracle 8.1.7 Name Number Description KERNEL 51014004 SAP Kernel Oracle / SAP Kernel Version 4.6D / DEC, Linux RDBMS 51012930 Oracle 8.1.7/ RDBMS / Linux EXPORT1 51013953 Release 4.6C SR2 / Export / Disc 1 of 4 EXPORT1 51013953 Release 4.6C SR2 / Export / Disc 2 of 4 EXPORT1 51013953 Release 4.6C SR2 / Export / Disc 3 of 4 EXPORT1 51013953 Release 4.6C SR2 / Export / Disc 4 of 4 LANG1 51013954 Release 4.6C SR2 / Language / DE, EN, FR / Disc 1 of 3 Depending on the languages you would like to install, additional language CDs might be necessary. Here we're just using DE and EN, so the first Language-CD is the only one needed. As a little note, the numbers for all four export CDs are identical. All three language CDs also have the same number (this is different from the 4.6B IDES release CD numbering). At the time of writing this installation is running on FreeBSD 4.5-STABLE (20.03.2002). SAP-Notes The following notes should be read before installing SAP R/3 or proved to be useful during installation: SAP R/3 4.6B, Oracle 8.0.5 Number Title 0171356 SAP Software on Linux: Essential Comments 0201147 INST: 4.6C R/3 Inst. on UNIX - Oracle 0373203 Update / Migration Oracle 8.0.5 --> 8.0.6/8.1.6 LINUX 0072984 Release of Digital UNIX 4.0B for Oracle 0130581 R3SETUP step DIPGNTAB terminates 0144978 Your system has not been installed correctly 0162266 Questions and tips for R3SETUP on Windows NT / W2K SAP R/3 4.6C, Oracle 8.1.7 Number Title 0015023 Initializing table TCPDB (RSXP0004) (EBCDIC) 0045619 R/3 with several languages or typefaces 0171356 SAP Software on Linux: Essential Comments 0195603 RedHat 6.1 Enterprise version: Known problems 0212876 The new archiving tool SAPCAR 0300900 Linux: Released DELL Hardware 0377187 RedHat 6.2: important remarks 0387074 INST: R/3 4.6C SR2 Installation on UNIX 0387077 INST: R/3 4.6C SR2 Inst. on UNIX - Oracle 0387078 SAP Software on UNIX: OS Dependencies 4.6C SR2 Hardware-Requirements The following equipment is sufficient for the installation of a SAP R/3 System. For production use, a more exact sizing is of course needed: Component 4.6B 4.6C Processor 2 x 800MHz Pentium III 2 x 800MHz Pentium III Memory 1GB ECC 2GB ECC Hard Disk Space 50-60GB (IDES) 50-60GB (IDES) For use in production, Xeon-Processors with large cache, high-speed disk access (SCSI, RAID hardware controller), USV and ECC-RAM is recommended. The large amount of hard disk space is due to the preconfigured IDES System, which creates 27 GB of database files during installation. This space is also sufficient for initial production systems and application data. SAP R/3 4.6B, Oracle 8.0.5 The following off-the-shelf hardware was used: a dual processor board with 2 800 MHz Pentium III processors, Adaptec 29160 Ultra160 SCSI adapter (for accessing a 40/80 GB DLT tape drive and CDROM), Mylex AcceleRAID (2 channels, firmware 6.00-1-00 with 32 MB RAM). To the Mylex Raid-controller are attached two 17 GB hard disks (mirrored) and four 36 GB hard disks (RAID level 5). SAP R/3 4.6C, Oracle 8.1.7 For this installation a DELL PowerEdge 2500 was used: a dual processor board with two 1000 MHz Pentium III processors (256 kB Cache), 2 GB PC133 ECC SDRAM, PERC/3 DC PCI Raid Controller with 128 MB, and an EIDE DVD-ROM drive. To the RAID-controller are attached two 18 GB hard disks (mirrored) and four 36 GB hard disks (RAID level 5). Installation of FreeBSD First you have to install FreeBSD. There are several ways to do this (FreeBSD 4.3 was installed via FTP, FreeBSD 4.5 directly from release-CD). Disk Layout To keep it simple, the same disk layout both for the SAP R/3 46B- and SAP R/3 46C SR2-installation was used. Only the device names changed, as the installations were on different hardware (/dev/da and /dev/amr respectively, so if using an AMI MegaRAID, one will see /dev/amr0s1a instead of /dev/da0s1a): Filesystem Size (1k-blocks) Size (GB) Mounted on /dev/da0s1a 1.016.303 1 / /dev/da0s1b 6 swap /dev/da0s1e 2.032.623 2 /var /dev/da0s1f 8.205.339 8 /usr /dev/da1s1e 45.734.361 45 /compat/linux/oracle /dev/da1s1f 2.032.623 2 /compat/linux/sapmnt /dev/da1s1g 2.032.623 2 /compat/linux/usr/sap Configure and initialize the two logical drives with the Mylex- or PERC/3 RAID software beforehand. The software can be started during the bios boot phase. Please note that this disk layout differs slightly from the SAP recommendations, as SAP suggests mounting the oracle-subdirectories (and some others) separately - I decided to just create them as real subdirectories for simplicity. <command>make world</command> and a New Kernel Download the latest stable-sources. Rebuild world and your custom kernel after configuring your kernel configuration file. Here you should also include the kernel parameters which are required for both SAP R/3 and Oracle. Installing the Linux Environment During the first installation with FreeBSD 4.3-STABLE I had some trouble downloading the required RPM-files (for 4.3 stable, 2nd May 2001), but with FreeBSD 4.5-STABLE, everything went very smooth. Should you encounter some problems, try to download those files by hand. For a list of RPM-Mirrors and required files, see the corresponding makefile. Installing Linux Base-system First the linux_base port needs to be installed (as root). This is currently linux_base-6. &prompt.root; cd /usr/ports/emulators/linux_base &prompt.root; make package Installing Linux Development The Linux development is needed, if you want to install Oracle on FreeBSD according to the corresponding description in the handbook: &prompt.root; cd /usr/ports/devel/linux_devtools &prompt.root; make package Linux Development has only been installed for the SAP R/3 46B IDES-installation. It is not needed, if the Oracle DB is not relinked on the FreeBSD system. This is the case if you are using the Oracle tarball from a linux system. Installing Necessary RPMs RPMs To start the R3SETUP-Program, PAM support is needed. During the first SAP-Installation on FreeBSD 4.3-STABLE I tried to install PAM with all the required packages and finally forced the installation of the PAM package, which worked. For SAP R/3 4.6C SR2 I directly forced the installation of the PAM-RPM, which also works, so it seems the dependend packages are not needed: &prompt.root; rpm -i --ignoreos --nodeps --root /compat/linux --dbpath /var/lib/rpm \ pam-0.68-7.i386.rpm For Oracle 8.0.5 to run the intelligent agent, I also had to install the RedHat Tcl package tcl-8.0.5-30.i386.rpm (otherwise the relinking during Oracle install will not work). There are some other issues regarding relinking of Oracle, but that is a Oracle-Linux issue, not FreeBSD specific. Some additional hints It might also be a good idea to add linprocfs to /etc/fstab. See man linprocfs. Another parameter to set is kern.fallback_elf_brand=3 which is done in file /etc/sysctl.conf. Creating the SAP/R3 Environment Creating the Necessary Filesystems and Mountpoints For a simple installation, it is sufficient to create the following filesystems: mountpoint size in GB /compat/linux/oracle 45 GB /compat/linux/sapmnt 2 GB /compat/linux/usr/sap 2 GB It is also necessary to created some links. Otherwise the SAP-Installer will complain, as it is checking the created links: &prompt.root; ln -s /compat/linux/oracle /oracle &prompt.root; ln -s /compat/linux/sapmnt /sapmnt &prompt.root; ln -s /compat/linux/usr/sap /usr/sap Possible error message during installation (here with System PRD and the SAP R/3 4.6C SR2 installation): INFO 2002-03-19 16:45:36 R3LINKS_IND_IND SyLinkCreate:200 Checking existence of symbolic link /usr/sap/PRD/SYS/exe/dbg to /sapmnt/PRD/exe. Creating if it does not exist... WARNING 2002-03-19 16:45:36 R3LINKS_IND_IND SyLinkCreate:400 Link /usr/sap/PRD/SYS/exe/dbg exists but it points to file /compat/linux/sapmnt/PRD/exe instead of /sapmnt/PRD/exe. The program cannot go on as long as this link exists at this location. Move the link to another location. ERROR 2002-03-19 16:45:36 R3LINKS_IND_IND Ins_SetupLinks:0 can not setup link '/usr/sap/PRD/SYS/exe/dbg' with content '/sapmnt/PRD/exe' Creating Users and Directories SAP R/3 needs two users and three groups. The usernames depend on the SAP system id (SID) which consists of three letters. Some of these SIDs are reserved by SAP (for example SAP and NIX. For a complete list please see the SAP documentation). For the IDES installation I used IDS, for the 4.6C SR2 installation PRD, as that system is intended for production use. We have therefore the following groups (group ids might differ, these are just the values I used with my installation): group id group name description 100 dba Data Base Administrator 101 sapsys SAP System 102 oper Data Base Operator For a default Oracle-Installation, only group dba is used. As oper-group, one also uses group dba (see Oracle- and SAP-documentation for further information). We also need the following users: user id username generic name group additional groups description 1000 idsadm/prdadm sidadm sapsys oper SAP Administrator 1002 oraids/oraprd orasid dba oper DB Administrator Adding the users with adduser requires the following (please note shell and home directory) entries for SAP-Administrator: Name: sidadm Password: ****** Fullname: SAP Administrator SID Uid: 1000 Gid: 101 (sapsys) Class: Groups: sapsys dba HOME: /home/sidadm Shell: bash (/compat/linux/bin/bash) and for Database-Administrator: Name: orasid Password: ****** Fullname: Oracle Administrator SID Uid: 1002 Gid: 100 (dba) Class: Groups: dba HOME: /oracle/sid Shell: bash (/compat/linux/bin/bash) This should also include group oper in case you are using both groups dba and oper. Creating Directories These directories are usually created as separate filesystems. This depends entirely on your requirements. I choose to create them as simple directories, as they are all located on the same RAID 5 anyway: First we will set owners and rights of some directories (as user root): &prompt.root; chmod 775 /oracle &prompt.root; chmod 777 /sapmnt &prompt.root; chown root:dba /oracle &prompt.root; chown sidadm:sapsys /compat/linux/usr/sap &prompt.root; chmod 775 /compat/linux/usr/sap Second we will create directories as user orasid. These will all be subdirectories of /oracle/SID: &prompt.root; su - orasid &prompt.root; cd /oracle/SID &prompt.root; mkdir mirrlogA mirrlogB origlogA origlogB &prompt.root; mkdir sapdata1 sapdata2 sapdata3 sapdata4 sapdata5 sapdata6 &prompt.root; mkdir saparch sapreorg &prompt.root; exit For the Oracle 8.1.7-installation some additional directories are needed: &prompt.root; su - orasid &prompt.root; cd /oracle &prompt.root; mkdir 805_32 &prompt.root; mkdir client stage &prompt.root; mkdir client/80x_32 &prompt.root; mkdir stage/817_32 &prompt.root; cd /oracle/SID &prompt.root; mkdir 817_32 The directory client/80x_32 is used with exactly this name. Don't replace the x with some number or anything. In the third step we create directories as user sidadm: &prompt.root; su - sidadm &prompt.root; cd /usr/sap &prompt.root; mkdir SID &prompt.root; mkdir trans &prompt.root; exit Entries in /etc/services SAP R/3 requires some entries in file /etc/services, which will not be set correctly during installation under FreeBSD. Please add the following entries (you need at least those entries corresponding to the instance number - in this case, 00. It will do no harm adding all entries from 00 to 99 for dp, gw, sp and ms). If you are going to use a saprouter or need to access SAP OSS, you also need 99, as port 3299 is usually used for the saprouter process on the target system: sapdp00 3200/tcp # SAP Dispatcher. 3200 + Instance-Number sapgw00 3300/tcp # SAP Gateway. 3300 + Instance-Number sapsp00 3400/tcp # 3400 + Instance-Number sapms00 3500/tcp # 3500 + Instance-Number sapmsSID 3600/tcp # SAP Message Server. 3600 + Instance-Number sapgw00s 4800/tcp # SAP Secure Gateway 4800 + Instance-Number Necessary Locales locale SAP requires at least two locales that are not part of the default RedHat installation. SAP offers the required RPMs as download from their FTP-server (which is only accessible if you are a customer with OSS-access). See note 0171356 for a list of RPMs you need. It is also possible to just create appropriate links (for example from de_DE and en_US ), but I would not recommend this for a production system (so far it worked with the IDES system without any problems, though). The following locales are needed: de_DE.ISO-8859-1 en_US.ISO-8859-1 Create the links like this: &prompt.root; cd /compat/linux/usr/share/locale &prompt.root; ln -s de_DE de_DE.ISO-8859-1 &prompt.root; ln -s en_US en_US.ISO-8859-1 If they are not present, there will be some problems during the installation. If these are then subsequently ignored (by setting the status of the offending steps to OK in file CENTRDB.R3S), it will be impossible to log onto the SAP-system without some additional effort. Kernel Tuning kernel tuning SAP R/3 Systems need a lot of resources. I therefore added the following parameters to my kernel config-file: # Set these for memory pigs (SAP and Oracle): options MAXDSIZ="(1024*1024*1024)" options DFLDSIZ="(1024*1024*1024)" # System V options needed. options SYSVSHM #SYSV-style shared memory options SHMMAXPGS=262144 #max amount of shared mem. pages #options SHMMAXPGS=393216 #use this for the 46C inst.parameters options SHMMNI=256 #max number of shared memory ident if. options SHMSEG=100 #max shared mem.segs per process options SYSVMSG #SYSV-style message queues options MSGSEG=32767 #max num. of mes.segments in system options MSGSSZ=32 #size of msg-seg. MUST be power of 2 options MSGMNB=65535 #max char. per message queue options MSGTQL=2046 #max amount of msgs in system options SYSVSEM #SYSV-style semaphores options SEMMNU=256 #number of semaphore UNDO structures options SEMMNS=1024 #number of semaphores in system options SEMMNI=520 #number of semaphore indentifiers options SEMUME=100 #number of UNDO keys The minimum values are specified in the documentation that comes from SAP. As there is no description for Linux, see the HP-UX-section (32-bit) for further information. As the system for the 4.6C SR2 installation has more main memory, the shared segments can be larger both for SAP and Oracle, therefore choose a larger number of shared memory pages. With the default installation of FreeBSD 4.5 on x386, leave MAXDSIZ and DFLDSIZ at 1 GB maximum. Otherwise, strange errors like ORA-27102: out of memory and Linux Error: 12: Cannot allocate memory might happen. Installing SAP R/3 Preparing SAP CDROMs There are many CDROMs to mount and unmount during the installation. Assuming you have enough CDROM-drives, you can just mount them all. I decided to copy the CDROM contents to corresponding directories: /oracle/SID/sapreorg/cd-name where cd-name was one of KERNEL, RDBMS, EXPORT1, EXPORT2, EXPORT3, EXPORT4, EXPORT5 and EXPORT6 for the 4.6B/IDES-installation, and KERNEL, RDBMS, DISK1, DISK2, DISK3, DISK4 and LANG for the 4.6C SR2-installation. All the filenames on the mounted CDs should be in capital letters, otherwise use the option for mounting. So use the following commands: &prompt.root; mount_cd9660 -g /dev/cd0a /mnt &prompt.root; cp -R /mnt/* /oracle/SID/sapreorg/cd-name &prompt.root; umount /mnt Running the install-script First you have to prepare an install-directory: &prompt.root; cd /oracle/SID/sapreorg &prompt.root; mkdir install &prompt.root; cd install Then the install-script is started, which will copy nearly all the relevant files into the install-directory: &prompt.root; /oracle/SID/sapreorg/KERNEL/UNIX/INSTTOOL.SH The IDES-Installation (4.6B) comes with a fully customized SAP R/3 Demo-System, so there are six instead of just three EXPORT-CDs. At this point the installation template CENTRDB.R3S is for installing a standard central instance (R/3 and Database), not the IDES central instance, so one needs to copy the corresponding CENTRDB.R3S from the EXPORT1 directory, otherwise R3SETUP will only ask for three EXPORT-CDs. The newer SAP 4.6C SR2-release comes with four EXPORT-CDs. The parameter-file that controls the installation-steps is CENTRAL.R3S. Contrary to earlier releases there are no separate installation templates for a central instance with or without database. SAP is using a separate template for DB-installation. To restart the installation later it is however sufficient to restart with the original file. During and after installation, SAP requires hostname to return the computer name only, not the fully qualified domain name. So either set the hostname accordingly, or set an alias with alias hostname='hostname -s' for both orasid and sidadm (and for root at least during installation steps performed as root). It is also possible to adjust the installed profile- and login-scripts of both users that are installed during SAP-installation. Start R3SETUP 4.6B Make sure LD_LIBRARY_PATH is set correctly: &prompt.root; export LD_LIBRARY_PATH=/oracle/IDS/lib:/sapmnt/IDS/exe:/oracle/805_32/lib Start R3SETUP as root from installation directory: &prompt.root; cd /oracle/IDS/sapreorg/install &prompt.root; ./R3SETUP -f CENTRDB.R3S The script then asks some questions (defaults in brackets, followed by actual input): Question Default Input Enter SAP System ID [C11] IDSEnter Enter SAP Instance Number [00] Enter Enter SAPMOUNT Directory [/sapmnt] Enter Enter name of SAP central host [troubadix.domain.de] Enter Enter name of SAP db host [troubadix] Enter Select character set [1] (WE8DEC) Enter Enter Oracle server version (1) Oracle 8.0.5, (2) Oracle 8.0.6, (3) Oracle 8.1.5, (4) Oracle 8.1.6 1Enter Extract Oracle Client archive [1] (Yes, extract) Enter Enter path to KERNEL CD [/sapcd] /oracle/IDS/sapreorg/KERNEL Enter path to RDBMS CD [/sapcd] /oracle/IDS/sapreorg/RDBMS Enter path to EXPORT1 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT1 Directory to copy EXPORT1 CD [/oracle/IDS/sapreorg/CD4_DIR] Enter Enter path to EXPORT2 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT2 Directory to copy EXPORT2 CD [/oracle/IDS/sapreorg/CD5_DIR] Enter Enter path to EXPORT3 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT3 Directory to copy EXPORT3 CD [/oracle/IDS/sapreorg/CD6_DIR] Enter Enter path to EXPORT4 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT4 Directory to copy EXPORT4 CD [/oracle/IDS/sapreorg/CD7_DIR] Enter Enter path to EXPORT5 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT5 Directory to copy EXPORT5 CD [/oracle/IDS/sapreorg/CD8_DIR] Enter Enter path to EXPORT6 CD [/sapcd] /oracle/IDS/sapreorg/EXPORT6 Directory to copy EXPORT6 CD [/oracle/IDS/sapreorg/CD9_DIR] Enter Enter amount of RAM for SAP + DB 850Enter (in Megabytes) Service Entry Message Server [3600] Enter Enter Group-ID of sapsys [101] Enter Enter Group-ID of oper [102] Enter Enter Group-ID of dba [100] Enter Enter User-ID of sidadm [1000] Enter Enter User-ID of orasid [1002] Enter Number of parallel procs [2] Enter If you had not copied the CDs to the different locations, then the SAP-Installer cannot find the CD needed (identified by the LABEL.ASC-File on CD) and would then ask you to insert and mount the CD and confirm or enter the mount path. The CENTRDB.R3S might not be error-free. In my case, it requested EXPORT4 again (but indicated the correct key (6_LOCATION, then 7_LOCATION etc.), so one can just continue with entering the correct values. Do not get irritated. Apart from some problems mentioned below, everything should go straight through up to the point where the Oracle database software needs to be installed. Start R3SETUP 4.6C SR2 Make sure LD_LIBRARY_PATH is set correctly. This is a different value from the 4.6B installation with Oracle 8.0.5: &prompt.root; export LD_LIBRARY_PATH=/sapmnt/PRD/exe:/oracle/PRD/817_32/lib Start R3SETUP as user root from installation directory: &prompt.root; cd /oracle/PRD/sapreorg/install &prompt.root; ./R3SETUP -f CENTRAL.R3S The script then asks some questions (defaults in brackets, followed by actual input): Question Default Input Enter SAP System ID [C11] PRDEnter Enter SAP Instance Number [00] Enter Enter SAPMOUNT Directory [/sapmnt] Enter Enter name of SAP central host [majestix] Enter Enter Database System ID [PRD] PRDEnter Enter name of SAP db host [majestix] Enter Select character set [1] (WE8DEC) Enter Enter Oracle server version (2) Oracle 8.1.7 2Enter Extract Oracle Client archive [1] (Yes, extract) Enter Enter path to KERNEL CD [/sapcd] /oracle/PRD/sapreorg/KERNEL Enter amount of RAM for SAP + DB 2044 1800Enter (in Megabytes) Service Entry Message Server [3600] Enter Enter Group-ID of sapsys [100] Enter Enter Group-ID of oper [101] Enter Enter Group-ID of dba [102] Enter Enter User-ID of oraprd [1002] Enter Enter User-ID of prdadm [1000] Enter LDAP support 3Enter (no support) Installation step completed [1] (continue) Enter Choose installation service [1] (DB inst,file) Enter So far, creation of users gives an error during installation in phases OSUSERDBSID_IND_ORA (for creating user orasid) and OSUSERSIDADM_IND_ORA (creating user sidadm). Apart from some problems mentioned below, everything should go straight through up to the point where the Oracle database software needs to be installed. Installing Oracle 8.0.5 Please see the corresponding SAP-Notes and Oracle Readmes regarding Linux and Oracle DB for possible problems. Most if not all problems stem from incompatible libraries. For more information on installing Oracle, refer to the Installing Oracle chapter. Installing the Oracle 8.0.5 with orainst If Oracle 8.0.5 is to be used, some additional libraries are needed for successfully relinking, as Oracle 8.0.5 was linked with an old glibc (RedHat 6.0), but RedHat 6.1 already uses a new glibc. So you have to install the following additional packages to ensure that linking will work: compat-libs-5.2-2.i386.rpm compat-glibc-5.2-2.0.7.2.i386.rpm compat-egcs-5.2-1.0.3a.1.i386.rpm compat-egcs-c++-5.2-1.0.3a.1.i386.rpm compat-binutils-5.2-2.9.1.0.23.1.i386.rpm See the corresponding SAP-Notes or Oracle Readmes for further information. If this is no option (at the time of installation I did not have enough time to check this), one could use the original binaries, or use the relinked binaries from an original RedHat System. For compiling the intelligent agent, the RedHat Tcl package must be installed. If you cannot get tcl-8.0.3-20.i386.rpm, a newer one like tcl-8.0.5-30.i386.rpm for RedHat 6.1 should also do. Apart from relinking, the installation is straightforward: &prompt.root; su - oraids &prompt.root; export TERM=xterm &prompt.root; export ORACLE_TERM=xterm &prompt.root; export ORACLE_HOME=/oracle/IDS &prompt.root; cd /ORACLE_HOME/orainst_sap &prompt.root; ./orainst Confirm all Screens with Enter until the software is installed, except that one has to deselect the Oracle On-Line Text Viewer, as this is not currently available for Linux. Oracle then wants to relink with i386-glibc20-linux-gcc instead of the available gcc, egcs or i386-redhat-linux-gcc . Due to time constrains I decided to use the binaries from an Oracle 8.0.5 PreProduction release, after the first attempt at getting the version from the RDBMS-CD working, failed, and finding and accessing the correct RPMs was a nightmare at that time. Installing the Oracle 8.0.5 Pre-Production release for Linux (Kernel 2.0.33) This installation is quite easy. Mount the CD, start the installer. It will then ask for the location of the Oracle home directory, and copy all binaries there. I did not delete the remains of my previous RDBMS-installation tries, though. Afterwards, Oracle Database could be started with no problems. Installing the Oracle 8.1.7 linux tarball Take the tarball oracle81732.tgz you produced from the installation directory on a linux system and untar it to /oracle/SID/817_32/. Continue with SAP R/3 Installation First check the environment settings of users idsamd (sidadm) and oraids (orasid). They should now both have the files .profile, .login and .cshrc which are all using hostname. In case the system's hostname is the fully qualified name, you need to change hostname to hostname -s within all three files. Database Load Afterwards, R3SETUP can either be restarted or continued (depending on whether exit was chosen or not). R3SETUP then creates the tablespaces and loads the data (for 46B IDES, from EXPORT1 to EXPORT6, for 46C from DISK1 to DISK4) with R3load into the database. When the database load is finished (might take a few hours), some passwords are requested. For test installations, one can use the well known default passwords (use different ones if security is an issue!): Question Input Enter Password for sapr3 sapEnter Confirum Password for sapr3 sapEnter Enter Password for sys change_on_installEnter Confirm Password for sys change_on_installEnter Enter Password for system managerEnter Confirm Password for system managerEnter At this point I had a few problems with dipgntab during the 4.6B installation. Listener Start the Oracle-Listener as user orasid as follows: &prompt.user; umask 0; lsnrctl start Otherwise you might get ORA-12546 as the sockets will not have the correct permissions. See SAP note 072984. Updating MNLS Tables If you plan to import non-Latin-1 languages into the SAP-System, you have to update the Multi National Language Support tables. This is described in the SAP OSS-Notes 15023 and 45619. Otherwise, you can skip this question during SAP installation. If you don't need MNLS, it is still necessary to check table TCPDB and initializing it if this hasn't been done. See SAP note 0015023 and 0045619 for further information. Post-installation Steps Request SAP R/3 License Key You have to request your SAP R/3 License Key. This is needed, as the temporary license that was installed during installation is only valid for four weeks. First get the hardware key. Log on as user idsadm and call saplicense: &prompt.root; /sapmnt/IDS/exe/saplicense -get Calling saplicense without options gives a list of options. Upon receiving the license key, it can be installed using: &prompt.root; /sapmnt/IDS/exe/saplicense -install You are then required to enter the following values: SAP SYSTEM ID = SID, 3 chars CUSTOMER KEY = hardware key, 11 chars INSTALLATION NO = installation, 10 digits EXPIRATION DATE = yyyymmdd, usually "99991231" LICENSE KEY = license key, 24 chars Creating Users Create a user within client 000 (for some tasks required to be done within client 000, but with a user different from users sap* and ddic). As a username, I usually choose wartung (or service in English). Profiles required are sap_new and sap_all. For additional safety the passwords of default users within all clients should be changed (this includes users sap* and ddic). Configure Transport System, Profile, Operation Modes, Etc. Within client 000, user different from ddic and sap*, do at least the following: Task Transaction Configure Transport System, eg as Stand-Alone Transport Domain Entity STMS Create / Edit Profile for System RZ10 Maintain Operation Modes and Instances RZ04 These and all the other post-installation steps are thoroughly described in SAP installation guides. Edit init<replaceable>sid</replaceable>.sap (initIDS.sap) The file /oracle/IDS/dbs/initIDS.sap contains the SAP backup profile. Here the size of the tape to be used, type of compression and so on need to be defined. To get this running with sapdba / brbackup, I changed the following values: compress = hardware archive_function = copy_delete_save cpio_flags = "-ov --format=newc --block-size=128 --quiet" cpio_in_flags = "-iuv --block-size=128 --quiet" tape_size = 38000M tape_address = /dev/nsa0 tape_address_rew = /dev/sa0 Explanations: compress The tape I use is a HP DLT1 which does hardware compression. archive_function This defines the default behavior for saving Oracle archive logs: New logfiles are saved to tape, already saved logfiles are saved again and are then deleted. This prevents lots of trouble if you need to recover the database, and one of the archive-tapes has gone bad. cpio_flags Default is to use -B which sets blocksize to 5120 Bytes. For DLT-Tapes, HP recommends at least 32 K blocksize, so I used --block-size=128 for 64 K. --format=newc is needed I have inode numbers greater than 65535. The last option --quiet is needed as otherwise brbackup complains as soon as cpio outputs the numbers of blocks saved. cpio_in_flags Flags needed for loading data back from tape. Format is recognized automagically. tape_size This usually gives the raw storage capability of the tape. For security reason (we use hardware compression), the value is slightly lower than the actual value. tape_address The non-rewindable device to be used with cpio. tape_address_rew The rewindable device to be used with cpio. Configuration Issues after Installation The following SAP-parameters should be tuned after installation (examples for IDES 46B, 1 GB memory): Name Value ztta/roll_extension 250000000 abap/heap_area_dia 300000000 abap/heap_area_nondia 400000000 em/initial_size_MB 256 em/blocksize_kB 1024 ipc/shm_psize_40 70000000 SAP-Note 0013026: Name Value ztta/dynpro_area 2500000 SAP-Note 0157246: Name Value rdisp/ROLL_MAXFS 16000 rdisp/PG_MAXFS 30000 With the above parameters, on a system with 1 gigabyte of memory, one may find memory consumption similar to: Mem: 547M Active, 305M Inact, 109M Wired, 40M Cache, 112M Buf, 3492K Free Problems During Installation Restart R3SETUP after fixing a problem R3SETUP stops if it encounters an error. If you have looked at the corresponding logfiles and fixed the error, you have to start R3SETUP again, usually selecting REPEAT as option for the last step R3SETUP complained about. To restart R3SETUP, just start it with the corresponding R3S-file: &prompt.root; ./R3SETUP -f CENTRDB.R3S for 4.6B, or with &prompt.root; ./R3SETUP -f CENTRAL.R3S for 4.6C, no matter whether the error occured with CENTRAL.R3S or DATABASE.R3S. At some stages, R3SETUP assumes that both database- and SAP-processes are up and running (as those were steps it already completed). Should errors occur and for example the database could not be started, you have to start both database and SAP by hand after you fixed the errors and before starting R3SETUP again. Don't forget to also start the oracle listener again (as orasid with umask 0; lsnrctl start) if it was also stopped (for example due to a necessary reboot of the system). OSUSERSIDADM_IND_ORA During R3SETUP If R3SETUP complains at this stage, edit the template file R3SETUP used at that time (CENTRDB.R3S (4.6B) or either CENTRAL.R3S or DATABASE.R3S (4.6C)). Locate [OSUSERSIDADM_IND_ORA] or search for the only STATUS=ERROR-entry and edit the following values: HOME=/home/sidadm (was empty) STATUS=OK (had status ERROR) Then you can restart R3SETUP again. OSUSERDBSID_IND_ORA During R3SETUP Possibly R3SETUP also complains at this stage. The error here is similar to the one in phase OSUSERSIDADM_IND_ORA. Just edit the template file R3SETUP used at that time (CENTRDB.R3S (4.6B) or either CENTRAL.R3S or DATABASE.R3S (4.6C)). Locate [OSUSERDBSID_IND_ORA] or search for the only STATUS=ERROR-entry and edit the following value in that section: STATUS=OK Then restart R3SETUP. <errorname>oraview.vrf FILE NOT FOUND</errorname> During Oracle Installation You have not deselected Oracle On-Line Text Viewer before starting the installation. This is marked for installation even though this option is currently not available for Linux. Deselect this product inside the Oracle installation menu and restart installation. <errorname>TEXTENV_INVALID</errorname> During R3SETUP, RFC or SAPGUI Start If this error is encountered, the correct locale is missing. SAP note 0171356 lists the necessary RPMs that need be installed (eg saplocales-1.0-3, saposcheck-1.0-1 for RedHat 6.1). In case you ignored all the related errors and set the corresponding status from ERROR to OK (in CENTRDB.R3S) every time R3SETUP complained and just restarted R3SETUP, the SAP-System will not be properly configured and you will then not be able to connect to the system with a sapgui, even though the system can be started. Trying to connect with the old Linux sapgui gave the following messages: Sat May 5 14:23:14 2001 *** ERROR => no valid userarea given [trgmsgo. 0401] Sat May 5 14:23:22 2001 *** ERROR => ERROR NR 24 occured [trgmsgi. 0410] *** ERROR => Error when generating text environment. [trgmsgi. 0435] *** ERROR => function failed [trgmsgi. 0447] *** ERROR => no socket operation allowed [trxio.c 3363] Speicherzugriffsfehler This behavior is due to SAP R/3 being unable to correctly assign a locale and also not being properly configured itself (missing entries in some database tables). To be able to connect to SAP, add the following entries to file DEFAULT.PFL (see note 0043288): abap/set_etct_env_at_new_mode = 0 install/collate/active = 0 rscp/TCP0B = TCP0B Restart the SAP system. Now you can connect to the system, even though country-specific language settings might not work as expected. After correcting country-settings (and providing the correct locales), these entries can be removed from DEFAULT.PFL and the SAP system can be restarted. <errorcode>ORA-00001</errorcode> This error only happened with Oracle 8.1.7 on FreeBSD 4.5. The reason was that the Oracle database could not initialize itself properly and crashed, leaving semaphores and shared memory on the system. The next try to start the database then returned ORA-00001. Find them with ipcs -a and remove them with ipcrm. <errorcode>ORA-00445</errorcode> (background process PMON did not start) This error happened with Oracle 8.1.7. This error is reported if the Database is started with the usual startsap-script (for example startsap_majestix_00) as user prdadm. A possible workaround is to start the database as user oraprd instead with svrmgrl: &prompt.user; svrmgrl SVRMGR> connect internal; SVRMGR> startup; SVRMGR> exit <errorcode>ORA-12546</errorcode> (start Listener with Correct Permissions) Start the Oracle Listener as user oraids with the following commands: &prompt.root; umask 0; lsnrctl start Otherwise you might get ORA-12546 as the sockets will not have the correct permissions. See SAP note 0072984. <errorcode>ORA-27102</errorcode> (out of memory) This error happend whilst trying to use values for MAXDSIZ and DFLDSIZ greater than 1 GB (1024x1024x1024). Additionally, I got Linux Error 12: Cannot allocate memory. [DIPGNTAB_IND_IND] During R3SETUP In general, see SAP note 0130581 (R3SETUP step DIPGNTAB terminates). During the IDES-specific installation, for some reasons the installation process was not using the proper SAP system name IDS, but the empty string "" instead. This lead to some minor problems with accessing directories, as the paths are generated dynamically using SID (in this case IDS). So instead of accessing: /usr/sap/IDS/SYS/... /usr/sap/IDS/DVMGS00 the following paths were used: /usr/sap//SYS/... /usr/sap/D00 To continue with the installation, I created a link and an additional directory: &prompt.root; pwd /compat/linux/usr/sap &prompt.root; ls -l total 4 drwxr-xr-x 3 idsadm sapsys 512 May 5 11:20 D00 drwxr-x--x 5 idsadm sapsys 512 May 5 11:35 IDS lrwxr-xr-x 1 root sapsys 7 May 5 11:35 SYS -> IDS/SYS drwxrwxr-x 2 idsadm sapsys 512 May 5 13:00 tmp drwxrwxr-x 11 idsadm sapsys 512 May 4 14:20 trans I also found SAP notes (0029227 and 0008401) describing this behavior. I did not encounter any of these problems with the SAP 4.6C-installation. [RFCRSWBOINI_IND_IND] During R3SETUP During installation of SAP 4.6C, this error was just the result of another error happening earlier during installation. In this case, you have to look through the corresponding logfiles and correct the real problem. If after looking through the logfiles this error is indeed the correct one (check the SAP-notes), you can set STATUS of the offending step from ERROR to OK (file CENTRDB.R3S) and restart R3SETUP. After installation, you have to execute the report RSWBOINS from transaction SE38. See SAP note 0162266 for additional information about phase RFCRSWBOINI and RFCRADDBDIF. [RFCRADDBDIF_IND_IND] During R3SETUP Here the same restrictions apply: Make sure by looking through the logfiles, that this error is not caused by some previous problems. If you can confirm that SAP-Note 0162266 applies, just set STATUS of the offending step from ERROR to OK (file CENTRDB.R3S) and restart R3SETUP. After installation, you have to execute the report RADDBDIF from transaction SE38. sigaction sig31: File size limit exceeded This error occured during start of SAP-processes disp+work. If starting SAP with the startsap-script, subprocesses are then started which detach and do the dirty work of starting all other SAP processes. As a result, the script itself won't notice if something goes wrong. To check whether the SAP processes did start properly, have a look at the process status with ps ax | grep SID, which will give you a list of all Oracle- and SAP-processes. If it looks like some processes are missing or if you can't connect to the SAP-System, look at the corresponding logfiles which can be found at /usr/sap/SID/DVEBMGSnr/work/. The files to look at are dev_ms and dev_disp. Signal 31 happens here if the amount of shared memory used by Oracle and SAP exceed the one defined within the kernel configuration file and could be resolved by using a larger value: # larger value for 46C production systems: options SHMMAXPGS=393216 # smaller value sufficient for 46B: #options SHMMAXPGS=262144 Start of saposcol failed There are some problems with Program saposcol (version 4.6D). The SAP-System is using saposcol to collect data about the system performance. This program is not needed to use the SAP-System, so this problem can be considered a minor one. The older versions (4.6B) does work, but doesn't collect all the data (many calls will just return 0, for example for CPU usage). - + Advanced Topics If you are curious as to how the Linux binary compatibility works, this is the section you want to read. Most of what follows is based heavily on an email written to &a.chat; by Terry Lambert tlambert@primenet.com (Message ID: <199906020108.SAA07001@usr09.primenet.com>). How Does It Work? execution class loader FreeBSD has an abstraction called an execution class loader. This is a wedge into the &man.execve.2; system call. What happens is that FreeBSD has a list of loaders, instead of a single loader with a fallback to the #! loader for running any shell interpreters or shell scripts. Historically, the only loader on the Unix platform examined the magic number (generally the first 4 or 8 bytes of the file) to see if it was a binary known to the system, and if so, invoked the binary loader. If it was not the binary type for the system, the &man.execve.2; call returned a failure, and the shell attempted to start executing it as shell commands. The assumption was a default of whatever the current shell is. Later, a hack was made for &man.sh.1; to examine the first two characters, and if they were :\n, then it invoked the &man.csh.1; shell instead (we believe SCO first made this hack). What FreeBSD does now is go through a list of loaders, with a generic #! loader that knows about interpreters as the characters which follow to the next whitespace next to last, followed by a fallback to /bin/sh. ELF For the Linux ABI support, FreeBSD sees the magic number as an ELF binary (it makes no distinction between FreeBSD, Solaris, Linux, or any other OS which has an ELF image type, at this point). Solaris The ELF loader looks for a specialized brand, which is a comment section in the ELF image, and which is not present on SVR4/Solaris ELF binaries. For Linux binaries to function, they must be branded as type Linux; from &man.brandelf.1;: &prompt.root; brandelf -t Linux file When this is done, the ELF loader will see the Linux brand on the file. ELF branding When the ELF loader sees the Linux brand, the loader replaces a pointer in the proc structure. All system calls are indexed through this pointer (in a traditional Unix system, this would be the sysent[] structure array, containing the system calls). In addition, the process is flagged for special handling of the trap vector for the signal trampoline code, and several other (minor) fix-ups that are handled by the Linux kernel module. The Linux system call vector contains, among other things, a list of sysent[] entries whose addresses reside in the kernel module. When a system call is called by the Linux binary, the trap code dereferences the system call function pointer off the proc structure, and gets the Linux, not the FreeBSD, system call entry points. In addition, the Linux mode dynamically reroots lookups; this is, in effect, what the union option to FS mounts (not the unionfs!) does. First, an attempt is made to lookup the file in the /compat/linux/original-path directory, then only if that fails, the lookup is done in the /original-path directory. This makes sure that binaries that require other binaries can run (e.g., the Linux toolchain can all run under Linux ABI support). It also means that the Linux binaries can load and exec FreeBSD binaries, if there are no corresponding Linux binaries present, and that you could place a &man.uname.1; command in the /compat/linux directory tree to ensure that the Linux binaries could not tell they were not running on Linux. In effect, there is a Linux kernel in the FreeBSD kernel; the various underlying functions that implement all of the services provided by the kernel are identical to both the FreeBSD system call table entries, and the Linux system call table entries: file system operations, virtual memory operations, signal delivery, System V IPC, etc… The only difference is that FreeBSD binaries get the FreeBSD glue functions, and Linux binaries get the Linux glue functions (most older OS's only had their own glue functions: addresses of functions in a static global sysent[] structure array, instead of addresses of functions dereferenced off a dynamically initialized pointer in the proc structure of the process making the call). Which one is the native FreeBSD ABI? It does not matter. Basically the only difference is that (currently; this could easily be changed in a future release, and probably will be after this) the FreeBSD glue functions are statically linked into the kernel, and the Linux glue functions can be statically linked, or they can be accessed via a kernel module. Yeah, but is this really emulation? No. It is an ABI implementation, not an emulation. There is no emulator (or simulator, to cut off the next question) involved. So why is it sometimes called Linux emulation? To make it hard to sell FreeBSD! Really, it is because the historical implementation was done at a time when there was really no word other than that to describe what was going on; saying that FreeBSD ran Linux binaries was not true, if you did not compile the code in or load a module, and there needed to be a word to describe what was being loaded—hence the Linux emulator.
diff --git a/en_US.ISO8859-1/books/handbook/mail/chapter.sgml b/en_US.ISO8859-1/books/handbook/mail/chapter.sgml index c7b48ea0d7..ce34c8abd8 100644 --- a/en_US.ISO8859-1/books/handbook/mail/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/mail/chapter.sgml @@ -1,1254 +1,1254 @@ Bill Lloyd Original work by Jim Mock Rewritten by Electronic Mail - + Synopsis email electronic mail Electronic Mail, better known as email, is one of the most widely used forms of communication today. This chapter provides a basic introduction to running a mail server on FreeBSD. However, it is not a complete reference and in fact many important considerations are omitted. For more complete coverage of the subject, the reader is referred to the many excellent books listed in . After reading this chapter, you will know: What software components are involved in sending and receiving electronic mail. Where basic sendmail configuration files are located in FreeBSD. How to block spammers from illegally using your mail server as a relay. How to install and configure an alternate mail transfer agent on your system, replacing sendmail. How to troubleshoot common mail server problems. How to configure SMTP Authentication for added security. Before reading this chapter, you should: Properly setup your network connection (). Properly setup the DNS information for your mail host (). Know how to install additional third-party software (). Using Electronic Mail POP IMAP DNS There are five major parts involved in an email exchange. They are: the user program, the server daemon, DNS, a POP or IMAP daemon, and of course, the mailhost itself. The User Program This includes command line programs such as mutt, pine, elm, and mail, and GUI programs such as balsa, xfmail to name a few, and something more sophisticated like a WWW browser. These programs simply pass off the email transactions to the local mailhost, either by calling one of the server daemons available or delivering it over TCP. Mailhost Server Daemon mail server daemons sendmail mail server daemons postfix mail server daemons qmail mail server daemons exim This is usually sendmail (by default with FreeBSD) or one of the other mail server daemons such as qmail, postfix, or exim. There are others, but those are the most widely used. The server daemon usually has two functions—it looks after receiving incoming mail and delivers outgoing mail. It does not allow you to connect to it via POP or IMAP to read your mail. You need an additional daemon for that. Be aware that some older versions of sendmail have some serious security problems, however as long as you run a current version of it you should not have any problems. As always, it is a good idea to stay up-to-date with any software you run. Email and DNS The Domain Name System (DNS) and its daemon named play a large role in the delivery of email. In order to deliver mail from your site to another, the server daemon will look up the site in the DNS to determine the host that will receive mail for the destination. It works the same way when you have mail sent to you. The DNS contains the database mapping hostname to an IP address, and a hostname to mailhost. The IP address is specified in an A record. The MX (Mail eXchanger) record specifies the mailhost that will receive mail for you. If you do not have an MX record for your hostname, the mail will be delivered directly to your host. Receiving Mail email receiving Receiving mail for your domain is done by the mail host. It will collect mail sent to you and store it for reading or pickup. In order to pick the stored mail up, you will need to connect to the mail host. This is done by either using POP or IMAP. If you want to read mail directly on the mail host, then a POP or IMAP server is not needed. POP IMAP If you want to run a POP or IMAP server, there are two things you need to do: Get a POP or IMAP daemon from the ports collection and install it on your system. Modify /etc/inetd.conf to load the POP or IMAP server. The Mail Host mail host The mail host is the name given to a server that is responsible for delivering and receiving mail for your host, and possibly your network. Christopher Shumway Contributed by <application>sendmail</application> Configuration sendmail &man.sendmail.8; is the default Mail Transfer Agent (MTA) in FreeBSD. sendmail's job is to accept mail from Mail User Agents (MUA) and deliver it to the appropriate mailer as defined by its configuration file. sendmail can also accept network connections and deliver mail to local mailboxes or deliver it to another program. sendmail uses the following configuration files: /etc/mail/access /etc/mail/aliases /etc/mail/local-host-names /etc/mail/mailer.conf /etc/mail/mailertable /etc/mail/sendmail.cf /etc/mail/virtusertable Filename Function /etc/mail/access sendmail access database file /etc/mail/aliases Mailbox aliases /etc/mail/local-host-names Lists of hosts sendmail accepts mail for /etc/mail/mailer.conf Mailer program configuration /etc/mail/mailertable Mailer delivery table /etc/mail/sendmail.cf sendmail master configuration file /etc/mail/virtusertable Virtual users and domain tables <filename>/etc/mail/access</filename> The access database defines what host(s) or IP addresses have access to the local mail server and what kind of access they have. Hosts can be listed as , , or simply passed to sendmail's error handling routine with a given mailer error. Hosts that are listed as , which is the default, are allowed to send mail to this host as long as the mail's final destination is the local machine. Hosts that are listed as are rejected for all mail connections. Hosts that have the option for their hostname are allowed to send mail for any destination through this mail server. Configuring the <application>sendmail</application> Access Database cyberspammer.com 550 We don't accept mail from spammers FREE.STEALTH.MAILER@ 550 We don't accept mail from spammers another.source.of.spam REJECT okay.cyberspammer.com OK 128.32 RELAY In this example we have five entries. Mail senders that match the left hand side of the table are affected by the action on the right side of the table. The first two examples give an error code to sendmail's error handling routine. The message is printed to the remote host when a mail matches the left hand side of the table. The next entry rejects mail from a specific host on the Internet, another.source.of.spam. The next entry accepts mail connections from a host okay.cyberspammer.com, which is more exact than the cyberspammer.com line above. More specific matches override less exact matches. The last entry allows relaying of electronic mail from hosts with an IP address that begins with 128.32. These hosts would be able to send mail through this mail server that are destined for other mail servers. When this file is updated, you need to run make in /etc/mail/ to update the database. <filename>/etc/mail/aliases</filename> The aliases database contains a list of virtual mailboxes that are expanded to other user(s), files, programs or other aliases. Here are a few examples that can be used in /etc/mail/aliases: Mail Aliases root: localuser ftp-bugs: joe,eric,paul bit.bucket: /dev/null procmail: "|/usr/local/bin/procmail" The file format is simple; the mailbox name on the left side of the colon is expanded to the target(s) on the right. The first example simply expands the mailbox root to the mailbox localuser, which is then looked up again in the aliases database. If no match is found, then the message is delivered to the local user localuser. The next example shows a mail list. Mail to the mailbox ftp-bugs is expanded to the three local mailboxes joe, eric, and paul. Note that a remote mailbox could be specified as user@example.com. The next example shows writing mail to a file, in this case /dev/null. The last example shows sending mail to a program, in this case the mail message is written to the standard input of /usr/local/bin/procmail through a Unix pipe. When this file is updated, you need to run make in /etc/mail/ to update the database. <filename>/etc/mail/local-host-names</filename> This is a list of hostnames &man.sendmail.8; is to accept as the local host name. Place any domains or hosts that sendmail is to be receiving mail for. For example, if this mail server was to accept mail for the domain example.com and the host mail.example.com, its local-host-names might look something like this: example.com mail.example.com When this file is updated, &man.sendmail.8; needs to be restarted to read the changes. <filename>/etc/mail/sendmail.cf</filename> sendmail's master configuration file, sendmail.cf controls the overall behavior of sendmail, including everything from rewriting e-mail addresses to printing rejection messages to remote mail servers. Naturally, with such a diverse role, this configuration file is quite complex and its details are a bit out of the scope of this section. Fortunately, this file rarely needs to be changed for standard mail servers. The master sendmail configuration file can be built from &man.m4.1; macros that define the features and behavior of sendmail. Please see /usr/src/contrib/sendmail/cf/README for some of the details. When changes to this file are made, sendmail needs to be restarted for the changes to take effect. <filename>/etc/mail/virtusertable</filename> The virtusertable maps mail addresses for virtual domains and mailboxes to real mailboxes. These mailboxes can be local, remote, aliases defined in /etc/mail/aliases or files. Example Virtual Domain Mail Map root@example.com root postmaster@example.com postmaster@noc.example.net @example.com joe In the above example, we have a mapping for a domain example.com. This file is processed in a first match order down the file. The first item maps root@example.com to the local mailbox root. The next entry maps postmaster@example.com to the mailbox postmaster on the host noc.example.net. Finally, if nothing from example.com has matched so far, it will match the last mapping, which matches every other mail message addressed to someone at example.com. This will be mapped to the local mailbox joe. Andrew Boothman Written by Gregory Neil Shapiro Information taken from e-mails written by Changing your Mail Transfer Agent email change mta As already mentioned, FreeBSD comes with sendmail already installed as your MTA (Mail Transfer Agent). Therefore by default it is in charge of your outgoing and incoming mail. However, for a variety of reasons, some system administrators want to change their system's MTA. These reasons range from simply wanting to try out another MTA to needing a specific feature or package which relies on another mailer. Fortunately, whatever the reason, FreeBSD makes it easy to make the change. Install a new MTA You have a wide choice of MTAs available. A good starting point is the FreeBSD Ports Collection where you will be able to find many. Of course you are free to use any MTA you want from any location, as long as you can make it run under FreeBSD. Start by installing your new MTA. Once it is installed it gives you a chance to decide if it really fulfills your needs, and also gives you the opportunity to configure your new software before getting it to take over from sendmail. When doing this, you should be sure that installing the new software won't attempt to overwrite system binaries such as /usr/bin/sendmail. Otherwise, your new mail software has essentially been put into service before you have configured it. Please refer to your chosen MTA's documentation for information on how to configure the software you have chosen. Disable <application>sendmail</application> The procedure used to start sendmail changed significantly between 4.5-RELEASE and 4.6-RELEASE. Therefore, the procedure used to disable it is subtly different. FreeBSD 4.5-STABLE before 2002/4/4 and earlier (including 4.5-RELEASE and earlier) Enter: sendmail_enable="NO" into /etc/rc.conf. This will disable sendmail's incoming mail service, but if /etc/mail/mailer.conf (see below) is not changed, sendmail will still be used to send e-mail. FreeBSD 4.5-STABLE after 2002/4/4 (including 4.6-RELEASE and later) In order to completely disable sendmail you must use sendmail_enable="NONE" in /etc/rc.conf. If you disable sendmail's outgoing mail service in this way, it is important that you replace it with a fully working alternative mail delivery system. If you choose not to, system functions such as &man.periodic.8; will be unable to deliver their results by e-mail as they would normally expect to. Many parts of your system may expect to have a functional sendmail-compatible system. If applications continue to use sendmail's binaries to try and send e-mail after you have disabled them, mail could go into an inactive sendmail queue, and never be delivered. If you only want to disable sendmail's incoming mail service, you should set sendmail_enable="NO" in /etc/rc.conf. More information on sendmail's startup options is available from the &man.rc.sendmail.8; manual page. Running your new MTA on boot You may have a choice of two methods for running your new MTA on boot, again depending on what version of FreeBSD you are running. FreeBSD 4.5-STABLE before 2002/4/11 (including 4.5-RELEASE and earlier) Add a script to /usr/local/etc/rc.d/ that ends in .sh and is executable by root. The script should accept start and stop parameters. At startup time the system scripts will execute the command /usr/local/etc/rc.d/supermailer.sh start which you can also use to manually start the server. At shutdown time, the system scripts will use the stop option, running the command /usr/local/etc/rc.d/supermailer.sh stop which you can also use to manually stop the server while the system is running. FreeBSD 4.5-STABLE after 2002/4/11 (including 4.6-RELEASE and later) With later versions of FreeBSD, you can use the above method or you can set mta_start_script="filename" in /etc/rc.conf, where filename is the name of some script that you want executed at boot to start your MTA. Replacing <application>sendmail</application> as the system's default mailer The program sendmail is so ubiquitous as standard software on Unix systems that some software just assumes it is already installed and configured. For this reason, many alternative MTA's provide their own compatible implementations of the sendmail command-line interface; this facilitates using them as drop-in replacements for sendmail. Therefore, if you are using an alternative mailer, you will need to make sure that software trying to execute standard sendmail binaries such as /usr/bin/sendmail actually executes your chosen mailer instead. Fortunately, FreeBSD provides a system called &man.mailwrapper.8; that does this job for you. When sendmail is operating as installed, you will find something like the following in /etc/mail/mailer.conf: sendmail /usr/libexec/sendmail/sendmail send-mail /usr/libexec/sendmail/sendmail mailq /usr/libexec/sendmail/sendmail newaliases /usr/libexec/sendmail/sendmail hoststat /usr/libexec/sendmail/sendmail purgestat /usr/libexec/sendmail/sendmail This means that when any of these common commands (such as sendmail itself) are run, the system actually invokes a copy of mailwrapper named sendmail, which checks mailer.conf and executes /usr/libexec/sendmail/sendmail instead. This system makes it easy to change what binaries are actually executed when these default sendmail functions are invoked. Therefore if you wanted /usr/local/supermailer/bin/sendmail-compat to be run instead of sendmail, you could change /etc/mail/mailer.conf to read: sendmail /usr/local/supermailer/bin/sendmail-compat send-mail /usr/local/supermailer/bin/sendmail-compat mailq /usr/local/supermailer/bin/mailq-compat newaliases /usr/local/supermailer/bin/newaliases-compat hoststat /usr/local/supermailer/bin/hoststat-compat purgestat /usr/local/supermailer/bin/purgestat-compat Finishing Once you have everything configured the way you want it, you should either kill the sendmail processes that you no longer need and start the processes belonging to your new software, or simply reboot. Rebooting will also give you the opportunity to ensure that you have correctly configured your system to start your new MTA automatically on boot. Troubleshooting email troubleshooting Why do I have to use the FQDN for hosts on my site? You will probably find that the host is actually in a different domain; for example, if you are in foo.bar.edu and you wish to reach a host called mumble in the bar.edu domain, you will have to refer to it by the fully-qualified domain name, mumble.bar.edu, instead of just mumble. BIND Traditionally, this was allowed by BSD BIND resolvers. However the current version of BIND that ships with FreeBSD no longer provides default abbreviations for non-fully qualified domain names other than the domain you are in. So an unqualified host mumble must either be found as mumble.foo.bar.edu, or it will be searched for in the root domain. This is different from the previous behavior, where the search continued across mumble.bar.edu, and mumble.edu. Have a look at RFC 1535 for why this was considered bad practice, or even a security hole. As a good workaround, you can place the line: search foo.bar.edu bar.edu instead of the previous: domain foo.bar.edu into your /etc/resolv.conf. However, make sure that the search order does not go beyond the boundary between local and public administration, as RFC 1535 calls it. sendmail says mail loops back to myself This is answered in the sendmail FAQ as follows: * I am getting Local configuration error messages, such as: 553 relay.domain.net config error: mail loops back to myself 554 <user@domain.net>... Local configuration error How can I solve this problem? You have asked mail to the domain (e.g., domain.net) to be forwarded to a specific host (in this case, relay.domain.net) by using an MX record, but the relay machine does not recognize itself as domain.net. Add domain.net to /etc/mail/local-host-names (if you are using FEATURE(use_cw_file)) or add Cw domain.net to /etc/mail/sendmail.cf. The sendmail FAQ can be found at and is recommended reading if you want to do any tweaking of your mail setup. PPP How can I run a mail server on a dial-up PPP host? You want to connect a FreeBSD box on a LAN to the Internet. The FreeBSD box will be a mail gateway for the LAN. The PPP connection is non-dedicated. UUCP There are at least two ways to do this. One way is to use UUCP. Another way is to get a full-time Internet server to provide secondary MX services for your domain. For example, if your company's domain is example.com and your Internet service provider has set example.net up to provide secondary MX services to your domain: example.com. MX 10 example.com. MX 20 example.net. Only one host should be specified as the final recipient (add Cw example.com in /etc/mail/sendmail.cf on example.com). When the sending sendmail is trying to deliver the mail it will try to connect to you (example.com) over the modem link. It will most likely time out because you are not online. The program sendmail will automatically deliver it to the secondary MX site, i.e. your Internet provider (example.net). The secondary MX site will then periodically try to connect to your host and deliver the mail to the primary MX host (example.com). You might want to use something like this as a login script: #!/bin/sh # Put me in /usr/local/bin/pppmyisp ( sleep 60 ; /usr/sbin/sendmail -q ) & /usr/sbin/ppp -direct pppmyisp If you are going to create a separate login script for a user you could use sendmail -qRexample.com instead in the script above. This will force all mail in your queue for example.com to be processed immediately. A further refinement of the situation is as follows: Message stolen from the &a.isp;. > we provide the secondary MX for a customer. The customer connects to > our services several times a day automatically to get the mails to > his primary MX (We do not call his site when a mail for his domains > arrived). Our sendmail sends the mailqueue every 30 minutes. At the > moment he has to stay 30 minutes online to be sure that all mail is > gone to the primary MX. > > Is there a command that would initiate sendmail to send all the mails > now? The user has not root-privileges on our machine of course. In the privacy flags section of sendmail.cf, there is a definition Opgoaway,restrictqrun Remove restrictqrun to allow non-root users to start the queue processing. You might also like to rearrange the MXs. We are the 1st MX for our customers like this, and we have defined: # If we are the best MX for a host, try directly instead of generating # local config error. OwTrue That way a remote site will deliver straight to you, without trying the customer connection. You then send to your customer. Only works for hosts, so you need to get your customer to name their mail machine customer.com as well as hostname.customer.com in the DNS. Just put an A record in the DNS for customer.com. Why do I keep getting Relaying Denied errors when sending mail from other hosts? In default FreeBSD installations, sendmail is configured to only send mail from the host it is running on. For example, if a POP3 server is installed, then users will be able to check mail from school, work, or other remote locations but they still will not be able to send outgoing emails from outside locations. Typically, a few moments after the attempt, an email will be sent from MAILER-DAEMON with a 5.7 Relaying Denied error message. There are several ways to get around this. The most straightforward solution is to put your ISP's address in a relay-domains file at /etc/mail/relay-domains. A quick way to do this would be: &prompt.root; echo "your.isp.example.com" > /etc/mail/relay-domains After creating or editing this file you must restart sendmail. This works great if you are a server administrator and do not wish to send mail locally, or would like to use a point and click client/system on another machine or even another ISP. It is also very useful if you only have one or two email accounts set up. If there is a large number of addresses to add, you can simply open this file in your favorite text editor and then add the domains, one per line: your.isp.example.com other.isp.example.net users-isp.example.org www.example.org Now any mail sent through your system, by any host in this list (provided the user has an account on your system), will succeed. This is a very nice way to allow users to send mail from your system remotely without allowing people to send SPAM through your system. Advanced Topics The following section covers more involved topics such as mail configuration and setting up mail for your entire domain. Basic Configuration email configuration Out of the box, you should be able to send email to external hosts as long as you have set up /etc/resolv.conf or are running your own name server. If you would like to have mail for your host delivered to the MTA (e.g., sendmail) on your own FreeBSD host, there are two methods: Run your own name server and have your own domain. For example, FreeBSD.org Get mail delivered directly to your host. This is done by delivering mail directly to the current DNS name for your machine. For example, example.FreeBSD.org. SMTP Regardless of which of the above you choose, in order to have mail delivered directly to your host, it must have a permanent static IP address (not a dynamic address, as with most PPP dial-up configurations). If you are behind a firewall, it must pass SMTP traffic on to you. If you want to receive mail directly at your host, you need to be sure of either of two things: MX record Make sure that the (lowest-numbered) MX record in your DNS points to your host's IP address. Make sure there is no MX entry in your DNS for your host. Either of the above will allow you to receive mail directly at your host. Try this: &prompt.root; hostname example.FreeBSD.org &prompt.root; host example.FreeBSD.org example.FreeBSD.org has address 204.216.27.XX If that is what you see, mail directly to yourlogin@example.FreeBSD.org should work without problems (assuming sendmail is running correctly on example.FreeBSD.org). If instead you see something like this: &prompt.root; host example.FreeBSD.org example.FreeBSD.org has address 204.216.27.XX example.FreeBSD.org mail is handled (pri=10) by hub.FreeBSD.org All mail sent to your host (example.FreeBSD.org) will end up being collected on hub under the same username instead of being sent directly to your host. The above information is handled by your DNS server. The DNS record that carries mail routing information is the Mail eXchange entry. If no MX record exists, mail will be delivered directly to the host by way of its IP address. The MX entry for freefall.FreeBSD.org at one time looked like this: freefall MX 30 mail.crl.net freefall MX 40 agora.rdrop.com freefall MX 10 freefall.FreeBSD.org freefall MX 20 who.cdrom.com As you can see, freefall had many MX entries. The lowest MX number is the host that receives mail directly if available; if it's not accessible for some reason, the others (sometimes called backup MXes) accept messages temporarily, and pass it along when a lower-numbered host becomes available, eventually to the lowest-numbered host. Alternate MX sites should have separate Internet connections from your own in order to be most useful. Your ISP or another friendly site should have no problem providing this service for you. Mail for Your Domain In order to set up a mailhost (a.k.a. mail server) you need to have any mail sent to various workstations directed to it. Basically, you want to claim any mail for any hostname in your domain (in this case *.FreeBSD.org) and divert it to your mail server so your users can receive their mail on the master mail server. DNS To make life easiest, a user account with the same username should exist on both machines. Use &man.adduser.8; to do this. The mailhost you will be using must be the designated mail exchanger for each workstation on the network. This is done in your DNS configuration like so: example.FreeBSD.org A 204.216.27.XX ; Workstation MX 10 hub.FreeBSD.org ; Mailhost This will redirect mail for the workstation to the mailhost no matter where the A record points. The mail is sent to the MX host. You cannot do this yourself unless you are running a DNS server. If you are not, or cannot run your own DNS server, talk to your ISP or whoever provides your DNS. If you are doing virtual email hosting, the following information will come in handy. For this example, we will assume you have a customer with his own domain, in this case customer1.org, and you want all the mail for customer1.org sent to your mailhost, mail.myhost.com. The entry in your DNS should look like this: customer1.org MX 10 mail.myhost.com You do not need an A record for customer1.org if you only want to handle email for that domain. Be aware that pinging customer1.org will not work unless an A record exists for it. The last thing that you must do is tell sendmail on your mailhost what domains and/or hostnames it should be accepting mail for. There are a few different ways this can be done. Either of the following will work: Add the hosts to your /etc/mail/local-host-names file if you are using the FEATURE(use_cw_file). If you are using a version of sendmail earlier than 8.10, the file is /etc/sendmail.cw. Add a Cwyour.host.com line to your /etc/sendmail.cf or /etc/mail/sendmail.cf if you are using sendmail 8.10 or higher. SMTP Authentication Having SMTP Authentication in place on your mail server has a number of benefits. SMTP Authentication can add another layer of security to sendmail, and has the benefit of giving mobile users who switch hosts the ability to use the same mail server without the need to reconfigure their mail client settings each time. Install security/cyrus-sasl from the ports. You can find this port in security/cyrus-sasl. security/cyrus-sasl has a number of compile time options to choose from and, for the method we will be using here, make sure to select the option. After installing security/cyrus-sasl, edit /usr/local/lib/sasl/Sendmail.conf (or create it if it does not exist) and add the following line: pwcheck_method: passwd This method will enable sendmail to authenticate against your FreeBSD passwd database. This saves the trouble of creating a new set of usernames and passwords for each user that needs to use SMTP authentication, and keeps the login and mail password the same. Now edit /etc/make.conf and add the following lines: SENDMAIL_CFLAGS=-I/usr/local/include/sasl1 -DSASL SENDMAIL_LDFLAGS=-L/usr/local/lib SENDMAIL_LDADD=-lsasl These lines will give sendmail the proper configuration options for linking to cyrus-sasl at compile time. Make sure that cyrus-sasl has been installed before recompiling sendmail. Recompile sendmail by executing the following commands: &prompt.root; cd /usr/src/usr.sbin/sendmail &prompt.root; make cleandir &prompt.root; make obj &prompt.root; make &prompt.root; make install The compile of sendmail should not have any problems if /usr/src has not been changed extensively and the shared libraries it needs are available. After sendmail has been compiled and reinstalled, edit your /etc/mail/freebsd.mc file (or whichever file you use as your .mc file. Many administrators choose to use the output from &man.hostname.1; as the .mc file for uniqueness). Add these lines to it: dnl set SASL options TRUST_AUTH_MECH(`GSSAPI DIGEST-MD5 CRAM-MD5 LOGIN')dnl define(`confAUTH_MECHANISMS', `GSSAPI DIGEST-MD5 CRAM-MD5 LOGIN')dnl define(`confDEF_AUTH_INFO', `/etc/mail/auth-info')dnl These options configure the different methods available to sendmail for authenticating users. If you would like to use a method other than pwcheck, please see the included documentation. Finally, run &man.make.1; while in /etc/mail. That will run your new .mc file and create a .cf file named freebsd.cf (or whatever name you've used for your .mc file). Copy that to sendmail.cf, and send a kill -HUP signal to sendmail. If all has gone correctly, you should be able to enter your login information into the mail client and send a test message. For further investigation, set the LogLevel of sendmail to 13 and watch /var/log/maillog for any errors. For more information, please see the sendmail page regarding SMTP authentication. diff --git a/en_US.ISO8859-1/books/handbook/mirrors/chapter.sgml b/en_US.ISO8859-1/books/handbook/mirrors/chapter.sgml index be9056a4a4..f0d0aa5dfd 100644 --- a/en_US.ISO8859-1/books/handbook/mirrors/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/mirrors/chapter.sgml @@ -1,4687 +1,4687 @@ Obtaining FreeBSD - + CDROM Publishers Retail Boxed Products FreeBSD is available as a boxed product (FreeBSD CDs, additional software, and printed documentation) from several retailers:
CompUSA WWW: http://www.compusa.com/
Frys Electronics WWW: http://www.frys.com/
Staples WWW: http://www.staples.com/
CD Sets FreeBSD CD sets are available from many online retailers:
Daemon News Mall 560 South State Street, Suite A2 Orem, UT 84058 USA Phone: +1 800 407-5170 Fax: +1 1 801 765-0877 Email: sales@bsdmall.com WWW: http://www.bsdmall.com/
FreeBSD Mall, Inc. 3623 Sanford Street Concord, CA 94520-1405 USA Phone: +1 925 674-0783 Fax: +1 925 674-0821 Email: info@freebsdmall.com WWW: http://www.freebsdmall.com/
Hinner EDV St. Augustinus-Str. 10 D-81825 München Germany Phone: (089) 428 419 WWW: http://www.hinner.de/linux/freebsd.html
Ingram Micro 1600 E. St. Andrew Place Santa Ana, CA 92705-4926 USA Phone: 1 (800) 456-8000 WWW: http://www.ingrammicro.com/
The Linux Emporium Hilliard House, Lester Way Wallingford OX10 9TA United Kingdom Phone: +44 1491 837010 Fax: +44 1491 837016 WWW: http://www.linuxemporium.co.uk/bsd.html
Distributors If you are a reseller and want to carry FreeBSD CDROM products, please contact a distributor:
Cylogistics 2672 Bayshore Parkway, Suite 610 Mountain View, CA 94043 USA Phone: +1 650 694-4949 Fax: +1 650 694-4953 Email: sales@cylogistics.com WWW: http://www.cylogistics.com/
Kudzu, LLC 7375 Washington Ave. S. Edina, MN 55439 USA Phone: +1 952 947-0822 Fax: +1 952 947-0876 Email: sales@kudzuenterprises.com
Navarre Corp 7400 49th Ave South New Hope, MN 55428 USA Phone: +1 763 535-8333 Fax: +1 763 535-0341 WWW: http://www.navarre.com/
DVD Publishers FreeBSD is available on DVD from:
FreeBSD Mall, Inc. 3623 Sanford Street Concord, CA 94520-1405 USA Phone: +1 925 674-0783 Fax: +1 925 674-0821 Email: info@freebsdmall.com WWW: http://www.freebsdmall.com/
FreeBSD Services Ltd 11 Lapwing Close Bicester OX26 6XR United Kingdom WWW: http://www.freebsd-services.com/
FTP Sites The official sources for FreeBSD are available via anonymous FTP from:
ftp://ftp.FreeBSD.org/pub/FreeBSD/.
The FreeBSD mirror sites database is more accurate than the mirror listing in the Handbook, as it gets its information from the DNS rather than relying on static lists of hosts. Additionally, FreeBSD is available via anonymous FTP from the following mirror sites. If you choose to obtain FreeBSD via anonymous FTP, please try to use a site near you. Argentina, Australia, Austria, Brazil, Bulgaria, Canada, China, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hong Kong, Hungary, Iceland, Ireland, Italy, Japan, Korea, Lithuania, Netherlands, New Zealand, Norway, Poland, Portugal, Romania, Russia, Saudi Arabia, Singapore, Slovak Republic, Slovenia, South Africa, Spain, Sweden, Switzerland, Taiwan, Thailand, UK, Ukraine, USA. Argentina In case of problems, please contact the hostmaster hostmaster@ar.FreeBSD.org for this domain. ftp://ftp.ar.FreeBSD.org/pub/FreeBSD/ Australia In case of problems, please contact the hostmaster hostmaster@au.FreeBSD.org for this domain. ftp://ftp.au.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.au.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.au.FreeBSD.org/pub/FreeBSD/ ftp://ftp4.au.FreeBSD.org/pub/FreeBSD/ ftp://ftp5.au.FreeBSD.org/pub/FreeBSD/ ftp://ftp6.au.FreeBSD.org/pub/FreeBSD/ Austria In case of problems, please contact the hostmaster hostmaster@at.FreeBSD.org for this domain. ftp://ftp.at.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.at.FreeBSD.org/pub/FreeBSD/ Brazil In case of problems, please contact the hostmaster hostmaster@br.FreeBSD.org for this domain. ftp://ftp.br.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.br.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.br.FreeBSD.org/pub/FreeBSD/ ftp://ftp4.br.FreeBSD.org/pub/FreeBSD/ ftp://ftp5.br.FreeBSD.org/pub/FreeBSD/ ftp://ftp6.br.FreeBSD.org/pub/FreeBSD/ ftp://ftp7.br.FreeBSD.org/pub/FreeBSD/ Bulgaria In case of problems, please contact the hostmaster hostmaster@bg.FreeBSD.org for this domain. ftp://ftp.bg.FreeBSD.org/pub/FreeBSD/ Canada In case of problems, please contact the hostmaster hostmaster@ca.FreeBSD.org for this domain. ftp://ftp.ca.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.ca.FreeBSD.org/pub/FreeBSD/ China In case of problems, please contact the hostmaster phj@cn.FreeBSD.org for this domain. ftp://ftp.cn.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.cn.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.cn.FreeBSD.org/pub/FreeBSD/ Czech Republic In case of problems, please contact the hostmaster hostmaster@cz.FreeBSD.org for this domain. ftp://ftp.cz.FreeBSD.org/pub/FreeBSD/ Contact: calda@dzungle.ms.mff.cuni.cz Denmark In case of problems, please contact the hostmaster hostmaster@dk.FreeBSD.org for this domain. ftp://ftp.dk.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.dk.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.dk.FreeBSD.org/pub/FreeBSD/ Estonia In case of problems, please contact the hostmaster hostmaster@ee.FreeBSD.org for this domain. ftp://ftp.ee.FreeBSD.org/pub/FreeBSD/ Finland In case of problems, please contact the hostmaster hostmaster@fi.FreeBSD.org for this domain. ftp://ftp.fi.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.fi.FreeBSD.org/pub/FreeBSD/ France In case of problems, please contact the hostmaster hostmaster@fr.FreeBSD.org for this domain. ftp://ftp.fr.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.fr.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.fr.FreeBSD.org/pub/FreeBSD/ ftp://ftp5.fr.FreeBSD.org/pub/FreeBSD/ ftp://ftp6.fr.FreeBSD.org/pub/FreeBSD/ ftp://ftp8.fr.FreeBSD.org/pub/FreeBSD/ Germany In case of problems, please contact the mirror admins de-bsd-hubs@de.FreeBSD.org for this domain. ftp://ftp.de.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.de.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.de.FreeBSD.org/pub/FreeBSD/ ftp://ftp4.de.FreeBSD.org/pub/FreeBSD/ ftp://ftp5.de.FreeBSD.org/pub/FreeBSD/ ftp://ftp6.de.FreeBSD.org/pub/FreeBSD/ ftp://ftp7.de.FreeBSD.org/pub/FreeBSD/ Greece In case of problems, please contact the hostmaster hostmaster@gr.FreeBSD.org for this domain. ftp://ftp.gr.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.gr.FreeBSD.org/pub/FreeBSD/ Hong Kong ftp://ftp.hk.FreeBSD.org/pub/FreeBSD/ Hungary In case of problems, please contact the hostmaster mohacsi@ik.bme.hu for this domain. ftp://ftp.hu.FreeBSD.org/pub/FreeBSD/ Iceland In case of problems, please contact the hostmaster hostmaster@is.FreeBSD.org for this domain. ftp://ftp.is.FreeBSD.org/pub/FreeBSD/ Ireland In case of problems, please contact the hostmaster hostmaster@ie.FreeBSD.org for this domain. ftp://ftp.ie.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.ie.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.ie.FreeBSD.org/pub/FreeBSD/ Italy In case of problems, please contact the hostmaster hostmaster@it.FreeBSD.org for this domain. ftp://ftp.it.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.it.FreeBSD.org/pub/FreeBSD/ Japan In case of problems, please contact the hostmaster hostmaster@jp.FreeBSD.org for this domain. ftp://ftp.jp.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.jp.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.jp.FreeBSD.org/pub/FreeBSD/ ftp://ftp4.jp.FreeBSD.org/pub/FreeBSD/ ftp://ftp5.jp.FreeBSD.org/pub/FreeBSD/ ftp://ftp6.jp.FreeBSD.org/pub/FreeBSD/ ftp://ftp7.jp.FreeBSD.org/pub/FreeBSD/ Korea In case of problems, please contact the hostmaster hostmaster@kr.FreeBSD.org for this domain. ftp://ftp.kr.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.kr.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.kr.FreeBSD.org/pub/FreeBSD/ ftp://ftp4.kr.FreeBSD.org/pub/FreeBSD/ ftp://ftp5.kr.FreeBSD.org/pub/FreeBSD/ ftp://ftp6.kr.FreeBSD.org/pub/FreeBSD/ ftp://ftp7.kr.FreeBSD.org/pub/FreeBSD/ Lithuania In case of problems, please contact the hostmaster hostmaster@lt.FreeBSD.org for this domain. ftp://ftp.lt.FreeBSD.org/pub/FreeBSD/ Netherlands In case of problems, please contact the hostmaster hostmaster@nl.FreeBSD.org for this domain. ftp://ftp.nl.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.nl.freebsd.org/pub/FreeBSD/ New Zealand In case of problems, please contact the hostmaster hostmaster@nz.FreeBSD.org for this domain. ftp://ftp.nz.FreeBSD.org/pub/FreeBSD/ Norway In case of problems, please contact the hostmaster hostmaster@no.FreeBSD.org for this domain. ftp://ftp.no.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.no.FreeBSD.org/pub/FreeBSD/ Poland In case of problems, please contact the hostmaster hostmaster@pl.FreeBSD.org for this domain. ftp://ftp.pl.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.pl.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.pl.FreeBSD.org/pub/FreeBSD/ Portugal In case of problems, please contact the hostmaster hostmaster@pt.FreeBSD.org for this domain. ftp://ftp2.pt.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.pt.FreeBSD.org/pub/FreeBSD/ Romania In case of problems, please contact the hostmaster hostmaster@ro.FreeBSD.org for this domain. ftp://ftp.ro.FreeBSD.org/pub/FreeBSD/ Russia In case of problems, please contact the hostmaster hostmaster@ru.FreeBSD.org for this domain. ftp://ftp.ru.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.ru.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.ru.FreeBSD.org/pub/FreeBSD/ ftp://ftp4.ru.FreeBSD.org/pub/FreeBSD/ Saudi Arabia In case of problems, please contact ftpadmin@isu.net.sa ftp://ftp.isu.net.sa/pub/mirrors/ftp.freebsd.org/ Singapore In case of problems, please contact the hostmaster hostmaster@sg.FreeBSD.org for this domain. ftp://ftp.sg.FreeBSD.org/pub/FreeBSD/ South Africa In case of problems, please contact the hostmaster hostmaster@za.FreeBSD.org for this domain. ftp://ftp.za.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.za.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.za.FreeBSD.org/pub/FreeBSD/ ftp://ftp4.za.FreeBSD.org/pub/FreeBSD/ Slovak Republic In case of problems, please contact the hostmaster hostmaster@sk.FreeBSD.org for this domain. ftp://ftp.sk.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.sk.FreeBSD.org/pub/FreeBSD/ Slovenia In case of problems, please contact the hostmaster hostmaster@si.FreeBSD.org for this domain. ftp://ftp2.si.FreeBSD.org/pub/FreeBSD/ Spain In case of problems, please contact the hostmaster hostmaster@es.FreeBSD.org for this domain. ftp://ftp.es.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.es.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.es.FreeBSD.org/pub/FreeBSD/ Sweden In case of problems, please contact the hostmaster hostmaster@se.FreeBSD.org for this domain. ftp://ftp.se.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.se.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.se.FreeBSD.org/pub/FreeBSD/ ftp://ftp5.se.FreeBSD.org/pub/FreeBSD/ Switzerland In case of problems, please contact the hostmaster hostmaster@ch.FreeBSD.org for this domain. ftp://ftp.ch.FreeBSD.org/pub/FreeBSD/ Taiwan In case of problems, please contact the hostmaster hostmaster@tw.FreeBSD.org for this domain. ftp://ftp.tw.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.tw.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.tw.FreeBSD.org/pub/FreeBSD/ ftp://ftp4.tw.FreeBSD.org/pub/FreeBSD/ ftp://ftp5.tw.FreeBSD.org/pub/FreeBSD/ ftp://ftp6.tw.FreeBSD.org/pub/FreeBSD/ ftp://ftp7.tw.FreeBSD.org/pub/FreeBSD/ ftp://ftp8.tw.FreeBSD.org/pub/FreeBSD/ ftp://ftp9.tw.FreeBSD.org/pub/FreeBSD/ Thailand ftp://ftp.nectec.or.th/pub/FreeBSD/ Contact: ftpadmin@ftp.nectec.or.th. Ukraine ftp://ftp.ua.FreeBSD.org/pub/FreeBSD/ Contact: freebsd-mnt@lucky.net. ftp://ftp2.ua.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.ua.FreeBSD.org/pub/FreeBSD/ ftp://ftp5.ua.FreeBSD.org/pub/FreeBSD/ UK In case of problems, please contact the hostmaster hostmaster@uk.FreeBSD.org for this domain. ftp://ftp.uk.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.uk.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.uk.FreeBSD.org/pub/FreeBSD/ ftp://ftp4.uk.FreeBSD.org/pub/FreeBSD/ ftp://ftp5.uk.FreeBSD.org/pub/FreeBSD/ ftp://ftp6.uk.FreeBSD.org/pub/FreeBSD/ USA In case of problems, please contact the hostmaster hostmaster@FreeBSD.org for this domain. ftp://ftp1.FreeBSD.org/pub/FreeBSD/ ftp://ftp2.FreeBSD.org/pub/FreeBSD/ ftp://ftp3.FreeBSD.org/pub/FreeBSD/ ftp://ftp4.FreeBSD.org/pub/FreeBSD/ ftp://ftp5.FreeBSD.org/pub/FreeBSD/ ftp://ftp6.FreeBSD.org/pub/FreeBSD/ ftp://ftp7.FreeBSD.org/pub/FreeBSD/ ftp://ftp8.FreeBSD.org/pub/FreeBSD/ ftp://ftp9.FreeBSD.org/pub/os/FreeBSD/ ftp://ftp10.FreeBSD.org/pub/FreeBSD/ ftp://ftp11.FreeBSD.org/pub/FreeBSD/ ftp://ftp12.FreeBSD.org/pub/FreeBSD/ ftp://ftp13.FreeBSD.org/pub/FreeBSD/ ftp://ftp14.FreeBSD.org/pub/FreeBSD/
Anonymous CVS <anchor id="anoncvs-intro">Introduction Anonymous CVS (or, as it is otherwise known, anoncvs) is a feature provided by the CVS utilities bundled with FreeBSD for synchronizing with a remote CVS repository. Among other things, it allows users of FreeBSD to perform, with no special privileges, read-only CVS operations against one of the FreeBSD project's official anoncvs servers. To use it, one simply sets the CVSROOT environment variable to point at the appropriate anoncvs server, provides the well-known password anoncvs with the cvs login command, and then uses the &man.cvs.1; command to access it like any local repository. The cvs login command, stores the passwords that are used for authenticating to the CVS server in a file called .cvspass in your HOME directory. If this file doesn't exist, you might get an error when trying to use cvs login for the first time. Just make an empty .cvspass file, and retry to login. While it can also be said that the CVSup and anoncvs services both perform essentially the same function, there are various trade-offs which can influence the user's choice of synchronization methods. In a nutshell, CVSup is much more efficient in its usage of network resources and is by far the most technically sophisticated of the two, but at a price. To use CVSup, a special client must first be installed and configured before any bits can be grabbed, and then only in the fairly large chunks which CVSup calls collections. Anoncvs, by contrast, can be used to examine anything from an individual file to a specific program (like ls or grep) by referencing the CVS module name. Of course, anoncvs is also only good for read-only operations on the CVS repository, so if it is your intention to support local development in one repository shared with the FreeBSD project bits then CVSup is really your only option. <anchor id="anoncvs-usage">Using Anonymous CVS Configuring &man.cvs.1; to use an Anonymous CVS repository is a simple matter of setting the CVSROOT environment variable to point to one of the FreeBSD project's anoncvs servers. At the time of this writing, the following servers are available: USA: :pserver:anoncvs@anoncvs.FreeBSD.org:/home/ncvs (Use cvs login and enter the password anoncvs when prompted.) Germany: :pserver:anoncvs@anoncvs.de.FreeBSD.org:/home/ncvs (Use cvs login and enter the password anoncvs when prompted.) Germany: :pserver:anoncvs@anoncvs2.de.FreeBSD.org:/home/ncvs (rsh, pserver, ssh, ssh/2022) Japan: :pserver:anoncvs@anoncvs.jp.FreeBSD.org:/home/ncvs (Use cvs login and enter the password anoncvs when prompted.) Since CVS allows one to check out virtually any version of the FreeBSD sources that ever existed (or, in some cases, will exist), you need to be familiar with the revision () flag to &man.cvs.1; and what some of the permissible values for it in the FreeBSD Project repository are. There are two kinds of tags, revision tags and branch tags. A revision tag refers to a specific revision. Its meaning stays the same from day to day. A branch tag, on the other hand, refers to the latest revision on a given line of development, at any given time. Because a branch tag does not refer to a specific revision, it may mean something different tomorrow than it means today. contains revision tags that users might be interested in. Again, none of these are valid for the ports collection since the ports collection does not have multiple revisions. When you specify a branch tag, you normally receive the latest versions of the files on that line of development. If you wish to receive some past version, you can do so by specifying a date with the flag. See the &man.cvs.1; manual page for more details. Examples While it really is recommended that you read the manual page for &man.cvs.1; thoroughly before doing anything, here are some quick examples which essentially show how to use Anonymous CVS: Checking Out Something from -CURRENT (&man.ls.1;) and Deleting It Again: &prompt.user; setenv CVSROOT :pserver:anoncvs@anoncvs.FreeBSD.org:/home/ncvs &prompt.user; cvs login At the prompt, enter the password anoncvs. &prompt.user; cvs co ls &prompt.user; cvs release -d ls &prompt.user; cvs logout Checking Out the Version of &man.ls.1; in the 3.X-STABLE Branch: &prompt.user; setenv CVSROOT :pserver:anoncvs@anoncvs.FreeBSD.org:/home/ncvs &prompt.user; cvs login At the prompt, enter the password anoncvs. &prompt.user; cvs co -rRELENG_3 ls &prompt.user; cvs release -d ls &prompt.user; cvs logout Creating a List of Changes (as unified diffs) to &man.ls.1; &prompt.user; setenv CVSROOT :pserver:anoncvs@anoncvs.FreeBSD.org:/home/ncvs &prompt.user; cvs login At the prompt, enter the password anoncvs. &prompt.user; cvs rdiff -u -rRELENG_3_0_0_RELEASE -rRELENG_3_4_0_RELEASE ls &prompt.user; cvs logout Finding Out What Other Module Names Can Be Used: &prompt.user; setenv CVSROOT :pserver:anoncvs@anoncvs.FreeBSD.org:/home/ncvs &prompt.user; cvs login At the prompt, enter the password anoncvs. &prompt.user; cvs co modules &prompt.user; more modules/modules &prompt.user; cvs release -d modules &prompt.user; cvs logout Other Resources The following additional resources may be helpful in learning CVS: CVS Tutorial from Cal Poly. CVS Home, the CVS development and support community. CVSWeb is the FreeBSD Project web interface for CVS. Using CTM CTM is a method for keeping a remote directory tree in sync with a central one. It has been developed for usage with FreeBSD's source trees, though other people may find it useful for other purposes as time goes by. Little, if any, documentation currently exists at this time on the process of creating deltas, so talk to &a.phk; for more information should you wish to use CTM for other things. Why Should I Use <application>CTM</application>? CTM will give you a local copy of the FreeBSD source trees. There are a number of flavors of the tree available. Whether you wish to track the entire CVS tree or just one of the branches, CTM can provide you the information. If you are an active developer on FreeBSD, but have lousy or non-existent TCP/IP connectivity, or simply wish to have the changes automatically sent to you, CTM was made for you. You will need to obtain up to three deltas per day for the most active branches. However, you should consider having them sent by automatic email. The sizes of the updates are always kept as small as possible. This is typically less than 5K, with an occasional (one in ten) being 10-50K and every now and then a large 100K+ or more coming around. You will also need to make yourself aware of the various caveats related to working directly from the development sources rather than a pre-packaged release. This is particularly true if you choose the current sources. It is recommended that you read Staying current with FreeBSD. What Do I Need to Use <application>CTM</application>? You will need two things: The CTM program, and the initial deltas to feed it (to get up to current levels). The CTM program has been part of FreeBSD ever since version 2.0 was released, and lives in /usr/src/usr.sbin/ctm if you have a copy of the source available. If you are running a pre-2.0 version of FreeBSD, you can fetch the current CTM sources directly from: ftp://ftp.FreeBSD.org/pub/FreeBSD/FreeBSD-current/src/usr.sbin/ctm/ The deltas you feed CTM can be had two ways, FTP or email. If you have general FTP access to the Internet then the following FTP sites support access to CTM: ftp://ftp.FreeBSD.org/pub/FreeBSD/CTM/ or see section mirrors. FTP the relevant directory and fetch the README file, starting from there. If you wish to get your deltas via email: Send email to &a.majordomo; to subscribe to one of the CTM distribution lists. ctm-cvs-cur supports the entire CVS tree. ctm-src-cur supports the head of the development branch. ctm-src-2_2 supports the 2.2 release branch, etc.. (If you do not know how to subscribe yourself using majordomo, send a message first containing the word help — it will send you back usage instructions.) When you begin receiving your CTM updates in the mail, you may use the ctm_rmail program to unpack and apply them. You can actually use the ctm_rmail program directly from a entry in /etc/aliases if you want to have the process run in a fully automated fashion. Check the ctm_rmail manual page for more details. No matter what method you use to get the CTM deltas, you should subscribe to the ctm-announce@FreeBSD.org mailing list. In the future, this will be the only place where announcements concerning the operations of the CTM system will be posted. Send an email to &a.majordomo; with a single line of subscribe ctm-announce to get added to the list. Using <application>CTM</application> for the First Time Before you can start using CTM deltas, you will need to get to a starting point for the deltas produced subsequently to it. First you should determine what you already have. Everyone can start from an empty directory. You must use an initial Empty delta to start off your CTM supported tree. At some point it is intended that one of these started deltas be distributed on the CD for your convenience, however, this does not currently happen. Since the trees are many tens of megabytes, you should prefer to start from something already at hand. If you have a -RELEASE CD, you can copy or extract an initial source from it. This will save a significant transfer of data. You can recognize these starter deltas by the X appended to the number (src-cur.3210XEmpty.gz for instance). The designation following the X corresponds to the origin of your initial seed. Empty is an empty directory. As a rule a base transition from Empty is produced every 100 deltas. By the way, they are large! 70 to 80 Megabytes of gzip'd data is common for the XEmpty deltas. Once you have picked a base delta to start from, you will also need all deltas with higher numbers following it. Using <application>CTM</application> in Your Daily Life To apply the deltas, simply say: &prompt.root; cd /where/ever/you/want/the/stuff &prompt.root; ctm -v -v /where/you/store/your/deltas/src-xxx.* CTM understands deltas which have been put through gzip, so you do not need to gunzip them first, this saves disk space. Unless it feels very secure about the entire process, CTM will not touch your tree. To verify a delta you can also use the flag and CTM will not actually touch your tree; it will merely verify the integrity of the delta and see if it would apply cleanly to your current tree. There are other options to CTM as well, see the manual pages or look in the sources for more information. That is really all there is to it. Every time you get a new delta, just run it through CTM to keep your sources up to date. Do not remove the deltas if they are hard to download again. You just might want to keep them around in case something bad happens. Even if you only have floppy disks, consider using fdwrite to make a copy. Keeping Your Local Changes As a developer one would like to experiment with and change files in the source tree. CTM supports local modifications in a limited way: before checking for the presence of a file foo, it first looks for foo.ctm. If this file exists, CTM will operate on it instead of foo. This behavior gives us a simple way to maintain local changes: simply copy the files you plan to modify to the corresponding file names with a .ctm suffix. Then you can freely hack the code, while CTM keeps the .ctm file up-to-date. Other Interesting <application>CTM</application> Options Finding Out Exactly What Would Be Touched by an Update You can determine the list of changes that CTM will make on your source repository using the option to CTM. This is useful if you would like to keep logs of the changes, pre- or post- process the modified files in any manner, or just are feeling a tad paranoid. Making Backups Before Updating Sometimes you may want to backup all the files that would be changed by a CTM update. Specifying the option causes CTM to backup all files that would be touched by a given CTM delta to backup-file. Restricting the Files Touched by an Update Sometimes you would be interested in restricting the scope of a given CTM update, or may be interested in extracting just a few files from a sequence of deltas. You can control the list of files that CTM would operate on by specifying filtering regular expressions using the and options. For example, to extract an up-to-date copy of lib/libc/Makefile from your collection of saved CTM deltas, run the commands: &prompt.root; cd /where/ever/you/want/to/extract/it/ &prompt.root; ctm -e '^lib/libc/Makefile' ~ctm/src-xxx.* For every file specified in a CTM delta, the and options are applied in the order given on the command line. The file is processed by CTM only if it is marked as eligible after all the and options are applied to it. Future Plans for <application>CTM</application> Tons of them: Use some kind of authentication into the CTM system, so as to allow detection of spoofed CTM updates. Clean up the options to CTM, they became confusing and counter intuitive. Miscellaneous Stuff There is a sequence of deltas for the ports collection too, but interest has not been all that high yet. CTM Mirrors CTM/FreeBSD is available via anonymous FTP from the following mirror sites. If you choose to obtain CTM via anonymous FTP, please try to use a site near you. In case of problems, please contact &a.phk;. California, Bay Area, official source ftp://ftp.FreeBSD.org/pub/FreeBSD/development/CTM/ South Africa, backup server for old deltas ftp://ftp.za.FreeBSD.org/pub/FreeBSD/CTM/ Taiwan/R.O.C. ftp://ctm.tw.FreeBSD.org/pub/FreeBSD/development/CTM/ ftp://ctm2.tw.FreeBSD.org/pub/FreeBSD/development/CTM/ ftp://ctm3.tw.FreeBSD.org/pub/FreeBSD/development/CTM/ If you did not find a mirror near to you or the mirror is incomplete, try to use a search engine such as alltheweb. Using CVSup Introduction CVSup is a software package for distributing and updating source trees from a master CVS repository on a remote server host. The FreeBSD sources are maintained in a CVS repository on a central development machine in California. With CVSup, FreeBSD users can easily keep their own source trees up to date. CVSup uses the so-called pull model of updating. Under the pull model, each client asks the server for updates, if and when they are wanted. The server waits passively for update requests from its clients. Thus all updates are instigated by the client. The server never sends unsolicited updates. Users must either run the CVSup client manually to get an update, or they must set up a cron job to run it automatically on a regular basis. The term CVSup, capitalized just so, refers to the entire software package. Its main components are the client cvsup which runs on each user's machine, and the server cvsupd which runs at each of the FreeBSD mirror sites. As you read the FreeBSD documentation and mailing lists, you may see references to sup. Sup was the predecessor of CVSup, and it served a similar purpose. CVSup is used much in the same way as sup and, in fact, uses configuration files which are backward-compatible with sup's. Sup is no longer used in the FreeBSD project, because CVSup is both faster and more flexible. Installation The easiest way to install CVSup is to use the precompiled net/cvsup package from the FreeBSD packages collection. If you prefer to build CVSup from source, you can use the net/cvsup port instead. But be forewarned: the net/cvsup port depends on the Modula-3 system, which takes a substantial amount of time and disk space to download and build. If you are going to be using CVSup on a machine which will not have XFree86 installed, such as a server, be sure to use the port which does not include the CVSup GUI, cvsup-without-gui. If you do not know anything about CVSup at all and want a single package which will install it, set up the configuration file and start the transfer via a pointy-clicky type of interface, then get the net/cvsupit package. Just hand it to &man.pkg.add.1; and it will lead you through the configuration process in a menu-oriented fashion. CVSup Configuration CVSup's operation is controlled by a configuration file called the supfile. There are some sample supfiles in the directory /usr/share/examples/cvsup/. The information in a supfile answers the following questions for cvsup: Which files do you want to receive? Which versions of them do you want? Where do you want to get them from? Where do you want to put them on your own machine? Where do you want to put your status files? In the following sections, we will construct a typical supfile by answering each of these questions in turn. First, we describe the overall structure of a supfile. A supfile is a text file. Comments begin with # and extend to the end of the line. Lines that are blank and lines that contain only comments are ignored. Each remaining line describes a set of files that the user wishes to receive. The line begins with the name of a collection, a logical grouping of files defined by the server. The name of the collection tells the server which files you want. After the collection name come zero or more fields, separated by white space. These fields answer the questions listed above. There are two types of fields: flag fields and value fields. A flag field consists of a keyword standing alone, e.g., delete or compress. A value field also begins with a keyword, but the keyword is followed without intervening white space by = and a second word. For example, release=cvs is a value field. A supfile typically specifies more than one collection to receive. One way to structure a supfile is to specify all of the relevant fields explicitly for each collection. However, that tends to make the supfile lines quite long, and it is inconvenient because most fields are the same for all of the collections in a supfile. CVSup provides a defaulting mechanism to avoid these problems. Lines beginning with the special pseudo-collection name *default can be used to set flags and values which will be used as defaults for the subsequent collections in the supfile. A default value can be overridden for an individual collection, by specifying a different value with the collection itself. Defaults can also be changed or augmented in mid-supfile by additional *default lines. With this background, we will now proceed to construct a supfile for receiving and updating the main source tree of FreeBSD-CURRENT. Which files do you want to receive? The files available via CVSup are organized into named groups called collections. The collections that are available are described in the following section. In this example, we wish to receive the entire main source tree for the FreeBSD system. There is a single large collection src-all which will give us all of that. As a first step toward constructing our supfile, we simply list the collections, one per line (in this case, only one line): src-all Which version(s) of them do you want? With CVSup, you can receive virtually any version of the sources that ever existed. That is possible because the cvsupd server works directly from the CVS repository, which contains all of the versions. You specify which one of them you want using the tag= and value fields. Be very careful to specify any tag= fields correctly. Some tags are valid only for certain collections of files. If you specify an incorrect or misspelled tag, CVSup will delete files which you probably do not want deleted. In particular, use only tag=. for the ports-* collections. The tag= field names a symbolic tag in the repository. There are two kinds of tags, revision tags and branch tags. A revision tag refers to a specific revision. Its meaning stays the same from day to day. A branch tag, on the other hand, refers to the latest revision on a given line of development, at any given time. Because a branch tag does not refer to a specific revision, it may mean something different tomorrow than it means today. contains branch tags that users might be interested in. When specifying a tag in CVSup's configuration file, it must be preceded with tag= (RELENG_4 will become tag=RELENG_4). Keep in mind that only the tag=. is relevant for the ports collection. Be very careful to type the tag name exactly as shown. CVSup cannot distinguish between valid and invalid tags. If you misspell the tag, CVSup will behave as though you had specified a valid tag which happens to refer to no files at all. It will delete your existing sources in that case. When you specify a branch tag, you normally receive the latest versions of the files on that line of development. If you wish to receive some past version, you can do so by specifying a date with the value field. The &man.cvsup.1; manual page explains how to do that. For our example, we wish to receive FreeBSD-CURRENT. We add this line at the beginning of our supfile: *default tag=. There is an important special case that comes into play if you specify neither a tag= field nor a date= field. In that case, you receive the actual RCS files directly from the server's CVS repository, rather than receiving a particular version. Developers generally prefer this mode of operation. By maintaining a copy of the repository itself on their systems, they gain the ability to browse the revision histories and examine past versions of files. This gain is achieved at a large cost in terms of disk space, however. Where do you want to get them from? We use the host= field to tell cvsup where to obtain its updates. Any of the CVSup mirror sites will do, though you should try to select one that is close to you in cyberspace. In this example we will use a fictional FreeBSD distribution site, cvsup666.FreeBSD.org: *default host=cvsup666.FreeBSD.org You will need to change the host to one that actually exists before running CVSup. On any particular run of cvsup, you can override the host setting on the command line, with . Where do you want to put them on your own machine? The prefix= field tells cvsup where to put the files it receives. In this example, we will put the source files directly into our main source tree, /usr/src. The src directory is already implicit in the collections we have chosen to receive, so this is the correct specification: *default prefix=/usr Where should cvsup maintain its status files? The CVSup client maintains certain status files in what is called the base directory. These files help CVSup to work more efficiently, by keeping track of which updates you have already received. We will use the standard base directory, /usr/local/etc/cvsup: *default base=/usr/local/etc/cvsup This setting is used by default if it is not specified in the supfile, so we actually do not need the above line. If your base directory does not already exist, now would be a good time to create it. The cvsup client will refuse to run if the base directory does not exist. Miscellaneous supfile settings: There is one more line of boiler plate that normally needs to be present in the supfile: *default release=cvs delete use-rel-suffix compress release=cvs indicates that the server should get its information out of the main FreeBSD CVS repository. This is virtually always the case, but there are other possibilities which are beyond the scope of this discussion. delete gives CVSup permission to delete files. You should always specify this, so that CVSup can keep your source tree fully up-to-date. CVSup is careful to delete only those files for which it is responsible. Any extra files you happen to have will be left strictly alone. use-rel-suffix is ... arcane. If you really want to know about it, see the &man.cvsup.1; manual page. Otherwise, just specify it and do not worry about it. compress enables the use of gzip-style compression on the communication channel. If your network link is T1 speed or faster, you probably should not use compression. Otherwise, it helps substantially. Putting it all together: Here is the entire supfile for our example: *default tag=. *default host=cvsup666.FreeBSD.org *default prefix=/usr *default base=/usr/local/etc/cvsup *default release=cvs delete use-rel-suffix compress src-all The <filename>refuse</filename> File As mentioned above, CVSup uses a pull method. Basically, this means that you connect to the CVSup server, and it says, Here is what you can download from me..., and your client responds OK, I will take this, this, this, and this. In the default configuration, the CVSup client will take every file associated with the collection and tag you chose in the configuration file. However, this is not always what you want, especially if you are synching the doc, ports, or www trees — most people cannot read four or five languages, and therefore they do not need to download the language-specific files. If you are CVSuping the ports collection, you can get around this by specifying each collection individually (e.g., ports-astrology, ports-biology, etc instead of simply saying ports-all). However, since the doc and www trees do not have language-specific collections, you must use one of CVSup's many nifty features; the refuse file. The refuse file essentially tells CVSup that it should not take every single file from a collection; in other words, it tells the client to refuse certain files from the server. The refuse file can be found (or, if you do not yet have one, should be placed) in base/sup/refuse. base is defined in your supfile; by default, base is /usr/local/etc/cvsup, which means that by default the refuse file is in /usr/local/etc/cvsup/sup/refuse. The refuse file has a very simple format; it simply contains the names of files or directories that you do not wish to download. For example, if you cannot speak any languages other than English and some German, and you do not feel the need to use the German applications (or applications for any other languages, except for English), you can put the following in your refuse file: ports/chinese ports/french ports/german ports/hebrew ports/japanese ports/hungarian ports/korean ports/portuguese ports/russian ports/ukrainian ports/vietnamese doc/de_DE.ISO8859-1 doc/el_GR.ISO8859-7 doc/es_ES.ISO8859-1 doc/fr_FR.ISO8859-1 doc/it_IT.ISO8859-15 doc/ja_JP.eucJP doc/nl_NL.ISO8859-1 doc/pt_BR.ISO8859-1 doc/ru_RU.KOI8-R doc/sr_YU.ISO8859-2 doc/zh_TW.Big5 and so forth for the other languages (you can find the full list by browsing the FreeBSD FTP server). Note that the name of the repository is the first directory in the refuse file. With this very useful feature, those users who are on slow links or pay by the minute for their Internet connection will be able to save valuable time as they will no longer need to download files that they will never use. For more information on refuse files and other neat features of CVSup, please view its manual page. Running <application>CVSup</application> You are now ready to try an update. The command line for doing this is quite simple: &prompt.root; cvsup supfile where supfile is of course the name of the supfile you have just created. Assuming you are running under X11, cvsup will display a GUI window with some buttons to do the usual things. Press the go button, and watch it run. Since you are updating your actual /usr/src tree in this example, you will need to run the program as root so that cvsup has the permissions it needs to update your files. Having just created your configuration file, and having never used this program before, that might understandably make you nervous. There is an easy way to do a trial run without touching your precious files. Just create an empty directory somewhere convenient, and name it as an extra argument on the command line: &prompt.root; mkdir /var/tmp/dest &prompt.root; cvsup supfile /var/tmp/dest The directory you specify will be used as the destination directory for all file updates. CVSup will examine your usual files in /usr/src, but it will not modify or delete any of them. Any file updates will instead land in /var/tmp/dest/usr/src. CVSup will also leave its base directory status files untouched when run this way. The new versions of those files will be written into the specified directory. As long as you have read access to /usr/src, you do not even need to be root to perform this kind of trial run. If you are not running X11 or if you just do not like GUIs, you should add a couple of options to the command line when you run cvsup: &prompt.root; cvsup -g -L 2 supfile The tells CVSup not to use its GUI. This is automatic if you are not running X11, but otherwise you have to specify it. The tells CVSup to print out the details of all the file updates it is doing. There are three levels of verbosity, from to . The default is 0, which means total silence except for error messages. There are plenty of other options available. For a brief list of them, type cvsup -H. For more detailed descriptions, see the manual page. Once you are satisfied with the way updates are working, you can arrange for regular runs of CVSup using &man.cron.8;. Obviously, you should not let CVSup use its GUI when running it from &man.cron.8;. <application>CVSup</application> File Collections The file collections available via CVSup are organized hierarchically. There are a few large collections, and they are divided into smaller sub-collections. Receiving a large collection is equivalent to receiving each of its sub-collections. The hierarchical relationships among collections are reflected by the use of indentation in the list below. The most commonly used collections are src-all, and ports-all. The other collections are used only by small groups of people for specialized purposes, and some mirror sites may not carry all of them. cvs-all release=cvs The main FreeBSD CVS repository, including the cryptography code. distrib release=cvs Files related to the distribution and mirroring of FreeBSD. doc-all release=cvs Sources for the FreeBSD Handbook and other documentation. This does not include files for the FreeBSD web site. ports-all release=cvs The FreeBSD Ports Collection. ports-archivers release=cvs Archiving tools. ports-astro release=cvs Astronomical ports. ports-audio release=cvs Sound support. ports-base release=cvs Miscellaneous files at the top of /usr/ports. ports-benchmarks release=cvs Benchmarks. ports-biology release=cvs Biology. ports-cad release=cvs Computer aided design tools. ports-chinese release=cvs Chinese language support. ports-comms release=cvs Communication software. ports-converters release=cvs character code converters. ports-databases release=cvs Databases. ports-deskutils release=cvs Things that used to be on the desktop before computers were invented. ports-devel release=cvs Development utilities. ports-editors release=cvs Editors. ports-emulators release=cvs Emulators for other operating systems. ports-finance release=cvs Monetary, financial and related applications. ports-ftp release=cvs FTP client and server utilities. ports-games release=cvs Games. ports-german release=cvs German language support. ports-graphics release=cvs Graphics utilities. ports-hungarian release=cvs Hungarian language support. ports-irc release=cvs Internet Relay Chat utilities. ports-japanese release=cvs Japanese language support. ports-java release=cvs Java utilities. ports-korean release=cvs Korean language support. ports-lang release=cvs Programming languages. ports-mail release=cvs Mail software. ports-math release=cvs Numerical computation software. ports-mbone release=cvs MBone applications. ports-misc release=cvs Miscellaneous utilities. ports-multimedia release=cvs Multimedia software. ports-net release=cvs Networking software. ports-news release=cvs USENET news software. ports-palm release=cvs Software support for Palm series. ports-portuguese release=cvs Portuguese language support. ports-print release=cvs Printing software. ports-russian release=cvs Russian language support. ports-security release=cvs Security utilities. ports-shells release=cvs Command line shells. ports-sysutils release=cvs System utilities. ports-textproc release=cvs text processing utilities (does not include desktop publishing). ports-vietnamese release=cvs Vietnamese language support. ports-www release=cvs Software related to the World Wide Web. ports-x11 release=cvs Ports to support the X window system. ports-x11-clocks release=cvs X11 clocks. ports-x11-fm release=cvs X11 file managers. ports-x11-fonts release=cvs X11 fonts and font utilities. ports-x11-toolkits release=cvs X11 toolkits. ports-x11-servers X11 servers. ports-x11-wm X11 window managers. src-all release=cvs The main FreeBSD sources, including the cryptography code. src-base release=cvs Miscellaneous files at the top of /usr/src. src-bin release=cvs User utilities that may be needed in single-user mode (/usr/src/bin). src-contrib release=cvs Utilities and libraries from outside the FreeBSD project, used relatively unmodified (/usr/src/contrib). src-crypto release=cvs Cryptography utilities and libraries from outside the FreeBSD project, used relatively unmodified (/usr/src/crypto). src-eBones release=cvs Kerberos and DES (/usr/src/eBones). Not used in current releases of FreeBSD. src-etc release=cvs System configuration files (/usr/src/etc). src-games release=cvs Games (/usr/src/games). src-gnu release=cvs Utilities covered by the GNU Public License (/usr/src/gnu). src-include release=cvs Header files (/usr/src/include). src-kerberos5 release=cvs Kerberos5 security package (/usr/src/kerberos5). src-kerberosIV release=cvs KerberosIV security package (/usr/src/kerberosIV). src-lib release=cvs Libraries (/usr/src/lib). src-libexec release=cvs System programs normally executed by other programs (/usr/src/libexec). src-release release=cvs Files required to produce a FreeBSD release (/usr/src/release). src-sbin release=cvs System utilities for single-user mode (/usr/src/sbin). src-secure release=cvs Cryptographic libraries and commands (/usr/src/secure). src-share release=cvs Files that can be shared across multiple systems (/usr/src/share). src-sys release=cvs The kernel (/usr/src/sys). src-sys-crypto release=cvs Kernel cryptography code (/usr/src/sys/crypto). src-tools release=cvs Various tools for the maintenance of FreeBSD (/usr/src/tools). src-usrbin release=cvs User utilities (/usr/src/usr.bin). src-usrsbin release=cvs System utilities (/usr/src/usr.sbin). www release=cvs The sources for the FreeBSD WWW site. distrib release=self The CVSup server's own configuration files. Used by CVSup mirror sites. gnats release=current The GNATS bug-tracking database. mail-archive release=current FreeBSD mailing list archive. www release=current The pre-processed FreeBSD WWW site files (not the source files). Used by WWW mirror sites. For More Information For the CVSup FAQ and other information about CVSup, see The CVSup Home Page. Most FreeBSD-related discussion of CVSup takes place on the &a.hackers;. New versions of the software are announced there, as well as on the &a.announce;. Questions and bug reports should be addressed to the author of the program at cvsup-bugs@polstra.com. CVSup Sites CVSup servers for FreeBSD are running at the following sites: Argentina cvsup.ar.FreeBSD.org (maintainer msagre@cactus.fi.uba.ar) Australia cvsup.au.FreeBSD.org (maintainer cvsup@ntt.net.au) cvsup2.au.FreeBSD.org (maintainer cvsup@isp.net.au) cvsup3.au.FreeBSD.org (maintainer cvsup@speednet.com.au) cvsup4.au.FreeBSD.org (maintainer cvsup@ideal.net.au) cvsup5.au.FreeBSD.org (maintainer cvsup@cvsup5.au.FreeBSD.org) Austria cvsup.at.FreeBSD.org (maintainer postmaster@wu-wien.ac.at) cvsup2.at.FreeBSD.org (maintainer ftp-admin.zid@univie.ac.at) Brazil cvsup.br.FreeBSD.org (maintainer cvsup@cvsup.br.FreeBSD.org) cvsup2.br.FreeBSD.org (maintainer tps@ti.sk) cvsup3.br.FreeBSD.org (maintainer camposr@matrix.com.br) cvsup4.br.FreeBSD.org (maintainer cvsup@tcoip.com.br) cvsup5.br.FreeBSD.org (maintainer hostmaster@br.FreeBSD.org) Bulgaria cvsup.bg.FreeBSD.org (maintainer hostmaster@bg.FreeBSD.org) Canada cvsup.ca.FreeBSD.org (maintainer cvsup@ca.FreeBSD.org) China cvsup.cn.FreeBSD.org (maintainer phj@cn.FreeBSD.org) Czech Republic cvsup.cz.FreeBSD.org (maintainer cejkar@fit.vutbr.cz) Denmark cvsup.dk.FreeBSD.org (maintainer jesper@skriver.dk) cvsup3.dk.FreeBSD.org (maintainer morten@skriver.dk) Estonia cvsup.ee.FreeBSD.org (maintainer taavi@uninet.ee) Finland cvsup.fi.FreeBSD.org (maintainer count@key.sms.fi) cvsup2.fi.FreeBSD.org (maintainer count@key.sms.fi) France cvsup.fr.FreeBSD.org (maintainer hostmaster@fr.FreeBSD.org) cvsup2.fr.FreeBSD.org (maintainer ftpmaint@uvsq.fr) cvsup3.fr.FreeBSD.org (maintainer ftpmaint@enst.fr) cvsup4.fr.FreeBSD.org (maintainer ftpmaster@t-online.fr) cvsup5.fr.FreeBSD.org (maintainer freebsdcvsup@teaser.net) cvsup8.fr.FreeBSD.org (maintainer ftpmaint@crc.u-strasbg.fr) Germany cvsup.de.FreeBSD.org (maintainer cvsup@cosmo-project.de) cvsup2.de.FreeBSD.org (maintainer cvsup@apfel.de) cvsup3.de.FreeBSD.org (maintainer ag@leo.org) cvsup4.de.FreeBSD.org (maintainer cvsup@cosmo-project.de) cvsup5.de.FreeBSD.org (maintainer &a.rse;) cvsup6.de.FreeBSD.org (maintainer adminmail@heitec.net) cvsup7.de.FreeBSD.org (maintainer karsten@rohrbach.de) Greece cvsup.gr.FreeBSD.org (maintainer ftpadm@duth.gr) cvsup2.gr.FreeBSD.org (maintainer paschos@cs.uoi.gr) Hungary cvsup.hu.FreeBSD.org (maintainer janos.mohacsi@bsd.hu) Iceland cvsup.is.FreeBSD.org (maintainer hostmaster@is.FreeBSD.org) Ireland cvsup.ie.FreeBSD.org (maintainer dwmalone@maths.tcd.ie), Trinity College, Dublin. Japan cvsup.jp.FreeBSD.org (maintainer cvsupadm@jp.FreeBSD.org) cvsup2.jp.FreeBSD.org (maintainer &a.max;) cvsup3.jp.FreeBSD.org (maintainer shige@cin.nihon-u.ac.jp) cvsup4.jp.FreeBSD.org (maintainer cvsup-admin@ftp.media.kyoto-u.ac.jp) cvsup5.jp.FreeBSD.org (maintainer cvsup@imasy.or.jp) cvsup6.jp.FreeBSD.org (maintainer cvsupadm@jp.FreeBSD.org) Korea cvsup.kr.FreeBSD.org (maintainer cjh@kr.FreeBSD.org) cvsup2.kr.FreeBSD.org (maintainer holywar@mail.holywar.net) cvsup3.kr.FreeBSD.org (maintainer hostmaster@cvsup3.kr.FreeBSD.org) Latvia cvsup.lv.FreeBSD.org (maintainer system@soft.lv) Lithuania cvsup.lt.FreeBSD.org (maintainer domas.mituzas@delfi.lt) cvsup2.lt.FreeBSD.org (maintainer vaidas.damosevicius@sampo.lt) New Zealand cvsup.nz.FreeBSD.org (maintainer cvsup@langille.org) Netherlands cvsup.nl.FreeBSD.org (maintainer xaa@xaa.iae.nl) cvsup2.nl.FreeBSD.org (maintainer cvsup@nl.uu.net) cvsup3.nl.FreeBSD.org (maintainer cvsup@vuurwerk.nl) cvsup4.nl.FreeBSD.org (maintainer hostmaster@cvsup4.nl.FreeBSD.org) Norway cvsup.no.FreeBSD.org (maintainer Per.Hove@math.ntnu.no) Poland cvsup.pl.FreeBSD.org (maintainer Mariusz@kam.pl) cvsup2.pl.FreeBSD.org (maintainer hostmaster@cvsup2.pl.FreeBSD.org) cvsup3.pl.FreeBSD.org (maintainer hostmaster@cvsup3.pl.FreeBSD.org) Portugal cvsup.pt.FreeBSD.org (maintainer jpedras@webvolution.net) Romania cvsup.ro.FreeBSD.org (maintainer razor@ldc.ro) cvsup2.ro.FreeBSD.org (maintainer hostmaster@rofug.ro) cvsup3.ro.FreeBSD.org (maintainer veedee@c7.campus.utcluj.ro) Russia cvsup.ru.FreeBSD.org (maintainer ache@nagual.pp.ru) cvsup2.ru.FreeBSD.org (maintainer dv@dv.ru) cvsup3.ru.FreeBSD.org (maintainer fjoe@iclub.nsu.ru) cvsup4.ru.FreeBSD.org (maintainer zhecka@klondike.ru) cvsup5.ru.FreeBSD.org (maintainer maxim@macomnet.ru) cvsup6.ru.FreeBSD.org (maintainer pvr@corbina.net) San Marino cvsup.sm.FreeBSD.org (maintainer sysadmin@alexdupre.com) Singapore cvsup.sg.FreeBSD.org (maintainer mirror-maintainer@mirror.averse.net) Slovak Republic cvsup.sk.FreeBSD.org (maintainer tps@tps.sk) cvsup2.sk.FreeBSD.org (maintainer tps@tps.sk) Slovenia cvsup.si.FreeBSD.org (maintainer blaz@si.FreeBSD.org) cvsup2.si.FreeBSD.org (maintainer cuk@cuk.nu) South Africa cvsup.za.FreeBSD.org (maintainer &a.markm;) cvsup2.za.FreeBSD.org (maintainer &a.markm;) Spain cvsup.es.FreeBSD.org (maintainer &a.jesusr;) cvsup2.es.FreeBSD.org (maintainer &a.jesusr;) cvsup3.es.FreeBSD.org (maintainer jose@we.lc.ehu.es) Sweden cvsup.se.FreeBSD.org (maintainer pantzer@ludd.luth.se) cvsup2.se.FreeBSD.org (maintainer cvsup@dataphone.net) Taiwan cvsup.tw.FreeBSD.org (maintainer ijliao@FreeBSD.org) cvsup3.tw.FreeBSD.org (maintainer foxfair@FreeBSD.org) cvsup4.tw.FreeBSD.org (maintainer einstein@NHCTC.edu.tw) cvsup5.tw.FreeBSD.org (maintainer einstein@NHCTC.edu.tw) cvsup6.tw.FreeBSD.org (maintainer jason@tw.FreeBSD.org) cvsup7.tw.FreeBSD.org (maintainer cvsup@abpe.org) cvsup8.tw.FreeBSD.org (maintainer heboy@FreeBSD.tku.edu.tw) cvsup9.tw.FreeBSD.org (maintainer cs871256@csie.ncu.edu.tw) cvsup10.tw.FreeBSD.org (maintainer rafan@infor.org) cvsup11.tw.FreeBSD.org (maintainer vanilla@FreeBSD.org) cvsup12.tw.FreeBSD.org (maintainer GEO.bbs@birdnest.twbbs.org) cvsup13.tw.FreeBSD.org (maintainer cdsheen@tw.FreeBSD.org) Turkey cvsup.tr.FreeBSD.org (maintainer roots@enderunix.org) Ukraine cvsup2.ua.FreeBSD.org (maintainer freebsd-mnt@lucky.net) cvsup3.ua.FreeBSD.org (maintainer ftpmaster@ukr.net), Kiev cvsup4.ua.FreeBSD.org (maintainer phantom@cris.net) cvsup5.ua.FreeBSD.org (maintainer never@nevermind.kiev.ua) United Kingdom cvsup.uk.FreeBSD.org (maintainer ftp-admin@plig.net) cvsup2.uk.FreeBSD.org (maintainer &a.brian;) cvsup3.uk.FreeBSD.org (maintainer ben.hughes@uk.easynet.net) cvsup4.uk.FreeBSD.org (maintainer ejb@leguin.org.uk) cvsup5.uk.FreeBSD.org (maintainer mirror@teleglobe.net) USA cvsup1.FreeBSD.org (maintainer cwt@networks.cwu.edu), Washington state cvsup2.FreeBSD.org (maintainers djs@secure.net and &a.nectar;), Virginia cvsup3.FreeBSD.org (maintainer &a.wollman;), Massachusetts cvsup5.FreeBSD.org (maintainer mjr@blackened.com), Arizona cvsup6.FreeBSD.org (maintainer cvsup@cvsup.adelphiacom.net), Illinois cvsup7.FreeBSD.org (maintainer &a.jdp;), Washington state cvsup8.FreeBSD.org (maintainer hostmaster@bigmirror.com), Washington state cvsup9.FreeBSD.org (maintainer &a.jdp;), Minnesota cvsup10.FreeBSD.org (maintainer &a.jdp;), California cvsup11.FreeBSD.org (maintainer cvsup@research.uu.net), Virginia cvsup12.FreeBSD.org (maintainer &a.will;), Indiana cvsup13.FreeBSD.org (maintainer dima@valueclick.com), California cvsup14.FreeBSD.org (maintainer freebsd-cvsup@mfnx.net), California cvsup15.FreeBSD.org (maintainer cvsup@math.uic.edu), Illinois cvsup16.FreeBSD.org (maintainer pth3k@virginia.edu), Virginia cvsup17.FreeBSD.org (maintainer cvsup@mirrortree.com), Washington state cvsup18.FreeBSD.org (maintainer hostmaster@cvsup18.FreeBSD.org) CVS Tags When obtaining or updating sources from cvs and CVSup a revision tag (reference to a date in time) must be specified. The following tags are available, each specifying different branches of FreeBSD at different points of time: The ports tree does not have any tag associated with it, it is always CURRENT. The most common tags are: HEAD Symbolic name for the main line, or FreeBSD-CURRENT. Also the default when no revision is specified. In CVSup, this tag is represented by a . (not punctuation, but a literal . character). In CVS, this is the default when no revision tag is specified. It is usually not a good idea to checkout or update to CURRENT sources on a STABLE machine, unless that is your intent. RELENG_4 The line of development for FreeBSD-4.X, also known as FreeBSD-STABLE. RELENG_4_7 The release branch for FreeBSD-4.7, used only for security advisories and other seriously critical fixes. RELENG_4_6 The release branch for FreeBSD-4.6 and FreeBSD-4.6.2, used only for security advisories and other seriously critical fixes. RELENG_4_5 The release branch for FreeBSD-4.5, used only for security advisories and other seriously critical fixes. RELENG_4_4 The release branch for FreeBSD-4.4, used only for security advisories and other seriously critical fixes. RELENG_4_3 The release branch for FreeBSD-4.3, used only for security advisories and other seriously critical fixes. RELENG_3 The line of development for FreeBSD-3.X, also known as 3.X-STABLE. RELENG_2_2 The line of development for FreeBSD-2.2.X, also known as 2.2-STABLE. This branch is mostly obsolete. Other revision tags that are available include: RELENG_4_7_0_RELEASE FreeBSD 4.7 RELENG_4_6_2_RELEASE FreeBSD 4.6.2 RELENG_4_6_1_RELEASE FreeBSD 4.6.1 RELENG_4_6_0_RELEASE FreeBSD 4.6 RELENG_4_5_0_RELEASE FreeBSD 4.5. RELENG_4_4_0_RELEASE FreeBSD 4.4. RELENG_4_3_0_RELEASE FreeBSD 4.3. RELENG_4_2_0_RELEASE FreeBSD 4.2. RELENG_4_1_1_RELEASE FreeBSD 4.1.1. RELENG_4_1_0_RELEASE FreeBSD 4.1. RELENG_4_0_0_RELEASE FreeBSD 4.0. RELENG_3_5_0_RELEASE FreeBSD-3.5. RELENG_3_4_0_RELEASE FreeBSD-3.4. RELENG_3_3_0_RELEASE FreeBSD-3.3. RELENG_3_2_0_RELEASE FreeBSD-3.2. RELENG_3_1_0_RELEASE FreeBSD-3.1. RELENG_3_0_0_RELEASE FreeBSD-3.0. RELENG_2_2_8_RELEASE FreeBSD-2.2.8. RELENG_2_2_7_RELEASE FreeBSD-2.2.7. RELENG_2_2_6_RELEASE FreeBSD-2.2.6. RELENG_2_2_5_RELEASE FreeBSD-2.2.5. RELENG_2_2_2_RELEASE FreeBSD-2.2.2. RELENG_2_2_1_RELEASE FreeBSD-2.2.1. RELENG_2_2_0_RELEASE FreeBSD-2.2.0. AFS Sites AFS servers for FreeBSD are running at the following sites: Sweden The path to the files are: /afs/stacken.kth.se/ftp/pub/FreeBSD/ stacken.kth.se # Stacken Computer Club, KTH, Sweden 130.237.234.43 #hot.stacken.kth.se 130.237.237.230 #fishburger.stacken.kth.se 130.237.234.3 #milko.stacken.kth.se Maintainer ftp@stacken.kth.se rsync sites The following sites make FreeBSD available through the rsync protocol. The rsync utility works in much the same way as the rcp command, but has more options and uses the rsync remote-update protocol which transfers only the differences between two sets of files, thus greatly speeding up the synchronization over the network. This is most useful if you are a mirror site for the FreeBSD FTP server, or the CVS repository. The rsync suite is available for many operating systems, on FreeBSD, see the net/rsync port or use the package. Czech Republic rsync://ftp.cz.freebsd.org/ Available collections: ftp: A partial mirror of the FreeBSD FTP server. FreeBSD: A full mirror of the FreeBSD FTP server. Germany rsync://grappa.unix-ag.uni-kl.de/ Available collections: freebsd-cvs: The full FreeBSD CVS repository. This machine also mirrors the CVS repositories of the NetBSD and the OpenBSD projects, among others. United States of America rsync://ftp-master.freebsd.org/ This server may only be used by FreeBSD primary mirror sites. Available collections: FreeBSD: The master archive of the FreeBSD FTP server. acl: The FreeBSD master ACL list.
diff --git a/en_US.ISO8859-1/books/handbook/ports/chapter.sgml b/en_US.ISO8859-1/books/handbook/ports/chapter.sgml index 360a8da316..12497d9762 100644 --- a/en_US.ISO8859-1/books/handbook/ports/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/ports/chapter.sgml @@ -1,1584 +1,1584 @@ Installing Applications: Packages and Ports - + Synopsis ports packages 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. - + 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: Download the software, which might be distributed in source code format, or as a binary. Unpack the software from its distribution format (typically a tarball compressed with either &man.compress.1; or &man.gzip.1;). 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. If the software was distributed in source format, compile it. This may involve editing a Makefile, or running a configure script, and other work. 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 &os.numports; 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 &man.pkg.add.1;, &man.pkg.delete.1;, &man.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 you to understand 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 III 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 &a.ports;. The remainder of this chapter will explain how to use packages and ports to install and manage third party software on FreeBSD. - + 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. FreshPorts 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. FreshMeat 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. Chern Lee Contributed by Using the Packages System Installing a Package packages installing pkg_add You can use the &man.pkg.add.1; utility to install a FreeBSD software package from a local file or from a server on the network. Downloading a Package Manually and then Installing It Locally &prompt.root; 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 &prompt.root; 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 option to &man.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 &prompt.root; pkg_add -r lsof The example above would download the correct package and add it without any further user intervention. &man.pkg.add.1; uses &man.fetch.3; to download the files, which honours 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 &man.fetch.3; for the complete list. You can also 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. &man.pkg.add.1; will automatically fetch the latest version of the application. Package files are distributed in .tgz format. 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. Managing Packages packages managing &man.pkg.info.1; is a utility that lists and describes the various packages installed. pkg_info &prompt.root; 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 ... &man.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 &prompt.root; 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 that of 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. (local ports tree is probably out of date) ?The installed package cannot be found in the ports index. *There are multiple versions of the package. Deleting a Package pkg_delete packages deleting To remove a previously installed software package, use the &man.pkg.delete.1; utility. &prompt.root; pkg_delete xchat-1.7.1 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. Using the Ports Collection The following sections provide basic instructions on using the ports collection to install or remove programs from your system. 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. As root, run /stand/sysinstall as shown below: &prompt.root; /stand/sysinstall Scroll down and select Configure, press Enter. Scroll down and select Distributions, press Enter. Scroll down to ports, press Space. Scroll up to Exit, press Enter. Select your desired installation media, such as CDROM, FTP, and so on. Scroll up to Exit and press Enter. 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 () 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. Install the net/cvsup port. See CVSup Installation () for more details. As root, copy /usr/share/examples/cvsup/ports-supfile to a new location, such as /root or your home directory. Edit ports-supfile. Change CHANGE_THIS.FreeBSD.org to a CVSup server near you. See CVSup Mirrors () for a complete listing of mirror sites. Run cvsup: &prompt.root; cvsup -g -L 2 /root/ports-supfile 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. Installing Ports ports installing 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. 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 &man.diff.1; program. This directory may also contain other files used to build the port. A pkg-comment file. This is a one-line description of the program. 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 &man.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: &prompt.root; 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: &prompt.root; cd /usr/ports &prompt.root; 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. 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 not 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. Installing Ports from a CD-ROM ports installing from 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: &prompt.root; 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: &prompt.root; 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] ... &prompt.root; 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: &prompt.root; 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. &prompt.root; 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. You can save an extra step by just running make install instead of make and make install as two separate steps. 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). 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). 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: &prompt.root; 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. &prompt.root; 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 &man.fetch.1; to download the files, which honours 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 &man.fetch.3; for the complete list. Removing Installed Ports ports removing 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: &prompt.root; cd /usr/ports/sysutils/lsof &prompt.root; 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 &man.pkg.delete.1; as discussed in the Packages section of the Handbook. 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 &man.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 &prompt.root; 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 &prompt.root; pkg_info | grep 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.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 &prompt.root; pkg_info foopackage-1.0.0 A WWW: line, if present, should provide a URL for the application's web site. Troubleshooting The following sections cover some of the more frequently asked questions about the ports collection and some basic troubleshooting techniques, and what do to if a port is broken. Some Questions and Answers I thought this was going to be a discussion about modems??! Ah, you must be thinking of the serial ports on the back of your computer. We are using port here to mean the result of porting a program from one operating system to another. What is a patch? A patch is a small file that specifies how to go from one version of a file to another. It contains plain text, and basically says things like delete line 23, add these two lines after line 468, and change line 197 to this. They are also known as diffs because they are generated by the &man.diff.1; program. tarball What is all this about tarballs? It is a file ending in .tar, or with variations such as .tar.gz, .tar.Z, .tar.bz2, and even .tgz. Basically, it is a directory tree that has been archived into a single file (.tar) and optionally compressed (.gz). This technique was originally used for Tape ARchives (hence the name tar), but it is a widely used way of distributing program source code around the Internet. You can see what files are in them, or even extract them yourself by using the standard Unix &man.tar.1; program, which comes with the base FreeBSD system, like this: &prompt.user; tar tvzf foobar.tar.gz &prompt.user; tar xzvf foobar.tar.gz &prompt.user; tar tvf foobar.tar &prompt.user; tar xvf foobar.tar checksum And checksums? It is a number generated by adding up all the data in the file you want to check. If any of the characters change, the checksum will no longer be equal to the total, so a simple comparison will allow you to spot the difference. I did what you said for compiling ports from a CDROM and it worked great until I tried to install the Kermit port. &prompt.root; make install >> cku190.tar.gz doesn't seem to exist on this system. >> Attempting to fetch from ftp://kermit.columbia.edu/kermit/archives/. Why can it not be found? Have I got a dud CDROM? As explained in the installing ports from CDROM section, some ports cannot be put on the CDROM set due to licensing restrictions. Kermit is an example of that. The licensing terms for Kermit do not allow us to put the tarball for it on the CDROM, so you will have to fetch it by hand—sorry! The reason why you got all those error messages was because you were not connected to the Internet at the time. Once you have downloaded it from any of the MASTER_SITES (listed in the Makefile), you can restart the install process. I did that, but when I tried to put it into /usr/ports/distfiles I got some error about not having permission. The ports mechanism will download distribution tarballs into /usr/ports/distfiles, but many system administrators will symlink this directory to a remote file server or local read-only CD-ROM media. If this is the case, then you should specify a different directory to be used for storing distfiles with the following command: &prompt.root; make DISTDIR=/local/dir/with/write/permission install Does the ports scheme only work if you have everything in /usr/ports? My system administrator says I must put everything under /u/people/guests/wurzburger, but it does not seem to work. You can use the PORTSDIR and PREFIX variables to tell the ports mechanism to use different directories. For instance, &prompt.root; make PORTSDIR=/u/people/guests/wurzburger/ports install will compile the port in /u/people/guests/wurzburger/ports and install everything under /usr/local. &prompt.root; make PREFIX=/u/people/guests/wurzburger/local install will compile it in /usr/ports and install it in /u/people/guests/wurzburger/local. And of course, &prompt.root; make PORTSDIR=../ports PREFIX=../local install will combine the two (it is too long to write fully on the page, but it should give you the general idea). imake Some ports that use &man.imake.1; (a part of the X Windows 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. If you do not fancy typing all that in every time you install a port, you can put these variables into your environment. Read the manual page for your shell for instructions on doing so. I do not have a FreeBSD CD-ROM, but I would like to have all the tarballs handy on my system so I do not have to wait for a download every time I install a port. Is there any way to get them all at once? To get every single tarball for the ports collection, do: &prompt.root; cd /usr/ports &prompt.root; make fetch For all the tarballs for a single ports directory, do: &prompt.root; cd /usr/ports/directory &prompt.root; make fetch and for just one port—well, you have probably guessed already. I know it is probably faster to fetch the tarballs from one of the FreeBSD mirror sites close by. Is there any way to tell the port to fetch them from servers other than the ones listed in the MASTER_SITES? Yes. If you know, for example, that ftp.FreeBSD.org is much closer to you than the sites listed in MASTER_SITES, do as follows: &prompt.root; cd /usr/ports/directory &prompt.root; make MASTER_SITE_OVERRIDE= \ ftp://ftp.FreeBSD.org/pub/FreeBSD/ports/distfiles/ fetch I want to know what files make is going to need before it tries to pull them down. make fetch-list will display a list of the files needed for a port. Is there any way to stop the port from compiling? I want to do some hacking on the source before I install it, but it is a bit tiresome to watch it and hit Ctrl C every time. Doing make extract will stop it after it has fetched and extracted the source code. I am trying to make my own port and I want to be able to stop it compiling until I have had a chance to see if my patches worked properly. Is there something like make extract, but for patches? Yes, make patch is what you want. You will probably find the PATCH_DEBUG option useful as well. And by the way, thank you for your efforts! I have heard that some compiler options can cause bugs. Is this true? How can I make sure that I compile ports with the right settings? Yes, with version 2.6.3 of gcc (the version shipped with FreeBSD 2.1.0 and 2.1.5), the option could result in buggy code unless you used the option as well. (Most of the ports do not use ). You should be able to specify compiler options with something like: &prompt.root; make CFLAGS='-O2 -fno-strength-reduce' install or by editing /etc/make.conf, but unfortunately not all ports respect this. The surest way is to do make configure, then go into the source directory and inspect the Makefiles by hand, but this can get tedious if the source has lots of sub-directories, each with their own Makefiles. The default FreeBSD compiler options are quite conservative, so if you have not changed them you should not have any problems. There are so many ports it is hard to find the one I want. Is there a list anywhere of what ports are available? Look in the INDEX file in /usr/ports. If you would like to search the ports collection for a keyword, you can do that too. For example, you can find ports relevant to the LISP programming language using: &prompt.user; cd /usr/ports &prompt.user; make search key=lisp I tried to install the foo port but the system suddenly stopped compiling it and starting compiling the bar port. What is going on? The foo port needs something that is supplied with bar — for instance, if foo uses graphics, bar might have a library with useful graphics processing routines. Or bar might be a tool that is needed to compile the foo port. Once bar is finished, your system should automatically resume building foo. I installed the grizzle program from the ports and frankly it is a complete waste of disk space. I want to delete it but I do not know where it put all the files. Any clues? No problem, just type: &prompt.root; pkg_delete grizzle-6.5 Alternatively, you can type: &prompt.root; cd /usr/ports/somewhere/grizzle &prompt.root; make deinstall Hang on a minute, you have to know the version number to use that command. You do not seriously expect me to remember that, do you? Not at all, you can find it out by doing: &prompt.root; pkg_info -I 'grizzle*' Information for grizzle-6.5: grizzle-6.5 - the combined piano tutorial, LOGO interpreter and shoot 'em up arcade game. The version number can be found either by using the pkg_info or by typing: ls /var/db/pkg Speaking of disk space, the ports directory seems to be taking up an awful lot of room. Is it safe to go in there and delete things? Yes, if you have installed a program and are fairly certain you will not need the source again, there is no point in keeping it hanging around. The surest way to do this is: &prompt.root; cd /usr/ports &prompt.root; make clean which will go through all the ports subdirectories and delete everything except the skeletons for each port. It is possible to achieve the same effect without recursively calling each Makefile. For example, you can delete all of the work/ subdirectories directly with the following command: &prompt.root; find /usr/ports -depth -name work -exec rm -rf {} \; I tried that and it still left all those tarballs or whatever you called them in the distfiles directory. Can I delete those as well? Yes, if you are sure you have finished with them, those can go as well. They can be removed manually, or by using make distclean. I like having lots and lots of programs to play with. Is there any way of installing all the ports in one go? Just do: &prompt.root; cd /usr/ports &prompt.root; make install Be careful, as some ports may install files with the same name. If you install two graphics ports and they both install /usr/local/bin/plot then you will obviously have problems. OK, I tried that, but I thought it would take a very long time so I went to bed and left it to get on with it. When I looked at the computer this morning, it had only done three and a half ports. Did something go wrong? No, the problem is that some of the ports need to ask you questions that we cannot answer for you (e.g., Do you want to print on A4 or US letter sized paper?) and they need to have someone on hand to answer them. I really do not want to spend all day staring at the monitor. Any better ideas? OK, do this before you go to bed/work/the local park: &prompt.root; cd /usr/ports &prompt.root; make -DBATCH install This will install every port that does not require user input. Then, when you come back, do: &prompt.root; cd /usr/ports &prompt.root; make -DINTERACTIVE install to finish the job. At work, we are using frobble, which is in your ports collection, but we have altered it quite a bit to get it to do what we need. Is there any way of making our own package, so we can distribute it more easily around our sites? No problem, assuming you know how to make patches for your changes: &prompt.root; cd /usr/ports/somewhere/frobble &prompt.root; make extract &prompt.root; cd work/frobble-2.8 [Apply your patches] &prompt.root; cd ../.. &prompt.root; make package This ports stuff is really clever. I am desperate to find out how you did it. What is the secret? Nothing secret about it at all, just look at the bsd.port.mk and bsd.port.subdir.mk files in /usr/ports/Mk/. (Readers with an aversion to intricate shell-scripts are advised not to look at the files in this directory.) Help! This Port Is Broken! If you come across a port that does not work for you, there are a few things you can do, including: 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! 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 &man.send-pr.1; to submit a bug report. 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 &man.pkg.add.1; program to install the package on your system. diff --git a/en_US.ISO8859-1/books/handbook/ppp-and-slip/chapter.sgml b/en_US.ISO8859-1/books/handbook/ppp-and-slip/chapter.sgml index a814298370..533a1d5f07 100644 --- a/en_US.ISO8859-1/books/handbook/ppp-and-slip/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/ppp-and-slip/chapter.sgml @@ -1,3161 +1,3161 @@ Jim Mock Restructured, reorganized, and updated by PPP and SLIP - + Synopsis PPP SLIP FreeBSD has a number of ways to link one computer to another. To establish a network or Internet connection through a dial-up modem, or to allow others to do so through you, requires the use of PPP or SLIP. This chapter describes setting up these modem-based communication services in detail. After reading this chapter, you will know: How to setup User PPP. How to setup Kernel PPP. How to setup PPPoE (PPP over Ethernet). How to setup PPPoA (PPP over ATM). How to configure and setup a SLIP client and server. PPP user PPP PPP kernel PPP PPP over Ethernet Before reading this chapter, you should: Be familiar with basic network terminology. Understand the basics and purpose of a dialup connection and PPP and/or SLIP. You may be wondering what the main difference is between User PPP and kernel PPP. The answer is simple; user PPP processes the inbound and outbound data in userland rather than in the kernel. This is expensive in terms of copying the data between the kernel and userland, but allows a far more feature-rich ppp implementation. User PPP uses the tun device to communicate with the outside world whereas kernel-ppp uses the ppp device. Throughout in this chapter, user ppp will simply be referred to as ppp unless a distinction needs to be made between it and any other PPP software such as pppd. Unless otherwise stated, all of the commands explained in this section should be executed as root. Tom Rhodes Updated and enhanced by Brian Somers Originally contributed by Nik Clayton With input from Dirk Frömberg Peter Childs Using User PPP User PPP Assumptions This document assumes you have the following: ISP PPP An account with an Internet Service Provider (ISP) which you connect to using PPP. You have a modem or other device connected to your system and configured correctly which allows you to connect to your ISP. The dial-up number(s) of your ISP. PAP CHAP Unix login name password Your login name and password. (Either a regular Unix-style login and password pair, or a PAP or CHAP login and password pair.) nameserver The IP address of one or more name servers. Normally, you will be given two IP addresses by your ISP to use for this. If they have not given you at least one, then you can use the enable dns command in ppp.conf and ppp will set the name servers for you. This feature depends on your ISPs PPP implementation supporting DNS negotiation. The following information may be supplied by your ISP, but is not completely necessary: The IP address of your ISP's gateway. The gateway is the machine to which you will connect and will be set up as your default route. If you do not have this information, we can make one up and your ISP's PPP server will tell us the correct value when we connect. This IP number is referred to as HISADDR by ppp. The netmask you should use. If your ISP has not provided you with one, you can safely use 255.255.255.255. static IP address If your ISP provides you with a static IP address and hostname, you can enter it. Otherwise, we simply let the peer assign whatever IP address it sees fit. If you do not have any of the required information, contact your ISP. Throughout this section, many of the examples showing the contents of configuration files are numbered by line. These numbers serve to aid in the presentation and discussion only and are not meant to be placed in the actual file. Proper indentation with tab and space characters is also important. Manual <command>ppp</command> Initialization Under normal circumstances, most users will only use one tun device (/dev/tun0). References to tun0 below may be changed to tunN where N is any unit number corresponding to your system. For FreeBSD installations that do not have &man.devfs.5; enabled (FreeBSD 4.X and earlier), the existence of the tun0 device should be verified (this is not necessary if &man.devfs.5; is enabled as device nodes will be created on demand). The easiest way to make sure that the tun0 device is configured correctly is to remake the device. To remake the device, do the following: &prompt.root; cd /dev &prompt.root; sh MAKEDEV tun0 If you need 16 tunnel devices in your kernel, you will need to create them. This can be done by executing the following commands: &prompt.root; cd /dev &prompt.root; sh MAKEDEV tun15 Check the Modem If you reconfigured your kernel then you recall the sio device. If your modem acts like a standard serial port then you most likely only need to make the serial device. You can do this by changing your directory to /dev and running the MAKEDEV script like above. Now make the serial devices with &prompt.root; sh MAKEDEV cuaa0 cuaa1 cuaa2 cuaa3 which will create the serial devices for your system. If your modem is on sio1 or COM2 if you are in DOS, then your modem device would be /dev/cuaa1. Manual Connections Connecting to the internet by manually controlling ppp is quick, easy, and a great way to debug a connection or just get information on how your ISP handles connections. Lets start PPP from the command line, note that, in all of our examples we will use localhost as the hostname of the machine running PPP. You start ppp by just typing ppp: &prompt.root; ppp We have now started ppp. ppp ON example> set device /dev/cuaa1 We set our modem device, in this case it is cuaa1. ppp ON example> set speed 115200 Set the connection speed, in this case we are using 115,200 kbps. ppp ON example> enable dns Tell ppp to configure our resolver and add the nameserver lines to /etc/resolv.conf. If ppp cannot determine our hostname, we can set one manually later. ppp ON example> term Switch to terminal mode so that we can manually control the modem. deflink: Entering terminal mode on /dev/cuaa1 type '~h' for help at OK atdt123456789 Use at to initialize the modem, then use atdt and the number for your ISP to begin the dial in process. CONNECT Confirmation of the connection, if we are going to have any connection problems, unrelated to hardware, here is where we will attempt to resolve them. ISP Login:myusername Here you are prompted for a username, return the prompt with the username that was provided by the ISP. ISP Pass:mypassword This time we are prompted for a password, just reply with the password that was provided by the ISP. Just like when logging into FreeBSD, the password will not echo. Shell or PPP:ppp Depending on your ISP this prompt may never appear. Here we are being asked if we wish to use a shell on the provider, or to start ppp. In this example, we have chosen to use ppp as we want an internet connection. Ppp ON example> Notice that in this example the first has been capitalized. This shows that we have successfully connected to the ISP. PPp ON example> We have successfully authenticated with our ISP and are waiting for the assigned IP address. PPP ON example> We have made an agreement on an IP address and successfully completed our connection. PPP ON example>add default HISADDR Here we add our default route, we need to do this before we can talk to the outside world as currently the only established connection is with the peer. If this fails due to existing routes you can put a bang character ! in front of the . Alternatively, you can set this before making the actual connection and it will negotiate a new route accordingly. If everything went good we should now have an active connection to the internet, which could be thrown into the background using CTRL z If you notice the PPP return to ppp then we have lost our connection. This is good to know because it shows our connection status. Capital P's show that we have a connection to the ISP and lowercase p's show that the connection has been lost for whatever reason. ppp only has these 2 states. Troubleshooting Manual Connections Like everything else, once in awhile a problem or may occur. PPP is no exemption to this theory. If ppp would happen to stop responding there are some things we can try. If you have a direct line and cannot seem to make a connection, then turn hardware flow CTS/RTS to off with the . This is mainly the case if you are connected to some PPP capable terminal servers, where PPP hangs when it tries to write data to your communication link, so it would be waiting for a CTS, or Clear To Send signal which may never come. If you use this option however, you should also use the option, which may be required to defeat hardware dependent on passing certain characters from end to end, most of the time XON/XOFF. See the &man.ppp.8; manual page for more information on this option, and how it is used. If you have an older modem, you may need to use the . Parity is set at none be default, but is used for error checking (with a large increase in traffic) on older modems and some ISPs. You may need this option for the Compuserve ISP. PPP may not return to the command mode, which is usually a negotiation error where the ISP is waiting for your side to start negotiating. At this point, using the ~p command will force ppp to start sending the configuration information. If you never obtain a login prompt, then most likely you need to use PAP or CHAP authentication instead of the Unix-style in the example above. To use PAP or CHAP just add the following options to PPP before going into terminal mode: ppp ON localhost> set authname myusername Where myusername should be replaced with the username that was assigned by the ISP. ppp ON localhost> set authkey mypassword Where mypassword should be replaced with the password that was assigned by the ISP. If you connect fine, but cannot seem to find any domain name, try to use &man.ping.8; with an IP address and see if you can get any return information. If you experience 100 percent (100%) packet loss, then its most likely that you were not assigned a default route. Double check that the option was set during the connection. If you can connect to a remote IP address then it is possible that a resolver address has not been added to the /etc/resolv.conf. This file should look like: domain example.com nameserver x.x.x.x nameserver y.y.y.y Where x.x.x.x and y.y.y.y should be replaced with the IP address of your ISP's DNS servers. This information may or may not have been provided when you signed up, but a quick call to your ISP should remedy that. You could also have &man.syslog.3; provide a logging function for your PPP connection. Just add: !ppp *.* /var/log/ppp.log to /etc/syslog.conf. In most cases, this functionality already exists. Automatic <application>PPP</application> Configuration PPPconfiguration Both ppp and pppd (the kernel level implementation of PPP) use the configuration files located in the /etc/ppp directory. Examples for user ppp can be found in /usr/share/examples/ppp/. Configuring ppp requires that you edit a number of files, depending on your requirements. What you put in them depends to some extent on whether your ISP allocates IP addresses statically (i.e., you get given one IP address, and always use that one) or dynamically (i.e., your IP address changes each time you connect to your ISP). PPP and Static IP Addresses PPPwith static IP addresses You will need to edit the /etc/ppp/ppp.conf configuration file. It should look similar to the example below. Lines that end in a : start in the first column (beginning of the line)— all other lines should be indented as shown using spaces or tabs. Most of the information you need to provide here was shown to us by doing the manual dial above. 1 default: 2 set log Phase Chat LCP IPCP CCP tun command 3 ident user-ppp VERSION (built COMPILATIONDATE) 4 set device /dev/cuaa0 5 set speed 115200 6 set dial "ABORT BUSY ABORT NO\\sCARRIER TIMEOUT 5 \ 7 \"\" AT OK-AT-OK ATE1Q0 OK \\dATDT\\T TIMEOUT 40 CONNECT" 8 set timeout 180 9 enable dns 10 11 provider: 12 set phone "(123) 456 7890" 13 set authname foo 14 set authkey bar 15 set login "TIMEOUT 10 \"\" \"\" gin:--gin: \\U word: \\P col: ppp" 16 set timeout 300 17 set ifaddr x.x.x.x y.y.y.y 255.255.255.255 0.0.0.0 18 add default HISADDR Line 1: Identifies the default entry. Commands in this entry are executed automatically when ppp is run. Line 2: Enables logging parameters. When the configuration is working satisfactorily, this line should be reduced to saying set log phase tun in order to avoid excessive log file sizes. Line 3: Tells PPP how to identify itself to the peer. PPP identifies itself to the peer if it has any trouble negotiating and setting up the link, providing information that the peers administrator may find useful when investigating such problems. Line 4: Identifies the device to which the modem is connected. COM1 is /dev/cuaa0 and COM2 is /dev/cuaa1. Line 5: Sets the speed you want to connect at. If 115200 does not work (it should with any reasonably new modem), try 38400 instead. Line 6 & 7: PPPuser PPP The dial string. User PPP uses an expect-send syntax similar to the &man.chat.8; program. Refer to the manual page for information on the features of this language. Note that this command continues onto the next line for readability. Any command in ppp.conf may do this if the last character on the line is a ``\'' character. Line 8: Sets the idle timeout for the link. 180 seconds is the default, so this line is purely cosmetic. Line 9: Tells PPP to ask the peer to confirm the local resolver settings. If you run a local name server, this line should be commented out or removed. Line 10: A blank line for readability. Blank lines are ignored by PPP. Line 11: Identifies an entry for a provider called provider. This could be changed to the name of your ISP so that later you can use the to start the connection. Line 12: Sets the phone number for this provider. Multiple phone numbers may be specified using the colon (:) or pipe character (|)as a separator. The difference between the two separators is described in &man.ppp.8;. To summarize, if you want to rotate through the numbers, use a colon. If you want to always attempt to dial the first number first and only use the other numbers if the first number fails, use the pipe character. Always quote the entire set of phone numbers as shown. You must enclose the phone number in quotation marks (") if there is any intention on using spaces in the phone number. This can cause a simple, yet subtle error. Line 13 & 14: Identifies the user name and password. When connecting using a Unix-style login prompt, these values are referred to by the set login command using the \U and \P variables. When connecting using PAP or CHAP, these values are used at authentication time. Line 15: PAP CHAP If you are using PAP or CHAP, there will be no login at this point, and this line should be commented out or removed. See PAP and CHAP authentication for further details. The login string is of the same chat-like syntax as the dial string. In this example, the string works for a service whose login session looks like this: J. Random Provider login: foo password: bar protocol: ppp You will need to alter this script to suit your own needs. When you write this script for the first time, you should ensure that you have enabled chat logging so you can determine if the conversation is going as expected. Line 16: timeout Sets the default idle timeout (in seconds) for the connection. Here, the connection will be closed automatically after 300 seconds of inactivity. If you never want to timeout, set this value to zero or use the command line switch. Line 17: ISP Sets the interface addresses. The string x.x.x.x should be replaced by the IP address that your provider has allocated to you. The string y.y.y.y should be replaced by the IP address that your ISP indicated for their gateway (the machine to which you connect). If your ISP has not given you a gateway address, use 10.0.0.2/0. If you need to use a guessed address, make sure that you create an entry in /etc/ppp/ppp.linkup as per the instructions for PPP and Dynamic IP addresses. If this line is omitted, ppp cannot run in mode. Line 18: Adds a default route to your ISP's gateway. The special word HISADDR is replaced with the gateway address specified on line 9. It is important that this line appears after line 9, otherwise HISADDR will not yet be initialized. If you do not wish to run ppp in , this line should be moved to the ppp.linkup file. It is not necessary to add an entry to ppp.linkup when you have a static IP address and are running ppp in mode as your routing table entries are already correct before you connect. You may however wish to create an entry to invoke programs after connection. This is explained later with the sendmail example. Example configuration files can be found in the /usr/share/examples/ppp/ directory. PPP and Dynamic IP Addresses PPPwith dynamic IP addresses IPCP If your service provider does not assign static IP addresses, ppp can be configured to negotiate the local and remote addresses. This is done by guessing an IP address and allowing ppp to set it up correctly using the IP Configuration Protocol (IPCP) after connecting. The ppp.conf configuration is the same as PPP and Static IP Addresses, with the following change: 17 set ifaddr 10.0.0.1/0 10.0.0.2/0 255.255.255.255 Again, do not include the line number, it is just for reference. Indentation of at least one space is required. Line 17: The number after the / character is the number of bits of the address that ppp will insist on. You may wish to use IP numbers more appropriate to your circumstances, but the above example will always work. The last argument (0.0.0.0) tells PPP to start negotiations using address 0.0.0.0 rather than 10.0.0.1 and is necessary for some ISPs. Do not use 0.0.0.0 as the first argument to set ifaddr as it prevents PPP from setting up an initial route in mode. If you are not running in mode, you will need to create an entry in /etc/ppp/ppp.linkup. ppp.linkup is used after a connection has been established. At this point, ppp will have assigned the interface addresses and it will now be possible to add the routing table entries: 1 provider: 2 add default HISADDR Line 1: On establishing a connection, ppp will look for an entry in ppp.linkup according to the following rules: First, try to match the same label as we used in ppp.conf. If that fails, look for an entry for the IP address of our gateway. This entry is a four-octet IP style label. If we still have not found an entry, look for the MYADDR entry. Line 2: This line tells ppp to add a default route that points to HISADDR. HISADDR will be replaced with the IP number of the gateway as negotiated by the IPCP. See the pmdemand entry in the files /usr/share/examples/ppp/ppp.conf.sample and /usr/share/examples/ppp/ppp.linkup.sample for a detailed example. Receiving Incoming Calls PPPreceiving incoming calls When you configure ppp to receive incoming calls on a machine connected to a LAN, you must decide if you wish to forward packets to the LAN. If you do, you should allocate the peer an IP number from your LAN's subnet, and use the command enable proxy in your /etc/ppp/ppp.conf file. You should also confirm that the /etc/rc.conf file contains the following: gateway_enable="YES" Which getty? Configuring FreeBSD for Dial-up Services provides a good description on enabling dial-up services using &man.getty.8;. An alternative to getty is mgetty, a smarter version of getty designed with dial-up lines in mind. The advantages of using mgetty is that it actively talks to modems, meaning if port is turned off in /etc/ttys then your modem will not answer the phone. Later versions of mgetty (from 0.99beta onwards) also support the automatic detection of PPP streams, allowing your clients script-less access to your server. Refer to Mgetty and AutoPPP for more information on mgetty. <application>PPP</application> Permissions The ppp command must normally be run as the root user. If however, you wish to allow ppp to run in server mode as a normal user by executing ppp as described below, that user must be given permission to run ppp by adding them to the network group in /etc/group. You will also need to give them access to one or more sections of the configuration file using the allow command: allow users fred mary If this command is used in the default section, it gives the specified users access to everything. PPP Shells for Dynamic-IP Users PPP shells Create a file called /etc/ppp/ppp-shell containing the following: #!/bin/sh IDENT=`echo $0 | sed -e 's/^.*-\(.*\)$/\1/'` CALLEDAS="$IDENT" TTY=`tty` if [ x$IDENT = xdialup ]; then IDENT=`basename $TTY` fi echo "PPP for $CALLEDAS on $TTY" echo "Starting PPP for $IDENT" exec /usr/sbin/ppp -direct $IDENT This script should be executable. Now make a symbolic link called ppp-dialup to this script using the following commands: &prompt.root; ln -s ppp-shell /etc/ppp/ppp-dialup You should use this script as the shell for all of your dialup users. This is an example from /etc/password for a dialup PPP user with username pchilds (remember do not directly edit the password file, use vipw). pchilds:*:1011:300:Peter Childs PPP:/home/ppp:/etc/ppp/ppp-dialup Create a /home/ppp directory that is world readable containing the following 0 byte files: -r--r--r-- 1 root wheel 0 May 27 02:23 .hushlogin -r--r--r-- 1 root wheel 0 May 27 02:22 .rhosts which prevents /etc/motd from being displayed. PPP Shells for Static-IP Users PPP shells Create the ppp-shell file as above, and for each account with statically assigned IPs create a symbolic link to ppp-shell. For example, if you have three dialup customers, fred, sam, and mary, that you route class C networks for, you would type the following: &prompt.root; ln -s /etc/ppp/ppp-shell /etc/ppp/ppp-fred &prompt.root; ln -s /etc/ppp/ppp-shell /etc/ppp/ppp-sam &prompt.root; ln -s /etc/ppp/ppp-shell /etc/ppp/ppp-mary Each of these users dialup accounts should have their shell set to the symbolic link created above (for example, mary's shell should be /etc/ppp/ppp-mary). Setting up <filename>ppp.conf</filename> for Dynamic-IP Users The /etc/ppp/ppp.conf file should contain something along the lines of: default: set debug phase lcp chat set timeout 0 ttyd0: set ifaddr 203.14.100.1 203.14.100.20 255.255.255.255 enable proxy ttyd1: set ifaddr 203.14.100.1 203.14.100.21 255.255.255.255 enable proxy The indenting is important. The default: section is loaded for each session. For each dialup line enabled in /etc/ttys create an entry similar to the one for ttyd0: above. Each line should get a unique IP address from your pool of IP addresses for dynamic users. Setting up <filename>ppp.conf</filename> for Static-IP Users Along with the contents of the sample /usr/share/examples/ppp/ppp.conf above you should add a section for each of the statically assigned dialup users. We will continue with our fred, sam, and mary example. fred: set ifaddr 203.14.100.1 203.14.101.1 255.255.255.255 sam: set ifaddr 203.14.100.1 203.14.102.1 255.255.255.255 mary: set ifaddr 203.14.100.1 203.14.103.1 255.255.255.255 The file /etc/ppp/ppp.linkup should also contain routing information for each static IP user if required. The line below would add a route for the 203.14.101.0 class C via the client's ppp link. fred: add 203.14.101.0 netmask 255.255.255.0 HISADDR sam: add 203.14.102.0 netmask 255.255.255.0 HISADDR mary: add 203.14.103.0 netmask 255.255.255.0 HISADDR More on <command>mgetty</command>, AutoPPP, and MS Extensions <command>mgetty</command> and AutoPPP mgetty AutoPPP LCP Configuring and compiling mgetty with the AUTO_PPP option enabled allows mgetty to detect the LCP phase of PPP connections and automatically spawn off a ppp shell. However, since the default login/password sequence does not occur it is necessary to authenticate users using either PAP or CHAP. This section assumes the user has successfully configured, compiled, and installed a version of mgetty with the AUTO_PPP option (v0.99beta or later). Make sure your /usr/local/etc/mgetty+sendfax/login.config file has the following in it: /AutoPPP/ - - /etc/ppp/ppp-pap-dialup This will tell mgetty to run the ppp-pap-dialup script for detected PPP connections. Create a file called /etc/ppp/ppp-pap-dialup containing the following (the file should be executable): #!/bin/sh exec /usr/sbin/ppp -direct pap$IDENT For each dialup line enabled in /etc/ttys, create a corresponding entry in /etc/ppp/ppp.conf. This will happily co-exist with the definitions we created above. pap: enable pap set ifaddr 203.14.100.1 203.14.100.20-203.14.100.40 enable proxy Each user logging in with this method will need to have a username/password in /etc/ppp/ppp.secret file, or alternatively add the following option to authenticate users via PAP from /etc/password file. enable passwdauth If you wish to assign some users a static IP number, you can specify the number as the third argument in /etc/ppp/ppp.secret. See /usr/share/examples/ppp/ppp.secret.sample for examples. MS Extensions DNS NetBIOS PPPMicrosoft extensions It is possible to configure PPP to supply DNS and NetBIOS nameserver addresses on demand. To enable these extensions with PPP version 1.x, the following lines might be added to the relevant section of /etc/ppp/ppp.conf. enable msext set ns 203.14.100.1 203.14.100.2 set nbns 203.14.100.5 And for PPP version 2 and above: accept dns set dns 203.14.100.1 203.14.100.2 set nbns 203.14.100.5 This will tell the clients the primary and secondary name server addresses, and a NetBIOS nameserver host. In version 2 and above, if the set dns line is omitted, PPP will use the values found in /etc/resolv.conf. PAP and CHAP Authentication PAP CHAP Some ISPs set their system up so that the authentication part of your connection is done using either of the PAP or CHAP authentication mechanisms. If this is the case, your ISP will not give a login: prompt when you connect, but will start talking PPP immediately. PAP is less secure than CHAP, but security is not normally an issue here as passwords, although being sent as plain text with PAP, are being transmitted down a serial line only. There is not much room for crackers to eavesdrop. Referring back to the PPP and Static IP addresses or PPP and Dynamic IP addresses sections, the following alterations must be made: 7 set login … 12 set authname MyUserName 13 set authkey MyPassword Line 7: Your ISP will not normally require that you log into the server if you are using PAP or CHAP. You must therefore disable your set login string. Line 12: This line specifies your PAP/CHAP user name. You will need to insert the correct value for MyUserName. Line 13: password This line specifies your PAP/CHAP password. You will need to insert the correct value for MyPassword. You may want to add an additional line, such as: 15 accept PAP or 15 accept CHAP to make it obvious that this is the intention, but PAP and CHAP are both accepted by default. Changing Your <command>ppp</command> Configuration on the Fly It is possible to talk to the ppp program while it is running in the background, but only if a suitable diagnostic port has been set up. To do this, add the following line to your configuration: set server /var/run/ppp-tun%d DiagnosticPassword 0177 This will tell PPP to listen to the specified Unix-domain socket, asking clients for the specified password before allowing access. The %d in the name is replaced with the tun device number that is in use. Once a socket has been set up, the &man.pppctl.8; program may be used in scripts that wish to manipulate the running program. Using PPP Network Address Translation Capability PPPNAT PPP has ability to use internal NAT without kernel diverting capabilities. This functionality may be enabled by the following line in /etc/ppp/ppp.conf: nat enable yes Alternatively, PPP NAT may be enabled by command-line option -nat. There is also /etc/rc.conf knob named ppp_nat, which is enabled by default. If you use this feature, you may also find useful the following /etc/ppp/ppp.conf options to enable incoming connections forwarding: nat port tcp 10.0.0.2:ftp ftp nat port tcp 10.0.0.2:http http or don't trust the outside at all nat deny_incoming yes Final System Configuration PPPconfiguration You now have ppp configured, but there are a few more things to do before it is ready to work. They all involve editing the /etc/rc.conf file. Working from the top down in this file, make sure the hostname= line is set, e.g.: hostname="foo.example.com" If your ISP has supplied you with a static IP address and name, it is probably best that you use this name as your host name. Look for the network_interfaces variable. If you want to configure your system to dial your ISP on demand, make sure the tun0 device is added to the list, otherwise remove it. network_interfaces="lo0 tun0" ifconfig_tun0= The ifconfig_tun0 variable should be empty, and a file called /etc/start_if.tun0 should be created. This file should contain the line: ppp -auto mysystem This script is executed at network configuration time, starting your ppp daemon in automatic mode. If you have a LAN for which this machine is a gateway, you may also wish to use the switch. Refer to the manual page for further details. Set the router program to NO with following line in your /etc/rc.conf: router_enable="NO" routed It is important that the routed daemon is not started (it is started by default), as routed tends to delete the default routing table entries created by ppp. It is probably worth your while ensuring that the sendmail_flags line does not include the option, otherwise sendmail will attempt to do a network lookup every now and then, possibly causing your machine to dial out. You may try: sendmail_flags="-bd" sendmail The downside of this is that you must force sendmail to re-examine the mail queue whenever the ppp link is up by typing: &prompt.root; /usr/sbin/sendmail -q You may wish to use the !bg command in ppp.linkup to do this automatically: 1 provider: 2 delete ALL 3 add 0 0 HISADDR 4 !bg sendmail -bd -q30m SMTP If you do not like this, it is possible to set up a dfilter to block SMTP traffic. Refer to the sample files for further details. Now the only thing left to do is reboot the machine. All that is left is to reboot the machine. After rebooting, you can now either type: &prompt.root; ppp and then dial provider to start the PPP session, or, if you want ppp to establish sessions automatically when there is outbound traffic (and you have not created the start_if.tun0 script), type: &prompt.root; ppp -auto provider Summary To recap, the following steps are necessary when setting up ppp for the first time: Client side: Ensure that the tun device is built into your kernel. Ensure that the tunX device file is available in the /dev directory. Create an entry in /etc/ppp/ppp.conf. The pmdemand example should suffice for most ISPs. If you have a dynamic IP address, create an entry in /etc/ppp/ppp.linkup. Update your /etc/rc.conf file. Create a start_if.tun0 script if you require demand dialing. Server side: Ensure that the tun device is built into your kernel. Ensure that the tunX device file is available in the /dev directory. Create an entry in /etc/passwd (using the &man.vipw.8; program). Create a profile in this users home directory that runs ppp -direct direct-server or similar. Create an entry in /etc/ppp/ppp.conf. The direct-server example should suffice. Create an entry in /etc/ppp/ppp.linkup. Update your /etc/rc.conf file. Gennady B. Sorokopud Parts originally contributed by Robert Huff Using Kernel PPP Setting up Kernel PPP PPPkernel PPP Before you start setting up PPP on your machine make sure that pppd is located in /usr/sbin and the directory /etc/ppp exists. pppd can work in two modes: As a client — you want to connect your machine to the outside world via a PPP serial connection or modem line. PPPserver as a server — your machine is located on the network and used to connect other computers using PPP. In both cases you will need to set up an options file (/etc/ppp/options or ~/.ppprc if you have more than one user on your machine that uses PPP). You also will need some modem/serial software (preferably kermit) so you can dial and establish a connection with the remote host. Trev Roydhouse Based on information provided by Using <command>pppd</command> as a Client PPPclient Cisco The following /etc/ppp/options might be used to connect to a Cisco terminal server PPP line. crtscts # enable hardware flow control modem # modem control line noipdefault # remote PPP server must supply your IP address. # if the remote host doesn't send your IP during IPCP # negotiation , remove this option passive # wait for LCP packets domain ppp.foo.com # put your domain name here :<remote_ip> # put the IP of remote PPP host here # it will be used to route packets via PPP link # if you didn't specified the noipdefault option # change this line to <local_ip>:<remote_ip> defaultroute # put this if you want that PPP server will be your # default router To connect: kermit modem Dial to the remote host using kermit (or some other modem program), and enter your user name and password (or whatever is needed to enable PPP on the remote host). Exit kermit (without hanging up the line). Enter the following: &prompt.root; /usr/src/usr.sbin/pppd.new/pppd /dev/tty01 19200 Be sure to use the appropriate speed and device name. Now your computer is connected with PPP. If the connection fails, you can add the option to the /etc/ppp/options file and check messages on the console to track the problem. Following /etc/ppp/pppup script will make all 3 stages automatically: #!/bin/sh ps ax |grep pppd |grep -v grep pid=`ps ax |grep pppd |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing pppd, PID=' ${pid} kill ${pid} fi ps ax |grep kermit |grep -v grep pid=`ps ax |grep kermit |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing kermit, PID=' ${pid} kill -9 ${pid} fi ifconfig ppp0 down ifconfig ppp0 delete kermit -y /etc/ppp/kermit.dial pppd /dev/tty01 19200 kermit /etc/ppp/kermit.dial is a kermit script that dials and makes all necessary authorization on the remote host (an example of such a script is attached to the end of this document). Use the following /etc/ppp/pppdown script to disconnect the PPP line: #!/bin/sh pid=`ps ax |grep pppd |grep -v grep|awk '{print $1;}'` if [ X${pid} != "X" ] ; then echo 'killing pppd, PID=' ${pid} kill -TERM ${pid} fi ps ax |grep kermit |grep -v grep pid=`ps ax |grep kermit |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing kermit, PID=' ${pid} kill -9 ${pid} fi /sbin/ifconfig ppp0 down /sbin/ifconfig ppp0 delete kermit -y /etc/ppp/kermit.hup /etc/ppp/ppptest Check to see if PPP is still running by executing /usr/etc/ppp/ppptest, which should look like this: #!/bin/sh pid=`ps ax| grep pppd |grep -v grep|awk '{print $1;}'` if [ X${pid} != "X" ] ; then echo 'pppd running: PID=' ${pid-NONE} else echo 'No pppd running.' fi set -x netstat -n -I ppp0 ifconfig ppp0 To hang up the modem, execute /etc/ppp/kermit.hup, which should contain: set line /dev/tty01 ; put your modem device here set speed 19200 set file type binary set file names literal set win 8 set rec pack 1024 set send pack 1024 set block 3 set term bytesize 8 set command bytesize 8 set flow none pau 1 out +++ inp 5 OK out ATH0\13 echo \13 exit Here is an alternate method using chat instead of kermit. The following two files are sufficient to accomplish a pppd connection. /etc/ppp/options: /dev/cuaa1 115200 crtscts # enable hardware flow control modem # modem control line connect "/usr/bin/chat -f /etc/ppp/login.chat.script" noipdefault # remote PPP serve must supply your IP address. # if the remote host doesn't send your IP during # IPCP negotiation, remove this option passive # wait for LCP packets domain <your.domain> # put your domain name here : # put the IP of remote PPP host here # it will be used to route packets via PPP link # if you didn't specified the noipdefault option # change this line to <local_ip>:<remote_ip> defaultroute # put this if you want that PPP server will be # your default router /etc/ppp/login.chat.script: The following should go on a single line. ABORT BUSY ABORT 'NO CARRIER' "" AT OK ATDT<phone.number> CONNECT "" TIMEOUT 10 ogin:-\\r-ogin: <login-id> TIMEOUT 5 sword: <password> Once these are installed and modified correctly, all you need to do is run pppd, like so: &prompt.root; pppd Using <command>pppd</command> as a Server /etc/ppp/options should contain something similar to the following: crtscts # Hardware flow control netmask 255.255.255.0 # netmask ( not required ) 192.114.208.20:192.114.208.165 # ip's of local and remote hosts # local ip must be different from one # you assigned to the ethernet ( or other ) # interface on your machine. # remote IP is ip address that will be # assigned to the remote machine domain ppp.foo.com # your domain passive # wait for LCP modem # modem line The following /etc/ppp/pppserv script will enable tell pppd to behave as a server: #!/bin/sh ps ax |grep pppd |grep -v grep pid=`ps ax |grep pppd |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing pppd, PID=' ${pid} kill ${pid} fi ps ax |grep kermit |grep -v grep pid=`ps ax |grep kermit |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing kermit, PID=' ${pid} kill -9 ${pid} fi # reset ppp interface ifconfig ppp0 down ifconfig ppp0 delete # enable autoanswer mode kermit -y /etc/ppp/kermit.ans # run ppp pppd /dev/tty01 19200 Use this /etc/ppp/pppservdown script to stop the server: #!/bin/sh ps ax |grep pppd |grep -v grep pid=`ps ax |grep pppd |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing pppd, PID=' ${pid} kill ${pid} fi ps ax |grep kermit |grep -v grep pid=`ps ax |grep kermit |grep -v grep|awk '{print $1;}'` if [ "X${pid}" != "X" ] ; then echo 'killing kermit, PID=' ${pid} kill -9 ${pid} fi ifconfig ppp0 down ifconfig ppp0 delete kermit -y /etc/ppp/kermit.noans The following kermit script (/etc/ppp/kermit.ans) will enable/disable autoanswer mode on your modem. It should look like this: set line /dev/tty01 set speed 19200 set file type binary set file names literal set win 8 set rec pack 1024 set send pack 1024 set block 3 set term bytesize 8 set command bytesize 8 set flow none pau 1 out +++ inp 5 OK out ATH0\13 inp 5 OK echo \13 out ATS0=1\13 ; change this to out ATS0=0\13 if you want to disable ; autoanswer mod inp 5 OK echo \13 exit A script named /etc/ppp/kermit.dial is used for dialing and authenticating on the remote host. You will need to customize it for your needs. Put your login and password in this script; you will also need to change the input statement depending on responses from your modem and remote host. ; ; put the com line attached to the modem here: ; set line /dev/tty01 ; ; put the modem speed here: ; set speed 19200 set file type binary ; full 8 bit file xfer set file names literal set win 8 set rec pack 1024 set send pack 1024 set block 3 set term bytesize 8 set command bytesize 8 set flow none set modem hayes set dial hangup off set carrier auto ; Then SET CARRIER if necessary, set dial display on ; Then SET DIAL if necessary, set input echo on set input timeout proceed set input case ignore def \%x 0 ; login prompt counter goto slhup :slcmd ; put the modem in command mode echo Put the modem in command mode. clear ; Clear unread characters from input buffer pause 1 output +++ ; hayes escape sequence input 1 OK\13\10 ; wait for OK if success goto slhup output \13 pause 1 output at\13 input 1 OK\13\10 if fail goto slcmd ; if modem doesn't answer OK, try again :slhup ; hang up the phone clear ; Clear unread characters from input buffer pause 1 echo Hanging up the phone. output ath0\13 ; hayes command for on hook input 2 OK\13\10 if fail goto slcmd ; if no OK answer, put modem in command mode :sldial ; dial the number pause 1 echo Dialing. output atdt9,550311\13\10 ; put phone number here assign \%x 0 ; zero the time counter :look clear ; Clear unread characters from input buffer increment \%x ; Count the seconds input 1 {CONNECT } if success goto sllogin reinput 1 {NO CARRIER\13\10} if success goto sldial reinput 1 {NO DIALTONE\13\10} if success goto slnodial reinput 1 {\255} if success goto slhup reinput 1 {\127} if success goto slhup if < \%x 60 goto look else goto slhup :sllogin ; login assign \%x 0 ; zero the time counter pause 1 echo Looking for login prompt. :slloop increment \%x ; Count the seconds clear ; Clear unread characters from input buffer output \13 ; ; put your expected login prompt here: ; input 1 {Username: } if success goto sluid reinput 1 {\255} if success goto slhup reinput 1 {\127} if success goto slhup if < \%x 10 goto slloop ; try 10 times to get a login prompt else goto slhup ; hang up and start again if 10 failures :sluid ; ; put your userid here: ; output ppp-login\13 input 1 {Password: } ; ; put your password here: ; output ppp-password\13 input 1 {Entering SLIP mode.} echo quit :slnodial echo \7No dialtone. Check the telephone line!\7 exit 1 ; local variables: ; mode: csh ; comment-start: "; " ; comment-start-skip: "; " ; end: Jim Mock Contributed (from http://node.to/freebsd/how-tos/how-to-freebsd-pppoe.html) by Using <application>PPP</application> over Ethernet (PPPoE) PPPover Ethernet PPPoE PPP, over Ethernet This section describes how to set up PPP over Ethernet (PPPoE). Configuring the kernel No kernel configuration is necessary for PPPoE any longer. If the necessary netgraph support is not built into the kernel, it will be dynamically loaded by ppp. Setting up <filename>ppp.conf</filename> Here is an example of a working ppp.conf: default: set log Phase tun command # you can add more detailed logging if you wish set ifaddr 10.0.0.1/0 10.0.0.2/0 name_of_service_provider: set device PPPoE:xl1 # replace xl1 with your ethernet device set authname YOURLOGINNAME set authkey YOURPASSWORD set dial set login add default HISADDR Running <application>PPP</application> As root, you can run: &prompt.root; ppp -ddial name_of_service_provider Starting <application>PPP</application> at Boot Add the following to your /etc/rc.conf file: ppp_enable="YES" ppp_mode="ddial" ppp_nat="YES" # if you want to enable nat for your local network, otherwise NO ppp_profile="name_of_service_provider" Using a PPPoE Service tag Sometimes it will be necessary to use a service tag to establish your connection. Service tags are used to distinguish between different PPPoE servers attached to a given network. You should have been given any required service tag information in the documentation provided by your ISP. If you cannot locate it there, ask your ISP's tech support personnel. As a last resort, you could try the method suggested by the Roaring Penguin PPPoE program which can be found in the ports collection. Bear in mind however, this may de-program your modem and render it useless, so think twice before doing it. Simply install the program shipped with the modem by your provider. Then, access the System menu from the program. The name of your profile should be listed there. It is usually ISP. The profile name (service tag) will be used in the PPPoE configuration entry in ppp.conf as the provider part of the set device command (see the &man.ppp.8; manual page for full details). It should look like this: set device PPPoE:xl1:ISP Do not forget to change xl1 to the proper device for your Ethernet card. Do not forget to change ISP to the profile you have just found above. For additional information, see: Cheaper Broadband with FreeBSD on DSL by Renaud Waldura. Nutzung von T-DSL und T-Online mit FreeBSD by Udo Erdelhoff (in German). PPPoE with a 3Com HomeConnect ADSL Modem Dual Link This modem does not follow RFC 2516 (A Method for transmitting PPP over Ethernet (PPPoE), written by L. Mamakos, K. Lidl, J. Evarts, D. Carrel, D. Simone, and R. Wheeler). Instead, different packet type codes have been used for the Ethernet frames. Please complain to 3Com if you think it should comply with the PPPoE specification. In order to make FreeBSD capable of communicating with this device, a sysctl must be set. This can be done automatically at boot time by updating /etc/sysctl.conf: net.graph.nonstandard_pppoe=1 or can be done for immediate effect with the command sysctl net.graph.nonstandard_pppoe=1. Unfortunately, because this is a system-wide setting, it is not possible to talk to a normal PPPoE client or server and a 3Com HomeConnect ADSL Modem at the same time. Using <application>PPP</application> over ATM (PPPoA) PPPover ATM PPPoA PPP, over ATM The following describes how to set up PPP over ATM (PPPoA). PPPoA is a popular choice among European DSL providers. Using PPPoA with the Alcatel Speedtouch USB PPPoA support for this device is supplied as a port in FreeBSD because the firmware is distributed under Alcatel's license agreement and can not be redistributed freely with the base system of FreeBSD. To install the software, simply use the ports collection. Install the net/pppoa port and follow the instructions provided with it. Using mpd You can use mpd to connect to a variety of services, in particular pptp services. You can find mpd in the ports collection, net/mpd. First you must install the port, and then you can configure mpd to suit your requirements and provider settings. The port places a set of sample configuration files which are well documented in PREFIX/etc/mpd/. Note here that PREFIX means the directory into which your ports are installed, this defaults to /usr/local/. A complete guide to configuring mpd is available in HTML format once the port has been installed. It is placed in PREFIX/share/mpd/. Here is a sample configuration for connecting to an ADSL service with mpd. The configuration is spread over two files, first the mpd.conf. default: load adsl adsl: new -i ng0 adsl adsl set bundle authname username set bundle password password set bundle disable multilink set link no pap actcomp protocomp set link disable chap set link accept chap set link keep-alive 30 10 set ipcp no vjcomp set ipcp ranges 0.0.0.0/0 0.0.0.0/0 set iface route default set iface disable on-demand set iface enable proxy-arp set iface idle 0 open The username used to authenticate with your ISP. The password used to authenticate with your ISP. The mpd.links file contains information about the link, or links, you wish to establish. An example mpd.links to accompany the above example is given beneath. adsl: set link type pptp set pptp mode active set pptp enable originate incoming outcall set pptp self 10.0.0.140 set pptp peer 10.0.0.138 It is possible to initialise the connection easily by issuing the following command as root. &prompt.root; mpd -b adsl You can see the status of the connection with the following command. &prompt.user; ifconfig ng0 : flags=88d1<UP,POINTOPOINT,RUNNING,NOARP,SIMPLEX,MULTICAST> mtu 1500 inet 216.136.204.117 --> 204.152.186.171 netmask 0xffffffff Using mpd is the recommended way to connect to an ADSL service with &os;. Using pptpclient It is also possible to use FreeBSD to connect to other PPPoA services using net/pptpclient. To use net/pptpclient to connect to a DSL service, install the port or package and edit your /etc/ppp/ppp.conf. You will need to be root to perform both of these operations. An example section of ppp.conf is given below. For further information on ppp.conf options consult the ppp manual page, &man.ppp.8;. adsl: set log phase chat lcp ipcp ccp tun command set timeout 0 enable dns set authname username set authkey password set ifaddr 0 0 add default HISADDR The username of your account with the DSL provider. The password for your account. Because you must put your account's password in the ppp.conf file in plain text form you should make sure than nobody can read the contents of this file. The following series of commands will make sure the file is only readable by the root account. Refer to the manuals pages for &man.chmod.1; and &man.chown.8; for further information. &prompt.root; chown root:wheel /etc/ppp/ppp.conf &prompt.root; chmod 600 /etc/ppp/ppp.conf This will open a tunnel for a PPP session to your DSL router. Ethernet DSL modems have a preconfigured LAN IP address which you connect to. In the case of the Alcatel Speedtouch Home this address is 10.0.0.138. Your routers documentation should tell you which address your device uses. To open the tunnel and start a ppp session execute the following command. &prompt.root; pptp address isp You may wish to add an ampersand (&) to the end of the previous command because pptp will not return your prompt to you otherwise. A tun virtual tunnel device will be created for interaction between the pptp and ppp processes. Once you have been returned to your prompt, or the pptp process has confirmed a connection you can examine the tunnel like so. &prompt.user; ifconfig tun0 tun0: flags=8051<UP,POINTOPOINT,RUNNING,MULTICAST> mtu 1500 inet 216.136.204.21 --> 204.152.186.171 netmask 0xffffff00 Opened by PID 918 If you are unable to connect, check the configuration of your router, which is usually accessible via telnet or with a web browser. If you still cannot connect you should examine the output of the pptp command and the contents of the ppp log file, /var/log/ppp.log for clues. Satoshi Asami Originally contributed by Guy Helmer With input from Piero Serini Using SLIP SLIP Setting up a SLIP Client SLIPclient The following is one way to set up a FreeBSD machine for SLIP on a static host network. For dynamic hostname assignments (your address changes each time you dial up), you probably need to have a more complex setup. First, determine which serial port your modem is connected to. Many people setup a symbolic link, such as /dev/modem, to point to the real device name, /dev/cuaaN. This allows you to abstract the actual device name should you ever need to move the modem to a different port. It can become quite cumbersome when you need to fix a bunch of files in /etc and .kermrc files all over the system! /dev/cuaa0 is COM1, cuaa1 is COM2, etc. Make sure you have the following in your kernel configuration file: pseudo-device sl 1 It is included in the GENERIC kernel, so this should not be a problem unless you have deleted it. Things You Have to Do Only Once Add your home machine, the gateway and nameservers to your /etc/hosts file. Mine looks like this: 127.0.0.1 localhost loghost 136.152.64.181 water.CS.Example.EDU water.CS water 136.152.64.1 inr-3.CS.Example.EDU inr-3 slip-gateway 128.32.136.9 ns1.Example.EDU ns1 128.32.136.12 ns2.Example.EDU ns2 Make sure you have before in your /etc/host.conf on FreeBSD versions prior to 5.0. Since FreeBSD 5.0, the system uses the file /etc/nsswitch.conf instead, make sure you have before in the line of this file. Without these parameters funny things may happen. Edit the /etc/rc.conf file. Set your hostname by editing the line that says: hostname="myname.my.domain" Your machine's full Internet hostname should be placed here. Add sl0 to the list of network interfaces by changing the line that says: network_interfaces="lo0" to: network_interfaces="lo0 sl0" Set the startup flags of sl0 by adding a line: ifconfig_sl0="inet ${hostname} slip-gateway netmask 0xffffff00 up" default route Designate the default router by changing the line: defaultrouter="NO" to: defaultrouter="slip-gateway" Make a file /etc/resolv.conf which contains: domain CS.Example.EDU nameserver 128.32.136.9 nameserver 128.32.136.12 nameserver domain name As you can see, these set up the nameserver hosts. Of course, the actual domain names and addresses depend on your environment. Set the password for root and toor (and any other accounts that do not have a password). Reboot your machine and make sure it comes up with the correct hostname. Making a SLIP Connection SLIPconnecting with Dial up, type slip at the prompt, enter your machine name and password. What is required to be entered depends on your environment. If you use kermit, you can try a script like this: # kermit setup set modem hayes set line /dev/modem set speed 115200 set parity none set flow rts/cts set terminal bytesize 8 set file type binary # The next macro will dial up and login define slip dial 643-9600, input 10 =>, if failure stop, - output slip\x0d, input 10 Username:, if failure stop, - output silvia\x0d, input 10 Password:, if failure stop, - output ***\x0d, echo \x0aCONNECTED\x0a Of course, you have to change the hostname and password to fit yours. After doing so, you can just type slip from the kermit prompt to connect. Leaving your password in plain text anywhere in the filesystem is generally a bad idea. Do it at your own risk. Leave the kermit there (you can suspend it by Ctrl z ) and as root, type: &prompt.root; slattach -h -c -s 115200 /dev/modem If you are able to ping hosts on the other side of the router, you are connected! If it does not work, you might want to try instead of as an argument to slattach. How to Shutdown the Connection Do the following: &prompt.root; kill -INT `cat /var/run/slattach.modem.pid` to kill slattach. Keep in mind you must be root to do the above. Then go back to kermit (by running fg if you suspended it) and exit from it (q). The slattach manual page says you have to use ifconfig sl0 down to mark the interface down, but this does not seem to make any difference for me. (ifconfig sl0 reports the same thing.) Some times, your modem might refuse to drop the carrier (mine often does). In that case, simply start kermit and quit it again. It usually goes out on the second try. Troubleshooting If it does not work, feel free to ask me. The things that people tripped over so far: Not using or in slattach (This should not be fatal, but some users have reported that this solves their problems.) Using instead of (might be hard to see the difference on some fonts). Try ifconfig sl0 to see your interface status. For example, you might get: &prompt.root; ifconfig sl0 sl0: flags=10<POINTOPOINT> inet 136.152.64.181 --> 136.152.64.1 netmask ffffff00 If you get no route to host messages from ping, there may be a problem with your routing table. You can use the netstat -r command to display the current routes : &prompt.root; netstat -r Routing tables Destination Gateway Flags Refs Use IfaceMTU Rtt Netmasks: (root node) (root node) Route Tree for Protocol Family inet: (root node) => default inr-3.Example.EDU UG 8 224515 sl0 - - localhost.Exampl localhost.Example. UH 5 42127 lo0 - 0.438 inr-3.Example.ED water.CS.Example.E UH 1 0 sl0 - - water.CS.Example localhost.Example. UGH 34 47641234 lo0 - 0.438 (root node) The preceding examples are from a relatively busy system. The numbers on your system will vary depending on network activity. Setting up a SLIP Server SLIPserver This document provides suggestions for setting up SLIP Server services on a FreeBSD system, which typically means configuring your system to automatically startup connections upon login for remote SLIP clients. Prerequisites TCP/IP networking This section is very technical in nature, so background knowledge is required. It is assumed that you are familiar with the TCP/IP network protocol, and in particular, network and node addressing, network address masks, subnetting, routing, and routing protocols, such as RIP. Configuring SLIP services on a dial-up server requires a knowledge of these concepts, and if you are not familiar with them, please read a copy of either Craig Hunt's TCP/IP Network Administration published by O'Reilly & Associates, Inc. (ISBN Number 0-937175-82-X), or Douglas Comer's books on the TCP/IP protocol. modem It is further assumed that you have already setup your modem(s) and configured the appropriate system files to allow logins through your modems. If you have not prepared your system for this yet, please see the tutorial for configuring dialup services; if you have a World-Wide Web browser available, browse the list of tutorials at http://www.FreeBSD.org/. You may also want to check the manual pages for &man.sio.4; for information on the serial port device driver and &man.ttys.5;, &man.gettytab.5;, &man.getty.8;, & &man.init.8; for information relevant to configuring the system to accept logins on modems, and perhaps &man.stty.1; for information on setting serial port parameters (such as clocal for directly-connected serial interfaces). Quick Overview In its typical configuration, using FreeBSD as a SLIP server works as follows: a SLIP user dials up your FreeBSD SLIP Server system and logs in with a special SLIP login ID that uses /usr/sbin/sliplogin as the special user's shell. The sliplogin program browses the file /etc/sliphome/slip.hosts to find a matching line for the special user, and if it finds a match, connects the serial line to an available SLIP interface and then runs the shell script /etc/sliphome/slip.login to configure the SLIP interface. An Example of a SLIP Server Login For example, if a SLIP user ID were Shelmerg, Shelmerg's entry in /etc/master.passwd would look something like this: Shelmerg:password:1964:89::0:0:Guy Helmer - SLIP:/usr/users/Shelmerg:/usr/sbin/sliplogin When Shelmerg logs in, sliplogin will search /etc/sliphome/slip.hosts for a line that had a matching user ID; for example, there may be a line in /etc/sliphome/slip.hosts that reads: Shelmerg dc-slip sl-helmer 0xfffffc00 autocomp sliplogin will find that matching line, hook the serial line into the next available SLIP interface, and then execute /etc/sliphome/slip.login like this: /etc/sliphome/slip.login 0 19200 Shelmerg dc-slip sl-helmer 0xfffffc00 autocomp If all goes well, /etc/sliphome/slip.login will issue an ifconfig for the SLIP interface to which sliplogin attached itself (slip interface 0, in the above example, which was the first parameter in the list given to slip.login) to set the local IP address (dc-slip), remote IP address (sl-helmer), network mask for the SLIP interface (0xfffffc00), and any additional flags (autocomp). If something goes wrong, sliplogin usually logs good informational messages via the daemon syslog facility, which usually logs to /var/log/messages (see the manual pages for &man.syslogd.8; and &man.syslog.conf.5; and perhaps check /etc/syslog.conf to see to what syslogd is logging and where it is logging to. OK, enough of the examples — let us dive into setting up the system. Kernel Configuration kernelconfiguration FreeBSD's default kernels usually come with two SLIP interfaces defined (sl0 and sl1); you can use netstat -i to see whether these interfaces are defined in your kernel. Sample output from netstat -i: Name Mtu Network Address Ipkts Ierrs Opkts Oerrs Coll ed0 1500 <Link>0.0.c0.2c.5f.4a 291311 0 174209 0 133 ed0 1500 138.247.224 ivory 291311 0 174209 0 133 lo0 65535 <Link> 79 0 79 0 0 lo0 65535 loop localhost 79 0 79 0 0 sl0* 296 <Link> 0 0 0 0 0 sl1* 296 <Link> 0 0 0 0 0 The sl0 and sl1 interfaces shown from netstat -i indicate that there are two SLIP interfaces built into the kernel. (The asterisks after the sl0 and sl1 indicate that the interfaces are down.) However, FreeBSD's default kernel does not come configured to forward packets (by default, your FreeBSD machine will not act as a router) due to Internet RFC requirements for Internet hosts (see RFCs 1009 [Requirements for Internet Gateways], 1122 [Requirements for Internet Hosts — Communication Layers], and perhaps 1127 [A Perspective on the Host Requirements RFCs]). If you want your FreeBSD SLIP Server to act as a router, you will have to edit the /etc/rc.conf file and change the setting of the gateway_enable variable to . You will then need to reboot for the new settings to take effect. You will notice that near the end of the default kernel configuration file (/sys/i386/conf/GENERIC) is a line that reads: pseudo-device sl 2 SLIP This is the line that defines the number of SLIP devices available in the kernel; the number at the end of the line is the maximum number of SLIP connections that may be operating simultaneously. Please refer to on Configuring the FreeBSD Kernel for help in reconfiguring your kernel. Sliplogin Configuration As mentioned earlier, there are three files in the /etc/sliphome directory that are part of the configuration for /usr/sbin/sliplogin (see &man.sliplogin.8; for the actual manual page for sliplogin): slip.hosts, which defines the SLIP users and their associated IP addresses; slip.login, which usually just configures the SLIP interface; and (optionally) slip.logout, which undoes slip.login's effects when the serial connection is terminated. <filename>slip.hosts</filename> Configuration /etc/sliphome/slip.hosts contains lines which have at least four items separated by whitespace: SLIP user's login ID Local address (local to the SLIP server) of the SLIP link Remote address of the SLIP link Network mask The local and remote addresses may be host names (resolved to IP addresses by /etc/hosts or by the domain name service, depending on your specifications in the file /etc/nsswitch.conf on FreeBSD 5.X, in /etc/host.conf if you use FreeBSD 4.X), and the network mask may be a name that can be resolved by a lookup into /etc/networks. On a sample system, /etc/sliphome/slip.hosts looks like this: # # login local-addr remote-addr mask opt1 opt2 # (normal,compress,noicmp) # Shelmerg dc-slip sl-helmerg 0xfffffc00 autocomp At the end of the line is one or more of the options. — no header compression — compress headers — compress headers if the remote end allows it — disable ICMP packets (so any ping packets will be dropped instead of using up your bandwidth) SLIP TCP/IP networking Your choice of local and remote addresses for your SLIP links depends on whether you are going to dedicate a TCP/IP subnet or if you are going to use proxy ARP on your SLIP server (it is not true proxy ARP, but that is the terminology used in this section to describe it). If you are not sure which method to select or how to assign IP addresses, please refer to the TCP/IP books referenced in the SLIP Prerequisites () and/or consult your IP network manager. If you are going to use a separate subnet for your SLIP clients, you will need to allocate the subnet number out of your assigned IP network number and assign each of your SLIP client's IP numbers out of that subnet. Then, you will probably need to configure a static route to the SLIP subnet via your SLIP server on your nearest IP router. Ethernet Otherwise, if you will use the proxy ARP method, you will need to assign your SLIP client's IP addresses out of your SLIP server's Ethernet subnet, and you will also need to adjust your /etc/sliphome/slip.login and /etc/sliphome/slip.logout scripts to use &man.arp.8; to manage the proxy-ARP entries in the SLIP server's ARP table. <filename>slip.login</filename> Configuration The typical /etc/sliphome/slip.login file looks like this: #!/bin/sh - # # @(#)slip.login 5.1 (Berkeley) 7/1/90 # # generic login file for a slip line. sliplogin invokes this with # the parameters: # 1 2 3 4 5 6 7-n # slipunit ttyspeed loginname local-addr remote-addr mask opt-args # /sbin/ifconfig sl$1 inet $4 $5 netmask $6 This slip.login file merely runs ifconfig for the appropriate SLIP interface with the local and remote addresses and network mask of the SLIP interface. If you have decided to use the proxy ARP method (instead of using a separate subnet for your SLIP clients), your /etc/sliphome/slip.login file will need to look something like this: #!/bin/sh - # # @(#)slip.login 5.1 (Berkeley) 7/1/90 # # generic login file for a slip line. sliplogin invokes this with # the parameters: # 1 2 3 4 5 6 7-n # slipunit ttyspeed loginname local-addr remote-addr mask opt-args # /sbin/ifconfig sl$1 inet $4 $5 netmask $6 # Answer ARP requests for the SLIP client with our Ethernet addr /usr/sbin/arp -s $5 00:11:22:33:44:55 pub The additional line in this slip.login, arp -s $5 00:11:22:33:44:55 pub, creates an ARP entry in the SLIP server's ARP table. This ARP entry causes the SLIP server to respond with the SLIP server's Ethernet MAC address whenever another IP node on the Ethernet asks to speak to the SLIP client's IP address. EthernetMAC address When using the example above, be sure to replace the Ethernet MAC address (00:11:22:33:44:55) with the MAC address of your system's Ethernet card, or your proxy ARP will definitely not work! You can discover your SLIP server's Ethernet MAC address by looking at the results of running netstat -i; the second line of the output should look something like: ed0 1500 <Link>0.2.c1.28.5f.4a 191923 0 129457 0 116 This indicates that this particular system's Ethernet MAC address is 00:02:c1:28:5f:4a — the periods in the Ethernet MAC address given by netstat -i must be changed to colons and leading zeros should be added to each single-digit hexadecimal number to convert the address into the form that &man.arp.8; desires; see the manual page on &man.arp.8; for complete information on usage. When you create /etc/sliphome/slip.login and /etc/sliphome/slip.logout, the execute bit (chmod 755 /etc/sliphome/slip.login /etc/sliphome/slip.logout) must be set, or sliplogin will be unable to execute it. <filename>slip.logout</filename> Configuration /etc/sliphome/slip.logout is not strictly needed (unless you are implementing proxy ARP), but if you decide to create it, this is an example of a basic slip.logout script: #!/bin/sh - # # slip.logout # # logout file for a slip line. sliplogin invokes this with # the parameters: # 1 2 3 4 5 6 7-n # slipunit ttyspeed loginname local-addr remote-addr mask opt-args # /sbin/ifconfig sl$1 down If you are using proxy ARP, you will want to have /etc/sliphome/slip.logout remove the ARP entry for the SLIP client: #!/bin/sh - # # @(#)slip.logout # # logout file for a slip line. sliplogin invokes this with # the parameters: # 1 2 3 4 5 6 7-n # slipunit ttyspeed loginname local-addr remote-addr mask opt-args # /sbin/ifconfig sl$1 down # Quit answering ARP requests for the SLIP client /usr/sbin/arp -d $5 The arp -d $5 removes the ARP entry that the proxy ARP slip.login added when the SLIP client logged in. It bears repeating: make sure /etc/sliphome/slip.logout has the execute bit set after you create it (ie, chmod 755 /etc/sliphome/slip.logout). Routing Considerations SLIP routing If you are not using the proxy ARP method for routing packets between your SLIP clients and the rest of your network (and perhaps the Internet), you will probably have to add static routes to your closest default router(s) to route your SLIP client subnet via your SLIP server. Static Routes static routes Adding static routes to your nearest default routers can be troublesome (or impossible if you do not have authority to do so...). If you have a multiple-router network in your organization, some routers, such as those made by Cisco and Proteon, may not only need to be configured with the static route to the SLIP subnet, but also need to be told which static routes to tell other routers about, so some expertise and troubleshooting/tweaking may be necessary to get static-route-based routing to work. Running <command>gated</command> gated gated is proprietary software now and will not be available as source code to the public anymore (more info on the gated website). This section only exists to ensure backwards compatability for those that are still using an older version. An alternative to the headaches of static routes is to install gated on your FreeBSD SLIP server and configure it to use the appropriate routing protocols (RIP/OSPF/BGP/EGP) to tell other routers about your SLIP subnet. You'll need to write a /etc/gated.conf file to configure your gated; here is a sample, similar to what the author used on a FreeBSD SLIP server: # # gated configuration file for dc.dsu.edu; for gated version 3.5alpha5 # Only broadcast RIP information for xxx.xxx.yy out the ed Ethernet interface # # # tracing options # traceoptions "/var/tmp/gated.output" replace size 100k files 2 general ; rip yes { interface sl noripout noripin ; interface ed ripin ripout version 1 ; traceoptions route ; } ; # # Turn on a bunch of tracing info for the interface to the kernel: kernel { traceoptions remnants request routes info interface ; } ; # # Propagate the route to xxx.xxx.yy out the Ethernet interface via RIP # export proto rip interface ed { proto direct { xxx.xxx.yy mask 255.255.252.0 metric 1; # SLIP connections } ; } ; # # Accept routes from RIP via ed Ethernet interfaces import proto rip interface ed { all ; } ; RIP The above sample gated.conf file broadcasts routing information regarding the SLIP subnet xxx.xxx.yy via RIP onto the Ethernet; if you are using a different Ethernet driver than the ed driver, you will need to change the references to the ed interface appropriately. This sample file also sets up tracing to /var/tmp/gated.output for debugging gated's activity; you can certainly turn off the tracing options if gated works OK for you. You will need to change the xxx.xxx.yy's into the network address of your own SLIP subnet (be sure to change the net mask in the proto direct clause as well). Once you have installed and configured gated on your system, you will need to tell the FreeBSD startup scripts to run gated in place of routed. The easiest way to accomplish this is to set the router and router_flags variables in /etc/rc.conf. Please see the manual page for gated for information on command-line parameters. diff --git a/en_US.ISO8859-1/books/handbook/printing/chapter.sgml b/en_US.ISO8859-1/books/handbook/printing/chapter.sgml index 8463ea879d..eb0b8e9f67 100644 --- a/en_US.ISO8859-1/books/handbook/printing/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/printing/chapter.sgml @@ -1,4936 +1,4936 @@ Sean Kelly Contributed by Jim Mock Restructured and updated by Printing - + Synopsis LPD spooling system printing FreeBSD can be used to print to a wide variety of printers, from the oldest impact printer to the latest laser printers, and everything in between, allowing you to produce high quality printed output from the applications you run. FreeBSD can also be configured to act as a print server on a network; in this capacity FreeBSD can receive print jobs from a variety of other computers, including other FreeBSD computers, Windows and MacOS hosts. FreeBSD will ensure that one job at a time is printed, and can keep statistics on which users and machines are doing the most printing, produce banner pages showing who's printout is who's, and more. After reading this chapter, you will know: How to configure the FreeBSD print spooler. How to install print filters, to handle special print jobs differently, including converting incoming documents to print formats that your printers understand. How to enable header, or banner pages on your printout. How to print to printers connected to other computers. How to print to printers connected directly to the network. How to control printer restrictions, including limiting the size of print jobs, and preventing certain users from printing. How to keep printer statistics, and account for printer usage. How to troubleshoot printing problems. Before reading this chapter, you should: Know how to configure and install a new kernel (). Introduction In order to use printers with FreeBSD, you will need to set them up to work with the Berkeley line printer spooling system, also known as the LPD spooling system. It is the standard printer control system in FreeBSD. This chapter introduces the LPD spooling system, often simply called LPD, and will guide you through its configuration. If you are already familiar with LPD or another printer spooling system, you may wish to skip to section Setting up the spooling system. LPD controls everything about a host's printers. It is responsible for a number of things: It controls access to attached printers and printers attached to other hosts on the network. print jobs It enables users to submit files to be printed; these submissions are known as jobs. It prevents multiple users from accessing a printer at the same time by maintaining a queue for each printer. It can print header pages (also known as banner or burst pages) so users can easily find jobs they have printed in a stack of printouts. It takes care of communications parameters for printers connected on serial ports. It can send jobs over the network to a LPD spooler on another host. It can run special filters to format jobs to be printed for various printer languages or printer capabilities. It can account for printer usage. Through a configuration file (/etc/printcap), and by providing the special filter programs, you can enable the LPD system to do all or some subset of the above for a great variety of printer hardware. Why You Should Use the Spooler If you are the sole user of your system, you may be wondering why you should bother with the spooler when you do not need access control, header pages, or printer accounting. While it is possible to enable direct access to a printer, you should use the spooler anyway since: LPD prints jobs in the background; you do not have to wait for data to be copied to the printer. TeX LPD can conveniently run a job to be printed through filters to add date/time headers or convert a special file format (such as a TeX DVI file) into a format the printer will understand. You will not have to do these steps manually. Many free and commercial programs that provide a print feature usually expect to talk to the spooler on your system. By setting up the spooling system, you will more easily support other software you may later add or already have. Basic Setup To use printers with the LPD spooling system, you will need to set up both your printer hardware and the LPD software. This document describes two levels of setup: See section Simple Printer Setup to learn how to connect a printer, tell LPD how to communicate with it, and print plain text files to the printer. See section Advanced Printer Setup to find out how to print a variety of special file formats, to print header pages, to print across a network, to control access to printers, and to do printer accounting. Simple Printer Setup This section tells how to configure printer hardware and the LPD software to use the printer. It teaches the basics: Section Hardware Setup gives some hints on connecting the printer to a port on your computer. Section Software Setup shows how to setup the LPD spooler configuration file (/etc/printcap). If you are setting up a printer that uses a network protocol to accept data to print instead of a serial or parallel interface, see Printers With Networked Data Stream Interfaces. Although this section is called Simple Printer Setup, it is actually fairly complex. Getting the printer to work with your computer and the LPD spooler is the hardest part. The advanced options like header pages and accounting are fairly easy once you get the printer working. Hardware Setup This section tells about the various ways you can connect a printer to your PC. It talks about the kinds of ports and cables, and also the kernel configuration you may need to enable FreeBSD to speak to the printer. If you have already connected your printer and have successfully printed with it under another operating system, you can probably skip to section Software Setup. Ports and Cables Nearly all printers you can get for a PC today support one or both of the following interfaces: printer serial Serial interfaces use a serial port on your computer to send data to the printer. Serial interfaces are common in the computer industry and cables are readily available and also easy to construct. Serial interfaces sometimes need special cables and might require you to configure somewhat complex communications options. printer parallel Parallel interfaces use a parallel port on your computer to send data to the printer. Parallel interfaces are common in the PC market. Cables are readily available but more difficult to construct by hand. There are usually no communications options with parallel interfaces, making their configuration exceedingly simple. centronics parallel printers Parallel interfaces are sometimes known as Centronics interfaces, named after the connector type on the printer. In general, serial interfaces are slower than parallel interfaces. Parallel interfaces usually offer just one-way communication (computer to printer) while serial gives you two-way. Many newer parallel ports and printers can communicate in both directions under FreeBSD when a IEEE1284 compliant cable is used. PostScript Usually, the only time you need two-way communication with the printer is if the printer speaks PostScript. PostScript printers can be very verbose. In fact, PostScript jobs are actually programs sent to the printer; they need not produce paper at all and may return results directly to the computer. PostScript also uses two-way communication to tell the computer about problems, such as errors in the PostScript program or paper jams. Your users may be appreciative of such information. Furthermore, the best way to do effective accounting with a PostScript printer requires two-way communication: you ask the printer for its page count (how many pages it has printed in its lifetime), then send the user's job, then ask again for its page count. Subtract the two values and you know how much paper to charge the user. Parallel Ports To hook up a printer using a parallel interface, connect the Centronics cable between the printer and the computer. The instructions that came with the printer, the computer, or both should give you complete guidance. Remember which parallel port you used on the computer. The first parallel port is /dev/ppc0 to FreeBSD; the second is /dev/ppc1, and so on. The printer device name uses the same scheme: /dev/lpt0 for the printer on the first parallel ports etc. Serial Ports To hook up a printer using a serial interface, connect the proper serial cable between the printer and the computer. The instructions that came with the printer, the computer, or both should give you complete guidance. If you are unsure what the proper serial cable is, you may wish to try one of the following alternatives: A modem cable connects each pin of the connector on one end of the cable straight through to its corresponding pin of the connector on the other end. This type of cable is also known as a DTE-to-DCE cable. null-modem cable A null-modem cable connects some pins straight through, swaps others (send data to receive data, for example), and shorts some internally in each connector hood. This type of cable is also known as a DTE-to-DTE cable. A serial printer cable, required for some unusual printers, is like the null-modem cable, but sends some signals to their counterparts instead of being internally shorted. baud rate parity flow control protocol You should also set up the communications parameters for the printer, usually through front-panel controls or DIP switches on the printer. Choose the highest bps (bits per second, sometimes baud rate) rate that both your computer and the printer can support. Choose 7 or 8 data bits; none, even, or odd parity; and 1 or 2 stop bits. Also choose a flow control protocol: either none, or XON/XOFF (also known as in-band or software) flow control. Remember these settings for the software configuration that follows. Software Setup This section describes the software setup necessary to print with the LPD spooling system in FreeBSD. Here is an outline of the steps involved: Configure your kernel, if necessary, for the port you are using for the printer; section Kernel Configuration tells you what you need to do. Set the communications mode for the parallel port, if you are using a parallel port; section Setting the Communication Mode for the Parallel Port gives details. Test if the operating system can send data to the printer. Section Checking Printer Communications gives some suggestions on how to do this. Set up LPD for the printer by modifying the file /etc/printcap. You will find out how to do this later in this chapter. Kernel Configuration The operating system kernel is compiled to work with a specific set of devices. The serial or parallel interface for your printer is a part of that set. Therefore, it might be necessary to add support for an additional serial or parallel port if your kernel is not already configured for one. To find out if the kernel you are currently using supports a serial interface, type: &prompt.root; dmesg | grep sioN Where N is the number of the serial port, starting from zero. If you see output similar to the following: sio2 at port 0x3e8-0x3ef irq 5 on isa sio2: type 16550A then the kernel supports the port. To find out if the kernel supports a parallel interface, type: &prompt.root; dmesg | grep ppcN Where N is the number of the parallel port, starting from zero. If you see output similar to the following: 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 16/16/8 bytes threshold then the kernel supports the port. You might have to reconfigure your kernel in order for the operating system to recognize and use the parallel or serial port you are using for the printer. To add support for a serial port, see the section on kernel configuration. To add support for a parallel port, see that section and the section that follows. Adding <filename>/dev</filename> Entries for the Ports FreeBSD 5.0 includes the devfs filesystem which automatically creates device nodes as needed. If you are running a version of FreeBSD with devfs enabled then you can safely skip this section. Even though the kernel may support communication along a serial or parallel port, you will still need a software interface through which programs running on the system can send and receive data. That is what entries in the /dev directory are for. To add a /dev entry for a port: Become root with the &man.su.1; command. Enter the root password when prompted. Change to the /dev directory: &prompt.root; cd /dev Type: &prompt.root; ./MAKEDEV port Where port is the device entry for the port you want to make. Use lpt0 for the printer on the first parallel port, lpt1 for the printer on the second port, and so on; use ttyd0 for the first serial port, ttyd1 for the second, and so on. Type: &prompt.root; ls -l port to make sure the device entry got created. Setting the Communication Mode for the Parallel Port When you are using the parallel interface, you can choose whether FreeBSD should use interrupt-driven or polled communication with the printer. The generic printer device driver (&man.lpt.4;) on FreeBSD 4.X and 5.X uses the &man.ppbus.4; system, which controls the port chipset with the &man.ppc.4; driver. The interrupt-driven method is the default with the GENERIC kernel. With this method, the operating system uses an IRQ line to determine when the printer is ready for data. The polled method directs the operating system to repeatedly ask the printer if it is ready for more data. When it responds ready, the kernel sends more data. The interrupt-driven method is usually somewhat faster but uses up a precious IRQ line. Some newer HP printers are claimed not to work correctly in interrupt mode, apparently due to some (not yet exactly understood) timing problem. These printers need polled mode. You should use whichever one works. Some printers will work in both modes, but are painfully slow in interrupt mode. You can set the communications mode in two ways: by configuring the kernel or by using the &man.lptcontrol.8; program. To set the communications mode by configuring the kernel: Edit your kernel configuration file. Look for an ppc0 entry. If you are setting up the second parallel port, use ppc1 instead. Use ppc2 for the third port, and so on. If you want interrupt-driven mode, for FreeBSD 4.X add the irq specifier: device ppc0 at isa? irq N Where N is the IRQ number for your computer's parallel port. For FreeBSD 5.X, edit the following line: hint.ppc.0.irq="N" in the /boot/device.hints file and replace N with the right IRQ number. The kernel configuration file must also contain the &man.ppc.4; driver: device ppc If you want polled mode, do not add the irq specifier: For FreeBSD 4.X, use the following line in your kernel configuration file: device ppc0 at isa? For FreeBSD 5.X, simply remove in your /boot/device.hints file, the following line: hint.ppc.0.irq="N" In some cases, this is not enough to put the port in polled mode under FreeBSD 5.X. Most of time it comes from &man.acpi.4; driver, this latter is able to probe and attach devices, and therefore, control the access mode to the printer port. You should check your &man.acpi.4; configuration to correct this problem. Save the file. Then configure, build, and install the kernel, then reboot. See kernel configuration for more details. To set the communications mode with &man.lptcontrol.8;: Type: &prompt.root; lptcontrol -i -d /dev/lptN to set interrupt-driven mode for lptN. Type: &prompt.root; lptcontrol -p -d /dev/lptN to set polled-mode for lptN. You could put these commands in your /etc/rc.local file to set the mode each time your system boots. See &man.lptcontrol.8; for more information. Checking Printer Communications Before proceeding to configure the spooling system, you should make sure the operating system can successfully send data to your printer. It is a lot easier to debug printer communication and the spooling system separately. To test the printer, we will send some text to it. For printers that can immediately print characters sent to them, the program &man.lptest.1; is perfect: it generates all 96 printable ASCII characters in 96 lines. PostScript For a PostScript (or other language-based) printer, we will need a more sophisticated test. A small PostScript program, such as the following, will suffice: %!PS 100 100 moveto 300 300 lineto stroke 310 310 moveto /Helvetica findfont 12 scalefont setfont (Is this thing working?) show showpage The above PostScript code can be placed into a file and used as shown in the examples appearing in the following sections. PCL When this document refers to a printer language, it is assuming a language like PostScript, and not Hewlett Packard's PCL. Although PCL has great functionality, you can intermingle plain text with its escape sequences. PostScript cannot directly print plain text, and that is the kind of printer language for which we must make special accommodations. Checking a Parallel Printer printer parallel This section tells you how to check if FreeBSD can communicate with a printer connected to a parallel port. To test a printer on a parallel port: Become root with &man.su.1;. Send data to the printer. If the printer can print plain text, then use &man.lptest.1;. Type: &prompt.root; lptest > /dev/lptN Where N is the number of the parallel port, starting from zero. If the printer understands PostScript or other printer language, then send a small program to the printer. Type: &prompt.root; cat > /dev/lptN Then, line by line, type the program carefully as you cannot edit a line once you have pressed RETURN or ENTER. When you have finished entering the program, press CONTROL+D, or whatever your end of file key is. Alternatively, you can put the program in a file and type: &prompt.root; cat file > /dev/lptN Where file is the name of the file containing the program you want to send to the printer. You should see something print. Do not worry if the text does not look right; we will fix such things later. Checking a Serial Printer printer serial This section tells you how to check if FreeBSD can communicate with a printer on a serial port. To test a printer on a serial port: Become root with &man.su.1;. Edit the file /etc/remote. Add the following entry: printer:dv=/dev/port:br#bps-rate:pa=parity bits-per-second serial port parity Where port is the device entry for the serial port (ttyd0, ttyd1, etc.), bps-rate is the bits-per-second rate at which the printer communicates, and parity is the parity required by the printer (either even, odd, none, or zero). Here is a sample entry for a printer connected via a serial line to the third serial port at 19200 bps with no parity: printer:dv=/dev/ttyd2:br#19200:pa=none Connect to the printer with &man.tip.1;. Type: &prompt.root; tip printer If this step does not work, edit the file /etc/remote again and try using /dev/cuaaN instead of /dev/ttydN. Send data to the printer. If the printer can print plain text, then use &man.lptest.1;. Type: &prompt.user; $lptest If the printer understands PostScript or other printer language, then send a small program to the printer. Type the program, line by line, very carefully as backspacing or other editing keys may be significant to the printer. You may also need to type a special end-of-file key for the printer so it knows it received the whole program. For PostScript printers, press CONTROL+D. Alternatively, you can put the program in a file and type: &prompt.user; >file Where file is the name of the file containing the program. After &man.tip.1; sends the file, press any required end-of-file key. You should see something print. Do not worry if the text does not look right; we will fix that later. Enabling the Spooler: The <filename>/etc/printcap</filename> File At this point, your printer should be hooked up, your kernel configured to communicate with it (if necessary), and you have been able to send some simple data to the printer. Now, we are ready to configure LPD to control access to your printer. You configure LPD by editing the file /etc/printcap. The LPD spooling system reads this file each time the spooler is used, so updates to the file take immediate effect. printer capabilities The format of the &man.printcap.5; file is straightforward. Use your favorite text editor to make changes to /etc/printcap. The format is identical to other capability files like /usr/share/misc/termcap and /etc/remote. For complete information about the format, see the &man.cgetent.3;. The simple spooler configuration consists of the following steps: Pick a name (and a few convenient aliases) for the printer, and put them in the /etc/printcap file; see the Naming the Printer section for more information on naming. header pages Turn off header pages (which are on by default) by inserting the sh capability; see the Suppressing Header Pages section for more information. Make a spooling directory, and specify its location with the sd capability; see the Making the Spooling Directory section for more information. Set the /dev entry to use for the printer, and note it in /etc/printcap with the lp capability; see the Identifying the Printer Device for more information. Also, if the printer is on a serial port, set up the communication parameters with the fs, fc, xs, and xc capabilities; which is discussed in the Configuring Spooler Communications Parameters section. Install a plain text input filter; see the Installing the Text Filter section for details. Test the setup by printing something with the &man.lpr.1; command. More details are available in the Trying It Out and Troubleshooting sections. Language-based printers, such as PostScript printers, cannot directly print plain text. The simple setup outlined above and described in the following sections assumes that if you are installing such a printer you will print only files that the printer can understand. Users often expect that they can print plain text to any of the printers installed on your system. Programs that interface to LPD to do their printing usually make the same assumption. If you are installing such a printer and want to be able to print jobs in the printer language and print plain text jobs, you are strongly urged to add an additional step to the simple setup outlined above: install an automatic plain-text-to-PostScript (or other printer language) conversion program. The section entitled Accommodating Plain Text Jobs on PostScript Printers tells how to do this. Naming the Printer The first (easy) step is to pick a name for your printer It really does not matter whether you choose functional or whimsical names since you can also provide a number of aliases for the printer. At least one of the printers specified in the /etc/printcap should have the alias lp. This is the default printer's name. If users do not have the PRINTER environment variable nor specify a printer name on the command line of any of the LPD commands, then lp will be the default printer they get to use. Also, it is common practice to make the last alias for a printer be a full description of the printer, including make and model. Once you have picked a name and some common aliases, put them in the /etc/printcap file. The name of the printer should start in the leftmost column. Separate each alias with a vertical bar and put a colon after the last alias. In the following example, we start with a skeletal /etc/printcap that defines two printers (a Diablo 630 line printer and a Panasonic KX-P4455 PostScript laser printer): # # /etc/printcap for host rose # rattan|line|diablo|lp|Diablo 630 Line Printer: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4: In this example, the first printer is named rattan and has as aliases line, diablo, lp, and Diablo 630 Line Printer. Since it has the alias lp, it is also the default printer. The second is named bamboo, and has as aliases ps, PS, S, panasonic, and Panasonic KX-P4455 PostScript v51.4. Suppressing Header Pages printing header pages The LPD spooling system will by default print a header page for each job. The header page contains the user name who requested the job, the host from which the job came, and the name of the job, in nice large letters. Unfortunately, all this extra text gets in the way of debugging the simple printer setup, so we will suppress header pages. To suppress header pages, add the sh capability to the entry for the printer in /etc/printcap. Here is an example /etc/printcap with sh added: # # /etc/printcap for host rose - no header pages anywhere # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh: Note how we used the correct format: the first line starts in the leftmost column, and subsequent lines are indented with a single TAB. Every line in an entry except the last ends in a backslash character. Making the Spooling Directory printer spool print jobs The next step in the simple spooler setup is to make a spooling directory, a directory where print jobs reside until they are printed, and where a number of other spooler support files live. Because of the variable nature of spooling directories, it is customary to put these directories under /var/spool. It is not necessary to backup the contents of spooling directories, either. Recreating them is as simple as running &man.mkdir.1;. It is also customary to make the directory with a name that is identical to the name of the printer, as shown below: &prompt.root; mkdir /var/spool/printer-name However, if you have a lot of printers on your network, you might want to put the spooling directories under a single directory that you reserve just for printing with LPD. We will do this for our two example printers rattan and bamboo: &prompt.root; mkdir /var/spool/lpd &prompt.root; mkdir /var/spool/lpd/rattan &prompt.root; mkdir /var/spool/lpd/bamboo If you are concerned about the privacy of jobs that users print, you might want to protect the spooling directory so it is not publicly accessible. Spooling directories should be owned and be readable, writable, and searchable by user daemon and group daemon, and no one else. We will do this for our example printers: &prompt.root; chown daemon:daemon /var/spool/lpd/rattan &prompt.root; chown daemon:daemon /var/spool/lpd/bamboo &prompt.root; chmod 770 /var/spool/lpd/rattan &prompt.root; chmod 770 /var/spool/lpd/bamboo Finally, you need to tell LPD about these directories using the /etc/printcap file. You specify the pathname of the spooling directory with the sd capability: # # /etc/printcap for host rose - added spooling directories # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo: Note that the name of the printer starts in the first column but all other entries describing the printer should be indented with a tab and each line escaped with a backslash. If you do not specify a spooling directory with sd, the spooling system will use /var/spool/lpd as a default. Identifying the Printer Device In the Adding /dev Entries for the Ports section, we identified which entry in the /dev directory FreeBSD will use to communicate with the printer. Now, we tell LPD that information. When the spooling system has a job to print, it will open the specified device on behalf of the filter program (which is responsible for passing data to the printer). List the /dev entry pathname in the /etc/printcap file using the lp capability. In our running example, let us assume that rattan is on the first parallel port, and bamboo is on a sixth serial port; here are the additions to /etc/printcap: # # /etc/printcap for host rose - identified what devices to use # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5: If you do not specify the lp capability for a printer in your /etc/printcap file, LPD uses /dev/lp as a default. /dev/lp currently does not exist in FreeBSD. If the printer you are installing is connected to a parallel port, skip to the section entitled, Installing the Text Filter. Otherwise, be sure to follow the instructions in the next section. Configuring Spooler Communication Parameters printer serial For printers on serial ports, LPD can set up the bps rate, parity, and other serial communication parameters on behalf of the filter program that sends data to the printer. This is advantageous since: It lets you try different communication parameters by simply editing the /etc/printcap file; you do not have to recompile the filter program. It enables the spooling system to use the same filter program for multiple printers which may have different serial communication settings. The following /etc/printcap capabilities control serial communication parameters of the device listed in the lp capability: br#bps-rate Sets the communications speed of the device to bps-rate, where bps-rate can be 50, 75, 110, 134, 150, 200, 300, 600, 1200, 1800, 2400, 4800, 9600, 19200, or 38400 bits-per-second. fc#clear-bits Clears the flag bits clear-bits in the sgttyb structure after opening the device. fs#set-bits Sets the flag bits set-bits in the sgttyb structure. xc#clear-bits Clears local mode bits clear-bits after opening the device. xs#set-bits Sets local mode bits set-bits. For more information on the bits for the fc, fs, xc, and xs capabilities, see the file /usr/include/sys/ioctl_compat.h. When LPD opens the device specified by the lp capability, it reads the flag bits in the sgttyb structure; it clears any bits in the fc capability, then sets bits in the fs capability, then applies the resultant setting. It does the same for the local mode bits as well. Let us add to our example printer on the sixth serial port. We will set the bps rate to 38400. For the flag bits, we will set the TANDEM, ANYP, LITOUT, FLUSHO, and PASS8 flags. For the local mode bits, we will set the LITOUT and PASS8 flags: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5:fs#0x82000c1:xs#0x820: Installing the Text Filter print filters We are now ready to tell LPD what text filter to use to send jobs to the printer. A text filter, also known as an input filter, is a program that LPD runs when it has a job to print. When LPD runs the text filter for a printer, it sets the filter's standard input to the job to print, and its standard output to the printer device specified with the lp capability. The filter is expected to read the job from standard input, perform any necessary translation for the printer, and write the results to standard output, which will get printed. For more information on the text filter, see the Filters section. For our simple printer setup, the text filter can be a small shell script that just executes /bin/cat to send the job to the printer. FreeBSD comes with another filter called lpf that handles backspacing and underlining for printers that might not deal with such character streams well. And, of course, you can use any other filter program you want. The filter lpf is described in detail in section entitled lpf: a Text Filter. First, let us make the shell script /usr/local/libexec/if-simple be a simple text filter. Put the following text into that file with your favorite text editor: #!/bin/sh # # if-simple - Simple text input filter for lpd # Installed in /usr/local/libexec/if-simple # # Simply copies stdin to stdout. Ignores all filter arguments. /bin/cat && exit 0 exit 2 Make the file executable: &prompt.root; chmod 555 /usr/local/libexec/if-simple And then tell LPD to use it by specifying it with the if capability in /etc/printcap. We will add it to the two printers we have so far in the example /etc/printcap: # # /etc/printcap for host rose - added text filter # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:\ :if=/usr/local/libexec/if-simple: Turn on <application>LPD</application> &man.lpd.8; is run from /etc/rc, controlled by the lpd_enable variable. This variable defaults to NO. If you have not done so already, add the line: lpd_enable="YES" to /etc/rc.conf, and then either restart your machine, or just run &man.lpd.8;. &prompt.root; lpd Trying It Out You have reached the end of the simple LPD setup. Unfortunately, congratulations are not quite yet in order, since we still have to test the setup and correct any problems. To test the setup, try printing something. To print with the LPD system, you use the command &man.lpr.1;, which submits a job for printing. You can combine &man.lpr.1; with the &man.lptest.1; program, introduced in section Checking Printer Communications to generate some test text. To test the simple LPD setup: Type: &prompt.root; lptest 20 5 | lpr -Pprinter-name Where printer-name is a the name of a printer (or an alias) specified in /etc/printcap. To test the default printer, type &man.lpr.1; without any argument. Again, if you are testing a printer that expects PostScript, send a PostScript program in that language instead of using &man.lptest.1;. You can do so by putting the program in a file and typing lpr file. For a PostScript printer, you should get the results of the program. If you are using &man.lptest.1;, then your results should look like the following: !"#$%&'()*+,-./01234 "#$%&'()*+,-./012345 #$%&'()*+,-./0123456 $%&'()*+,-./01234567 %&'()*+,-./012345678 To further test the printer, try downloading larger programs (for language-based printers) or running &man.lptest.1; with different arguments. For example, lptest 80 60 will produce 60 lines of 80 characters each. If the printer did not work, see the Troubleshooting section. Advanced Printer Setup This section describes filters for printing specially formatted files, header pages, printing across networks, and restricting and accounting for printer usage. Filters print filters Although LPD handles network protocols, queuing, access control, and other aspects of printing, most of the real work happens in the filters. Filters are programs that communicate with the printer and handle its device dependencies and special requirements. In the simple printer setup, we installed a plain text filter—an extremely simple one that should work with most printers (section Installing the Text Filter). However, in order to take advantage of format conversion, printer accounting, specific printer quirks, and so on, you should understand how filters work. It will ultimately be the filter's responsibility to handle these aspects. And the bad news is that most of the time you have to provide filters yourself. The good news is that many are generally available; when they are not, they are usually easy to write. Also, FreeBSD comes with one, /usr/libexec/lpr/lpf, that works with many printers that can print plain text. (It handles backspacing and tabs in the file, and does accounting, but that is about all it does.) There are also several filters and filter components in the FreeBSD Ports Collection. Here is what you will find in this section: Section How Filters Work, tries to give an overview of a filter's role in the printing process. You should read this section to get an understanding of what is happening under the hood when LPD uses filters. This knowledge could help you anticipate and debug problems you might encounter as you install more and more filters on each of your printers. LPD expects every printer to be able to print plain text by default. This presents a problem for PostScript (or other language-based printers) which cannot directly print plain text. Section Accommodating Plain Text Jobs on PostScript Printers tells you what you should do to overcome this problem. You should read this section if you have a PostScript printer. PostScript is a popular output format for many programs. Even some people (myself included) write PostScript code directly. But PostScript printers are expensive. Section Simulating PostScript on Non-PostScript Printers tells how you can further modify a printer's text filter to accept and print PostScript data on a non-PostScript printer. You should read this section if you do not have a PostScript printer. Section Conversion Filters tells about a way you can automate the conversion of specific file formats, such as graphic or typesetting data, into formats your printer can understand. After reading this section, you should be able to set up your printers such that users can type lpr -t to print troff data, or lpr -d to print TeX DVI data, or lpr -v to print raster image data, and so forth. I recommend reading this section. Section Output Filters tells all about a not often used feature of LPD: output filters. Unless you are printing header pages (see Header Pages), you can probably skip that section altogether. Section lpf: a Text Filter describes lpf, a fairly complete if simple text filter for line printers (and laser printers that act like line printers) that comes with FreeBSD. If you need a quick way to get printer accounting working for plain text, or if you have a printer which emits smoke when it sees backspace characters, you should definitely consider lpf. How Filters Work As mentioned before, a filter is an executable program started by LPD to handle the device-dependent part of communicating with the printer. When LPD wants to print a file in a job, it starts a filter program. It sets the filter's standard input to the file to print, its standard output to the printer, and its standard error to the error logging file (specified in the lf capability in /etc/printcap, or /dev/console by default). troff Which filter LPD starts and the filter's arguments depend on what is listed in the /etc/printcap file and what arguments the user specified for the job on the &man.lpr.1; command line. For example, if the user typed lpr -t, LPD would start the troff filter, listed in the tf capability for the destination printer. If the user wanted to print plain text, it would start the if filter (this is mostly true: see Output Filters for details). There are three kinds of filters you can specify in /etc/printcap: The text filter, confusingly called the input filter in LPD documentation, handles regular text printing. Think of it as the default filter. LPD expects every printer to be able to print plain text by default, and it is the text filter's job to make sure backspaces, tabs, or other special characters do not confuse the printer. If you are in an environment where you have to account for printer usage, the text filter must also account for pages printed, usually by counting the number of lines printed and comparing that to the number of lines per page the printer supports. The text filter is started with the following argument list: filter-name -c -wwidth -llength -iindent -n login -h host acct-file where appears if the job is submitted with lpr -l width is the value from the pw (page width) capability specified in /etc/printcap, default 132 length is the value from the pl (page length) capability, default 66 indent is the amount of the indentation from lpr -i, default 0 login is the account name of the user printing the file host is the host name from which the job was submitted acct-file is the name of the accounting file from the af capability. printer filters A conversion filter converts a specific file format into one the printer can render onto paper. For example, ditroff typesetting data cannot be directly printed, but you can install a conversion filter for ditroff files to convert the ditroff data into a form the printer can digest and print. Section Conversion Filters tells all about them. Conversion filters also need to do accounting, if you need printer accounting. Conversion filters are started with the following arguments: filter-name -xpixel-width -ypixel-height -n login -h host acct-file where pixel-width is the value from the px capability (default 0) and pixel-height is the value from the py capability (default 0). The output filter is used only if there is no text filter, or if header pages are enabled. In my experience, output filters are rarely used. Section Output Filters describe them. There are only two arguments to an output filter: filter-name -wwidth -llength which are identical to the text filters and arguments. Filters should also exit with the following exit status: exit 0 If the filter printed the file successfully. exit 1 If the filter failed to print the file but wants LPD to try to print the file again. LPD will restart a filter if it exits with this status. exit 2 If the filter failed to print the file and does not want LPD to try again. LPD will throw out the file. The text filter that comes with the FreeBSD release, /usr/libexec/lpr/lpf, takes advantage of the page width and length arguments to determine when to send a form feed and how to account for printer usage. It uses the login, host, and accounting file arguments to make the accounting entries. If you are shopping for filters, see if they are LPD-compatible. If they are, they must support the argument lists described above. If you plan on writing filters for general use, then have them support the same argument lists and exit codes. Accommodating Plain Text Jobs on PostScript Printers print jobs If you are the only user of your computer and PostScript (or other language-based) printer, and you promise to never send plain text to your printer and to never use features of various programs that will want to send plain text to your printer, then you do not need to worry about this section at all. But, if you would like to send both PostScript and plain text jobs to the printer, then you are urged to augment your printer setup. To do so, we have the text filter detect if the arriving job is plain text or PostScript. All PostScript jobs must start with %! (for other printer languages, see your printer documentation). If those are the first two characters in the job, we have PostScript, and can pass the rest of the job directly. If those are not the first two characters in the file, then the filter will convert the text into PostScript and print the result. How do we do this? printer serial If you have got a serial printer, a great way to do it is to install lprps. lprps is a PostScript printer filter which performs two-way communication with the printer. It updates the printer's status file with verbose information from the printer, so users and administrators can see exactly what the state of the printer is (such as toner low or paper jam). But more importantly, it includes a program called psif which detects whether the incoming job is plain text and calls textps (another program that comes with lprps) to convert it to PostScript. It then uses lprps to send the job to the printer. lprps is part of the FreeBSD Ports Collection (see The Ports Collection). You can fetch, build and install it yourself, of course. After installing lprps, just specify the pathname to the psif program that is part of lprps. If you installed lprps from the ports collection, use the following in the serial PostScript printer's entry in /etc/printcap: :if=/usr/local/libexec/psif: You should also specify the rw capability; that tells LPD to open the printer in read-write mode. If you have a parallel PostScript printer (and therefore cannot use two-way communication with the printer, which lprps needs), you can use the following shell script as the text filter: #!/bin/sh # # psif - Print PostScript or plain text on a PostScript printer # Script version; NOT the version that comes with lprps # Installed in /usr/local/libexec/psif # IFS="" read -r first_line first_two_chars=`expr "$first_line" : '\(..\)'` if [ "$first_two_chars" = "%!" ]; then # # PostScript job, print it. # echo "$first_line" && cat && printf "\004" && exit 0 exit 2 else # # Plain text, convert it, then print it. # ( echo "$first_line"; cat ) | /usr/local/bin/textps && printf "\004" && exit 0 exit 2 fi In the above script, textps is a program we installed separately to convert plain text to PostScript. You can use any text-to-PostScript program you wish. The FreeBSD Ports Collection (see The Ports Collection) includes a full featured text-to-PostScript program called a2ps that you might want to investigate. Simulating PostScript on Non-PostScript Printers PostScript emulating Ghostscript PostScript is the de facto standard for high quality typesetting and printing. PostScript is, however, an expensive standard. Thankfully, Alladin Enterprises has a free PostScript work-alike called Ghostscript that runs with FreeBSD. Ghostscript can read most PostScript files and can render their pages onto a variety of devices, including many brands of non-PostScript printers. By installing Ghostscript and using a special text filter for your printer, you can make your non-PostScript printer act like a real PostScript printer. Ghostscript is in the FreeBSD Ports Collection, if you would like to install it from there. You can fetch, build, and install it quite easily yourself, as well. To simulate PostScript, we have the text filter detect if it is printing a PostScript file. If it is not, then the filter will pass the file directly to the printer; otherwise, it will use Ghostscript to first convert the file into a format the printer will understand. Here is an example: the following script is a text filter for Hewlett Packard DeskJet 500 printers. For other printers, substitute the argument to the gs (Ghostscript) command. (Type gs -h to get a list of devices the current installation of Ghostscript supports.) #!/bin/sh # # ifhp - Print Ghostscript-simulated PostScript on a DeskJet 500 # Installed in /usr/local/libexec/hpif # # Treat LF as CR+LF: # printf "\033&k2G" || exit 2 # # Read first two characters of the file # IFS="" read -r first_line first_two_chars=`expr "$first_line" : '\(..\)'` if [ "$first_two_chars" = "%!" ]; then # # It is PostScript; use Ghostscript to scan-convert and print it. # # Note that PostScript files are actually interpreted programs, # and those programs are allowed to write to stdout, which will # mess up the printed output. So, we redirect stdout to stderr # and then make descriptor 3 go to stdout, and have Ghostscript # write its output there. Exercise for the clever reader: # capture the stderr output from Ghostscript and mail it back to # the user originating the print job. # exec 3>&1 1>&2 /usr/local/bin/gs -dSAFER -dNOPAUSE -q -sDEVICE=djet500 \ -sOutputFile=/dev/fd/3 - && exit 0 # /usr/local/bin/gs -dSAFER -dNOPAUSE -q -sDEVICE=djet500 -sOutputFile=- - \ && exit 0 else # # Plain text or HP/PCL, so just print it directly; print a form feed # at the end to eject the last page. # echo "$first_line" && cat && printf "\033&l0H" && exit 0 fi exit 2 Finally, you need to notify LPD of the filter via the if capability: :if=/usr/local/libexec/ifhp: That is it. You can type lpr plain.text and lpr whatever.ps and both should print successfully. Conversion Filters After completing the simple setup described in Simple Printer Setup, the first thing you will probably want to do is install conversion filters for your favorite file formats (besides plain ASCII text). Why Install Conversion Filters? TeX printing dvi files Conversion filters make printing various kinds of files easy. As an example, suppose we do a lot of work with the TeX typesetting system, and we have a PostScript printer. Every time we generate a DVI file from TeX, we cannot print it directly until we convert the DVI file into PostScript. The command sequence goes like this: &prompt.user; dvips seaweed-analysis.dvi &prompt.user; lpr seaweed-analysis.ps By installing a conversion filter for DVI files, we can skip the hand conversion step each time by having LPD do it for us. Now, each time we get a DVI file, we are just one step away from printing it: &prompt.user; lpr -d seaweed-analysis.dvi We got LPD to do the DVI file conversion for us by specifying the option. Section Formatting and Conversion Options lists the conversion options. For each of the conversion options you want a printer to support, install a conversion filter and specify its pathname in /etc/printcap. A conversion filter is like the text filter for the simple printer setup (see section Installing the Text Filter) except that instead of printing plain text, the filter converts the file into a format the printer can understand. Which Conversions Filters Should I Install? You should install the conversion filters you expect to use. If you print a lot of DVI data, then a DVI conversion filter is in order. If you have got plenty of troff to print out, then you probably want a troff filter. The following table summarizes the filters that LPD works with, their capability entries for the /etc/printcap file, and how to invoke them with the lpr command: File type /etc/printcap capability lpr option cifplot cf DVI df plot gf ditroff nf FORTRAN text rf troff rf raster vf plain text if none, , or In our example, using lpr -d means the printer needs a df capability in its entry in /etc/printcap. fortran Despite what others might contend, formats like FORTRAN text and plot are probably obsolete. At your site, you can give new meanings to these or any of the formatting options just by installing custom filters. For example, suppose you would like to directly print Printerleaf files (files from the Interleaf desktop publishing program), but will never print plot files. You could install a Printerleaf conversion filter under the gf capability and then educate your users that lpr -g mean print Printerleaf files. Installing Conversion Filters Since conversion filters are programs you install outside of the base FreeBSD installation, they should probably go under /usr/local. The directory /usr/local/libexec is a popular location, since they are specialized programs that only LPD will run; regular users should not ever need to run them. To enable a conversion filter, specify its pathname under the appropriate capability for the destination printer in /etc/printcap. In our example, we will add the DVI conversion filter to the entry for the printer named bamboo. Here is the example /etc/printcap file again, with the new df capability for the printer bamboo. # # /etc/printcap for host rose - added df filter for bamboo # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: The DVI filter is a shell script named /usr/local/libexec/psdf. Here is that script: #!/bin/sh # # psdf - DVI to PostScript printer filter # Installed in /usr/local/libexec/psdf # # Invoked by lpd when user runs lpr -d # exec /usr/local/bin/dvips -f | /usr/local/libexec/lprps "$@" This script runs dvips in filter mode (the argument) on standard input, which is the job to print. It then starts the PostScript printer filter lprps (see section Accommodating Plain Text Jobs on PostScript Printers) with the arguments LPD passed to this script. lprps will use those arguments to account for the pages printed. More Conversion Filter Examples Since there is no fixed set of steps to install conversion filters, let me instead provide more examples. Use these as guidance to making your own filters. Use them directly, if appropriate. This example script is a raster (well, GIF file, actually) conversion filter for a Hewlett Packard LaserJet III-Si printer: #!/bin/sh # # hpvf - Convert GIF files into HP/PCL, then print # Installed in /usr/local/libexec/hpvf PATH=/usr/X11R6/bin:$PATH; export PATH giftopnm | ppmtopgm | pgmtopbm | pbmtolj -resolution 300 \ && exit 0 \ || exit 2 It works by converting the GIF file into a portable anymap, converting that into a portable graymap, converting that into a portable bitmap, and converting that into LaserJet/PCL-compatible data. Here is the /etc/printcap file with an entry for a printer using the above filter: # # /etc/printcap for host orchid # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sh:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/hpif:\ :vf=/usr/local/libexec/hpvf: The following script is a conversion filter for troff data from the groff typesetting system for the PostScript printer named bamboo: #!/bin/sh # # pstf - Convert groff's troff data into PS, then print. # Installed in /usr/local/libexec/pstf # exec grops | /usr/local/libexec/lprps "$@" The above script makes use of lprps again to handle the communication with the printer. If the printer were on a parallel port, we would use this script instead: #!/bin/sh # # pstf - Convert groff's troff data into PS, then print. # Installed in /usr/local/libexec/pstf # exec grops That is it. Here is the entry we need to add to /etc/printcap to enable the filter: :tf=/usr/local/libexec/pstf: Here is an example that might make old hands at FORTRAN blush. It is a FORTRAN-text filter for any printer that can directly print plain text. We will install it for the printer teak: #!/bin/sh # # hprf - FORTRAN text filter for LaserJet 3si: # Installed in /usr/local/libexec/hprf # printf "\033&k2G" && fpr && printf "\033&l0H" && exit 0 exit 2 And we will add this line to the /etc/printcap for the printer teak to enable this filter: :rf=/usr/local/libexec/hprf: Here is one final, somewhat complex example. We will add a DVI filter to the LaserJet printer teak introduced earlier. First, the easy part: updating /etc/printcap with the location of the DVI filter: :df=/usr/local/libexec/hpdf: Now, for the hard part: making the filter. For that, we need a DVI-to-LaserJet/PCL conversion program. The FreeBSD Ports Collection (see The Ports Collection) has one: dvi2xx is the name of the package. Installing this package gives us the program we need, dvilj2p, which converts DVI into LaserJet IIp, LaserJet III, and LaserJet 2000 compatible codes. dvilj2p makes the filter hpdf quite complex since dvilj2p cannot read from standard input. It wants to work with a filename. What is worse, the filename has to end in .dvi so using /dev/fd/0 for standard input is problematic. We can get around that problem by linking (symbolically) a temporary file name (one that ends in .dvi) to /dev/fd/0, thereby forcing dvilj2p to read from standard input. The only other fly in the ointment is the fact that we cannot use /tmp for the temporary link. Symbolic links are owned by user and group bin. The filter runs as user daemon. And the /tmp directory has the sticky bit set. The filter can create the link, but it will not be able clean up when done and remove it since the link will belong to a different user. Instead, the filter will make the symbolic link in the current working directory, which is the spooling directory (specified by the sd capability in /etc/printcap). This is a perfect place for filters to do their work, especially since there is (sometimes) more free disk space in the spooling directory than under /tmp. Here, finally, is the filter: #!/bin/sh # # hpdf - Print DVI data on HP/PCL printer # Installed in /usr/local/libexec/hpdf PATH=/usr/local/bin:$PATH; export PATH # # Define a function to clean up our temporary files. These exist # in the current directory, which will be the spooling directory # for the printer. # cleanup() { rm -f hpdf$$.dvi } # # Define a function to handle fatal errors: print the given message # and exit 2. Exiting with 2 tells LPD to do not try to reprint the # job. # fatal() { echo "$@" 1>&2 cleanup exit 2 } # # If user removes the job, LPD will send SIGINT, so trap SIGINT # (and a few other signals) to clean up after ourselves. # trap cleanup 1 2 15 # # Make sure we are not colliding with any existing files. # cleanup # # Link the DVI input file to standard input (the file to print). # ln -s /dev/fd/0 hpdf$$.dvi || fatal "Cannot symlink /dev/fd/0" # # Make LF = CR+LF # printf "\033&k2G" || fatal "Cannot initialize printer" # # Convert and print. Return value from dvilj2p does not seem to be # reliable, so we ignore it. # dvilj2p -M1 -q -e- dfhp$$.dvi # # Clean up and exit # cleanup exit 0 Automated Conversion: An Alternative To Conversion Filters All these conversion filters accomplish a lot for your printing environment, but at the cost forcing the user to specify (on the &man.lpr.1; command line) which one to use. If your users are not particularly computer literate, having to specify a filter option will become annoying. What is worse, though, is that an incorrectly specified filter option may run a filter on the wrong type of file and cause your printer to spew out hundreds of sheets of paper. Rather than install conversion filters at all, you might want to try having the text filter (since it is the default filter) detect the type of file it has been asked to print and then automatically run the right conversion filter. Tools such as file can be of help here. Of course, it will be hard to determine the differences between some file types—and, of course, you can still provide conversion filters just for them. apsfilter printer filters apsfilter The FreeBSD Ports Collection has a text filter that performs automatic conversion called apsfilter. It can detect plain text, PostScript, and DVI files, run the proper conversions, and print. Output Filters The LPD spooling system supports one other type of filter that we have not yet explored: an output filter. An output filter is intended for printing plain text only, like the text filter, but with many simplifications. If you are using an output filter but no text filter, then: LPD starts an output filter once for the entire job instead of once for each file in the job. LPD does not make any provision to identify the start or the end of files within the job for the output filter. LPD does not pass the user's login or host to the filter, so it is not intended to do accounting. In fact, it gets only two arguments: filter-name -wwidth -llength Where width is from the pw capability and length is from the pl capability for the printer in question. Do not be seduced by an output filter's simplicity. If you would like each file in a job to start on a different page an output filter will not work. Use a text filter (also known as an input filter); see section Installing the Text Filter. Furthermore, an output filter is actually more complex in that it has to examine the byte stream being sent to it for special flag characters and must send signals to itself on behalf of LPD. However, an output filter is necessary if you want header pages and need to send escape sequences or other initialization strings to be able to print the header page. (But it is also futile if you want to charge header pages to the requesting user's account, since LPD does not give any user or host information to the output filter.) On a single printer, LPD allows both an output filter and text or other filters. In such cases, LPD will start the output filter to print the header page (see section Header Pages) only. LPD then expects the output filter to stop itself by sending two bytes to the filter: ASCII 031 followed by ASCII 001. When an output filter sees these two bytes (031, 001), it should stop by sending SIGSTOP to itself. When LPD's done running other filters, it will restart the output filter by sending SIGCONT to it. If there is an output filter but no text filter and LPD is working on a plain text job, LPD uses the output filter to do the job. As stated before, the output filter will print each file of the job in sequence with no intervening form feeds or other paper advancement, and this is probably not what you want. In almost all cases, you need a text filter. The program lpf, which we introduced earlier as a text filter, can also run as an output filter. If you need a quick-and-dirty output filter but do not want to write the byte detection and signal sending code, try lpf. You can also wrap lpf in a shell script to handle any initialization codes the printer might require. <command>lpf</command>: a Text Filter The program /usr/libexec/lpr/lpf that comes with FreeBSD binary distribution is a text filter (input filter) that can indent output (job submitted with lpr -i), allow literal characters to pass (job submitted with lpr -l), adjust the printing position for backspaces and tabs in the job, and account for pages printed. It can also act like an output filter. lpf is suitable for many printing environments. And although it has no capability to send initialization sequences to a printer, it is easy to write a shell script to do the needed initialization and then execute lpf. page accounting accounting printer In order for lpf to do page accounting correctly, it needs correct values filled in for the pw and pl capabilities in the /etc/printcap file. It uses these values to determine how much text can fit on a page and how many pages were in a user's job. For more information on printer accounting, see Accounting for Printer Usage. Header Pages If you have lots of users, all of them using various printers, then you probably want to consider header pages as a necessary evil. banner pages header pages header pages Header pages, also known as banner or burst pages identify to whom jobs belong after they are printed. They are usually printed in large, bold letters, perhaps with decorative borders, so that in a stack of printouts they stand out from the real documents that comprise users' jobs. They enable users to locate their jobs quickly. The obvious drawback to a header page is that it is yet one more sheet that has to be printed for every job, their ephemeral usefulness lasting not more than a few minutes, ultimately finding themselves in a recycling bin or rubbish heap. (Note that header pages go with each job, not each file in a job, so the paper waste might not be that bad.) The LPD system can provide header pages automatically for your printouts if your printer can directly print plain text. If you have a PostScript printer, you will need an external program to generate the header page; see Header Pages on PostScript Printers. Enabling Header Pages In the Simple Printer Setup section, we turned off header pages by specifying sh (meaning suppress header) in the /etc/printcap file. To enable header pages for a printer, just remove the sh capability. Sounds too easy, right? You are right. You might have to provide an output filter to send initialization strings to the printer. Here is an example output filter for Hewlett Packard PCL-compatible printers: #!/bin/sh # # hpof - Output filter for Hewlett Packard PCL-compatible printers # Installed in /usr/local/libexec/hpof printf "\033&k2G" || exit 2 exec /usr/libexec/lpr/lpf Specify the path to the output filter in the of capability. See the Output Filters section for more information. Here is an example /etc/printcap file for the printer teak that we introduced earlier; we enabled header pages and added the above output filter: # # /etc/printcap for host orchid # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/hpif:\ :vf=/usr/local/libexec/hpvf:\ :of=/usr/local/libexec/hpof: Now, when users print jobs to teak, they get a header page with each job. If users want to spend time searching for their printouts, they can suppress header pages by submitting the job with lpr -h; see the Header Page Options section for more &man.lpr.1; options. LPD prints a form feed character after the header page. If your printer uses a different character or sequence of characters to eject a page, specify them with the ff capability in /etc/printcap. Controlling Header Pages By enabling header pages, LPD will produce a long header, a full page of large letters identifying the user, host, and job. Here is an example (kelly printed the job named outline from host rose): k ll ll k l l k l l k k eeee l l y y k k e e l l y y k k eeeeee l l y y kk k e l l y y k k e e l l y yy k k eeee lll lll yyy y y y y yyyy ll t l i t l oooo u u ttttt l ii n nnn eeee o o u u t l i nn n e e o o u u t l i n n eeeeee o o u u t l i n n e o o u uu t t l i n n e e oooo uuu u tt lll iii n n eeee r rrr oooo ssss eeee rr r o o s s e e r o o ss eeeeee r o o ss e r o o s s e e r oooo ssss eeee Job: outline Date: Sun Sep 17 11:04:58 1995 LPD appends a form feed after this text so the job starts on a new page (unless you have sf (suppress form feeds) in the destination printer's entry in /etc/printcap). If you prefer, LPD can make a short header; specify sb (short banner) in the /etc/printcap file. The header page will look like this: rose:kelly Job: outline Date: Sun Sep 17 11:07:51 1995 Also by default, LPD prints the header page first, then the job. To reverse that, specify hl (header last) in /etc/printcap. Accounting for Header Pages Using LPD's built-in header pages enforces a particular paradigm when it comes to printer accounting: header pages must be free of charge. Why? Because the output filter is the only external program that will have control when the header page is printed that could do accounting, and it is not provided with any user or host information or an accounting file, so it has no idea whom to charge for printer use. It is also not enough to just add one page to the text filter or any of the conversion filters (which do have user and host information) since users can suppress header pages with lpr -h. They could still be charged for header pages they did not print. Basically, lpr -h will be the preferred option of environmentally-minded users, but you cannot offer any incentive to use it. It is still not enough to have each of the filters generate their own header pages (thereby being able to charge for them). If users wanted the option of suppressing the header pages with lpr -h, they will still get them and be charged for them since LPD does not pass any knowledge of the option to any of the filters. So, what are your options? You can: Accept LPD's paradigm and make header pages free. Install an alternative to LPD, such as LPRng. Section Alternatives to the Standard Spooler tells more about other spooling software you can substitute for LPD. Write a smart output filter. Normally, an output filter is not meant to do anything more than initialize a printer or do some simple character conversion. It is suited for header pages and plain text jobs (when there is no text (input) filter). But, if there is a text filter for the plain text jobs, then LPD will start the output filter only for the header pages. And the output filter can parse the header page text that LPD generates to determine what user and host to charge for the header page. The only other problem with this method is that the output filter still does not know what accounting file to use (it is not passed the name of the file from the af capability), but if you have a well-known accounting file, you can hard-code that into the output filter. To facilitate the parsing step, use the sh (short header) capability in /etc/printcap. Then again, all that might be too much trouble, and users will certainly appreciate the more generous system administrator who makes header pages free. Header Pages on PostScript Printers As described above, LPD can generate a plain text header page suitable for many printers. Of course, PostScript cannot directly print plain text, so the header page feature of LPD is useless—or mostly so. One obvious way to get header pages is to have every conversion filter and the text filter generate the header page. The filters should use the user and host arguments to generate a suitable header page. The drawback of this method is that users will always get a header page, even if they submit jobs with lpr -h. Let us explore this method. The following script takes three arguments (user login name, host name, and job name) and makes a simple PostScript header page: #!/bin/sh # # make-ps-header - make a PostScript header page on stdout # Installed in /usr/local/libexec/make-ps-header # # # These are PostScript units (72 to the inch). Modify for A4 or # whatever size paper you are using: # page_width=612 page_height=792 border=72 # # Check arguments # if [ $# -ne 3 ]; then echo "Usage: `basename $0` <user> <host> <job>" 1>&2 exit 1 fi # # Save these, mostly for readability in the PostScript, below. # user=$1 host=$2 job=$3 date=`date` # # Send the PostScript code to stdout. # exec cat <<EOF %!PS % % Make sure we do not interfere with user's job that will follow % save % % Make a thick, unpleasant border around the edge of the paper. % $border $border moveto $page_width $border 2 mul sub 0 rlineto 0 $page_height $border 2 mul sub rlineto currentscreen 3 -1 roll pop 100 3 1 roll setscreen $border 2 mul $page_width sub 0 rlineto closepath 0.8 setgray 10 setlinewidth stroke 0 setgray % % Display user's login name, nice and large and prominent % /Helvetica-Bold findfont 64 scalefont setfont $page_width ($user) stringwidth pop sub 2 div $page_height 200 sub moveto ($user) show % % Now show the boring particulars % /Helvetica findfont 14 scalefont setfont /y 200 def [ (Job:) (Host:) (Date:) ] { 200 y moveto show /y y 18 sub def } forall /Helvetica-Bold findfont 14 scalefont setfont /y 200 def [ ($job) ($host) ($date) ] { 270 y moveto show /y y 18 sub def } forall % % That is it % restore showpage EOF Now, each of the conversion filters and the text filter can call this script to first generate the header page, and then print the user's job. Here is the DVI conversion filter from earlier in this document, modified to make a header page: #!/bin/sh # # psdf - DVI to PostScript printer filter # Installed in /usr/local/libexec/psdf # # Invoked by lpd when user runs lpr -d # orig_args="$@" fail() { echo "$@" 1>&2 exit 2 } while getopts "x:y:n:h:" option; do case $option in x|y) ;; # Ignore n) login=$OPTARG ;; h) host=$OPTARG ;; *) echo "LPD started `basename $0` wrong." 1>&2 exit 2 ;; esac done [ "$login" ] || fail "No login name" [ "$host" ] || fail "No host name" ( /usr/local/libexec/make-ps-header $login $host "DVI File" /usr/local/bin/dvips -f ) | eval /usr/local/libexec/lprps $orig_args Notice how the filter has to parse the argument list in order to determine the user and host name. The parsing for the other conversion filters is identical. The text filter takes a slightly different set of arguments, though (see section How Filters Work). As we have mentioned before, the above scheme, though fairly simple, disables the suppress header page option (the option) to lpr. If users wanted to save a tree (or a few pennies, if you charge for header pages), they would not be able to do so, since every filter's going to print a header page with every job. To allow users to shut off header pages on a per-job basis, you will need to use the trick introduced in section Accounting for Header Pages: write an output filter that parses the LPD-generated header page and produces a PostScript version. If the user submits the job with lpr -h, then LPD will not generate a header page, and neither will your output filter. Otherwise, your output filter will read the text from LPD and send the appropriate header page PostScript code to the printer. If you have a PostScript printer on a serial line, you can make use of lprps, which comes with an output filter, psof, which does the above. Note that psof does not charge for header pages. Networked Printing printer network network printing FreeBSD supports networked printing: sending jobs to remote printers. Networked printing generally refers to two different things: Accessing a printer attached to a remote host. You install a printer that has a conventional serial or parallel interface on one host. Then, you set up LPD to enable access to the printer from other hosts on the network. Section Printers Installed on Remote Hosts tells how to do this. Accessing a printer attached directly to a network. The printer has a network interface in addition (or in place of) a more conventional serial or parallel interface. Such a printer might work as follows: It might understand the LPD protocol and can even queue jobs from remote hosts. In this case, it acts just like a regular host running LPD. Follow the same procedure in section Printers Installed on Remote Hosts to set up such a printer. It might support a data stream network connection. In this case, you attach the printer to one host on the network by making that host responsible for spooling jobs and sending them to the printer. Section Printers with Networked Data Stream Interfaces gives some suggestions on installing such printers. Printers Installed on Remote Hosts The LPD spooling system has built-in support for sending jobs to other hosts also running LPD (or are compatible with LPD). This feature enables you to install a printer on one host and make it accessible from other hosts. It also works with printers that have network interfaces that understand the LPD protocol. To enable this kind of remote printing, first install a printer on one host, the printer host, using the simple printer setup described in the Simple Printer Setup section. Do any advanced setup in Advanced Printer Setup that you need. Make sure to test the printer and see if it works with the features of LPD you have enabled. Also ensure that the local host has authorization to use the LPD service in the remote host (see Restricting Jobs from Remote Printers). printer network network printing If you are using a printer with a network interface that is compatible with LPD, then the printer host in the discussion below is the printer itself, and the printer name is the name you configured for the printer. See the documentation that accompanied your printer and/or printer-network interface. If you are using a Hewlett Packard Laserjet then the printer name text will automatically perform the LF to CRLF conversion for you, so you will not require the hpif script. Then, on the other hosts you want to have access to the printer, make an entry in their /etc/printcap files with the following: Name the entry anything you want. For simplicity, though, you probably want to use the same name and aliases as on the printer host. Leave the lp capability blank, explicitly (:lp=:). Make a spooling directory and specify its location in the sd capability. LPD will store jobs here before they get sent to the printer host. Place the name of the printer host in the rm capability. Place the printer name on the printer host in the rp capability. That is it. You do not need to list conversion filters, page dimensions, or anything else in the /etc/printcap file. Here is an example. The host rose has two printers, bamboo and rattan. We will enable users on the host orchid to print to those printers. Here is the /etc/printcap file for orchid (back from section Enabling Header Pages). It already had the entry for the printer teak; we have added entries for the two printers on the host rose: # # /etc/printcap for host orchid - added (remote) printers on rose # # # teak is local; it is connected directly to orchid: # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/ifhp:\ :vf=/usr/local/libexec/vfhp:\ :of=/usr/local/libexec/ofhp: # # rattan is connected to rose; send jobs for rattan to rose: # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :lp=:rm=rose:rp=rattan:sd=/var/spool/lpd/rattan: # # bamboo is connected to rose as well: # bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :lp=:rm=rose:rp=bamboo:sd=/var/spool/lpd/bamboo: Then, we just need to make spooling directories on orchid: &prompt.root; mkdir -p /var/spool/lpd/rattan /var/spool/lpd/bamboo &prompt.root; chmod 770 /var/spool/lpd/rattan /var/spool/lpd/bamboo &prompt.root; chown daemon:daemon /var/spool/lpd/rattan /var/spool/lpd/bamboo Now, users on orchid can print to rattan and bamboo. If, for example, a user on orchid typed &prompt.user; lpr -P bamboo -d sushi-review.dvi the LPD system on orchid would copy the job to the spooling directory /var/spool/lpd/bamboo and note that it was a DVI job. As soon as the host rose has room in its bamboo spooling directory, the two LPDs would transfer the file to rose. The file would wait in rose's queue until it was finally printed. It would be converted from DVI to PostScript (since bamboo is a PostScript printer) on rose. Printers with Networked Data Stream Interfaces Often, when you buy a network interface card for a printer, you can get two versions: one which emulates a spooler (the more expensive version), or one which just lets you send data to it as if you were using a serial or parallel port (the cheaper version). This section tells how to use the cheaper version. For the more expensive one, see the previous section Printers Installed on Remote Hosts. The format of the /etc/printcap file lets you specify what serial or parallel interface to use, and (if you are using a serial interface), what baud rate, whether to use flow control, delays for tabs, conversion of newlines, and more. But there is no way to specify a connection to a printer that is listening on a TCP/IP or other network port. To send data to a networked printer, you need to develop a communications program that can be called by the text and conversion filters. Here is one such example: the script netprint takes all data on standard input and sends it to a network-attached printer. We specify the hostname of the printer as the first argument and the port number to which to connect as the second argument to netprint. Note that this supports one-way communication only (FreeBSD to printer); many network printers support two-way communication, and you might want to take advantage of that (to get printer status, perform accounting, etc.). #!/usr/bin/perl # # netprint - Text filter for printer attached to network # Installed in /usr/local/libexec/netprint # $#ARGV eq 1 || die "Usage: $0 <printer-hostname> <port-number>"; $printer_host = $ARGV[0]; $printer_port = $ARGV[1]; require 'sys/socket.ph'; ($ignore, $ignore, $protocol) = getprotobyname('tcp'); ($ignore, $ignore, $ignore, $ignore, $address) = gethostbyname($printer_host); $sockaddr = pack('S n a4 x8', &AF_INET, $printer_port, $address); socket(PRINTER, &PF_INET, &SOCK_STREAM, $protocol) || die "Can't create TCP/IP stream socket: $!"; connect(PRINTER, $sockaddr) || die "Can't contact $printer_host: $!"; while (<STDIN>) { print PRINTER; } exit 0; We can then use this script in various filters. Suppose we had a Diablo 750-N line printer connected to the network. The printer accepts data to print on port number 5100. The host name of the printer is scrivener. Here is the text filter for the printer: #!/bin/sh # # diablo-if-net - Text filter for Diablo printer `scrivener' listening # on port 5100. Installed in /usr/local/libexec/diablo-if-net # exec /usr/libexec/lpr/lpf "$@" | /usr/local/libexec/netprint scrivener 5100 Restricting Printer Usage printer restricting access to This section gives information on restricting printer usage. The LPD system lets you control who can access a printer, both locally or remotely, whether they can print multiple copies, how large their jobs can be, and how large the printer queues can get. Restricting Multiple Copies The LPD system makes it easy for users to print multiple copies of a file. Users can print jobs with lpr -#5 (for example) and get five copies of each file in the job. Whether this is a good thing is up to you. If you feel multiple copies cause unnecessary wear and tear on your printers, you can disable the option to &man.lpr.1; by adding the sc capability to the /etc/printcap file. When users submit jobs with the option, they will see: lpr: multiple copies are not allowed Note that if you have set up access to a printer remotely (see section Printers Installed on Remote Hosts), you need the sc capability on the remote /etc/printcap files as well, or else users will still be able to submit multiple-copy jobs by using another host. Here is an example. This is the /etc/printcap file for the host rose. The printer rattan is quite hearty, so we will allow multiple copies, but the laser printer bamboo is a bit more delicate, so we will disable multiple copies by adding the sc capability: # # /etc/printcap for host rose - restrict multiple copies on bamboo # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: Now, we also need to add the sc capability on the host orchid's /etc/printcap (and while we are at it, let us disable multiple copies for the printer teak): # # /etc/printcap for host orchid - no multiple copies for local # printer teak or remote printer bamboo teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sd=/var/spool/lpd/teak:mx#0:sc:\ :if=/usr/local/libexec/ifhp:\ :vf=/usr/local/libexec/vfhp:\ :of=/usr/local/libexec/ofhp: rattan|line|diablo|lp|Diablo 630 Line Printer:\ :lp=:rm=rose:rp=rattan:sd=/var/spool/lpd/rattan: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :lp=:rm=rose:rp=bamboo:sd=/var/spool/lpd/bamboo:sc: By using the sc capability, we prevent the use of lpr -#, but that still does not prevent users from running &man.lpr.1; multiple times, or from submitting the same file multiple times in one job like this: &prompt.user; lpr forsale.sign forsale.sign forsale.sign forsale.sign forsale.sign There are many ways to prevent this abuse (including ignoring it) which you are free to explore. Restricting Access To Printers You can control who can print to what printers by using the Unix group mechanism and the rg capability in /etc/printcap. Just place the users you want to have access to a printer in a certain group, and then name that group in the rg capability. Users outside the group (including root) will be greeted with lpr: Not a member of the restricted group if they try to print to the controlled printer. As with the sc (suppress multiple copies) capability, you need to specify rg on remote hosts that also have access to your printers, if you feel it is appropriate (see section Printers Installed on Remote Hosts). For example, we will let anyone access the printer rattan, but only those in group artists can use bamboo. Here is the familiar /etc/printcap for host rose: # # /etc/printcap for host rose - restricted group for bamboo # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:rg=artists:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: Let us leave the other example /etc/printcap file (for the host orchid) alone. Of course, anyone on orchid can print to bamboo. It might be the case that we only allow certain logins on orchid anyway, and want them to have access to the printer. Or not. There can be only one restricted group per printer. Controlling Sizes of Jobs Submitted print jobs If you have many users accessing the printers, you probably need to put an upper limit on the sizes of the files users can submit to print. After all, there is only so much free space on the filesystem that houses the spooling directories, and you also need to make sure there is room for the jobs of other users. print jobs controlling LPD enables you to limit the maximum byte size a file in a job can be with the mx capability. The units are in BUFSIZ blocks, which are 1024 bytes. If you put a zero for this capability, there will be no limit on file size; however, if no mx capability is specified, then a default limit of 1000 blocks will be used. The limit applies to files in a job, and not the total job size. LPD will not refuse a file that is larger than the limit you place on a printer. Instead, it will queue as much of the file up to the limit, which will then get printed. The rest will be discarded. Whether this is correct behavior is up for debate. Let us add limits to our example printers rattan and bamboo. Since those artists' PostScript files tend to be large, we will limit them to five megabytes. We will put no limit on the plain text line printer: # # /etc/printcap for host rose # # # No limit on job size: # rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:mx#0:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple: # # Limit of five megabytes: # bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:rg=artists:mx#5000:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:rw:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: Again, the limits apply to the local users only. If you have set up access to your printers remotely, remote users will not get those limits. You will need to specify the mx capability in the remote /etc/printcap files as well. See section Printers Installed on Remote Hosts for more information on remote printing. There is another specialized way to limit job sizes from remote printers; see section Restricting Jobs from Remote Printers. Restricting Jobs from Remote Printers The LPD spooling system provides several ways to restrict print jobs submitted from remote hosts: Host restrictions You can control from which remote hosts a local LPD accepts requests with the files /etc/hosts.equiv and /etc/hosts.lpd. LPD checks to see if an incoming request is from a host listed in either one of these files. If not, LPD refuses the request. The format of these files is simple: one host name per line. Note that the file /etc/hosts.equiv is also used by the &man.ruserok.3; protocol, and affects programs like &man.rsh.1; and &man.rcp.1;, so be careful. For example, here is the /etc/hosts.lpd file on the host rose: orchid violet madrigal.fishbaum.de This means rose will accept requests from the hosts orchid, violet, and madrigal.fishbaum.de. If any other host tries to access rose's LPD, the job will be refused. Size restrictions You can control how much free space there needs to remain on the filesystem where a spooling directory resides. Make a file called minfree in the spooling directory for the local printer. Insert in that file a number representing how many disk blocks (512 bytes) of free space there has to be for a remote job to be accepted. This lets you insure that remote users will not fill your filesystem. You can also use it to give a certain priority to local users: they will be able to queue jobs long after the free disk space has fallen below the amount specified in the minfree file. For example, let us add a minfree file for the printer bamboo. We examine /etc/printcap to find the spooling directory for this printer; here is bamboo's entry: bamboo|ps|PS|S|panasonic|Panasonic KX-P4455 PostScript v51.4:\ :sh:sd=/var/spool/lpd/bamboo:sc:rg=artists:mx#5000:\ :lp=/dev/ttyd5:fs#0x82000e1:xs#0x820:rw:mx#5000:\ :if=/usr/local/libexec/psif:\ :df=/usr/local/libexec/psdf: The spooling directory is given in the sd capability. We will make three megabytes (which is 6144 disk blocks) the amount of free disk space that must exist on the filesystem for LPD to accept remote jobs: &prompt.root; echo 6144 > /var/spool/lpd/bamboo/minfree User restrictions You can control which remote users can print to local printers by specifying the rs capability in /etc/printcap. When rs appears in the entry for a locally-attached printer, LPD will accept jobs from remote hosts if the user submitting the job also has an account of the same login name on the local host. Otherwise, LPD refuses the job. This capability is particularly useful in an environment where there are (for example) different departments sharing a network, and some users transcend departmental boundaries. By giving them accounts on your systems, they can use your printers from their own departmental systems. If you would rather allow them to use only your printers and not your computer resources, you can give them token accounts, with no home directory and a useless shell like /usr/bin/false. Accounting for Printer Usage accounting printer So, you need to charge for printouts. And why not? Paper and ink cost money. And then there are maintenance costs—printers are loaded with moving parts and tend to break down. You have examined your printers, usage patterns, and maintenance fees and have come up with a per-page (or per-foot, per-meter, or per-whatever) cost. Now, how do you actually start accounting for printouts? Well, the bad news is the LPD spooling system does not provide much help in this department. Accounting is highly dependent on the kind of printer in use, the formats being printed, and your requirements in charging for printer usage. To implement accounting, you have to modify a printer's text filter (to charge for plain text jobs) and the conversion filters (to charge for other file formats), to count pages or query the printer for pages printed. You cannot get away with using the simple output filter, since it cannot do accounting. See section Filters. Generally, there are two ways to do accounting: Periodic accounting is the more common way, possibly because it is easier. Whenever someone prints a job, the filter logs the user, host, and number of pages to an accounting file. Every month, semester, year, or whatever time period you prefer, you collect the accounting files for the various printers, tally up the pages printed by users, and charge for usage. Then you truncate all the logging files, starting with a clean slate for the next period. Timely accounting is less common, probably because it is more difficult. This method has the filters charge users for printouts as soon as they use the printers. Like disk quotas, the accounting is immediate. You can prevent users from printing when their account goes in the red, and might provide a way for users to check and adjust their print quotas. But this method requires some database code to track users and their quotas. The LPD spooling system supports both methods easily: since you have to provide the filters (well, most of the time), you also have to provide the accounting code. But there is a bright side: you have enormous flexibility in your accounting methods. For example, you choose whether to use periodic or timely accounting. You choose what information to log: user names, host names, job types, pages printed, square footage of paper used, how long the job took to print, and so forth. And you do so by modifying the filters to save this information. Quick and Dirty Printer Accounting FreeBSD comes with two programs that can get you set up with simple periodic accounting right away. They are the text filter lpf, described in section lpf: a Text Filter, and &man.pac.8;, a program to gather and total entries from printer accounting files. As mentioned in the section on filters (Filters), LPD starts the text and the conversion filters with the name of the accounting file to use on the filter command line. The filters can use this argument to know where to write an accounting file entry. The name of this file comes from the af capability in /etc/printcap, and if not specified as an absolute path, is relative to the spooling directory. LPD starts lpf with page width and length arguments (from the pw and pl capabilities). lpf uses these arguments to determine how much paper will be used. After sending the file to the printer, it then writes an accounting entry in the accounting file. The entries look like this: 2.00 rose:andy 3.00 rose:kelly 3.00 orchid:mary 5.00 orchid:mary 2.00 orchid:zhang You should use a separate accounting file for each printer, as lpf has no file locking logic built into it, and two lpfs might corrupt each other's entries if they were to write to the same file at the same time. An easy way to insure a separate accounting file for each printer is to use af=acct in /etc/printcap. Then, each accounting file will be in the spooling directory for a printer, in a file named acct. When you are ready to charge users for printouts, run the &man.pac.8; program. Just change to the spooling directory for the printer you want to collect on and type pac. You will get a dollar-centric summary like the following: Login pages/feet runs price orchid:kelly 5.00 1 $ 0.10 orchid:mary 31.00 3 $ 0.62 orchid:zhang 9.00 1 $ 0.18 rose:andy 2.00 1 $ 0.04 rose:kelly 177.00 104 $ 3.54 rose:mary 87.00 32 $ 1.74 rose:root 26.00 12 $ 0.52 total 337.00 154 $ 6.74 These are the arguments &man.pac.8; expects: Which printer to summarize. This option works only if there is an absolute path in the af capability in /etc/printcap. Sort the output by cost instead of alphabetically by user name. Ignore host name in the accounting files. With this option, user smith on host alpha is the same user smith on host gamma. Without, they are different users. Compute charges with price dollars per page or per foot instead of the price from the pc capability in /etc/printcap, or two cents (the default). You can specify price as a floating point number. Reverse the sort order. Make an accounting summary file and truncate the accounting file. name Print accounting information for the given user names only. In the default summary that &man.pac.8; produces, you see the number of pages printed by each user from various hosts. If, at your site, host does not matter (because users can use any host), run pac -m, to produce the following summary: Login pages/feet runs price andy 2.00 1 $ 0.04 kelly 182.00 105 $ 3.64 mary 118.00 35 $ 2.36 root 26.00 12 $ 0.52 zhang 9.00 1 $ 0.18 total 337.00 154 $ 6.74 To compute the dollar amount due, &man.pac.8; uses the pc capability in the /etc/printcap file (default of 200, or 2 cents per page). Specify, in hundredths of cents, the price per page or per foot you want to charge for printouts in this capability. You can override this value when you run &man.pac.8; with the option. The units for the option are in dollars, though, not hundredths of cents. For example, &prompt.root; pac -p1.50 makes each page cost one dollar and fifty cents. You can really rake in the profits by using this option. Finally, running pac -s will save the summary information in a summary accounting file, which is named the same as the printer's accounting file, but with _sum appended to the name. It then truncates the accounting file. When you run &man.pac.8; again, it rereads the summary file to get starting totals, then adds information from the regular accounting file. How Can You Count Pages Printed? In order to perform even remotely accurate accounting, you need to be able to determine how much paper a job uses. This is the essential problem of printer accounting. For plain text jobs, the problem is not that hard to solve: you count how many lines are in a job and compare it to how many lines per page your printer supports. Do not forget to take into account backspaces in the file which overprint lines, or long logical lines that wrap onto one or more additional physical lines. The text filter lpf (introduced in lpf: a Text Filter) takes into account these things when it does accounting. If you are writing a text filter which needs to do accounting, you might want to examine lpf's source code. How do you handle other file formats, though? Well, for DVI-to-LaserJet or DVI-to-PostScript conversion, you can have your filter parse the diagnostic output of dvilj or dvips and look to see how many pages were converted. You might be able to do similar things with other file formats and conversion programs. But these methods suffer from the fact that the printer may not actually print all those pages. For example, it could jam, run out of toner, or explode—and the user would still get charged. So, what can you do? There is only one sure way to do accurate accounting. Get a printer that can tell you how much paper it uses, and attach it via a serial line or a network connection. Nearly all PostScript printers support this notion. Other makes and models do as well (networked Imagen laser printers, for example). Modify the filters for these printers to get the page usage after they print each job and have them log accounting information based on that value only. There is no line counting nor error-prone file examination required. Of course, you can always be generous and make all printouts free. Using Printers printer usage This section tells you how to use printers you have setup with FreeBSD. Here is an overview of the user-level commands: &man.lpr.1; Print jobs &man.lpq.1; Check printer queues &man.lprm.1; Remove jobs from a printer's queue There is also an administrative command, &man.lpc.8;, described in the section Administrating the LPD Spooler, used to control printers and their queues. All three of the commands &man.lpr.1;, &man.lprm.1;, and &man.lpq.1; accept an option to specify on which printer/queue to operate, as listed in the /etc/printcap file. This enables you to submit, remove, and check on jobs for various printers. If you do not use the option, then these commands use the printer specified in the PRINTER environment variable. Finally, if you do not have a PRINTER environment variable, these commands default to the printer named lp. Hereafter, the terminology default printer means the printer named in the PRINTER environment variable, or the printer named lp when there is no PRINTER environment variable. Printing Jobs To print files, type: &prompt.user; lpr filename ... printing This prints each of the listed files to the default printer. If you list no files, &man.lpr.1; reads data to print from standard input. For example, this command prints some important system files: &prompt.user; lpr /etc/host.conf /etc/hosts.equiv To select a specific printer, type: &prompt.user; lpr -P printer-name filename ... This example prints a long listing of the current directory to the printer named rattan: &prompt.user; ls -l | lpr -P rattan Because no files were listed for the &man.lpr.1; command, lpr read the data to print from standard input, which was the output of the ls -l command. The &man.lpr.1; command can also accept a wide variety of options to control formatting, apply file conversions, generate multiple copies, and so forth. For more information, see the section Printing Options. Checking Jobs print jobs When you print with &man.lpr.1;, the data you wish to print is put together in a package called a print job, which is sent to the LPD spooling system. Each printer has a queue of jobs, and your job waits in that queue along with other jobs from yourself and from other users. The printer prints those jobs in a first-come, first-served order. To display the queue for the default printer, type &man.lpq.1;. For a specific printer, use the option. For example, the command &prompt.user; lpq -P bamboo shows the queue for the printer named bamboo. Here is an example of the output of the lpq command: bamboo is ready and printing Rank Owner Job Files Total Size active kelly 9 /etc/host.conf, /etc/hosts.equiv 88 bytes 2nd kelly 10 (standard input) 1635 bytes 3rd mary 11 ... 78519 bytes This shows three jobs in the queue for bamboo. The first job, submitted by user kelly, got assigned job number 9. Every job for a printer gets a unique job number. Most of the time you can ignore the job number, but you will need it if you want to cancel the job; see section Removing Jobs for details. Job number nine consists of two files; multiple files given on the &man.lpr.1; command line are treated as part of a single job. It is the currently active job (note the word active under the Rank column), which means the printer should be currently printing that job. The second job consists of data passed as the standard input to the &man.lpr.1; command. The third job came from user mary; it is a much larger job. The pathname of the file she is trying to print is too long to fit, so the &man.lpq.1; command just shows three dots. The very first line of the output from &man.lpq.1; is also useful: it tells what the printer is currently doing (or at least what LPD thinks the printer is doing). The &man.lpq.1; command also support a option to generate a detailed long listing. Here is an example of lpq -l: waiting for bamboo to become ready (offline ?) kelly: 1st [job 009rose] /etc/host.conf 73 bytes /etc/hosts.equiv 15 bytes kelly: 2nd [job 010rose] (standard input) 1635 bytes mary: 3rd [job 011rose] /home/orchid/mary/research/venus/alpha-regio/mapping 78519 bytes Removing Jobs If you change your mind about printing a job, you can remove the job from the queue with the &man.lprm.1; command. Often, you can even use &man.lprm.1; to remove an active job, but some or all of the job might still get printed. To remove a job from the default printer, first use &man.lpq.1; to find the job number. Then type: &prompt.user; lprm job-number To remove the job from a specific printer, add the option. The following command removes job number 10 from the queue for the printer bamboo: &prompt.user; lprm -P bamboo 10 The &man.lprm.1; command has a few shortcuts: lprm - Removes all jobs (for the default printer) belonging to you. lprm user Removes all jobs (for the default printer) belonging to user. The superuser can remove other users' jobs; you can remove only your own jobs. lprm With no job number, user name, or appearing on the command line, &man.lprm.1; removes the currently active job on the default printer, if it belongs to you. The superuser can remove any active job. Just use the option with the above shortcuts to operate on a specific printer instead of the default. For example, the following command removes all jobs for the current user in the queue for the printer named rattan: &prompt.user; lprm -P rattan - If you are working in a networked environment, &man.lprm.1; will let you remove jobs only from the host from which the jobs were submitted, even if the same printer is available from other hosts. The following command sequence demonstrates this: &prompt.user; lpr -P rattan myfile &prompt.user; rlogin orchid &prompt.user; lpq -P rattan Rank Owner Job Files Total Size active seeyan 12 ... 49123 bytes 2nd kelly 13 myfile 12 bytes &prompt.user; lprm -P rattan 13 rose: Permission denied &prompt.user; logout &prompt.user; lprm -P rattan 13 dfA013rose dequeued cfA013rose dequeued Beyond Plain Text: Printing Options The &man.lpr.1; command supports a number of options that control formatting text, converting graphic and other file formats, producing multiple copies, handling of the job, and more. This section describes the options. Formatting and Conversion Options The following &man.lpr.1; options control formatting of the files in the job. Use these options if the job does not contain plain text or if you want plain text formatted through the &man.pr.1; utility. TeX For example, the following command prints a DVI file (from the TeX typesetting system) named fish-report.dvi to the printer named bamboo: &prompt.user; lpr -P bamboo -d fish-report.dvi These options apply to every file in the job, so you cannot mix (say) DVI and ditroff files together in a job. Instead, submit the files as separate jobs, using a different conversion option for each job. All of these options except and require conversion filters installed for the destination printer. For example, the option requires the DVI conversion filter. Section Conversion Filters gives details. Print cifplot files. Print DVI files. Print FORTRAN text files. Print plot data. Indent the output by number columns; if you omit number, indent by 8 columns. This option works only with certain conversion filters. Do not put any space between the and the number. Print literal text data, including control characters. Print ditroff (device independent troff) data. -p Format plain text with &man.pr.1; before printing. See &man.pr.1; for more information. Use title on the &man.pr.1; header instead of the file name. This option has effect only when used with the option. Print troff data. Print raster data. Here is an example: this command prints a nicely formatted version of the &man.ls.1; manual page on the default printer: &prompt.user; zcat /usr/share/man/man1/ls.1.gz | troff -t -man | lpr -t The &man.zcat.1; command uncompresses the source of the &man.ls.1; manual page and passes it to the &man.troff.1; command, which formats that source and makes GNU troff output and passes it to &man.lpr.1;, which submits the job to the LPD spooler. Because we used the option to &man.lpr.1;, the spooler will convert the GNU troff output into a format the default printer can understand when it prints the job. Job Handling Options The following options to &man.lpr.1; tell LPD to handle the job specially: -# copies Produce a number of copies of each file in the job instead of just one copy. An administrator may disable this option to reduce printer wear-and-tear and encourage photocopier usage. See section Restricting Multiple Copies. This example prints three copies of parser.c followed by three copies of parser.h to the default printer: &prompt.user; lpr -#3 parser.c parser.h -m Send mail after completing the print job. With this option, the LPD system will send mail to your account when it finishes handling your job. In its message, it will tell you if the job completed successfully or if there was an error, and (often) what the error was. -s Do not copy the files to the spooling directory, but make symbolic links to them instead. If you are printing a large job, you probably want to use this option. It saves space in the spooling directory (your job might overflow the free space on the filesystem where the spooling directory resides). It saves time as well since LPD will not have to copy each and every byte of your job to the spooling directory. There is a drawback, though: since LPD will refer to the original files directly, you cannot modify or remove them until they have been printed. If you are printing to a remote printer, LPD will eventually have to copy files from the local host to the remote host, so the option will save space only on the local spooling directory, not the remote. It is still useful, though. -r Remove the files in the job after copying them to the spooling directory, or after printing them with the option. Be careful with this option! Header Page Options These options to &man.lpr.1; adjust the text that normally appears on a job's header page. If header pages are suppressed for the destination printer, these options have no effect. See section Header Pages for information about setting up header pages. -C text Replace the hostname on the header page with text. The hostname is normally the name of the host from which the job was submitted. -J text Replace the job name on the header page with text. The job name is normally the name of the first file of the job, or stdin if you are printing standard input. -h Do not print any header page. At some sites, this option may have no effect due to the way header pages are generated. See Header Pages for details. Administrating Printers As an administrator for your printers, you have had to install, set up, and test them. Using the &man.lpc.8; command, you can interact with your printers in yet more ways. With &man.lpc.8;, you can Start and stop the printers Enable and disable their queues Rearrange the order of the jobs in each queue. First, a note about terminology: if a printer is stopped, it will not print anything in its queue. Users can still submit jobs, which will wait in the queue until the printer is started or the queue is cleared. If a queue is disabled, no user (except root) can submit jobs for the printer. An enabled queue allows jobs to be submitted. A printer can be started for a disabled queue, in which case it will continue to print jobs in the queue until the queue is empty. In general, you have to have root privileges to use the &man.lpc.8; command. Ordinary users can use the &man.lpc.8; command to get printer status and to restart a hung printer only. Here is a summary of the &man.lpc.8; commands. Most of the commands take a printer-name argument to tell on which printer to operate. You can use all for the printer-name to mean all printers listed in /etc/printcap. abort printer-name Cancel the current job and stop the printer. Users can still submit jobs if the queue is enabled. clean printer-name Remove old files from the printer's spooling directory. Occasionally, the files that make up a job are not properly removed by LPD, particularly if there have been errors during printing or a lot of administrative activity. This command finds files that do not belong in the spooling directory and removes them. disable printer-name Disable queuing of new jobs. If the printer is running, it will continue to print any jobs remaining in the queue. The superuser (root) can always submit jobs, even to a disabled queue. This command is useful while you are testing a new printer or filter installation: disable the queue and submit jobs as root. Other users will not be able to submit jobs until you complete your testing and re-enable the queue with the enable command. down printer-name message Take a printer down. Equivalent to disable followed by stop. The message appears as the printer's status whenever a user checks the printer's queue with &man.lpq.1; or status with lpc status. enable printer-name Enable the queue for a printer. Users can submit jobs but the printer will not print anything until it is started. help command-name Print help on the command command-name. With no command-name, print a summary of the commands available. restart printer-name Start the printer. Ordinary users can use this command if some extraordinary circumstance hangs LPD, but they cannot start a printer stopped with either the stop or down commands. The restart command is equivalent to abort followed by start. start printer-name Start the printer. The printer will print jobs in its queue. stop printer-name Stop the printer. The printer will finish the current job and will not print anything else in its queue. Even though the printer is stopped, users can still submit jobs to an enabled queue. topq printer-name job-or-username Rearrange the queue for printer-name by placing the jobs with the listed job numbers or the jobs belonging to username at the top of the queue. For this command, you cannot use all as the printer-name. up printer-name Bring a printer up; the opposite of the down command. Equivalent to start followed by enable. &man.lpc.8; accepts the above commands on the command line. If you do not enter any commands, &man.lpc.8; enters an interactive mode, where you can enter commands until you type exit, quit, or end-of-file. Alternatives to the Standard Spooler If you have been reading straight through this manual, by now you have learned just about everything there is to know about the LPD spooling system that comes with FreeBSD. You can probably appreciate many of its shortcomings, which naturally leads to the question: What other spooling systems are out there (and work with FreeBSD)? LPRng LPRng LPRng, which purportedly means LPR: the Next Generation is a complete rewrite of PLP. Patrick Powell and Justin Mason (the principal maintainer of PLP) collaborated to make LPRng. The main site for LPRng is http://www.astart.com/lprng/LPRng.html. Troubleshooting After performing the simple test with &man.lptest.1;, you might have gotten one of the following results instead of the correct printout: It worked, after awhile; or, it did not eject a full sheet. The printer printed the above, but it sat for awhile and did nothing. In fact, you might have needed to press a PRINT REMAINING or FORM FEED button on the printer to get any results to appear. If this is the case, the printer was probably waiting to see if there was any more data for your job before it printed anything. To fix this problem, you can have the text filter send a FORM FEED character (or whatever is necessary) to the printer. This is usually sufficient to have the printer immediately print any text remaining in its internal buffer. It is also useful to make sure each print job ends on a full sheet, so the next job does not start somewhere on the middle of the last page of the previous job. The following replacement for the shell script /usr/local/libexec/if-simple prints a form feed after it sends the job to the printer: #!/bin/sh # # if-simple - Simple text input filter for lpd # Installed in /usr/local/libexec/if-simple # # Simply copies stdin to stdout. Ignores all filter arguments. # Writes a form feed character (\f) after printing job. /bin/cat && printf "\f" && exit 0 exit 2 It produced the staircase effect. You got the following on paper: !"#$%&'()*+,-./01234 "#$%&'()*+,-./012345 #$%&'()*+,-./0123456 MS-DOS OS/2 ASCII You have become another victim of the staircase effect, caused by conflicting interpretations of what characters should indicate a new line. Unix-style operating systems use a single character: ASCII code 10, the line feed (LF). MS-DOS, OS/2, and others uses a pair of characters, ASCII code 10 and ASCII code 13 (the carriage return or CR). Many printers use the MS-DOS convention for representing new-lines. When you print with FreeBSD, your text used just the line feed character. The printer, upon seeing a line feed character, advanced the paper one line, but maintained the same horizontal position on the page for the next character to print. That is what the carriage return is for: to move the location of the next character to print to the left edge of the paper. Here is what FreeBSD wants your printer to do: Printer received CR Printer prints CR Printer received LF Printer prints CR + LF Here are some ways to achieve this: Use the printer's configuration switches or control panel to alter its interpretation of these characters. Check your printer's manual to find out how to do this. If you boot your system into other operating systems besides FreeBSD, you may have to reconfigure the printer to use a an interpretation for CR and LF characters that those other operating systems use. You might prefer one of the other solutions, below. Have FreeBSD's serial line driver automatically convert LF to CR+LF. Of course, this works with printers on serial ports only. To enable this feature, set the CRMOD bit in fs capability in the /etc/printcap file for the printer. Send an escape code to the printer to have it temporarily treat LF characters differently. Consult your printer's manual for escape codes that your printer might support. When you find the proper escape code, modify the text filter to send the code first, then send the print job. PCL Here is an example text filter for printers that understand the Hewlett-Packard PCL escape codes. This filter makes the printer treat LF characters as a LF and CR; then it sends the job; then it sends a form feed to eject the last page of the job. It should work with nearly all Hewlett Packard printers. #!/bin/sh # # hpif - Simple text input filter for lpd for HP-PCL based printers # Installed in /usr/local/libexec/hpif # # Simply copies stdin to stdout. Ignores all filter arguments. # Tells printer to treat LF as CR+LF. Ejects the page when done. printf "\033&k2G" && cat && printf "\033&l0H" && exit 0 exit 2 Here is an example /etc/printcap from a host called orchid. It has a single printer attached to its first parallel port, a Hewlett Packard LaserJet 3Si named teak. It is using the above script as its text filter: # # /etc/printcap for host orchid # teak|hp|laserjet|Hewlett Packard LaserJet 3Si:\ :lp=/dev/lpt0:sh:sd=/var/spool/lpd/teak:mx#0:\ :if=/usr/local/libexec/hpif: It overprinted each line. The printer never advanced a line. All of the lines of text were printed on top of each other on one line. This problem is the opposite of the staircase effect, described above, and is much rarer. Somewhere, the LF characters that FreeBSD uses to end a line are being treated as CR characters to return the print location to the left edge of the paper, but not also down a line. Use the printer's configuration switches or control panel to enforce the following interpretation of LF and CR characters: Printer receives Printer prints CR CR LF CR + LF The printer lost characters. While printing, the printer did not print a few characters in each line. The problem might have gotten worse as the printer ran, losing more and more characters. The problem is that the printer cannot keep up with the speed at which the computer sends data over a serial line (this problem should not occur with printers on parallel ports). There are two ways to overcome the problem: If the printer supports XON/XOFF flow control, have FreeBSD use it by specifying the TANDEM bit in the fs capability. If the printer supports carrier flow control, specify the MDMBUF bit in the fs capability. Make sure the cable connecting the printer to the computer is correctly wired for carrier flow control. If the printer does not support any flow control, use some combination of the NLDELAY, TBDELAY, CRDELAY, VTDELAY, and BSDELAY bits in the fs capability to add appropriate delays to the stream of data sent to the printer. It printed garbage. The printer printed what appeared to be random garbage, but not the desired text. This is usually another symptom of incorrect communications parameters with a serial printer. Double-check the bps rate in the br capability, and the parity bits in the fs and fc capabilities; make sure the printer is using the same settings as specified in the /etc/printcap file. Nothing happened. If nothing happened, the problem is probably within FreeBSD and not the hardware. Add the log file (lf) capability to the entry for the printer you are debugging in the /etc/printcap file. For example, here is the entry for rattan, with the lf capability: rattan|line|diablo|lp|Diablo 630 Line Printer:\ :sh:sd=/var/spool/lpd/rattan:\ :lp=/dev/lpt0:\ :if=/usr/local/libexec/if-simple:\ :lf=/var/log/rattan.log Then, try printing again. Check the log file (in our example, /var/log/rattan.log) to see any error messages that might appear. Based on the messages you see, try to correct the problem. If you do not specify a lf capability, LPD uses /dev/console as a default. diff --git a/en_US.ISO8859-1/books/handbook/security/chapter.sgml b/en_US.ISO8859-1/books/handbook/security/chapter.sgml index f8cb0ebd5f..1153a69aba 100644 --- a/en_US.ISO8859-1/books/handbook/security/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/security/chapter.sgml @@ -1,3779 +1,3779 @@ Matthew Dillon Much of this chapter has been taken from the security(7) manual page by Security security - + Synopsis This chapter will provide a basic introduction to system security concepts, some general good rules of thumb, and some advanced topics under FreeBSD. A lot of the topics covered here can be applied to system and Internet security in general as well. The Internet is no longer a friendly place in which everyone wants to be your kind neighbor. Securing your system is imperative to protect your data, intellectual property, time, and much more from the hands of hackers and the like. FreeBSD provides an array of utilities and mechanisms to ensure the integrity and security of your system and network. After reading this chapter, you will know: Basic system security concepts, in respect to FreeBSD. About the various crypt mechanisms available in FreeBSD, such as DES and MD5. How to setup S/Key, an alternative, one-time password authentication system. How to setup Kerberos, another alternative authentication system. How to create firewalls using IPFW. How to configure IPsec. How to configure and use OpenSSH, FreeBSD's SSH implementation. How to configure and load access control extension modules using the TrustedBSD MAC Framework. Before reading this chapter, you should: Understand basic FreeBSD and Internet concepts. Introduction Security is a function that begins and ends with the system administrator. While all BSD Unix multi-user systems have some inherent security, the job of building and maintaining additional security mechanisms to keep those users honest is probably one of the single largest undertakings of the sysadmin. Machines are only as secure as you make them, and security concerns are ever competing with the human necessity for convenience. Unix systems, in general, are capable of running a huge number of simultaneous processes and many of these processes operate as servers – meaning that external entities can connect and talk to them. As yesterday's mini-computers and mainframes become today's desktops, and as computers become networked and internetworked, security becomes an even bigger issue. Security is best implemented through a layered onion approach. In a nutshell, what you want to do is to create as many layers of security as are convenient and then carefully monitor the system for intrusions. You do not want to overbuild your security or you will interfere with the detection side, and detection is one of the single most important aspects of any security mechanism. For example, it makes little sense to set the schg flags (see &man.chflags.1;) on every system binary because while this may temporarily protect the binaries, it prevents an attacker who has broken in from making an easily detectable change that may result in your security mechanisms not detecting the attacker at all. System security also pertains to dealing with various forms of attack, including attacks that attempt to crash, or otherwise make a system unusable, but do not attempt to compromise the root account (break root). Security concerns can be split up into several categories: Denial of service attacks. User account compromises. Root compromise through accessible servers. Root compromise via user accounts. Backdoor creation. DoS attacks Denial of Service (DoS) security DoS attacks Denial of Service (DoS) Denial of Service (DoS) A denial of service attack is an action that deprives the machine of needed resources. Typically, DoS attacks are brute-force mechanisms that attempt to crash or otherwise make a machine unusable by overwhelming its servers or network stack. Some DoS attacks try to take advantage of bugs in the networking stack to crash a machine with a single packet. The latter can only be fixed by applying a bug fix to the kernel. Attacks on servers can often be fixed by properly specifying options to limit the load the servers incur on the system under adverse conditions. Brute-force network attacks are harder to deal with. A spoofed-packet attack, for example, is nearly impossible to stop, short of cutting your system off from the Internet. It may not be able to take your machine down, but it can saturate your Internet connection. security account compromises A user account compromise is even more common than a DoS attack. Many sysadmins still run standard telnetd, rlogind, rshd, and ftpd servers on their machines. These servers, by default, do not operate over encrypted connections. The result is that if you have any moderate-sized user base, one or more of your users logging into your system from a remote location (which is the most common and convenient way to login to a system) will have his or her password sniffed. The attentive system admin will analyze his remote access logs looking for suspicious source addresses even for successful logins. One must always assume that once an attacker has access to a user account, the attacker can break root. However, the reality is that in a well secured and maintained system, access to a user account does not necessarily give the attacker access to root. The distinction is important because without access to root the attacker cannot generally hide his tracks and may, at best, be able to do nothing more than mess with the user's files, or crash the machine. User account compromises are very common because users tend not to take the precautions that sysadmins take. security backdoors System administrators must keep in mind that there are potentially many ways to break root on a machine. The attacker may know the root password, the attacker may find a bug in a root-run server and be able to break root over a network connection to that server, or the attacker may know of a bug in a suid-root program that allows the attacker to break root once he has broken into a user's account. If an attacker has found a way to break root on a machine, the attacker may not have a need to install a backdoor. Many of the root holes found and closed to date involve a considerable amount of work by the attacker to cleanup after himself, so most attackers install backdoors. A backdoor provides the attacker with a way to easily regain root access to the system, but it also gives the smart system administrator a convenient way to detect the intrusion. Making it impossible for an attacker to install a backdoor may actually be detrimental to your security, because it will not close off the hole the attacker found to break in the first place. Security remedies should always be implemented with a multi-layered onion peel approach and can be categorized as follows: Securing root and staff accounts. Securing root – root-run servers and suid/sgid binaries. Securing user accounts. Securing the password file. Securing the kernel core, raw devices, and filesystems. Quick detection of inappropriate changes made to the system. Paranoia. The next section of this chapter will cover the above bullet items in greater depth. security securing Securing FreeBSD Command vs. Protocol Throughout this document, we will use bold text to refer to a command or application. This is used for instances such as ssh, since it is a protocol as well as command. The sections that follow will cover the methods of securing your FreeBSD system that were mentioned in the last section of this chapter. Securing the <username>root</username> Account and Staff Accounts su First off, do not bother securing staff accounts if you have not secured the root account. Most systems have a password assigned to the root account. The first thing you do is assume that the password is always compromised. This does not mean that you should remove the password. The password is almost always necessary for console access to the machine. What it does mean is that you should not make it possible to use the password outside of the console or possibly even with the &man.su.1; command. For example, make sure that your pty's are specified as being insecure in the /etc/ttys file so that direct root logins via telnet or rlogin are disallowed. If using other login services such as sshd, make sure that direct root logins are disabled there as well. You can do this by editing your /etc/ssh/sshd_config file, and making sure that PermitRootLogin is set to NO. Consider every access method – services such as FTP often fall through the cracks. Direct root logins should only be allowed via the system console. wheel Of course, as a sysadmin you have to be able to get to root, so we open up a few holes. But we make sure these holes require additional password verification to operate. One way to make root accessible is to add appropriate staff accounts to the wheel group (in /etc/group). The staff members placed in the wheel group are allowed to su to root. You should never give staff members native wheel access by putting them in the wheel group in their password entry. Staff accounts should be placed in a staff group, and then added to the wheel group via the /etc/group file. Only those staff members who actually need to have root access should be placed in the wheel group. It is also possible, when using an authentication method such as Kerberos, to use Kerberos' .k5login file in the root account to allow a &man.ksu.1; to root without having to place anyone at all in the wheel group. This may be the better solution since the wheel mechanism still allows an intruder to break root if the intruder has gotten hold of your password file and can break into a staff account. While having the wheel mechanism is better than having nothing at all, it is not necessarily the safest option. An indirect way to secure staff accounts, and ultimately root access is to use an alternative login access method and do what is known as starring out the encrypted password for the staff accounts. Using the &man.vipw.8; command, one can replace each instance of an encrypted password with a single * character. This command will update the /etc/master.passwd file and user/password database to disable password-authenticated logins. A staff account entry such as: foobar:R9DT/Fa1/LV9U:1000:1000::0:0:Foo Bar:/home/foobar:/usr/local/bin/tcsh Should be changed to this: foobar:*:1000:1000::0:0:Foo Bar:/home/foobar:/usr/local/bin/tcsh This change will prevent normal logins from occurring, since the encrypted password will never match *. With this done, staff members must use another mechanism to authenticate themselves such as &man.kerberos.1; or &man.ssh.1; using a public/private key pair. When using something like Kerberos, one generally must secure the machines which run the Kerberos servers and your desktop workstation. When using a public/private key pair with ssh, one must generally secure the machine used to login from (typically one's workstation). An additional layer of protection can be added to the key pair by password protecting the key pair when creating it with &man.ssh-keygen.1;. Being able to star out the passwords for staff accounts also guarantees that staff members can only login through secure access methods that you have setup. This forces all staff members to use secure, encrypted connections for all of their sessions, which closes an important hole used by many intruders: sniffing the network from an unrelated, less secure machine. The more indirect security mechanisms also assume that you are logging in from a more restrictive server to a less restrictive server. For example, if your main box is running all sorts of servers, your workstation should not be running any. In order for your workstation to be reasonably secure you should run as few servers as possible, up to and including no servers at all, and you should run a password-protected screen blanker. Of course, given physical access to a workstation an attacker can break any sort of security you put on it. This is definitely a problem that you should consider, but you should also consider the fact that the vast majority of break-ins occur remotely, over a network, from people who do not have physical access to your workstation or servers. Kerberos Using something like Kerberos also gives you the ability to disable or change the password for a staff account in one place, and have it immediately effect all the machines on which the staff member may have an account. If a staff member's account gets compromised, the ability to instantly change his password on all machines should not be underrated. With discrete passwords, changing a password on N machines can be a mess. You can also impose re-passwording restrictions with Kerberos: not only can a Kerberos ticket be made to timeout after a while, but the Kerberos system can require that the user choose a new password after a certain period of time (say, once a month). Securing Root-run Servers and SUID/SGID Binaries ntalk comsat finger sandboxes sshd telnetd rshd rlogind The prudent sysadmin only runs the servers he needs to, no more, no less. Be aware that third party servers are often the most bug-prone. For example, running an old version of imapd or popper is like giving a universal root ticket out to the entire world. Never run a server that you have not checked out carefully. Many servers do not need to be run as root. For example, the ntalk, comsat, and finger daemons can be run in special user sandboxes. A sandbox is not perfect, unless you go through a large amount of trouble, but the onion approach to security still stands: If someone is able to break in through a server running in a sandbox, they still have to break out of the sandbox. The more layers the attacker must break through, the lower the likelihood of his success. Root holes have historically been found in virtually every server ever run as root, including basic system servers. If you are running a machine through which people only login via sshd and never login via telnetd or rshd or rlogind, then turn off those services! FreeBSD now defaults to running ntalkd, comsat, and finger in a sandbox. Another program which may be a candidate for running in a sandbox is &man.named.8;. /etc/defaults/rc.conf includes the arguments necessary to run named in a sandbox in a commented-out form. Depending on whether you are installing a new system or upgrading an existing system, the special user accounts used by these sandboxes may not be installed. The prudent sysadmin would research and implement sandboxes for servers whenever possible. sendmail There are a number of other servers that typically do not run in sandboxes: sendmail, popper, imapd, ftpd, and others. There are alternatives to some of these, but installing them may require more work than you are willing to perform (the convenience factor strikes again). You may have to run these servers as root and rely on other mechanisms to detect break-ins that might occur through them. The other big potential root holes in a system are the suid-root and sgid binaries installed on the system. Most of these binaries, such as rlogin, reside in /bin, /sbin, /usr/bin, or /usr/sbin. While nothing is 100% safe, the system-default suid and sgid binaries can be considered reasonably safe. Still, root holes are occasionally found in these binaries. A root hole was found in Xlib in 1998 that made xterm (which is typically suid) vulnerable. It is better to be safe than sorry and the prudent sysadmin will restrict suid binaries, that only staff should run, to a special group that only staff can access, and get rid of (chmod 000) any suid binaries that nobody uses. A server with no display generally does not need an xterm binary. Sgid binaries can be almost as dangerous. If an intruder can break an sgid-kmem binary, the intruder might be able to read /dev/kmem and thus read the encrypted password file, potentially compromising any passworded account. Alternatively an intruder who breaks group kmem can monitor keystrokes sent through pty's, including pty's used by users who login through secure methods. An intruder that breaks the tty group can write to almost any user's tty. If a user is running a terminal program or emulator with a keyboard-simulation feature, the intruder can potentially generate a data stream that causes the user's terminal to echo a command, which is then run as that user. Securing User Accounts User accounts are usually the most difficult to secure. While you can impose Draconian access restrictions on your staff and star out their passwords, you may not be able to do so with any general user accounts you might have. If you do have sufficient control, then you may win out and be able to secure the user accounts properly. If not, you simply have to be more vigilant in your monitoring of those accounts. Use of ssh and Kerberos for user accounts is more problematic, due to the extra administration and technical support required, but still a very good solution compared to a crypted password file. Securing the Password File The only sure fire way is to * out as many passwords as you can and use ssh or Kerberos for access to those accounts. Even though the encrypted password file (/etc/spwd.db) can only be read by root, it may be possible for an intruder to obtain read access to that file even if the attacker cannot obtain root-write access. Your security scripts should always check for and report changes to the password file (see the Checking file integrity section below). Securing the Kernel Core, Raw Devices, and Filesystems If an attacker breaks root he can do just about anything, but there are certain conveniences. For example, most modern kernels have a packet sniffing device driver built in. Under FreeBSD it is called the bpf device. An intruder will commonly attempt to run a packet sniffer on a compromised machine. You do not need to give the intruder the capability and most systems do not have the need for the bpf device compiled in. sysctl But even if you turn off the bpf device, you still have /dev/mem and /dev/kmem to worry about. For that matter, the intruder can still write to raw disk devices. Also, there is another kernel feature called the module loader, &man.kldload.8;. An enterprising intruder can use a KLD module to install his own bpf device, or other sniffing device, on a running kernel. To avoid these problems you have to run the kernel at a higher secure level, at least securelevel 1. The securelevel can be set with a sysctl on the kern.securelevel variable. Once you have set the securelevel to 1, write access to raw devices will be denied and special chflags flags, such as schg, will be enforced. You must also ensure that the schg flag is set on critical startup binaries, directories, and script files – everything that gets run up to the point where the securelevel is set. This might be overdoing it, and upgrading the system is much more difficult when you operate at a higher secure level. You may compromise and run the system at a higher secure level but not set the schg flag for every system file and directory under the sun. Another possibility is to simply mount / and /usr read-only. It should be noted that being too Draconian in what you attempt to protect may prevent the all-important detection of an intrusion. Checking File Integrity: Binaries, Configuration Files, Etc. When it comes right down to it, you can only protect your core system configuration and control files so much before the convenience factor rears its ugly head. For example, using chflags to set the schg bit on most of the files in / and /usr is probably counterproductive, because while it may protect the files, it also closes a detection window. The last layer of your security onion is perhaps the most important – detection. The rest of your security is pretty much useless (or, worse, presents you with a false sense of safety) if you cannot detect potential incursions. Half the job of the onion is to slow down the attacker, rather than stop him, in order to give the detection side of the equation a chance to catch him in the act. The best way to detect an incursion is to look for modified, missing, or unexpected files. The best way to look for modified files is from another (often centralized) limited-access system. Writing your security scripts on the extra-secure limited-access system makes them mostly invisible to potential attackers, and this is important. In order to take maximum advantage you generally have to give the limited-access box significant access to the other machines in the business, usually either by doing a read-only NFS export of the other machines to the limited-access box, or by setting up ssh key-pairs to allow the limited-access box to ssh to the other machines. Except for its network traffic, NFS is the least visible method – allowing you to monitor the filesystems on each client box virtually undetected. If your limited-access server is connected to the client boxes through a switch, the NFS method is often the better choice. If your limited-access server is connected to the client boxes through a hub, or through several layers of routing, the NFS method may be too insecure (network-wise) and using ssh may be the better choice even with the audit-trail tracks that ssh lays. Once you give a limited-access box, at least read access to the client systems it is supposed to monitor, you must write scripts to do the actual monitoring. Given an NFS mount, you can write scripts out of simple system utilities such as &man.find.1; and &man.md5.1;. It is best to physically md5 the client-box files at least once a day, and to test control files such as those found in /etc and /usr/local/etc even more often. When mismatches are found, relative to the base md5 information the limited-access machine knows is valid, it should scream at a sysadmin to go check it out. A good security script will also check for inappropriate suid binaries and for new or deleted files on system partitions such as / and /usr. When using ssh rather than NFS, writing the security script is much more difficult. You essentially have to scp the scripts to the client box in order to run them, making them visible, and for safety you also need to scp the binaries (such as find) that those scripts use. The ssh client on the client box may already be compromised. All in all, using ssh may be necessary when running over insecure links, but it is also a lot harder to deal with. A good security script will also check for changes to user and staff members access configuration files: .rhosts, .shosts, .ssh/authorized_keys and so forth… files that might fall outside the purview of the MD5 check. If you have a huge amount of user disk space, it may take too long to run through every file on those partitions. In this case, setting mount flags to disallow suid binaries and devices on those partitions is a good idea. The nodev and nosuid options (see &man.mount.8;) are what you want to look into. You should probably scan them anyway, at least once a week, since the object of this layer is to detect a break-in whether or not the break-in is effective. Process accounting (see &man.accton.8;) is a relatively low-overhead feature of the operating system which might help as a post-break-in evaluation mechanism. It is especially useful in tracking down how an intruder has actually broken into a system, assuming the file is still intact after the break-in occurs. Finally, security scripts should process the log files, and the logs themselves should be generated in as secure a manner as possible – remote syslog can be very useful. An intruder tries to cover his tracks, and log files are critical to the sysadmin trying to track down the time and method of the initial break-in. One way to keep a permanent record of the log files is to run the system console to a serial port and collect the information on a continuing basis through a secure machine monitoring the consoles. Paranoia A little paranoia never hurts. As a rule, a sysadmin can add any number of security features, as long as they do not effect convenience, and can add security features that do effect convenience with some added thought. Even more importantly, a security administrator should mix it up a bit – if you use recommendations such as those given by this document verbatim, you give away your methodologies to the prospective attacker who also has access to this document. Denial of Service Attacks Denial of Service (DoS) This section covers Denial of Service attacks. A DoS attack is typically a packet attack. While there is not much you can do about modern spoofed packet attacks that saturate your network, you can generally limit the damage by ensuring that the attacks cannot take down your servers. Limiting server forks. Limiting springboard attacks (ICMP response attacks, ping broadcast, etc.). Kernel Route Cache. A common DoS attack is against a forking server that attempts to cause the server to eat processes, file descriptors, and memory, until the machine dies. inetd (see &man.inetd.8;) has several options to limit this sort of attack. It should be noted that while it is possible to prevent a machine from going down, it is not generally possible to prevent a service from being disrupted by the attack. Read the inetd manual page carefully and pay specific attention to the , , and options. Note that spoofed-IP attacks will circumvent the option to inetd, so typically a combination of options must be used. Some standalone servers have self-fork-limitation parameters. Sendmail has its option, which tends to work much better than trying to use sendmail's load limiting options due to the load lag. You should specify a MaxDaemonChildren parameter, when you start sendmail, high enough to handle your expected load, but not so high that the computer cannot handle that number of sendmails without falling on its face. It is also prudent to run sendmail in queued mode () and to run the daemon (sendmail -bd) separate from the queue-runs (sendmail -q15m). If you still want real-time delivery you can run the queue at a much lower interval, such as , but be sure to specify a reasonable MaxDaemonChildren option for that sendmail to prevent cascade failures. Syslogd can be attacked directly and it is strongly recommended that you use the option whenever possible, and the option otherwise. You should also be fairly careful with connect-back services such as tcpwrapper's reverse-identd, which can be attacked directly. You generally do not want to use the reverse-ident feature of tcpwrappers for this reason. It is a very good idea to protect internal services from external access by firewalling them off at your border routers. The idea here is to prevent saturation attacks from outside your LAN, not so much to protect internal services from network-based root compromise. Always configure an exclusive firewall, i.e., firewall everything except ports A, B, C, D, and M-Z. This way you can firewall off all of your low ports except for certain specific services such as named (if you are primary for a zone), ntalkd, sendmail, and other Internet-accessible services. If you try to configure the firewall the other way – as an inclusive or permissive firewall, there is a good chance that you will forget to close a couple of services, or that you will add a new internal service and forget to update the firewall. You can still open up the high-numbered port range on the firewall, to allow permissive-like operation, without compromising your low ports. Also take note that FreeBSD allows you to control the range of port numbers used for dynamic binding, via the various net.inet.ip.portrange sysctl's (sysctl -a | fgrep portrange), which can also ease the complexity of your firewall's configuration. For example, you might use a normal first/last range of 4000 to 5000, and a hiport range of 49152 to 65535, then block off everything under 4000 in your firewall (except for certain specific Internet-accessible ports, of course). ICMP_BANDLIM Another common DoS attack is called a springboard attack – to attack a server in a manner that causes the server to generate responses which overloads the server, the local network, or some other machine. The most common attack of this nature is the ICMP ping broadcast attack. The attacker spoofs ping packets sent to your LAN's broadcast address with the source IP address set to the actual machine they wish to attack. If your border routers are not configured to stomp on ping's to broadcast addresses, your LAN winds up generating sufficient responses to the spoofed source address to saturate the victim, especially when the attacker uses the same trick on several dozen broadcast addresses over several dozen different networks at once. Broadcast attacks of over a hundred and twenty megabits have been measured. A second common springboard attack is against the ICMP error reporting system. By constructing packets that generate ICMP error responses, an attacker can saturate a server's incoming network and cause the server to saturate its outgoing network with ICMP responses. This type of attack can also crash the server by running it out of mbuf's, especially if the server cannot drain the ICMP responses it generates fast enough. The FreeBSD kernel has a new kernel compile option called which limits the effectiveness of these sorts of attacks. The last major class of springboard attacks is related to certain internal inetd services such as the udp echo service. An attacker simply spoofs a UDP packet with the source address being server A's echo port, and the destination address being server B's echo port, where server A and B are both on your LAN. The two servers then bounce this one packet back and forth between each other. The attacker can overload both servers and their LANs simply by injecting a few packets in this manner. Similar problems exist with the internal chargen port. A competent sysadmin will turn off all of these inetd-internal test services. Spoofed packet attacks may also be used to overload the kernel route cache. Refer to the net.inet.ip.rtexpire, rtminexpire, and rtmaxcache sysctl parameters. A spoofed packet attack that uses a random source IP will cause the kernel to generate a temporary cached route in the route table, viewable with netstat -rna | fgrep W3. These routes typically timeout in 1600 seconds or so. If the kernel detects that the cached route table has gotten too big it will dynamically reduce the rtexpire but will never decrease it to less than rtminexpire. There are two problems: The kernel does not react quickly enough when a lightly loaded server is suddenly attacked. The rtminexpire is not low enough for the kernel to survive a sustained attack. If your servers are connected to the Internet via a T3 or better, it may be prudent to manually override both rtexpire and rtminexpire via &man.sysctl.8;. Never set either parameter to zero (unless you want to crash the machine). Setting both parameters to 2 seconds should be sufficient to protect the route table from attack. Access Issues with Kerberos and SSH ssh Kerberos There are a few issues with both Kerberos and ssh that need to be addressed if you intend to use them. Kerberos V is an excellent authentication protocol, but there are bugs in the kerberized telnet and rlogin applications that make them unsuitable for dealing with binary streams. Also, by default Kerberos does not encrypt a session unless you use the option. ssh encrypts everything by default. ssh works quite well in every respect except that it forwards encryption keys by default. What this means is that if you have a secure workstation holding keys that give you access to the rest of the system, and you ssh to an insecure machine, your keys are usable. The actual keys themselves are not exposed, but ssh installs a forwarding port for the duration of your login, and if an attacker has broken root on the insecure machine he can utilize that port to use your keys to gain access to any other machine that your keys unlock. We recommend that you use ssh in combination with Kerberos whenever possible for staff logins. ssh can be compiled with Kerberos support. This reduces your reliance on potentially exposable ssh keys while at the same time protecting passwords via Kerberos. ssh keys should only be used for automated tasks from secure machines (something that Kerberos is unsuited to do). We also recommend that you either turn off key-forwarding in the ssh configuration, or that you make use of the from=IP/DOMAIN option that ssh allows in its authorized_keys file to make the key only usable to entities logging in from specific machines. Bill Swingle Parts rewritten and updated by DES, MD5, and Crypt security crypt crypt DES MD5 Every user on a Unix system has a password associated with their account. It seems obvious that these passwords need to be known only to the user and the actual operating system. In order to keep these passwords secret, they are encrypted with what is known as a one-way hash, that is, they can only be easily encrypted but not decrypted. In other words, what we told you a moment ago was obvious is not even true: the operating system itself does not really know the password. It only knows the encrypted form of the password. The only way to get the plain-text password is by a brute force search of the space of possible passwords. Unfortunately the only secure way to encrypt passwords when Unix came into being was based on DES, the Data Encryption Standard. This was not such a problem for users resident in the US, but since the source code for DES could not be exported outside the US, FreeBSD had to find a way to both comply with US law and retain compatibility with all the other Unix variants that still used DES. The solution was to divide up the encryption libraries so that US users could install the DES libraries and use DES but international users still had an encryption method that could be exported abroad. This is how FreeBSD came to use MD5 as its default encryption method. MD5 is believed to be more secure than DES, so installing DES is offered primarily for compatibility reasons. Recognizing Your Crypt Mechanism Before FreeBSD 4.4 libcrypt.a was a symbolic link pointing to the library which was used for encryption. FreeBSD 4.4 changed libcrypt.a to provide a configurable password authentication hash library. Currently the library supports DES, MD5 and Blowfish hash functions. By default FreeBSD uses MD5 to encrypt passwords. It is pretty easy to identify which encryption method FreeBSD is set up to use. Examining the encrypted passwords in the /etc/master.passwd file is one way. Passwords encrypted with the MD5 hash are longer than those encrypted with the DES hash and also begin with the characters $1$. Passwords starting with $2$ are encrypted with the Blowfish hash function. DES password strings do not have any particular identifying characteristics, but they are shorter than MD5 passwords, and are coded in a 64-character alphabet which does not include the $ character, so a relatively short string which does not begin with a dollar sign is very likely a DES password. The password format used for new passwords is controlled by the passwd_format login capability in /etc/login.conf, which takes values of des or md5 or blf. See the &man.login.conf.5; manual page for more information about login capabilities. S/Key S/Key security S/Key S/Key is a one-time password scheme based on a one-way hash function. FreeBSD uses the MD4 hash for compatibility but other systems have used MD5 and DES-MAC. S/Key has been part of the FreeBSD base system since version 1.1.5 and is also used on a growing number of other operating systems. S/Key is a registered trademark of Bell Communications Research, Inc. From version 5.0 of FreeBSD, S/Key has been replaced with the functionally equivalent OPIE (Onetime Passwords In Everything). OPIE uses the MD5 hash by default. There are three different sorts of passwords which we will talk about in the discussion below. The first is your usual Unix-style or Kerberos password; we will call this a Unix password. The second sort is the one-time password which is generated by the S/Key key program or the OPIE opiekey program and accepted by the keyinit or opiepasswd programs and the login prompt; we will call this a one-time password. The final sort of password is the secret password which you give to the key/opiekey programs (and sometimes the keyinit/opiepasswd programs) which it uses to generate one-time passwords; we will call it a secret password or just unqualified password. The secret password does not have anything to do with your Unix password; they can be the same but this is not recommended. S/Key and OPIE secret passwords are not limited to 8 characters like Unix passwords, they can be as long as you like. Passwords of six or seven word long phrases are fairly common. For the most part, the S/Key or OPIE system operates completely independently of the Unix password system. Besides the password, there are two other pieces of data that are important to S/Key and OPIE. One is what is known as the seed or key, consisting of two letters and five digits. The other is what is called the iteration count, a number between 1 and 100. S/Key creates the one-time password by concatenating the seed and the secret password, then applying the MD4/MD5 hash as many times as specified by the iteration count and turning the result into six short English words. These six English words are your one-time password. The authentication system (primarily PAM) keeps track of the last one-time password used, and the user is authenticated if the hash of the user-provided password is equal to the previous password. Because a one-way hash is used it is impossible to generate future one-time passwords if a successfully used password is captured; the iteration count is decremented after each successful login to keep the user and the login program in sync. When the iteration count gets down to 1, S/Key and OPIE must be reinitialized. There are three programs involved in each system which we will discuss below. The key and opiekey programs accept an iteration count, a seed, and a secret password, and generate a one-time password or a consecutive list of one-time passwords. The keyinit and opiepasswd programs are used to initialize S/Key and OPIE respectively, and to change passwords, iteration counts, or seeds; they take either a secret passphrase, or an iteration count, seed, and one-time password. The keyinfo and opieinfo programs examine the relevant credentials files (/etc/skeykeys or /etc/opiekeys) and print out the invoking user's current iteration count and seed. There are four different sorts of operations we will cover. The first is using keyinit or opiepasswd over a secure connection to set up one-time-passwords for the first time, or to change your password or seed. The second operation is using keyinit or opiepasswd over an insecure connection, in conjunction with key or opiekey over a secure connection, to do the same. The third is using key/opiekey to log in over an insecure connection. The fourth is using key or opiekey to generate a number of keys which can be written down or printed out to carry with you when going to some location without secure connections to anywhere. Secure Connection Initialization To initialize S/Key for the first time, change your password, or change your seed while logged in over a secure connection (e.g., on the console of a machine or via ssh), use the keyinit command without any parameters while logged in as yourself: &prompt.user; keyinit Adding unfurl: Reminder - Only use this method if you are directly connected. If you are using telnet or rlogin exit with no password and use keyinit -s. Enter secret password: Again secret password: ID unfurl s/key is 99 to17757 DEFY CLUB PRO NASH LACE SOFT For OPIE, opiepasswd is used instead: &prompt.user; opiepasswd -c [grimreaper] ~ $ opiepasswd -f -c Adding unfurl: Only use this method from the console; NEVER from remote. If you are using telnet, xterm, or a dial-in, type ^C now or exit with no password. Then run opiepasswd without the -c parameter. Using MD5 to compute responses. Enter new secret pass phrase: Again new secret pass phrase: ID unfurl OTP key is 499 to4268 MOS MALL GOAT ARM AVID COED At the Enter new secret pass phrase: or Enter secret password: prompts, you should enter a password or phrase. Remember, this is not the password that you will use to login with, this is used to generate your one-time login keys. The ID line gives the parameters of your particular instance; your login name, the iteration count, and seed. When logging in the system will remember these parameters and present them back to you so you do not have to remember them. The last line gives the particular one-time password which corresponds to those parameters and your secret password; if you were to re-login immediately, this one-time password is the one you would use. Insecure Connection Initialization To initialize or change your secret password over an insecure connection, you will need to already have a secure connection to some place where you can run key or opiekey; this might be in the form of a desk accessory on a Macintosh, or a shell prompt on a machine you trust. You will also need to make up an iteration count (100 is probably a good value), and you may make up your own seed or use a randomly-generated one. Over on the insecure connection (to the machine you are initializing), use the keyinit -s command: &prompt.user; keyinit -s Updating unfurl: Old key: to17758 Reminder you need the 6 English words from the key command. Enter sequence count from 1 to 9999: 100 Enter new key [default to17759]: s/key 100 to 17759 s/key access password: s/key access password:CURE MIKE BANE HIM RACY GORE For OPIE, you need to use opiepasswd: &prompt.user; opiepasswd Updating unfurl: You need the response from an OTP generator. Old secret pass phrase: otp-md5 498 to4268 ext Response: GAME GAG WELT OUT DOWN CHAT New secret pass phrase: otp-md5 499 to4269 Response: LINE PAP MILK NELL BUOY TROY ID mark OTP key is 499 gr4269 LINE PAP MILK NELL BUOY TROY To accept the default seed (which the keyinit program confusingly calls a key), press Return. Then before entering an access password, move over to your secure connection or S/Key desk accessory, and give it the same parameters: &prompt.user; key 100 to17759 Reminder - Do not use this program while logged in via telnet or rlogin. Enter secret password: <secret password> CURE MIKE BANE HIM RACY GORE Or for OPIE: &prompt.user; opiekey 498 to4268 Using the MD5 algorithm to compute response. Reminder: Don't use opiekey from telnet or dial-in sessions. Enter secret pass phrase: GAME GAG WELT OUT DOWN CHAT Now switch back over to the insecure connection, and copy the one-time password generated over to the relevant program. Generating a Single one-time Password Once you have initialized S/Key or OPIE, when you login you will be presented with a prompt like this: &prompt.user; telnet example.com Trying 10.0.0.1... Connected to example.com Escape character is '^]'. FreeBSD/i386 (example.com) (ttypa) login: <username> s/key 97 fw13894 Password: Or for OPIE: &prompt.user; telnet example.com Trying 10.0.0.1... Connected to example.com Escape character is '^]'. FreeBSD/i386 (example.com) (ttypa) login: <username> otp-md5 498 gr4269 ext Password: As a side note, the S/Key and OPIE prompts have a useful feature (not shown here): if you press Return at the password prompt, the prompter will turn echo on, so you can see what you are typing. This can be extremely useful if you are attempting to type in a password by hand, such as from a printout. MS-DOS Windows MacOS At this point you need to generate your one-time password to answer this login prompt. This must be done on a trusted system that you can run key or opiekey on. (There are versions of these for DOS, Windows and MacOS as well.) They need both the iteration count and the seed as command line options. You can cut-and-paste these right from the login prompt on the machine that you are logging in to. On the trusted system: &prompt.user; key 97 fw13894 Reminder - Do not use this program while logged in via telnet or rlogin. Enter secret password: WELD LIP ACTS ENDS ME HAAG For OPIE: &prompt.user; opiekey 498 to4268 Using the MD5 algorithm to compute response. Reminder: Don't use opiekey from telnet or dial-in sessions. Enter secret pass phrase: GAME GAG WELT OUT DOWN CHAT Now that you have your one-time password you can continue logging in: login: <username> s/key 97 fw13894 Password: <return to enable echo> s/key 97 fw13894 Password [echo on]: WELD LIP ACTS ENDS ME HAAG Last login: Tue Mar 21 11:56:41 from 10.0.0.2 ... Generating Multiple one-time Passwords Sometimes you have to go places where you do not have access to a trusted machine or secure connection. In this case, it is possible to use the key command to generate a number of one-time passwords before hand to be printed out and taken with you. For example: &prompt.user; key -n 5 30 zz99999 Reminder - Do not use this program while logged in via telnet or rlogin. Enter secret password: <secret password> 26: SODA RUDE LEA LIND BUDD SILT 27: JILT SPY DUTY GLOW COWL ROT 28: THEM OW COLA RUNT BONG SCOT 29: COT MASH BARR BRIM NAN FLAG 30: CAN KNEE CAST NAME FOLK BILK The requests five keys in sequence, the specifies what the last iteration number should be. Note that these are printed out in reverse order of eventual use. If you are really paranoid, you might want to write the results down by hand; otherwise you can cut-and-paste into lpr. Note that each line shows both the iteration count and the one-time password; you may still find it handy to scratch off passwords as you use them. Restricting Use of Unix Passwords Restrictions can be placed on the use of Unix passwords based on the host name, user name, terminal port, or IP address of a login session. These restrictions can be found in the configuration file /etc/skey.access. The &man.skey.access.5; manual page has more information on the complete format of the file and also details some security cautions to be aware of before depending on this file for security. If there is no /etc/skey.access file (this is the FreeBSD default), then all users will be allowed to use Unix passwords. If the file exists, however, then all users will be required to use S/Key unless explicitly permitted to do otherwise by configuration statements in the skey.access file. In all cases, Unix passwords are permitted on the console. Here is a sample configuration file which illustrates the three most common sorts of configuration statements: permit internet 192.168.0.0 255.255.0.0 permit user fnord permit port ttyd0 The first line (permit internet) allows users whose IP source address (which is vulnerable to spoofing) matches the specified value and mask, to use Unix passwords. This should not be considered a security mechanism, but rather, a means to remind authorized users that they are using an insecure network and need to use S/Key for authentication. The second line (permit user) allows the specified username, in this case fnord, to use Unix passwords at any time. Generally speaking, this should only be used for people who are either unable to use the key program, like those with dumb terminals, or those who are uneducable. The third line (permit port) allows all users logging in on the specified terminal line to use Unix passwords; this would be used for dial-ups. Mark Murray Contributed by Mark Dapoz Based on a contribution by Kerberos Kerberos Kerberos is a network add-on system/protocol that allows users to authenticate themselves through the services of a secure server. Services such as remote login, remote copy, secure inter-system file copying and other high-risk tasks are made considerably safer and more controllable. The following instructions can be used as a guide on how to set up Kerberos as distributed for FreeBSD. However, you should refer to the relevant manual pages for a complete description. Installing Kerberos MIT Kerberos installing Kerberos is an optional component of FreeBSD. The easiest way to install this software is by selecting the 'krb4' or 'krb5' distribution in sysinstall during the initial installation of FreeBSD. This will install the 'eBones' (KerberosIV) or 'Heimdal' (Kerberos5) implementation of Kerberos. These implementations are included because they are developed outside the USA/Canada and were thus available to system owners outside those countries during the era of restrictive export controls on cryptographic code from the USA. Alternatively, the MIT implementation of Kerberos is available from the ports collection as security/krb5. Creating the Initial Database This is done on the Kerberos server only. First make sure that you do not have any old Kerberos databases around. You should change to the directory /etc/kerberosIV and check that only the following files are present: &prompt.root; cd /etc/kerberosIV &prompt.root; ls README krb.conf krb.realms If any additional files (such as principal.* or master_key) exist, then use the kdb_destroy command to destroy the old Kerberos database, or if Kerberos is not running, simply delete the extra files. You should now edit the krb.conf and krb.realms files to define your Kerberos realm. In this case the realm will be EXAMPLE.COM and the server is grunt.example.com. We edit or create the krb.conf file: &prompt.root; cat krb.conf EXAMPLE.COM EXAMPLE.COM grunt.example.com admin server CS.BERKELEY.EDU okeeffe.berkeley.edu ATHENA.MIT.EDU kerberos.mit.edu ATHENA.MIT.EDU kerberos-1.mit.edu ATHENA.MIT.EDU kerberos-2.mit.edu ATHENA.MIT.EDU kerberos-3.mit.edu LCS.MIT.EDU kerberos.lcs.mit.edu TELECOM.MIT.EDU bitsy.mit.edu ARC.NASA.GOV trident.arc.nasa.gov In this case, the other realms do not need to be there. They are here as an example of how a machine may be made aware of multiple realms. You may wish to not include them for simplicity. The first line names the realm in which this system works. The other lines contain realm/host entries. The first item on a line is a realm, and the second is a host in that realm that is acting as a key distribution center. The words admin server following a host's name means that host also provides an administrative database server. For further explanation of these terms, please consult the Kerberos manual pages. Now we have to add grunt.example.com to the EXAMPLE.COM realm and also add an entry to put all hosts in the .example.com domain in the EXAMPLE.COM realm. The krb.realms file would be updated as follows: &prompt.root; cat krb.realms grunt.example.com EXAMPLE.COM .example.com EXAMPLE.COM .berkeley.edu CS.BERKELEY.EDU .MIT.EDU ATHENA.MIT.EDU .mit.edu ATHENA.MIT.EDU Again, the other realms do not need to be there. They are here as an example of how a machine may be made aware of multiple realms. You may wish to remove them to simplify things. The first line puts the specific system into the named realm. The rest of the lines show how to default systems of a particular subdomain to a named realm. Now we are ready to create the database. This only needs to run on the Kerberos server (or Key Distribution Center). Issue the kdb_init command to do this: &prompt.root; kdb_init Realm name [default ATHENA.MIT.EDU ]: EXAMPLE.COM You will be prompted for the database Master Password. It is important that you NOT FORGET this password. Enter Kerberos master key: Now we have to save the key so that servers on the local machine can pick it up. Use the kstash command to do this. &prompt.root; kstash Enter Kerberos master key: Current Kerberos master key version is 1. Master key entered. BEWARE! This saves the encrypted master password in /etc/kerberosIV/master_key. Making It All Run Two principals need to be added to the database for each system that will be secured with Kerberos. Their names are kpasswd and rcmd These two principals are made for each system, with the instance being the name of the individual system. These daemons, kpasswd and rcmd allow other systems to change Kerberos passwords and run commands like rcp, rlogin and rsh. Now let us add these entries: &prompt.root; kdb_edit Opening database... Enter Kerberos master key: Current Kerberos master key version is 1. Master key entered. BEWARE! Previous or default values are in [brackets] , enter return to leave the same, or new value. Principal name: passwd Instance: grunt <Not found>, Create [y] ? y Principal: passwd, Instance: grunt, kdc_key_ver: 1 New Password: <---- enter RANDOM here Verifying password New Password: <---- enter RANDOM here Random password [y] ? y Principal's new key version = 1 Expiration date (enter yyyy-mm-dd) [ 2000-01-01 ] ? Max ticket lifetime (*5 minutes) [ 255 ] ? Attributes [ 0 ] ? Edit O.K. Principal name: rcmd Instance: grunt <Not found>, Create [y] ? Principal: rcmd, Instance: grunt, kdc_key_ver: 1 New Password: <---- enter RANDOM here Verifying password New Password: <---- enter RANDOM here Random password [y] ? Principal's new key version = 1 Expiration date (enter yyyy-mm-dd) [ 2000-01-01 ] ? Max ticket lifetime (*5 minutes) [ 255 ] ? Attributes [ 0 ] ? Edit O.K. Principal name: <---- null entry here will cause an exit Creating the Server File We now have to extract all the instances which define the services on each machine. For this we use the ext_srvtab command. This will create a file which must be copied or moved by secure means to each Kerberos client's /etc/kerberosIV directory. This file must be present on each server and client, and is crucial to the operation of Kerberos. &prompt.root; ext_srvtab grunt Enter Kerberos master key: Current Kerberos master key version is 1. Master key entered. BEWARE! Generating 'grunt-new-srvtab'.... Now, this command only generates a temporary file which must be renamed to srvtab so that all the servers can pick it up. Use the mv command to move it into place on the original system: &prompt.root; mv grunt-new-srvtab srvtab If the file is for a client system, and the network is not deemed safe, then copy the client-new-srvtab to removable media and transport it by secure physical means. Be sure to rename it to srvtab in the client's /etc/kerberosIV directory, and make sure it is mode 600: &prompt.root; mv grumble-new-srvtab srvtab &prompt.root; chmod 600 srvtab Populating the Database We now have to add some user entries into the database. First let us create an entry for the user jane. Use the kdb_edit command to do this: &prompt.root; kdb_edit Opening database... Enter Kerberos master key: Current Kerberos master key version is 1. Master key entered. BEWARE! Previous or default values are in [brackets] , enter return to leave the same, or new value. Principal name: jane Instance: <Not found>, Create [y] ? y Principal: jane, Instance: , kdc_key_ver: 1 New Password: <---- enter a secure password here Verifying password New Password: <---- re-enter the password here Principal's new key version = 1 Expiration date (enter yyyy-mm-dd) [ 2000-01-01 ] ? Max ticket lifetime (*5 minutes) [ 255 ] ? Attributes [ 0 ] ? Edit O.K. Principal name: <---- null entry here will cause an exit Testing It All Out First we have to start the Kerberos daemons. NOTE that if you have correctly edited your /etc/rc.conf then this will happen automatically when you reboot. This is only necessary on the Kerberos server. Kerberos clients will automagically get what they need from the /etc/kerberosIV directory. &prompt.root; kerberos & Kerberos server starting Sleep forever on error Log file is /var/log/kerberos.log Current Kerberos master key version is 1. Master key entered. BEWARE! Current Kerberos master key version is 1 Local realm: EXAMPLE.COM &prompt.root; kadmind -n & KADM Server KADM0.0A initializing Please do not use 'kill -9' to kill this job, use a regular kill instead Current Kerberos master key version is 1. Master key entered. BEWARE! Now we can try using the kinit command to get a ticket for the id jane that we created above: &prompt.user; kinit jane MIT Project Athena (grunt.example.com) Kerberos Initialization for "jane" Password: Try listing the tokens using klist to see if we really have them: &prompt.user; klist Ticket file: /tmp/tkt245 Principal: jane@EXAMPLE.COM Issued Expires Principal Apr 30 11:23:22 Apr 30 19:23:22 krbtgt.EXAMPLE.COM@EXAMPLE.COM Now try changing the password using passwd to check if the kpasswd daemon can get authorization to the Kerberos database: &prompt.user; passwd realm EXAMPLE.COM Old password for jane: New Password for jane: Verifying password New Password for jane: Password changed. Adding <command>su</command> Privileges Kerberos allows us to give each user who needs root privileges their own separate su password. We could now add an id which is authorized to su to root. This is controlled by having an instance of root associated with a principal. Using kdb_edit we can create the entry jane.root in the Kerberos database: &prompt.root; kdb_edit Opening database... Enter Kerberos master key: Current Kerberos master key version is 1. Master key entered. BEWARE! Previous or default values are in [brackets] , enter return to leave the same, or new value. Principal name: jane Instance: root <Not found>, Create [y] ? y Principal: jane, Instance: root, kdc_key_ver: 1 New Password: <---- enter a SECURE password here Verifying password New Password: <---- re-enter the password here Principal's new key version = 1 Expiration date (enter yyyy-mm-dd) [ 2000-01-01 ] ? Max ticket lifetime (*5 minutes) [ 255 ] ? 12 <--- Keep this short! Attributes [ 0 ] ? Edit O.K. Principal name: <---- null entry here will cause an exit Now try getting tokens for it to make sure it works: &prompt.root; kinit jane.root MIT Project Athena (grunt.example.com) Kerberos Initialization for "jane.root" Password: Now we need to add the user to root's .klogin file: &prompt.root; cat /root/.klogin jane.root@EXAMPLE.COM Now try doing the su: &prompt.user; su Password: and take a look at what tokens we have: &prompt.root; klist Ticket file: /tmp/tkt_root_245 Principal: jane.root@EXAMPLE.COM Issued Expires Principal May 2 20:43:12 May 3 04:43:12 krbtgt.EXAMPLE.COM@EXAMPLE.COM Using Other Commands In an earlier example, we created a principal called jane with an instance root. This was based on a user with the same name as the principal, and this is a Kerberos default; that a <principal>.<instance> of the form <username>.root will allow that <username> to su to root if the necessary entries are in the .klogin file in root's home directory: &prompt.root; cat /root/.klogin jane.root@EXAMPLE.COM Likewise, if a user has in their own home directory lines of the form: &prompt.user; cat ~/.klogin jane@EXAMPLE.COM jack@EXAMPLE.COM This allows anyone in the EXAMPLE.COM realm who has authenticated themselves to jane or jack (via kinit, see above) access to rlogin to jane's account or files on this system (grunt) via rlogin, rsh or rcp. For example, jane now logs into another system using Kerberos: &prompt.user; kinit MIT Project Athena (grunt.example.com) Password: &prompt.user; rlogin grunt Last login: Mon May 1 21:14:47 from grumble Copyright (c) 1980, 1983, 1986, 1988, 1990, 1991, 1993, 1994 The Regents of the University of California. All rights reserved. FreeBSD BUILT-19950429 (GR386) #0: Sat Apr 29 17:50:09 SAT 1995 Or Jack logs into Jane's account on the same machine (jane having set up the .klogin file as above, and the person in charge of Kerberos having set up principal jack with a null instance: &prompt.user; kinit &prompt.user; rlogin grunt -l jane MIT Project Athena (grunt.example.com) Password: Last login: Mon May 1 21:16:55 from grumble Copyright (c) 1980, 1983, 1986, 1988, 1990, 1991, 1993, 1994 The Regents of the University of California. All rights reserved. FreeBSD BUILT-19950429 (GR386) #0: Sat Apr 29 17:50:09 SAT 1995 Gary Palmer Contributed by Alex Nash Firewalls firewall security firewalls Firewalls are an area of increasing interest for people who are connected to the Internet, and are even finding applications on private networks to provide enhanced security. This section will hopefully explain what firewalls are, how to use them, and how to use the facilities provided in the FreeBSD kernel to implement them. People often think that having a firewall between your internal network and the Big Bad Internet will solve all your security problems. It may help, but a poorly setup firewall system is more of a security risk than not having one at all. A firewall can add another layer of security to your systems, but it cannot stop a really determined cracker from penetrating your internal network. If you let internal security lapse because you believe your firewall to be impenetrable, you have just made the crackers job that much easier. What Is a Firewall? There are currently two distinct types of firewalls in common use on the Internet today. The first type is more properly called a packet filtering router, where the kernel on a multi-homed machine chooses whether to forward or block packets based on a set of rules. The second type, known as a proxy server, relies on daemons to provide authentication and to forward packets, possibly on a multi-homed machine which has kernel packet forwarding disabled. Sometimes sites combine the two types of firewalls, so that only a certain machine (known as a bastion host) is allowed to send packets through a packet filtering router onto an internal network. Proxy services are run on the bastion host, which are generally more secure than normal authentication mechanisms. FreeBSD comes with a kernel packet filter (known as IPFW), which is what the rest of this section will concentrate on. Proxy servers can be built on FreeBSD from third party software, but there is such a variety of proxy servers available that it would be impossible to cover them in this section. Packet Filtering Routers A router is a machine which forwards packets between two or more networks. A packet filtering router has an extra piece of code in its kernel which compares each packet to a list of rules before deciding if it should be forwarded or not. Most modern IP routing software has packet filtering code within it that defaults to forwarding all packets. To enable the filters, you need to define a set of rules for the filtering code so it can decide if the packet should be allowed to pass or not. To decide whether a packet should be passed on, the code looks through its set of rules for a rule which matches the contents of this packets headers. Once a match is found, the rule action is obeyed. The rule action could be to drop the packet, to forward the packet, or even to send an ICMP message back to the originator. Only the first match counts, as the rules are searched in order. Hence, the list of rules can be referred to as a rule chain. The packet matching criteria varies depending on the software used, but typically you can specify rules which depend on the source IP address of the packet, the destination IP address, the source port number, the destination port number (for protocols which support ports), or even the packet type (UDP, TCP, ICMP, etc). Proxy Servers Proxy servers are machines which have had the normal system daemons (telnetd, ftpd, etc) replaced with special servers. These servers are called proxy servers as they normally only allow onward connections to be made. This enables you to run (for example) a proxy telnet server on your firewall host, and people can telnet in to your firewall from the outside, go through some authentication mechanism, and then gain access to the internal network (alternatively, proxy servers can be used for signals coming from the internal network and heading out). Proxy servers are normally more secure than normal servers, and often have a wider variety of authentication mechanisms available, including one-shot password systems so that even if someone manages to discover what password you used, they will not be able to use it to gain access to your systems as the password instantly expires. As they do not actually give users access to the host machine, it becomes a lot more difficult for someone to install backdoors around your security system. Proxy servers often have ways of restricting access further, so that only certain hosts can gain access to the servers, and often they can be set up so that you can limit which users can talk to which destination machine. Again, what facilities are available depends largely on what proxy software you choose. What Does IPFW Allow Me to Do? ipfw IPFW, the software supplied with FreeBSD, is a packet filtering and accounting system which resides in the kernel, and has a user-land control utility, &man.ipfw.8;. Together, they allow you to define and query the rules currently used by the kernel in its routing decisions. There are two related parts to IPFW. The firewall section allows you to perform packet filtering. There is also an IP accounting section which allows you to track usage of your router, based on similar rules to the firewall section. This allows you to see (for example) how much traffic your router is getting from a certain machine, or how much WWW (World Wide Web) traffic it is forwarding. As a result of the way that IPFW is designed, you can use IPFW on non-router machines to perform packet filtering on incoming and outgoing connections. This is a special case of the more general use of IPFW, and the same commands and techniques should be used in this situation. Enabling IPFW on FreeBSD ipfw enabling As the main part of the IPFW system lives in the kernel, you will need to add one or more options to your kernel configuration file, depending on what facilities you want, and recompile your kernel. See "Reconfiguring your Kernel" () for more details on how to recompile your kernel. IPFW defaults to a policy of deny ip from any to any. If you do not add other rules during startup to allow access, you will lock yourself out of the server upon rebooting into a firewall-enabled kernel. We suggest that you set firewall_type=open in your /etc/rc.conf file when first enabling this feature, then refining the firewall rules in /etc/rc.firewall after you have tested that the new kernel feature works properly. To be on the safe side, you may wish to consider performing the initial firewall configuration from the local console rather than via ssh. Another option is to build a kernel using both the IPFIREWALL and IPFIREWALL_DEFAULT_TO_ACCEPT options. This will change the default rule of IPFW to allow ip from any to any and avoid the possibility of a lockout. There are currently four kernel configuration options relevant to IPFW: options IPFIREWALL Compiles into the kernel the code for packet filtering. options IPFIREWALL_VERBOSE Enables code to allow logging of packets through &man.syslogd.8;. Without this option, even if you specify that packets should be logged in the filter rules, nothing will happen. options IPFIREWALL_VERBOSE_LIMIT=10 Limits the number of packets logged through &man.syslogd.8; on a per entry basis. You may wish to use this option in hostile environments in which you want to log firewall activity, but do not want to be open to a denial of service attack via syslog flooding. When a chain entry reaches the packet limit specified, logging is turned off for that particular entry. To resume logging, you will need to reset the associated counter using the &man.ipfw.8; utility: &prompt.root; ipfw zero 4500 Where 4500 is the chain entry you wish to continue logging. options IPFIREWALL_DEFAULT_TO_ACCEPT This changes the default rule action from deny to allow. This avoids the possibility of locking yourself out if you happen to boot a kernel with IPFIREWALL support but have not configured your firewall yet. It is also very useful if you often use &man.ipfw.8; as a filter for specific problems as they arise. Use with care though, as this opens up the firewall and changes the way it works. Previous versions of FreeBSD contained an IPFIREWALL_ACCT option. This is now obsolete as the firewall code automatically includes accounting facilities. Configuring IPFW ipfw configuring The configuration of the IPFW software is done through the &man.ipfw.8; utility. The syntax for this command looks quite complicated, but it is relatively simple once you understand its structure. There are currently four different command categories used by the utility: addition/deletion, listing, flushing, and clearing. Addition/deletion is used to build the rules that control how packets are accepted, rejected, and logged. Listing is used to examine the contents of your rule set (otherwise known as the chain) and packet counters (accounting). Flushing is used to remove all entries from the chain. Clearing is used to zero out one or more accounting entries. Altering the IPFW Rules The syntax for this form of the command is: ipfw -N command index action log protocol addresses options There is one valid flag when using this form of the command: -N Resolve addresses and service names in output. The command given can be shortened to the shortest unique form. The valid commands are: add Add an entry to the firewall/accounting rule list delete Delete an entry from the firewall/accounting rule list Previous versions of IPFW used separate firewall and accounting entries. The present version provides packet accounting with each firewall entry. If an index value is supplied, it is used to place the entry at a specific point in the chain. Otherwise, the entry is placed at the end of the chain at an index 100 greater than the last chain entry (this does not include the default policy, rule 65535, deny). The log option causes matching rules to be output to the system console if the kernel was compiled with IPFIREWALL_VERBOSE. Valid actions are: reject Drop the packet, and send an ICMP host or port unreachable (as appropriate) packet to the source. allow Pass the packet on as normal. (aliases: pass and accept) deny Drop the packet. The source is not notified via an ICMP message (thus it appears that the packet never arrived at the destination). count Update packet counters but do not allow/deny the packet based on this rule. The search continues with the next chain entry. Each action will be recognized by the shortest unambiguous prefix. The protocols which can be specified are: all Matches any IP packet icmp Matches ICMP packets tcp Matches TCP packets udp Matches UDP packets The address specification is: from address/maskport to address/maskport via interface You can only specify port in conjunction with protocols which support ports (UDP and TCP). The is optional and may specify the IP address or domain name of a local IP interface, or an interface name (e.g. ed0) to match only packets coming through this interface. Interface unit numbers can be specified with an optional wildcard. For example, ppp* would match all kernel PPP interfaces. The syntax used to specify an address/mask is: address or address/mask-bits or address:mask-pattern A valid hostname may be specified in place of the IP address. is a decimal number representing how many bits in the address mask should be set. e.g. specifying 192.216.222.1/24 will create a mask which will allow any address in a class C subnet (in this case, 192.216.222) to be matched. is an IP address which will be logically AND'ed with the address given. The keyword any may be used to specify any IP address. The port numbers to be blocked are specified as: port,port,port to specify either a single port or a list of ports, or port-port to specify a range of ports. You may also combine a single range with a list, but the range must always be specified first. The options available are: frag Matches if the packet is not the first fragment of the datagram. in Matches if the packet is on the way in. out Matches if the packet is on the way out. ipoptions spec Matches if the IP header contains the comma separated list of options specified in spec. The supported list of IP options are: ssrr (strict source route), lsrr (loose source route), rr (record packet route), and ts (time stamp). The absence of a particular option may be denoted with a leading !. established Matches if the packet is part of an already established TCP connection (i.e. it has the RST or ACK bits set). You can optimize the performance of the firewall by placing established rules early in the chain. setup Matches if the packet is an attempt to establish a TCP connection (the SYN bit is set but the ACK bit is not). tcpflags flags Matches if the TCP header contains the comma separated list of flags. The supported flags are fin, syn, rst, psh, ack, and urg. The absence of a particular flag may be indicated by a leading !. icmptypes types Matches if the ICMP type is present in the list types. The list may be specified as any combination of ranges and/or individual types separated by commas. Commonly used ICMP types are: 0 echo reply (ping reply), 3 destination unreachable, 5 redirect, 8 echo request (ping request), and 11 time exceeded (used to indicate TTL expiration as with &man.traceroute.8;). Listing the IPFW Rules The syntax for this form of the command is: ipfw -a -t -N l There are three valid flags when using this form of the command: -a While listing, show counter values. This option is the only way to see accounting counters. -t Display the last match times for each chain entry. The time listing is incompatible with the input syntax used by the &man.ipfw.8; utility. -N Attempt to resolve given addresses and service names. Flushing the IPFW Rules The syntax for flushing the chain is: ipfw flush This causes all entries in the firewall chain to be removed except the fixed default policy enforced by the kernel (index 65535). Use caution when flushing rules, the default deny policy will leave your system cut off from the network until allow entries are added to the chain. Clearing the IPFW Packet Counters The syntax for clearing one or more packet counters is: ipfw zero index When used without an index argument, all packet counters are cleared. If an index is supplied, the clearing operation only affects a specific chain entry. Example Commands for <application>ipfw</application> This command will deny all packets from the host evil.crackers.org to the telnet port of the host nice.people.org: &prompt.root; ipfw add deny tcp from evil.crackers.org to nice.people.org 23 The next example denies and logs any TCP traffic from the entire crackers.org network (a class C) to the nice.people.org machine (any port). &prompt.root; ipfw add deny log tcp from evil.crackers.org/24 to nice.people.org If you do not want people sending X sessions to your internal network (a subnet of a class C), the following command will do the necessary filtering: &prompt.root; ipfw add deny tcp from any to my.org/28 6000 setup To see the accounting records: &prompt.root; ipfw -a list or in the short form &prompt.root; ipfw -a l You can also see the last time a chain entry was matched with: &prompt.root; ipfw -at l Building a Packet Filtering Firewall The following suggestions are just that: suggestions. The requirements of each firewall are different and we cannot tell you how to build a firewall to meet your particular requirements. When initially setting up your firewall, unless you have a test bench setup where you can configure your firewall host in a controlled environment, it is strongly recommend you use the logging version of the commands and enable logging in the kernel. This will allow you to quickly identify problem areas and cure them without too much disruption. Even after the initial setup phase is complete, I recommend using the logging for `deny' as it allows tracing of possible attacks and also modification of the firewall rules if your requirements alter. If you use the logging versions of the accept command, it can generate large amounts of log data as one log line will be generated for every packet that passes through the firewall, so large FTP/http transfers, etc, will really slow the system down. It also increases the latencies on those packets as it requires more work to be done by the kernel before the packet can be passed on. syslogd will also start using up a lot more processor time as it logs all the extra data to disk, and it could quite easily fill the partition /var/log is located on. You should enable your firewall from /etc/rc.conf.local or /etc/rc.conf. The associated manual page explains which knobs to fiddle and lists some preset firewall configurations. If you do not use a preset configuration, ipfw list will output the current ruleset into a file that you can pass to rc.conf. If you do not use /etc/rc.conf.local or /etc/rc.conf to enable your firewall, it is important to make sure your firewall is enabled before any IP interfaces are configured. The next problem is what your firewall should actually do! This is largely dependent on what access to your network you want to allow from the outside, and how much access to the outside world you want to allow from the inside. Some general rules are: Block all incoming access to ports below 1024 for TCP. This is where most of the security sensitive services are, like finger, SMTP (mail) and telnet. Block all incoming UDP traffic. There are very few useful services that travel over UDP, and what useful traffic there is, is normally a security threat (e.g. Suns RPC and NFS protocols). This has its disadvantages also, since UDP is a connectionless protocol, denying incoming UDP traffic also blocks the replies to outgoing UDP traffic. This can cause a problem for people (on the inside) using external archie (prospero) servers. If you want to allow access to archie, you will have to allow packets coming from ports 191 and 1525 to any internal UDP port through the firewall. ntp is another service you may consider allowing through, which comes from port 123. Block traffic to port 6000 from the outside. Port 6000 is the port used for access to X11 servers, and can be a security threat (especially if people are in the habit of doing xhost + on their workstations). X11 can actually use a range of ports starting at 6000, the upper limit being how many X displays you can run on the machine. The upper limit as defined by RFC 1700 (Assigned Numbers) is 6063. Check what ports any internal servers use (e.g. SQL servers, etc). It is probably a good idea to block those as well, as they normally fall outside the 1-1024 range specified above. Another checklist for firewall configuration is available from CERT at http://www.cert.org/tech_tips/packet_filtering.html As stated above, these are only guidelines. You will have to decide what filter rules you want to use on your firewall yourself. We cannot accept ANY responsibility if someone breaks into your network, even if you follow the advice given above. IPFW Overhead and Optimization Many people want to know how much overhead IPFW adds to a system. The answer to this depends mostly on your rule set and processor speed. For most applications dealing with Ethernet and small rule sets, the answer is negligible. For those of you that need actual measurements to satisfy your curiosity, read on. The following measurements were made using 2.2.5-STABLE on a 486-66. (While IPFW has changed slightly in later releases of FreeBSD, it still performs with similar speed.) IPFW was modified to measure the time spent within the ip_fw_chk routine, displaying the results to the console every 1000 packets. Two rule sets, each with 1000 rules were tested. The first set was designed to demonstrate a worst case scenario by repeating the rule: &prompt.root; ipfw add deny tcp from any to any 55555 This demonstrates worst case by causing most of IPFW's packet check routine to be executed before finally deciding that the packet does not match the rule (by virtue of the port number). Following the 999th iteration of this rule was an allow ip from any to any. The second set of rules were designed to abort the rule check quickly: &prompt.root; ipfw add deny ip from 1.2.3.4 to 1.2.3.4 The non-matching source IP address for the above rule causes these rules to be skipped very quickly. As before, the 1000th rule was an allow ip from any to any. The per-packet processing overhead in the former case was approximately 2.703 ms/packet, or roughly 2.7 microseconds per rule. Thus the theoretical packet processing limit with these rules is around 370 packets per second. Assuming 10 Mbps Ethernet and a ~1500 byte packet size, we would only be able to achieve a 55.5% bandwidth utilization. For the latter case each packet was processed in approximately 1.172 ms, or roughly 1.2 microseconds per rule. The theoretical packet processing limit here would be about 853 packets per second, which could consume 10 Mbps Ethernet bandwidth. The excessive number of rules tested and the nature of those rules do not provide a real-world scenario -- they were used only to generate the timing information presented here. Here are a few things to keep in mind when building an efficient rule set: Place an established rule early on to handle the majority of TCP traffic. Do not put any allow tcp statements before this rule. Place heavily triggered rules earlier in the rule set than those rarely used (without changing the permissiveness of the firewall, of course). You can see which rules are used most often by examining the packet counting statistics with ipfw -a l. OpenSSL security OpenSSL OpenSSL As of FreeBSD 4.0, the OpenSSL toolkit is a part of the base system. OpenSSL provides a general-purpose cryptography library, as well as the Secure Sockets Layer v2/v3 (SSLv2/SSLv3) and Transport Layer Security v1 (TLSv1) network security protocols. However, one of the algorithms (specifically IDEA) included in OpenSSL is protected by patents in the USA and elsewhere, and is not available for unrestricted use. IDEA is included in the OpenSSL sources in FreeBSD, but it is not built by default. If you wish to use it, and you comply with the license terms, enable the MAKE_IDEA switch in /etc/make.conf and rebuild your sources using make world. Today, the RSA algorithm is free for use in USA and other countries. In the past it was protected by a patent. OpenSSL install Source Code Installations OpenSSL is part of the src-crypto and src-secure cvsup collections. See the Obtaining FreeBSD section for more information about obtaining and updating FreeBSD source code. Yoshinobu Inoue Contributed by IPsec IPsec security IPsec Terminating Characters Throughout examples in this section, and other sections, you will notice that there is a ^D at the end of some examples. This means to hold down the Control key and hit the D key. Another commonly used character is ^C, which respectively means to hold down Control and press C. For other HOWTOs detailing IPsec implementation in FreeBSD, take a look at and . The IPsec mechanism provides secure communication for IP layer and socket layer communication. This section should explain how to use them. For implementation details, please refer to The Developers' Handbook. The current IPsec implementation supports both transport mode and tunnel mode. However, tunnel mode comes with some restrictions. http://www.kame.net/newsletter/ has more comprehensive examples. Please be aware that in order to use this functionality, you must have the following options compiled into your kernel: options IPSEC #IP security options IPSEC_ESP #IP security (crypto; define w/IPSEC) Transport Mode Example with IPv4 Let us setup security association to deploy a secure channel between HOST A (10.2.3.4) and HOST B (10.6.7.8). Here we show a little complicated example. From HOST A to HOST B, only old AH is used. From HOST B to HOST A, new AH and new ESP are combined. Now we should choose an algorithm to be used corresponding to AH/new AH/ESP/ new ESP. Please refer to the &man.setkey.8; man page to know algorithm names. Our choice is MD5 for AH, new-HMAC-SHA1 for new AH, and new-DES-expIV with 8 byte IV for new ESP. Key length highly depends on each algorithm. For example, key length must be equal to 16 bytes for MD5, 20 for new-HMAC-SHA1, and 8 for new-DES-expIV. Now we choose MYSECRETMYSECRET, KAMEKAMEKAMEKAMEKAME, PASSWORD, respectively. OK, let us assign SPI (Security Parameter Index) for each protocol. Please note that we need 3 SPIs for this secure channel since three security headers are produced (one for from HOST A to HOST B, two for from HOST B to HOST A). Please also note that SPI MUST be greater than or equal to 256. We choose, 1000, 2000, and 3000, respectively. (1) HOST A ------> HOST B (1)PROTO=AH ALG=MD5(RFC1826) KEY=MYSECRETMYSECRET SPI=1000 (2.1) HOST A <------ HOST B <------ (2.2) (2.1) PROTO=AH ALG=new-HMAC-SHA1(new AH) KEY=KAMEKAMEKAMEKAMEKAME SPI=2000 (2.2) PROTO=ESP ALG=new-DES-expIV(new ESP) IV length = 8 KEY=PASSWORD SPI=3000 Now, let us setup security association. Execute &man.setkey.8; on both HOST A and B: &prompt.root; setkey -c add 10.2.3.4 10.6.7.8 ah-old 1000 -m transport -A keyed-md5 "MYSECRETMYSECRET" ; add 10.6.7.8 10.2.3.4 ah 2000 -m transport -A hmac-sha1 "KAMEKAMEKAMEKAMEKAME" ; add 10.6.7.8 10.2.3.4 esp 3000 -m transport -E des-cbc "PASSWORD" ; ^D Actually, IPsec communication does not process until security policy entries are defined. In this case, you must setup each host. At A: &prompt.root; setkey -c spdadd 10.2.3.4 10.6.7.8 any -P out ipsec ah/transport/10.2.3.4-10.6.7.8/require ; ^D At B: &prompt.root; setkey -c spdadd 10.6.7.8 10.2.3.4 any -P out ipsec esp/transport/10.6.7.8-10.2.3.4/require ; spdadd 10.6.7.8 10.2.3.4 any -P out ipsec ah/transport/10.6.7.8-10.2.3.4/require ; ^D HOST A --------------------------------------> HOST E 10.2.3.4 10.6.7.8 | | ========== old AH keyed-md5 ==========> <========= new AH hmac-sha1 =========== <========= new ESP des-cbc ============ Transport Mode Example with IPv6 Another example using IPv6. ESP transport mode is recommended for TCP port number 110 between Host-A and Host-B. ============ ESP ============ | | Host-A Host-B fec0::10 -------------------- fec0::11 Encryption algorithm is blowfish-cbc whose key is kamekame, and authentication algorithm is hmac-sha1 whose key is this is the test key. Configuration at Host-A: &prompt.root; setkey -c <<EOF spdadd fec0::10[any] fec0::11[110] tcp -P out ipsec esp/transport/fec0::10-fec0::11/use ; spdadd fec0::11[110] fec0::10[any] tcp -P in ipsec esp/transport/fec0::11-fec0::10/use ; add fec0::10 fec0::11 esp 0x10001 -m transport -E blowfish-cbc "kamekame" -A hmac-sha1 "this is the test key" ; add fec0::11 fec0::10 esp 0x10002 -m transport -E blowfish-cbc "kamekame" -A hmac-sha1 "this is the test key" ; EOF and at Host-B: &prompt.root; setkey -c <<EOF spdadd fec0::11[110] fec0::10[any] tcp -P out ipsec esp/transport/fec0::11-fec0::10/use ; spdadd fec0::10[any] fec0::11[110] tcp -P in ipsec esp/transport/fec0::10-fec0::11/use ; add fec0::10 fec0::11 esp 0x10001 -m transport -E blowfish-cbc "kamekame" -A hmac-sha1 "this is the test key" ; add fec0::11 fec0::10 esp 0x10002 -m transport -E blowfish-cbc "kamekame" -A hmac-sha1 "this is the test key" ; EOF Note the direction of SP. Tunnel Mode Example with IPv4 Tunnel mode between two security gateways Security protocol is old AH tunnel mode, i.e. specified by RFC1826, with keyed-md5 whose key is this is the test as authentication algorithm. ======= AH ======= | | Network-A Gateway-A Gateway-B Network-B 10.0.1.0/24 ---- 172.16.0.1 ----- 172.16.0.2 ---- 10.0.2.0/24 Configuration at Gateway-A: &prompt.root; setkey -c <<EOF spdadd 10.0.1.0/24 10.0.2.0/24 any -P out ipsec ah/tunnel/172.16.0.1-172.16.0.2/require ; spdadd 10.0.2.0/24 10.0.1.0/24 any -P in ipsec ah/tunnel/172.16.0.2-172.16.0.1/require ; add 172.16.0.1 172.16.0.2 ah-old 0x10003 -m any -A keyed-md5 "this is the test" ; add 172.16.0.2 172.16.0.1 ah-old 0x10004 -m any -A keyed-md5 "this is the test" ; EOF If the port number field is omitted such as above then [any] is employed. -m specifies the mode of SA to be used. -m any means wild-card of mode of security protocol. You can use this SA for both tunnel and transport mode. and at Gateway-B: &prompt.root; setkey -c <<EOF spdadd 10.0.2.0/24 10.0.1.0/24 any -P out ipsec ah/tunnel/172.16.0.2-172.16.0.1/require ; spdadd 10.0.1.0/24 10.0.2.0/24 any -P in ipsec ah/tunnel/172.16.0.1-172.16.0.2/require ; add 172.16.0.1 172.16.0.2 ah-old 0x10003 -m any -A keyed-md5 "this is the test" ; add 172.16.0.2 172.16.0.1 ah-old 0x10004 -m any -A keyed-md5 "this is the test" ; EOF Making SA bundle between two security gateways AH transport mode and ESP tunnel mode is required between Gateway-A and Gateway-B. In this case, ESP tunnel mode is applied first, and AH transport mode is next. ========== AH ========= | ======= ESP ===== | | | | | Network-A Gateway-A Gateway-B Network-B fec0:0:0:1::/64 --- fec0:0:0:1::1 ---- fec0:0:0:2::1 --- fec0:0:0:2::/64 Tunnel Mode Example with IPv6 Encryption algorithm is 3des-cbc, and authentication algorithm for ESP is hmac-sha1. Authentication algorithm for AH is hmac-md5. Configuration at Gateway-A: &prompt.root; setkey -c <<EOF spdadd fec0:0:0:1::/64 fec0:0:0:2::/64 any -P out ipsec esp/tunnel/fec0:0:0:1::1-fec0:0:0:2::1/require ah/transport/fec0:0:0:1::1-fec0:0:0:2::1/require ; spdadd fec0:0:0:2::/64 fec0:0:0:1::/64 any -P in ipsec esp/tunnel/fec0:0:0:2::1-fec0:0:0:1::1/require ah/transport/fec0:0:0:2::1-fec0:0:0:1::1/require ; add fec0:0:0:1::1 fec0:0:0:2::1 esp 0x10001 -m tunnel -E 3des-cbc "kamekame12341234kame1234" -A hmac-sha1 "this is the test key" ; add fec0:0:0:1::1 fec0:0:0:2::1 ah 0x10001 -m transport -A hmac-md5 "this is the test" ; add fec0:0:0:2::1 fec0:0:0:1::1 esp 0x10001 -m tunnel -E 3des-cbc "kamekame12341234kame1234" -A hmac-sha1 "this is the test key" ; add fec0:0:0:2::1 fec0:0:0:1::1 ah 0x10001 -m transport -A hmac-md5 "this is the test" ; EOF Making SAs with the different end ESP tunnel mode is required between Host-A and Gateway-A. Encryption algorithm is cast128-cbc, and authentication algorithm for ESP is hmac-sha1. ESP transport mode is recommended between Host-A and Host-B. Encryption algorithm is rc5-cbc, and authentication algorithm for ESP is hmac-md5. ================== ESP ================= | ======= ESP ======= | | | | | Host-A Gateway-A Host-B fec0:0:0:1::1 ---- fec0:0:0:2::1 ---- fec0:0:0:2::2 Configuration at Host-A: &prompt.root; setkey -c <<EOF spdadd fec0:0:0:1::1[any] fec0:0:0:2::2[80] tcp -P out ipsec esp/transport/fec0:0:0:1::1-fec0:0:0:2::2/use esp/tunnel/fec0:0:0:1::1-fec0:0:0:2::1/require ; spdadd fec0:0:0:2::1[80] fec0:0:0:1::1[any] tcp -P in ipsec esp/transport/fec0:0:0:2::2-fec0:0:0:l::1/use esp/tunnel/fec0:0:0:2::1-fec0:0:0:1::1/require ; add fec0:0:0:1::1 fec0:0:0:2::2 esp 0x10001 -m transport -E cast128-cbc "12341234" -A hmac-sha1 "this is the test key" ; add fec0:0:0:1::1 fec0:0:0:2::1 esp 0x10002 -E rc5-cbc "kamekame" -A hmac-md5 "this is the test" ; add fec0:0:0:2::2 fec0:0:0:1::1 esp 0x10003 -m transport -E cast128-cbc "12341234" -A hmac-sha1 "this is the test key" ; add fec0:0:0:2::1 fec0:0:0:1::1 esp 0x10004 -E rc5-cbc "kamekame" -A hmac-md5 "this is the test" ; EOF Chern Lee Contributed by OpenSSH OpenSSH security OpenSSH Secure shell is a set of network connectivity tools used to access remote machines securely. It can be used as a direct replacement for rlogin, rsh, rcp, and telnet. Additionally, any other TCP/IP connections can be tunneled/forwarded securely through ssh. ssh encrypts all traffic to effectively eliminate eavesdropping, connection hijacking, and other network-level attacks. OpenSSH is maintained by the OpenBSD project, and is based upon SSH v1.2.12 with all the recent bug fixes and updates. It is compatible with both SSH protocols 1 and 2. OpenSSH has been in the base system since FreeBSD 4.0. Advantages of Using OpenSSH Normally, when using &man.telnet.1; or &man.rlogin.1;, data is sent over the network in an clear, un-encrypted form. Network sniffers anywhere in between the client and server can steal your user/password information or data transferred in your session. OpenSSH offers a variety of authentication and encryption methods to prevent this from happening. Enabling sshd OpenSSH enabling Be sure to make the following additions to your rc.conf file: sshd_enable="YES" This will load the ssh daemon the next time your system initializes. Alternatively, you can simply run the sshd daemon. SSH Client OpenSSH client The &man.ssh.1; utility works similarly to &man.rlogin.1;. &prompt.root; ssh user@example.com Host key not found from the list of known hosts. Are you sure you want to continue connecting (yes/no)? yes Host 'example.com' added to the list of known hosts. user@example.com's password: ******* The login will continue just as it would have if a session was created using rlogin or telnet. SSH utilizes a key fingerprint system for verifying the authenticity of the server when the client connects. The user is prompted to enter yes only when connecting for the first time. Future attempts to login are all verified against the saved fingerprint key. The SSH client will alert you if the saved fingerprint differs from the received fingerprint on future login attempts. The fingerprints are saved in ~/.ssh/known_hosts, or ~/.ssh/known_hosts2 for SSH v2 fingerprints. By default, OpenSSH servers are configured to accept both SSH v1 and SSH v2 connections. The client, however, can choose between the two. Version 2 is known to be more robust and secure than its predecessor. ssh can be forced to use either protocol by passing it the or argument for v1 and v2, respectively. Secure Copy OpenSSH secure copy scp The scp command works similarly to rcp; it copies a file to or from a remote machine, except in a secure fashion. &prompt.root; scp user@example.com:/COPYRIGHT COPYRIGHT user@example.com's password: ******* COPYRIGHT 100% |*****************************| 4735 00:00 &prompt.root; Since the fingerprint was already saved for this host in the previous example, it is verified when using scp here. The arguments passed to scp are similar to cp, with the file or files in the first argument, and the destination in the second. Since the file is fetched over the network, through SSH, one or more of the file arguments takes on the form . Configuration OpenSSH configuration The system-wide configuration files for both the OpenSSH daemon and client reside within the /etc/ssh directory. ssh_config configures the client settings, while sshd_config configures the daemon. Additionally, the (/usr/sbin/sshd by default), and rc.conf options can provide more levels of configuration. ssh-keygen Instead of using passwords, &man.ssh-keygen.1; can be used to generate RSA keys to authenticate a user. &prompt.user; ssh-keygen Initializing random number generator... Generating p: .++ (distance 66) Generating q: ..............................++ (distance 498) Computing the keys... Key generation complete. Enter file in which to save the key (/home/user/.ssh/identity): Enter passphrase: Enter the same passphrase again: Your identification has been saved in /home/user/.ssh/identity. ... &man.ssh-keygen.1; will create a public and private key pair for use in authentication. The private key is stored in ~/.ssh/identity, whereas the public key is stored in ~/.ssh/identity.pub. The public key must be placed in ~/.ssh/authorized_keys of the remote machine in order for the setup to work. This will allow connection to the remote machine based upon RSA authentication instead of passwords. If a passphrase is used in &man.ssh-keygen.1;, the user will be prompted for a password each time in order to use the private key. A SSH v2 DSA key can be created for the same purpose by using the ssh-keygen -d command (or ssh-keygen -t dsa for FreeBSD &os.current;). This will create a public/private DSA key for use in SSH v2 sessions only. The public key is stored in ~/.ssh/id_dsa.pub, while the private key is in ~/.ssh/id_dsa. DSA public keys are placed in ~/.ssh/authorized_keys2 on the remote machine. &man.ssh-agent.1; and &man.ssh-add.1; are utilities used in managing multiple passworded private keys. SSH Tunneling OpenSSH tunneling OpenSSH has the ability to create a tunnel to encapsulate another protocol in an encrypted session. The following command tells &man.ssh.1; to create a tunnel for telnet. &prompt.user; ssh -2 -N -f -L 5023:localhost:23 user@foo.example.com &prompt.user; The ssh command is used with the following options: Forces ssh to use version 2 of the protocol. (Do not use if you are working with older ssh servers) Indicates no command, or tunnel only. If omitted, ssh would initiate a normal session. Forces ssh to run in the background. Indicates a local tunnel in localport:remotehost:remoteport fashion. The remote SSH server. An SSH tunnel works by creating a listen socket on localhost on the specified port. It then forwards any connection received on the local host/port via the SSH connection to the specified remote host and port. In the example, port 5023 on localhost is being forwarded to port 23 on localhost of the remote machine. Since 23 is telnet, this would create a secure telnet session through an SSH tunnel. This can be used to wrap any number of insecure TCP protocols such as SMTP, POP3, FTP, etc. Using SSH to create a secure tunnel for SMTP &prompt.user; ssh -2 -N -f -L 5025:localhost:25 user@mailserver.example.com user@mailserver.example.com's password: ***** &prompt.user; telnet localhost 5025 Trying 127.0.0.1... Connected to localhost. Escape character is '^]'. 220 mailserver.example.com ESMTP This can be used in conjunction with an &man.ssh-keygen.1; and additional user accounts to create a more seamless/hassle-free SSH tunneling environment. Keys can be used in place of typing a password, and the tunnels can be run as a separate user. Practical SSH Tunneling Examples Secure Access of a POP3 server At work, there is an SSH server that accepts connections from the outside. On the same office network resides a mail server running a POP3 server. The network, or network path between your home and office may or may not be completely trustable. Because of this, you need to check your e-mail in a secure manner. The solution is to create an SSH connection to your office's SSH server, and tunnel through to the mail server. &prompt.user; ssh -2 -N -f -L 2110:mail.example.com:110 user@ssh-server.example.com user@ssh-server.example.com's password: ****** When the tunnel is up and running, you can point your mail client to send POP3 requests to localhost port 2110. A connection here will be forwarded securely across the tunnel to mail.example.com. Bypassing a Draconian Firewall Some network administrators impose extremely Draconian firewall rules, filtering not only incoming connections, but outgoing connections. You may be only given access to contact remote machines on ports 22 and 80 for SSH and web surfing. You may wish to access another (perhaps non-work related) service, such as an Ogg Vorbis server to stream music. If this Ogg Vorbis server is streaming on some other port than 22 or 80, you will not be able to access it. The solution is to create an SSH connection to a machine outside of your network's firewall, and use it to tunnel to the Ogg Vorbis server. &prompt.user; ssh -2 -N -f -L 8888:music.example.com:8000 user@unfirewalled.myserver.com user@unfirewalled.myserver.com's password: ******* Your streaming client can now be pointed to localhost port 8888, which will be forwarded over to music.example.com port 8000, successfully evading the firewall. Further Reading OpenSSH &man.ssh.1; &man.scp.1; &man.ssh-keygen.1; &man.ssh-agent.1; &man.ssh-add.1; &man.sshd.8; &man.sftp-server.8; Robert Watson Sponsored by DARPA and Network Associates Laboratories. Contributed by MAC Mandatory Access Control (MAC) FreeBSD 5.0 includes a new kernel security framework, the TrustedBSD MAC Framework. The MAC Framework permits compile-time, boot-time, and run-time extension of the kernel access control policy, and can be used to load support for Mandatory Access Control (MAC), and custom security modules such as hardening modules. The MAC Framework is currently considered to be an experimental feature, and should not yet be used in production environments without careful consideration. It is anticipated that the MAC Framework will be appropriate for more widespread production use by FreeBSD 5.2. When configured into a kernel, the MAC Framework permits security modules to augment the existing kernel access control model, restricting access to system services and objects. For example, the &man.mac.bsdextended.4; module augments file system access control, permitting administrators to provide a firewall-like ruleset constraining access to file system objects based on user ids and group membership. Some modules require little or no configuration, such as &man.mac.seeotheruids.4, whereas others perform ubiquitous object labeling, such as &man.mac.biba.4; and &man.mac.mls.4;, and require extensive configuration. To enable the MAC Framework in your system kernel, you must add the following entry to your kernel configuration: options MAC Security policy modules shipped with the base system may be loaded using &man.kldload.8; or in the boot &man.loader.8; They may also be compiled directly into the kernel using the following options, if the use of modules is not desired. Different MAC policies may be configured in different ways; frequently, MAC policy modules export configuration parameters using the &man.sysctl.8; MIB using the security.mac namespace. Policies relying on file system or other labels may require a configuration step that involes assigning initial labels to system objects or creating a policy configuration file. For information on how to configure and use each policy module, see its man page. A variety of tools are available to configure the MAC Framework and labels maintained by various policies. Extensions have been made to the login and credential management mechanisms (&man.setusercontext.3;) to support initial user labeling using &man.login.conf.5;. In addition, modifications have been made to &man.su.1;, &man.ps.1;, &man.ls.1;, and &man.ifconfig.8; to inspect and set labels on processes, files, and interfaces. In addition, several new tools have been added to manage labels on objects, including &man.getfmac.8;, &man.setfmac.8;, and &man.setfsmac.8; to manage labels on files, and &man.getpmac.8; and &man.setpmac.8;. What follows is a list of policy modules shipped with FreeBSD 5.0. Biba Integrity Policy (mac_biba) Biba Integrity Policy Vendor: TrustedBSD Project Module name: mac_biba.ko Kernel option: MAC_BIBA TCB The Biba Integrity Policy (&man.mac.biba.4;) provides for hierarchical and non-hierarchical labeling of all system objects with integrity data, and the strict enforcement of an information flow policy to prevent corruption of high integrity subjects and data by low-integrity subjects. Integrity is enforced by preventing high integrity subjects (generally processes) from reading low integrity objects (often files), and preventing low integrity subjects from writing to high integrity objects. This security policy is frequently used in commercial trusted systems to provide strong protection for the Trusted Code Base (TCB). Because it provides ubiquitous labeling, the Biba integrity policy must be compiled into the kernel or loaded at boot. File System Firewall Policy (mac_bsdextended) File System Firewall Policy Vendor: TrustedBSD Project Module name: mac_bsdextended.ko Kernel option: MAC_BSDEXTENDED The File System Firewall Policy (&man.mac.bsdextended.4;) provides an extension to the BSD file system permission model, permitting the administrator to define a set of firewall-like rules for limiting access to file system objects owned by other users and groups. Managed using &man.ugidfw.8;, rules may limit access to files and directories based on the uid and gids of the process attempting the access, and the owner and group of the target of the access attempt. All rules are restrictive, so they may be placed in any order. This policy requires no prior configuration or labeling, and may be appropriate in multi-user environments where mandatory limits on inter-user data exchange are required. Caution should be exercised in limiting access to files owned by the super-user or other system user ids, as many useful programs and directories are owned by these users. As with a network firewall, improper application of file system firewall rules may render the system unusable. New tools to manage the rule set may be easily written using the &man.libugidfw.3; library. Interface Silencing Policy (mac_ifoff) Interface Silencing Policy Vendor: TrustedBSD Project Module name: mac_ifoff.ko Kernel option: MAC_IFOFF The interface silencing policy (&man.mac.ifoff.4;) prohibits the use of network interfaces during the boot until explicitly enabled, preventing spurious stack output stack response to incoming packets. This is appropriate for use in environments where the monitoring of packets is required, but no traffic may be generated. Low-Watermark Mandatory Access Control (LOMAC) (mac_lomac) Low-Watermark Mandatory Access Control LOMAC Vendor: Network Associates Laboratories Module name: mac_lomac.ko Kernel option: MAC_LOMAC Similar to the Biba Integrity Policy, the LOMAC policy (&man.mac.lomac.4;) relies on the ubiquitous labeling of all system objects with integrity labels. Unlike Biba, LOMAC permits high integrity subjects to read from low integrity objects, but then downgrades the label on the subject to prevent future writes to high integrity objects. This policy may provide for greater compatibility, as well as require less initial configuration than Biba. However, as with Biba, it ubiquitously labels objects and must therefore be compiled into the kernel or loaded at boot. Multi-Level Security Policy (MLS) (mac_mls) Multi-Level Security Policy MLS Vendor: TrustedBSD Project Module name: mac_mls.ko Kernel option: MAC_MLS Multi-Level Security (MLS) (&man.mac.mls.4;) provides for hierarchical and non-hierarchical labeling of all system objects with sensitivity data, and the strict enforcement of an information flow policy to prevent the leakage of confidential data to untrusted parties. The logical conjugate of the Biba Integrity Policy, MLS is frequently shipped in commercial trusted operating systems to protect data secrecy in multi-user environments. Hierarchal labels provide support for the notion of clearances and classifications in traditional parlance; non-hierarchical labels provide support for need-to-know. As with Biba, ubiquitous labeling of objects occurs, and it must therefore be compiled into the kernel or loaded at boot. As with Biba, extensive initial configuration may be required. MAC Stub Policy (mac_none) MAC Stub Policy Vendor: TrustedBSD Project Module name: mac_none.ko Kernel option: MAC_NONE The None policy (&man.mac.none.4;) provides a stub sample policy for developers, implementing all entry points, but not changing the system access control policy. Running this on a production system would not be highly beneficial. Process Partition Policy (mac_partition) Process Partition Policy Vendor: TrustedBSD Project Module name: mac_partition.ko Kernel option: MAC_PARTITION The Partition policy (&man.mac.partition.4;) provides for a simple process visibility limitation, assigning labels to processes identifying what numeric system partition they are present in. If none, all other processes are visible using standard monitoring tools; if a partition identifier is present, then only other processes in the same partition are visible. This policy may be compiled into the kernel, loaded at boot, or loaded at run-time. See Other Uids Policy (mac_seeotheruids) See Other Uids Policy Vendor: TrustedBSD Project Module name: mac_seeotheruids.ko Kernel option: MAC_SEEOTHERUIDS The See Other Uids policy (&man.mac.seeotheruids.4;) implements a similar process visibility model to mac_partition, except that it relies on process credentials to control visibility of processes, rather than partition labels. This policy may be configured to exempt certain users and groups, including permitting system operators to view all processes without special privilege. This policy may be compiled into the kernel, loaded at boot, or loaded at run-time. MAC Framework Test Policy (mac_test) MAC Framework Test Policy Vendor: TrustedBSD Project Module name: mac_test.ko Kernel option: MAC_TEST The Test policy (&man.mac.test.4;) provides a regression test environment for the MAC Framework, and will cause a fail-stop in the event that internal MAC Framework assertions about proper data labeling fail. This module can be used to detect failures to properly label system objects in the kernel implementation. This policy may be compiled into the kernel, loaded at boot, or loaded at run-time. diff --git a/en_US.ISO8859-1/books/handbook/vinum/chapter.sgml b/en_US.ISO8859-1/books/handbook/vinum/chapter.sgml index f458862d41..74d3b49cb6 100644 --- a/en_US.ISO8859-1/books/handbook/vinum/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/vinum/chapter.sgml @@ -1,930 +1,930 @@ The Vinum Volume Manager Synopsis No matter what disks you have, there will always be limitations: They can be too small. They can be too slow. They can be too unreliable. Greg Lehey Originally written by Disks are too small Vinum Volume Manager Vinum is a so-called Volume Manager, a virtual disk driver that addresses these three problems. Let us look at them in more detail. Various solutions to these problems have been proposed and implemented: Disks are getting bigger, but so are data storage requirements. Often you will find you want a file system that is bigger than the disks you have available. Admittedly, this problem is not as acute as it was ten years ago, but it still exists. Some systems have solved this by creating an abstract device which stores its data on a number of disks. - + Access bottlenecks Modern systems frequently need to access data in a highly concurrent manner. For example, large FTP or HTTP servers can maintain thousands of concurrent sessions and have multiple 100 Mbit/s connections to the outside world, well beyond the sustained transfer rate of most disks. Current disk drives can transfer data sequentially at up to 70 MB/s, but this value is of little importance in an environment where many independent processes access a drive, where they may achieve only a fraction of these values. In such cases it is more interesting to view the problem from the viewpoint of the disk subsystem: the important parameter is the load that a transfer places on the subsystem, in other words the time for which a transfer occupies the drives involved in the transfer. In any disk transfer, the drive must first position the heads, wait for the first sector to pass under the read head, and then perform the transfer. These actions can be considered to be atomic: it does not make any sense to interrupt them. Consider a typical transfer of about 10 kB: the current generation of high-performance disks can position the heads in an average of 3.5 ms. The fastest drives spin at 15,000 rpm, so the average rotational latency (half a revolution) is 2 ms. At 70 MB/s, the transfer itself takes about 150 μs, almost nothing compared to the positioning time. In such a case, the effective transfer rate drops to a little over 1 MB/s and is clearly highly dependent on the transfer size. The traditional and obvious solution to this bottleneck is more spindles: rather than using one large disk, it uses several smaller disks with the same aggregate storage space. Each disk is capable of positioning and transferring independently, so the effective throughput increases by a factor close to the number of disks used. The exact throughput improvement is, of course, smaller than the number of disks involved: although each drive is capable of transferring in parallel, there is no way to ensure that the requests are evenly distributed across the drives. Inevitably the load on one drive will be higher than on another. concatenation Vinum Vinum concatenation The evenness of the load on the disks is strongly dependent on the way the data is shared across the drives. In the following discussion, it is convenient to think of the disk storage as a large number of data sectors which are addressable by number, rather like the pages in a book. The most obvious method is to divide the virtual disk into groups of consecutive sectors the size of the individual physical disks and store them in this manner, rather like taking a large book and tearing it into smaller sections. This method is called concatenation and has the advantage that the disks are not required to have any specific size relationships. It works well when the access to the virtual disk is spread evenly about its address space. When access is concentrated on a smaller area, the improvement is less marked. illustrates the sequence in which storage units are allocated in a concatenated organization.
Concatenated organization
striping Vinum Vinum striping An alternative mapping is to divide the address space into smaller, equal-sized components and store them sequentially on different devices. For example, the first 256 sectors may be stored on the first disk, the next 256 sectors on the next disk and so on. After filling the last disk, the process repeats until the disks are full. This mapping is called striping or RAID-0 RAID Redundant Array of Inexpensive Disks RAID stands for Redundant Array of Inexpensive Disks and offers various forms of fault tolerance, though the latter term is somewhat misleading: it provides no redundancy. . Striping requires somewhat more effort to locate the data, and it can cause additional I/O load where a transfer is spread over multiple disks, but it can also provide a more constant load across the disks. illustrates the sequence in which storage units are allocated in a striped organization.
Striped organization
- + Data integrity The final problem with current disks is that they are unreliable. Although disk drive reliability has increased tremendously over the last few years, they are still the most likely core component of a server to fail. When they do, the results can be catastrophic: replacing a failed disk drive and restoring data to it can take days. mirroring Vinum Vinum mirroring RAID level 1 RAID-1 The traditional way to approach this problem has been mirroring, keeping two copies of the data on different physical hardware. Since the advent of the RAID levels, this technique has also been called RAID level 1 or RAID-1. Any write to the volume writes to both locations; a read can be satisfied from either, so if one drive fails, the data is still available on the other drive. Mirroring has two problems: The price. It requires twice as much disk storage as a non-redundant solution. The performance impact. Writes must be performed to both drives, so they take up twice the bandwidth of a non-mirrored volume. Reads do not suffer from a performance penalty: it even looks as if they are faster. RAID-5An alternative solution is parity, implemented in the RAID levels 2, 3, 4 and 5. Of these, RAID-5 is the most interesting. As implemented in Vinum, it is a variant on a striped organization which dedicates one block of each stripe to parity of the other blocks. As implemented by Vinum, a RAID-5 plex is similar to a striped plex, except that it implements RAID-5 by including a parity block in each stripe. As required by RAID-5, the location of this parity block changes from one stripe to the next. The numbers in the data blocks indicate the relative block numbers.
RAID-5 organization
Compared to mirroring, RAID-5 has the advantage of requiring significantly less storage space. Read access is similar to that of striped organizations, but write access is significantly slower, approximately 25% of the read performance. If one drive fails, the array can continue to operate in degraded mode: a read from one of the remaining accessible drives continues normally, but a read from the failed drive is recalculated from the corresponding block from all the remaining drives.
Vinum objects In order to address these problems, Vinum implements a four-level hierarchy of objects: The most visible object is the virtual disk, called a volume. Volumes have essentially the same properties as a UNIX™ disk drive, though there are some minor differences. They have no size limitations. Volumes are composed of plexes, each of which represent the total address space of a volume. This level in the hierarchy thus provides redundancy. Think of plexes as individual disks in a mirrored array, each containing the same data. Since Vinum exists within the UNIX™ disk storage framework, it would be possible to use UNIX™ partitions as the building block for multi-disk plexes, but in fact this turns out to be too inflexible: UNIX™ disks can have only a limited number of partitions. Instead, Vinum subdivides a single UNIX™ partition (the drive) into contiguous areas called subdisks, which it uses as building blocks for plexes. Subdisks reside on Vinum drives, currently UNIX™ partitions. Vinum drives can contain any number of subdisks. With the exception of a small area at the beginning of the drive, which is used for storing configuration and state information, the entire drive is available for data storage. The following sections describe the way these objects provide the functionality required of Vinum. Volume size considerations Plexes can include multiple subdisks spread over all drives in the Vinum configuration. As a result, the size of an individual drive does not limit the size of a plex, and thus of a volume. Redundant data storage Vinum implements mirroring by attaching multiple plexes to a volume. Each plex is a representation of the data in a volume. A volume may contain between one and eight plexes. Although a plex represents the complete data of a volume, it is possible for parts of the representation to be physically missing, either by design (by not defining a subdisk for parts of the plex) or by accident (as a result of the failure of a drive). As long as at least one plex can provide the data for the complete address range of the volume, the volume is fully functional. Performance issues Vinum implements both concatenation and striping at the plex level: A concatenated plex uses the address space of each subdisk in turn. A striped plex stripes the data across each subdisk. The subdisks must all have the same size, and there must be at least two subdisks in order to distinguish it from a concatenated plex. Which plex organization? The version of Vinum supplied with FreeBSD &rel.current; implements two kinds of plex: Concatenated plexes are the most flexible: they can contain any number of subdisks, and the subdisks may be of different length. The plex may be extended by adding additional subdisks. They require less CPU time than striped plexes, though the difference in CPU overhead is not measurable. On the other hand, they are most susceptible to hot spots, where one disk is very active and others are idle. The greatest advantage of striped (RAID-0) plexes is that they reduce hot spots: by choosing an optimum sized stripe (about 256 kB), you can even out the load on the component drives. The disadvantages of this approach are (fractionally) more complex code and restrictions on subdisks: they must be all the same size, and extending a plex by adding new subdisks is so complicated that Vinum currently does not implement it. Vinum imposes an additional, trivial restriction: a striped plex must have at least two subdisks, since otherwise it is indistinguishable from a concatenated plex. summarizes the advantages and disadvantages of each plex organization. Vinum Plex organizations Plex type Minimum subdisks Can add subdisks Must be equal size Application concatenated 1 yes no Large data storage with maximum placement flexibility and moderate performance striped 2 no yes High performance in combination with highly concurrent access
Some examples Vinum maintains a configuration database which describes the objects known to an individual system. Initially, the user creates the configuration database from one or more configuration files with the aid of the &man.vinum.8; utility program. Vinum stores a copy of its configuration database on each disk slice (which Vinum calls a device) under its control. This database is updated on each state change, so that a restart accurately restores the state of each Vinum object. The configuration file The configuration file describes individual Vinum objects. The definition of a simple volume might be: drive a device /dev/da3h volume myvol plex org concat sd length 512m drive a This file describes four Vinum objects: The drive line describes a disk partition (drive) and its location relative to the underlying hardware. It is given the symbolic name a. This separation of the symbolic names from the device names allows disks to be moved from one location to another without confusion. The volume line describes a volume. The only required attribute is the name, in this case myvol. The plex line defines a plex. The only required parameter is the organization, in this case concat. No name is necessary: the system automatically generates a name from the volume name by adding the suffix .px, where x is the number of the plex in the volume. Thus this plex will be called myvol.p0. The sd line describes a subdisk. The minimum specifications are the name of a drive on which to store it, and the length of the subdisk. As with plexes, no name is necessary: the system automatically assigns names derived from the plex name by adding the suffix .sx, where x is the number of the subdisk in the plex. Thus Vinum gives this subdisk the name myvol.p0.s0. After processing this file, &man.vinum.8; produces the following output: &prompt.root; vinum -> create config1 Configuration summary Drives: 1 (4 configured) Volumes: 1 (4 configured) Plexes: 1 (8 configured) Subdisks: 1 (16 configured) D a State: up Device /dev/da3h Avail: 2061/2573 MB (80%) V myvol State: up Plexes: 1 Size: 512 MB P myvol.p0 C State: up Subdisks: 1 Size: 512 MB S myvol.p0.s0 State: up PO: 0 B Size: 512 MB This output shows the brief listing format of &man.vinum.8;. It is represented graphically in .
A simple Vinum volume
This figure, and the ones which follow, represent a volume, which contains the plexes, which in turn contain the subdisks. In this trivial example, the volume contains one plex, and the plex contains one subdisk. This particular volume has no specific advantage over a conventional disk partition. It contains a single plex, so it is not redundant. The plex contains a single subdisk, so there is no difference in storage allocation from a conventional disk partition. The following sections illustrate various more interesting configuration methods.
Increased resilience: mirroring The resilience of a volume can be increased by mirroring. When laying out a mirrored volume, it is important to ensure that the subdisks of each plex are on different drives, so that a drive failure will not take down both plexes. The following configuration mirrors a volume: drive b device /dev/da4h volume mirror plex org concat sd length 512m drive a plex org concat sd length 512m drive b In this example, it was not necessary to specify a definition of drive a again, since Vinum keeps track of all objects in its configuration database. After processing this definition, the configuration looks like: Drives: 2 (4 configured) Volumes: 2 (4 configured) Plexes: 3 (8 configured) Subdisks: 3 (16 configured) D a State: up Device /dev/da3h Avail: 1549/2573 MB (60%) D b State: up Device /dev/da4h Avail: 2061/2573 MB (80%) V myvol State: up Plexes: 1 Size: 512 MB V mirror State: up Plexes: 2 Size: 512 MB P myvol.p0 C State: up Subdisks: 1 Size: 512 MB P mirror.p0 C State: up Subdisks: 1 Size: 512 MB P mirror.p1 C State: initializing Subdisks: 1 Size: 512 MB S myvol.p0.s0 State: up PO: 0 B Size: 512 MB S mirror.p0.s0 State: up PO: 0 B Size: 512 MB S mirror.p1.s0 State: empty PO: 0 B Size: 512 MB shows the structure graphically.
A mirrored Vinum volume
In this example, each plex contains the full 512 MB of address space. As in the previous example, each plex contains only a single subdisk.
Optimizing performance The mirrored volume in the previous example is more resistant to failure than an unmirrored volume, but its performance is less: each write to the volume requires a write to both drives, using up a greater proportion of the total disk bandwidth. Performance considerations demand a different approach: instead of mirroring, the data is striped across as many disk drives as possible. The following configuration shows a volume with a plex striped across four disk drives: drive c device /dev/da5h drive d device /dev/da6h volume stripe plex org striped 512k sd length 128m drive a sd length 128m drive b sd length 128m drive c sd length 128m drive d As before, it is not necessary to define the drives which are already known to Vinum. After processing this definition, the configuration looks like: Drives: 4 (4 configured) Volumes: 3 (4 configured) Plexes: 4 (8 configured) Subdisks: 7 (16 configured) D a State: up Device /dev/da3h Avail: 1421/2573 MB (55%) D b State: up Device /dev/da4h Avail: 1933/2573 MB (75%) D c State: up Device /dev/da5h Avail: 2445/2573 MB (95%) D d State: up Device /dev/da6h Avail: 2445/2573 MB (95%) V myvol State: up Plexes: 1 Size: 512 MB V mirror State: up Plexes: 2 Size: 512 MB V striped State: up Plexes: 1 Size: 512 MB P myvol.p0 C State: up Subdisks: 1 Size: 512 MB P mirror.p0 C State: up Subdisks: 1 Size: 512 MB P mirror.p1 C State: initializing Subdisks: 1 Size: 512 MB P striped.p1 State: up Subdisks: 1 Size: 512 MB S myvol.p0.s0 State: up PO: 0 B Size: 512 MB S mirror.p0.s0 State: up PO: 0 B Size: 512 MB S mirror.p1.s0 State: empty PO: 0 B Size: 512 MB S striped.p0.s0 State: up PO: 0 B Size: 128 MB S striped.p0.s1 State: up PO: 512 kB Size: 128 MB S striped.p0.s2 State: up PO: 1024 kB Size: 128 MB S striped.p0.s3 State: up PO: 1536 kB Size: 128 MB
A striped Vinum volume
This volume is represented in . The darkness of the stripes indicates the position within the plex address space: the lightest stripes come first, the darkest last.
Resilience and performance With sufficient hardware, it is possible to build volumes which show both increased resilience and increased performance compared to standard UNIX™ partitions. A typical configuration file might be: volume raid10 plex org striped 512k sd length 102480k drive a sd length 102480k drive b sd length 102480k drive c sd length 102480k drive d sd length 102480k drive e plex org striped 512k sd length 102480k drive c sd length 102480k drive d sd length 102480k drive e sd length 102480k drive a sd length 102480k drive b The subdisks of the second plex are offset by two drives from those of the first plex: this helps ensure that writes do not go to the same subdisks even if a transfer goes over two drives. represents the structure of this volume.
A mirrored, striped Vinum volume
- + Object naming As described above, Vinum assigns default names to plexes and subdisks, although they may be overridden. Overriding the default names is not recommended: experience with the VERITAS volume manager, which allows arbitrary naming of objects, has shown that this flexibility does not bring a significant advantage, and it can cause confusion. Names may contain any non-blank character, but it is recommended to restrict them to letters, digits and the underscore characters. The names of volumes, plexes and subdisks may be up to 64 characters long, and the names of drives may be up to 32 characters long. /dev/vinumVinum objects are assigned device nodes in the hierarchy /dev/vinum. The configuration shown above would cause Vinum to create the following device nodes: The control devices /dev/vinum/control and /dev/vinum/controld, which are used by &man.vinum.8; and the Vinum daemon respectively. Block and character device entries for each volume. These are the main devices used by Vinum. The block device names are the name of the volume, while the character device names follow the BSD tradition of prepending the letter r to the name. Thus the configuration above would include the block devices /dev/vinum/myvol, /dev/vinum/mirror, /dev/vinum/striped, /dev/vinum/raid5 and /dev/vinum/raid10, and the character devices /dev/vinum/rmyvol, /dev/vinum/rmirror, /dev/vinum/rstriped, /dev/vinum/rraid5 and /dev/vinum/rraid10. There is obviously a problem here: it is possible to have two volumes called r and rr, but there will be a conflict creating the device node /dev/vinum/rr: is it a character device for volume r or a block device for volume rr? Currently Vinum does not address this conflict: the first-defined volume will get the name. A directory /dev/vinum/drive with entries for each drive. These entries are in fact symbolic links to the corresponding disk nodes. A directory /dev/vinum/volume with entries for each volume. It contains subdirectories for each plex, which in turn contain subdirectories for their component subdisks. The directories /dev/vinum/plex, /dev/vinum/sd, and /dev/vinum/rsd, which contain block device nodes for each plex and block and character device nodes respectively for each subdisk. For example, consider the following configuration file: drive drive1 device /dev/sd1h drive drive2 device /dev/sd2h drive drive3 device /dev/sd3h drive drive4 device /dev/sd4h volume s64 setupstate plex org striped 64k sd length 100m drive drive1 sd length 100m drive drive2 sd length 100m drive drive3 sd length 100m drive drive4 After processing this file, &man.vinum.8; creates the following structure in /dev/vinum: brwx------ 1 root wheel 25, 0x40000001 Apr 13 16:46 Control brwx------ 1 root wheel 25, 0x40000002 Apr 13 16:46 control brwx------ 1 root wheel 25, 0x40000000 Apr 13 16:46 controld drwxr-xr-x 2 root wheel 512 Apr 13 16:46 drive drwxr-xr-x 2 root wheel 512 Apr 13 16:46 plex crwxr-xr-- 1 root wheel 91, 2 Apr 13 16:46 rs64 drwxr-xr-x 2 root wheel 512 Apr 13 16:46 rsd drwxr-xr-x 2 root wheel 512 Apr 13 16:46 rvol brwxr-xr-- 1 root wheel 25, 2 Apr 13 16:46 s64 drwxr-xr-x 2 root wheel 512 Apr 13 16:46 sd drwxr-xr-x 3 root wheel 512 Apr 13 16:46 vol /dev/vinum/drive: total 0 lrwxr-xr-x 1 root wheel 9 Apr 13 16:46 drive1 -> /dev/sd1h lrwxr-xr-x 1 root wheel 9 Apr 13 16:46 drive2 -> /dev/sd2h lrwxr-xr-x 1 root wheel 9 Apr 13 16:46 drive3 -> /dev/sd3h lrwxr-xr-x 1 root wheel 9 Apr 13 16:46 drive4 -> /dev/sd4h /dev/vinum/plex: total 0 brwxr-xr-- 1 root wheel 25, 0x10000002 Apr 13 16:46 s64.p0 /dev/vinum/rsd: total 0 crwxr-xr-- 1 root wheel 91, 0x20000002 Apr 13 16:46 s64.p0.s0 crwxr-xr-- 1 root wheel 91, 0x20100002 Apr 13 16:46 s64.p0.s1 crwxr-xr-- 1 root wheel 91, 0x20200002 Apr 13 16:46 s64.p0.s2 crwxr-xr-- 1 root wheel 91, 0x20300002 Apr 13 16:46 s64.p0.s3 /dev/vinum/rvol: total 0 crwxr-xr-- 1 root wheel 91, 2 Apr 13 16:46 s64 /dev/vinum/sd: total 0 brwxr-xr-- 1 root wheel 25, 0x20000002 Apr 13 16:46 s64.p0.s0 brwxr-xr-- 1 root wheel 25, 0x20100002 Apr 13 16:46 s64.p0.s1 brwxr-xr-- 1 root wheel 25, 0x20200002 Apr 13 16:46 s64.p0.s2 brwxr-xr-- 1 root wheel 25, 0x20300002 Apr 13 16:46 s64.p0.s3 /dev/vinum/vol: total 1 brwxr-xr-- 1 root wheel 25, 2 Apr 13 16:46 s64 drwxr-xr-x 3 root wheel 512 Apr 13 16:46 s64.plex /dev/vinum/vol/s64.plex: total 1 brwxr-xr-- 1 root wheel 25, 0x10000002 Apr 13 16:46 s64.p0 drwxr-xr-x 2 root wheel 512 Apr 13 16:46 s64.p0.sd /dev/vinum/vol/s64.plex/s64.p0.sd: total 0 brwxr-xr-- 1 root wheel 25, 0x20000002 Apr 13 16:46 s64.p0.s0 brwxr-xr-- 1 root wheel 25, 0x20100002 Apr 13 16:46 s64.p0.s1 brwxr-xr-- 1 root wheel 25, 0x20200002 Apr 13 16:46 s64.p0.s2 brwxr-xr-- 1 root wheel 25, 0x20300002 Apr 13 16:46 s64.p0.s3 Although it is recommended that plexes and subdisks should not be allocated specific names, Vinum drives must be named. This makes it possible to move a drive to a different location and still recognize it automatically. Drive names may be up to 32 characters long. Creating file systems Volumes appear to the system to be identical to disks, with one exception. Unlike UNIX™ drives, Vinum does not partition volumes, which thus do not contain a partition table. This has required modification to some disk utilities, notably &man.newfs.8;, which previously tried to interpret the last letter of a Vinum volume name as a partition identifier. For example, a disk drive may have a name like /dev/ad0a or /dev/da2h. These names represent the first partition (a) on the first (0) IDE disk (ad) and the eighth partition (h) on the third (2) SCSI disk (da) respectively. By contrast, a Vinum volume might be called /dev/vinum/concat, a name which has no relationship with a partition name. Normally, &man.newfs.8; interprets the name of the disk and complains if it cannot understand it. For example: &prompt.root; newfs /dev/vinum/concat newfs: /dev/vinum/concat: can't figure out file system partition In order to create a file system on this volume, use the option to &man.newfs.8;: &prompt.root; newfs -v /dev/vinum/concat Configuring Vinum The GENERIC kernel does not contain Vinum. It is possible to build a special kernel which includes Vinum, but this is not recommended. The standard way to start Vinum is as a kernel module (kld). You do not even need to use &man.kldload.8; for Vinum: when you start &man.vinum.8;, it checks whether the module has been loaded, and if it is not, it loads it automatically. Startup Vinum stores configuration information on the disk slices in essentially the same form as in the configuration files. When reading from the configuration database, Vinum recognizes a number of keywords which are not allowed in the configuration files. For example, a disk configuration might contain the following text: volume myvol state up volume bigraid state down plex name myvol.p0 state up org concat vol myvol plex name myvol.p1 state up org concat vol myvol plex name myvol.p2 state init org striped 512b vol myvol plex name bigraid.p0 state initializing org raid5 512b vol bigraid sd name myvol.p0.s0 drive a plex myvol.p0 state up len 1048576b driveoffset 265b plexoffset 0b sd name myvol.p0.s1 drive b plex myvol.p0 state up len 1048576b driveoffset 265b plexoffset 1048576b sd name myvol.p1.s0 drive c plex myvol.p1 state up len 1048576b driveoffset 265b plexoffset 0b sd name myvol.p1.s1 drive d plex myvol.p1 state up len 1048576b driveoffset 265b plexoffset 1048576b sd name myvol.p2.s0 drive a plex myvol.p2 state init len 524288b driveoffset 1048841b plexoffset 0b sd name myvol.p2.s1 drive b plex myvol.p2 state init len 524288b driveoffset 1048841b plexoffset 524288b sd name myvol.p2.s2 drive c plex myvol.p2 state init len 524288b driveoffset 1048841b plexoffset 1048576b sd name myvol.p2.s3 drive d plex myvol.p2 state init len 524288b driveoffset 1048841b plexoffset 1572864b sd name bigraid.p0.s0 drive a plex bigraid.p0 state initializing len 4194304b driveoff set 1573129b plexoffset 0b sd name bigraid.p0.s1 drive b plex bigraid.p0 state initializing len 4194304b driveoff set 1573129b plexoffset 4194304b sd name bigraid.p0.s2 drive c plex bigraid.p0 state initializing len 4194304b driveoff set 1573129b plexoffset 8388608b sd name bigraid.p0.s3 drive d plex bigraid.p0 state initializing len 4194304b driveoff set 1573129b plexoffset 12582912b sd name bigraid.p0.s4 drive e plex bigraid.p0 state initializing len 4194304b driveoff set 1573129b plexoffset 16777216b The obvious differences here are the presence of explicit location information and naming (both of which are also allowed, but discouraged, for use by the user) and the information on the states (which are not available to the user). Vinum does not store information about drives in the configuration information: it finds the drives by scanning the configured disk drives for partitions with a Vinum label. This enables Vinum to identify drives correctly even if they have been assigned different UNIX™ drive IDs. Automatic startup In order to start Vinum automatically when you boot the system, ensure that you have the following line in your /etc/rc.conf: start_vinum="YES" # set to YES to start vinum If you do not have a file /etc/rc.conf, create one with this content. This will cause the system to load the Vinum kld at startup, and to start any objects mentioned in the configuration. This is done before mounting file systems, so it is possible to automatically &man.fsck.8; and mount file systems on Vinum volumes. When you start Vinum with the vinum start command, Vinum reads the configuration database from one of the Vinum drives. Under normal circumstances, each drive contains an identical copy of the configuration database, so it does not matter which drive is read. After a crash, however, Vinum must determine which drive was updated most recently and read the configuration from this drive. It then updates the configuration if necessary from progressively older drives.
diff --git a/en_US.ISO8859-1/books/handbook/x11/chapter.sgml b/en_US.ISO8859-1/books/handbook/x11/chapter.sgml index 77deac8f62..a506bb00d4 100644 --- a/en_US.ISO8859-1/books/handbook/x11/chapter.sgml +++ b/en_US.ISO8859-1/books/handbook/x11/chapter.sgml @@ -1,1526 +1,1526 @@ The X Window System - + 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 setup your system for graphical logins (XDM). Before reading this chapter, you should: Know how to install additional third-party software (). 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 MacOS. 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. 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 &man.X.1; for a bit more insight on this. 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 MacOS, 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. 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. Widgets The X approach of providing tools and not policy extends to the widgets that 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 MacOS 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. 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 ). 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: &prompt.root; cd /usr/ports/x11/XFree86 &prompt.root; 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 &man.pkg.add.1; tool is also available for XFree86 4.X. When the remote fetching feature of &man.pkg.add.1; is used, the version number of the package must be removed. &man.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: &prompt.root; 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: &prompt.root; cd /usr/ports/x11/XFree86-4 &prompt.root; make install clean The rest of this chapter will explain how to configure XFree86, and how to setup a productive desktop environment. Christopher Shumway Contributed by XFree86 Configuration XFree86 4.X XFree86 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 horizontal scan rate vertical scan rate 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. 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 option to XFree86. As the super user, simply run: &prompt.root; 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: &prompt.root; 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. If the mouse does not work, be sure the device has been configured. See mouse configuration in the &os; install chapter. XFree86 4 Tuning Next, tune the XF86Config.new configuration file to taste. Open the file in a text editor such as &man.emacs.1; or &man.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 &man.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" XF86Config 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 &man.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 &man.XFree86.1; can find it. This is typically /etc/X11/XF86Config or /usr/X11R6/etc/X11/XF86Config. &prompt.root; 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 &man.startx.1;, install the x11/wrapper port. XFree86 4.X can also be started with &man.xdm.1;. Advanced Configuration Topics Configuration with Intel i810 Graphics Chipsets Intel i810 graphic chipset Configuration with Intel i810 integrated chipsets requires the agpgart AGP programming interface for XFree86 to drive the card. To use agpgart, the agp.ko kernel loadable module needs to be loaded into the kernel with &man.kldload.8;. This can be done automatically with the &man.loader.8; at boot time. 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 &man.MAKEDEV.8; in the /dev directory: &prompt.root; cd /dev &prompt.root; sh MAKEDEV agpgart FreeBSD 5.X or later, use &man.devfs.5; to allocate device nodes transparently for the user, therefore you do not have to run &man.MAKEDEV.8;. This will allow configuration of the hardware as any other graphics board. 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" Murray Stokely Contributed by Using Fonts in XFree86 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 Freefont collection (x11-fonts/freefont) 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: &prompt.root; cd /usr/ports/x11-fonts/urwfonts &prompt.root; 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: &prompt.user; xset fp+ /usr/X11R6/lib/X11/fonts/URW &prompt.user; 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. 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. &prompt.root; cd /usr/X11R6/lib/X11/fonts/TrueType &prompt.root; 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 &prompt.user; xset fp+ /usr/X11R6/lib/X11/fonts/TrueType &prompt.user; xset fp rehash or add a 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. Anti-Aliased Fonts Starting with version 4.0.2, XFree86 supports anti-aliased fonts. Currently, most software has not been updated to take advantage of this new functionality. However, Qt (the toolkit for the KDE desktop) does; so if XFree86 4.0.2 is used (or higher), Qt 2.3 (or higher) and KDE, all KDE/Qt applications can be made to use anti-aliased fonts. To configure anti-aliasing, create (or edit, if it already exists) the file /usr/X11R6/lib/X11/XftConfig. Several advanced things can be done with this file; this section describes only the simplest possibilities. First, tell the X server about the fonts that are to be anti-aliased. For each font directory, add a line similar to this: dir "/usr/X11R6/lib/X11/fonts/Type1" Likewise for the other font directories (URW, TrueType, etc) containing fonts to be anti-aliased. Anti-aliasing makes sense only for scalable fonts (basically, Type1 and TrueType) so do not include bitmap font directories here. The directories included here can now be commented out of the XF86Config file. 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 between 9 and 13 from anti-aliasing, include these lines: match any size > 8 any size < 14 edit antialias = false; 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 any family == "fixed" edit family =+ "mono"; match any family == "console" edit family =+ "mono"; (this aliases the other common names for fixed fonts as "mono"), and then add: match any family == "mono" edit spacing = 100; Supposing the Lucidux fonts as desired whenever monospaced fonts are required (these look nice, and do not seem to suffer from the spacing problem), replace that last line with these: match any family == "mono" edit family += "LuciduxMono"; match any family == "Lucidux Mono" edit family += "LuciduxMono"; match any family == "LuciduxMono" edit family =+ "Lucidux Mono"; (the last lines alias different equivalent family names). Finally, it is nice to allow users to add commands to this file, via their personal .xftconfig files. To do this, add a last line: includeif "~/.xftconfig" 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 XftConfig file: match edit rgba=rgb; (depending on the sort of display, the last word may need to be changed from rgb 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, note that programs must know how to take advantage of it. At the present time, the toolkit Qt does, so the entire KDE environment can use anti-aliased fonts (see on KDE for details); there are patches for GTK+ to do the same, so if compiled against such a patched GTK+, the GNOME environment and Mozilla can also use anti-aliased fonts. In fact, there is now a port called x11/gdkxft which allows one to use antialiased fonts without recompiling: see for details. Anti-aliasing is still new to FreeBSD and XFree86; configuring it should get easier with time, and it will soon be supported by many more applications. Seth Kingsley Contributed by The X Display Manager 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 &man.getty.8; utility (see 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. 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 . 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 &man.init.8; using the directions in . 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. 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 setup 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 &man.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. 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. 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. Xservers This is a list of the remote displays the chooser should provide as choices. 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. 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. xdm-config This contains settings in the form of app-defaults that are applicable to every display that this installation manages. 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. 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 &man.xdm.1; manual page. 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. Valentino Vaschetto Contributed by Desktop Environments 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. GNOME 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. Installing GNOME The easiest way to install GNOME is through the Desktop Configuration menu during the FreeBSD installation process as described in 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: &prompt.root; pkg_add -r gnome To build GNOME from source, use the ports tree: &prompt.root; cd /usr/ports/x11/gnome &prompt.root; 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: &prompt.user; echo "/usr/X11R6/bin/gnome-session" > ~/.xinitrc Next, type startx, and the GNOME desktop environment will be started. 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: &prompt.user; echo "#!/bin/sh" > ~/.xsession &prompt.user; echo "/usr/X11R6/bin/gnome-session" >> ~/.xsession &prompt.user; 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. Anti-aliased fonts with GNOME While anti-aliased fonts made their first appearance on XFree86 desktops in the KDE environment and are supported there in the standard installation, it is also possible to use them with GTK applications such as the GNOME environment. The most straightforward way is probably by using the libgdkxft library, in the x11/gdkxft port. After installing this port, read the /usr/X11R6/share/doc/gdkxft/README file carefully. Then, all that is needed is to tell GTK applications to look for their font-rendering functions in libgdkxft.so before looking in the standard place, libgdk.so. This is easily accomplished by setting an environment variable to point to the right place; with the Bourne shell (/bin/sh) or similar shells, type the command (to start The Gimp, say) &prompt.user; LD_PRELOAD=/usr/X11R6/lib/libgdkxft.so gimp and with csh and similar shells, type &prompt.user; setenv LD_PRELOAD /usr/X11R6/lib/libgdkxft.so &prompt.user; gimp Or, the commands LD_PRELOAD=/usr/X11R6/lib/libgdkxft.so export LD_PRELOAD can be put into .xinitrc, .xsession or in the appropriate place(s) in /usr/X11R6/lib/X11/xdm/Xsession, depending on how X is normally started. However, this short-cut may cause problems if Linux GTK binaries are run. KDE 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. 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 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: &prompt.root; pkg_add -r kde3 To build KDE from source, use the ports tree: &prompt.root; cd /usr/ports/x11/kde3 &prompt.root; 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: &prompt.user; 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. 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. 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. 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. 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 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. XFce 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 app 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. Installing XFce A binary package for XFce exists (at the time of writing). To install, simply type: &prompt.root; pkg_add -r xfce Alternatively, to build from source, use the ports collection: &prompt.root; cd /usr/ports/x11-wm/xfce &prompt.root; make install clean Now, tell the X server to launch XFce the next time X is started. Simply type this: &prompt.user; echo "/usr/X11R6/bin/startxfce" > ~/.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/startxfce command; or, configure the display manager to allow choosing a desktop at login time, as explained in the section on kdm. diff --git a/en_US.ISO8859-1/books/porters-handbook/book.sgml b/en_US.ISO8859-1/books/porters-handbook/book.sgml index 1f3329500e..5c8b8c5b22 100644 --- a/en_US.ISO8859-1/books/porters-handbook/book.sgml +++ b/en_US.ISO8859-1/books/porters-handbook/book.sgml @@ -1,6158 +1,6158 @@ %man; %bookinfo; %authors; %mailing-lists; ]> FreeBSD Porter's Handbook The FreeBSD Documentation Project April 2000 2000 2001 2002 The FreeBSD Documentation Project &bookinfo.legalnotice; - + Making a port yourself So, now you are interested in making your own port or upgrading an existing one? Great! What follows are some guidelines for creating a new port for FreeBSD. If you want to upgrade an existing port, you should read this and then read . When this document is not sufficiently detailed, you should refer to /usr/ports/Mk/bsd.port.mk, which all port Makefiles include. Even if you do not hack Makefiles daily, it is well commented, and you will still gain much knowledge from it. Additionally, you may send specific questions to the &a.ports;. Only a fraction of the variables (VAR) that can be overridden are mentioned in this document. Most (if not all) are documented at the start of bsd.port.mk. This file uses a non-standard tab setting. Emacs and Vim should recognize the setting on loading the file. Both vi and ex can be set to use the correct value by typing :set tabstop=4 once the file has been loaded. Quick Porting This section tells you how to do a quick port. In many cases, it is not enough, but we will see. First, get the original tarball and put it into DISTDIR, which defaults to /usr/ports/distfiles. The following assumes that the software compiled out-of-the-box, i.e., there was absolutely no change required for the port to work on your FreeBSD box. If you needed to change something, you will have to refer to the next section too. - + Writing the <filename>Makefile</filename> The minimal Makefile would look something like this: # New ports collection makefile for: oneko # Date created: 5 December 1994 # Whom: asami # # $FreeBSD$ # PORTNAME= oneko PORTVERSION= 1.1b CATEGORIES= games MASTER_SITES= ftp://ftp.cs.columbia.edu/archives/X11R5/contrib/ MAINTAINER= asami@FreeBSD.org MAN1= oneko.1 MANCOMPRESSED= yes USE_IMAKE= yes .include <bsd.port.mk> See if you can figure it out. Do not worry about the contents of the $FreeBSD$ line, it will be filled in automatically by CVS when the port is imported to our main ports tree. You can find a more detailed example in the sample Makefile section. - + Writing the description files There are three description files that are required for any port, whether they actually package or not. They are pkg-comment, pkg-descr, and pkg-plist, and their pkg- prefix distinguishes them from other files. <filename>pkg-comment</filename> This is the one-line description of the port. Please do not include the package name (or version number of the software) in the comment. The comment should begin with a capital, and end without a period. Here is an example: A cat chasing a mouse all over the screen <filename>pkg-descr</filename> This is a longer description of the port. One to a few paragraphs concisely explaining what the port does is sufficient. This is not a manual or an in-depth description on how to use or compile the port! Please be careful if you are copying from the README or manpage; too often they are not a concise description of the port or are in an awkward format (e.g., manpages have justified spacing). If the ported software has an official WWW homepage, you should list it here. Prefix one of the websites with WWW: so that automated tools will work correctly. It is recommended that you sign your name at the end of this file, as in: This is a port of oneko, in which a cat chases a poor mouse all over the screen. : (etc.) WWW: http://www.oneko.org/ - Satoshi asami@cs.berkeley.edu <filename>pkg-plist</filename> This file lists all the files installed by the port. It is also called the packing list because the package is generated by packing the files listed here. The pathnames are relative to the installation prefix (usually /usr/local or /usr/X11R6). If you are using the MANn variables (as you should be), do not list any manpages here. Here is a small example: bin/oneko lib/X11/app-defaults/Oneko lib/X11/oneko/cat1.xpm lib/X11/oneko/cat2.xpm lib/X11/oneko/mouse.xpm @dirrm lib/X11/oneko Refer to the &man.pkg.create.1; manual page for details on the packing list. You should list all the files, but not the name directories, in the list. Also, if the port creates directories for itself during installation, make sure to add @dirrm lines as necessary to remove them when the port is deleted. It is recommended that you keep all the filenames in this file sorted alphabetically. It will make verifying the changes when you upgrade the port much easier. Creating a packing list manually can be a very tedious task. If the port installs a large numbers of files, creating the packing list automatically might save time. - + Creating the checksum file Just type make makesum. The ports make rules will automatically generate the file distinfo. Testing the port You should make sure that the port rules do exactly what you want them to do, including packaging up the port. These are the important points you need to verify. pkg-plist does not contain anything not installed by your port pkg-plist contains everything that is installed by your port Your port can be installed multiple times using the reinstall target Your port cleans up after itself upon deinstall Recommended test ordering make install make package make deinstall pkg_add package-name make deinstall make reinstall make package Make sure that there are not any warnings issued in any of the package and deinstall stages. After step 3, check to see if all the new directories are correctly deleted. Also, try using the software after step 4, to ensure that it works correctly when installed from a package. Checking your port with <command>portlint</command> Please use portlint to see if your port conforms to our guidelines. The portlint program is part of the ports collection. In particular, you may want to check if the Makefile is in the right shape and the package is named appropriately. Submitting the port First, make sure you have read the DOs and DON'Ts section. Now that you are happy with your port, the only thing remaining is to put it in the main FreeBSD ports tree and make everybody else happy about it too. We do not need your work directory or the pkgname.tgz package, so delete them now. Next, simply include the output of shar `find port_dir` in a bug report and send it with the &man.send-pr.1; program (see Bug Reports and General Commentary for more information about &man.send-pr.1;). If the uncompressed port is larger than 20KB, you should compress it into a tarfile and use &man.uuencode.1; before including it in the bug report (uuencoded tarfiles are acceptable even if the bug report is smaller than 20KB but are not preferred). Be sure to classify the bug report as category ports and class change-request (Do not mark the report confidential!). Also add a short description of the program you ported to the Description field of the PR and the shar or uuencoded tarfile to the Fix field. The latter one helps the committers a lot, who use scripts for the ports-work. One more time, do not include the original source distfile, the work directory, or the package you built with make package. In the past, we asked you to upload new port submissions in our FTP site (ftp.FreeBSD.org). This is no longer recommended as read access is turned off on the incoming/ directory of that site due to the large amount of pirated software showing up there. After you have submitted your port, please be patient. Sometimes it can take a few months before a port is included in FreeBSD, although it might only take a few days. You can view the list of ports waiting to be committed to FreeBSD. Once we have looked at your port, we will get back to you if necessary, and put it in the tree. Your name will also appear in the list of Additional FreeBSD Contributors and other files. Isn't that great?!? :-) You can make our work a lot easier, if you use a good description in the synopsis of the problem report. We prefer something like New port: <short description of the port> for new ports and Update port: <category>/<port> <short description of the update> for port updates. If you stick to this scheme, the chance that one takes a look at your PR soon is much bigger. - + Slow Porting Ok, so it was not that simple, and the port required some modifications to get it to work. In this section, we will explain, step by step, how to modify it to get it to work with the ports paradigm. - + How things work First, this is the sequence of events which occurs when the user first types make in your port's directory. You may find that having bsd.port.mk in another window while you read this really helps to understand it. But do not worry if you do not really understand what bsd.port.mk is doing, not many people do... :-> The fetch target is run. The fetch target is responsible for making sure that the tarball exists locally in DISTDIR. If fetch cannot find the required files in DISTDIR it will look up the URL MASTER_SITES, which is set in the Makefile, as well as our main FTP site at ftp://ftp.FreeBSD.org/pub/FreeBSD/ports/distfiles/, where we put sanctioned distfiles as backup. It will then attempt to fetch the named distribution file with FETCH, assuming that the requesting site has direct access to the Internet. If that succeeds, it will save the file in DISTDIR for future use and proceed. The extract target is run. It looks for your port's distribution file (typically a gzip'd tarball) in DISTDIR and unpacks it into a temporary subdirectory specified by WRKDIR (defaults to work). The patch target is run. First, any patches defined in PATCHFILES are applied. Second, if any patch files named patch-* are found in PATCHDIR (defaults to the files subdirectory), they are applied at this time in alphabetical order. The configure target is run. This can do any one of many different things. If it exists, scripts/configure is run. If HAS_CONFIGURE or GNU_CONFIGURE is set, WRKSRC/configure is run. If USE_IMAKE is set, XMKMF (default: xmkmf -a) is run. The build target is run. This is responsible for descending into the port's private working directory (WRKSRC) and building it. If USE_GMAKE is set, GNU make will be used, otherwise the system make will be used. The above are the default actions. In addition, you can define targets pre-something or post-something, or put scripts with those names, in the scripts subdirectory, and they will be run before or after the default actions are done. For example, if you have a post-extract target defined in your Makefile, and a file pre-build in the scripts subdirectory, the post-extract target will be called after the regular extraction actions, and the pre-build script will be executed before the default build rules are done. It is recommended that you use Makefile targets if the actions are simple enough, because it will be easier for someone to figure out what kind of non-default action the port requires. The default actions are done by the bsd.port.mk targets do-something. For example, the commands to extract a port are in the target do-extract. If you are not happy with the default target, you can fix it by redefining the do-something target in your Makefile. The main targets (e.g., extract, configure, etc.) do nothing more than make sure all the stages up to that one are completed and call the real targets or scripts, and they are not intended to be changed. If you want to fix the extraction, fix do-extract, but never ever touch extract! Now that you understand what goes on when the user types make, let us go through the recommended steps to create the perfect port. - + Getting the original sources Get the original sources (normally) as a compressed tarball (foo.tar.gz or foo.tar.Z) and copy it into DISTDIR. Always use mainstream sources when and where you can. If you cannot find a FTP/HTTP site that is well-connected to the net, or can only find sites that have irritatingly non-standard formats, you might want to put a copy on a reliable FTP or HTTP server that you control (e.g., your home page). Make sure you set MASTER_SITES to reflect your choice. If you cannot find somewhere convenient and reliable to put the distfile we can house it ourselves on ftp.FreeBSD.org. The distfile must be placed into ~/public_distfiles/ of someone's freefall account. Ask the person who commits your port to do this. This person will also set MASTER_SITES to MASTER_SITE_LOCAL and MASTER_SITE_SUBDIR to their freefall username. If your port's distfile changes all the time for no good reason, consider putting the distfile in your home page and listing it as the first MASTER_SITES. This will prevent users from getting checksum mismatch errors, and also reduce the workload of maintainers of our FTP site. Also, if there is only one master site for the port, it is recommended that you house a backup at your site and list it as the second MASTER_SITES. If your port requires some additional `patches' that are available on the Internet, fetch them too and put them in DISTDIR. Do not worry if they come from a site other than where you got the main source tarball, we have a way to handle these situations (see the description of PATCHFILES below). - + Modifying the port Unpack a copy of the tarball in a private directory and make whatever changes are necessary to get the port to compile properly under the current version of FreeBSD. Keep careful track of everything you do, as you will be automating the process shortly. Everything, including the deletion, addition, or modification of files should be doable using an automated script or patch file when your port is finished. If your port requires significant user interaction/customization to compile or install, you should take a look at one of Larry Wall's classic Configure scripts and perhaps do something similar yourself. The goal of the new ports collection is to make each port as plug-and-play as possible for the end-user while using a minimum of disk space. Unless explicitly stated, patch files, scripts, and other files you have created and contributed to the FreeBSD ports collection are assumed to be covered by the standard BSD copyright conditions. - + Patching In the preparation of the port, files that have been added or changed can be picked up with a recursive diff for later feeding to patch. Each set of patches you wish to apply should be collected into a file named patch-* where * denotes the sequence in which the patches will be applied — these are done in alphabetical order, thus aa first, ab second and so on. If you wish, you can use names that indicate the pathnames of the files that are patched, such as patch-Imakefile or patch-src-config.h. These files should be stored in PATCHDIR, from where they will be automatically applied. All patches should be relative to WRKSRC (generally the directory your port's tarball unpacks itself into, that being where the build is done). To make fixes and upgrades easier, you should avoid having more than one patch fix the same file (e.g., patch-aa and patch-ab both changing WRKSRC/foobar.c). Do not put RCS strings in patches. CVS will mangle them when we put the files into the ports tree, and when we check them out again, they will come out different and the patch will fail. RCS strings are surrounded by dollar ($) signs, and typically start with $Id or $RCS. Using the recurse () option to diff to generate patches is fine, but please take a look at the resulting patches to make sure you do not have any unnecessary junk in there. In particular, diffs between two backup files, Makefiles when the port uses Imake or GNU configure, etc., are unnecessary and should be deleted. If you had to edit configure.in and run autoconf to regenerate configure, do not take the diffs of configure (it often grows to a few thousand lines!); define USE_AUTOCONF=yes and take the diffs of configure.in. Also, if you had to delete a file, then you can do it in the post-extract target rather than as part of the patch. Once you are happy with the resulting diff, please split it up into one source file per patch file. - + Configuring Include any additional customization commands in your configure script and save it in the scripts subdirectory. As mentioned above, you can also do this with Makefile targets and/or scripts with the name pre-configure or post-configure. - + Handling user input If your port requires user input to build, configure, or install, then set IS_INTERACTIVE in your Makefile. This will allow overnight builds to skip your port if the user sets the variable BATCH in his environment (and if the user sets the variable INTERACTIVE, then only those ports requiring interaction are built). It is also recommended that if there are reasonable default answers to the questions, you check the PACKAGE_BUILDING variable and turn off the interactive script when it is set. This will allow us to build the packages for CDROMs and FTP. - + Configuring the Makefile Configuring the Makefile is pretty simple, and again we suggest that you look at existing examples before starting. Also, there is a sample Makefile in this handbook, so take a look and please follow the ordering of variables and sections in that template to make your port easier for others to read. Now, consider the following problems in sequence as you design your new Makefile: - + The original source Does it live in DISTDIR as a standard gzip'd tarball named something like foozolix-1.2.tar.gz? If so, you can go on to the next step. If not, you should look at overriding any of the DISTNAME, EXTRACT_CMD, EXTRACT_BEFORE_ARGS, EXTRACT_AFTER_ARGS, EXTRACT_SUFX, or DISTFILES variables, depending on how alien a format your port's distribution file is. (The most common case is EXTRACT_SUFX=.tar.Z, when the tarball is condensed by regular compress, not gzip.) In the worst case, you can simply create your own do-extract target to override the default, though this should be rarely, if ever, necessary. - + Naming The first part of the port's Makefile names the port, describes its version number, and lists it in the correct category. <makevar>PORTNAME</makevar> and <makevar>PORTVERSION</makevar> You should set PORTNAME to the base name of your port, and PORTVERSION to the version number of the port. <makevar>PORTREVISION</makevar> and <makevar>PORTEPOCH</makevar> <makevar>PORTREVISION</makevar> The PORTREVISION variable is a monotonically increasing value which is reset to 0 with every increase of PORTVERSION (i.e. every time a new official vendor release is made), and appended to the package name if non-zero. PORTREVISION is increased each time a change is made to the FreeBSD port which significantly affects the content or structure of the derived package. Examples of when PORTREVISION should be bumped: Addition of patches to correct security vulnerabilities, bugs, or to add new functionality to the FreeBSD port. Changes to the port makefile to enable or disable compile-time options in the package. Changes in the packing list or the install-time behavior of the package (e.g. change to a script which generates initial data for the package, like ssh host keys). Version bump of a port's shared library dependency (in this case, someone trying to install the old package after installing a newer version of the dependency will fail since it will look for the old libfoo.x instead of libfoo.(x+1)). Silent changes to the port distfile which have significant functional differences, i.e. changes to the distfile requiring a correction to distinfo with no corresponding change to PORTVERSION, where a diff -ru of the old and new versions shows non-trivial changes to the code. Examples of changes which do not require a PORTREVISION bump: Style changes to the port skeleton with no functional change to what appears in the resulting package. Changes to MASTER_SITES or other functional changes to the port which do not affect the resulting package. Trivial patches to the distfile such as correction of typos, which are not important enough that users of the package should go to the trouble of upgrading. Build fixes which cause a package to become compilable where it was previously failing (as long as the changes do not introduce any functional change on any other platforms on which the port did previously build). Since PORTREVISION reflects the content of the package, if no package was previously buildable then there is no need to increase PORTREVISION to mark a change. A rule of thumb is to ask yourself whether a change committed to a port is something which someone, somewhere, would benefit from having (either because of an enhancement, fix, or by virtue that the new package will actually work for them). If yes, the PORTREVISION should be bumped so that automated tools (e.g. pkg_version) will highlight the fact that a new package is available. <makevar>PORTEPOCH</makevar> From time to time a software vendor or FreeBSD porter will do something silly and release a version of their software which is actually numerically less than the previous version. An example of this is a port which goes from foo-20000801 to foo-1.0 (the former will be incorrectly treated as a newer version since 20000801 is a numerically greater value than 1). In situations such as this, the PORTEPOCH version should be increased. If PORTEPOCH is nonzero it is appended to the package name as described in section 0 above. PORTEPOCH is never decreased or reset to zero, because that would cause comparison to a package from an earlier epoch to fail (i.e. the package would not be detected as out of date): the new version number (e.g. 1.0,1 in the above example) is still numerically less than the previous version (20000801), but the ,1 suffix is treated specially by automated tools and found to be greater than the implied suffix ,0 on the earlier package. It is expected that PORTEPOCH will not be used for the majority of ports, and that sensible use of PORTVERSION can often pre-empt it becoming necessary if a future release of the software should change the version structure. However, care is needed by FreeBSD porters when a vendor release is made without an official version number — such as a code snapshot release. The temptation is to label the release with the release date, which will cause problems as in the example above when a new official release is made. For example, if a snapshot release is made on the date 20000917, and the previous version of the software was version 1.2, the snapshot release should be given a PORTVERSION of 1.2.20000917 or similar, not 20000917, so that the succeeding release, say 1.3, is still a numerically greater value. Example of <makevar>PORTREVISION</makevar> and <makevar>PORTEPOCH</makevar> usage The gtkmumble port, version 0.10, is committed to the ports collection. PORTNAME= gtkmumble PORTVERSION= 0.10 PKGNAME becomes gtkmumble-0.10. A security hole is discovered which requires a local FreeBSD patch. PORTREVISION is bumped accordingly. PORTNAME= gtkmumble PORTVERSION= 0.10 PORTREVISION= 1 PKGNAME becomes gtkmumble-0.10_1 A new version is released by the vendor, numbered 0.2 (it turns out the author actually intended 0.10 to actually mean 0.1.0, not what comes after 0.9 - oops, too late now). Since the new minor version 2 is numerically less than the previous version 10 the PORTEPOCH must be bumped to manually force the new package to be detected as newer. Since it is a new vendor release of the code, PORTREVISION is reset to 0 (or removed from the makefile). PORTNAME= gtkmumble PORTVERSION= 0.2 PORTEPOCH= 1 PKGNAME becomes gtkmumble-0.2,1 The next release is 0.3. Since PORTEPOCH never decreases, the version variables are now: PORTNAME= gtkmumble PORTVERSION= 0.3 PORTEPOCH= 1 PKGNAME becomes gtkmumble-0.3,1 If PORTEPOCH were reset to 0 with this upgrade, someone who had installed the gtkmumble-0.10_1 package would not detect the gtkmumble-0.3 package as newer, since 3 is still numerically less than 10. <makevar>PKGNAMEPREFIX</makevar> and <makevar>PKGNAMESUFFIX</makevar> Two optional variables, PKGNAMEPREFIX and PKGNAMESUFFIX, are combined with PORTNAME and PORTVERSION to form PKGNAME as ${PKGNAMEPREFIX}${PORTNAME}${PKGNAMESUFFIX}-${PORTVERSION}. Make sure this conforms to our guidelines for a good package name. In particular, you are not allowed to use a hyphen (-) in PORTVERSION. Also, if the package name has the language- or the compiled.specifics part, use PKGNAMEPREFIX and PKGNAMESUFFIX, respectively. Do not make them part of PORTNAME. Package Naming Conventions The following are the conventions you should follow in naming your packages. This is to have our package directory easy to scan, as there are already lots and lots of packages and users are going to turn away if they hurt their eyes! The package name should look like language_region-name-compiled.specifics-version.numbers. The package name is defined as ${PKGNAMEPREFIX}${PORTNAME}${PKGNAMESUFFIX}-${PORTVERSION}. Make sure to set the variables to conform to that format. FreeBSD strives to support the native language of its users. The language- part should be a two letter abbreviation of the natural language defined by ISO-639 if the port is specific to a certain language. Examples are ja for Japanese, ru for Russian, vi for Vietnamese, zh for Chinese, ko for Korean and de for German. If the port is specific to a certain region within the language area, add the two letter country code as well. Examples are en_US for US English and fr_CH for Swiss French. The language- part should be set in the PKGNAMEPREFIX variable. The first letter of name part should be lowercase. (The rest of the name can contain capital letters, so use your own discretion when you are converting a software name that has some capital letters in it.) There is a tradition of naming Perl 5 modules by prepending p5- and converting the double-colon separator to a hyphen; for example, the Data::Dumper module becomes p5-Data-Dumper. If the software in question has numbers, hyphens, or underscores in its name, you may include them as well (like kinput2). If the port can be built with different hardcoded defaults (usually part of the directory name in a family of ports), the -compiled.specifics part should state the compiled-in defaults (the hyphen is optional). Examples are papersize and font units. The compiled.specifics part should be set in the PKGNAMESUFFIX variable. The version string should follow a dash (-) and be a period-separated list of integers and single lowercase alphabetics. In particular, it is not permissible to have another dash inside the version string. The only exception is the string pl (meaning patchlevel), which can be used only when there are no major and minor version numbers in the software. If the software version has strings like alpha, beta, rc, or pre, take the first letter and put it immediately after a period. If the version string continues after those names, the numbers should follow the single alphabet without an extra period between them. The idea is to make it easier to sort ports by looking at the version string. In particular, make sure version number components are always delimited by a period, and if the date is part of the string, use the yyyy.mm.dd format, not dd.mm.yyyy or the non-Y2K compliant yy.mm.dd format. Here are some (real) examples on how to convert the name as called by the software authors to a suitable package name: Distribution Name PKGNAMEPREFIX PORTNAME PKGNAMESUFFIX PORTVERSION Reason mule-2.2.2 (empty) mule (empty) 2.2.2 No changes required XFree86-3.3.6 (empty) XFree86 (empty) 3.3.6 No changes required EmiClock-1.0.2 (empty) emiclock (empty) 1.0.2 No uppercase names for single programs rdist-1.3alpha (empty) rdist (empty) 1.3.a No strings like alpha allowed es-0.9-beta1 (empty) es (empty) 0.9.b1 No strings like beta allowed mailman-2.0rc3 (empty) mailman (empty) 2.0.r3 No strings like rc allowed v3.3beta021.src (empty) tiff (empty) 3.3 What the heck was that anyway? tvtwm (empty) tvtwm (empty) pl11 Version string always required piewm (empty) piewm (empty) 1.0 Version string always required xvgr-2.10pl1 (empty) xvgr (empty) 2.10.1 pl allowed only when no major/minor version numbers gawk-2.15.6 ja- gawk (empty) 2.15.6 Japanese language version psutils-1.13 (empty) psutils -letter 1.13 Papersize hardcoded at package build time pkfonts (empty) pkfonts 300 1.0 Package for 300dpi fonts If there is absolutely no trace of version information in the original source and it is unlikely that the original author will ever release another version, just set the version string to 1.0 (like the piewm example above). Otherwise, ask the original author or use the date string (yyyy.mm.dd) as the version. - + Categorisation <makevar>CATEGORIES</makevar> When a package is created, it is put under /usr/ports/packages/All and links are made from one or more subdirectories of /usr/ports/packages. The names of these subdirectories are specified by the variable CATEGORIES. It is intended to make life easier for the user when he is wading through the pile of packages on the FTP site or the CDROM. Please take a look at the existing categories and pick the ones that are suitable for your port. This list also determines where in the ports tree the port is imported. If you put more than one category here, it is assumed that the port files will be put in the subdirectory with the name in the first category. See the categories section for more discussion about how to pick the right categories. If your port truly belongs to something that is different from all the existing ones, you can even create a new category name. In that case, please send mail to the &a.ports; to propose a new category. Current list of categories First, this is the current list of port categories. Those marked with an asterisk (*) are virtual categories—those that do not have a corresponding subdirectory in the ports tree. For non-virtual categories, you will find a one-line description in the pkg/COMMENT file in that subdirectory (e.g., archivers/pkg/COMMENT). Category Description accessibility* Ports to help disabled users. afterstep* Ports to support the AfterStep window manager. archivers Archiving tools. astro Astronomical ports. audio Sound support. benchmarks Benchmarking utilities. biology Biology-related software. cad Computer aided design tools. chinese Chinese language support. comms Communication software. Mostly software to talk to your serial port. converters Character code converters. databases Databases. deskutils Things that used to be on the desktop before computers were invented. devel Development utilities. Do not put libraries here just because they are libraries—unless they truly do not belong anywhere else, they should not be in this category. editors General editors. Specialized editors go in the section for those tools (e.g., a mathematical-formula editor will go in math). elisp* Emacs-lisp ports. emulators Emulators for other operating systems. Terminal emulators do not belong here—X-based ones should go to x11 and text-based ones to either comms or misc, depending on the exact functionality. finance Monetary, financial and related applications. french French language support. ftp FTP client and server utilities. If your port speaks both FTP and HTTP, put it in ftp with a secondary category of www. games Games. german German language support. gnome* Ports from the GNU Object Model Environment (GNOME) Project. graphics Graphics utilities. haskell* Software related to the Haskell language. hebrew Hebrew language support. hungarian Hungarian language support. ipv6* IPv6 related software. irc Internet Relay Chat utilities. japanese Japanese language support. java Software related to the Java language. kde* Ports from the K Desktop Environment (KDE) Project. korean Korean language support. lang Programming languages. linux* Linux applications and support utilities. mail Mail software. math Numerical computation software and other utilities for mathematics. mbone MBone applications. misc Miscellaneous utilities—basically things that do not belong anywhere else. This is the only category that should not appear with any other non-virtual category. If you have misc with something else in your CATEGORIES line, that means you can safely delete misc and just put the port in that other subdirectory! multimedia Multimedia software. net Miscellaneous networking software. news USENET news software. offix* Ports from the OffiX suite. palm Software support for the Palm(tm) series. parallel* Applications dealing with parallelism in computing. perl5* Ports that require perl version 5 to run. picobsd Ports to support PicoBSD. plan9* Various programs from Plan9. portuguese Portuguese language support. print Printing software. Desktop publishing tools (previewers, etc.) belong here too. python* Software related to the Python language. ruby* Software related to the Ruby language. russian Russian language support. science Scientific ports that don't fit into other categories such as astro, biology and math. security Security utilities. shells Command line shells. sysutils System utilities. tcl76* Ports that use Tcl version 7.6 to run. tcl80* Ports that use Tcl version 8.0 to run. tcl81* Ports that use Tcl version 8.1 to run. tcl82* Ports that use Tcl version 8.2 to run. tcl83* Ports that use Tcl version 8.3 to run. textproc Text processing utilities. It does not include desktop publishing tools, which go to print. tk42* Ports that use Tk version 4.2 to run. tk80* Ports that use Tk version 8.0 to run. tk81* Ports that use Tk version 8.1 to run. tk82* Ports that use Tk version 8.2 to run. tk83* Ports that use Tk version 8.3 to run. tkstep80* Ports that use TkSTEP version 8.0 to run. ukrainian Ukrainian language support. vietnamese Vietnamese language support. windowmaker* Ports to support the WindowMaker window manager www Software related to the World Wide Web. HTML language support belongs here too. x11 The X Window System and friends. This category is only for software that directly supports the window system. Do not put regular X applications here. If your port is an X application, define USE_XLIB (implied by USE_IMAKE) and put it in the appropriate categories. Also, many of them go into other x11-* categories (see below). x11-clocks X11 clocks. x11-fm X11 file managers. x11-fonts X11 fonts and font utilities. x11-servers X11 servers. x11-toolkits X11 toolkits. x11-wm X11 window managers. zope* Zope support. Choosing the right category As many of the categories overlap, you often have to choose which of the categories should be the primary category of your port. There are several rules that govern this issue. Here is the list of priorities, in decreasing order of precedence: Language specific categories always come first. For example, if your port installs Japanese X11 fonts, then your CATEGORIES line would read japanese x11-fonts. Specific categories win over less-specific ones. For instance, an HTML editor should be listed as www editors, not the other way around. Also, you do not need to list net when the port belongs to any of irc, mail, mbone, news, security, or www. x11 is used as a secondary category only when the primary category is a natural language. In particular, you should not put x11 in the category line for X applications. Emacs modes should be placed in the same ports category as the application supported by the mode, not in editors. For example, an Emacs mode to edit source files of some programming language should go into lang. If your port truly does not belong anywhere else, put it in misc. If you are not sure about the category, please put a comment to that effect in your &man.send-pr.1; submission so we can discuss it before we import it. If you are a committer, send a note to the &a.ports; so we can discuss it first—too often new ports are imported to the wrong category only to be moved right away. - + The distribution files The second part of the Makefile describes the files that must be downloaded in order to build the port, and where they can be downloaded from. <makevar>DISTNAME</makevar> DISTNAME is the name of the port as called by the authors of the software. DISTNAME defaults to ${PORTNAME}-${PORTVERSION}, so override it if necessary. DISTNAME is only used in two places. First, the distribution file list (DISTFILES) defaults to ${DISTNAME}${EXTRACT_SUFX}. Second, the distribution file is expected to extract into a subdirectory named WRKSRC, which defaults to work/${DISTNAME}. PKGNAMEPREFIX and PKGNAMESUFFIX do not affect DISTNAME. Also note that when WRKSRC is equal to work/${PORTNAME}-${PORTVERSION} while the original source archive is named something other than ${PORTNAME}-${PORTVERSION}${EXTRACT_SUFX}, you should probably leave DISTNAME alone— you are better off defining DISTFILES than having to set both DISTNAME and WRKSRC (and possibly EXTRACT_SUFX). <makevar>MASTER_SITES</makevar> Record the directory part of the FTP/HTTP-URL pointing at the original tarball in MASTER_SITES. Do not forget the trailing slash (/)! The make macros will try to use this specification for grabbing the distribution file with FETCH if they cannot find it already on the system. It is recommended that you put multiple sites on this list, preferably from different continents. This will safeguard against wide-area network problems, and we are even planning to add support for automatically determining the closest master site and fetching from there! If the original tarball is part of one of the popular archives such as X-contrib, GNU, or Perl CPAN, you may be able refer to those sites in an easy compact form using MASTER_SITE_* (e.g., MASTER_SITE_XCONTRIB and MASTER_SITE_PERL_GNU). Simply set MASTER_SITES to one of these variables and MASTER_SITE_SUBDIR to the path within the archive. Here is an example: MASTER_SITES= ${MASTER_SITE_XCONTRIB} MASTER_SITE_SUBDIR= applications These variables are defined in /usr/ports/Mk/bsd.sites.mk. There are new archives added all the time, so make sure to check the latest version of this file before submitting a port. The user can also set the MASTER_SITE_* variables in /etc/make.conf to override our choices, and use their favorite mirrors of these popular archives instead. <makevar>EXTRACT_SUFX</makevar> If you have one distribution file, and it uses an odd suffix to indicate the compression mechanism, set EXTRACT_SUFX. For example, if the distribution file was named foo.tgz instead of the more normal foo.tar.gz, you would write: DISTNAME= foo EXTRACT_SUFX= .tgz The USE_BZIP2 and USE_ZIP variables automatically set EXTRACT_SUFX to .bz2 or .zip as necessary. If neither of these are set then EXTRACT_SUFX defaults to .tar.gz. You never need to set both EXTRACT_SUFX and DISTFILES. <makevar>DISTFILES</makevar> Sometimes the names of the files to be downloaded have no resemblance to the name of the port. For example, it might be called source.tar.gz or similar. In other cases the application's source code might be in several different archives, all of which must be downloaded. If this is the case, set DISTFILES to be a space separated list of all the files that must be downloaded. DISTFILES= source1.tar.gz source2.tar.gz If not explicitly set, DISTFILES defaults to ${DISTNAME}${EXTRACT_SUFX}. <makevar>EXTRACT_ONLY</makevar> If only some of the DISTFILES must be extracted—for example, one of them is the source code, while another is an uncompressed document—list the filenames that must be extracted in EXTRACT_ONLY. DISTFILES= source.tar.gz manual.html EXTRACT_ONLY= source.tar.gz If none of the DISTFILES should be uncompressed then set EXTRACT_ONLY to the empty string. EXTRACT_ONLY= <makevar>PATCHFILES</makevar> If your port requires some additional patches that are available by FTP or HTTP, set PATCHFILES to the names of the files and PATCH_SITES to the URL of the directory that contains them (the format is the same as MASTER_SITES). If the patch is not relative to the top of the source tree (i.e., WRKSRC) because it contains some extra pathnames, set PATCH_DIST_STRIP accordingly. For instance, if all the pathnames in the patch have an extra foozolix-1.0/ in front of the filenames, then set PATCH_DIST_STRIP=-p1. Do not worry if the patches are compressed; they will be decompressed automatically if the filenames end with .gz or .Z. If the patch is distributed with some other files, such as documentation, in a gzip'd tarball, you cannot just use PATCHFILES. If that is the case, add the name and the location of the patch tarball to DISTFILES and MASTER_SITES. Then, use the EXTRA_PATCHES variable to point to those files and bsd.port.mk will automatically apply them for you. In particular, do not copy patch files into the PATCHDIR directory—that directory may not be writable. The tarball will have been extracted alongside the regular source by then, so there is no need to explicitly extract it if it is a regular gzip'd or compress'd tarball. If you do the latter, take extra care not to overwrite something that already exists in that directory. Also, do not forget to add a command to remove the copied patch in the pre-clean target. Multiple distribution files or patches from different sites and subdirectories (<literal>MASTER_SITES:n</literal>) This section has information on the fetching mechanism known as both MASTER_SITES:n and MASTER_SITES_NN. We will refer to this mechanism as MASTER_SITES:n hereon. A little background first. OpenBSD has a neat feature inside both DISTFILES and PATCHFILES variables, both files and patches can be postfixed with :n identifiers where n both can be [0-9] and denote a group designation. For example: DISTFILES= alpha:0 beta:1 In OpenBSD, distribution file alpha will be associated with variable MASTER_SITES0 instead of our common MASTER_SITES and beta with MASTER_SITES1. This is a very interesting feature which can decrease that endless search for the correct download site. Just picture 2 files in DISTFILES and 20 sites in MASTER_SITES, the sites slow as hell where beta is carried by all sites in MASTER_SITES, and alpha can only be found in the 20th site. It would be such a waste to check all of them if maintainer knew this beforehand, would not it? Not a good start for that lovely weekend! Now that you got the picture, just imagine more DISTFILES and more MASTER_SITES. Surely our distfiles survey meister would appreciate the network strain relieve this would bring. In the next sections, information will follow on the FreeBSD implementation of this idea. We improved a bit on OpenBSD's concept. Simplified information This section tells you how to quickly prepare fine grained fetching of multiple distribution files and patches from different sites and subdirectories. We describe here a case of simplified MASTER_SITES:n usage. This will be sufficient for most scenarios. However, if you need further information, you will have to refer to the next section. Some applications consist of multiple distribution files that must be downloaded from a number of different sites. For example, Ghostscript consists of the core of the program, and then a large number of driver files that are used depending on the user's printer. Some of these driver files are supplied with the core, but many others must be downloaded from a variety of different sites. To support this, each entry in DISTFILES may be followed by a colon and a tag name. Each site listed in MASTER_SITES is then followed by a colon, and the tag that indicates which distribution files should be downloaded from this site. For example, consider an application with the source split in two parts, source1.tar.gz and source2.tar.gz, which must be downloaded from two different sites. The port's Makefile would include lines like . Simplified use of <literal>MASTER_SITES:n</literal> with 1 file per site MASTER_SITES= ftp://ftp.example1.com/:source1 \ ftp://ftp.example2.com/:source2 DISTFILES= source1.tar.gz:source1 \ source2.tar.gz:source2 Multiple distribution files can have the same tag. Continuing the previous example, suppose that there was a third distfile, source3.tar.gz, that should be downloaded from ftp.example2.com. The Makefile would then be written like . Simplified use of <literal>MASTER_SITES:n</literal> with more than 1 file per site MASTER_SITES= ftp://ftp.example1.com/:source1 \ ftp://ftp.example2.com/:source2 DISTFILES= source1.tar.gz:source1 \ source2.tar.gz:source2 \ source3.tar.gz:source2 Detailed information Okay, so the previous section example did not reflect your needs? In this section we will explain in detail how the fine grained fetching mechanism MASTER_SITES:n works and how you can modify your ports to use it. Elements can be postfixed with :n where n is [^:,]+, i.e., n could conceptually be any alphanumerical string but we will limit it to [a-zA-Z_][0-9a-zA-Z_]+ for now. Moreover, string matching is case sensitive; i.e., n is different from N. However, the following words cannot be used for postfixing purposes since they yield special meaning: default, all and ALL (they are used internally in item ). Furthermore, DEFAULT is a special purpose word (check item ). Elements postfixed with :n belong to the group n, :m belong to group m and so forth. Elements without a postfix are groupless, i.e., they all belong to the special group DEFAULT. If you postfix any elements with DEFAULT, you are just being reduntant unless you want to have an element belonging to both DEFAULT and other groups at the same time (check item ). The following examples are equivalent but the first one is preferred: MASTER_SITES= alpha MASTER_SITES= alpha:DEFAULT Groups are not exclusive, an element may belong to several different groups at the same time and a group can either have either several different elements or none at all. Repeated elements within the same group will be simply that, repeated elements. When you want an element to belong to several groups at the same time, you can use the comma operator (,). Instead of repeating it several times, each time with a different postfix, we can list several groups at once in a single postfix. For instance, :m,n,o marks an element that belongs to group m, n and o. All the following examples are equivalent but the last one is preferred: MASTER_SITES= alpha alpha:SOME_SITE MASTER_SITES= alpha:DEFAULT alpha:SOME_SITE MASTER_SITES= alpha:SOME_SITE,DEFAULT MASTER_SITES= alpha:DEFAULT,SOME_SITE All sites within a given group are sorted according to MASTER_SORT_AWK. All groups within MASTER_SITES and PATCH_SITES are sorted as well. Group semantics can be used in any of the following variables MASTER_SITES, PATCH_SITES, MASTER_SITE_SUBDIR, PATCH_SITE_SUBDIR, DISTFILES, and PATCHFILES according to the following syntax: All MASTER_SITES, PATCH_SITES, MASTER_SITE_SUBDIR and PATCH_SITE_SUBDIR elements must be terminated with the forward slash / character. If any elements belong to any groups, the group postfix :n must come right after the terminator /. The MASTER_SITES:n mechanism relies on the existence of the terminator / to avoid confusing elements where a :n is a valid part of the element with occurences where :n denotes group n. For compatibility purposes, since the / terminator was not required before in both MASTER_SITE_SUBDIR and PATCH_SITE_SUBDIR elements, if the postfix immediate preceeding character is not a / then :n will be considered a valid part of the element instead of a group postfix even if an element is postfixed with :n. See both and . Detailed use of <literal>MASTER_SITES:n</literal> in <makevar>MASTER_SITE_SUBDIR</makevar> MASTER_SITE_SUBDIR= old:n new/:NEW Directories within group DEFAULT -> old:n Directories within group NEW -> new Detailed use of <literal>MASTER_SITES:n</literal> with comma operator, multiple files, multiple sites and multiple subdirectories MASTER_SITES= http://site1/%SUBDIR%/ http://site2/:DEFAULT \ http://site3/:group3 http://site4/:group4 \ http://site5/:group5 http://site6/:group6 \ http://site7/:DEFAULT,group6 \ http://site8/%SUBDIR%/:group6,group7 \ http://site9/:group8 DISTFILES= file1 file2:DEFAULT file3:group3 \ file4:group4,group5,group6 file5:grouping \ file6:group7 MASTER_SITE_SUBDIR= directory-trial:1 directory-n/:groupn \ directory-one/:group6,DEFAULT \ directory The previous example results in the following fine grained fetching. Sites are listed in the exact order they will be used. file1 will be fetched from MASTER_SITE_OVERRIDE http://site1/directory/ http://site1/directory-one/ http://site1/directory-trial:1/ http://site2/ http://site7/ MASTER_SITE_BACKUP file2 will be fetched exactly as file1 since they both belong to the same group MASTER_SITE_OVERRIDE http://site1/directory/ http://site1/directory-one/ http://site1/directory-trial:1/ http://site2/ http://site7/ MASTER_SITE_BACKUP file3 will be fetched from MASTER_SITE_OVERRIDE http://site3/ MASTER_SITE_BACKUP file4 will be fetched from MASTER_SITE_OVERRIDE http://site4/ http://site5/ http://site6/ http://site7/ http://site8/directory-one/ MASTER_SITE_BACKUP file5 will be fetched from MASTER_SITE_OVERRIDE MASTER_SITE_BACKUP file6 will be fetched from MASTER_SITE_OVERRIDE http://site8/directory-one/ MASTER_SITE_BACKUP How do I group one of the special variables from bsd.sites.mk, e.g., MASTER_SITE_SOURCEFORGE? See . Detailed use of <literal>MASTER_SITES:n</literal> with <makevar>MASTER_SITE_SOURCEFORGE</makevar> MASTER_SITES= http://site1/ ${MASTER_SITE_SOURCEFORGE:S/$/:sourceforge,TEST/} DISTFILES= something.tar.gz:sourceforge something.tar.gz will be fetched from all sites within MASTER_SITE_SOURCEFORGE. How do I use this with PATCH* variables? All examples were done with MASTER* variables but they work exactly the same for PATCH* ones as can be seen in . Simplified use of <literal>MASTER_SITES:n</literal> with <makevar>PATCH_SITES</makevar>. PATCH_SITES= http://site1/ http://site2/:test PATCHFILES= patch1:test What does change for ports? What does not? All current ports remain the same. The MASTER_SITES:n feature code is only activated if there are elements postfixed with :n like elements according to the aforementioned syntax rules, especially as shown in item . The port targets remain the same: checksum, makesum, patch, configure, build, etc. With the obvious exceptions of do-fetch, fetch-list, master-sites and patch-sites. do-fetch: deploys the new grouping postfixed DISTFILES and PATCHFILES with their matching group elements within both MASTER_SITES and PATCH_SITES which use matching group elements within both MASTER_SITE_SUBDIR and PATCH_SITE_SUBDIR. Check . fetch-list: works like old fetch-list with the exception that it groups just like do-fetch. master-sites and patch-sites: (incompatible with older versions) only return the elements of group DEFAULT; in fact, they execute targets master-sites-default and patch-sites-default respectively. Furthermore, using target either master-sites-all or patch-sites-all is preferred to directly checking either MASTER_SITES or PATCH_SITES. Also, directly checking is not guaranteed to work in any future versions. Check item for more information on these new port targets. New port targets There are master-sites-n and patch-sites-n targets which will list the elements of the respective group n within MASTER_SITES and PATCH_SITES respectively. For instance, both master-sites-DEFAULT and patch-sites-DEFAULT will return the elements of group DEFAULT, master-sites-test and patch-sites-test of group test, and thereon. There are new targets master-sites-all and patch-sites-all which do the work of the old master-sites and patch-sites ones. They return the elements of all groups as if they all belonged to the same group with the caveat that it lists as many MASTER_SITE_BACKUP and MASTER_SITE_OVERRIDE as there are groups defined within either DISTFILES or PATCHFILES; respectively for master-sites-all and patch-sites-all. <makevar>DIST_SUBDIR</makevar> Do not let your port clutter /usr/ports/distfiles. If your port requires a lot of files to be fetched, or contains a file that has a name that might conflict with other ports (e.g., Makefile), set DIST_SUBDIR to the name of the port (${PORTNAME} or ${PKGNAMEPREFIX}${PORTNAME} should work fine). This will change DISTDIR from the default /usr/ports/distfiles to /usr/ports/distfiles/DIST_SUBDIR, and in effect puts everything that is required for your port into that subdirectory. It will also look at the subdirectory with the same name on the backup master site at ftp.FreeBSD.org. (Setting DISTDIR explicitly in your Makefile will not accomplish this, so please use DIST_SUBDIR.) This does not affect the MASTER_SITES you define in your Makefile. - + <makevar>MAINTAINER</makevar> Set your mail-address here. Please. :-) For a detailed description of the responsibilities of maintainers, refer to the MAINTAINER on Makefiles section. - + Dependencies Many ports depend on other ports. There are five variables that you can use to ensure that all the required bits will be on the user's machine. There are also some pre-supported dependency variables for common cases, plus a few more to control the behavior of dependencies. <makevar>LIB_DEPENDS</makevar> This variable specifies the shared libraries this port depends on. It is a list of lib:dir:target tuples where lib is the name of the shared library, dir is the directory in which to find it in case it is not available, and target is the target to call in that directory. For example, LIB_DEPENDS= jpeg.9:${PORTSDIR}/graphics/jpeg:install will check for a shared jpeg library with major version 9, and descend into the graphics/jpeg subdirectory of your ports tree to build and install it if it is not found. The target part can be omitted if it is equal to DEPENDS_TARGET (which defaults to install). The lib part is an argument given to ldconfig -r | grep -wF. There shall be no regular expressions in this variable. The dependency is checked twice, once from within the extract target and then from within the install target. Also, the name of the dependency is put into the package so that pkg_add will automatically install it if it is not on the user's system. <makevar>RUN_DEPENDS</makevar> This variable specifies executables or files this port depends on during run-time. It is a list of path:dir:target tuples where path is the name of the executable or file, dir is the directory in which to find it in case it is not available, and target is the target to call in that directory. If path starts with a slash (/), it is treated as a file and its existence is tested with test -e; otherwise, it is assumed to be an executable, and which -s is used to determine if the program exists in the user's search path. For example, RUN_DEPENDS= ${LOCALBASE}/etc/innd:${PORTSDIR}/news/inn \ wish8.0:${PORTSDIR}/x11-toolkits/tk80 will check if the file or directory /usr/local/etc/innd exists, and build and install it from the news/inn subdirectory of the ports tree if it is not found. It will also see if an executable called wish8.0 is in your search path, and descend into the x11-toolkits/tk80 subdirectory of your ports tree to build and install it if it is not found. In this case, innd is actually an executable; if an executable is in a place that is not expected to be in a normal user's search path, you should use the full pathname. The dependency is checked from within the install target. Also, the name of the dependency is put into the package so that pkg_add will automatically install it if it is not on the user's system. The target part can be omitted if it is the same as DEPENDS_TARGET. <makevar>BUILD_DEPENDS</makevar> This variable specifies executables or files this port requires to build. Like RUN_DEPENDS, it is a list of path:dir:target tuples. For example, BUILD_DEPENDS= unzip:${PORTSDIR}/archivers/unzip will check for an executable called unzip, and descend into the archivers/unzip subdirectory of your ports tree to build and install it if it is not found. build here means everything from extraction to compilation. The dependency is checked from within the extract target. The target part can be omitted if it is the same as DEPENDS_TARGET <makevar>FETCH_DEPENDS</makevar> This variable specifies executables or files this port requires to fetch. Like the previous two, it is a list of path:dir:target tuples. For example, FETCH_DEPENDS= ncftp2:${PORTSDIR}/net/ncftp2 will check for an executable called ncftp2, and descend into the net/ncftp2 subdirectory of your ports tree to build and install it if it is not found. The dependency is checked from within the fetch target. The target part can be omitted if it is the same as DEPENDS_TARGET. <makevar>DEPENDS</makevar> If there is a dependency that does not fall into either of the above four categories, or your port requires having the source of the other port extracted in addition to having it installed, then use this variable. This is a list of dir:target, as there is nothing to check, unlike the previous four. The target part can be omitted if it is the same as DEPENDS_TARGET. <makevar>USE_<replaceable>*</replaceable></makevar> A number of variables exist in order to encapsulate common dependencies that many ports have. The <makevar>USE_<replaceable>*</replaceable></makevar> variables Variable Means USE_BZIP2 The port's tarballs are compressed with bzip2. USE_ZIP The port's tarballs are compressed with zip. USE_GMAKE The port requires gmake to build. USE_PERL5 The port requires Perl 5 to build and install. See for additional variables that can be set relating to Perl. USE_X_PREFIX The port installs in to X11BASE rather than PREFIX. See for additional variables that can be set relating to X11. USE_AUTOMAKE The port uses GNU automake as part of its build process. See for additional variables that can be set relating to automake. USE_AUTOCONF The port uses GNU autoconf as part of its build process. See for additional variables that can be set relating to autoconf. USE_LIBTOOL The port uses GNU libtool as part of its build process. See for additional variables that can be set relating to libtool. GMAKE The full path for gmake if it is not in the PATH. USE_BISON The port uses bison for building. NO_INSTALL_MANPAGES Do not use the install.man target.
Define USE_XLIB=yes if your port requires the X Window System to be installed (it is implied by USE_IMAKE). Define USE_GMAKE=yes if your port requires GNU make instead of BSD make. Define USE_AUTOCONF=yes if your port requires GNU autoconf to be run. Define USE_QT=yes if your port uses the latest qt toolkit. Use USE_PERL5=yes if your port requires version 5 of the perl language. (The last is especially important since some versions of FreeBSD have perl5 as part of the base system while others do not.)
Notes on dependencies As mentioned above, the default target to call when a dependency is required is DEPENDS_TARGET. It defaults to install. This is a user variable; it is never defined in a port's Makefile. If your port needs a special way to handle a dependency, use the :target part of the *_DEPENDS variables instead of redefining DEPENDS_TARGET. When you type make clean, its dependencies are automatically cleaned too. If you do not wish this to happen, define the variable NOCLEANDEPENDS in your environment. To depend on another port unconditionally, use the variable ${NONEXISTENT} as the first field of BUILD_DEPENDS or RUN_DEPENDS. Use this only when you need to get the source of the other port. You can often save compilation time by specifying the target too. For instance BUILD_DEPENDS= ${NONEXISTENT}:${PORTSDIR}/graphics/jpeg:extract will always descend to the JPEG port and extract it. Do not use DEPENDS unless there is no other way the behavior you want can be accomplished. It will cause the other port to always be built (and installed, by default), and the dependency will go into the packages as well. If this is really what you need, you should probably write it as BUILD_DEPENDS and RUN_DEPENDS instead—at least the intention will be clear. Optional dependencies Some large applications can be built in a number of configurations, adding functionality if one of a number of libraries or applications is available. Since not all users want those libraries or applications, the ports system provides hooks that the port author can use to decide which configuration should be built. Supporting these properly will make users happy, and effectively provide 2 or more ports for the price of one. The easiest of these to use is WITHOUT_X11. If the port can be built both with and without X support, then it should normally be built with X support. If WITHOUT_X11 is defined, then the version that does not have X support should be built. Various parts of GNOME have such knobs, though they are slightly more difficult to use. The variables to use in the Makefile are WANT_* and HAVE_*. If the application can be built both with or without one of the dependencies listed below, then the Makefile should set WANT_PKG, and should build the version that uses PKG if HAVE_PKG is defined. The WANT_* variables currently supported this way are WANT_GLIB, WANT_GTK, WANT_ESOUND, WANT_IMLIB, and WANT_GNOME.
- + Specifying the working directory Each port is extracted in to a working directory, which must be writeable. The ports system assumes that the DISTFILES unpack in to a directory called ${DISTNAME}. In other words, if you have set: PORTNAME= foo PORTVERSION= 1.0 then the port's distribution files contain a top-level directory, foo-1.0, and the rest of the files are located under that directory. There are a number of variables you can set if that is not the case. <makevar>WRKSRC</makevar> The variable lists the name of the directory that is created when the application's distfiles are extracted. If our previous example extracted into a directory called foo (and not foo-1.0) you would write: WRKSRC= foo or possibly WRKSRC= ${PORTNAME} <makevar>NO_WRKSUBDIR</makevar> If the port does not extract in to a subdirectory at all then you should set NO_WRKSUBDIR to indicate that. NO_WRKSUBDIR= yes - + Building mechanisms If your package uses GNU make, set USE_GMAKE=yes. If your package uses configure, set HAS_CONFIGURE=yes. If your package uses GNU configure, set GNU_CONFIGURE=yes (this implies HAS_CONFIGURE). If you want to give some extra arguments to configure (the default argument list --prefix=${PREFIX} for GNU configure and empty for non-GNU configure), set those extra arguments in CONFIGURE_ARGS. If your package uses GNU autoconf, set USE_AUTOCONF=yes. This implies GNU_CONFIGURE, and will cause autoconf to be run before configure. If your package is an X application that creates Makefiles from Imakefiles using imake, then set USE_IMAKE=yes. This will cause the configure stage to automatically do an xmkmf -a. If the flag is a problem for your port, set XMKMF=xmkmf. If the port uses imake but does not understand the install.man target, NO_INSTALL_MANPAGES=yes should be set. In addition, the author of the original port should be shot. :-> If your port's source Makefile has something else than all as the main build target, set ALL_TARGET accordingly. Same goes for install and INSTALL_TARGET.
- + Special considerations There are some more things you have to take into account when you create a port. This section explains the most common of those. Shared Libraries If your port installs one or more shared libraries, define a INSTALLS_SHLIB make variable, which will instruct a bsd.port.mk to run ${LDCONFIG} -m on the directory where the new library is installed (usually PREFIX/lib) during post-install target to register it into the shared library cache. This variable, when defined, will also facilitate addition of an appropriate @exec /sbin/ldconfig -m and @unexec /sbin/ldconfig -R pair into your pkg-plist file, so that a user who installed the package can start using the shared library immediately and deinstallation will not cause the system to still believe the library is there. If you need, you can override the default location where the new library is installed by defining the LDCONFIG_DIRS make variable, which should contain a list of directories into which shared libraries are to be installed. For example if your port installs shared libraries into PREFIX/lib/foo and PREFIX/lib/bar directories you could use the following in your Makefile: INSTALLS_SHLIB= yes LDCONFIG_DIRS= %%PREFIX%%/lib/foo %%PREFIX%%/lib/bar Note that content of LDCONFIG_DIRS is passed through &man.sed.1; just like the rest of pkg-plist, so PLIST_SUB substitutions also apply here. It is recommended that you use %%PREFIX%% for PREFIX, %%LOCALBASE%% for LOCALBASE and %%X11BASE%% for X11BASE. Ports with distribution restrictions Licenses vary, and some of them place restrictions on how the application can be packaged, whether it can be sold for profit, and so on. It is your responsibility as a porter to read the licensing terms of the software and make sure that the FreeBSD project will not be held accountable for violating them by redistributing the source or compiled binaries either via FTP or CDROM. If in doubt, please contact the FreeBSD ports mailing list freebsd-ports@FreeBSD.org. In situations like this, the following variables can be set. In addition, ports/LEGAL should also be updated. <makevar>NO_PACKAGE</makevar> This variable indicates that we may not generate a binary package of the application. However, the port's DISTFILES files may be freely distributed. NO_PACKAGE should also be used if the binary package is not generally useful, and the application should always be compiled from the source code. For example, if the application has configuration information that is site specific hard coded in to it at compile time. NO_PACKAGE should be set to a string describing the reason why the package should not be generated. <makevar>NO_CDROM</makevar> This variable indicates that although we are allowed to generate binary packages, we are not allowed to put those packages, or the port's DISTFILES, on to CDROM for resale. The DISTFILES will still be available via FTP. NO_PACKAGE and NO_CDROM can be set simultaneously. <makevar>RESTRICTED</makevar> Set this variable if the application's license also forbids us from mirroring the application's DISTFILES via FTP. Also set this if the application's license has general restrictions on who may use it. Examples include: The application is for non-commercial use only. The application contains cryptography code which is forbidden in some countries. <makevar>RESTRICTED_FILES</makevar> If only some of the distribution files are restricted then set this variable to list them. It defaults to ${DISTFILES} ${PATCHFILES}. Using Perl Variables for ports that use Perl Variable Means USE_PERL5 Says that the port uses Perl 5 to build and run. PERL PERL_VERSION The full version of Perl installed (e.g., 5.00503). PERL_VER The short version of Perl installed (e.g., 5.005). PERL_ARCH Where Perl stores architecture dependent libraries. Defaults to ${ARCH}-freebsd.
Using X11 Variables for ports that use X USE_X_PREFIX The port installs in X11BASE, not PREFIX. USE_XLIB The port uses the X libraries. USE_MOTIF The port uses the Motif toolkit. Implies USE_XPM. USE_IMAKE The port uses imake. Implies USE_X_PREFIX. XMKMF Set to the path of xmkmf if not in the PATH. Defaults to xmkmf -a.
Using <command>automake</command>, <command>autoconf</command>, and <command>libtool</command> Variables for ports that use automake, autoconf or libtool Variable Means USE_AUTOMAKE The port uses automake. Implies USE_AUTOCONF and USE_AUTOMAKE_VER?=14. AUTOMAKE The full path for automake if it is not in the PATH. USE_AUTOMAKE_VER The port uses automake. Valid values for this variable are 14 and 15, and sets the AUTOMAKE_DIR and ACLOCAL_DIR variables appropriately. AUTOMAKE_ARGS One or more command line arguments to pass to AUTOMAKE if USE_AUTOMAKE_VER is set. AUTOMAKE_ENV One or more environment variables to set (and their values) before running AUTOMAKE. ACLOCAL Set to the path of the GNU aclocal if it is not in the PATH. The default is set according to the USE_AUTOMAKE_VER variable. ACLOCAL_DIR Set to the path of the GNU aclocal shared directory. The default is set according to the USE_AUTOMAKE_VER variable. AUTOMAKE_DIR Set to the path of the GNU automake shared directory. The default is set according to the USE_AUTOMAKE_VER variable. USE_AUTOCONF_VER Specifies that the port uses autoconf. The default value is 213. USE_AUTOCONF Specifies that the port uses autoconf. Implies GNU_CONFIGURE and USE_AUTOCONF_VER?=213. AUTOCONF Set to the path of GNU autoconf if it is not in the PATH. The default is set according to the USE_AUTOCONF_VER variable. AUTOCONF_ARGS Command line arguments to pass to autoconf. AUTOCONF_ENV Set these variable=value pairs in the environment before running autoconf. AUTOHEADER Set to the path of GNU autoheader if it is not in the PATH. The default is set according to USE_AUTOCONF_VER. AUTORECONF Set to the path of GNU autoreconf if it is not in the PATH. The default is set according to USE_AUTOCONF_VER. AUTOSCAN Set to the path of GNU autoscan if it is not set in the PATH. The default is set according to USE_AUTOCONF_VER. AUTOIFNAMES Set to the path of GNU autoifnames if it is not set in the PATH. The default is set according to USE_AUTOCONF_VER. USE_LIBTOOL The port uses libtool. Implies GNU_CONFIGURE. LIBTOOL Set to the path of libtool if it is not set in the PATH. LIBTOOLFILES The files to patch for libtool. Defaults to aclocal.m4 if USE_AUTOCONF is defined, configure otherwise. LIBTOOLFLAGS Additional flags to pass to ltconfig. Defaults to --disable-ltlibs.
- + Using GNOME The FreeBSD/GNOME project uses a system called GNOMENG to define which GNOME components a particular port uses. A comprehensive list of these variables exists within the FreeBSD/GNOME project's homepage. - + Using KDE Variables for ports that use KDE USE_QT_VER The port uses Qt toolkit. Possible values are 1, 2 and 3; each specify the major version of Qt to use. Sets both MOC and QTCPPFLAGSto default appropriate values. USE_KDELIBS_VER The port uses KDE libraries. Possible values are 1, 2 and 3; each specify the major version of KDE to use. Implies USE_QT_VER of the appropriate version. USE_KDEBASE_VER The port uses KDE base. Possible values are 1, 2 and 3; each specify the major version of KDE to use. Implies USE_KDELIBS_VER of the appropriate version. MOC Set to the path of moc. Default set according to USE_QT_VER value. QTCPPFLAGS Set the CPPFLAGS to use when processing Qt code. Default set according to USE_QT_VER value.
- + Using Bison - + Using Java - + Using Python - + Using Emacs - + Using Ruby
<makevar>MASTERDIR</makevar> If your port needs to build slightly different versions of packages by having a variable (for instance, resolution, or paper size) take different values, create one subdirectory per package to make it easier for users to see what to do, but try to share as many files as possible between ports. Typically you only need a very short Makefile in all but one of the directories if you use variables cleverly. In the sole Makefiles, you can use MASTERDIR to specify the directory where the rest of the files are. Also, use a variable as part of PKGNAMESUFFIX so the packages will have different names. This will be best demonstrated by an example. This is part of japanese/xdvi300/Makefile; PORTNAME= xdvi PORTVERSION= 17 PKGNAMEPREFIX= ja- PKGNAMESUFFIX= ${RESOLUTION} : # default RESOLUTION?= 300 .if ${RESOLUTION} != 118 && ${RESOLUTION} != 240 && \ ${RESOLUTION} != 300 && ${RESOLUTION} != 400 @${ECHO} "Error: invalid value for RESOLUTION: \"${RESOLUTION}\"" @${ECHO} "Possible values are: 118, 240, 300 (default) and 400." @${FALSE} .endif japanese/xdvi300 also has all the regular patches, package files, etc. If you type make there, it will take the default value for the resolution (300) and build the port normally. As for other resolutions, this is the entire xdvi118/Makefile: RESOLUTION= 118 MASTERDIR= ${.CURDIR}/../xdvi300 .include "${MASTERDIR}/Makefile" (xdvi240/Makefile and xdvi400/Makefile are similar). The MASTERDIR definition tells bsd.port.mk that the regular set of subdirectories like FILESDIR and SCRIPTDIR are to be found under xdvi300. The RESOLUTION=118 line will override the RESOLUTION=300 line in xdvi300/Makefile and the port will be built with resolution set to 118. - + Shared library versions Please read our policy on shared library versioning to understand what to do with shared library versions in general. Do not blindly assume software authors know what they are doing; many of them do not. It is very important that these details are carefully considered, as we have quite a unique situation where we are trying to have dozens of potentially incompatible software pairs co-exist. Careless port imports have caused great trouble regarding shared libraries in the past (ever wondered why the port jpeg-6b has a shared library version of 9?). If in doubt, send a message to the &a.ports;. Most of the time, your job ends by determining the right shared library version and making appropriate patches to implement it. Manpages The MAN[1-9LN] variables will automatically add any manpages to pkg-plist (this means you must not list manpages in the pkg-plist—see generating PLIST for more). It also makes the install stage automatically compress or uncompress manpages depending on the setting of NOMANCOMPRESS in /etc/make.conf. If your port tries to install multiple names for manpages using symlinks or hardlinks, you must use the MLINKS variable to identify these. The link installed by your port will be destroyed and recreated by bsd.port.mk to make sure it points to the correct file. Any manpages listed in MLINKS must not be listed in the pkg-plist. To specify whether the manpages are compressed upon installation, use the MANCOMPRESSED variable. This variable can take three values, yes, no and maybe. yes means manpages are already installed compressed, no means they are not, and maybe means the software already respects the value of NOMANCOMPRESS so bsd.port.mk does not have to do anything special. MANCOMPRESSED is automatically set to yes if USE_IMAKE is set and NO_INSTALL_MANPAGES is not set, and to no otherwise. You do not have to explicitly define it unless the default is not suitable for your port. If your port anchors its man tree somewhere other than PREFIX, you can use the MANPREFIX to set it. Also, if only manpages in certain sections go in a non-standard place, such as some Perl modules ports, you can set individual man paths using MANsectPREFIX (where sect is one of 1-9, L or N). If your manpages go to language-specific subdirectories, set the name of the languages to MANLANG. The value of this variable defaults to "" (i.e., English only). Here is an example that puts it all together. MAN1= foo.1 MAN3= bar.3 MAN4= baz.4 MLINKS= foo.1 alt-name.8 MANLANG= "" ja MAN3PREFIX= ${PREFIX}/share/foobar MANCOMPRESSED= yes This states that six files are installed by this port; ${PREFIX}/man/man1/foo.1.gz ${PREFIX}/man/ja/man1/foo.1.gz ${PREFIX}/share/foobar/man/man3/bar.3.gz ${PREFIX}/share/foobar/man/ja/man3/bar.3.gz ${PREFIX}/man/man4/baz.4.gz ${PREFIX}/man/ja/man4/baz.4.gz Additionally ${PREFIX}/man/man8/alt-name.8.gz may or may not be installed by your port. Regardless, a symlink will be made to join the foo(1) manpage and alt-name(8) manpage. Ports that require Motif There are many programs that require a Motif library (available from several commercial vendors, while there is a free clone reported to be able to run many applications in x11-toolkits/lesstif) to compile. Since it is a popular toolkit and their licenses usually permit redistribution of statically linked binaries, we have made special provisions for handling ports that require Motif in a way that we can easily compile binaries linked either dynamically (for people who are compiling from the port) or statically (for people who distribute packages). - + <makevar>USE_MOTIF</makevar> If your port requires Motif, define this variable in the Makefile. This will prevent people who do not own a copy of Motif from even attempting to build it. - + <makevar>MOTIFLIB</makevar> This variable will be set by bsd.port.mk to be the appropriate reference to the Motif library. Please patch the source to use this wherever the Motif library is referenced in the Makefile or Imakefile. There are two common cases: If the port refers to the Motif library as -lXm in its Makefile or Imakefile, simply substitute ${MOTIFLIB} for it. If the port uses XmClientLibs in its Imakefile, change it to ${MOTIFLIB} ${XTOOLLIB} ${XLIB}. Note that MOTIFLIB (usually) expands to -L/usr/X11R6/lib -lXm or /usr/X11R6/lib/libXm.a, so there is no need to add -L or -l in front. - + X11 fonts If your port installs fonts for the X Window System, put them in X11BASE/lib/X11/fonts/local. This directory is new to XFree86 3.3.3. If it does not exist, please create it, and print out a message urging the user to update their XFree86 to 3.3.3 or newer, or at least add this directory to the font path in /etc/XF86Config. Info files The new version of texinfo (included in 2.2.2-RELEASE and onwards) contains a utility called install-info to add and delete entries to the dir file. If your port installs any info documents, please follow these instructions so your port/package will correctly update the user's PREFIX/info/dir file. (Sorry for the length of this section, but is it imperative to weave all the info files together. If done correctly, it will produce a beautiful listing, so please bear with me!) First, this is what you (as a porter) need to know: &prompt.user; install-info --help install-info [OPTION]... [INFO-FILE [DIR-FILE]] Install INFO-FILE in the Info directory file DIR-FILE. Options: --delete Delete existing entries in INFO-FILE; don't insert any new entries. : --entry=TEXT Insert TEXT as an Info directory entry. : --section=SEC Put this file's entries in section SEC of the directory. : This program will not actually install info files; it merely inserts or deletes entries in the dir file. Here's a seven-step procedure to convert ports to use install-info. editors/emacs will be used as an example. Look at the texinfo sources and make a patch to insert @dircategory and @direntry statements to files that do not have them. This is part of my patch: --- ./man/vip.texi.org Fri Jun 16 15:31:11 1995 +++ ./man/vip.texi Tue May 20 01:28:33 1997 @@ -2,6 +2,10 @@ @setfilename ../info/vip @settitle VIP +@dircategory The Emacs editor and associated tools +@direntry +* VIP: (vip). A VI-emulation for Emacs. +@end direntry @iftex @finalout : The format should be self-explanatory. Many authors leave a dir file in the source tree that contains all the entries you need, so look around before you try to write your own. Also, make sure you look into related ports and make the section names and entry indentations consistent (we recommend that all entry text start at the 4th tab stop). Note that you can put only one info entry per file because of a bug in install-info --delete that deletes only the first entry if you specify multiple entries in the @direntry section. You can give the dir entries to install-info as arguments ( and ) instead of patching the texinfo sources. This probably is not a good idea for ports because you need to duplicate the same information in three places (Makefile and @exec/@unexec of pkg-plist; see below). However, if you have Japanese (or other multibyte encoding) info files, you will have to use the extra arguments to install-info because makeinfo cannot handle those texinfo sources. (See Makefile and pkg-plist of japanese/skk for examples on how to do this). Go back to the port directory and do a make clean; make and verify that the info files are regenerated from the texinfo sources. Since the texinfo sources are newer than the info files, they should be rebuilt when you type make; but many Makefiles do not include correct dependencies for info files. In Emacs' case, it was necessary to patch the main Makefile.in so it would descend into the man subdirectory to rebuild the info pages. --- ./Makefile.in.org Mon Aug 19 21:12:19 1996 +++ ./Makefile.in Tue Apr 15 00:15:28 1997 @@ -184,7 +184,7 @@ # Subdirectories to make recursively. `lisp' is not included # because the compiled lisp files are part of the distribution # and you cannot remake them without installing Emacs first. -SUBDIR = lib-src src +SUBDIR = lib-src src man # The makefiles of the directories in $SUBDIR. SUBDIR_MAKEFILES = lib-src/Makefile man/Makefile src/Makefile oldXMenu/Makefile lwlib/Makefile --- ./man/Makefile.in.org Thu Jun 27 15:27:19 1996 +++ ./man/Makefile.in Tue Apr 15 00:29:52 1997 @@ -66,6 +66,7 @@ ${srcdir}/gnu1.texi \ ${srcdir}/glossary.texi +all: info info: $(INFO_TARGETS) dvi: $(DVI_TARGETS) The second hunk was necessary because the default target in the man subdir is called info, while the main Makefile wants to call all. The installation of the info info file was also removed because we already have one with the same name in /usr/share/info (that patch is not shown here). If there is a place in the Makefile that is installing the dir file, delete it. Your port may not be doing it. Also, remove any commands that are otherwise mucking around with the dir file. --- ./Makefile.in.org Mon Aug 19 21:12:19 1996 +++ ./Makefile.in Mon Apr 14 23:38:07 1997 @@ -368,14 +368,8 @@ if [ `(cd ${srcdir}/info && /bin/pwd)` != `(cd ${infodir} && /bin/pwd)` ]; \ then \ (cd ${infodir}; \ - if [ -f dir ]; then \ - if [ ! -f dir.old ]; then mv -f dir dir.old; \ - else mv -f dir dir.bak; fi; \ - fi; \ cd ${srcdir}/info ; \ - (cd $${thisdir}; ${INSTALL_DATA} ${srcdir}/info/dir ${infodir}/dir); \ - (cd $${thisdir}; chmod a+r ${infodir}/dir); \ for f in ccmode* cl* dired-x* ediff* emacs* forms* gnus* info* message* mh-e* sc* vip*; do \ (cd $${thisdir}; \ ${INSTALL_DATA} ${srcdir}/info/$$f ${infodir}/$$f; \ chmod a+r ${infodir}/$$f); \ (This step is only necessary if you are modifying an existing port.) Take a look at pkg-plist and delete anything that is trying to patch up info/dir. They may be in pkg-install or some other file, so search extensively. Index: pkg-plist =================================================================== RCS file: /usr/cvs/ports/editors/emacs/pkg-plist,v retrieving revision 1.15 diff -u -r1.15 pkg-plist --- pkg-plist 1997/03/04 08:04:00 1.15 +++ pkg-plist 1997/04/15 06:32:12 @@ -15,9 +15,6 @@ man/man1/emacs.1.gz man/man1/etags.1.gz man/man1/ctags.1.gz -@unexec cp %D/info/dir %D/info/dir.bak -info/dir -@unexec cp %D/info/dir.bak %D/info/dir info/cl info/cl-1 info/cl-2 Add a post-install target to the Makefile to call install-info with the installed info files. (It is no longer necessary to create the dir file yourself; install-info automatically creates this file if it does not exist.) Index: Makefile =================================================================== RCS file: /usr/cvs/ports/editors/emacs/Makefile,v retrieving revision 1.26 diff -u -r1.26 Makefile --- Makefile 1996/11/19 13:14:40 1.26 +++ Makefile 1997/05/20 10:25:09 1.28 @@ -20,5 +20,8 @@ post-install: .for file in emacs-19.34 emacsclient etags ctags b2m strip ${PREFIX}/bin/${file} .endfor +.for info in emacs vip viper forms gnus mh-e cl sc dired-x ediff ccmode + install-info ${PREFIX}/info/${info} ${PREFIX}/info/dir +.endfor .include <bsd.port.mk> Edit pkg-plist and add equivalent @exec statements and also @unexec for pkg_delete. Index: pkg-plist =================================================================== RCS file: /usr/cvs/ports/editors/emacs/pkg-plist,v retrieving revision 1.15 diff -u -r1.15 pkg-plist --- pkg-plist 1997/03/04 08:04:00 1.15 +++ pkg-plist 1997/05/20 10:25:12 1.17 @@ -16,7 +14,14 @@ man/man1/etags.1.gz man/man1/ctags.1.gz +@unexec install-info --delete %D/info/emacs %D/info/dir : +@unexec install-info --delete %D/info/ccmode %D/info/dir info/cl info/cl-1 @@ -87,6 +94,18 @@ info/viper-3 info/viper-4 +@exec install-info %D/info/emacs %D/info/dir : +@exec install-info %D/info/ccmode %D/info/dir libexec/emacs/19.34/i386--freebsd/cvtmail libexec/emacs/19.34/i386--freebsd/digest-doc The @unexec install-info --delete commands have to be listed before the info files themselves so they can read the files. Also, the @exec install-info commands have to be after the info files and the @exec command that creates the the dir file. Test and admire your work. :-). Check the dir file before and after each step. - + The <filename>pkg-<replaceable>*</replaceable></filename> files There are some tricks we have not mentioned yet about the pkg-* files that come in handy sometimes. <filename>pkg-message</filename> If you need to display a message to the installer, you may place the message in pkg-message. This capability is often useful to display additional installation steps to be taken after a pkg_add or to display licensing information. The pkg-message file does not need to be added to pkg-plist. Also, it will not get automatically printed if the user is using the port, not the package, so you should probably display it from the post-install target yourself. - + <filename>pkg-install</filename> If your port needs to execute commands when the binary package is installed with pkg_add you can do this via the pkg-install script. This script will automatically be added to the package, and will be run twice by pkg_add. The first time as ${SH} pkg-install ${PKGNAME} PRE-INSTALL and the second time as ${SH} pkg-install ${PKGNAME} POST-INSTALL. $2 can be tested to determine which mode the script is being run in. The PKG_PREFIX environmental variable will be set to the package installation directory. See &man.pkg.add.1; for additional information. This script is not run automatically if you install the port with make install. If you are depending on it being run, you will have to explicitly call it from your port's Makefile. - + <filename>pkg-req</filename> If your port needs to determine if it should install or not, you can create a pkg-req requirements script. It will be invoked automatically at installation/deinstallation time to determine whether or not installation/deinstallation should proceed. The script will be run at installation time by pkg_add as pkg-req ${PKGNAME} INSTALL. At deinstallation time it will be run by pkg_delete as pkg-req ${PKGNAME} DEINSTALL. Changing <filename>pkg-plist</filename> based on make variables Some ports, particularly the p5- ports, need to change their pkg-plist depending on what options they are configured with (or version of perl, in the case of p5- ports). To make this easy, any instances in the pkg-plist of %%OSREL%%, %%PERL_VER%%, and %%PERL_VERSION%% will be substituted for appropriately. The value of %%OSREL%% is the numeric revision of the operating system (e.g., 2.2.7). %%PERL_VERSION%% is the full version number of perl (e.g., 5.00502) and %%PERL_VER%% is the perl version number minus the patchlevel (e.g., 5.005). If you need to make other substitutions, you can set the PLIST_SUB variable with a list of VAR=VALUE pairs and instances of %%VAR%% will be substituted with VALUE in the pkg-plist. For instance, if you have a port that installs many files in a version-specific subdirectory, you can put something like OCTAVE_VERSION= 2.0.13 PLIST_SUB= OCTAVE_VERSION=${OCTAVE_VERSION} in the Makefile and use %%OCTAVE_VERSION%% wherever the version shows up in pkg-plist. That way, when you upgrade the port, you will not have to change dozens (or in some cases, hundreds) of lines in the pkg-plist. This substitution (as well as addition of any manual pages) will be done between the do-install and post-install targets, by reading from PLIST and writing to TMPPLIST (default: WRKDIR/.PLIST.mktmp). So if your port builds PLIST on the fly, do so in or before do-install. Also, if your port needs to edit the resulting file, do so in post-install to a file named TMPPLIST. - + Changing the names of <filename>pkg-<replaceable>*</replaceable></filename> files All the names of pkg-* files are defined using variables so you can change them in your Makefile if need be. This is especially useful when you are sharing the same pkg-* files among several ports or have to write to one of the above files (see writing to places other than WRKDIR for why it is a bad idea to write directly into the pkg-* subdirectory). Here is a list of variable names and their default values. (PKGDIR defaults to ${MASTERDIR}.) Variable Default value COMMENT ${PKGDIR}/pkg-comment DESCR ${PKGDIR}/pkg-descr PLIST ${PKGDIR}/pkg-plist PKGINSTALL ${PKGDIR}/pkg-install PKGDEINSTALL ${PKGDIR}/pkg-deinstall PKGREQ ${PKGDIR}/pkg-req PKGMESSAGE ${PKGDIR}/pkg-message Please change these variables rather than overriding PKG_ARGS. If you change PKG_ARGS, those files will not correctly be installed in /var/db/pkg upon install from a port. Testing your port - + Portlint Do check your work with portlint before you submit or commit it. <makevar>PREFIX</makevar> Do try to make your port install relative to PREFIX. (The value of this variable will be set to LOCALBASE (default /usr/local), unless USE_X_PREFIX or USE_IMAKE is set, in which case it will be X11BASE (default /usr/X11R6). Not hard-coding /usr/local or /usr/X11R6 anywhere in the source will make the port much more flexible and able to cater to the needs of other sites. For X ports that use imake, this is automatic; otherwise, this can often be done by simply replacing the occurrences of /usr/local (or /usr/X11R6 for X ports that do not use imake) in the various scripts/Makefiles in the port to read PREFIX, as this variable is automatically passed down to every stage of the build and install processes. Make sure your application isn't installing things in /usr/local instead of PREFIX. A quick test for this is to do this is: &prompt.root; make clean; make package PREFIX=/var/tmp/port-name If anything is installed outside of PREFIX, making the package creation process will complain that it can't find the files. This does not test for the existence of internal references, or correct use of LOCALBASE for references to files from other ports. Testing the installation in /var/tmp/port-name to do that while you have it installed would do that. Do not set USE_X_PREFIX unless your port truly requires it (i.e., it links against X libs or it needs to reference files in X11BASE). The variable PREFIX can be reassigned in your Makefile or in the user's environment. However, it is strongly discouraged for individual ports to set this variable explicitly in the Makefiles. Also, refer to programs/files from other ports with the variables mentioned above, not explicit pathnames. For instance, if your port requires a macro PAGER to be the full pathname of less, use the compiler flag: -DPAGER=\"${PREFIX}/bin/less\" or -DPAGER=\"${LOCALBASE}/bin/less\" if this is an X port, instead of -DPAGER=\"/usr/local/bin/less\". This way it will have a better chance of working if the system administrator has moved the whole `/usr/local' tree somewhere else. - + FreshPorts sanity tests FreshPorts has a sanity test feature which automatically tests each commit to the FreeBSD ports tree. If subscribed to this service, you will be notified of any errors which FreshPorts detects during sanity testing of your commits. If you wish to use this service, all you need is a FreshPorts account. If your registered email address is @FreeBSD.org, you'll see the opt-in link on the right hand side of the webpages. For those of you who already have a FreshPorts account, but are not using your @FreeBSD.org email address, just change your email to @FreeBSD.org, subscribe, then change it back again. Upgrading When you notice that a port is out of date compared to the latest version from the original authors, first make sure you have the latest port. You can find them in the ports/ports-current directory of the FTP mirror sites. You may also use CVSup to keep your whole ports collection up-to-date, as described in the Handbook. The next step is to send a mail to the maintainer, if one is listed in the port's Makefile. That person may already be working on an upgrade, or have a reason to not upgrade the port right now (because of, for example, stability problems of the new version). If the maintainer asks you to do the upgrade or there is not any such person to begin with, please make the upgrade and send the recursive diff (either unified or context diff is fine, but port committers appear to prefer unified diff more) of the new and old ports directories to us (e.g., if your modified port directory is called superedit and the original as in our tree is superedit.bak, then send us the result of diff -ruN superedit.bak superedit). Please examine the output to make sure all the changes make sense. The best way to send us the diff is by including it via &man.send-pr.1; (category ports). Please mention any added or deleted files in the message, as they have to be explicitly specified to CVS when doing a commit. If the diff is more than about 20KB, please compress and uuencode it; otherwise, just include it in the PR as is. Once again, please use &man.diff.1; and not &man.shar.1; to send updates to existing ports! Dos and Don'ts Here is a list of common dos and don'ts that you encounter during the porting process. You should check your own port against this list, but you can also check ports in the PR database that others have submitted. Submit any comments on ports you check as described in Bug Reports and General Commentary. Checking ports in the PR database will both make it faster for us to commit them, and prove that you know what you are doing. - + Stripping Binaries Do not strip binaries manually unless you have to. All binaries should be stripped, but the INSTALL_PROGRAM macro will install and strip a binary at the same time (see the next section). If you need to strip a file, but do not wish to use the INSTALL_PROGRAM macro, ${STRIP} will strip your program. This is typically done within the post-install target. For example: post-install: ${STRIP} ${PREFIX}/bin/xdl Use the &man.file.1; command on the installed executable to check whether the binary is stripped or not. If it does not say not stripped, it is stripped. Additionally, &man.strip.1; will not strip a previously stripped program; it will instead exit cleanly. - + INSTALL_* macros Do use the macros provided in bsd.port.mk to ensure correct modes and ownership of files in your own *-install targets. INSTALL_PROGRAM is a command to install binary executables. INSTALL_SCRIPT is a command to install executable scripts. INSTALL_DATA is a command to install sharable data. INSTALL_MAN is a command to install manpages and other documentation (it does not compress anything). These are basically the install command with all the appropriate flags. See below for an example on how to use them. <makevar>WRKDIR</makevar> Do not write anything to files outside WRKDIR. WRKDIR is the only place that is guaranteed to be writable during the port build (see compiling ports from CDROM for an example of building ports from a read-only tree). If you need to modify one of the pkg-* files, do so by redefining a variable, not by writing over it. <makevar>WRKDIRPREFIX</makevar> Make sure your port honors WRKDIRPREFIX. Most ports do not have to worry about this. In particular, if you are referring to a WRKDIR of another port, note that the correct location is WRKDIRPREFIXPORTSDIR/subdir/name/work not PORTSDIR/subdir/name/work or .CURDIR/../../subdir/name/work or some such. Also, if you are defining WRKDIR yourself, make sure you prepend ${WRKDIRPREFIX}${.CURDIR} in the front. Differentiating operating systems and OS versions You may come across code that needs modifications or conditional compilation based upon what version of Unix it is running under. If you need to make such changes to the code for conditional compilation, make sure you make the changes as general as possible so that we can back-port code to FreeBSD 1.x systems and cross-port to other BSD systems such as 4.4BSD from CSRG, BSD/386, 386BSD, NetBSD, and OpenBSD. The preferred way to tell 4.3BSD/Reno (1990) and newer versions of the BSD code apart is by using the BSD macro defined in <sys/param.h>. Hopefully that file is already included; if not, add the code: #if (defined(__unix__) || defined(unix)) && !defined(USG) #include <sys/param.h> #endif to the proper place in the .c file. We believe that every system that defines these two symbols has sys/param.h. If you find a system that does not, we would like to know. Please send mail to the &a.ports;. Another way is to use the GNU Autoconf style of doing this: #ifdef HAVE_SYS_PARAM_H #include <sys/param.h> #endif Do not forget to add -DHAVE_SYS_PARAM_H to the CFLAGS in the Makefile for this method. Once you have sys/param.h included, you may use: #if (defined(BSD) && (BSD >= 199103)) to detect if the code is being compiled on a 4.3 Net2 code base or newer (e.g. FreeBSD 1.x, 4.3/Reno, NetBSD 0.9, 386BSD, BSD/386 1.1 and below). Use: #if (defined(BSD) && (BSD >= 199306)) to detect if the code is being compiled on a 4.4 code base or newer (e.g. FreeBSD 2.x, 4.4, NetBSD 1.0, BSD/386 2.0 or above). The value of the BSD macro is 199506 for the 4.4BSD-Lite2 code base. This is stated for informational purposes only. It should not be used to distinguish between versions of FreeBSD based only on 4.4-Lite vs. versions that have merged in changes from 4.4-Lite2. The __FreeBSD__ macro should be used instead. Use sparingly: __FreeBSD__ is defined in all versions of FreeBSD. Use it if the change you are making only affects FreeBSD. Porting gotchas like the use of sys_errlist[] vs strerror() are Berkeleyisms, not FreeBSD changes. In FreeBSD 2.x, __FreeBSD__ is defined to be 2. In earlier versions, it is 1. Later versions will bump it to match their major version number. If you need to tell the difference between a FreeBSD 1.x system and a FreeBSD 2.x or 3.x system, usually the right answer is to use the BSD macros described above. If there actually is a FreeBSD specific change (such as special shared library options when using ld) then it is OK to use __FreeBSD__ and #if __FreeBSD__ > 1 to detect a FreeBSD 2.x and later system. If you need more granularity in detecting FreeBSD systems since 2.0-RELEASE you can use the following: #if __FreeBSD__ >= 2 #include <osreldate.h> # if __FreeBSD_version >= 199504 /* 2.0.5+ release specific code here */ # endif #endif In the hundreds of ports that have been done, there have only been one or two cases where __FreeBSD__ should have been used. Just because an earlier port screwed up and used it in the wrong place does not mean you should do so too. __FreeBSD_version values Release __FreeBSD_version 2.0-RELEASE 119411 2.1-CURRENT 199501, 199503 2.0.5-RELEASE 199504 2.2-CURRENT before 2.1 199508 2.1.0-RELEASE 199511 2.2-CURRENT before 2.1.5 199512 2.1.5-RELEASE 199607 2.2-CURRENT before 2.1.6 199608 2.1.6-RELEASE 199612 2.1.7-RELEASE 199612 2.2-RELEASE 220000 2.2.1-RELEASE 220000 (no change) 2.2-STABLE after 2.2.1-RELEASE 220000 (no change) 2.2-STABLE after texinfo-3.9 221001 2.2-STABLE after top 221002 2.2.2-RELEASE 222000 2.2-STABLE after 2.2.2-RELEASE 222001 2.2.5-RELEASE 225000 2.2-STABLE after 2.2.5-RELEASE 225001 2.2-STABLE after ldconfig -R merge 225002 2.2.6-RELEASE 226000 2.2.7-RELEASE 227000 2.2-STABLE after 2.2.7-RELEASE 227001 2.2-STABLE after &man.semctl.2; change 227002 2.2.8-RELEASE 228000 2.2-STABLE after 2.2.8-RELEASE 228001 3.0-CURRENT before &man.mount.2; change 300000 3.0-CURRENT after &man.mount.2; change 300001 3.0-CURRENT after &man.semctl.2; change 300002 3.0-CURRENT after ioctl arg changes 300003 3.0-CURRENT after ELF conversion 300004 3.0-RELEASE 300005 3.0-CURRENT after 3.0-RELEASE 300006 3.0-STABLE after 3/4 branch 300007 3.1-RELEASE 310000 3.1-STABLE after 3.1-RELEASE 310001 3.1-STABLE after C++ constructor/destructor order change 310002 3.2-RELEASE 320000 3.2-STABLE 320001 3.2-STABLE after binary-incompatible IPFW and socket changes 320002 3.3-RELEASE 330000 3.3-STABLE 330001 3.3-STABLE after adding &man.mkstemp.3; to libc 330002 3.4-RELEASE 340000 3.4-STABLE 340001 3.5-RELEASE 350000 3.5-STABLE 350001 4.0-CURRENT after 3.4 branch 400000 4.0-CURRENT after change in dynamic linker handling 400001 4.0-CURRENT after C++ constructor/destructor order change 400002 4.0-CURRENT after functioning &man.dladdr.3; 400003 4.0-CURRENT after __deregister_frame_info dynamic linker bug fix (also 4.0-CURRENT after EGCS 1.1.2 integration) 400004 4.0-CURRENT after &man.suser.9; API change (also 4.0-CURRENT after newbus) 400005 4.0-CURRENT after cdevsw registration change 400006 4.0-CURRENT after the addition of so_cred for socket level credentials 400007 4.0-CURRENT after the addition of a poll syscall wrapper to libc_r 400008 4.0-CURRENT after the change of the kernel's dev_t type to struct specinfo pointer 400009 4.0-CURRENT after fixing a hole in &man.jail.2; 400010 4.0-CURRENT after the sigset_t datatype change 400011 4.0-CURRENT after the cutover to the GCC 2.95.2 compiler 400012 4.0-CURRENT after adding pluggable linux-mode ioctl handlers 400013 4.0-CURRENT after importing OpenSSL 400014 4.0-CURRENT after the C++ ABI change in GCC 2.95.2 from -fvtable-thunks to -fno-vtable-thunks by default 400015 4.0-CURRENT after importing OpenSSH 400016 4.0-RELEASE 400017 4.0-STABLE after 4.0-RELEASE 400018 4.0-STABLE after the introduction of delayed checksums. 400019 4.0-STABLE after merging libxpg4 code into libc. 400020 4.0-STABLE after upgrading Binutils to 2.10.0, ELF branding changes, and tcsh in the base system. 400021 4.1-RELEASE 410000 4.1-STABLE after 4.1-RELEASE 410001 4.1-STABLE after &man.setproctitle.3; moved from libutil to libc. 410002 4.1.1-RELEASE 411000 4.1.1-STABLE after 4.1.1-RELEASE 411001 4.2-RELEASE 420000 4.2-STABLE after combining libgcc.a and libgcc_r.a, and associated GCC linkage changes. 420001 4.3-RELEASE 430000 4.3-STABLE after wint_t introduction. 430001 4.3-STABLE after PCI powerstate API merge. 430002 4.4-RELEASE 440000 4.4-STABLE after d_thread_t introduction. 440001 4.4-STABLE after mount structure changes (affects filesystem klds). 440002 4.4-STABLE after the userland components of smbfs were imported. 440003 4.5-RELEASE 450000 4.5-STABLE after the usb structure element rename. 450001 4.5-STABLE after the sendmail_enable &man.rc.conf.5; variable was made to take the value NONE. 450004 4.5-STABLE after moving to XFree86 4 by default for package builds. 450005 4.5-STABLE after accept filtering was fixed so that is no longer susceptible to an easy DoS. 450006 4.6-RELEASE 460000 4.6-STABLE &man.sendfile.2; fixed to comply with documentation, not to count any headers sent against the amount of data to be sent from the file. 460001 4.6.2-RELEASE 460002 4.6-STABLE 460100 4.6-STABLE after MFC of `sed -i'. 460101 4.6-STABLE after MFC of many new pkg_install features from the HEAD. 460102 4.7-RELEASE 470000 4.7-STABLE 470100 Start generated __std{in,out,err}p references rather than __sF. This changes std{in,out,err} from a compile time expression to a runtime one. 470101 5.0-CURRENT 500000 5.0-CURRENT after adding addition ELF header fields, and changing our ELF binary branding method. 500001 5.0-CURRENT after kld metadata changes. 500002 5.0-CURRENT after buf/bio changes. 500003 5.0-CURRENT after binutils upgrade. 500004 5.0-CURRENT after merging libxpg4 code into libc and after TASKQ interface introduction. 500005 5.0-CURRENT after the addition of AGP interfaces. 500006 5.0-CURRENT after Perl upgrade to 5.6.0 500007 5.0-CURRENT after the update of KAME code to 2000/07 sources. 500008 5.0-CURRENT after ether_ifattach() and ether_ifdetach() changes. 500009 5.0-CURRENT after changing mtree defaults back to original variant, adding -L to follow symlinks. 500010 5.0-CURRENT after kqueue API changed. 500011 5.0-CURRENT after &man.setproctitle.3; moved from libutil to libc. 500012 5.0-CURRENT after the first SMPng commit. 500013 5.0-CURRENT after <sys/select.h> moved to <sys/selinfo.h>. 500014 5.0-CURRENT after combining libgcc.a and libgcc_r.a, and associated GCC linkage changes. 500015 5.0-CURRENT after change allowing libc and libc_r to be linked together, deprecating -pthread option. 500016 5.0-CURRENT after switch from struct ucred to struct xucred to stabilize kernel-exported API for mountd et al. 500017 5.0-CURRENT after addition of CPUTYPE make variable for controlling CPU-specific optimizations. 500018 5.0-CURRENT after moving machine/ioctl_fd.h to sys/fdcio.h 500019 5.0-CURRENT after locale names renaming. 500020 5.0-CURRENT after Bzip2 import. Also signifies removal of S/Key. 500021 5.0-CURRENT after SSE support. 500022 5.0-CURRENT after KSE Milestone 2. 500023 5.0-CURRENT after d_thread_t, and moving UUCP to ports. 500024 5.0-CURRENT after ABI change for discriptor and creds passing on 64 bit platforms. 500025 5.0-CURRENT after moving to XFree86 4 by default for package builds, and after the new libc strnstr() function was added. 500026 5.0-CURRENT after the new libc strcasestr() function was added. 500027 5.0-CURRENT after the userland components of smbfs were imported. 500028 5.0-CURRENT after the new C99 specific-width integer types were added. (Not incremented.) 5.0-CURRENT after a change was made in the return value of sendfile(2). 500029 5.0-CURRENT after the introduction of the type fflags_t, which is the appropriate size for file flags. 500030 5.0-CURRENT after the usb structure element rename. 500031 5.0-CURRENT after the introduction of Perl 5.6.1. 500032 5.0-CURRENT after the sendmail_enable &man.rc.conf.5; variable was made to take the value NONE. 500033 5.0-CURRENT after mtx_init() grew a third argument. 500034 5.0-CURRENT with Gcc 3.1. 500035 5.0-CURRENT without Perl in /usr/src 500036 5.0-CURRENT after the addition of dlfunc(3) 500037 5.0-CURRENT after the types of some struct sockbuf members were changed and the structure was reordered. 500038 5.0-CURRENT after headers stopped using _BSD_FOO_T_ and started using _FOO_T_DECLARED. This value can also be used as a conservative estimate of the start of &man.bzip2.1; package support. 500039 5.0-CURRENT after various changes to disk functions were made in the name of removing dependancy on disklabel structure internals. 500040 5.0-CURRENT after the addition of getopt_long(3) to libc. 500041 5.0-CURRENT after adding weak pthread_XXX stubs to libc, obsoleting libXThrStub.so. 500043 Note that 2.2-STABLE sometimes identifies itself as 2.2.5-STABLE after the 2.2.5-RELEASE. The pattern used to be year followed by the month, but we decided to change it to a more straightforward major/minor system starting from 2.2. This is because the parallel development on several branches made it infeasible to classify the releases simply by their real release dates. If you are making a port now, you do not have to worry about old -CURRENTs; they are listed here just for your reference. - + Writing something after <filename>bsd.port.mk</filename> Do not write anything after the .include <bsd.port.mk> line. It usually can be avoided by including bsd.port.pre.mk somewhere in the middle of your Makefile and bsd.port.post.mk at the end. You need to include either the pre.mk/post.mk pair or bsd.port.mk only; do not mix these two. bsd.port.pre.mk only defines a few variables, which can be used in tests in the Makefile, bsd.port.post.mk defines the rest. Here are some important variables defined in bsd.port.pre.mk (this is not the complete list, please read bsd.port.mk for the complete list). Variable Description ARCH The architecture as returned by uname -m (e.g., i386) OPSYS The operating system type, as returned by uname -s (e.g., FreeBSD) OSREL The release version of the operating system (e.g., 2.1.5 or 2.2.7) OSVERSION The numeric version of the operating system, same as __FreeBSD_version. PORTOBJFORMAT The object format of the system (aout or elf) LOCALBASE The base of the local tree (e.g., /usr/local/) X11BASE The base of the X11 tree (e.g., /usr/X11R6) PREFIX Where the port installs itself (see more on PREFIX). If you have to define the variables USE_IMAKE, USE_X_PREFIX, or MASTERDIR, do so before including bsd.port.pre.mk. Here are some examples of things you can write after bsd.port.pre.mk: # no need to compile lang/perl5 if perl5 is already in system .if ${OSVERSION} > 300003 BROKEN= perl is in system .endif # only one shlib version number for ELF .if ${PORTOBJFORMAT} == "elf" TCL_LIB_FILE= ${TCL_LIB}.${SHLIB_MAJOR} .else TCL_LIB_FILE= ${TCL_LIB}.${SHLIB_MAJOR}.${SHLIB_MINOR} .endif # software already makes link for ELF, but not for a.out post-install: .if ${PORTOBJFORMAT} == "aout" ${LN} -sf liblinpack.so.1.0 ${PREFIX}/lib/liblinpack.so .endif - + Install additional documentation If your software has some documentation other than the standard man and info pages that you think is useful for the user, install it under PREFIX/share/doc. This can be done, like the previous item, in the post-install target. Create a new directory for your port. The directory name should reflect what the port is. This usually means PORTNAME. However, if you think the user might want different versions of the port to be installed at the same time, you can use the whole PKGNAME. Make the installation dependent to the variable NOPORTDOCS so that users can disable it in /etc/make.conf, like this: post-install: .if !defined(NOPORTDOCS) ${MKDIR} ${PREFIX}/share/doc/xv ${INSTALL_MAN} ${WRKSRC}/docs/xvdocs.ps ${PREFIX}/share/doc/xv .endif All documentation files and directories installed should be included in pkg-plist with the %%PORTDOCS%% prefix, for example: %%PORTDOCS%%share/doc/pure-ftpd/AUTHORS %%PORTDOCS%%share/doc/pure-ftpd/CONTACT %%PORTDOCS%%@dirrm share/doc/pure-ftpd You can also use the pkg-message file to display messages upon installation. See the using pkg-message section for details. pkg-message does not need to be added to pkg-plist. - + Subdirectories Try to let the port put things in the right subdirectories of PREFIX. Some ports lump everything and put it in the subdirectory with the port's name, which is incorrect. Also, many ports put everything except binaries, header files and manual pages in the a subdirectory of lib, which does not bode well with the BSD paradigm. Many of the files should be moved to one of the following: etc (setup/configuration files), libexec (executables started internally), sbin (executables for superusers/managers), info (documentation for info browser) or share (architecture independent files). See man &man.hier.7; for details, the rules governing /usr pretty much apply to /usr/local too. The exception are ports dealing with USENET news. They may use PREFIX/news as a destination for their files. Cleaning up empty directories Do make your ports clean up after themselves when they are deinstalled. This is usually accomplished by adding @dirrm lines for all directories that are specifically created by the port. You need to delete subdirectories before you can delete parent directories. : lib/X11/oneko/pixmaps/cat.xpm lib/X11/oneko/sounds/cat.au : @dirrm lib/X11/oneko/pixmaps @dirrm lib/X11/oneko/sounds @dirrm lib/X11/oneko However, sometimes @dirrm will give you errors because other ports also share the same subdirectory. You can call rmdir from @unexec to remove only empty directories without warning. @unexec rmdir %D/share/doc/gimp 2>/dev/null || true This will neither print any error messages nor cause pkg_delete to exit abnormally even if PREFIX/share/doc/gimp is not empty due to other ports installing some files in there. - + UIDs If your port requires a certain user to be on the installed system, let the pkg-install script call pw to create it automatically. Look at net/cvsup-mirror for an example. If your port must use the same user/group ID number when it is installed as a binary package as when it was compiled, then you must choose a free UID from 50 to 999 and register it below. Look at japanese/Wnn for an example. Make sure you do not use a UID already used by the system or other ports. This is the current list of UIDs between 50 and 999. majordom:*:54:54:Majordomo Pseudo User:/usr/local/majordomo:/nonexistent cyrus:*:60:60:the cyrus mail server:/nonexistent:/nonexistent gnats:*:61:1:GNATS database owner:/usr/local/share/gnats/gnats-db:/bin/sh uucp:*:66:66:UUCP pseudo-user:/var/spool/uucppublic:/usr/libexec/uucp/uucico xten:*:67:67:X-10 daemon:/usr/local/xten:/nonexistent pop:*:68:6:Post Office Owner (popper):/nonexistent:/sbin/nologin wnn:*:69:7:Wnn:/nonexistent:/nonexistent pgsql:*:70:70:PostgreSQL pseudo-user:/usr/local/pgsql:/bin/sh ircd:*:72:72:IRCd hybrid:/nonexistent:/nonexistent ifmail:*:75:66:Ifmail user:/nonexistent:/nonexistent www:*:80:80:World Wide Web Owner:/nonexistent:/sbin/nologin alias:*:81:81:QMail user:/var/qmail/alias:/nonexistent qmaill:*:83:81:QMail user:/var/qmail:/nonexistent qmaild:*:82:81:QMail user:/var/qmail:/nonexistent qmailq:*:85:82:QMail user:/var/qmail:/nonexistent qmails:*:87:82:QMail user:/var/qmail:/nonexistent qmailp:*:84:81:QMail user:/var/qmail:/nonexistent qmailr:*:86:82:QMail user:/var/qmail:/nonexistent msql:*:87:87:mSQL-2 pseudo-user:/var/db/msqldb:/bin/sh mysql:*:88:88:MySQL Daemon:/var/db/mysql:/sbin/nologin vpopmail:*:89:89:VPop Mail User:/usr/local/vpopmail:/nonexistent smmsp:*:90:90:Sendmail Queue:/nonexistent:/nonexistent mailman:*:91:91:Mailman User:/usr/local/mailman:/sbin/nologin gdm:*:92:92:GDM Sandbox:/:/sbin/nologin jabber:*:93:93:Jabber Daemon:/nonexistent:/nonexistent p4admin:*:94:94:Perforce admin:/usr/local/perforce:/sbin/nologin interch:*:95:95:Interchange user:/usr/local/interchange:/sbin/nologin drweb:*:426:426:Dr.Web Mail Scanner:/nonexistent:/sbin/nologin Please include a notice when you submit a port (or an upgrade) that reserves a new UID or GID in this range. This allows us to keep the list of reserved IDs up to date. - + Do things rationally The Makefile should do things simply and reasonably. If you can make it a couple of lines shorter or more readable, then do so. Examples include using a make .if construct instead of a shell if construct, not redefining do-extract if you can redefine EXTRACT* instead, and using GNU_CONFIGURE instead of CONFIGURE_ARGS += --prefix=${PREFIX}. - + Respect both <makevar>CC</makevar> and <makevar>CXX</makevar> The port should respect both CC and CXX variables. If it does not, please add NO_PACKAGE=ignores either cc or cxx to the Makefile. An example of a Makefile respecting both CC and CXX variables follows. Note the ?=: CC ?= gcc CXX ?= g++ Here is an example which respects neither CC nor CXX variables: CC = gcc CXX = g++ Both CC and CFLAGS variables can be defined on FreeBSD systems in /etc/make.conf. The first example defines a value if it was not previously set in /etc/make.conf, preserving any system-wide definitions. The second example clobbers anything previously defined. - + Respect <makevar>CFLAGS</makevar> The port should respect the CFLAGS variable. If it does not, please add NO_PACKAGE=ignores cflags to the Makefile. An example of a Makefile respecting the CFLAGS variable follows. Note the +=: CFLAGS += -Wall -Werror Here is an example which does not respect the CFLAGS variable: CFLAGS = -Wall -Werror The CFLAGS variable is defined on FreeBSD systems in /etc/make.conf. The first example appends additional flags to the CFLAGS variable, preserving any system-wide definitions. The second example clobbers anything previously defined. - + Configuration files If your port requires some configuration files in PREFIX/etc, do not just install them and list them in pkg-plist. That will cause pkg_delete to delete files carefully edited by the user and a new installation to wipe them out. Instead, install sample files with a suffix (filename.sample will work well) and print out a message pointing out that the user has to copy and edit the file before the software can be made to work. - + Feedback Do send applicable changes/patches to the original author/maintainer for inclusion in next release of the code. This will only make your job that much easier for the next release. - + <filename>README.html</filename> Do not include the README.html file. This file is not part of the cvs collection but is generated using the make readme command. - + Miscellanea The files pkg-comment, pkg-descr, and pkg-plist should each be double-checked. If you are reviewing a port and feel they can be worded better, do so. Do not copy more copies of the GNU General Public License into our system, please. Please be careful to note any legal issues! Do not let us illegally distribute software! - + If you are stuck… Do look at existing examples and the bsd.port.mk file before asking us questions! ;-) Do ask us questions if you have any trouble! Do not just beat your head against a wall! :-) A Sample <filename>Makefile</filename> Here is a sample Makefile that you can use to create a new port. Make sure you remove all the extra comments (ones between brackets)! It is recommended that you follow this format (ordering of variables, empty lines between sections, etc.). This format is designed so that the most important information is easy to locate. We recommend that you use portlint to check the Makefile. [the header...just to make it easier for us to identify the ports.] # New ports collection makefile for: xdvi [the "version required" line is only needed when the PORTVERSION variable is not specific enough to describe the port.] # Date created: 26 May 1995 [this is the person who did the original port to FreeBSD, in particular, the person who wrote the first version of this Makefile. Remember, this should not be changed when upgrading the port later.] # Whom: Satoshi Asami <asami@FreeBSD.org> # # $FreeBSD$ [ ^^^^^^^^^ This will be automatically replaced with RCS ID string by CVS when it is committed to our repository. If upgrading a port, do not alter this line back to "$FreeBSD$". CVS deals with it automatically.] # [section to describe the port itself and the master site - PORTNAME and PORTVERSION are always first, followed by CATEGORIES, and then MASTER_SITES, which can be followed by MASTER_SITE_SUBDIR. PKGNAMEPREFIX and PKGNAMESUFFIX, if needed, will be after that. Then comes DISTNAME, EXTRACT_SUFX and/or DISTFILES, and then EXTRACT_ONLY, as necessary.] PORTNAME= xdvi PORTVERSION= 18.2 CATEGORIES= print [do not forget the trailing slash ("/")! if you are not using MASTER_SITE_* macros] MASTER_SITES= ${MASTER_SITE_XCONTRIB} MASTER_SITE_SUBDIR= applications PKGNAMEPREFIX= ja- DISTNAME= xdvi-pl18 [set this if the source is not in the standard ".tar.gz" form] EXTRACT_SUFX= .tar.Z [section for distributed patches -- can be empty] PATCH_SITES= ftp://ftp.sra.co.jp/pub/X11/japanese/ PATCHFILES= xdvi-18.patch1.gz xdvi-18.patch2.gz [maintainer; *mandatory*! This is the person (preferably with commit privileges) whom a user can contact for questions and bug reports - this person should be the porter or someone who can forward questions to the original porter reasonably promptly. If you really do not want to have your address here, set it to "ports@FreeBSD.org".] MAINTAINER= asami@FreeBSD.org [dependencies -- can be empty] RUN_DEPENDS= gs:${PORTSDIR}/print/ghostscript LIB_DEPENDS= Xpm.5:${PORTSDIR}/graphics/xpm [this section is for other standard bsd.port.mk variables that do not belong to any of the above] [If it asks questions during configure, build, install...] IS_INTERACTIVE= yes [If it extracts to a directory other than ${DISTNAME}...] WRKSRC= ${WRKDIR}/xdvi-new [If the distributed patches were not made relative to ${WRKSRC}, you may need to tweak this] PATCH_DIST_STRIP= -p1 [If it requires a "configure" script generated by GNU autoconf to be run] GNU_CONFIGURE= yes [If it requires GNU make, not /usr/bin/make, to build...] USE_GMAKE= yes [If it is an X application and requires "xmkmf -a" to be run...] USE_IMAKE= yes [et cetera.] [non-standard variables to be used in the rules below] MY_FAVORITE_RESPONSE= "yeah, right" [then the special rules, in the order they are called] pre-fetch: i go fetch something, yeah post-patch: i need to do something after patch, great pre-install: and then some more stuff before installing, wow [and then the epilogue] .include <bsd.port.mk> Automated package list creation First, make sure your port is almost complete, with only pkg-plist missing. Create an empty pkg-plist. &prompt.root; touch pkg-plist Next, create a new set of directories which your port can be installed, and install any dependencies. &prompt.root; mkdir /var/tmp/port-name &prompt.root; mtree -U -f /etc/mtree/BSD.local.dist -d -e -p /var/tmp/port-name &prompt.root; make depends PREFIX=/var/tmp/port-name Store the directory structure in a new file. &prompt.root; (cd /var/tmp/port-name && find -d * -type d) > OLD-DIRS If your port honors PREFIX (which it should) you can then install the port and create the package list. &prompt.root; make install PREFIX=/var/tmp/port-name &prompt.root; (cd /var/tmp/port-name && find -d * \! -type d) > pkg-plist You must also add any newly created directories to the packing list. &prompt.root; (cd /var/tmp/port-name && find -d * -type d) | comm -13 OLD-DIRS - | sed -e 's#^#@dirrm #' >> pkg-plist Finally, you need to tidy up the packing list by hand; it isn't all automated. Manual pages should be listed in the port's Makefile under MANn, and not in the package list. User configuration files should be removed, or installed as filename.sample. The info/dir file should not be listed and appropriate install-info lines should be added as noted in the info files section. Any libraries installed by the port should be listed as specified in the shared libraries section. - + Changes to this document and the ports system If you maintain a lot of ports, you should consider following the &a.ports;. Important changes to the way ports work will be announced there. You can always find more detailed information on the latest changes by looking at the bsd.port.mk CVS log. Other resources to assist port maintainers include a list of package building logs and errors and the FreeBSD Ports distfiles survey.
diff --git a/en_US.ISO8859-1/share/sgml/legalnotice.sgml b/en_US.ISO8859-1/share/sgml/legalnotice.sgml index ecb8ba6cee..95c2fd15d2 100644 --- a/en_US.ISO8859-1/share/sgml/legalnotice.sgml +++ b/en_US.ISO8859-1/share/sgml/legalnotice.sgml @@ -1,44 +1,44 @@ - + 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: 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. 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. 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.